Event Marketing Kit Contents Section 1 BEFORE YOU BEGIN Offers useful tips and practical advice on how you can increase the effectiveness of your event marketing efforts. Section 2 CHECKLISTS Assists you with overall event planning, materials, promotion and follow-up by providing a series of convenient checklists. TEMPLATES Offers a pre-designed graphic structure and easy-to-use electronic templates that allow you to easily create postcards, flyers, brochures, newsletters, ads, and other marketing materials. Section 4 READY-TO-USE MATERIALS Contains information about the variety of ready-to-use materials included in your Kit. Includes an order form to assist you in ordering materials for your next event. Section 5 MESSAGING GUIDELINES Includes information that will help you communicate more effectively about BetterInvesting and its member benefits to current and prospective members, local editors and community leaders. Section 6 PRODUCTION DISCOUNTS Describes an arrangement under which you can enjoy special discounts on commonly used office supplies including paper and printing at OfficeMax stores nationwide.
Before Before You Begin You're on the front lines eye-to-eye with existing and prospective members who expect to be informed, educated and entertained through events and other encounters you initiate. It s a big job, and thanks to the efforts of committed volunteers like you across the country, it's been a job well done. At the same time, you've told us that you d like more tools and resources that let you create local marketing solutions customized for local audiences. Now you have instant access to a single reference and implementation tool: the BetterInvesting Event Marketing Kit. The Kit was developed in conjunction with BetterInvesting s outside communications partner, a highly regarded organization with more than 30 years of experience developing marketing communications for non-profit organizations as well as companies in the financial-services area. The purpose of the Kit is simple: to support you by providing ideas, strategies and tips to create your own BetterInvesting event marketing programs quickly and effectively. Each element is designed to help you reach more people in more places and in more ways. GETTING THE MOST FROM YOUR MARKETING EFFORTS Studies show that it takes repeated exposure to the same message to make an impact and generate action. That means, if you want more people at your next event, you ll want to use more marketing tools. The key to action is frequency for maximum effect, your target audience must see your message multiple times (3-4 minimum). Section 1 1
Before Before You Begin KEEP MESSAGES SIMPLE Research shows that short, simple messages are more effective and easiest to remember. Your communications should not be complicated or lengthy. Simply stick with the basics and be sure to identify: who will benefit by attending your event (e.g., those interested in increasing their wealth); what they will experience (e.g., guest speakers and discussion groups); when and where the meeting will be held; and, how they can join you. Tip: Make this last point a call-to-action. (e.g., Phone 555-5555 now to register for this free event! ) To reinforce your main message and make it stand out from the clutter of competing messages, include core ideas that make BetterInvesting different (non-profit, volunteer-based, member-driven, mission of investor education, etc.) See Section 5 for more messaging guidelines. APPLYING THE POWER OF BRANDING You ve probably noticed that you can shop at any Home Depot around the country and know that an orange-aproned associate will walk you to the exact location of an item you can t find. And you can visit any McDonald s anywhere in the world and know that the french fries will taste exactly the same as they do in your own neighborhood. These are examples of branding, a proven marketing process that builds familiarity, consistency and customer loyalty. Whether it s a look, a taste or a way of doing business, branding works. And it s how BetterInvesting can work better. You can put the BetterInvesting brand to work and help your communications stand out and take root by consistently using BetterInvesting identity elements and core messages in your marketing materials, advertising and public relations activities. And by retiring your apparel, signs and other items displaying the now-obsolete NAIC brand. By unifying the way Chapters across the country market themselves by having all Chapters speak with one voice we will achieve a uniform and thriving national brand presence. You ll no longer have to fly solo. You ll have the strength of a leading national brand working for you every time you promote an event. The promotional tools contained in this Event Marketing Kit encourage each Chapter s individuality and creativity, letting you do your own thing within a consistent brand framework. The extensive quantity and variety of templates and ideas will enable your Chapter to do more local marketing easier, faster, with better results than ever before. Section 1 2
Before Before You Begin GO WHERE THE PEOPLE ARE Don t count solely on interested investors coming to you. With these attractive and effective materials as part of your Chapter presentation, you ll be well prepared to expand your education and member-recruitment efforts. Now you can get out into the community, set up your booth and draw prospects by participating in local events such as art fairs, home shows, financial shows, and other community events, as well as programs sponsored by Kiwanis, Elks Clubs, Rotary and similar local service groups. Here are some additional ideas that can increase awareness of BetterInvesting Chapters and generate interest on a local level: Initiate programs that create long-term relationships with parents and their children. Make presentations to local branches of the Boy Scouts and Girl Scouts, PTAs and other community organizations. Identify and use local advertising opportunities. There are many creative and inexpensive ways to reach prospective members, such as banners at art fairs, table-top opportunities at community events, participation in local charitable fund-raisers, sponsorship of community theater groups, etc. Attach business cards containing Chapter contact information to all event handouts and other printed materials. Promote and stage a WebEx online seminar or presentation (See details in Section 4.) Work with your local access community TV station to arrange for airing of the How to Start an Investment Club video. (See details in Section 4.) Section 1 3
Before Before You Begin BUILD RELATIONSHIPS WITH LOCAL MEDIA Many newspapers and magazines as well as radio and television stations regularly look for news of local interest. By developing and maintaining relationships with your local media, you can help fill their need for news and often gain considerable free publicity for your Chapter and its events. Begin by calling or writing your local media outlets and inviting their reporters to your next event. Or, better yet, drop by their office and extend your personal invitation. Of course, the same celebrity or special guest that draws extra attendees to a meeting may also serve to attract reporters. Timing is everything, so be persistent. You may be turned down several times by a reporter before you succeed in having your event or Chapter publicized. Another suggestion: Let editors and reporters know you are available as a local source of information on investing. Editors and reporters often seek comments from interested community members on major news stories. One way to do this is to check your local newspaper for articles on investing or related topics, then call-in or email your comments to the writer or editor. Let the editor know that you are a BetterInvesting volunteer and would be glad to provide local feedback or perspective for future stories. Follow up with information on local BetterInvesting activities and programs, reminding the editor of BetterInvesting s non-profit, volunteer-based approach to investor education in your community. Section 1 4
Before Before You Begin WHAT TO WEAR You are an extension of the BetterInvesting brand. Your knowledge and enthusiasm have always been a visible asset. Use BetterInvesting wearable items such as shirts, pins and name tags, and the look will be complete. For details, see order form in Section 4. Shirts (sport shirt; long-sleeve button down) Chapter Volunteer Pins Name Badges (Template supplied in ) Wearing BetterInvesting apparel at your chapter events presents a consistent look and gains the benefits of national branding. Wearing NAIC-branded apparel detracts from the BetterInvesting brand and should no longer be worn at your Chapter events. Use the order form supplied in Section 4 to purchase BetterInvesting apparel with your chapter identity, and wear it proudly! Section 1 5
Checklists Checklists START EVERY EFFORT BY CHECKING THE BASICS Producing a successful Chapter event encompasses many areas and countless details. Your Event Marketing Kit can help. To assist you with planning, materials, promotion and follow-up, this section includes a series of handy, easy-to-use checklists. Use them to ensure that you touch all the bases from preparation to follow-through. And, don t hesitate to amend them for future activities; every Chapter will have special circumstances and contingencies that need to be considered during event planning. This section includes checklists for: Event Planning The Right Materials Reaching Existing Members Attracting Prospective Members Following Up an Event Ongoing Activities Section 2 1
CHECKLIST: EVENT PLANNING Budget. Your budget will determine the extent of everything that follows. Guest List. If there is a guest list, it will be determined primarily by budget and room. Date, Time, Site. Make a short list of appropriate sites and select one based on availability, cost, location and other pertinent factors. Keep in mind any dates that conflict with holidays, religious observances or local events. Guest Speakers. When inviting special guests, consider people who would bring something interesting or unique to the event. Be sure the speaker is available and affordable, agree on terms and get it all in writing. Facility Arrangements. Do you need licenses and permits, audio/video equipment or podiums? How about flowers and decorations? Do you have enough staff for setup and cleanup? Vendors. The best advice is: Plan ahead. If you need a photographer or videographer, invitations or giveaways, get everything and everyone locked in as early as possible. Marketing Plan. Decide how you will promote your event, drawing on the ideas and resources in your Kit. Here are a few items to consider: Create a Promotion to help draw people to your event. Example 1: Bring-a-Friend Utilize a drawing for free membership or BetterInvesting educational tools or merchandise for members and their guests who attend your event. Example 2: Own Your Share of America Ask a public company in your area to contribute a share or two of stock to feature as a drawing prize. Local Celebrities often improve media coverage. Promotion and Publicity. Publicize your event if it is newsworthy: Alert, advise, invite and follow up with your local media. Remember, you can t control or depend on free publicity, so don t count it as part of your three-time message frequency. CHECKLIST: EVENT PLANNING Event Name. Create a catchy name for your event one that captures the benefit attendees can expect from participating. Examples include: How to Turn $100 into $1,000 Stock picking: How to Beat the Pros 10 Secrets to High-return, Low-risk Investing Mutual Fund Investing: 10 Ideas that Work Investing Basics: How to Make Money in any Market Section 2 2
CHECKLIST: THE RIGHT MATERIALS A complete promotion for your BetterInvesting event has been planned and you expect a good mix of existing and potential members to attend. Do you also have everything you need for the event itself? Delivering the right experience on event day is just as important as recruiting the right attendees. Here s a checklist of materials that can help you implement a successful and memorable event: DISPLAY ONLY: Event Room Materials** (tabletop display graphics and table banner) Member Recruitment Video** (BetterInvesting: An Overview Video) PowerPoint Presentation* BetterInvesting Wearable Items** Drawing Box for Completed Drawing Entry Forms Name Badges* DISPLAY AND DISTRIBUTION: Giveaways** BetterInvesting Magazine** Chapter Newsletter* Letter-Fold Brochure (Generic)* Letter-Fold Brochure (Calendar of Events)* Calendar of Events Flyer* Business Cards* Promotional Drawing Entry Forms** CHECKLIST: THE RIGHT MATERIALS Member Recruitment Kits** How to Start an Investment Club Brochures** * Templates are included in. ** Available by contacting Chapter Services or by using the order form supplied in Section 4. Section 2 3
CHECKLIST: REACHING EXISTING MEMBERS BetterInvesting members put a high value on Chapter educational events. But getting busy investors to sign up for your event can still be a challenge. This checklist is a perfect place to start. Email your Club contacts to alert them to event content and timing, and to ask for their support in getting local club members involved. BetterInvesting Magazine is your main channel of communication to current members. Each issue features a list of upcoming Chapter events. Be sure your events are listed. Your Chapter Newsletter is also of great value in alerting members to upcoming activities. (See how-to tips in ) Direct-mail Postcards make effective reminders, and can also be useful in attracting recipients to your event or driving them to your web pages for additional information. (See how-to tips in ) Utilize an Email Blast, an easy and inexpensive way to reach large numbers of people. Its immediacy is particularly useful when changing or adding event details, confirming event registration, or sending last-minute reminders. Create a Website Banner Ad on your Chapter home page that links to information about your event. Be sure your ad links to a full description, list of benefits, and sign-up information for each event. (See how-to-tips in ) Create a Promotion to help draw people to your event. Example 1: Bring-a-Friend Utilize a drawing for free membership or BetterInvesting educational tools or merchandise for members and their guests who attend your event. Example 2: Own Your Share of America Ask a public company in your area to contribute a share or two of stock to feature as a drawing prize. CHECKLIST: REACHING EXISTING MEMBERS Section 2 4
CHECKLIST: ATTRACTING PROSPECTIVE MEMBERS When you open an event to the public, you re helping to build a stronger future for BetterInvesting. This checklist will jump start your efforts to populate your event with qualified prospective members investors ready to learn and grow. Event Advertising - Run an ad in your local newspaper or other publications that serve your target audience. (See how-to tips in ) Implement a Viral Email campaign. Simply send an email message about your event to current members and ask them to forward it to family, friends and co-workers who might be interested in attending. (See how-to tips in ) Use Direct Mail. Mail postcard or letter-fold brochure to your prospective-member database. Or purchase your database from a company such as W.S. Ponton, Inc., which offers a variety of methods to build a list that will best target local member prospects (800-628-7806; www.wsponton.com). (See how-to tips in ) Distribute Flyers to prospective and existing members. Post your flyer in public places. (See how-to tips in ) CHECKLIST: ATTRACTING PROSPECTIVE MEMBERS Section 2 5
CHECKLIST: FOLLOWING UP AN EVENT A well-planned, well-promoted and well-staged event is a sure recipe for success. However, capitalizing on that success through effective post-event follow-up is equally important. Here are a few ways to be sure you fully leverage the goodwill your event has generated. Event debrief rate the event and discuss areas that were successful and areas that need improvement for the next event. Use this opportunity to update your checklists, deleting those checks that do not apply to your Chapter and including new ones that may improve future meetings. If you held a drawing, create a database, or update an existing database, to include information provided on entry forms. Use the attendee information provided on entry forms to email or mail follow-up communications. Don t forget to thank the attendees. Publicize after the event. Take photos, label them with attendee names, and send them to your contacts at local newspapers and magazines. Publications will often run articles on events after they have occurred, providing you with valuable publicity for future efforts. CHECKLIST: FOLLOWING UP AN EVENT Section 2 6
CHECKLIST: ONGOING ACTIVITIES Recruiting existing and prospective members to your events is far easier if your Chapter already has a solid reputation for investor education and community involvement. Here are key activities that will help you develop this advantage: Press releases and public service announcements are key elements in any public relations campaign and can help your Chapter gain visibility through newspapers, radio and television. (See how-to tips in ) Consider creating a curriculum and offering it as part of the Adult Education program in your community. Get involved with your local Chambers of Commerce staff. Work with them to identify opportunities to promote BetterInvesting at local business events. Check out their website and ask about using their mailing list to promote your event. Contact local service clubs (Kiwanis, Rotary, Elks, etc.) and offer to put on a program as part of their monthly meetings. Build on the Good Morning America initiative. Contact your localaccess community cable television station and ask for local access time to air the How to Start an Investment Club video. (See how-to tips in Section 4) CHECKLIST: ONGOING ACTIVITIES Section 2 7
Templates Templates Every do-it-yourselfer needs the right tools. Included in your Event Marketing Kit are tools you can put to work immediately. Let s start with a brief word about electronic templates. Microsoft Word Templates provide a pre-designed graphic structure within which you can place your own text and other elements to easily and quickly create finished layouts for postcards, flyers, brochures, newsletters, ads and other materials. Templates can be copied from the CD supplied in this section of your Event Marketing Kit, or downloaded from www.betterinvesting.org, Volunteers section, PR/Marketing area. USING YOUR TEMPLATES The Microsoft Word templates supplied are user-friendly; all fonts (typefaces) and column widths are pre-determined. All you have to do is add your specific information, select Save As and create a new name for the document (e.g., Newsletter0107.doc ). You can type directly onto the template or cut and paste text from another document. Be sure that all default text is replaced with your Chapter information. When you Save As and rename the document, the original template is not altered. All templates are designed using the Arial typeface, which is pre-installed on all PCs, as part of the Microsoft Word program. Be sure to use the typeface and size as indicated on the template. HINT: Your first step should be to create a new folder in the My Documents area of your computer and call it BetterInvesting Templates. Copy all of the templates from the disc to this folder. In case a copy of one of the templates is altered by mistake, you can easily copy it again from the original disc, which should be stored in a safe place. All communications for a given event should be built around the same basic theme. This allows your message to be presented consistently and reinforced effectively across a range of communication tactics. To help achieve this, it s important to use matching templates (templates with the same or similar headline) for all event communications postcards, flyers, ads, etc.). 1
Templates This section includes three types of templates: 1) Templates designed for use with pre-printed paper stock Postcards an inexpensive way to reach existing and prospective members using direct mail. Flyers for bulletin boards and handouts. Letter-Fold Brochure (Calendar of Events) create a full description and schedule for your upcoming chapter events. Letter-Fold Brochure (Generic) a general-purpose handout or mailing piece specific to your chapter. (See pre-printed paper stock samples in this section) 2) Templates designed for use with white 24# blank (unprinted) paper stock Newsletter a fundamental member communications tool. Calendar of Events Flyer pass out at Chapter events. Keep members and prospective members aware of your scheduled Chapter activities. Name Badges help make event attendees feel welcome enable them to call you by name. Letterhead/Business Cards achieve consistent brand identification. Publicity: Press Releases/Public Service Announcements gain visibility through newspapers, radio and television. (See samples printed on blank (unprinted) paper stock in this section) 3) Templates designed to create finished electronic files only (no printing required) PowerPoint Presentation Easy-to-use PowerPoint Templates that can be adapted for your Chapter presentations. Viral Email pre-written text that describes the viral email concept. Includes forwardable email for members to share with non-member friends, family and co-workers. Website Banner Ad An easy way to highlight events on your Chapter website home page. Advertisement tap the power of newspapers and community publications. 2
TEMPLATE: POSTCARDS Postcards are an inexpensive way to communicate upcoming events and other information to both club members and prospects. Send the postcards to each club contact person. There is a reminder on each postcard template to Please share this with your club! (Omit this reminder on postcards going to prospective members.) Samples of the pre-printed paper stock for all four postcards are included in this section. Start-up quantities of pre-printed paper stock (all four versions) are included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. If you need a quantity of 250 or more, simply send the completed electronic template to Chapter Services at chapterservice@betterinvesting.org and we will print your postcards and return them to you for mailing. Make sure you provide Chapter Services with any scheduling information. There are four different postcard templates included in your Event Marketing Kit. Each template is designed for use with pre-printed paper stock (two postcards per page) that provides room for you to insert event details and other information: Postcard A: Are you meeting your financial goals? Ideal for attracting prospective members to your event. Postcard B: Ready for Retirement? Suitable for both current and prospective members interested in investing for retirement. Postcard C: Mark Your Calendar for These Exciting Events Allows you to communicate multiple upcoming events to both existing and prospective members. Postcard D: Generic A general-purpose format that gives you more flexibility to build a custom message, based on your particular goals and event specifics. TEMPLATE: POSTCARDS Be sure to use the electronic template that matches the pre-printed paper stock you intend to use. 3
TEMPLATE: POSTCARD A ARE YOU MEETING YOUR FINANCIAL GOALS? Message Side Address Side Print and Proof Save and Print Postcard_A_Meeting_Message.doc Postcard_A_Meeting_Address.doc Postcard A: Are you meeting your financial goals? is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_A_Meeting_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD A Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Are you meeting your financial goals? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 4
TEMPLATE: POSTCARD A ARE YOU MEETING YOUR FINANCIAL GOALS? Message Side Address Side Postcard_A_Meeting_Message.doc Postcard_A_Meeting_Address.doc Print and Proof Save and Print Postcard A: Are you meeting your financial goals? is created by using two templates. One for the message side. Another for the address side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_A_Meeting_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD A Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Are you meeting your financial goals? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 5
TEMPLATE: POSTCARD B READY FOR RETIREMENT? Message Side Address Side Print and Proof Save and Print Postcard_B_Retirement_Message.doc Postcard_B_Retirement_Address.doc Postcard B: Ready for Retirement? is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_B_Retirement_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD B Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Ready for Retirement? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 6
TEMPLATE: POSTCARD B READY FOR RETIREMENT? Message Side Address Side Print and Proof Postcard_B_Retirement_Message.doc Postcard_B_Retirement_Address.doc Postcard B: Ready for Retirement? is created by using two templates. One for the message side. Another for the address side. Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_B_Retirement_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD B Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Ready for Retirement? on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 7
TEMPLATE: POSTCARD C MARK YOUR CALENDAR... Message Side Address Side Print and Proof Save and Print Postcard_C_Calendar_Message.doc Postcard_C_Calendar_Address.doc Postcard C: Mark Your Calendar... is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_C_Calendar_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 4 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 5 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD C Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Mark Your Calendar... on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 8
TEMPLATE: POSTCARD C MARK YOUR CALENDAR... Message Side Address Side Print and Proof Postcard_C_Calendar_Message.doc Postcard_C_Calendar_Address.doc Postcard C: Make Your Calendar... is created by using two templates. One for the message side. Another for the address side. Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening the file titled Postcard_C_Calendar_Message.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD C Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the paper stock printed with Mark Your Calendar... on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 9
TEMPLATE: POSTCARD D GENERIC Address Side Print and Proof Save and Print Postcard_D_Generic_Address.doc Postcard D: Generic is created by using two templates. One for the address side. Another for the message side. This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the address side template, begin by opening the file titled Postcard_D_Generic_Address.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the top address block. 2 Edit the bottom address block. 3 Insert postcard headline. 4 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 5 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 6 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD D Address Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. This template is designed for use with pre-printed paper stock included in your Kit. Be sure to use the pre-printed paper stock with no pre-printed headline on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 10
TEMPLATE: POSTCARD GENERIC MESSAGE SIDE Message Side Message Side Message Side Postcard_D_Generic_Message_A.doc Print and Proof Postcard_D_Generic_Message_B.doc Save and Print Postcard_D_Generic_Message_C.doc Postcard D: Generic is created by using two templates. Select one of the three templates shown above as your message side. A separate template is provided for the address side. Each template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the message side template, begin by opening one of the three message side template files: Postcard_D_Generic_Message_A.doc, Postcard_D_Generic_Message_B.doc or Postcard_D_Generic_Message_C.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 Edit the main body of the postcard message. 2 Edit the chapter name above the logo. 3 Delete the forwarding reminder message, if postcard is not being mailed to club contacts. 4 Highlight and copy the text from step 1 and paste it here. 5 Highlight and copy the text from step 2 and paste it here. 6 Repeat step 3. 7 Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. 8 Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. 9 Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Remember, each piece of pre-printed paper stock produces two (2) postcards. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. TEMPLATE: POSTCARD D Message Side The method described above is appropriate for small quantities. Or, you can address them by hand, or with mailing labels created in Microsoft Word. These templates are designed for use with pre-printed paper stock included in your Kit. Be sure to use the pre-printed paper stock with no pre-printed headline on the address side. Remember that each piece of pre-printed paper stock produces two (2) postcards. 11
TEMPLATE: FLYERS Flyers attract attention when they are distributed at community events, or posted in appropriate public places such as libraries, community centers, colleges and grocery stores. Be sure to receive permission to post or pass out your flyers. Samples of the pre-printed paper stock for all four different flyers are included in this section. Start-up quantities of pre-printed paper stock (all four versions) are included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. Templates for four different flyers are included in your Event Marketing Kit. Each template is designed for use with pre-printed paper stock that provides room for you to insert event details such as date, time, place, contact information and map and/or directions. Flyer A: Are you meeting your financial goals? Ideal for attracting prospective members to your event. Flyer B: Ready for Retirement? Suitable for both current and prospective members interested in investing for retirement. Flyer C: Mark Your Calendar for These Exciting Events Allows you to communicate multiple upcoming events to both existing and prospective members. Flyer D: Generic A general-purpose format that gives you more flexibility to build a custom message, based on your particular goals and event specifics. TEMPLATE: FLYERS Be sure to use the electronic template that matches the pre-printed paper stock you intend to use. 12
TEMPLATE: FLYER A ARE YOU MEETING YOUR FINANCIAL GOALS? Flyer_A_Meeting.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_A_Meeting.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER A 1 2 3 4 5 6 Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline Are you meeting your financial goals? 13
TEMPLATE: FLYER B HOW TO INVEST FOR RETIREMENT Flyer_B_Retirement.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_B_Retirement.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER B 1 2 3 4 5 6 Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline How to Invest for Retirement. 14
TEMPLATE: FLYER C MARK YOUR CALENDAR... Flyer_C_Calendar.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_C_Calendar.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER C 1 2 3 4 5 6 Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with the headline Mark Your Calendar... 15
TEMPLATE: FLYER D GENERIC Flyer_D_Generic.doc Print and Proof Save and Print This template is a single-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the flyer template, begin by opening the file titled Flyer_D_Generic.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: TEMPLATE: FLYER D 1 2 3 4 5 6 7 Edit the headline. Edit the main body text of the flyer, indicating event title (WHAT), time (WHEN), place (WHERE) and registration information (TO REGISTER). Edit the contact information. Edit the chapter name above the logo. Click on the red dot and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the pre-printed paper stock, verifying that everything lines up as desired. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed paper stock with no pre-printed headline. 16
TEMPLATE: LETTER-FOLD BROCHURE (CALENDAR OF EVENTS) A Calendar of Events letter-fold brochure is an ideal way to inform members and prospective members of upcoming activities. Pass them out at your next event, or mail them in a standard #10 business envelope. This template allows you to create a full description and schedule for upcoming chapter events. The letter-fold format provides a finished piece that fits perfectly in literature holders and standard #10 business envelopes. A sample of the pre-printed paper stock for the letter-fold brochure (calendar of events) is included in this section. A start-up quantity of pre-printed paper stock is included in your Kit. You can order additional quantities by contacting Chapter Services, or by using the order form supplied in Section 4. TEMPLATE: LETTER-FOLD BROCHURE (Calendar) 17
TEMPLATE: LETTER-FOLD BROCHURE (CALENDAR OF EVENTS) Letterfold_Calendar.doc This template is a multi-page Microsoft Word document. It should open in Print Layout mode and appear on your screen as shown above. If it does not appear as shown here, go under View and select Print Layout. To use the letter-fold brochure template, begin by opening the file titled Letterfold_Calendar.doc. Now, use the Save As command under File to create (and name) a duplicate document on which to make your edits. Next, follow these steps: 1 2 3 4 5 6 7 8 9 Print and Proof Save and Print Fold Place Chapter name here. Edit the Chapter name above the logo. Edit the contents area. Follow the column sequencing indicated (a-b-c). You will need to manually break the text from one column to the next. Edit registration form to include Chapter specific information. Edit the Spotlight event area. Click on the red dot on both pages of the template and press the Delete key to eliminate the background elements, shown here for formatting purposes only. Print and proofread. Print one trial copy on a black and white copy of the preprinted paper stock, verifying that everything lines up as desired. Unless you have a two-sided printer, you will need to print page 1 and page 2 separately loading the printer appropriately for each page. Save and print final document. Load the pre-printed paper stock in your printer. Print the number of copies needed. Fold to proper letter-fold size. Note that it is easy to inadvertently erase a text box. Remember that you can use the Undo command under Edit or [Control > Z] to back up a step and try again. This template is designed for use with pre-printed paper stock included in this Kit. Be sure to use the pre-printed letter-fold brochure paper stock with the subhead Calendar of Events and description line Learn-by-doing investment programs... TEMPLATE: LETTER-FOLD BROCHURE (Calendar) 18