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    Brand Planning Tools

    Brand Planning. The Clarity Cure.

    By
    Steve Poppe
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    claim and proof

    In meetings I love to say “I am a simple man.”  Not sure how much good it does me, but it is me nonetheless. My whole brand planning shtick is tied to the simplification of branding. Readers know that means a brand plan is One Claim, Three Planks. The claim is not a tagline, it’s the strategy that drives business. The planks are the array of proof that give consumers permission to believe the claim. Simply put, a brand plan is a coming together of what consumers want most and what a brand does best. Period.

    I love brand planners, but some are so wound up in inside baseball terms and theory, they lose sight of the goal: Creating an idea in the mind of consumers that predisposes (and post-disposes) them to a sale.

    A brand plan is an upstream thing. Once done, all the follow-on expression of the plan – the tactics – need to be planned as well.  And that, too, is the provenance of the planner. However in all of my travels in the space, I’ve yet to come across one SlideShare presentation, one Plannersphere deck, one Planning Salon video, one Planningness talk that simplifies the upstream brand plan into this 1+3 recipe. So either I’m tripping or we haven’t found the clarity cure yet.  

    One claim, three planks is the cure, he said humbly. Peace!

     

    A Brand Test for CEOs.

    By
    Steve Poppe
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    Here’s one way to see if your company has a brand plan.  Summon department leaders and one random dept. employee into the conference room on a Monday morning. Ask each of them to create a PPT presentation describing the company mission in twelve pages — no more, no less. Make sure they explain what the company Is and what the company Does. (Here referred to as the Is-Does.)  Ask them to report back by 1 P.M., where sandwiches will be served and the work reviewed as a group.

    As with any research, offer up that there are no right or wrong answers and grades will not be issued. 

    Companies with strong brand cultures will share presentations containing similar organizational structure and language.  The other 92% will be a mash-up. What will they mash up?  Learnings from category-leading brands. Things they recall reading in the trade press and news.  A little bit of personal aspiration, maybe some lyrics from the company PR boiler plate and, likely, some CEO language. A doggy’s dinner as Fred Poppe might have said.

    In companies with tight brand plans, every employee knows what business they’re in. They can articulate what products are sold, what customers care about and the business-winning goals. These are business fundies. This is strategy.  It’s worth sharing with employees.  

    Try this brand plan test out and see what can be learned about from a few simple PPT sides. Peace.

    Zoom and Brand Research.

    By
    Steve Poppe
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    0

    Brand strategists are always on the lookout for trends and cultural developments. One such trend, resulting from the pandemic, is the growth of Zoom meetings. In my last post I discussed how less meetings and more independent work are not the most productive ways to work in today’s world – though there are certainly positives.  But recently I was on a Zoom call and noticed a neat strong positive to working remotely, albeit it was a bit embarrassing.

    Last week I was on a Zoom webinar sponsored my alma mater Rollins College on the topic of diversity, inclusion and equity; a topic on which I need mas training. For a change most of the postage stamp heads were black. (Is it me or do other white people look at rooms filled with white heads and feel uncomfortable? White much? is a meme I like to use.) Anyway, the webinar guest, activist Sophie Williams from London, was explaining that decades ago the gov’t tried to recruit blacks to live in the U.K. by running ads in the West Indies, highlighting all the wonderments of UK life. Sophie went on to say it was effective advertising though it never mentioned that life for blacks in the UK was going to be “shit.” I giggled at her expletive. No one else did. Zoom allowed me to see that. Big ass faux pas. Insensitive me. Had, in real life, I been in a row of students looking at the back of heads I would never have known my mistake.

    While working at Zude, a social media startup, years ago and attempting to recruit musical acts, I uncovered an important planning insight: “never are musical artists more in touch with their art than when looking into the eyes of the audience.”  Zoom lets you do that. Used properly it can be a great research tool.  

    Peace.  

     

    Brand Strategy Boil-Down.

    By
    Steve Poppe
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    My wife suggested reusing an Amazon bag for shipping something to my mom. The wifus is a smart lady. There was a lot of noise on the outside of the bag including printed bar codes, markings, and UPS truck soot.  Her idea was to put a new label over the old Amazon label and let it fly. Save a tree, use a proven vessel, a good idea.

    I suggested turning the bag inside out, which I did. The inside was pristine gray.

    This story is a bit metaphoric (sophomoric?) for my approach to brand planning. When doing discovery, you want to look at all sides. Inverse. Obverse. I’m sure there’s another verse.  The point being, and this is certainly true for creative problem solving, more perspectives are energizing.  Sometimes typos can be informative. Especially so for me.  Sort of like the 3M person who spilled mixatives and created the Post-It note. (Is mixative even a word?)

    Brand planners know their own process. Amass information then do the boil-down. Everyone should boil from a bigger pot. Let the fun begin.

    Peace.

     

    Biggest critic.

    By
    Steve Poppe
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    0

    I’m always on the lookout for new ways to extract important information from executives about their companies. My 24 Questions, designed to follow the money, are not great at generating stories… and stories (aka proof/examples) are what create context and power for brand planners.  A flesh vs. bones thing. So the latest question I’ve been dabbling with is “Who is the industry’s biggest critic?” Or, “Of all the opinion leaders in your business, whose approval do you hold dearest and why?” I’ll probably test it out both questions. The first is the more open of the two and presumes a critical but, honestly, I am more eager to hear about praise. It is an open question and can be easily toggled.

    Most people, be they executives or consumers, can articulate the opinion leader they most admire. That person is a good source of brand planning study. That person may not want to share all his/her secrets, but often provides shortcuts to pearls of wisdom and grist for the narrative mill.  Successful home brewers’ opinions are worth more to the average beer drinking Joe than are sports stars. An IT professional’s opinion is more valuable than a Best Buy salesperson.  Think “expert witnesses” in a jury trial, to the max.

    Find these people, learn why they are great critics, and get their stories. Probe the “doing” part of their role rather than the “critique or praise” itself. Probe for story. Peace.

     

    Brand Planning Interview Techniques.

    By
    Steve Poppe
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    Learning is at the center of everything good.  Teaching doesn’t always get the same rap.  Where would we be without teachers?  Not in a good place. There must be teachers.

    I worked for a company that enlightened me about learning. My job was to organize the selling of leaning tools, be they technological or pedagogical, and it really warmed me to the difference between teaching and learning – how they are perfectly and imperfectly intertwined. 

    Brand planners are attuned to learning. They take to it like ants to peanut butter and jelly samiches. Interviewing SMEs (subject matter experts), company captains and consumers in true learning mode really lights up the exchange.  Note taking and quiet keyboard clicking makes for a short, dull interview. Smiles, thoughtful questions, stories, and engagement make the time fly. Even when you ask a goofy or counterintuitive question — if done as an eager learner, it can enhance the experience. And try not to teach the teacher. Be Socratic in your method. You can challenge observations or highlight contradictions, but do so with that dog-like “Where’s the ball?” gaze.

    Brand planners who are devout learners, who don’t enter a room with answers, are the ones who turn on the lights. The ones who create illumination. It may be steady, sporadic or rocky, but it is illumination. Puh-eace!   

     

    Brand Planning Tips

    By
    Steve Poppe
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    0

    merle haggard

    So I was listening to Merle Haggard yesterday and the old coot was doing a duet with Jewel and, by God, he changed his vocal treatment – his voice — on the song. It was Merle but he was trying to impress her, trying to woo her. Men! There was a gentleness to his voice that you won’t hear in most of his tunes. The tone send a message. So I’m thinking if he can change his tone and impart different meaning, sub rasa meaning, so can the rest of us. Why not use it as a brand planning tool?  So I’m playing around with an interview technique that will prompt interviewees to answer questions in various voice types. You know the voice you use when someone is confiding tragic personal news to you? Or the voice used to encourage a child who needs support? Have you a sexy voice? The key is to get the interviewee to use a topic-appropriate voice in an interview to impart greater meaning.  To do so you have to put them in a zone; coach them like an acting coach. Get them to a place where they are feeling an emotion then get them to answer your question, truthfully, but that particular voice.

    Try it, I certainly will. Peace.

     

    To plan or not to plan…

    By
    Steve Poppe
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    0

    I’ve been interviewing a number of registered dieticians the last few days, all specialists in renal or kidney disease. A fascinating group. This country has about 20 million people with chronic kidney disease and I am guestimating about a half million of those are on dialysis.  

    A typical marketer in need of a dialysis ad would call the ad agency in, perhaps invite a physician to brief them on disease and treatment.  Then the agency would go back to its office, do some budgeting, paperwork and layouts and return 2 weeks later with a picture of a sunset of blue sky and a pithy copy about how the future looks brighter with XYZ product.

    What would a brand planner do? (What would I do?)

    Having primed the pump by talking to the second, maybe first, line of defense for kidney patients – the dietician – I would like to do a DILO (day in the life of) od a dialysis patient. Anthropologists might call this a quickie ethnography.  Wake up in the patient’s house. See what breakfast is like.  Ask about dreams (Freud-like). Watch clothes selection. Find out who they call on the phone.  Probe feelings. Learn about professional support, caregiver relationships and insurance coverage. Plumb the highs and lows.  Listen to the dialog at dialysis check-in. Experience food and drug shopping. Talk meds. Vamp. Care.

    In one full day, with his technique, a brand planner could craft an EFFIE winning ad strategy, a medical retailing strategy and a spending level that would redistribute marketing wealth. All in one day. Why are we not doing more or this? Peace.   

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