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How to Harness
Cultural Momentum
    January, 2013
the basic idea
•   This work is intended to create momentum within the agency: the
    invisible force that results in producing more with less, creating
    exceptional outputs more efficiently, and helping people have more fun
    in the process.

•   Momentum requires addressing several different elements:

     – Illumination: research to identify issues, truths and opportunities.
       (Issues can be very specific in nature and it helps obtain buy-in.)

     – Focus: a clear and cohesive strategy (one vision, one voice.)

     – Alignment: total understanding and engagement of purpose,
       process and permission to play by all (common language,
       expectations.)

     – Propulsion: ignite cultural levers to improve creative flow, individual
       empowerment and buoyancy (on a company, team and individual
       level.)                   Wild Alchemy                            2
What Is Culture?




     Wild Alchemy   3
Culture
Culture is not something that is passed down from top to bottom, but created
among individuals who are of a like mind and temperament, with a common
goal and language. If these elements are not present, culture is the
agreement that is made that keeps the proverbial ball rolling and everyone
from killing each other.
Culture is made – with intention – to create efficiencies while generating the
‘juice’ that enables conversations, ideation, courage, leadership and
ultimately, a magnet for other likeminded people and businesses. It is self-
sustaining organic growth that isn’t painful or counterproductive. It results in
autonomy, less policing, firing on all cylinders…in a word, momentum.
Agencies that have it get more done with less. Agencies that don’t can’t
seem to keep the wheels on the rails.
Culture is critical in organizations that engage in creative development
because the process must be organic to some degree, because it’s an
industry of taste and because of the nature of the individuals involved. It can
be nurtured, managed and recalibrated with the right handling.

                                  Wild Alchemy
Culture = un-policed
        Beliefs

      Behaviors

      Language

      Interactions
        Wild Alchemy   5
Signs of a Poor Culture
• No laughter in hallways or meetings.
• Self-policing on the ‘little things’ and not on the work. No
  desire to ‘swing for the fences’ or do more than is necessary.
• Leadership feels they need ‘bed checks’ to manage staff or
  constant supervision.
• A bad habit of scarcity mentality (not taking vacations) which
  shows in ‘no light behind the eyes.’
• Shutting down (lack of engagement) and quiet brainstorm
  meetings.
• General inefficiency (fretting or re-doing work vs. producing.)
• Unhappy staff, unhappy clients.
Real Examples
•   What kinds of situations call for this work?

     – Mid-sized ad agency OM = wants to double in size and be more
       efficient (profitable)

     – Mid-sized ad agency CEO = wants fewer day-to-day hands-on
       client/agency responsibilities

     – Start-up = wants systems to streamline, grow

     – New leadership team at established company = wants a vision to
       unify efforts and stimulate new thinking


                                  Wild Alchemy                    7
What is the Context for
      Culture?




         Wild Alchemy     8
Brand is Do, Be, Say

 What we do,
what we make,          Do:
 our products         Product




           Be:                        Say:
          Culture                  Expressions



                    Wild Alchemy                 9
How We Express
 What we do,
what we make,          Do:
 our products         Product            How we express
                                            ourselves
                                          internally and
                                            externally

           Be:                        Say:
          Culture                  Expressions



                    Wild Alchemy                   10
Who We Are
    What we do,
   what we make,
    our products        What We
                       Do: Product          How we express
                                               ourselves
                                             internally and
Who we                                         externally
are, why
we care       Be:                        Say:
and how      Culture                  Expressions
 we do
 things

                       Wild Alchemy                   11
Role of Branding: Port of PDX
•    If I may, I'd like to relay a quick story...I was doing a micro (1 hour) branding
     workshop for the Port of Portland (100 or so people.) A man raised his hand
     said, "I am a Marine Biologist and I don't know why I'm here." I said, "Do you go
     to cocktail parties?' He said he did. "And do people ask you where you work?"
     Again, a nod yes. "And you say 'the Port of PDX', right? Yup. And then they
     say, "what does the Port DO?" Lots of laughter. A nod yes. "And you answer
     them, right?" Yup again. "Well, then, Mr. Marine Biologist, you are in branding.
      If everyone says the same thing at cocktail parties you have a strong brand
     (and in a connected way, a strong culture.) If everyone says something
     different, you have problems." He was happy to stay and enjoyed having a
     collective way of talking about his company and having points of connection with
     his fellow staff members.

•    Brand, culture and business are all inextricably intertwined. Brand is badge of
     the tribe. It’s not about the WHAT it’s about the HOW and whether people
     believe if it is authentic’. Brand affects new business, recruitment and a shared
     sense of tribalism and purpose (one vision, one voice) with all contributing to its
     definition, expressions, core strength and longterm health.

                                      Wild Alchemy                                     12
Four Steps to A Better Culture
1. Audit Your Culture and ID Key Levers
2. Audit Your Clients’ Wishes and Actuals
3. Fix What You Can Today – Big Rocks
4. Address Additional Needs - Ongoing



                 Wild Alchemy             13
1. Audit Your Culture
• Send out an e-survey to understand the answers to
  these questions will help you know which levers to
  turn.
• Conduct a workshop to illustrate lifts and drains.
  Seek to increase lifts and decrease drains
  (examples in the back but overall it’s about turning
  the levers to get more of the things that inspire us
  and less of what brings us down/gets in the way.)
                       Wild Alchemy               14
AUDITING BELIEFS
• What does success look like?

• What is a sin at this company?

• What am I rewarded for?



                 Wild Alchemy      15
AUDITING BEHAVIORS
• What am I spending my time on?

• What doesn’t get done that should?

• How motivated am I to come to work?



                 Wild Alchemy           16
AUDITING LANGUAGE
• What gets said in hallways?

• What gets said when brainstorming?

• What is our collective mantra?



                 Wild Alchemy          17
AUDITING INTERACTIONS
• What do people support each other on?

• What are sources of strife/unrest?

• To what extent is fun allowed?

• What would they change if King for a day?
                  Wild Alchemy          18
2. Audit Your Clients
• If you are game and able, talk to your best
  clients to find out what they love and what
  they would love more of. And then talk to
  clients you pitched but didn’t get.
• At minimum, pull up past 2 year financials
  and in a workshop setting with the
  leadership team (or as homework), plot
  clients on a perceptual map as follows
                   Wild Alchemy            19
Looking at actual         $$$
 revenues and PROFIT
    MARGIN and plot                        profitable
  clients on the $ axis
 based on what they’re
worth to you financially
  (top/bottom sides of
         page.)
Hate                                                        Love




                                          not profitable

                               $
                           Wild Alchemy                    20
Your Goal is to Identify Each
         Clients’:
   Relative Revenues (high margins)
Ideal/Efficient Processes (best practices)
Fun/Respect Quotient (best relationships)
  Work You/Clients Are Proud of (best
               outputs)
  Burnout Factor (worst relationships)
                 Wild Alchemy            21
$$$
 Not a lot of fun or                         A lot of fun/respect,
respect, uninspired                          great work and/or a
work and/or people                            vibe/process that
burn out working on                         makes people want to
   this account.                            work on this account.

Hate                                                          Love

 Subjectively evaluate
each account based on
 the factors above and
put them on the above
scale (right/left sides of
          page.)                 $
                             Wild Alchemy                    22
$$$
                                           Lions

                                      Feed Your Lions


         Work Your Horses

Hate                  Horses                        Love




   Shoot Your Dogs

       Dogs
                            $
                       Wild Alchemy                23
Feed Your Lions
• 80% of revenues come from 20% of
  customers.
  – BUT sometimes you may think they’re
    profitable because of the volume of work or
    the amount of squeak.
  – Make sure it’s based on actuals. Make
    sure they’re happy and see if you can get
    more.
                   Wild Alchemy               24
Work Your Horses
• These are the ones that will require a
  concerted effort to figure out which side of
  the fence to put them. Work with them to:
  – Fix poor processes that keep them from
    being efficient/fun and/or profitable.
  – Fix poor relationships that keep them from
    being fun/respectful/producers of great work.

                    Wild Alchemy               25
Shoot Your Dogs
• This means firing them. Or letting them
  know they’re on probation. Or actively
  looking to replace them.
  – Agencies made money firing bad clients.
  – Be sure they’re not game to change first before letting
    them go.
  – Being vocal about intentions to replace can help morale.



                         Wild Alchemy                   26
3. Fix What You Can Today
• As the Eastern saying goes, ‘big things are little, little
  things are big.’ Put someone (or a team) in charge of
  ticking off easy things and removing drains. Not only give
  permission for change, encourage the spirit of breaking
  old ruts/bad habits/stagnant air. As Harvard Business
  Review espouses, “manage your energy, not your time.”
• The following is a list of ‘small things’ that made a huge
  difference in the energy, enthusiasm, efficiency and
  effectiveness of ticking small irritants off the list. It’s
  empowering. And that’s contagious.

                           Wild Alchemy                     27
Cultural Change Elements
  Elevate language to incite invitations (e.g., yes, let’s)
       Cultivate efficiency (e.g., stand up meetings)
 Create an inspiring environment (e.g., matching forks)
            Break bad habits (e.g., hotel bells)
     Identify common threads/goals (e.g., ‘deviate’)
Inform/fall in love with your customers (e.g., poster child)
  Use and value creative briefs/process (e.g., reward)
                          Wild Alchemy                  28
Examples




 Wild Alchemy   29
Elevating Language
• In most agency brainstorming sessions, people often will
  say, “The client will never buy it”, “It’ll never work”, etc. which
  shuts down conversations.

• At Cole & Weber, we had a self-policing rule to use ‘Yes,
  and…” and “Yes, let’s…” to transition to new thoughts in
  every interaction – even with clients. This language shift was
  instrumental in fostering ideation and collaboration (learned
  from invitation language espoused by improv groups.)
• At an agency that had a bad habit of negative language, we
  put hotel bells around the office to provide a way to break the
  negative spiral. Hitting the bell conveyed to all ‘let’s start
  again with better language.’
                              Wild Alchemy                     30
Elevating Language
• What gets said in hallways is a huge indicator of
  culture. And what gets said gets done. I’ve audited
  many agencies over the years and have found a
  typical mindset that is indicative of the vibe/culture:
  most say, “I’m so tired” or “Do your timesheets.”
  Not inspiring and often exhausting. And worse, it is
  a self-fulfilling prophecy.
• Conversely, at Apple, their mantra is: “[Is it]
  insanely great?” I believe it plays a key role in the
  success of this organization – and any
  organization.          Wild Alchemy                 31
Cultivating Efficiency
• One good example of how a small change can
  have a big impact is the swipe we took at
  ‘meeting hell’ at YRG. The agency was paralyzed
  by endless meetings. To counteract this, we put
  in clocks and took the chairs out of meeting
  rooms. At the end of the habit-changing time,
  they overwhelmingly decided to keep it this way
  and now call their meetings ‘huddles.’
• Writing briefs is also a critical step and a core
  component in cultivating efficiency.
                        Wild Alchemy                  32
Inspiring Environment
Another YRG example illustrates the need to create
an inspiring environment. This was a place that
espoused the value of aesthetics, yet the furniture
and even the forks in the break room were cheap
and unmatched. The effect of this on designers is
visceral and while others couldn’t put their finger on
it, when we changed them out for decent ones (not
expensive), the mood, morale and atmosphere lifted
noticeably. Other changes were made, such as
throwing out old files, based on key tenets in
creating good Feng Shui. Good space matters.
                       Wild Alchemy                33
Identify Common Threads
Most organizations, but especially those in the advertising
and design fields, must understand that theirs is an industry
of taste.

To create a sense of cohesion (one vision, one voice) it is
important to define the collective taste. What is great work
and what is less than? A great exercise to begin this
discovery is to create a ‘wall of fame’ and a ‘wall of shame’.
Publicly showcase both your work as well as any out in ‘the
real world’ that lives in these buckets – and then discuss
themes and ultimately put words to them. At C&W our short-
hand for what was great work was if it ‘deviated’ from
traditional category communications.
                           Wild Alchemy                   34
Inform/Fall in Love with Customers
One of my clients was a NW ski resort. During a
workshop, I discovered that a few staff members had
disdain for ‘people with new gear’. They didn’t feel
they were part of the tribe and they definitely didn’t
love them. I’ve seen this in other categories/industries
many times since.
Imagine how this might impact the experience for
customers. Imagine if the people in charge of
marketing don’t respect the customers. A strong
brand radiates the connection they have with cultists
in word and action (and weak brands don’t.)
                        Wild Alchemy               35
Inform/Fall in Love with Customers
Doing relevant, interesting research is a huge piece
of doing smart, effective work. It is a key to doing
great work efficiently. It also helps everyone fall in
love with the customer and understand their love for
the brand -- keys to doing good work, building strong
brands and successful companies. And doing good
research helps the agency be more powerful
(knowledgeable and confident) in the agency-client
dynamic. It is a referee. It helps reduce or eliminate
stupid fights. Most successful companies talk to their
customers – and I believe most successful agencies
do.                        Wild Alchemy                36
Charge for Strategy
 Many clients I’ve worked with are doing good
strategic work but without discipline – and often
 without getting paid for it. Most need to find a
 way to not ‘give away the gold’. One branding
   agency I worked with said that 40% of their
   revenues came from strategy work alone –
 outside of creative work. Making it a clear part
of the process with a clear deliverable is part of
it – but believing you should have the time and
     money to do it right is a bigger part of it.
                     Wild Alchemy                37
We Don’t Have Time for Briefs
 When I worked at Omnicom (both at BBDO and
    DDB), the teams did not fully understand the
 need to make the time and allot the budget to do
    research and write a brief before beginning
      creative work. At the end of my tenure,
leadership understood and summarized their new
 perspective as, “We never seemed to have the
  time to do it right, but we always seemed to
           find the time to do it over.”

                     Wild Alchemy              38
4. Address Additional Needs
• Hiring/Resources – Juicy recruitment
  ads/defining criteria
• Unity – Defined tribal taste and language
• Brand Expressions – Refreshed look/feel
• New Business Presentation – Refined pitch
• Documentation/Sharing –
  Launch/Onboarding of newbies
                   Wild Alchemy               39
These expressions can be an immediate
   result of previous work or they can be a
 secondary area of focus. The key is to not
 jump the gun and go straight to outputs as
 the work must be done internally first (with
    reminders and rewards to make sure it
    sticks) before putting it out to clients or
prospects. Expressions must be authentic –
 and without buy-in and real organizational
  change, these outputs may be rendered
                 hollow at best.
                Wild Alchemy :: Culture Cases   40
Case Studies




    Wild Alchemy   41
experience
•   Extensive work has been done across a variety of categories but with a
    similar mission: to create greater flow, improve employee engagement
    at the workplace and better work as a result.

•   Similar work has been conducted for:

    Young & Roer             Columbia Sportswear
    Grady Britton            First Independent Bank
    Nemo                     Oregon Shakespeare Festival
    Liquid Agency            Perkins Accounting
    AHA Writers Group Patagonia
    Citrus                   Adidas’ Global Innovation Team
    Clarity, Coverdale, Fury DoveLewis Emergency Animal Hospital

•   A client list with reference quotes is appended and a full list can be
    found at wildalchemy.com.
                               Wild Alchemy :: Fiction                   42
What follows are summaries and quotes from
various clients. They are intended to provide an
overview of the type of Wild Alchemy’s cultural
  alignment work with them and the resulting
               success achieved.
 It should be noted that the specific workshops
and/or cultural activities each undertook varied
    by client – from a single workshop to more
   intensive and specific alignment work which
affected the scope of impact, but all found relief
               from major pain points.

                 Wild Alchemy :: Culture Cases   43
Young & Roer
                  Small Tech Agency, PDX, OR
This agency was in crisis when I was asked to help. New management was
    brought in by the Board in order to keep the agency from becoming
 insolvent. Internal discovery sessions revealed areas of latent pride and
  sources of frustration and inefficiency. Workshops provided a common
 language and sense of purpose and process but there were a few speed
               bumps that had to be addressed specifically.

To reduce ‘meeting hell’, clocks were installed in meeting rooms and chairs
 removed. Hotel bells were installed around the office to signal a ‘change of
 language’ to break bad habits of negative communications. Small changes
 were made to the décor to improve inspiration and clutter was cleared out.
    Common goals were posted to redirect energies to nobler goals. The
 cultural changes affected the tenor of the office as much as the workshops
did (to provide a new framework.) Excitement was palpable immediately and
                          momentum fed on itself.

                           Wild Alchemy :: Culture Cases              44
Y&R Client Testimonial
“Having Lynette and Wild Alchemy work with our agency was the most
productive and enjoyable thing we’ve ever done as a group. Aside from
great teambuilding and exercising some creative muscles, our business
improved immediately and dramatically. The team gained new confidence
and began to enthusiastically approach clients and prospects with an
“anything is possible, let’s figure out how to make good things happen”
mentality. Our new business win percentage hovered in the 70% range,
margins went up as team members figured out how to provide great work
and service at lower internal cost and, in the year following our sessions
with Lynette, our revenue, margin, and net profit all exceeded the
previous 10 years combined.”

                          -Mike Heiser, former Managing Director of YRG
                                (note: YRG was successfully purchased)

                         Wild Alchemy :: Culture Cases              45
Columbia Sportswear
       Outdoor Apparel Company, PDX, OR
   Columbia Sportswear has many teams working across multiple product
lines and brands across the globe. They had great innovations but seemed
 to be at a plateau in terms of market share. A new brand manager opened
  the door to addressing some issues she saw with their brief writing as an
                              easy point of entry.

While they thought they had the brief nailed, a ‘pop quiz’ showed a lack of
    unity and understanding in the brand promise (and benefit to the
consumer.) In addition, several process issues were causing undue stress
  and undermining positive behaviors – resulting in heated tempers, late
   nights and missed opportunities (inefficiencies) in communications.

 Recommendations from internal surveys and workshops addressed both
  process and cultural issues as well as branding and brief writing skills.
                          Wild Alchemy :: Culture Cases              46
Columbia Sportswear/Sorel
       Outdoor Apparel Company, PDX, OR
As a foray into ‘thinking about their brands more creatively’, the Creative
Director of CS wrote a Haiku for the brand which helped create a common
platform/language around the brand’s essence that the organization found
truly inspiring and easier to share/refer back to
                          Warm Dry Cool Protect
                          Active Outdoor Persona
                              I Have No Worry
 Post-workshop, new trafficking software was installed, briefing processes
      augmented and briefs reworked (to be more creative and brief.)
 As a result, they are enjoying newfound cohesion, impact and momentum
  across all product lines/teams and have seen great success from recent
               global marketing campaigns for several brands.
                          Wild Alchemy :: Culture Cases               47
Columbia Sportswear/SOREL
        “Killer Briefs has transformed the way we work together.
             Briefs are clearer, more potent and purposeful.
  The work is more compelling. Inspired, brand right and market right.
 Lynette started something remarkable that we have seized upon and
amplified; she helped us quickly and efficiently uncover our brand’s core
                                 truths.
Our collaboration is more meaningful, we have more more fun embracing
                    challenges, and the work is better.”


             ~Kimberly   Barta, Senior Global Brand Director


                          Wild Alchemy :: Culture Cases             48
DoveLewis
     Emergency Animal Hospital, PDX, OR
After successful rebranding work and capital campaign, this
 non-profit was able to focus on the last piece: issues and
               drama amongst medical staff.

After one-on-one ‘counseling’ conversations with all medical
 staff (and leadership), several small things were uncovered
that led to a full cultural recovery (staff started getting along,
showing up to meetings, having conversations, not calling in
HR, etc.) One example: medical staff were often running at a
 pace that prevented them from taking breaks (and eating.)
  Allocating budget to have high protein snacks on hand (vs
 sugar) was a pivotal lever in changing the tenor of the floor.
                            Wild Alchemy                     49
Agency Client Testimonial
“Having Lynette and Wild Alchemy work with our agency was the most
productive and enjoyable thing we’ve ever done as a group. Aside from
great teambuilding and exercising some creative muscles, our business
improved immediately and dramatically. The team gained new confidence
and began to enthusiastically approach clients and prospects with an
“anything is possible, let’s figure out how to make good things happen”
mentality. Our new business win percentage hovered in the 70% range,
margins went up as team members figured out how to provide great work
and service at lower internal cost and, in the year following our sessions
with Lynette, our revenue, margin, and net profit all exceeded the
previous 10 years combined.”

                          -Mike Heiser, former Managing Director of YRG
                               Wild Alchemy
                                             (note: YRG was purchased)
                                                                    50
Clarity Coverdale Fury
    Creative Ad Boutique, Minneapolis, MN
 A staff audit helped identify equities in the current culture: a
clear sense of what doing a good job meant that happened to
 be a mantra (a phrase one heard regularly in hallways was
  ‘grow your clients’ business’.) This led to a retooling of the
 agency’s brand as a Growth Company (vs. ad agency) and
    subsequent case studies/new business presentations.
 Leadership interviews helped identify a good ‘cultural fit’ for
   the agency and found a one word description: earnest (in
 what they’d look for in a potential new hire.) This clarity and
refocus helped them gain new, better clients and streamlined
      processes internally – resulting in a fat bottom line.
                       Wild Alchemy :: Culture Cases        51
Clarity Coverdale Fury
    Creative Ad Boutique, Minneapolis, MN
 A staff audit helped identify equities in the current culture: a
clear sense of what doing a good job meant that happened to
 be a mantra (a phrase one heard regularly in hallways was
  ‘grow your clients’ business’.) This led to a retooling of the
 agency’s brand as a Growth Company (vs. ad agency) and
    subsequent case studies/new business presentations.
 Leadership interviews helped identify a good ‘cultural fit’ for
   the agency and found a one word description: earnest (in
 what they’d look for in a potential new hire.) This clarity and
refocus helped them gain new, better clients and streamlined
      processes internally – resulting in a fat bottom line.
                            Wild Alchemy                    52
The Source of My Cultural
Fascination and Gold Standard




            Wild Alchemy        53
The Richards Group
 My perspective is based on having worked for, what I
  believe to be, the cultural Holy Grail: The Richards
                         Group.
   This agency is one of the biggest, most profitable
  privately held agencies in North America. From my
tenure there, they have grown from 60 people to 600+.
  The culture not only helps this agency create award-
winning, effective work for clients such as Corona, Motel
 6, Home Depot and Hyundai, it does so with efficiency
   (profits are awe-inspiring) and fun. Great people –
especially creatives - who worked there in the early 80’s
when I was there are still there 30 years later, producing
    outstanding work. And that, friends, is priceless.

                    Wild Alchemy :: Culture Cases      54
The Richards Group
 TRG was my first agency job. It is to this day one of the largest
 privately held agencies in North America and the best agency
 experiences I’ve ever had. I credit much of their success to the
           wonderful cultural tenets Stan put in place.

  One of the keys to his magic was cultivating efficiency at every
 turn. Everyone had a Mac. He created a word processing center
 to clean up all documents and ensure consistency (we were only
responsible for content.) He instituted bowling lunches every other
Friday (mandatory) and invited us to discuss ads we’d seen in CA
with creatives (establishes taste, language and trust talking about
  creative that wasn’t their creative.) He defined our task. He sent
 us home at 6 pm and encouraged us to come in at 4 am instead.
He created an environment that demanded excellence…and fun.
                             Wild Alchemy                    55
The Richards Group
    When the agency nearly doubled in size from 150 people to
    300, we had an issue with fueling conversations. Email was
    new (yes, I know I just dated myself) so he banned internal
    email. Clients only. Because ideas happen in hallways. He
   created telephone lists with pictures and first names only. He
held all agency ‘teaching’ meetings once a week (an hour only –
  rotated 3 disciplines to chat about what they were doing for 20
min each.) We had an all-agency status meeting (2 minutes for
    each representative from each department) which made us
accountable. We had ‘stairwell’ meetings to address ‘news’ and
 ‘rumors.’ I have so many more examples (ask me sometime ;)
 but the idea is that he did everything around creating efficiency
while also inviting conversation and sharing – often at opposing
                    ends for many organizations.
                              Wild Alchemy                    56
Ways to Engage




     Wild Alchemy   57
If You Like What You See
Let’s discuss how we can work together. I’d be
happy to chat with you about the best way to work
with you to conduct all or part of this process.
There are three general scenarios for budgeting with
varying degrees of autonomy/facilitation:
    Classic Wild Alchemy Audit + Recalibration
                 Two-Day Retreat
                      Muse

                      Wild Alchemy               58
classic audit + recalibration
  E-Survey to All Employees + 2 Moderated Listening Sessions




  Leadership Sessions to Debrief / Discuss Recommendations




Brand and Culture ‘Training’ Workshop with Agency for Cohesion




Set up cultural anchors for change and metrics to measure impact
                                                               59
                           Wild Alchemy
2-day retreat
Develop and send an e-survey to all employees/analyze for presentation
   at retreat. Note that a key client can be included in the following.



   Set-up and Conduct a 2-day Retreat (including defining the ideal,
 discussing lifts and drains and possible cultural recommendations as
          well as brand/brief training to get on the right path.)


 Reconvene with Leadership to agree to critical changes and establish
    reinforcing anchors, metrics and rewards to gain momentum.



  Provide input as needed to resolve any lingering issues (e.g. software
                               solutions.)
                                                                    60
                               Wild Alchemy
muse sessions
   Meet with Leadership to walk through agency audit exercises and
       provide direction for and ways to gaining agency buy-in



    Develop and send an e-survey to all employees to understand
    motivators and obstacles to flow/ help with listening sessions



 Recap findings with Leadership to assess key levers to be addressed
               (cultural elements that impact success)



Present summary of key recommendations, cultural anchors for change
and set up metrics to measure impact. Conduct agency presentation of
                     recommendations (if desired.)              61
                             Wild Alchemy
Other Wild Alchemy Resources
            (Training DVD + Handouts Available)


• How to Write Killer Creative Briefs
• BrandThinking and Creative Research Techniques
• Stellar Account Service
• BrandYou and Creative Momentum (for Individuals)
• Entrepreneur’s Boot Camp



                         Wild Alchemy             62
About




Wild Alchemy   63
Lynette Xanders is Wild Alchemy’s Founder/CEO and Chief
      Strategist. Her extensive marketing and consumer research
  experience comes from being a 20-year Account Planning veteran of
 advertising agencies such as Cole&Weber, DDB Seattle, BFS/Chiat Day,
 BBDO Vancouver and The Richards Group as well as an external partner
 for some of the best agencies in North America (such as W+K.) She is
the author of the Chaos Creativity Journal and teaches at the Art Institute
 of Portland. She and her family live on Mt. Hood, Oregon to appease her
                              skiing problem.
Food & Beverage




   Wild Alchemy :: Fiction   65
Agency            Financial        Non-Profit




         Wild Alchemy :: Fiction        66
Sports/Outdo   Luxury Home   Tourism
   Shoes
                               or




                                                           67
Wild Alchemy :: Fiction
Luxury    Technology   Retail
     Cars
                          Leisure




                                                          68
Wild Alchemy :: Fiction
Education   Healthcare          Senior Living   Travel




                   Wild Alchemy :: Fiction           69
Nice Words
As Cultural Alignment Partner

    “Having Lynette and Wild Alchemy work with our agency was the most productive and
 enjoyable thing we’ve ever done as a group. Aside from great teambuilding and exercising
  some creative muscles, our business improved immediately and dramatically. The team
gained new confidence and began to enthusiastically approach clients and prospects with an
 “anything is possible, let’s figure out how to make good things happen” mentality. Our new
  business win percentage hovered in the 70% range, margins went up as team members
   figured out how to provide great work and service at lower internal cost and, in the year
  following our sessions with Lynette, our revenue, margin, and net profit all exceeded the
                               previous 10 years combined.” -Y&R

      “Lynette has the whole package: Creative. Innovative. Senior. Hard-working. And
fun to work with. She helped refine our new business platform and get us all on board which
                   gave us a great sense of unity.”- ClarityCoverdaleFury

      “Lynette helped our agency clarify our positioning and reconnect with our staff. She truly
  understands the creative business and It was great to have her independent observations.
Her client and employee surveys gave us insights that have changed how we do business. I'd
         recommend Wild Alchemy to any creative shop needing a fresh outside perspective.”
                                       - Nemo Design
As Agency Strategic Partner
“Wild Alchemy is our go-to strategic partner. They bring energy and enthusiasm and extensive expertise to
 the table, and never disappoint when it comes to really insightful recommendations or thoughtful analysis.
   Wild Alchemy is neither wild, nor do they make gold, but they do provide brilliant insight and thoughtful
   recommendations that are wildly successful and result in real value for the client.” - Rick Braithwaite,
                                        Partner, Sandstrom Design.

“I’ve been a client of, and partnered with, Wild Alchemy on numerous occasions over the past 10 years and
I can honestly say I’ve never had a more inspiring or truly collaborative experience as it relates to consumer
                    insights or brand strategy. Plus, they have really great taste in wine.”
                              - Rebecca Armstrong, Managing Director, North

 “Lynette is the kind of planner creatives love to work with. Not only is she creative herself, she knows how
  to find an insight and mold it into an interesting place that’s ripe with creative possibilities.” - Jim Elliott,
                                               ACD, Cole&Weber

             “Lynette gets it. She’s smart. She cares about the work and helps make it better.”
                                   - Tony Lee, ACD, Leo Burnett Toronto

   “Wild Alchemy’s immersion into Outward Bound, and their ability to see deep into the possibilities of the
 brand, allowed us to make meaningful change, fast. Wild Alchemy has the ability not only to gather critical
information, but they create the stories, paint the picture and provide the tools necessary to motivate people
                                              and catalyze action.”
                                - Craig Trames, Executive Director, PCOBS
As Research Partner/Moderator
    “Lynette produced insights that were creative, smart, AND actionable.” - Doc Martens

“As a marketer, I would never think of doing positioning work without enlisting the help of Wild
     Alchemy. They are true partners in discovery, creativity and brand strategy.” - Nike

 “Wild Alchemy led a series of engaging, productive and insightful branding meetings with the
board, staff and patrons. Armed with our shared understanding and alignment, updates to our
website, facilities and materials were extraordinarily successful and much more cost effective.”
                                      - Artists Rep Theatre

 “Lynette is more than a market researcher. She is an expert in using research to guide and
improve a creative process in a way that both clients and agencies can get what they need to
move ahead with confidence. She is wonderfully objective and honest, and makes the rest of
                     us look a lot better.” - Meredith Publishing/Nestle

 “Lynette is the best qualitative researcher I've ever worked with. You would expect her to be
 extremely smart about understanding the issues and opportunities underneath the research
brief. What is even more useful, however, is the way she employs her great interpersonal skills
      to disarm, charm, empathize and relentlessly pin down her respondents without ever
appearing more showy or threatening than a really nice, interested friend. It’s a wonderful skill
    to watch and I can recommend her without any hesitation as a joy to have on the team.
                                 - Cole & Weber Agency Head
As WORKSHOP Leader/Speaker
“I am still drawing energy and benefits from those remarkable two days.” - Creative Director

              “One of the most thorough and inspirational introductions to brand
                analysis in which I’ve ever participated.” - Managing Director

           “Love working with Lynette. She can make an all-day workshop actually
                       work, with great results.” -Senior Copywriter

“Your collection of wisdoms and exercises is outstanding. Very functional, yet mysterious and
                         curious and challenging.” - Business Owner

“One of the best speeches on branding I’ve ever heard.” - Gov. Conf on Tourism attendee

   “Suffice it to say I found it wonderful, extremely helpful and it gave me the motivation I
 desperately needed to start making the baby steps on the way to solving bigger problems. I
                   just think you’re the cat’s pajamas.” -Microsoft employee

“There are workshops and there are experiences; there things that make you think and things
  that inspire you. Spending a day with Lynette Xanders in Brand You was an inspirational
experience while unlocking a level of insight, clarity and creativity that is inspiring me in every
           aspect of my personal and professional life” -Business Owner/Author
JOURNAL Quotes

  “You’ve produced an outstanding journal. Thought-provoking, intelligent, and very well art
             directed. Congratulations.” - Stan Richards, The Richards Group

              “It’s my touchstone. My brain. My diary for what others call ‘work’.”
                               - Susan Bladholm, Port of PDX

“[This] journal is unique in its inherent capacity to invoke thought, intention, and action. I have
    found it to be a remarkable tool for stimulating creativity, decision-making and strategic
   planning. It is a place to foster personal exploration and development. The journal is very
                                 inviting, interactive and engaging.”
                        - Sharon Kitzhaber, Kitzhaber Communications

“The Creativity Journal has such a sense of playfulness that is so helpful for creative business
                    thinking and strategizing. I’m a huge fan! Thank you!”
                                    - Ryan Buchanan, eRoi
wildalchemy.com
               Lynette Xanders
          Lynette@wildalchemy.com
                206.755.6800
:: Creative Research :: Brand Strategies + Copywriting ::
                :: Culture :: Workshops ::

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Cultural Momentum

  • 1. How to Harness Cultural Momentum January, 2013
  • 2. the basic idea • This work is intended to create momentum within the agency: the invisible force that results in producing more with less, creating exceptional outputs more efficiently, and helping people have more fun in the process. • Momentum requires addressing several different elements: – Illumination: research to identify issues, truths and opportunities. (Issues can be very specific in nature and it helps obtain buy-in.) – Focus: a clear and cohesive strategy (one vision, one voice.) – Alignment: total understanding and engagement of purpose, process and permission to play by all (common language, expectations.) – Propulsion: ignite cultural levers to improve creative flow, individual empowerment and buoyancy (on a company, team and individual level.) Wild Alchemy 2
  • 3. What Is Culture? Wild Alchemy 3
  • 4. Culture Culture is not something that is passed down from top to bottom, but created among individuals who are of a like mind and temperament, with a common goal and language. If these elements are not present, culture is the agreement that is made that keeps the proverbial ball rolling and everyone from killing each other. Culture is made – with intention – to create efficiencies while generating the ‘juice’ that enables conversations, ideation, courage, leadership and ultimately, a magnet for other likeminded people and businesses. It is self- sustaining organic growth that isn’t painful or counterproductive. It results in autonomy, less policing, firing on all cylinders…in a word, momentum. Agencies that have it get more done with less. Agencies that don’t can’t seem to keep the wheels on the rails. Culture is critical in organizations that engage in creative development because the process must be organic to some degree, because it’s an industry of taste and because of the nature of the individuals involved. It can be nurtured, managed and recalibrated with the right handling. Wild Alchemy
  • 5. Culture = un-policed Beliefs Behaviors Language Interactions Wild Alchemy 5
  • 6. Signs of a Poor Culture • No laughter in hallways or meetings. • Self-policing on the ‘little things’ and not on the work. No desire to ‘swing for the fences’ or do more than is necessary. • Leadership feels they need ‘bed checks’ to manage staff or constant supervision. • A bad habit of scarcity mentality (not taking vacations) which shows in ‘no light behind the eyes.’ • Shutting down (lack of engagement) and quiet brainstorm meetings. • General inefficiency (fretting or re-doing work vs. producing.) • Unhappy staff, unhappy clients.
  • 7. Real Examples • What kinds of situations call for this work? – Mid-sized ad agency OM = wants to double in size and be more efficient (profitable) – Mid-sized ad agency CEO = wants fewer day-to-day hands-on client/agency responsibilities – Start-up = wants systems to streamline, grow – New leadership team at established company = wants a vision to unify efforts and stimulate new thinking Wild Alchemy 7
  • 8. What is the Context for Culture? Wild Alchemy 8
  • 9. Brand is Do, Be, Say What we do, what we make, Do: our products Product Be: Say: Culture Expressions Wild Alchemy 9
  • 10. How We Express What we do, what we make, Do: our products Product How we express ourselves internally and externally Be: Say: Culture Expressions Wild Alchemy 10
  • 11. Who We Are What we do, what we make, our products What We Do: Product How we express ourselves internally and Who we externally are, why we care Be: Say: and how Culture Expressions we do things Wild Alchemy 11
  • 12. Role of Branding: Port of PDX • If I may, I'd like to relay a quick story...I was doing a micro (1 hour) branding workshop for the Port of Portland (100 or so people.) A man raised his hand said, "I am a Marine Biologist and I don't know why I'm here." I said, "Do you go to cocktail parties?' He said he did. "And do people ask you where you work?" Again, a nod yes. "And you say 'the Port of PDX', right? Yup. And then they say, "what does the Port DO?" Lots of laughter. A nod yes. "And you answer them, right?" Yup again. "Well, then, Mr. Marine Biologist, you are in branding. If everyone says the same thing at cocktail parties you have a strong brand (and in a connected way, a strong culture.) If everyone says something different, you have problems." He was happy to stay and enjoyed having a collective way of talking about his company and having points of connection with his fellow staff members. • Brand, culture and business are all inextricably intertwined. Brand is badge of the tribe. It’s not about the WHAT it’s about the HOW and whether people believe if it is authentic’. Brand affects new business, recruitment and a shared sense of tribalism and purpose (one vision, one voice) with all contributing to its definition, expressions, core strength and longterm health. Wild Alchemy 12
  • 13. Four Steps to A Better Culture 1. Audit Your Culture and ID Key Levers 2. Audit Your Clients’ Wishes and Actuals 3. Fix What You Can Today – Big Rocks 4. Address Additional Needs - Ongoing Wild Alchemy 13
  • 14. 1. Audit Your Culture • Send out an e-survey to understand the answers to these questions will help you know which levers to turn. • Conduct a workshop to illustrate lifts and drains. Seek to increase lifts and decrease drains (examples in the back but overall it’s about turning the levers to get more of the things that inspire us and less of what brings us down/gets in the way.) Wild Alchemy 14
  • 15. AUDITING BELIEFS • What does success look like? • What is a sin at this company? • What am I rewarded for? Wild Alchemy 15
  • 16. AUDITING BEHAVIORS • What am I spending my time on? • What doesn’t get done that should? • How motivated am I to come to work? Wild Alchemy 16
  • 17. AUDITING LANGUAGE • What gets said in hallways? • What gets said when brainstorming? • What is our collective mantra? Wild Alchemy 17
  • 18. AUDITING INTERACTIONS • What do people support each other on? • What are sources of strife/unrest? • To what extent is fun allowed? • What would they change if King for a day? Wild Alchemy 18
  • 19. 2. Audit Your Clients • If you are game and able, talk to your best clients to find out what they love and what they would love more of. And then talk to clients you pitched but didn’t get. • At minimum, pull up past 2 year financials and in a workshop setting with the leadership team (or as homework), plot clients on a perceptual map as follows Wild Alchemy 19
  • 20. Looking at actual $$$ revenues and PROFIT MARGIN and plot profitable clients on the $ axis based on what they’re worth to you financially (top/bottom sides of page.) Hate Love not profitable $ Wild Alchemy 20
  • 21. Your Goal is to Identify Each Clients’: Relative Revenues (high margins) Ideal/Efficient Processes (best practices) Fun/Respect Quotient (best relationships) Work You/Clients Are Proud of (best outputs) Burnout Factor (worst relationships) Wild Alchemy 21
  • 22. $$$ Not a lot of fun or A lot of fun/respect, respect, uninspired great work and/or a work and/or people vibe/process that burn out working on makes people want to this account. work on this account. Hate Love Subjectively evaluate each account based on the factors above and put them on the above scale (right/left sides of page.) $ Wild Alchemy 22
  • 23. $$$ Lions Feed Your Lions Work Your Horses Hate Horses Love Shoot Your Dogs Dogs $ Wild Alchemy 23
  • 24. Feed Your Lions • 80% of revenues come from 20% of customers. – BUT sometimes you may think they’re profitable because of the volume of work or the amount of squeak. – Make sure it’s based on actuals. Make sure they’re happy and see if you can get more. Wild Alchemy 24
  • 25. Work Your Horses • These are the ones that will require a concerted effort to figure out which side of the fence to put them. Work with them to: – Fix poor processes that keep them from being efficient/fun and/or profitable. – Fix poor relationships that keep them from being fun/respectful/producers of great work. Wild Alchemy 25
  • 26. Shoot Your Dogs • This means firing them. Or letting them know they’re on probation. Or actively looking to replace them. – Agencies made money firing bad clients. – Be sure they’re not game to change first before letting them go. – Being vocal about intentions to replace can help morale. Wild Alchemy 26
  • 27. 3. Fix What You Can Today • As the Eastern saying goes, ‘big things are little, little things are big.’ Put someone (or a team) in charge of ticking off easy things and removing drains. Not only give permission for change, encourage the spirit of breaking old ruts/bad habits/stagnant air. As Harvard Business Review espouses, “manage your energy, not your time.” • The following is a list of ‘small things’ that made a huge difference in the energy, enthusiasm, efficiency and effectiveness of ticking small irritants off the list. It’s empowering. And that’s contagious. Wild Alchemy 27
  • 28. Cultural Change Elements Elevate language to incite invitations (e.g., yes, let’s) Cultivate efficiency (e.g., stand up meetings) Create an inspiring environment (e.g., matching forks) Break bad habits (e.g., hotel bells) Identify common threads/goals (e.g., ‘deviate’) Inform/fall in love with your customers (e.g., poster child) Use and value creative briefs/process (e.g., reward) Wild Alchemy 28
  • 30. Elevating Language • In most agency brainstorming sessions, people often will say, “The client will never buy it”, “It’ll never work”, etc. which shuts down conversations. • At Cole & Weber, we had a self-policing rule to use ‘Yes, and…” and “Yes, let’s…” to transition to new thoughts in every interaction – even with clients. This language shift was instrumental in fostering ideation and collaboration (learned from invitation language espoused by improv groups.) • At an agency that had a bad habit of negative language, we put hotel bells around the office to provide a way to break the negative spiral. Hitting the bell conveyed to all ‘let’s start again with better language.’ Wild Alchemy 30
  • 31. Elevating Language • What gets said in hallways is a huge indicator of culture. And what gets said gets done. I’ve audited many agencies over the years and have found a typical mindset that is indicative of the vibe/culture: most say, “I’m so tired” or “Do your timesheets.” Not inspiring and often exhausting. And worse, it is a self-fulfilling prophecy. • Conversely, at Apple, their mantra is: “[Is it] insanely great?” I believe it plays a key role in the success of this organization – and any organization. Wild Alchemy 31
  • 32. Cultivating Efficiency • One good example of how a small change can have a big impact is the swipe we took at ‘meeting hell’ at YRG. The agency was paralyzed by endless meetings. To counteract this, we put in clocks and took the chairs out of meeting rooms. At the end of the habit-changing time, they overwhelmingly decided to keep it this way and now call their meetings ‘huddles.’ • Writing briefs is also a critical step and a core component in cultivating efficiency. Wild Alchemy 32
  • 33. Inspiring Environment Another YRG example illustrates the need to create an inspiring environment. This was a place that espoused the value of aesthetics, yet the furniture and even the forks in the break room were cheap and unmatched. The effect of this on designers is visceral and while others couldn’t put their finger on it, when we changed them out for decent ones (not expensive), the mood, morale and atmosphere lifted noticeably. Other changes were made, such as throwing out old files, based on key tenets in creating good Feng Shui. Good space matters. Wild Alchemy 33
  • 34. Identify Common Threads Most organizations, but especially those in the advertising and design fields, must understand that theirs is an industry of taste. To create a sense of cohesion (one vision, one voice) it is important to define the collective taste. What is great work and what is less than? A great exercise to begin this discovery is to create a ‘wall of fame’ and a ‘wall of shame’. Publicly showcase both your work as well as any out in ‘the real world’ that lives in these buckets – and then discuss themes and ultimately put words to them. At C&W our short- hand for what was great work was if it ‘deviated’ from traditional category communications. Wild Alchemy 34
  • 35. Inform/Fall in Love with Customers One of my clients was a NW ski resort. During a workshop, I discovered that a few staff members had disdain for ‘people with new gear’. They didn’t feel they were part of the tribe and they definitely didn’t love them. I’ve seen this in other categories/industries many times since. Imagine how this might impact the experience for customers. Imagine if the people in charge of marketing don’t respect the customers. A strong brand radiates the connection they have with cultists in word and action (and weak brands don’t.) Wild Alchemy 35
  • 36. Inform/Fall in Love with Customers Doing relevant, interesting research is a huge piece of doing smart, effective work. It is a key to doing great work efficiently. It also helps everyone fall in love with the customer and understand their love for the brand -- keys to doing good work, building strong brands and successful companies. And doing good research helps the agency be more powerful (knowledgeable and confident) in the agency-client dynamic. It is a referee. It helps reduce or eliminate stupid fights. Most successful companies talk to their customers – and I believe most successful agencies do. Wild Alchemy 36
  • 37. Charge for Strategy Many clients I’ve worked with are doing good strategic work but without discipline – and often without getting paid for it. Most need to find a way to not ‘give away the gold’. One branding agency I worked with said that 40% of their revenues came from strategy work alone – outside of creative work. Making it a clear part of the process with a clear deliverable is part of it – but believing you should have the time and money to do it right is a bigger part of it. Wild Alchemy 37
  • 38. We Don’t Have Time for Briefs When I worked at Omnicom (both at BBDO and DDB), the teams did not fully understand the need to make the time and allot the budget to do research and write a brief before beginning creative work. At the end of my tenure, leadership understood and summarized their new perspective as, “We never seemed to have the time to do it right, but we always seemed to find the time to do it over.” Wild Alchemy 38
  • 39. 4. Address Additional Needs • Hiring/Resources – Juicy recruitment ads/defining criteria • Unity – Defined tribal taste and language • Brand Expressions – Refreshed look/feel • New Business Presentation – Refined pitch • Documentation/Sharing – Launch/Onboarding of newbies Wild Alchemy 39
  • 40. These expressions can be an immediate result of previous work or they can be a secondary area of focus. The key is to not jump the gun and go straight to outputs as the work must be done internally first (with reminders and rewards to make sure it sticks) before putting it out to clients or prospects. Expressions must be authentic – and without buy-in and real organizational change, these outputs may be rendered hollow at best. Wild Alchemy :: Culture Cases 40
  • 41. Case Studies Wild Alchemy 41
  • 42. experience • Extensive work has been done across a variety of categories but with a similar mission: to create greater flow, improve employee engagement at the workplace and better work as a result. • Similar work has been conducted for: Young & Roer Columbia Sportswear Grady Britton First Independent Bank Nemo Oregon Shakespeare Festival Liquid Agency Perkins Accounting AHA Writers Group Patagonia Citrus Adidas’ Global Innovation Team Clarity, Coverdale, Fury DoveLewis Emergency Animal Hospital • A client list with reference quotes is appended and a full list can be found at wildalchemy.com. Wild Alchemy :: Fiction 42
  • 43. What follows are summaries and quotes from various clients. They are intended to provide an overview of the type of Wild Alchemy’s cultural alignment work with them and the resulting success achieved. It should be noted that the specific workshops and/or cultural activities each undertook varied by client – from a single workshop to more intensive and specific alignment work which affected the scope of impact, but all found relief from major pain points. Wild Alchemy :: Culture Cases 43
  • 44. Young & Roer Small Tech Agency, PDX, OR This agency was in crisis when I was asked to help. New management was brought in by the Board in order to keep the agency from becoming insolvent. Internal discovery sessions revealed areas of latent pride and sources of frustration and inefficiency. Workshops provided a common language and sense of purpose and process but there were a few speed bumps that had to be addressed specifically. To reduce ‘meeting hell’, clocks were installed in meeting rooms and chairs removed. Hotel bells were installed around the office to signal a ‘change of language’ to break bad habits of negative communications. Small changes were made to the décor to improve inspiration and clutter was cleared out. Common goals were posted to redirect energies to nobler goals. The cultural changes affected the tenor of the office as much as the workshops did (to provide a new framework.) Excitement was palpable immediately and momentum fed on itself. Wild Alchemy :: Culture Cases 44
  • 45. Y&R Client Testimonial “Having Lynette and Wild Alchemy work with our agency was the most productive and enjoyable thing we’ve ever done as a group. Aside from great teambuilding and exercising some creative muscles, our business improved immediately and dramatically. The team gained new confidence and began to enthusiastically approach clients and prospects with an “anything is possible, let’s figure out how to make good things happen” mentality. Our new business win percentage hovered in the 70% range, margins went up as team members figured out how to provide great work and service at lower internal cost and, in the year following our sessions with Lynette, our revenue, margin, and net profit all exceeded the previous 10 years combined.” -Mike Heiser, former Managing Director of YRG (note: YRG was successfully purchased) Wild Alchemy :: Culture Cases 45
  • 46. Columbia Sportswear Outdoor Apparel Company, PDX, OR Columbia Sportswear has many teams working across multiple product lines and brands across the globe. They had great innovations but seemed to be at a plateau in terms of market share. A new brand manager opened the door to addressing some issues she saw with their brief writing as an easy point of entry. While they thought they had the brief nailed, a ‘pop quiz’ showed a lack of unity and understanding in the brand promise (and benefit to the consumer.) In addition, several process issues were causing undue stress and undermining positive behaviors – resulting in heated tempers, late nights and missed opportunities (inefficiencies) in communications. Recommendations from internal surveys and workshops addressed both process and cultural issues as well as branding and brief writing skills. Wild Alchemy :: Culture Cases 46
  • 47. Columbia Sportswear/Sorel Outdoor Apparel Company, PDX, OR As a foray into ‘thinking about their brands more creatively’, the Creative Director of CS wrote a Haiku for the brand which helped create a common platform/language around the brand’s essence that the organization found truly inspiring and easier to share/refer back to Warm Dry Cool Protect Active Outdoor Persona I Have No Worry Post-workshop, new trafficking software was installed, briefing processes augmented and briefs reworked (to be more creative and brief.) As a result, they are enjoying newfound cohesion, impact and momentum across all product lines/teams and have seen great success from recent global marketing campaigns for several brands. Wild Alchemy :: Culture Cases 47
  • 48. Columbia Sportswear/SOREL “Killer Briefs has transformed the way we work together. Briefs are clearer, more potent and purposeful. The work is more compelling. Inspired, brand right and market right. Lynette started something remarkable that we have seized upon and amplified; she helped us quickly and efficiently uncover our brand’s core truths. Our collaboration is more meaningful, we have more more fun embracing challenges, and the work is better.” ~Kimberly Barta, Senior Global Brand Director Wild Alchemy :: Culture Cases 48
  • 49. DoveLewis Emergency Animal Hospital, PDX, OR After successful rebranding work and capital campaign, this non-profit was able to focus on the last piece: issues and drama amongst medical staff. After one-on-one ‘counseling’ conversations with all medical staff (and leadership), several small things were uncovered that led to a full cultural recovery (staff started getting along, showing up to meetings, having conversations, not calling in HR, etc.) One example: medical staff were often running at a pace that prevented them from taking breaks (and eating.) Allocating budget to have high protein snacks on hand (vs sugar) was a pivotal lever in changing the tenor of the floor. Wild Alchemy 49
  • 50. Agency Client Testimonial “Having Lynette and Wild Alchemy work with our agency was the most productive and enjoyable thing we’ve ever done as a group. Aside from great teambuilding and exercising some creative muscles, our business improved immediately and dramatically. The team gained new confidence and began to enthusiastically approach clients and prospects with an “anything is possible, let’s figure out how to make good things happen” mentality. Our new business win percentage hovered in the 70% range, margins went up as team members figured out how to provide great work and service at lower internal cost and, in the year following our sessions with Lynette, our revenue, margin, and net profit all exceeded the previous 10 years combined.” -Mike Heiser, former Managing Director of YRG Wild Alchemy (note: YRG was purchased) 50
  • 51. Clarity Coverdale Fury Creative Ad Boutique, Minneapolis, MN A staff audit helped identify equities in the current culture: a clear sense of what doing a good job meant that happened to be a mantra (a phrase one heard regularly in hallways was ‘grow your clients’ business’.) This led to a retooling of the agency’s brand as a Growth Company (vs. ad agency) and subsequent case studies/new business presentations. Leadership interviews helped identify a good ‘cultural fit’ for the agency and found a one word description: earnest (in what they’d look for in a potential new hire.) This clarity and refocus helped them gain new, better clients and streamlined processes internally – resulting in a fat bottom line. Wild Alchemy :: Culture Cases 51
  • 52. Clarity Coverdale Fury Creative Ad Boutique, Minneapolis, MN A staff audit helped identify equities in the current culture: a clear sense of what doing a good job meant that happened to be a mantra (a phrase one heard regularly in hallways was ‘grow your clients’ business’.) This led to a retooling of the agency’s brand as a Growth Company (vs. ad agency) and subsequent case studies/new business presentations. Leadership interviews helped identify a good ‘cultural fit’ for the agency and found a one word description: earnest (in what they’d look for in a potential new hire.) This clarity and refocus helped them gain new, better clients and streamlined processes internally – resulting in a fat bottom line. Wild Alchemy 52
  • 53. The Source of My Cultural Fascination and Gold Standard Wild Alchemy 53
  • 54. The Richards Group My perspective is based on having worked for, what I believe to be, the cultural Holy Grail: The Richards Group. This agency is one of the biggest, most profitable privately held agencies in North America. From my tenure there, they have grown from 60 people to 600+. The culture not only helps this agency create award- winning, effective work for clients such as Corona, Motel 6, Home Depot and Hyundai, it does so with efficiency (profits are awe-inspiring) and fun. Great people – especially creatives - who worked there in the early 80’s when I was there are still there 30 years later, producing outstanding work. And that, friends, is priceless. Wild Alchemy :: Culture Cases 54
  • 55. The Richards Group TRG was my first agency job. It is to this day one of the largest privately held agencies in North America and the best agency experiences I’ve ever had. I credit much of their success to the wonderful cultural tenets Stan put in place. One of the keys to his magic was cultivating efficiency at every turn. Everyone had a Mac. He created a word processing center to clean up all documents and ensure consistency (we were only responsible for content.) He instituted bowling lunches every other Friday (mandatory) and invited us to discuss ads we’d seen in CA with creatives (establishes taste, language and trust talking about creative that wasn’t their creative.) He defined our task. He sent us home at 6 pm and encouraged us to come in at 4 am instead. He created an environment that demanded excellence…and fun. Wild Alchemy 55
  • 56. The Richards Group When the agency nearly doubled in size from 150 people to 300, we had an issue with fueling conversations. Email was new (yes, I know I just dated myself) so he banned internal email. Clients only. Because ideas happen in hallways. He created telephone lists with pictures and first names only. He held all agency ‘teaching’ meetings once a week (an hour only – rotated 3 disciplines to chat about what they were doing for 20 min each.) We had an all-agency status meeting (2 minutes for each representative from each department) which made us accountable. We had ‘stairwell’ meetings to address ‘news’ and ‘rumors.’ I have so many more examples (ask me sometime ;) but the idea is that he did everything around creating efficiency while also inviting conversation and sharing – often at opposing ends for many organizations. Wild Alchemy 56
  • 57. Ways to Engage Wild Alchemy 57
  • 58. If You Like What You See Let’s discuss how we can work together. I’d be happy to chat with you about the best way to work with you to conduct all or part of this process. There are three general scenarios for budgeting with varying degrees of autonomy/facilitation: Classic Wild Alchemy Audit + Recalibration Two-Day Retreat Muse Wild Alchemy 58
  • 59. classic audit + recalibration E-Survey to All Employees + 2 Moderated Listening Sessions Leadership Sessions to Debrief / Discuss Recommendations Brand and Culture ‘Training’ Workshop with Agency for Cohesion Set up cultural anchors for change and metrics to measure impact 59 Wild Alchemy
  • 60. 2-day retreat Develop and send an e-survey to all employees/analyze for presentation at retreat. Note that a key client can be included in the following. Set-up and Conduct a 2-day Retreat (including defining the ideal, discussing lifts and drains and possible cultural recommendations as well as brand/brief training to get on the right path.) Reconvene with Leadership to agree to critical changes and establish reinforcing anchors, metrics and rewards to gain momentum. Provide input as needed to resolve any lingering issues (e.g. software solutions.) 60 Wild Alchemy
  • 61. muse sessions Meet with Leadership to walk through agency audit exercises and provide direction for and ways to gaining agency buy-in Develop and send an e-survey to all employees to understand motivators and obstacles to flow/ help with listening sessions Recap findings with Leadership to assess key levers to be addressed (cultural elements that impact success) Present summary of key recommendations, cultural anchors for change and set up metrics to measure impact. Conduct agency presentation of recommendations (if desired.) 61 Wild Alchemy
  • 62. Other Wild Alchemy Resources (Training DVD + Handouts Available) • How to Write Killer Creative Briefs • BrandThinking and Creative Research Techniques • Stellar Account Service • BrandYou and Creative Momentum (for Individuals) • Entrepreneur’s Boot Camp Wild Alchemy 62
  • 64. Lynette Xanders is Wild Alchemy’s Founder/CEO and Chief Strategist. Her extensive marketing and consumer research experience comes from being a 20-year Account Planning veteran of advertising agencies such as Cole&Weber, DDB Seattle, BFS/Chiat Day, BBDO Vancouver and The Richards Group as well as an external partner for some of the best agencies in North America (such as W+K.) She is the author of the Chaos Creativity Journal and teaches at the Art Institute of Portland. She and her family live on Mt. Hood, Oregon to appease her skiing problem.
  • 65. Food & Beverage Wild Alchemy :: Fiction 65
  • 66. Agency Financial Non-Profit Wild Alchemy :: Fiction 66
  • 67. Sports/Outdo Luxury Home Tourism Shoes or 67 Wild Alchemy :: Fiction
  • 68. Luxury Technology Retail Cars Leisure 68 Wild Alchemy :: Fiction
  • 69. Education Healthcare Senior Living Travel Wild Alchemy :: Fiction 69
  • 71. As Cultural Alignment Partner “Having Lynette and Wild Alchemy work with our agency was the most productive and enjoyable thing we’ve ever done as a group. Aside from great teambuilding and exercising some creative muscles, our business improved immediately and dramatically. The team gained new confidence and began to enthusiastically approach clients and prospects with an “anything is possible, let’s figure out how to make good things happen” mentality. Our new business win percentage hovered in the 70% range, margins went up as team members figured out how to provide great work and service at lower internal cost and, in the year following our sessions with Lynette, our revenue, margin, and net profit all exceeded the previous 10 years combined.” -Y&R “Lynette has the whole package: Creative. Innovative. Senior. Hard-working. And fun to work with. She helped refine our new business platform and get us all on board which gave us a great sense of unity.”- ClarityCoverdaleFury “Lynette helped our agency clarify our positioning and reconnect with our staff. She truly understands the creative business and It was great to have her independent observations. Her client and employee surveys gave us insights that have changed how we do business. I'd recommend Wild Alchemy to any creative shop needing a fresh outside perspective.” - Nemo Design
  • 72. As Agency Strategic Partner “Wild Alchemy is our go-to strategic partner. They bring energy and enthusiasm and extensive expertise to the table, and never disappoint when it comes to really insightful recommendations or thoughtful analysis. Wild Alchemy is neither wild, nor do they make gold, but they do provide brilliant insight and thoughtful recommendations that are wildly successful and result in real value for the client.” - Rick Braithwaite, Partner, Sandstrom Design. “I’ve been a client of, and partnered with, Wild Alchemy on numerous occasions over the past 10 years and I can honestly say I’ve never had a more inspiring or truly collaborative experience as it relates to consumer insights or brand strategy. Plus, they have really great taste in wine.” - Rebecca Armstrong, Managing Director, North “Lynette is the kind of planner creatives love to work with. Not only is she creative herself, she knows how to find an insight and mold it into an interesting place that’s ripe with creative possibilities.” - Jim Elliott, ACD, Cole&Weber “Lynette gets it. She’s smart. She cares about the work and helps make it better.” - Tony Lee, ACD, Leo Burnett Toronto “Wild Alchemy’s immersion into Outward Bound, and their ability to see deep into the possibilities of the brand, allowed us to make meaningful change, fast. Wild Alchemy has the ability not only to gather critical information, but they create the stories, paint the picture and provide the tools necessary to motivate people and catalyze action.” - Craig Trames, Executive Director, PCOBS
  • 73. As Research Partner/Moderator “Lynette produced insights that were creative, smart, AND actionable.” - Doc Martens “As a marketer, I would never think of doing positioning work without enlisting the help of Wild Alchemy. They are true partners in discovery, creativity and brand strategy.” - Nike “Wild Alchemy led a series of engaging, productive and insightful branding meetings with the board, staff and patrons. Armed with our shared understanding and alignment, updates to our website, facilities and materials were extraordinarily successful and much more cost effective.” - Artists Rep Theatre “Lynette is more than a market researcher. She is an expert in using research to guide and improve a creative process in a way that both clients and agencies can get what they need to move ahead with confidence. She is wonderfully objective and honest, and makes the rest of us look a lot better.” - Meredith Publishing/Nestle “Lynette is the best qualitative researcher I've ever worked with. You would expect her to be extremely smart about understanding the issues and opportunities underneath the research brief. What is even more useful, however, is the way she employs her great interpersonal skills to disarm, charm, empathize and relentlessly pin down her respondents without ever appearing more showy or threatening than a really nice, interested friend. It’s a wonderful skill to watch and I can recommend her without any hesitation as a joy to have on the team. - Cole & Weber Agency Head
  • 74. As WORKSHOP Leader/Speaker “I am still drawing energy and benefits from those remarkable two days.” - Creative Director “One of the most thorough and inspirational introductions to brand analysis in which I’ve ever participated.” - Managing Director “Love working with Lynette. She can make an all-day workshop actually work, with great results.” -Senior Copywriter “Your collection of wisdoms and exercises is outstanding. Very functional, yet mysterious and curious and challenging.” - Business Owner “One of the best speeches on branding I’ve ever heard.” - Gov. Conf on Tourism attendee “Suffice it to say I found it wonderful, extremely helpful and it gave me the motivation I desperately needed to start making the baby steps on the way to solving bigger problems. I just think you’re the cat’s pajamas.” -Microsoft employee “There are workshops and there are experiences; there things that make you think and things that inspire you. Spending a day with Lynette Xanders in Brand You was an inspirational experience while unlocking a level of insight, clarity and creativity that is inspiring me in every aspect of my personal and professional life” -Business Owner/Author
  • 75. JOURNAL Quotes “You’ve produced an outstanding journal. Thought-provoking, intelligent, and very well art directed. Congratulations.” - Stan Richards, The Richards Group “It’s my touchstone. My brain. My diary for what others call ‘work’.” - Susan Bladholm, Port of PDX “[This] journal is unique in its inherent capacity to invoke thought, intention, and action. I have found it to be a remarkable tool for stimulating creativity, decision-making and strategic planning. It is a place to foster personal exploration and development. The journal is very inviting, interactive and engaging.” - Sharon Kitzhaber, Kitzhaber Communications “The Creativity Journal has such a sense of playfulness that is so helpful for creative business thinking and strategizing. I’m a huge fan! Thank you!” - Ryan Buchanan, eRoi
  • 76. wildalchemy.com Lynette Xanders Lynette@wildalchemy.com 206.755.6800 :: Creative Research :: Brand Strategies + Copywriting :: :: Culture :: Workshops ::