brand planning tips

    Biggest critic.

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    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.

     

    The B word.

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    Bravery is big these days. A lot of agencies and marketers have tied their brand promises to the word, including David and Goliath and Mondelez – a couple of forerunners. And why not? Who doesn’t want to be brave? It’s as American as apple pie. I, too, rely on the word in my practice. A boast I proudly share with clients (after signing them) is that there will likely be one word in the brand strategy they may find objectionable. They’ll love the sentiment. Feel the strategy. Know in their bones I get them. They’ll proudly nod at the defensible claim. Yet often, they will sheepishly ask “Do we have to use that one word?”

    A $5B health care system asked “Do we have to use the word systematized?”

    The world’s largest tech portal asked “Do we have to call consumers browsers?”

    The country’s 10th largest daily newspaper asked “Do we have to say ‘We know where you live?’”

    The list goes on.

    The point is, brand strategy needs to be brave.  If it’s not, is it really strategic? If your brand strategy is not bold, it will be a long, expensive build toward effectiveness. And may weaken your brand planks. (Three planks support your claim.) This brave approach takes brand strategy out of insight land and into claim land. Out of observation mode, into prideful attack mode.

    Oh, and the answer to my clients one-word objection? “No, you don’t have to use the word. The creative people will create the words. But you must use the strategy.” And everybody, myself included, bobble-head in relief. Peace.

    Brand Planning Technique.

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    Salman Khan, founder of the Khan Academy an online educational video tutoring site, began his business by uploading math instruction videos to YouTube. Part of his secret sauce was making math instruction interesting.  If instruction lacks vocal intonation (drone, drone) it didn’t connect.  Been there.  If it was overly flourished, same thing. His approach, like that of other good teachers, was to be in the middle. Connect. Watch what students tuned in to and package that using good pedagogy.

    As a brand planner, I sometimes go into situations where the topic is less than exciting.  Healthcare and banking come to mind. When interviewing SMEs (subject matter experts) or consumers using Salman’s approach is important. The interviewer needs to show interest; not academic interest but true category interest.  The interviewer needs to find ways to bring the subject to life. To be engaged and earn trust. Personal stories are a good way to prime the pump. Hearing them. Telling them.  Some will say interrupting people when they talk is not polite, however in this case it shows energy and interest. (Do it carefully however.)

    Be a good listener, a careful watcher of body language, and most of all be human. React, respond, find emotional attachments. Joy and happy endings are also nice, though may not in all cases be appropriate.

    Once again, good teaching and learning practices come into play in brand planning. Peace.

    New $ or old $?

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    I favor the poetry inherent in good brand planning, so in various places on the web you may have seen some of my references to “redistributing marketing wealth.” Redistributing marketing wealth is a great calling if you can do it. It is one goal of great strategy. The only thing that trumps it is “creating new wealth.”  The most exciting work in marketing is not taking a market that currently exists, say a $2.4B market for nutrition drinks, and rejiggering it to get more share – though that is fun.  It’s taking a static market and growing it. Finding new uses, new custies, and new (I can’t think of a third thing)…  

    That’s not redistributing marketing wealth, that’s creating new wealth. A smart boss at McCann once asked me, “Where will the money to pay for this product come from?” In other words what will someone not buy to pay for this product? Carbonated soft drink dollars are flowing into waters. So Coke owns both. Now Coke is getting into protein – another reapportionment. But what if Coke took money away from the gyms?  Or created a product that took consumer budget from the gas budget?

    Rational consumers only have so much money to spend.  Figuring out how to get them to spend it with you is a planners MO. New money?  Or old money? That is a big planning  question.

    Peace be upon you this Friday!     

    Searching for Dlugacz.

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    Yosef D. Dlugacz, PhD, Senior Vice President and Chief of Clinical Quality, Education and Research at the North Shore-LIJ Health System was the person I met when working on the North Shore brand brief who had the greatest influence on the strategy.

    My first discussion with Yosef was on the phone and didn’t go very well. He offered up a lot of quality-speak. It was hard work getting to interesting truths about Yosef’s work. What he did for a living. His day. Outputs. Influence.  But once I got it, once I was able to wend myself around the quality jargon and statistical answers, a very instructive insight emerged.  When writing a brand brief you are telling (yourself and others) a serial story. If it doesn’t hang together it’s not done. There are gravity points in the brief that are important and create pathways for the strategy.  Sometimes the gravity points come from consumers, other times from the product or service. They can really come from anywhere in the information gathering experience. Gravity points help with the “boil down” – the decisions about what to not focus on.     

    What separates great from the good planners are the boil down and the gravity points. With these in hand the story almost tells itself — finishing off with a big ending (claim) and moral (support planks). The moral, BTW, is always influenced by selling more, to more, for more, more times. 

    Searching for Dlugacz (pronounced Dlu-Gotch) is how to start. Peace.

    Ego.

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    freud

    Ego is the root of all brand planning evil. Okay, will maybe not evil but it can still screw up a good insight. (For returning readers, it can also screw up a good incite.)

    When you read your briefs and decks and find this nuggets that sounds and feel motivating you must ask “Is this me talking?”   Is this my point of view?  Or is it a fair and unbiased observation – supported by fact.  NY ad agencies have often been ridiculed for making ads that don’t sell between the wickets, the wickets being the east and west coasts. Are we including everyone when we observer trends, when we ideate?  That’s why testing and researching outside of the big metropolitans areas is important.  

    Good planners are paid to think beyond the ego. To think beyond the subject before them. Planners catalog a lifetime of experiences and observations and use them when sorting through their day jobs and assignments at hand. They drop the ego. They drop the leash (Pearl Jam reference).

    Remove the ego, the self-projection and you can begin to truly see. (It’s hard.) Peace!

     

    To plan or not to plan…

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    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.   

    The power of but.

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    David & Goliath talks about “brave.”  Jean-Marie Dru writes and talks about “disruption.”  Lots of ad agencies try to find a word to describe themselves as outside the box thinkers.  I was searching this morning for a video about a young Israeli illustrator who wanted to get published in The New Yorker… his one word is “no,” his story about its power to motivate.

    Brand planners have a word too.  It’s the word “but.” Even in our quest to find brand-illuminating patterns, we are wowed by the word but.  The word takes what is considered known and understood and it angles that understanding.  It reorients it in a new way. In a fresh way with a little friction. And as you know friction causes heat.

    Sp read your briefs planners, and search for the word but. Wherever you see in on your paper you can be sure you’re  getting close to the idea.   As my Norwegian aunt might have said “tink about it.” Peace.