Marketing Workbooks for Public Sector & Non-Profit Marketers & Communicators

These two workbooks are  ideal for marketers and communicators working for government departments/agencies, non-profit/volunteer organizations, associations and social enterprises who are responsible for:

  • Marketing programs, products, programs and/or services
  • Social marketing, community outreach and public education programs

 

1. Social Marketing Planning to Change Attitudes and Behaviours Workbook

This workbook provides users with an end-to-end planning tool that lays the groundwork for a successful social marketing program to change attitudes and behaviours. This content is the result of more than 30 years of direct experience in the social marketing arena.  It will assist public sector, non-profit organizations and associations involved in marketing, communications, public awareness/education and outreach.

It will be very relevant to those responsible for influencing attitudes and behaviours to improve health, prevent injuries and diseases, protect the environment, prepare citizens for emergencies, convince youth to stay in school, and a multitude of today’s critical issues.

The workbook guides users through the process for creating a customized social marketing plan for their organization that will lead to successful implementation. It also features ideas on how to run a campaign on a very tight budget and the effective use of a logic model to monitor and evaluate an organization’s social marketing initiative.

To purchase workbook go to https://cepsm.ca/product/social_marketing_workbook/

Order Now and You’ll receive a PDF download immediately!

Alternatively, you can register on our MARCOM Conference site to attend an upcoming Introduction to Social Marketing Planning for Behaviour Change Workshop where we offer the workbook as part of 1-day interactive workshop

2. Marketing 101 for Marketers and Non-Marketers Workbook

The world of public sector and non-profit marketing is rapidly changing. Increasing demands are being placed on managers to adapt to their new environments. The public and non-profit sectors are adopting marketing approaches to help meet the challenges of complex and difficult mandates and satisfying client needs in the face of significantly diminishing resources.

This workbook provides users with an end-to-end planning tool that lays the groundwork for developing a successful public sector or non-profit marketing program.

It also will provide you with an overview of public sector and non-profit marketing and highlight the importance of market research to support a decision-making framework.

Included will be the exploration of the strategic elements of a marketing plan and how to transform organizations from using the traditional communications approach to an integrated, strategic marketing approach. We also review the key elements of  branding which is an integral component in designing the marketing mix.

To purchase workbook, go to https://cepsm.ca/product/marketing-101-for-marketers-and-non-marketers-workbook/

Order Now and you will receive a PDF download immediately!

Alternatively, you can register on our Training Page to attend an upcoming Marketing 101 Workshop where we offer the workbook as part of the course.

 

About the Author: Jim Mintz a marketing veteran with over 30 years of experience is the Managing Partner of the Centre of Excellence for Public Sector Marketing

 

 

Share

State of Public Sector and Non-Profit Marketing

Organizations in the public and non-profit sectors have long debated the applicability of marketing concepts and management approaches, many of which stem from private sector notions of consumption and economic choice, as well as an environment in which market forces rule. In recent years, however, there has been growing recognition that marketing can be used to enrich public sector and non-profit management and to better serve citizens and stakeholders.

professionals-at-a-boardroom-table

Some government organizations are turning to the following specific applications of marketing to better meet their objectives:

  • Marketing of products and services. Many public sector organizations offer products and services for a fee (either on a cost-recovery or for-profit basis to support core public good programs). In this context, marketing is not dissimilar to marketing of products and services that occur in the private sector.
  • Social marketing. This entails campaigns to change attitudes and behaviour of a target audience or audiences (e.g. anti-smoking, energy conservation, emergency planning, healthy living, etc.)
  • Policy/Program marketing. This type of marketing includes campaigns to convince specific sectors of society to accept policies, or new legislation (e.g. anti-tobacco legislation, gun control , funding for the arts,etc.).
  • Demarketing or “don’t use our programs” marketing. This would include campaigns to advise and/or persuade targeted groups not to use government programs/facilities/services (e.g. use of hospital emergency rooms, use of 911 for non- emergencies, etc.).

A major role has also emerged for marketing in the non-profit sector, where it is now used to encourage donors, recruit volunteers, get clients to buy or use products/programs and services, advocate policies to key stakeholders, execute behavior change campaigns, enhance the image and branding of their organization, attract new members, forge partnerships and strategic alliances, and define the very programs and services offered by organizations.

The practice of sound marketing management in these two sectors clearly offers important benefits in terms of responding to the heightened expectations of citizens and stakeholders, engaging target audiences in the development of programs and services that affect them, shifting the focus of campaigns from awareness to behaviour change, better targeting resources, and improving program/service outcomes.

Recognizing the growing importance of marketing in the public and non-profit sectors, The Centre of Excellence for Public Sector Marketing (CEPSM) was launched in 2005, to help public sector and nonprofit organizations overcome the unique challenges they face in their marketing and communications initiatives. CEPSM’s mission is “to advance the marketing discipline in the public and nonprofit sectors”.

The core competencies of CEPSM include:

  • Product, Program & Service Marketing
  • Digital Marketing & Social Media Engagement
  • Sponsorship & Partnership Development
  • Revenue Generation
  • Social Marketing (Attitude & Behaviour Change)
  • Branding Management & Strategy
  • Integrated Marketing Communications
  • Strategic Communications
  • Service Excellence

After 11 years of working with hundreds of organizations in both the nonprofit and public sectors in Canada (and a few international clients), here is my take on the state of public sector and nonprofit marketing.

Generally speaking strategic marketing management, with a few exceptions, is not broadly recognized or practised in the government, nor in the non-profit sectors. In addition, many of the best practices in marketing have not been adopted by government and non-profit organizations.

The government sector, in particular, lacks the culture and organizational support to advance the practice of marketing. Government organizations lack a common understanding of strategic marketing principles, from the senior executive level down. This is evidenced in both the culture and the behaviour.  Specifically, they…

  • are more focused on tactics and implementation than on strategic marketing and planning;
  • do not have a proactive, systematic approach to identifying high value, client-centered ideas and turning these ideas into new products, programs and services;
  • do not tend to measure to improve results and ensure accountability of marketing expenditures;
  • do not support the marketing function both in terms of funding and culture; and
  • have difficulty attracting, training and retaining staff with marketing skills given the culture and lack of organizational support.

Here are some top observations on the State of Marketing in the nonprofit and public sectors:

  1. Marketing function tends to be housed in the Communication function and being run by people with very little background or experience in marketing.
  2. Very few organizations develop a comprehensive marketing strategy. We noted a few cases where organizations do have a separate marketing department with  marketing staff and no evidence of an overall marketing strategy.
  3. Lack of a structured process for identifying, planning and implementing programs, services or campaigns.
  4. Lack of attention to segmentation. Hard to believe that in 2016 we still hear the words “general public”.
  5. Lack of marketing research and failure to develop monitoring and evaluation strategies.
  6. Lack of attention to branding and positioning.
  7. Lack of attention to conducting competitive analysis, especially in organizations where they have major competitors.
  8. Do not take all the 4 p’s into consideration. Mostly focus on communications or promotion.
  9. Too bureaucratic and lack flexibility.
  10. Confusion between marketing and communications, and marketing roles & responsibilities unclear.
  11. Public sector & non-profit organizations with revenue generation mandates lack business and marketing/business expertise and culture.
  12. Lack of staff incentives for achieving marketing objectives.
  13. Tendency to be more reactive than proactive.

Not a pretty picture. I wish I could give better news but introducing a marketing function and culture into a government operation or a non-profit is a major challenge because of the nature of the beast. Marketing requires some risk-taking, moving quickly as opportunities arise, changing direction and most important a focus on clients rather than the organization.

This is not to say that there are not some pockets of great marketing in government and non-profit sectors but they are rare. I’ve blogged about successful marketing efforts in the past and I’ll continue to do so as I see them.

Implications

So where do we go from here?

As a starting point, there is a need to educate senior managers in government and non-profit organizations about the value and applicability of strategic marketing management principles. First, this requires recognition across all levels of government of the value of strategic marketing management both in terms of the potential impact on the effectiveness and efficiency of programs, services and outreach campaigns, as well as the benefit to citizens.

Within government organizations, there is wide recognition of the role and value of the communications function. There is an opportunity to broaden this function to include a broader strategic marketing mandate and to re-position it as a new, expanded role for the communications community. However, it is important that the function is led and staffed with people who have a marketing background.

As we move into the digital age, government and non-profit organizations need to examine the process by which they develop and manage client-centred products, programs and services. Marketing management systems and practices must be adopted from the planning level across. Furthermore, measurement systems must be put in place to track success against marketing objectives and make necessary adjustments to improve performance.

logo-cepsm

The Centre of Excellence for Public Sector Marketing (CEPSM) offers public sector organizations an easy and affordable way to acquire expertise from marketing strategists to help develop a successful marketing strategy. The entire process can be completed in a very short time.

CEPSM’s 3-Step Marketing Consultation and Training Program
How does the 3-Step Marketing Consultation and Training Program work?

1. Orientation
First, we familiarize ourselves with your organization, overall goals, objectives, issues, target audience (s), marketing communications activities, existing marketing research and other information that helps us understand your organization and environment.

2.Training for Strategy Development
Once the initial orientation has been completed we will guide and facilitate your team through a two-day structured training and strategy development workshop using our exclusive CEPSM’s Marketing 101 for Marketers and Non-Marketers to develop an actionable integrated marketing strategy. The strategy will include: a situation analysis, goals and objectives, a strategic market segmentation plan, branding and positioning considerations, the 4 p`s (i.e. marketing mix), key messages, and a broad range of promotional tactics and a performance measurement approach to evaluate the strategy. At the end of the two days, you will have a draft marketing strategy framework.

3. Fine-tuning
At the end of the facilitated two-day session, CEPSM will work with your team on fine-tuning the plan with details such as specific timelines & costs as part of developing the final strategy and plan. In addition, we are available via e-mail/telephone or face-to-face meetings to discuss any questions that arise in the development of the final marketing strategy.
CEPSM also offers a coaching service which includes but is not limited to: additional training – coaching sessions to the management of a marketing program and function. This includes adhoc advice (oral or written) to support your organization in implementing the strategy plus trouble-shooting to ensure the success of the marketing strategy.

What are some other Marketing Consultation and Training Program services do we offer?

One-Day Marketing 101 for Marketers and Non-Marketers Workshop
This workshop provides participants with an overview of public sector & non-profit marketing and takes participants through an innovative session on best business practices on developing marketing strategies in a public sector environment. The workshop will also highlight the importance of market research to support a decision-making framework. The workshop combines a mix of interactive presentations, with group discussions and exercises that will enhance the participant’s skills. The resource for this workshop is CEPSM’s Marketing 101 for Marketers and Non-Marketers Workbook.

The workshop explores the strategic elements of a marketing plan and how to transform organizations from using the traditional communications approach to an integrated, strategic marketing approach. We also explore the most effective methods for acquiring and using marketing intelligence.

The workshop will give participants an overview of marketing best practices and approaches, the benefits of coordinated branding and positioning into the integrated marketing communications process, the benefits of a collaborative strategy and how to optimise shared assets.
The result of these sessions will be to establish a structured process and template for participants to develop a strategic marketing plan for their programs, products and services

  • What participants will learn?
  • An overview of marketing in a public-sector or non-profit environment;
  • Systematic processes and strategic elements for developing and action-oriented strategic marketing plan;
  • How to set realistic, practical marketing objectives and goals;
  • How to develop a “client-based” mindset in a public-sector and non-profit organization;
  • How to use market research to support a decision-making framework;
  • How to develop a system to measure progress, monitor performance and evaluate marketing efforts
  • How to improve the execution of marketing communications strategies

Full service consulting to develop a comprehensive marketing plan

Using a collaborative, step-by-step consulting approach, we work with our clients to develop action-oriented strategic marketing plans that can be implemented within the unique constraints of a public-sector environment. We have worked with countless organizations, large and small, across Canada to create both customized, high-level marketing plans and comprehensive strategic marketing solutions.

For a full list of CEPSM’s Training and Consulting Programs and Services check-out our web site https://cepsm.ca/

For more information, contact:
Jim Mintz, Managing Partner and Senior Consultant CEPSM.ca
Office: 343-291-1137 E-mail: jimmintz@cepsm.ca

Jim Mintz is a Managing Partner of the Centre of Excellence for Public Sector Marketing (CEPSM) where he presently works with several public sector and nonprofit clients.

Share

Strategy is doing the right things. Tactics is doing things right.

In our experience at the Centre of Excellence for Public Sector Marketing (CEPSM)  one of the biggest and costliest mistakes many public sector organizations make is to start rolling out individual marketing tactics without a strong strategic marketing strategy in place. Social media, blogging, website design, email marketing, advertising, proactive public relations, face-to-face marketing … if you don’t combine these individual tactics into a cohesive marketing strategy, you won’t get the results that you hope to obtain.marketingstrategyThe first step in realigning your marketing approach and establishing a strategic marketing plan for your public sector organization is taking the time to understand your audience.

Once you have identified the audience you’re ready to start uncovering the key issues you face – the pains and problems your audience has when purchasing your products, programs or services. If you understand what “pains” people have and offer a “remarkable solution”, it becomes a lot easier to “make the sale”. They feel connected to you and trust that you understand their specific challenges.

Most organizations think marketing and immediately think tactics. Hate to say it but most marketers think that way too!

I’ve been working for and with public sector organizations for over thirty years and I can tell you that none of the tactics matter until you are crystal clear about which direction you are going. Strategy before tactics is the simple road to success.

This does not mean that I am opposed to systematically and consistently rolling out tactics, because there is an expectation that when you work in marketing that you need to “do stuff” but you need to select only those tactics that support a marketing strategy that you can commit to.

Strategy and tactics are so intertwined; perhaps it is no wonder that people so often confuse them. Still, it is a big mistake when strategies and tactics are interchangeably used.

 “Great tactics will win you a battle, but great strategy is what wins you the war.”

Goals and objectives are the basis of any marketing initiative. But most practitioners do not know the difference between a goal and an objective. Marketing goals communicate a broad direction for your organization. Marketing objectives identify specific actions that include a measurement capability to succeed at meeting objectives.

The more specific you define the objectives, the better off you will be. This level of detail sets expectations and creates a commonality that everyone works towards. Establishing measurable objectives sets expectations, and it enables you to begin to work on a marketing strategy.

A marketing strategy offers a high-level plan to achieve your overall goals and measurable objectives.  It is a methodology and a train of thought that guides all future actions. The strategy is a platform upon which the tactics will rest or, to throw the analogy, the umbrella under which the tactics will lie.

Part of setting measurable objectives is developing key performance indicators. These indicators are yardsticks to measure progress.  Next, the marketing communications component of the strategy outlines what type of tactics to utilize and to what degree. It defines how much to invest in each tactic. The strategy further defines the markets. The strategy supports the goals and objectives, organizes the approach, and advances a plan to achieve those measures.

Strategy is as much about deciding what to do as what NOT to do.

In essence, the marketing strategy establishes the topological map. Once the topography has been defined, the tactics will create a more particular road map.  The strategy sets the campaign direction and the tactics translate those ideas into reality. For this reason, strategy does not change very often, but tactics can (and do!). The strategy represents principles that will guide the tactical execution.

In a nutshell, strategy is about picking the right goals and objectives and tactics is about how you go about achieving those goals or objectives. The role of a tactician is much simpler once you have a strategy, because the objective and the direction are already defined.

The biggest way this applies to marketing is “segmentation” and “positioning”. While marketing tactics are focused on how to interact with your potential audience, marketing strategy is more about picking the right audiences to go after. There may be many organizations out there doing what you do, and picking the right “niche” to call your own is the most important thing you can do to ensure success or guarantee failure.

Without a strategy, it’s easy for organizations to get caught up in chasing the latest marketing trends or switching tactics every week or month. Not only is that an exhausting way to do things, it also means you could be wasting time and money on tactics that will produce few results.ecommerce-marketing-strategies

What happens when you develop and implement marketing tactics without a strategy?

  • Lack of clear and consistent messaging. For marketing to be effective, you must create a consistent brand message that communicates what makes you different and why someone should buy your products, programs and services. Without a strategy in place, it makes it much harder to determine compelling messages that will speak to your audience.
  • Difficulty achieving goals and objectives. In our experience at CEPSM we find that many public sector organizations don’t have well-defined goals and objectives. But, even if you do have specific goals and objectives, it will be difficult to accomplish them without a marketing strategy. What we find in our work is that organizations often see where they want to go, but have trouble connecting the dots on how to get there. It takes research, creativity and strategic thinking to build an effective strategy. But once you do your likelihood of success is that much greater.
  • Wasted budget. If you don’t take time to build a strategy, you could be wasting time and money on the wrong tactics because you’re just guessing about what will work. Taking the time to build a marketing strategy and tactical implementation plan on the front end will ensure your budget is being spent most effectively.
  • Unfocused efforts. All your marketing tactics should flow out of a marketing strategy. It helps guide your decisions and makes it easier to determine where to spend your time and money. Without it, your efforts will be weak and unfocused. And, it’s a whole lot easier to get caught up in the marketing “tactic du jour”.

 Organizations don’t plan to fail … they fail to plan

So, how do you formulate a marketing strategy? Answer these three questions and get everyone on your team aligned around the answers. If you don’t know the answers to these questions, you’re not ready to start implementing tactics. Doing so can cause all sorts of problems:

1) Why do we do what we do?

This is the age-old mission question. Until you can get very clear about the one overarching purpose for your organization, things will always seem a bit muddy. When you can grab onto your “why” you have the basis for every decision you make and a thread that can define your branding and positioning, which leads to marketing success.

2) Who do we do it for?

The tricky part about this one is that the answer should be as narrow as possible. If you nailed the first question, your job as a marketer is to go even narrower and start really understanding who you want to reach and who gets the most value from your unique approach.

Look to your best clients. Find the commonality in this group and you should be able to develop a very narrow, ideal client profile that entails both a physical description and an ideal behaviour.

3) What do we do that’s both unique and remarkable?

The last piece of the puzzle is about what you do. But, it’s not simply about defining what products, programs and services you offer. That’s important to understand, but more important is to find and communicate how what you do is unique in a way that your ideal client finds remarkable. In a way, that allows you to stand apart from everyone else that say they do the same things as you do. i.e your unique selling proposition (USP).

This isn’t as simple as it might sound. Most organizations don’t fully understand what their audience truly values. It’s not necessarily a better product or program or good service. Those fall under the category of expectation and everyone can and usually claims them. The difference is in the details, the little things you do, the way you do it, how you treat your clients, how you make them feel. It’s in the surprises, the things that exceed their expectations.

Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat. Sun Tzu

One of the things we note in our work at CEPSM is many government programs hire communications/advertising companies to help them implement their campaigns. That makes sense if you have a marketing strategy in place. But if you don’t then you are leaving yourself wide open for wasting money and not achieving your goals and objectives.

Here’s why. Most (but not all) communications/advertising firms are tactics-focused. They are in the business of trying to convince you that their tactical approach will be successful in attracting clients or “‘increasing awareness.” That’s fine, but only if you already feel like your marketing strategy is in the right place, and just needs more fuel. However, if you experience that “sinking feeling,” that maybe you are not on the right track, then you need something more than a tactical approach. What you need is a marketing strategy which becomes your road-map for your advertising or communications supplier.

What do you do if you and your colleagues have no experience developing a marketing strategy?

The Centre of Excellence for Public Sector Marketing (CEPSM) offers public sector organizations an easy and affordable way to acquire expertise from marketing strategists to help develop a successful marketing strategy. The entire process can be completed in a very short time.

Business team discussing project with man pointing at the laptop

 

logo-cepsm

MARKETING WORKBOOKS FOR PUBLIC SECTOR & NON-PROFIT MARKETERS & COMMUNICATORS

Two workbooks ideal for marketers and communicators working for government departments/agencies, non-profit/volunteer organizations, associations and social enterprises who are responsible for:

  • Marketing programs, products, programs and/or services
  • Social marketing, community outreach and public education programs

1. Social Marketing Planning to Change Attitudes and Behaviours Workbook

This workbook provides users with an end-to-end planning tool that lays the groundwork for a successful social marketing program to change attitudes and behaviours. The content is the result of more than 30 years of direct experience in the social marketing arena.  It will assist public sector, non-profit organizations and associations involved in marketing, communications, public awareness/education and outreach.

To purchase workbook, go to https://cepsm.ca/product/social_marketing_workbook/

Order Now and You’ll receive a PDF download immediately!

Alternatively, you can register on our MARCOM Conference site to attend an upcoming Introduction to Social Marketing Planning for Behaviour Change Workshop where we offer the workbook as part of 1-day interactive workshop

2.  Marketing 101 for Marketers and Non-Marketers Workbook

This workbook provides users with an end-to-end planning tool that lays the groundwork for developing a successful public sector or non-profit marketing program.

It also will provide you with an overview of public sector and non-profit marketing and highlight the importance of market research to support a decision-making framework.

To purchase workbook, go to https://cepsm.ca/product/marketing-101-for-marketers-and-non-marketers-workbook/

Order Now and you will receive a PDF download immediately!

 

 

Share

Help build the new Social Marketing Association of North America (SMANA)

I am excited to officially announce the creation of the Social Marketing Association of North America (SMANA). SMANA is a professional membership organization, similar to regional associations in Europe and Australia and affiliated with the International Social Marketing Association (iSMA), but serving the professional needs of social marketers in Canada, Central America , the Caribbean, and the United States.

Over the last year a small group of social marketers and behavior change agents created SMANA’s value proposition, wrote the nonprofit bylaws and chose a payment system to officially begin accepting members. As we continue to build the organization, we want to make sure we are providing the support and resources social marketing professionals need.

I invite you to visit our website (smana.org) for more information. Joining SMANA gets you simultaneous membership in iSMA—so you don’t have to choose!

Want to know more? Interested in volunteering? Send a message to: contactSMANA@gmail.com.

 

 

 

sprott logoCheck out our Professional Certificate in Public Sector & Non-Profit Marketing, @ Sprott School of Business, Carleton University

 

Share