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Articles and Tools

Branding
Brand Communications
Revenue Enhancement

Organizational Development
Market Research
Strategic Planning


Branding

Using the Power of Branding for Your Association
Why Branding? Why Now? (.pdf) 164kb

(First in a series of articles adapted from a presentation to the CESSE Annual Meeting, 2002)

Truly effective branding must be focused on identifying, creating, providing and managing the sum of all member experiences. It's all about looking at the organization from the member's point of view.

A Brand Never Sleeps (.pdf) 215kb
(Second in a series of articles adapted from a presentation to the CESSE Annual Meeting, 2002)

Whether you know it or not, your organization has a branding program. Your brand lives 24 hours a day, seven days a week. Organizations are finding it more cost effective to maintain that "space in the mind of consumers" by managing the purchase experience rather than through marketing communications.

Standing Firm Upon a Brand Platform (.pdf) 250kb
(Third in a series of articles adapted from a presentation to the CESSE Annual Meeting, 2002)

You can spend $5,000, 500 hours of reading time on a pile of books on branding and you'll probably find out two essential things: branding begins with market research to understand your members, and you can expect sound financial returns from an investment in branding.

Brand Building Dx (.pdf) 106kb
This tool can tell you what's going well with your brand, what needs work and where to concentrate your efforts.


Brand Communications

Brand Contract Worksheet (.pdf) 78kb
This tool forces you to answer the hard questions that will help you develop your brand.


Revenue Enhancement

Association Fundraising: A Window of Opportunity (.pdf) 131kb
In today's economy where accelerating change and the pressure to identify new sources of revenue are issues of the day, there's a source of support that too many individual membership societies and associations are ignoring: philanthropy. To be more specific, both individual member and allied-industry corporate fundraising campaigns.


Organizational Development

A Highly Visible and Tangible Road Map to the Future (.pdf) 165kb
Transforming an individual membership society from a product-based, process-driven organization to a knowledge-based, market-driven one will require new toools and a new way of thinking and planning.

Team Effectiveness Survey (.pdf) 107kb
The Team Effectiveness Survey evaluates seventeen key result areas that affect team performance and customer service.

Critical Information Needs Worksheet (.pdf) 76kb
This tool helps answer the questions of what membership, product, organization, etc. data we have, what data we need and where we can get it.

Ten Tips for Highly Effective Transformation (web page)
Learn ten tips when undertaking a transformational strategic planning process.


Market Research

Critical Information Needs Worksheet (.pdf) 76kb
This tool helps answer the questions of what membership, product, organization, etc. data we have, what data we need and where we can get it.

E-Survey Research (.pdf) 155kb
Find out the facts and fiction of online reserach before you consider outsourcing these services. Includes a section on what to look for when outsourcing.

Member Research Tools Description (web page)
Learn purpose and use of research findings from member research studies such as Member Value Assessments, Branding Studies, Readership Studies, Customer Satisfaction Studies and Product Satisfaction Studies.

Research Methdology Comparisons (web page)
Learn the advantages and disadvantages of various types of research such as mail, in-person interviews, telephone, focus groups, panels, etc.

E-Survey Quiz (web page)
Take our E-Survey Quiz to test your knowledge of e-research.

Non-Traditional Research (.pdf) 137kb
Today, more than ever, successful marketers must rely upon creating a clear difference between themselves and the competition to succeed. Yet, many traditional means of differentiation are no longer viable in today's marketplace. To create such products, then, requires tools that are truly, remarkably and substantively different from what you've been used to using.

Balanced Scorecard (.pdf) 49kb
By uniting and focusing the complimentary strengths of Balanced Scorecard and Hoshin Kanri, Master Planning is a powerful tool uniquely able to undertake the formidable task of steering an organization and its employees through the treacherous shoals and reefs of the modern organizational management.


Strategic Planning

The Time is Right for a Better Way to Chart a New Course: Get More From Your Strategic Planning Budget (.pdf) 287kb
Master Planning™ has its roots in a goal- and measurement-focused process called hoshin kanri. Hoshin kanri emphasizes the voice of the customer and organizational alignment and concentration on resources to produce breakthrough strategies. It creates a simple-to-understand strategic roadmap that offers clear, measurable connections to daily operations.

Critical Information Needs Worksheet (.pdf) 76kb
This tool helps answer the questions of what membership, product, organization, etc. data we have, what data we need and where we can get it.

Environmental Scan Checklist (.pdf) 40kb
This tool is essential for conducting an environmental scan, beginning the planning process and identifying where there might be data gaps.


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