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Going Beyond Parallel Play
 How to take Integrated Programs to
 the Next Level



10/9/2012   Going Beyond Parallel Play   1
TODAY’S AGENDA

       • Introductions

       • What’s the big deal about integrated programs
         anyway? What’s wrong with parallel play?

       • Case Study – Children’s Hospital Trust

       • Lightening Round – 8 More Ideas to Get Beyond
         Parallel Play

       • Q & A and Sharing from Participants


10/9/2012   Going Beyond Parallel Play   2
INTRODUCTIONS
       • Nicole Palovich
         Director, Development Marketing Communications
         Children’s Hospital Trust

       • Christopher Maddocks
         Director, Information Management and Technology
         Children’s Hospital Trust

       • Dolores McDonagh
         Principle Consultant
         Charity Dynamics




10/9/2012   Going Beyond Parallel Play   3
SO WHAT’S WRONG WITH PARALLEL PLAY?

            Absolutely nothing…

            If you’re two years old.




10/9/2012    Going Beyond Parallel Play   4
AND WHAT DO WE MEAN BY
       ‘INTEGRATED PROGRAMS’ ANYWAY?




10/9/2012   Going Beyond Parallel Play   5
“Integration means communicating a consistent
            identity from message to message, and medium to
            medium, and (more importantly) delivering
            consistently on that identity.

            It requires not only the identification of a powerful,
            unifying strategy and compelling voice for your
            brand, but the discipline to roll it into every aspect
            of your organization—from advertising to sales,
            customer service to customer relationship
            management programs (and beyond). It’s not for
            the faint of heart.”
            Steve McKee author “When Growth Stalls: How It Happens, Why You’re Stuck and What
            to Do About It.”
10/9/2012      Going Beyond Parallel Play          6
But in the end, it’s not really about you.

    It’s all about ME!




10/9/2012   Going Beyond Parallel Play   7
Major
                                                 TV/Radio   Gifts   Print

                                        Social                              Email


                             Customer
                                                                                    Advocacy
                              Service



                   Website                                                                     Mobile




            Phone                                                                                   Events




            Mail                                                                                        Web Ads




10/9/2012          Going Beyond Parallel Play                8
10/9/2012   Going Beyond Parallel Play   9
10/9/2012   Going Beyond Parallel Play   10
10/9/2012   Going Beyond Parallel Play   11
10/9/2012   Going Beyond Parallel Play   12
10/9/2012   Going Beyond Parallel Play   13
CHILDREN’S HOSPITAL TRUST
       CASE STUDY IN GOING BEYOND PARALLEL PLAY




10/9/2012   Going Beyond Parallel Play   14
:


   CHILDREN’S HOSPITAL TRUST




10/9/2012   Going Beyond Parallel Play   15
Tales from the Trust


       • A little on the history of our development office
       • Web team




10/9/2012   Going Beyond Parallel Play      16
10/9/2012   Going Beyond Parallel Play   17
Turnover presents opportunity… to pause.




10/9/2012   Going Beyond Parallel Play   18
Right people/right tools/right work?




10/9/2012   Going Beyond Parallel Play   19
We were ready to cross to the other side:
       inclusive culture + multi-channel communications




10/9/2012   Going Beyond Parallel Play   20
The sprint began…




10/9/2012   Going Beyond Parallel Play   21
Partnering with Charity Dynamics…

       • Assessment in September 2011 of digital staffing and all initiatives
       • Would shape staffing decisions and guide year-end plans
       • Recommendations:
            -   Strategic planning
            -   Increase engagement activity
            -   End of year solicitations - more frequent, more folks, more integrated
            -   Prioritize digital opportunities with maximum return
            -   Develop more stewardship opportunities
            -   Assign marketing / technology resources to optimizing those “best” tools




10/9/2012        Going Beyond Parallel Play        22
Integration Requires Planning

                                              Direct Mail


                                               Website
                                               Update


                                                Email

                                                Social
                                                Media




10/9/2012   Going Beyond Parallel Play   23
Campaign Outcomes
            Online giving increased 26% from 2010 to 2011 through
            improved revenue capture of previous donors.
                          2010                   2011




10/9/2012      Going Beyond Parallel Play   24
Multi-channel campaign, multi-channel outcomes
                                                                     Social media
                                                                         0%
                                                        Google cpc
                                                           8%
                                  Other Internet
                                                                         CHB/Feature   Give Now Button
                                      24%
                                                                            12%              3%




                                                                                           Email
                                                                                           12%

                       Lightbox
                         41%




10/9/2012   Going Beyond Parallel Play             25
Drill-down: The email campaign                                             5 - Last-Chance Appeal




                                             3 - Tribute Appeal




1 - Story-Based




                           2 - Story-Based




                                                                  4 - End-of-Year Appeal

10/9/2012    Going Beyond Parallel Play            26
Email results
                                              Dollars raised through Year
                                              End email campaign
                                              increased 92% and number
                                              of donors increased 200% in
                                              large part due to expanding
                                              universe beyond direct mail
                                              donors to include:

                                              • Major Gift donors and
                                                prospects
                                              • Community Event
                                                Participants and Donors
                                              • Marathon runners
                                              • eNewsletter Subscribers

                                              Including these populations
                                              resulted in a 3X increase in
                                              list size.

10/9/2012   Going Beyond Parallel Play   27
Testing lessons from direct mail




•   Extra 232 words expanded ability to “tell the whole story” including personal details
    about Keegan
•   Mentioning Doctor’s role in body of copy kept “donate button” in closer proximity to photo
•   Good use of white space kept readers’ eyes moving through longer copy.


10/9/2012   Going Beyond Parallel Play         28
Testing lessons from direct mail




                                                                Longer Copy
                                              Metric            Performance
                                              Click Through Rate +20%
                                              Gifts             +75%
                                              Dollars           +125%
                                              Avg. Gift         +28
                                              Conversion Rate   +54%
                                              Opt-out Rate      -8.3%


10/9/2012   Going Beyond Parallel Play   29
New for 2011
            Coordinated message in all hospital efforts

            •More prominent marketing on the Trust’s and Main Hospital Page
            •Coordinated Facebook messaging
            •Paid search advertising
            •CarePages – (not everything was a success, but lessons learned
            help CHT focus on where to place limited resources in the future.)




10/9/2012    Going Beyond Parallel Play    30
New for 2011 – Targeted messaging for new
            email audiences
            •Continued specific messaging to donors and non donors

            •Specific messaging to “Miracles for Miles” Boston Marathon
            participants to help them leverage year end-timing for their own
            fundraising.




10/9/2012    Going Beyond Parallel Play     31
Giving Form Customization
            • Continued messaging from email (header, images, vanity URL)
            • Default amounts dynamic per donor segment ($50 versus $500)
            • Embedded analytics and eCommerce tags to monitor results




10/9/2012    Going Beyond Parallel Play   32
Analytics Informing Communication
            • Through integration with Google Analytics, the Trust was able to
              leverage the eCommerce API and campaign tagging.
            • Impact is seeing what appeals donors are responding to, how much they
              are giving, what areas they are supporting and how channels align




10/9/2012    Going Beyond Parallel Play   33
Round 1:
 Mobile empowers
 Couch Potatoes




10/9/2012   Going Beyond Parallel Play   34
10/9/2012   Going Beyond Parallel Play   35
Round 2: Online Voting + ‘Absentee Ballots’




10/9/2012   Going Beyond Parallel Play   36
Round 3:
                                              Don’t Silo
                                              Your Advocates




10/9/2012   Going Beyond Parallel Play   37
Round 4: Apps Prove
                                              that you’ve
                                              “walked the walk.”




10/9/2012   Going Beyond Parallel Play   38
Round 5: Shared
                                              Story Campaigns
                                              Add Value for
                                              Corporate and
                                              Community Partners




10/9/2012   Going Beyond Parallel Play   39
Round 6: Shared
                                              Story Campaigns
                                              Add Value for
                                              Corporate and
                                              Community Partners




10/9/2012   Going Beyond Parallel Play   40
Round 7: Multi-Channel your Thanks!




10/9/2012   Going Beyond Parallel Play   41
Round 8: Good Things
                                              Happen When You
                                              Take a Major Gift Officer
                                              to Lunch!




10/9/2012   Going Beyond Parallel Play   42
So Go Beyond Parallel Play!


                                                       • Keep the donor front
                                                         and center!

                                                       • Consolidate what donor
                                                         information you can,
                                                         band aid what you can’t

                                                       • Think outside the
                                                         technology box

    • Develop a strategy that works for your organization

    • Once you have that strategy, don’t wait for the perfect system – get started!




10/9/2012   Going Beyond Parallel Play   43
#BBCON TWEET YOUR TRACK:
                          #bbinteractive  #bbcultural
                          #bbk12          #bbanalytics
                          #bbfundraising  #bbcrm
                          #bbfinancial    #bbprodev
                          #bblearnlab




10/9/2012   Going Beyond Parallel Play   44

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Going Beyond Parallel Play - How to Take Integrated Programs to the Next Level

  • 1. Going Beyond Parallel Play How to take Integrated Programs to the Next Level 10/9/2012 Going Beyond Parallel Play 1
  • 2. TODAY’S AGENDA • Introductions • What’s the big deal about integrated programs anyway? What’s wrong with parallel play? • Case Study – Children’s Hospital Trust • Lightening Round – 8 More Ideas to Get Beyond Parallel Play • Q & A and Sharing from Participants 10/9/2012 Going Beyond Parallel Play 2
  • 3. INTRODUCTIONS • Nicole Palovich Director, Development Marketing Communications Children’s Hospital Trust • Christopher Maddocks Director, Information Management and Technology Children’s Hospital Trust • Dolores McDonagh Principle Consultant Charity Dynamics 10/9/2012 Going Beyond Parallel Play 3
  • 4. SO WHAT’S WRONG WITH PARALLEL PLAY? Absolutely nothing… If you’re two years old. 10/9/2012 Going Beyond Parallel Play 4
  • 5. AND WHAT DO WE MEAN BY ‘INTEGRATED PROGRAMS’ ANYWAY? 10/9/2012 Going Beyond Parallel Play 5
  • 6. “Integration means communicating a consistent identity from message to message, and medium to medium, and (more importantly) delivering consistently on that identity. It requires not only the identification of a powerful, unifying strategy and compelling voice for your brand, but the discipline to roll it into every aspect of your organization—from advertising to sales, customer service to customer relationship management programs (and beyond). It’s not for the faint of heart.” Steve McKee author “When Growth Stalls: How It Happens, Why You’re Stuck and What to Do About It.” 10/9/2012 Going Beyond Parallel Play 6
  • 7. But in the end, it’s not really about you. It’s all about ME! 10/9/2012 Going Beyond Parallel Play 7
  • 8. Major TV/Radio Gifts Print Social Email Customer Advocacy Service Website Mobile Phone Events Mail Web Ads 10/9/2012 Going Beyond Parallel Play 8
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  • 14. CHILDREN’S HOSPITAL TRUST CASE STUDY IN GOING BEYOND PARALLEL PLAY 10/9/2012 Going Beyond Parallel Play 14
  • 15. : CHILDREN’S HOSPITAL TRUST 10/9/2012 Going Beyond Parallel Play 15
  • 16. Tales from the Trust • A little on the history of our development office • Web team 10/9/2012 Going Beyond Parallel Play 16
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  • 18. Turnover presents opportunity… to pause. 10/9/2012 Going Beyond Parallel Play 18
  • 19. Right people/right tools/right work? 10/9/2012 Going Beyond Parallel Play 19
  • 20. We were ready to cross to the other side: inclusive culture + multi-channel communications 10/9/2012 Going Beyond Parallel Play 20
  • 21. The sprint began… 10/9/2012 Going Beyond Parallel Play 21
  • 22. Partnering with Charity Dynamics… • Assessment in September 2011 of digital staffing and all initiatives • Would shape staffing decisions and guide year-end plans • Recommendations: - Strategic planning - Increase engagement activity - End of year solicitations - more frequent, more folks, more integrated - Prioritize digital opportunities with maximum return - Develop more stewardship opportunities - Assign marketing / technology resources to optimizing those “best” tools 10/9/2012 Going Beyond Parallel Play 22
  • 23. Integration Requires Planning Direct Mail Website Update Email Social Media 10/9/2012 Going Beyond Parallel Play 23
  • 24. Campaign Outcomes Online giving increased 26% from 2010 to 2011 through improved revenue capture of previous donors. 2010 2011 10/9/2012 Going Beyond Parallel Play 24
  • 25. Multi-channel campaign, multi-channel outcomes Social media 0% Google cpc 8% Other Internet CHB/Feature Give Now Button 24% 12% 3% Email 12% Lightbox 41% 10/9/2012 Going Beyond Parallel Play 25
  • 26. Drill-down: The email campaign 5 - Last-Chance Appeal 3 - Tribute Appeal 1 - Story-Based 2 - Story-Based 4 - End-of-Year Appeal 10/9/2012 Going Beyond Parallel Play 26
  • 27. Email results Dollars raised through Year End email campaign increased 92% and number of donors increased 200% in large part due to expanding universe beyond direct mail donors to include: • Major Gift donors and prospects • Community Event Participants and Donors • Marathon runners • eNewsletter Subscribers Including these populations resulted in a 3X increase in list size. 10/9/2012 Going Beyond Parallel Play 27
  • 28. Testing lessons from direct mail • Extra 232 words expanded ability to “tell the whole story” including personal details about Keegan • Mentioning Doctor’s role in body of copy kept “donate button” in closer proximity to photo • Good use of white space kept readers’ eyes moving through longer copy. 10/9/2012 Going Beyond Parallel Play 28
  • 29. Testing lessons from direct mail Longer Copy Metric Performance Click Through Rate +20% Gifts +75% Dollars +125% Avg. Gift +28 Conversion Rate +54% Opt-out Rate -8.3% 10/9/2012 Going Beyond Parallel Play 29
  • 30. New for 2011 Coordinated message in all hospital efforts •More prominent marketing on the Trust’s and Main Hospital Page •Coordinated Facebook messaging •Paid search advertising •CarePages – (not everything was a success, but lessons learned help CHT focus on where to place limited resources in the future.) 10/9/2012 Going Beyond Parallel Play 30
  • 31. New for 2011 – Targeted messaging for new email audiences •Continued specific messaging to donors and non donors •Specific messaging to “Miracles for Miles” Boston Marathon participants to help them leverage year end-timing for their own fundraising. 10/9/2012 Going Beyond Parallel Play 31
  • 32. Giving Form Customization • Continued messaging from email (header, images, vanity URL) • Default amounts dynamic per donor segment ($50 versus $500) • Embedded analytics and eCommerce tags to monitor results 10/9/2012 Going Beyond Parallel Play 32
  • 33. Analytics Informing Communication • Through integration with Google Analytics, the Trust was able to leverage the eCommerce API and campaign tagging. • Impact is seeing what appeals donors are responding to, how much they are giving, what areas they are supporting and how channels align 10/9/2012 Going Beyond Parallel Play 33
  • 34. Round 1: Mobile empowers Couch Potatoes 10/9/2012 Going Beyond Parallel Play 34
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  • 36. Round 2: Online Voting + ‘Absentee Ballots’ 10/9/2012 Going Beyond Parallel Play 36
  • 37. Round 3: Don’t Silo Your Advocates 10/9/2012 Going Beyond Parallel Play 37
  • 38. Round 4: Apps Prove that you’ve “walked the walk.” 10/9/2012 Going Beyond Parallel Play 38
  • 39. Round 5: Shared Story Campaigns Add Value for Corporate and Community Partners 10/9/2012 Going Beyond Parallel Play 39
  • 40. Round 6: Shared Story Campaigns Add Value for Corporate and Community Partners 10/9/2012 Going Beyond Parallel Play 40
  • 41. Round 7: Multi-Channel your Thanks! 10/9/2012 Going Beyond Parallel Play 41
  • 42. Round 8: Good Things Happen When You Take a Major Gift Officer to Lunch! 10/9/2012 Going Beyond Parallel Play 42
  • 43. So Go Beyond Parallel Play! • Keep the donor front and center! • Consolidate what donor information you can, band aid what you can’t • Think outside the technology box • Develop a strategy that works for your organization • Once you have that strategy, don’t wait for the perfect system – get started! 10/9/2012 Going Beyond Parallel Play 43
  • 44. #BBCON TWEET YOUR TRACK: #bbinteractive #bbcultural #bbk12 #bbanalytics #bbfundraising #bbcrm #bbfinancial #bbprodev #bblearnlab 10/9/2012 Going Beyond Parallel Play 44