Community Engagement Toolkit: Creating a Campaign Plan

Size: px
Start display at page:

Download "Community Engagement Toolkit: Creating a Campaign Plan"

Transcription

1 Community Engagement Toolkit: Creating a Campaign Plan

2 Building Demand through Community Engagement This toolkit is designed for individuals and organizations implementing local community engagement campaigns. These resources provide a framework for organizing community demand for energy services. These successful tactics emerged from our experience implementing a local community engagement program in Washington, D.C. Over the past two years, we have tested and refined these tools, which emphasize cultivating long-term relationships with individual community members. The Creating a Campaign Plan section helps organizers plan a direction for their initiative. This section guides organizers through the key steps of establishing goals and a timeline, undertaking a community assessment and more.

3 1. Program Outputs Purpose: To clearly establish which outputs the program must produce to define success Time: 30 minutes Modules Activities Outcomes Program Outputs Revisit existing goals and timeline Agree on program goals that will be the basis for the campaign plan The first step in constructing a campaign plan is to define program outputs. The outputs are the goals, which program staff and volunteers are continually striving to reach to achieve success. In most energy efficiency programs, the key top-level output is the number of homes that invest in energy upgrades. There are several stages in the customer engagement pathway before the energy upgrade process is complete. The following outputs are connected to stages of the pathway. To judge inefficiencies in our process, we will include the outputs of: 1. Commitments 2. Energy Assessments 3. Energy Efficiency Upgrades 4. Reengaged customers Timeline: In designing this campaign, we will plan on a 12-month timeline. As we set program output goals and create timelines, we will schedule for one year out. This plan is not set in stone. Though it is important to strive to reach program outputs, a campaign plan should be revisited regularly and evolve throughout the year during implementation. Past Outputs: During one of our first planning sessions as an organization, Groundswell defined metrics for our residential weatherization program. Below, we organize these outcomes (e.g. Interested, Upgrades) and conversion rates, the percentage of customers moving forward from one stage to another, from the output areas listed above. These are columns to estimate the conversion rates for each year that the program has been operating. There is also a column to estimate the average conversion rate across all years.

4 Metric Average Conversion Rate Interest to % Commitment Commitment to % Assessment Assessment to Upgrades % With these conversion rates in mind, we can set a goal for the total number of energy efficiency upgrades that the program needs to complete and work backwards to set goals for the metrics that must be met. Metric Average 12 month output Upgrades Assessments Commitments Interests Changes to past conversion rates: Before we finalize the 12 months of outputs, we will take time to have a discussion about the past conversion rates and outputs, assess the accuracy of your estimates, and other factors that may affect these outputs. Are there changes in the conditions in your community that will affect your past conversion rates? Are there any changes in local policy changes or economic changes that could affect past conversion rates? How do you feel that this community-focused/homeowner re-engagement strategy may impact outputs and conversion rates? Are there other factors that may affect current conversion rates or outputs? Complete Outputs: Take time as a team and establish the program s Conversion Rate goals for the period of your campaign, commonly 12 months. It will be important to revisit the previous year s conversion rates as a benchmark:

5 Metric Conversion Rate Interest to Commitment % Commitment to Assessment % Assessment to Upgrades % With these conversion rates in mind, we can set a goal for the total number of energy efficiency upgrades that the program needs to complete and work backwards to set goals for the metrics that need to be met based on the conversion rates above. Metric Output Goal Upgrades Assessments Commitments Interests Reflection: How did you decide on your new conversion rate goals? What is the percent increase for each metric from past performance? Are there any other places along the customer engagement pathway that lead to energy efficiency upgrades?

6 2. Community Timeline Purpose: To create a 12-month framework for campaign phases based on existing community events and themes Time: 2 hours Modules Activities Outcomes Community Assessment Community timeline Community spaces mapping Community partner mapping revisited A map of where community events take place and when; where community members congregate; and potential partners from which campaign milestones and turfs will be built 1. List all of the community events that occur within the city or state that are benchmark dates within the community throughout the year. (Example: a community fair) 2. Think about the types of events that not only bring large numbers of people out into community spaces, but events that define the narrative and identity of the city or state. (Example: a community fair celebrating the town winning the state little league championship)

7 3. Are any of these community events likely to have attendees who self-identify with your interests? (Example: an Earth Day festival) 4. List the community traditions that exist within your city or state. Is there a theme for each season? Are there historical events that are part of the DNA of your community?

8 Timeline: Build the 12-month timeline on the line below: Add dates to your 12-month timeline below Take the events that you listed in the last exercise and add them to the timeline below Timeline Questions and Discussion: Are there certain themes that emerge for specific periods of time during the year? How do the seasons affect these themes? Are there clusters of activity that could create a narrative for a period of time? Do similar activities fall within one part of the year? Identify large or important gatherings. Are there events that everyone in the town attends? Or events that may be on the front page of the newspaper for a week leading up to the event?

9 Campaign Phases Purpose: To create a rhythm within your campaign around which goals are set with specific start and end dates Phases are an important tool for organizers - especially those working on long-running initiatives. If there is no clear end date, it can be difficult to create a sense of urgency among volunteers. Campaign phases offer a solution. o If a volunteer says, I will help the campaign later, the organizer can respond, This is the last event in our summer campaign. To reach our goal of X, we need you help now, or This is your last chance to help the campaign in this important phase. Phases also create the space for a campaign to clearly delineate different tactics by the time of year. A linear strategy where the same tactics are employed throughout the year is not advisable. Phase 1 should have a different tactical approach from Phase 2. There are a few important suggestions for creating effective campaign phases: o Campaign phases should have clear start and end date (example: July 4 th September 1 st ). o Campaign phases should have specific kick-off and culmination points (example: Independence Day volunteer training, Labor Day canvass). o Campaign phases should have distinct identities (example: Beat the heat efficiency drive). In the chart below, build out the phases of your campaign. ACTIVITY: Campaign Phase Timeline

10 Using the community timeline that you built, define your campaign phases in the table below. Draw lines vertically along the timeline below to mark the separation of campaign phases. Ideally, within a year, a campaign has between three and five phases. To incorporate the idea of community identity for each event, name each phase. Insert a brief description of the phase identity. Phase name Phase identity

11 Community Assessment When selecting partner organizations, it is important to map the entire landscape of who holds power and influence within each community. Seek advice from others through one-on-one meetings. Consolidate their responses in the framework below. 1. Brainstorm: List the potential partner organizations in your community based on the categories listed below. Using butcher paper or a white board, take notes on the groups that are brought up in the brainstorm. Specific faith institutions Faith networks (ex. Industrial Areas Foundation or Catholic Bishops) Community organizations (ex. homeless service provider) Environmental organizations Labor organizations Educational institutions 2. Influence: For each organization, describe and assign a numeric value from one to ten (low to high) for each: Trust within the community People power within target community o Who are their typical members? o Where are their members from? o What was their largest display of people power? o How active are their members? Resources within the organization Diversity within the organization 3. Values: Campaigns are rooted in key values of building community power, creating jobs and reducing poverty, and helping the environment. For each organization listed in section 1, assign a numeric value from 1-10 (low to high): Building community power Jobs / Poverty Environment

12 4. Power Mapping: Plot each organization from section 1 as they fit on the chart Values Influence Reflection Which organizations landed in the top-right quadrant? Are there issues that would prevent organizations in the top-right quadrant from becoming program partners? Who would you like to partner with?

13 Energy Efficiency Engagement Pathway Purpose: To build a streamlined tactics model for engaging with volunteers and homeowners throughout the Customer Pathway Time: 2 hours Modules Activities Outcomes Customer Engagement Pathway Energy efficiency homeowner and volunteer engagement pathways Completed customer and volunteer Engagement Pathway During the early stages of the Community Efficiency Initiative, formerly known as WeatherizeDC, we assumed that volunteers could simply knock on a homeowner s door, tell the individual what we were trying to do and they would decide to weatherize their home. It became clear that individuals were most likely to complete the weatherization process and volunteer if they were engaged on a deeper level. We have deconstructed our process of interaction with homeowners and volunteers into multiple stages. This pathway, made up of program tactics, is a map of homeowners and volunteers experience with the program. For both the volunteer and homeowner, there are stages of interaction that occur along the energy efficiency pathway that are specific to the business process of your program. Commonly these stages can be broken down into three stage types for volunteers and homeowners: Homeowner Pathway: Identify: Use demographic data and existing community networks to target households and neighborhoods Volunteer Pathway: Identify: Assess existing networks to identify local volunteers Outreach: Use online and offline organizing tactics, volunteers gauge targeted homeowners interest Training: Use online and offline organizing tactics, organizers recruit local volunteers Engagement: Volunteers educate on the benefits of participation and facilitate a deeper commitment Action: Volunteers run the homeowner outreach and engagement process

14 These stages are an important aspect of an effective engagement program. They will become the lists that are generated for organizers to call, or visit. Volunteer and homeowner movement through these stages are key benchmarks of program progress. ACTIVITY: The Energy Efficiency Pathway Shuffle Materials: Index cards, markers and a white board or butcher paper This is an activity to help construct a volunteer and homeowner pathway. This game is designed to get the creative juices flowing and make some decisions around designing an energy efficiency pathway. Step 1 Program Process Mapping As stated earlier, the customer pathway should directly map to the program s business processes. To define the stages within the pathway, we will map the process that a homeowner would usually undergo from their first contact with the program to completion. Step 2 Energy Efficiency Customer Pathway Stages Now that we have laid out the entire program process, we need to distill this complicated process into the four or six stages in which a homeowner lives. The goal of this process is not to capture every detail of the stages from a program administrator perspective, but to think as an organizer. What are the key steps that homeowners and volunteers pass through as they interact with the program? Step 3 - Tactics Brainstorm Imagine any and all tactics that you can think of and write one tactic on each notecard. What have you done for campaigns in the past? What has worked within your community? What creative new ideas would you like to try? Step 4 Populate the Pathway Place each of the note cards onto the homeowner and volunteer pathway stages listed above (Homeowner: Identify, Outreach, Engagement Volunteer: Identify, Outreach, Action). Which tactics target? Which tactics outreach? Which tactics engage? Step 5 Refine the Pathways While the stages of your pathway will not change depending on the phase of your campaign, the tactics that populate each stage will. This is how your strategy can change to meet the need of that phase. First, draw blank stage diagrams on the board for each phase. Next, create engagement pathways for each phase by choosing tactics for each stage.

15 Campaign Phases review: Before we dive into creating these pathways, we will dive a little deeper into the purpose of campaign phases. We have already discussed how campaign phases should match the rhythm of the community. Campaign phases should have different identities based on the season or time of year, but they also should have different strategies based on the campaign s development. The model below demonstrates an ideal for growing capacity in a campaign: * Image courtesy of the New Organizing Institute Taking this approach, your campaign might need to prioritize certain tactics within your energy efficiency customer pathway at different times in your campaign. The table below outlines ideas for structuring capacity building into campaign phases:

16 Phase Focus Tactics? 1 Building Building relationships and team capacity by holding 1 on 1 meetings with as many potential leaders as possible and hold team strategy meetings where more collective planning and training can occur - 1 on 1s - Strategy meetings - Team members - Team members trained 2 Outreach Working in the field to spread the word about the weatherization program and building a list of potential program participants who are interested in weatherization 3 Engagement Working in the field to engage those identified as interested in weatherization in homes and community spaces to build a list of program participants who would like to weatherize with partner contractors - Volunteer shifts - Doors knocked - Phone calls - Weatherization interests - Energy meetings - Weatherization leads generated Based on this information, choose two or three tactics for each phase that will work best for your community. Add theses notecards to the phase specific pathways on the board. If there are stages that lack tactic cards, re-enter the creative brainstorm section and create cards to fill in the tactics. After you have filled in the tactics, you have completed your engagement pathways.

17 Reflection: What are the stages of your engagement pathway? How were these constructed? What impact will this have on the program? How will this help the program track its progress? What will be the experience of a homeowner and volunteer in each phase? How will these pathways affect the activity of the program?

18 4. Campaign Plan: Purpose: To build a roadmap for phased campaign activity Time: 2 hours Modules Activities Outcomes Phased Timeline Creating detailed campaign phases Completing the campaign plan template A roadmap for engagement: goals, objectives and activities clearly laid out by phase 1. Intro - Before entering the campaign-planning phase, it is important to recognize how far we have come. We have many pieces of the puzzle figured out! Now comes the fun part where we put it all together. Here is what we have in place already: Program Model Highlights that community is the entity that holds the power within energy efficiency programs by illustrating who is a part of this campaign and outlining their responsibilities. Organizing Theory The theory of how to build the power (relationships and volunteer network) to run an effective engagement program. Program Outputs Clear output goals defined by the program, typically around weatherization commitments. Campaign Phases Defined periods of time within a campaign, which reflect the rhythms of the community. Community Assessment through Power Analysis An understanding of when and where to focus with the community timeline and power analysis. Energy Efficiency Pathways A detailed pathway made up of organizing tactics customized to your neighborhoods. The campaign plan will serve as the roadmap for how the campaign will grow its capacity to implement engagement tactics - within specific communities, by certain dates - to reach its output goals. For each phase, we will work to clearly define the: Output goals Objectives Activities within the phase Key dates within the phase Launch events and culmination events

19 Campaign Plan Template Overall In this campaign we will: [Insert Strategy Statement] In this campaign we will work with: [Insert results of power mapping] In this campaign we will accomplish: [Insert Top Line Outputs] Conversion Rate Goals: Metric Conversion Rate Goals Interests to Commitments % Commitments to Assessments % Assessments to Upgrades % Output Goals: Metric Output Goal Energy Efficiency Upgrades Assessments Commitments Interests Other input [Insert other input on the overall campaign]

20 Campaign Phases [Phase 1] Output Goals: Metric Output Goal Energy Efficiency Upgrades Assessments Commitments Interests Phase Objectives [We will do what, with whom, and by whom]: Phase Timeline: Date [mm/dd/yy] Event Launch event: Culmination event: Prioritized tactics within the phase: Tactic Goal How will this tactic help you reach your output goals?

21 Campaign Phases [Phase 2] Output Goals: Metric Output Goal Energy Efficiency Upgrades Assessments Commitments Interests Phase Objectives [We will do what, with whom]: Phase Timeline: Date [mm/dd/yy] Event Launch event: Culmination event: Prioritized tactics within the phase: Tactic Goal How will this tactic help you reach your output goals? Campaign Phases [Phase 3]

22 Output Goals: Metric Output Goal Energy Efficiency Upgrades Assessments Commitments Interests Phase Objectives [We will do what, with whom]: Phase Timeline: Date [mm/dd/yy] Event Launch event: Culmination event: Prioritized tactics within the phase: Tactic Goal How will this tactic help you reach your output goals? Campaign Phases [Phase 4]

23 Output Goals: Metric Output Goal Energy Efficiency Upgrades Assessments Commitments Interests Phase Objectives [We will do what, with whom]: Phase Timeline: Date [mm/dd/yy] Event Launch event: Culmination event: Prioritized tactics within the phase: Tactic Goal How will this tactic help you reach your output goals?

Home Fire Preparedness Campaign Mobilize Guide

Home Fire Preparedness Campaign Mobilize Guide Home Fire Preparedness Campaign Mobilize Guide Disaster Cycle Services Job Tools DCS JT PRE/MTC August 2014 : Autumn Lotze Change Log Date Page(s) Section Change Owner: Disaster Cycle Services 2 Table

More information

Vol. 2. group building. A Guide For Neighborhood Groups Organizing To Clean Up And Prevent Pollution In Their Communities. toxicsaction.

Vol. 2. group building. A Guide For Neighborhood Groups Organizing To Clean Up And Prevent Pollution In Their Communities. toxicsaction. Vol. 2 group building A Guide For Neighborhood Groups Organizing To Clean Up And Prevent Pollution In Their Communities. toxicsaction.org Group Building Goal: To develop a recruitment plan to strengthen

More information

Process Assessment and Improvement Approach

Process Assessment and Improvement Approach Process Assessment and Improvement Approach June 2008 The information contained in this document represents the current view of Virtify on the issues discussed as of the date of publication. Virtify cannot

More information

GUIDE TO A GREAT CAMPAIGN 2014 SEASON. United Way of Westmoreland County. UnitedWay4u.org

GUIDE TO A GREAT CAMPAIGN 2014 SEASON. United Way of Westmoreland County. UnitedWay4u.org GUIDE TO A GREAT CAMPAIGN 2014 SEASON United Way of Westmoreland County UnitedWay4u.org Campaign Strategies for Success: Proven Best Practices Whether you're running your very first campaign for the United

More information

Step 1: Analyze Data. 1.1 Organize

Step 1: Analyze Data. 1.1 Organize A private sector assessment combines quantitative and qualitative methods to increase knowledge about the private health sector. In the analytic phase, the team organizes and examines information amassed

More information

Get Your GreenBack Tompkins!

Get Your GreenBack Tompkins! Get Your GreenBack Tompkins! Celebrating and supporting actions to save you money and energy Invitation to Partners: A broad coalition of individuals and organizations* has come together to support every

More information

CONFLICT RESOLUTION DAY. Checklist

CONFLICT RESOLUTION DAY. Checklist Checklist Frequently Asked Questions Action Plan Ten Tips for Event Organizers Activities List The Media Connection Tips for publicizing your event Press Release template School Proclamation and Pledge

More information

3 DEVELOP A SHARED VISION, MISSION, AND

3 DEVELOP A SHARED VISION, MISSION, AND MISSION AND GOALS 34 3 DEVELOP A MISSION, AND GOALS When organizations or individuals decide to join forces and work as a partnership, they do so with a purpose in mind. While the individual partners may

More information

Introduction. What is campaigning?

Introduction. What is campaigning? Campaigning toolkit If you require this document in an alternative format, such as large print or a coloured background, please contact Sheona.lawson@eusa.ed.ac.uk Introduction A well planned campaign

More information

Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now.

Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now. Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now. This workbook accompanies the 1st ebook, Selling the Art of Real Estate, in this marketing plan course.

More information

Achieving High Performance: The Value of Benchmarking

Achieving High Performance: The Value of Benchmarking Achieving High Performance: The Value of Benchmarking Now I have the ammunition to foster change. With benchmarking, change agents have the facts they need to convince executives that a transformation

More information

Years and Curriculum Levels

Years and Curriculum Levels Years and Curriculum Levels This diagram shows how curriculum levels typically relate to years at school. Many students do not, however, fit this pattern. They include those with special learning needs,

More information

A simple tool to make campaign planning and project management a pleasure!

A simple tool to make campaign planning and project management a pleasure! Log Frame Matrix - A Time Poor Campaigner s Best Mate Prepared by Reece Proudfoot, WWF for the Progress Network. Find more handy resources at AustralianProgress.org.au/network A simple tool to make campaign

More information

Getting your Game On! Tips and tools for easy web site navigation

Getting your Game On! Tips and tools for easy web site navigation Game On! The Ultimate Wellness Challenge prepares schools for success by providing step-bystep instructions to assemble a team to put your wellness policy to work. It also includes information to engage

More information

FRAMEWORK. 7 Building Blocks to Success

FRAMEWORK. 7 Building Blocks to Success The CMI Content MarketING FRAMEWORK 7 Building Blocks to Success Your company is probably already exploring the role that compelling content can play in your own marketing programs just as many other companies

More information

Neighborhood Profile 03.14

Neighborhood Profile 03.14 Neighborhood Profile 03.14 CITY OF ORLANDO OFFICE OF COMMUNICATIONS AND NEIGHBORHOOD RELATIONS Our City strives to meet the needs of all residents who choose to call Orlando home. To do this, I have made

More information

ACRL Public Relations Award Submission Narrative. Milner Library Illinois State University. October, 2004

ACRL Public Relations Award Submission Narrative. Milner Library Illinois State University. October, 2004 ACRL Public Relations Award Submission Narrative October, 2004 Milner Library serves the students, faculty and staff of Illinois State University as well as the surrounding community of Bloomington-Normal,

More information

CAREER LYNX Constructing Careers in Architecture

CAREER LYNX Constructing Careers in Architecture Students will understand the job description, skills, and education of various Architecture and Planning related jobs. Students will use the newspaper to make inferences about the role of various professionals

More information

A Human Resource Capacity Tool for First Nations // planning for treaty

A Human Resource Capacity Tool for First Nations // planning for treaty A Human Resource Capacity Tool for First Nations // planning for treaty table of contents Introduction //...3 Tools //... 9 HR Planning Timeline... 9 Stage 1 Where are we now?...11 Stage 2 Where do we

More information

STRATEGIC AND OPERATIONAL PLAN

STRATEGIC AND OPERATIONAL PLAN STRATEGIC AND OPERATIONAL PLAN 2013-2015 2 3 Table of Contents Introduction Corporate Balanced Scorecard Revitalized... 5 Reorganizing Corporate Structure... 8 The Planning Process The Planning Process...

More information

Community engagement: Developing a strategy

Community engagement: Developing a strategy Community engagement: Developing a strategy Some questions to help with planning... This guidance outlines some important things to consider when planning a community engagement strategy for your project

More information

FirstEnergy s Pennsylvania Utilities Smart Meter Communications Plan

FirstEnergy s Pennsylvania Utilities Smart Meter Communications Plan Metropolitan Edison Company; Docket No. M-2013-2341990 Pennsylvania Electric Company; Docket No. M-2013-2341994 Pennsylvania Power Company; Docket No. M-2013-2341993 West Penn Power Company; Docket No.

More information

campaign guide Leading the way

campaign guide Leading the way Leading the way campaign guide Now a part of United Way of Southwestern Pennsylvania Serving Allegheny, Westmoreland, Fayette & Southern Armstrong Counties United Way of Westmoreland County STRATEGIESFORSUCCESS

More information

BI Dashboards the Agile Way

BI Dashboards the Agile Way BI Dashboards the Agile Way Paul DeSarra Paul DeSarra is Inergex practice director for business intelligence and data warehousing. He has 15 years of BI strategy, development, and management experience

More information

Common Grant Application User Guide

Common Grant Application User Guide Common Grant Application User Guide Welcome to the Washington Regional Association of Grantmakers Common Grant Application (CGA). This user guide was revised in 2012 to reflect the changes in the CGA that

More information

How to Create a Fundraising Plan

How to Create a Fundraising Plan Template How to Create a Fundraising Plan Set goals and find fundraising success with our easy-to-use template. WWW.NETWORKFORGOOD.COM/NPO About This Guide According to Heather Yandow s 2014 Individual

More information

Portfolio, Programme and Project Management Maturity Model - a Guide to Improving Performance

Portfolio, Programme and Project Management Maturity Model - a Guide to Improving Performance Portfolio, Programme and Project Management Maturity Model - a Guide to Improving Performance By Andy Murray Improving Performance Using Maturity Models The 1990's saw a dramatic increase in the number

More information

Exploring Express A Method for Organizing New Explorer Posts and Clubs

Exploring Express A Method for Organizing New Explorer Posts and Clubs Exploring Express A Method for Organizing New Explorer Posts and Clubs Table of Contents Overview... 2 Exploring Express Campaign Checklist... 4 Staff Training Agenda... 5 Committee Training Agenda...

More information

Technical Assistance Program. Overview of Marketing Methods for Local Retrofit Programs

Technical Assistance Program. Overview of Marketing Methods for Local Retrofit Programs Technical Assistance Program Overview of Marketing Methods for Local Retrofit Programs May 2011 This work has been performed under the Contract No. 4200000341 with Oak Ridge National Laboratory - which

More information

CRM Marketing Automation Buyers Guide

CRM Marketing Automation Buyers Guide 2 CRM gn n i io t e at k ar om M ut A Buyers Guide CHAPTER 1 Introduction M Contacts e Process The term CRM (Customer Relationship Management) has long been used in the enterprise world, but is becoming

More information

Community Policing. Defined

Community Policing. Defined Community Policing Defined The Primary Elements of Community Policing Nonprof its / Service Providers Using the Crime Triangle Community policing is a philosophy that promotes organizational strategies

More information

ENTREPRENEURSHIP IN THE TRADES

ENTREPRENEURSHIP IN THE TRADES 2013-2014 Teacher Development Program ENTREPRENEURSHIP IN THE TRADES Trainer s Guide Table of Contents from Trainers Guide Sample Purpose of the Trainer s Guide Project Background Overall Goals and Objectives

More information

West Isle Presbyterian Church Strategic Planning Team s report

West Isle Presbyterian Church Strategic Planning Team s report West Isle Presbyterian Church Strategic Planning Team s report Background The Strategic Planning Team has now been working for 5 months, mostly assessing where we are as a church and articulating the results

More information

Informatica Project Rightsize

Informatica Project Rightsize Informatica Project Rightsize Strategy to Revenue Marketing Case Study Screen shots of video presenter and interviews Business Needs Informatica is a large organization born out of a number of strategic

More information

Using the Mindjet Platform and Templates for Marketing Launch Plans

Using the Mindjet Platform and Templates for Marketing Launch Plans Using the Mindjet Platform and Templates for Marketing Launch Plans Marketing organizations work in increasingly dynamic environments that demand them to be more agile, more responsive and more impactful.

More information

Lesson 13: Creating a Strategy Chart

Lesson 13: Creating a Strategy Chart Lesson 13: Creating a Strategy Chart Goals/Purpose Through this lesson the group will map out a strategy for winning their issue. Another way of saying it is that they will map out their campaign. This

More information

3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING

3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING 3 KEYS TO TRANSFORMING SALES & MARKETING WITH INBOUND MARKETING 2 2011 by Mark Mathson This work is licensed under the Creative Commons Attribution 3.0 United States License. Please feel welcome to share

More information

IMAGINE REGINA ACCELERATING EXCELLENCE. City of Regina Corporate Strategic Plan 2008-2012

IMAGINE REGINA ACCELERATING EXCELLENCE. City of Regina Corporate Strategic Plan 2008-2012 IMAGINE REGINA 2020 ACCELERATING EXCELLENCE City of Regina Corporate Strategic Plan 2008-2012 Accelerating Excellence Table of Contents Message From The Mayor & City Council............. 2 Message From

More information

Lead Follow-Up Toolkit

Lead Follow-Up Toolkit Lead Follow-Up Toolkit Everything You Need to Effectively Follow Up With Leads If you have questions about the Lead Follow-Up Toolkit, contact your Concierge: Name: Email: Phone:

More information

Trade Show Strategy Don t Leave Town Without It!

Trade Show Strategy Don t Leave Town Without It! Trade Show Strategy Don t Leave Town Without It! Prepared by: Tom Marx, President/CEO and Leslie Allen, PR Manager Whitepaper 2175 East Francisco Blvd., Suite F San Rafael, CA 94901 Phone: 415.453.0844

More information

Overview INTEGRATED UNITS A PLANNING GUIDE FOR TEACHERS. What Is an Integrated Unit? Notes

Overview INTEGRATED UNITS A PLANNING GUIDE FOR TEACHERS. What Is an Integrated Unit? Notes INTEGRATED UNITS A PLANNING GUIDE FOR TEACHERS Notes Overview Student projects at High Tech High incorporate the HTH design principles of personalization, adult world connection, and common intellectual

More information

The benefits of retrofitting U.S. homes to make them

The benefits of retrofitting U.S. homes to make them : Retrofit America s Cities Community of Practice Increasing Demand for Home Retrofits: Community-Based Outreach and Mobilization The benefits of retrofitting U.S. homes to make them more energy efficient

More information

Frisco is one of the nation s top five fastest growing cities, based on data from the Census Bureau. Frisco has grown from 33,714 residents in the

Frisco is one of the nation s top five fastest growing cities, based on data from the Census Bureau. Frisco has grown from 33,714 residents in the 1 Frisco is one of the nation s top five fastest growing cities, based on data from the Census Bureau. Frisco has grown from 33,714 residents in the year 2000 to approximately 147,000 as of April 1, 2015.

More information

Software Engineering. What is a system?

Software Engineering. What is a system? What is a system? Software Engineering Software Processes A purposeful collection of inter-related components working together to achieve some common objective. A system may include software, mechanical,

More information

Systems of Transportation and Communication Grade Three

Systems of Transportation and Communication Grade Three 1 Ohio Standards Connection: Geography Benchmark D Analyze ways that transportation and communication relate to patterns of settlement and economic activity. Indicator 8 Identify systems of transportation

More information

Lead your Generation: An Inclusive Future

Lead your Generation: An Inclusive Future Lead your Generation: An Inclusive Future RESEARCH BRIEF: DECEMBER 2013 INTRODUCTION AND BACKGROUND The Youth Sport Trust (YST) has been successful in securing National Lottery funding through the Big

More information

to Maximize Return on Investment with Marketing Automation

to Maximize Return on Investment with Marketing Automation 4 Ways to Maximize Return on Investment with Marketing Automation 4 Ways to Maximize Return on Investment with Marketing Automation The Challenge: Maximising the time and money you invest in the online

More information

DATA BROUGHT TO YOU BY

DATA BROUGHT TO YOU BY DATA BROUGHT TO YOU BY WHY BEING CUSTOMER-CENTRIC MEANS BEING DATA-DRIVEN A CROSS-CHANNEL ANALYSIS OF HOW MULTI-TOUCH ATTRIBUTION CHALLENGES CATEGORY MARKETING NORMS. Changing habits and the rapid rise

More information

Transit Campaign Planning A strategy template for organizers

Transit Campaign Planning A strategy template for organizers Transit Campaign Planning A strategy template for organizers Updated October 2011 Transit Campaign Planning: A strategy template for organizers Written by Neha Bhatt and Elisa Ortiz Updated October 2011

More information

A Guide to Creating Dashboards People Love to Use Part 1: Foundation

A Guide to Creating Dashboards People Love to Use Part 1: Foundation A Guide to Creating Dashboards People Love to Use Part 1: Foundation Dashboard Design Matters Dashboards have become standard business practice over the last decade. Dozens of dashboard building tools

More information

TOUCHPOINT STRATEGIES

TOUCHPOINT STRATEGIES TOUCHPOINT STRATEGIES MAXIMIZING THE POTENTIAL OF EVERY CONSUMER INTERACTION Executive Summary Those of us in the healthcare industry know the environment is constantly changing. One of the more recent

More information

The Engine of Law Firm Business Development - Strategic Planning

The Engine of Law Firm Business Development - Strategic Planning CRM: The Engine of Law Firm Business Development A Guide to Integrating CRM Into Your Firm s Marketing and Business Development Strategy By Debra Baker, Principal Legal Vertical Strategies July 2010 CRM:

More information

Consumer Engagement Strategy

Consumer Engagement Strategy Consumer Engagement Strategy ActewAGL Distribution Stage 1 Version number FINAL 27 May 2014 ActewAGL Distribution 1 Table of Contents 1. Introduction... 3 2. Background... 4 3. Objectives... 5 4. Our Strategy

More information

Integrated Marketing, Communications and Engagement. February 13, 2013

Integrated Marketing, Communications and Engagement. February 13, 2013 Integrated Marketing, Communications and Engagement February 13, 2013 What is integrated marketing and communications and why is it important? An integrated marketing and communications plan is: -- comprehensive,

More information

Aligning Curriculum Agenda

Aligning Curriculum Agenda Launching the Module AC Handout 1 Aligning Curriculum Agenda OUTCOME Your leadership team will be prepared to support curriculum alignment at your school. LEARNING GOALS Your team will: 1. Build a shared

More information

integrate 2: Business Process Redesign

integrate 2: Business Process Redesign Nevada System of Higher Education integrate 2: Business Process Redesign Executive Summary TABLE OF CONTENTS I. BACKGROUND AND OBJECTIVES 2 II. METHODOLOGY AND APPROACH 3 III. PROJECT OUTCOMES 5 IV. MAJOR

More information

International Year of Chemistry (IYC) 2011 Event Planning Guide

International Year of Chemistry (IYC) 2011 Event Planning Guide International Year of Chemistry (IYC) 2011 Event Planning Guide FINDING PARTNERS Determine who could celebrate IYC with you in your local area. Potential partners include: American Chemical Society groups

More information

HOW TO USE THIS TOOLKIT

HOW TO USE THIS TOOLKIT IF POLITICS IS THE ART OF THE POSSIBLE, CAMPAIGNING IS THE ART AND SCIENCE OF CHANGING WHAT IS POSSIBLE. HOW TO USE THIS TOOLKIT The purpose of this toolkit is to inform you on all things campaigns, to

More information

How to Build a Home in 2009

How to Build a Home in 2009 Build Your The Big Picture New Year s we spent the day with good friends, enjoying ourselves with food and watching football. On my way to get pizza in the kitchen I noticed one of the most difficult jigsaw

More information

Fermilab Computing Division Service Level Management Process & Procedures Document

Fermilab Computing Division Service Level Management Process & Procedures Document BMC Software Consulting Services Fermilab Computing Division Process & Procedures Document Client: Fermilab Date : 07/07/2009 Version : 1.0 1. GENERAL Description Purpose Applicable to Supersedes This

More information

THE CMI CONTENT MARKETING FRAMEWORK. 7 Building Blocks to Success

THE CMI CONTENT MARKETING FRAMEWORK. 7 Building Blocks to Success THE CMI CONTENT MARKETING FRAMEWORK 7 Building Blocks to Success Your company is probably already exploring the role that compelling content can play in your own marketing programs just as many other companies

More information

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits Developing a Marketing Plan Develop a strategic marketing plan to successfully grow your business and increase profits Learning Objectives At the end of this module, you will be able to: Understand the

More information

Recruitment & Hiring. How a disciplined hiring process can help schools choose the right team.

Recruitment & Hiring. How a disciplined hiring process can help schools choose the right team. Recruitment & Hiring How a disciplined hiring process can help schools choose the right team. MARCH 2012 The first step is choosing the right team. Recruitment and hiring can bring in strong teachers and

More information

Improving Productivity

Improving Productivity Improving Productivity Focusing the organization s resources on the right things and doing those things the right way February 2014 Introduction Electric and gas companies continue to be faced with: Attrition

More information

Organizing Your Website Content

Organizing Your Website Content A GUIDE TO Organizing Your Website Content How to build an optimized sitemap through card sorting Table of Contents Overview / 3 Card Sorting Process / 4 Card Sorting Materials / 16 Conclusion / 18 About

More information

The Web Design Guide For Small Businesses

The Web Design Guide For Small Businesses The Web Design Guide For Small Businesses Authored By: Justin Rissmiller, Owner & Operator A Publication Of: T&R Solutions: Define. Design. Progress. YOUR LOGO Contents An Introduction To Web Design 3

More information

Charting a course for Lyons future post-flood. Long-term Recovery Strategic Plan

Charting a course for Lyons future post-flood. Long-term Recovery Strategic Plan Charting a course for Lyons future post-flood Long-term Recovery Strategic Plan AGENDA 6:30-7:00pm Community Gathering: Meet & Greet 7:00-8:00pm Welcome Volunteer Appreciation Ceremony Why Have a Long

More information

Strategic Deployment:

Strategic Deployment: Strategic Deployment: A Step- by- Step Process for Planning, Implementing and Managing Change l P.O. Box 270771, Houston, Texas 77277 Phone: 713-882- 5225 Introduction Change. It's the hardest variable

More information

Client Project Summary. Change Management Insights from a Fortune 500 Apparel Company s Restructuring

Client Project Summary. Change Management Insights from a Fortune 500 Apparel Company s Restructuring Client Project Summary Change Management Insights from a Fortune 500 Apparel Company s Restructuring Change Management Insights from a Fortune 500 Apparel Company s Restructuring BACKGROUND Emergent partnered

More information

What the Financial & Insurance Industries Can Learn from Retailers

What the Financial & Insurance Industries Can Learn from Retailers What the Financial & Insurance Industries Can Learn from Retailers 1 Retailers have long understood that personalization is a strong business driver that helps them market to their customers with more

More information

Facilitated Workshops in Software Development Projects

Facilitated Workshops in Software Development Projects Facilitated Workshops in Software Development Projects Members of an IT team spent a lot of time and effort working on the requirements for a major project. At the end of three weeks, they had produced

More information

Human Resources 101. Human Resources Series. Agenda - HR s Strategic Role. Module 1: HR s Strategic Role

Human Resources 101. Human Resources Series. Agenda - HR s Strategic Role. Module 1: HR s Strategic Role Human Resources 101 Module 1: HR s Strategic Role University of California San Francisco Human Resources Training Series HR Development & Training Human Resources Series 1. HR s Strategic Role 2. Effective

More information

The Development Plan Matrix

The Development Plan Matrix The Development Plan Matrix Mission, Vision, Results Marketing: Branding, Messaging Organizational Infrastructure Development Plan Successful fundraising campaigns are built on four important elements

More information

Community Solar NY: 2016 Resource Guide for Solarize Campaign Success

Community Solar NY: 2016 Resource Guide for Solarize Campaign Success Community Solar NY: 2016 Resource Guide for Solarize Campaign Success The New York State Energy Research and Development Authority () works with community leaders, local governments, schools, and organizations

More information

Safety Net Analytics Program

Safety Net Analytics Program Safety Net Analytics Program Request for Applications August 2014 Sponsored by CCI in partnership with the California HealthCare Foundation IMPORTANT DATES Informational Webinar: 10:00am, August 27, 2014

More information

Easy Ways Retailers. 3Social Media Efforts

Easy Ways Retailers. 3Social Media Efforts Easy Ways Retailers Can Measure ROI From 3Social Media Efforts Results and Lessons from 4 Likeable Retail Brands media CONTENTS EXECUTIVE SUMMARY... 3 INTRODUCTION... 3 SOCIAL MEDIA MEASUREMENT OVERVIEW...

More information

Your Ultimate Guide To Campaigning

Your Ultimate Guide To Campaigning Your Ultimate Guide To Campaigning A Campaign... is an organised activity or series of activities energetically marketed to accomplish an aim engages likeminded people to achieve a goal is a method of

More information

Performance Marketing. Creative Principles. A Performance Marketing Agency

Performance Marketing. Creative Principles. A Performance Marketing Agency Performance Marketing Creative Principles Introduction Merkle s unique, highly disciplined creative approach is at the core of everything we do. It s what allows us to build on our unmatched track record

More information

Power the Future. Customers Regulatory agencies Employees Community and political leaders Investors/stockholders News media

Power the Future. Customers Regulatory agencies Employees Community and political leaders Investors/stockholders News media 10/12/09 Stakeholder Groups 4.14-4.17 Wisconsin Energy Corporation (WEC) defines its key stakeholders as: Customers Regulatory agencies Employees Community and political leaders Investors/stockholders

More information

Business Plan Outline

Business Plan Outline Business Plan Outline This document is designed to: 1. Describe what a business plan is 2. Include thought-provoking questions that will help you design a plan that for your business to layout a blueprint

More information

BUSINESS PROCESS OPTIMIZATION IN THE CONTACT CENTER

BUSINESS PROCESS OPTIMIZATION IN THE CONTACT CENTER BUSINESS PROCESS OPTIMIZATION IN THE CONTACT CENTER By Brian Hinton Principal Consultant Strategic Contact, Inc. June 2010 2010 Strategic Contact, Inc. All Rights Reserved WHITE PAPER ABOUT THE AUTHOR

More information

The RESULTS-BASED ACCOUNTABILITY GUIDE

The RESULTS-BASED ACCOUNTABILITY GUIDE The RESULTS-BASED ACCOUNTABILITY GUIDE Results Leadership Group The Results-Based Accountability Guide uses and is based upon concepts and materials developed by Mark Friedman, author of Trying Hard is

More information

An Oracle White Paper September 2012. Managing the Social Media Mix

An Oracle White Paper September 2012. Managing the Social Media Mix An Oracle White Paper September 2012 Managing the Social Media Mix Introduction The growth in social media has overwhelmed many marketers. Things are moving so fast that many brand managers stay busy keeping

More information

SLIM Estimate and Microsoft Project Best Practices

SLIM Estimate and Microsoft Project Best Practices SLIM Estimate and Microsoft Project Best Practices There are many activities to perform during the life of a software development project. No single tool provides all of the functionality or data that

More information

ICLEI s Sustainability Planning Toolkit

ICLEI s Sustainability Planning Toolkit ICLEI s Sustainability Planning Toolkit Winookski Bike and Ped Bridge www.nnecapa.org Northern New England Chapter of APA Conference Sustainable New England Angela Vincent Northeast/Mid-Atlantic Regional

More information

Creating the Strategy that Drives Your CRM Initiative. Debbie Schmidt FIS Consulting Services

Creating the Strategy that Drives Your CRM Initiative. Debbie Schmidt FIS Consulting Services Debbie Schmidt FIS Consulting Services 1 800 822 6758 Table of Contents More Than an IT Project...2 One Size Does Not Fit All...2 Moving Toward an Effective CRM Strategy...3 The Process...4 The Technology...4

More information

An example of best practice HR strategy

An example of best practice HR strategy An example of best practice HR strategy Summary The Big Lottery Fund wanted to implement a new organisational structure with the aims of developing management capability and streamlining the business structure

More information

ElegantJ BI. White Paper. The Competitive Advantage of Business Intelligence (BI) Forecasting and Predictive Analysis

ElegantJ BI. White Paper. The Competitive Advantage of Business Intelligence (BI) Forecasting and Predictive Analysis ElegantJ BI White Paper The Competitive Advantage of Business Intelligence (BI) Forecasting and Predictive Analysis Integrated Business Intelligence and Reporting for Performance Management, Operational

More information

Monitoring and evaluation plan example Protecting our Places

Monitoring and evaluation plan example Protecting our Places Monitoring and evaluation plan example Protecting our Places This example is designed to show you the type of information expected in a plan. Your M&E Plan should relate to the objectives you have set

More information

Training Pack. Tactical Implementation Plans (TIP s)

Training Pack. Tactical Implementation Plans (TIP s) Training Pack Tactical Implementation Plans (TIP s) Aims and Objectives Target Audience : Change Managers, Change Agents, Business and Function Managers, Trade Unions Purpose of Module : To train attendees

More information

TEACHING THE FIVE THEMES OF GEOGRAPHY THROUGH PICTURE BOOKS. Chris Frazier Oakbrook Elementary School Ladson, SC

TEACHING THE FIVE THEMES OF GEOGRAPHY THROUGH PICTURE BOOKS. Chris Frazier Oakbrook Elementary School Ladson, SC TEACHING THE FIVE THEMES OF GEOGRAPHY THROUGH PICTURE BOOKS Chris Frazier Oakbrook Elementary School Ladson, SC Overview Students will be introduced to the five themes of geography through the use of picture

More information

Introducing ConceptDraw PROJECT

Introducing ConceptDraw PROJECT Introducing ConceptDraw PROJECT Introducing ConceptDraw PROJECT Contents Introducing ConceptDraw PROJECT... 1 What is ConceptDraw PROJECT?... 6 Visualize Project Data...6 Plan Projects and Manage Change...7

More information

PLAN THE WORK. Strategic Communication Planning for Not-for-Profit Organizations

PLAN THE WORK. Strategic Communication Planning for Not-for-Profit Organizations PLAN THE WORK Strategic Communication Planning for Not-for-Profit Organizations This handbook was produced by the Institute for Media, Policy and Civil Society for the Centre for Community Organizations

More information

How to Host an ACHA Fundraiser Adult Congenital Heart Association

How to Host an ACHA Fundraiser Adult Congenital Heart Association How to Host an ACHA Fundraiser Adult Congenital Heart Association 3300 Henry Ave., Suite 112 Philadelphia, PA 19129 (215) 849-1260 Toll-Free: (888) 921-ACHA www.achaheart.org Dear Potential Fundraiser,

More information

Starting a Volunteer Program

Starting a Volunteer Program Program Planning Instituting a new volunteer program or reenergizing an existing one involves a process that covers a range of management functions from needs assessment, volunteer position development

More information

1. Overview of Project Neutral

1. Overview of Project Neutral 1. Overview of Project Neutral Project Neutral (PN) is an ambitious initiative to transition neighbourhoods to carbon neutrality. Since 2010, PN has been working with community leaders in two Toronto neighbourhoods,

More information

How 360i Optimizes Community Management and Social Analytics Reporting for Global Brands

How 360i Optimizes Community Management and Social Analytics Reporting for Global Brands How 360i Optimizes Community Management and Social Analytics Reporting for Global Brands The Challenge The Challenge Through their Expion partnership, 360i has guided Expion down the path of building additional

More information

BARBARA SEMEDO Strategic Advisor, Communications & Media www.linkedin.com/in/bsemedo basemedo@gmail.com

BARBARA SEMEDO Strategic Advisor, Communications & Media www.linkedin.com/in/bsemedo basemedo@gmail.com Proposal LAUNCH NATIONAL COMMUNICATIONS & MARKETING CAMPAIGN Sharing the story & building a strong brand for SAVE Students Against Violence Everywhere Thank you for the opportunity to offer a proposal

More information

SEO Guide for Front Page Ranking

SEO Guide for Front Page Ranking SEO Guide for Front Page Ranking Introduction This guide is created based on our own approved strategies that has brought front page ranking for our different websites. We hereby announce that there are

More information

Mission Statement. Integration We integrate children into the life of the whole church including worship, missions and fellowship.

Mission Statement. Integration We integrate children into the life of the whole church including worship, missions and fellowship. Mission Statement The Children s Ministry exists to love, teach and inspire local children in order that they and their families will love God, lead like Christ and confidently live the Christian faith.

More information