Brand Planning

    Steps to a brand plan.

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    Here’s how I do it.

    1. Observe. As a consultant, observation happens before an engagement and during. Before, observations are used in biz/dev. What’s going on in the culture? What’s going on in the selling culture? The buying culture? These nuggets are the grist for the emails that start a dialogue. Emails explaining what I do for living are “me” focused not “you” focused.

    Once engaged, observations are the ebb and flow off the business tide – contextually set up by business fundamentals provided by senior client management. Research, both qual. and quant. come in at this stage, budget permitting.

    2. Commune. Unlike anthropological fieldwork, in brand planning we need to commune with those we study. Plumbing, probing, storydoing (thanks Ty), making of friends. This is how we add dimension and luster to our hunting and gathering – talking to people. There are no wrong people.

    3. Cull. A cull rack in Great South Bay parlance is the rack that catches the clams of legal edible size. With all observations in (one can observe forever), the cull begins. What to save. Knowing what is important is personal, subjective, objective, scientific and artful. Basically it’s a brain thing. Can’t really be explained. No algo for this.

    4. Organize. In my work I often talk about brand planning as an organizing principle. Today I’m thinking about the root word organ. Yes, organ. The business winning elements of the strategy are like organs. They give life to the brand plan. I use 3 brand planks and there are three really important organs. (My brand plan contains one claim, three support planks.) With this structure, the puzzle pieces come together.

    5. Package. Brand strategy doesn’t package well. It’s like an early Pearl Jam song, when they weren’t good at endings. The big reveal of a strategy (remember it’s not creative) often feels soft. It feels right, everyone is nodding, but it’s often a soft landing. If I may be crass, it’s kind of blue ballsy. Unlike creative which is more artful and has a hook, brand strategy is only a beginning. It needs great packaging to make it feel more creative. A touch of poetry helps.

    This is how I do it. This is how brand strategy at What’s the Idea? is made. Have you a different approach? Peace!

    War, Peace and Brand Planning.

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    You don’t develop a peace plan unless there is war, yes?  Well for the most part, businesses don’t create brand plans unless there is marketing chaos. Or at the very least, marketing disorganization.

    First let’s state that brand plans are not marketing plans. They don’t include tactics. Brand plans are all about values. Values that when strengthened create sales and build loyalty. So, brand plan = strategy. And marketing plan = tactics.   

    Brand plans don’t have to be developed however only when things are going poorly. As triage. They are best created when things are going well. Organizing and prioritizing consumer care-abouts and brand good-ats when business is poppin’ is easier than doing the same when things are sliding downhill. In the latter situation there’s a taint. A pall.

    CMOs and CEOs who see lack of organization of key values during good times are the ones I love to do business with. They have vision. Those who only see it from the lens of chaos or downtrends are a bit twitchy. Brand planning should be a proactive pursuit.  

    Margaret Mead when running The Museum of Natural History asked all her employees to visit with a psychiatrist. Healthy or not. Her logic? Only good can come from being in closer touch with your feelings.

    Peace.

     

     

    Thanks and Giving.

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    Fresh off a really neat brand strategy assignment, I wanted to share a few “tings” (as my Norwegian aunt Inger would say) for which I am thankful. Over the years I’ve probably met with a hundred people in the brand planning business who didn’t know me from Adam. These planners were kind enough to have a coffee with a needy planner-wannabe and toss me enough knowledge and crumbs to keep me on the trail.  I learned my craft from all of you. I made a living because to you.

    The planning community is really a curious and friendly lot. It’s a community that likes to teach and learn. You all inspired me in one way or another.

    Then there are the friends and colleagues who kept up the lines of communication. One, a co-worker from 20 plus years ago, recently introduced me to his son who partook of the What’s The Idea? planning rigor. Learned a lot from that young ‘un.

    I’d like to thank friends with ad agencies who used my services and reupped from time to time. Also, those who used me once. I worked on some of the most amazing brand because of you. And I’d like to thank the little guys who entrusted me with their brands and budgets. Also thanks the pro bono brands from whom I learned tricks and ways to plan on a shoestring.

    Since I started brand planning under the sobriquet What’s The Idea?, I’ve worked with scores and scores of brands and interviewed thousands of people. The key to success is — and it may sound hokey – allowing myself to fall in love with each brand. That’s how you care enough to invest.

    To all the peeps who invested time in me. I thank you. Paying back your kindness, passing it forward, is and will continue to be my greatest pleasure.

    Happy Thanksgiving Megan, David, JoAnn, Kevin, Bob, Pat, Amber, Faris, Sean, Heidi, George, Marianne, Tom, Peter, Cory, Eric, Ty, Jonathan, Scott, Jane, John Durham …

     

    Cashiers, Conversationalists and CMOs.

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    There are two factions in online marketing these days: Cashiers and Conversationalists. 

    Cashiers

    Cashiers care about the sale. They have the small dashboard that tracks click-to-sale and spits out an ROI calculations. Cashiers can’t wait to wake up in the morning to see the new numbers. They are in to usability testing, shopping cart abandonment, media optimization and other measures but their interest and energy pretty much stops at the sale. The buck stops there.

    Conversationalists

    Conversationalists are a daintier.  They immerse themselves in the process.  They want to make friends.  (Like the kid with the runny nose in grade school, sometimes they just walk right up to you and ask “Do you want be my friend?”)  In my world, conversationalists are actually more likely to find truths and insights about their products and win in the long term.  All the pop marketing gurus today are into the conversation. They are not technologists, thank God, so they are easy to listen to and learn from but their failing is that they’re a little too caught up in the sausage making, not the sausage tasting.

    CMOs

    For a CMO it’s great to have both types of people on staff.  A Yin and Yang thing. Cashiers are imperative for sales now. Conversationalists care about future sales, and loyalty and sale predisposition. But it’s hard to take predisposition to the bank. Good CMOs have a brand plan in place that gives direction to the factions.  A brand plan is informed by the work and findings of both factions, but it drives them.  A brand plan helps Cashiers and Conversationalist organize “claim and proof” in a way that creates Return on Strategy near and long term. Peace!

    The mind of a brand planner.

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    Ask me the title of the book I’m reading and you’ll mostly get  “I nah know.”  Ask me the name of the bespectacled, nerdy character from TV show Revolution. “Sorry.”  But ask the most important thing told to me by the head of marketing at Kinney Drugs in 2008 while planning on a protein drink and not only will I recite the sentence, I’ll build a new store around it.

    I once got a meeting with MT Carney, an original partner at Naked Comms, by telling her I have a good ear…that I hear things other don’t.  Like the dog that hears abba dabba do abba dabba do Wannagofor a WALK?

    This is no curse, it’s a blessing.  It was born, not of an account planning manual from the UK, or a year of quant in the research dept. at P&G, it was born of the crucible that is advertising.  Studying how it’s make, its results and consumer attitudes toward it. (Okay, throw in some amazing anthropology instruction at Rollins College and seeing Margaret Mead at the annual convention. )

    The mind of a planner sorts, compartmentalizes, after seeing and hearing everything.  It is always on. That’s why we smile a lot.  We’re the sober dudes and dudettes smiling on the street when there’s no reason.

    Lastly, we are not horders.  We remember the important stuff – the big stuff – but we know what to keep. To act upon.  To celebrate. Then we make the paper. For some sample paper in your category, please give a call. Peace.

    Coen Brothers.

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    A.O. Scott in his New York Times review of the new movie “Inside Llewyn Davis” today nicely captures what makes a Coen Brothers movie a Coen Brothers movie. Says Scott, they offer a “brilliant magpie’s nest of surrealism, period detail and pop-culture scholarship.” To me this description means their work a magnetic, unusual and blasting through context. The Coen’s attention to period detail is another reason I love these guys. Como se “True Grit?”  And pop-culture scholarship just suggests their storytelling is human and humane(ish).

    It strikes me that these are qualities that also make for a great brand strategy.  

    I often find a little tension when presenting brand strategy… and it tells me I’ve done a good job.  

    • “We know where you live” a brand strategy for Newsday, was a thought a little creepy.
    • “A systematized approach to improving healthcare” for North Shore-LIJ, a bit cold.
    • “We crave attention” for a women-owned PR firm, a smidgen gender-sensitive.

    Just as good advertising creative makes you think, feel and do something, so should a strategy. Sometimes, for the squeamish, the do something is ask me “Do we have to use that one word?”  My answer is always “No, it’s a strategy, not a tagline.”

    I’m no Ethan and I’m no Joel yet my work aspires to staying power. To muscle memory served up as product value. A great brand plan is an organizing principle that sticks to your ribs.   Peace.

     

    My Brand Strategy Secret.

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    Clients pay me for two deliverables: brand strategy and marketing plans. I can’t do the latter without the former. It’s possible to pretend, even hide the brand strategy component, but without strategy the marketing planning is a little bit like paint-by-numbers.

    gem miningSo how do I approach brand strategy development?  I look for proof. How does a guy walk into a company and in a matter of days or week know a brand well enough to create a strategy that will operationalize marketing success? Proof. A hunt for proof.

    Proof of what, you ask? Ahhh, that’s the $64,000 question. At the beginning, it’s way too early to tell. Each brand presents a clean slate. As I trek through fact-finding, data, sales, consumer and business partner interviews, I come across lots and lots of claim-ish fluff. But when tangible proof rises up, it is easily noted. Proof may be found in behavior. In deeds, business decisions, investments. Product taste. Product experience. It’s everywhere. With enough proof arrayed and smartly clustered, the brand planner can begin to formulate the brand claim and key support planks. And that is the secret sauce of What’s The Idea?. Proof hunting.

    Rest in peace David Carr.      

     

    What does success look like?

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    One of the problems with many brand planners is their laser-ike focus on the now. On the current tactical objective. And who can blame them?  Stuff has to work. And be measured. But true brand plans are for the long term, setting direction for all the tactical efforts. The micro measures of success as it were.  Think of a brand plan as the architecture of the house and the individual tactical projects as the decorated rooms. The architecture is the real strategy; the business-winning, business building proposition or organizing principle that drives commerce.

    One of the reasons I love Thomas Friedman, an Op-Ed columnist, is he looks at geopolitical, geo-religious problems before and after the now. He delves into what history has contributing to getting a region where it is (a rearview mirror approach well-worn in brand planning) but also looks into the future. With Syria, for instance, he wonders what the country will look like after the conflagration. He goes straight to a reasonable result and lives there in his mind. Brand planners don’t do this enough. Once you see the future, it helps create a more contextual present.  So the future of healthcare is what? The future of the energy drink category is what? The future of the mobile device operating system is what?

    I’d be a gypsy if I promised the future as a brand planning. But I’d be a goober if I didn’t operate there on behalf of my brands. Peace.

    Good growth and bad growth.

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    It was just announced that two scientists won Nobel Prizes for their work in regenerative medicine.  Cloning and stem cell science were their life’s work. 

    Regeneration is an intended outcome of good brand planning. (You saw that one coming.) Creating an environment where new things grow, in the pursuit of product sales and loyalty, is a marketing strategy of the highest order. But the new things that grow must not be untamed…we know how that turns out. Conversely, we also know what repetitive “same old, same old” growth produces: boredom, lethargy and value dissipation. So we need to constantly regenerate, feed and care for our brands.

    A tight brand plan (strategy+planks) can keep a brand fresh, vital and vibrant. It can do so over time, across agencies, CMOs and market changes. As I like to say Campaigns come and go, a powerful brand idea is indelible.

    If you would like to see brand plan examples, please let me know at Steve@whatstheidea.com. I would be happy to share. Peace.

    Where is the music?

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    I was driving home from hiking yesterday and happen to be listening to Taylor Swift on a country music station. There’s a reason Ms. Swift is a superstar.  She has a great voice, fun lyrics and her music has great hooks.   It is not like she’s singing about things we haven’t heard before – she is.  High school loves, growing pains and simple little life hurdles and lessons.  But because these stories are put to music and surrounded by wholesome Americana packaging, they  jump to life. Her school bleachers are your school bleachers.

    And this got me thinking about brand planning.  Plans of the brand variety need a little music in them. The great ones do. What does that mean?  Well, they can’t just be cool, rational, business-winning directives. Readers of WTI know my brand plans consist of “one idea, supported by three planks” And the best brand plans tug at some heart strings.  They need a little art next to the science.

    Kevin Allen, in a recent article in the Harvard Business Review, talks about “Generosity of Spirit” as a guiding principle his company perscribes when thinking about corporate language and direction, and I agree.  Though music come in many forms, it has an emotional wrapper that takes simple ideas and elevates them. As you look at your brand plan — the guiding principle for your brand — ask yourself “Where is the music?” Peace!