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Reading Health System: Branding &
Marketing Case Study
Agenda
            Backdrop

            Assignment

             Situation


             Approach


             Analysis


         Recommendations


          Implementation
Backdrop
Belief


BRAND ENERGY
 •     Advances customers by creating new value…
       exciting, delighting, empowering, fulfilling
 •     Playing more meaningful role in their lives
 •     Beyond marketing to entire organization




                                                                                                           CUSTOMER ENERGY
                                                                                                           •     Advanced via brand delivery beyond
                                                                                                                 competitors
                                                                                                           •     Continue to grow through brand as platform
                                                                                                           •     Carrying brand forward and taking business to
                                                                                                                 next level


Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Branding


           Business strategy of differentiating organizations,
        products and services to maximize their value and potential


       by managing the tangibles and intangibles that surround
                   all aspects of these offerings

             successfully achieved when championed by the CEO,
             embraced by leadership and lived by every stakeholder!




Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
financialExpected Return




                   Optimize Marketing Resources                                                              Build Service Volumes
                   Future Cash Flows                                                                         Donor Attraction/Contribution
                   Bond Rating                                                                               Capital Fundraising
    relationship




                   Recruitment & Retention                                                                   Build Customer Loyalty
                   Coherent Brand Management                                                                 Attract Partners
                   Pride & Confidence In Future                                                              Create Strategic Leverage

                                            internal                                                                   external

Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Assignment
Future
                                                                                                                      Desired
                                                                                                                       Reading
                                                                                                                      Identity &
                                                                                                                       Market
                                                                                                                       Position


                                                                                         Strategy
          Brand Equity




                                                                                         Positioning
                                                                                         Expression
                                                                                          Alignment
                                                                                       Management
                                                                                  External Marketing

                                  Current
                                 Reading
        Today                 Market Position
                                 & Image



                                  Today                                                                                7-10 Years
                                                                                      Vision & Goals
Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Objectives

   Realize organization’s mission

   Align with strategic plan direction and industry

   Build on heritage and goodwill

   Power of 7,700 colleagues!
Situation
Health                                                          Organizational
                                                      Reform                                                          Transparency
                                                                                        Competing
                                                                                          Health
                                                                                         Systems




                                                                                    Reading
           Empowered                                                               Hospital &                                          Bottom-Up
            Patients                                                              Medical Center                                       Healthcare




                                                                                      Competition
                                                                                      With Medical
                                                                                          Staff
                                    Connecting vs.                                                                        New Retail
                                     Campaigning                                                                         Competitors
Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Implications
“Competitive Challenge” Only One Piece Of Puzzle
      critical, but only one component



Control What We Can
      can’t control outside
      can (based on SLRP) build strategic, operational, clinical, physician
       and marketing alignment that delivers meaningful, differentiating,
       sustainable customer experience and value back to organization



Actions Beyond Words
      beyond promoting Reading brand to delivering it
      contingent upon brilliant execution
Approach
Discovery
                                        Category, Competition/Role Models, Communities/Patients, Business & Brand
                                                                                                                                         1

             Strategy
                                                                                                                              2
             Platform, Positioning, Brand Architecture, Naming/Nomenclature, Messaging



 Expression
                                                                                                                      3
 Core/Extended Identity Design System, Communications, Experiences                                                            Primary & Secondary
                                                                                                                                  Service Area
                                                                                                                              Communities, Patients
   Activation                                                                                                                      Physicians
                                                                                                                      4
   Internal/External Planning, Education/Training/Tools, External Launch



        Management
        Actionable: Internal & External, Image & Impact, Qualitative & Quantitative
                                                                                                                          5

Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Analysis
Analysis
   Competitor/Outside Category Role Model Reviews

   Internal System-Wide “Insighting” Surveys

   External Communities Quantitative Survey

   Organization/Key Service Line SWOT’s

   Brand Audit
        Identity, Design, Communications
        Process, Performance, Unity
Recommendations
Energizers
                                       (aspirations)



                                     Advantages
                                     (wants)



                                     Antes
                                     (essentials)


Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Brand Energy Ladder

              Essence of Reading Health System’s specialness and distinctiveness – its rallying cry, so
  TAGLINE     to speak.


              How Reading Health System can single-mindedly stand apart from competition in the
POSITIONING   minds of its communities and patients; guiding planning, marketing and communications.


              Set of human characteristics that underlie Reading Health System’s voice and guide all
PERSONALITY   forms of expression.


              What the Reading Health System brand (functionally) does for people and the (emotional)
 PROMISES     feelings they should get from it. The basis for brand positioning.


              Shared principles and beliefs that guide internal activities, how people will work together
  VALUES      and choose among competing priorities.


              Starting point to create emotional connection inside and outside, through a story that is
   STORY      genuine, distinctive, simple and repeatable.



                                                                                                            19
Organization Name: Reading Health System
(from Reading Hospital)
   Breadth and depth beyond hospital.

   Leads with Reading equity.

   Health (vs. health care/”sick care”) reflects strategic, and industry,
    direction.

   System suggests breadth, affiliation, linking of sites (for patient
    advantage) across continuum.

   Accommodates all facilities, service lines, and future initiatives.
Branding System: Goals
Clarity     • Reduce complexity and confusion
            • Help patients navigate and choose


Synergy     • Brands work together to reinforce brand and business
              strategy (e.g. breadth and depth)


Leverage    • Promote cost-efficient branding practices
            • Exploit brands to enter new geography, introduce new
              services, attract and acquire new partners, etc.


Financial   • Contribute to achieving greatest return on brand
              investment


                                                                     21
Branding System: Recommendation




• Signals breadth and depth as endorses with new organization name

• Simplifies patient selection by leading with facility

• Generates brand-building and marketing efficiencies

• Creates desired “system” associations (mitigates relationship
  confusion)
Corporate/Master Brand                     Reading Health System

Major Gateways/                            Reading Health Medical Center, Reading Health Rehabilitation
Reading Health System                      Hospital, Reading Health Physician Partners

Satellite Locations/                       Reading Health Medical Services at Wyomissing, Spring Ridge,
Reading Health System                      Muhlenberg, Northern Berks

Centers/                                   Beginnings Maternity Center, McGlinn Family Cancer Center,
Reading Health Medical Center              Marlin Miller Jr. Heart Center, Stroke Center

Medical Specialties/                       Orthopedics, Women’s Health, Emergency Department, Pediatrics
RHMC or RHS

Medical Sub-Specialties or Programs/       Joint Care, Maternal-Fetal Medicine, Radiation Oncology,
Medical Specialty                          Behavioral Health

Non-Medical Sub-Specialties or             Child Development Center, Academic Affairs, Library Services
Programs/Reading Health System

Diversified Businesses & Partner Brands/   Reading-Berks Physical Therapy, Horizon Healthcare Services,
Reading Health System                      StChris Care


                                                                                                          23
Tower Logo
Recommend refining to better project who you are, where you’re going.



   Internal qualitative discussions, little attachment to current

   External quantitative, connotes trust and longevity

   Mistake to disregard this equity

   Simplify, update, project




                                                                     24
                                                             24
Tagline
   Essence of organization

        Succinct

        Genuine

        Aspirational

        Story

        Nuanced

        Visionary
Advancing Health. Transforming Lives.


  A Passion For Better Medicine               Because you deserve healthcare this good.



                                           Professional and caring personnel.
       Good People. Great Medicine


                                                  The promise of medicine

Creating the future of medicine.
                                   The caring face of healthcare in your community.


                                                                                      27
Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Ultimately…

                                                                                                                                                                Communications
                                                                                                                                                                Advertising
                                                                                                                                                                Direct
                                                                                                                                                                Promotion
                                                                                                                                   Design
                                                                                                                                                                Packaging
                                                                                                                                   Print
                                                                                                                                                                Brochures
                                                                                                                                   Presentations
                                                                                                                                                                Website
                                                                                            Identity                               Interactive
                                                                                                                                                                Online
                                                                                            Logos                                  Signage
                                                                                                                                                                Content
                                                                                            Colors                                 Environment
                                                                                                                                                                Social Media
                                          Brand Book




                                                                               Brand Book
                                                                                            Typestyles                             Vehicles




                                                                                                                      Brand Book




                                                                                                                                                   Brand Book
                                                       Strategies                                                                                               Video
                                        Brand Book




            BRAND                                      Relationships                        Imagery
         PLATFORM:                                     Naming                               Formats
                                                       Messaging                            Sound
                                                                                                                                                                Actions
                                                                                                                                                                Culture
                                                                                                                                                                Relationships
                                                                                                                                                                Events
                                                                                                                                                                Transactions




Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.



                                                                                                                                                                                 29
Implementation
Phases


         HEAR IT                                                          LEARN IT                                     LIVE IT

           Generate excitement and                                          Educate, inspire and mobilize:             Sustain brand momentum and
           anticipation for upcoming                                                                                   on-brand execution:
           brand launch:                                                    Senior leaders energizing
                                                                            all colleagues around a shared             Ongoing education, recognition
                                                                            future picture of success                  and reward programs
           Senior leader briefings to prepare
           for effectively championing vision
                                                                            Educate all colleagues about how           Tools for frontline colleagues that
           for the future and key strategies
                                                                            new brand direction directly               build on the more consultative
                                                                            relates to, and impacts, their             approach to serving communities
           Planning workshops with                                          jobs                                       and patients
           cross-functional team leaders
           to convey, and discuss impact                                    Present broad plan for supporting          Establish quarterly two-way
           of, the brand platform                                           and achieving master brand plan            process to check progress,
                                                                                                                       communicate successes, solve
           Identify and co-op select key                                    Enable colleagues with the tools           problems and sustain enthusiasm
           influencers via one-on-ones                                      to together embody the new
                                                                            brand                                      Identify and develop new tools
                                                                                                                       as required




       Pre-launch                                                       Launch                                        Post-Launch

Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Creative Brief
     Objectives
      Awareness, perception
     Audiences
      Internal and external (Berks and surrounding communities, M/W 25-65;
      community, business, political leaders; prospective employees/affiliates)

     Platform (beyond campaign)
      Committed to ensuring communities thrive now and into the future –
      by empowering them to live their healthiest lives.

     Reason To Believe
      Strong, progressive, multi-faceted health system. From “sick” care to
      “health” care.

     Tone of Voice
      Progressive, Sophisticated, Genuine, Passionate, Approachable

     Measuring Success
     Internal engagement and alignment, awareness and reputation, greater
     understanding/delineation of organization, increased calls/volume
Canvas
                                                                                    Internal Launch

                                                 Advertising                                                            Digital
                                             (TV, Print, Outdoor)


                          Sponsorships                                                                                              PR
                                                                                 Advancing Health.
                                                                                 Transforming Lives.
                                  Social                                                                                           Mobile


                                                        Cause                                                         Experience

                                                                                        Post-Launch
                                                                                        Momentum


Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
Exemplary Creative
Trajectory branding and marketing agency: healthcare rebranding & marketing case study
Trajectory branding and marketing agency: healthcare rebranding & marketing case study

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Trajectory branding and marketing agency: healthcare rebranding & marketing case study

  • 1. Reading Health System: Branding & Marketing Case Study
  • 2. Agenda Backdrop Assignment Situation Approach Analysis Recommendations Implementation
  • 4. Belief BRAND ENERGY • Advances customers by creating new value… exciting, delighting, empowering, fulfilling • Playing more meaningful role in their lives • Beyond marketing to entire organization CUSTOMER ENERGY • Advanced via brand delivery beyond competitors • Continue to grow through brand as platform • Carrying brand forward and taking business to next level Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 5. Branding Business strategy of differentiating organizations, products and services to maximize their value and potential by managing the tangibles and intangibles that surround all aspects of these offerings successfully achieved when championed by the CEO, embraced by leadership and lived by every stakeholder! Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 6. financialExpected Return Optimize Marketing Resources Build Service Volumes Future Cash Flows Donor Attraction/Contribution Bond Rating Capital Fundraising relationship Recruitment & Retention Build Customer Loyalty Coherent Brand Management Attract Partners Pride & Confidence In Future Create Strategic Leverage internal external Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 8. Future Desired Reading Identity & Market Position Strategy Brand Equity Positioning Expression Alignment Management External Marketing Current Reading Today Market Position & Image Today 7-10 Years Vision & Goals Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 9. Objectives  Realize organization’s mission  Align with strategic plan direction and industry  Build on heritage and goodwill  Power of 7,700 colleagues!
  • 11. Health Organizational Reform Transparency Competing Health Systems Reading Empowered Hospital & Bottom-Up Patients Medical Center Healthcare Competition With Medical Staff Connecting vs. New Retail Campaigning Competitors Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 12. Implications “Competitive Challenge” Only One Piece Of Puzzle  critical, but only one component Control What We Can  can’t control outside  can (based on SLRP) build strategic, operational, clinical, physician and marketing alignment that delivers meaningful, differentiating, sustainable customer experience and value back to organization Actions Beyond Words  beyond promoting Reading brand to delivering it  contingent upon brilliant execution
  • 14. Discovery Category, Competition/Role Models, Communities/Patients, Business & Brand 1 Strategy 2 Platform, Positioning, Brand Architecture, Naming/Nomenclature, Messaging Expression 3 Core/Extended Identity Design System, Communications, Experiences Primary & Secondary Service Area Communities, Patients Activation Physicians 4 Internal/External Planning, Education/Training/Tools, External Launch Management Actionable: Internal & External, Image & Impact, Qualitative & Quantitative 5 Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 16. Analysis  Competitor/Outside Category Role Model Reviews  Internal System-Wide “Insighting” Surveys  External Communities Quantitative Survey  Organization/Key Service Line SWOT’s  Brand Audit  Identity, Design, Communications  Process, Performance, Unity
  • 18. Energizers (aspirations) Advantages (wants) Antes (essentials) Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 19. Brand Energy Ladder Essence of Reading Health System’s specialness and distinctiveness – its rallying cry, so TAGLINE to speak. How Reading Health System can single-mindedly stand apart from competition in the POSITIONING minds of its communities and patients; guiding planning, marketing and communications. Set of human characteristics that underlie Reading Health System’s voice and guide all PERSONALITY forms of expression. What the Reading Health System brand (functionally) does for people and the (emotional) PROMISES feelings they should get from it. The basis for brand positioning. Shared principles and beliefs that guide internal activities, how people will work together VALUES and choose among competing priorities. Starting point to create emotional connection inside and outside, through a story that is STORY genuine, distinctive, simple and repeatable. 19
  • 20. Organization Name: Reading Health System (from Reading Hospital)  Breadth and depth beyond hospital.  Leads with Reading equity.  Health (vs. health care/”sick care”) reflects strategic, and industry, direction.  System suggests breadth, affiliation, linking of sites (for patient advantage) across continuum.  Accommodates all facilities, service lines, and future initiatives.
  • 21. Branding System: Goals Clarity • Reduce complexity and confusion • Help patients navigate and choose Synergy • Brands work together to reinforce brand and business strategy (e.g. breadth and depth) Leverage • Promote cost-efficient branding practices • Exploit brands to enter new geography, introduce new services, attract and acquire new partners, etc. Financial • Contribute to achieving greatest return on brand investment 21
  • 22. Branding System: Recommendation • Signals breadth and depth as endorses with new organization name • Simplifies patient selection by leading with facility • Generates brand-building and marketing efficiencies • Creates desired “system” associations (mitigates relationship confusion)
  • 23. Corporate/Master Brand Reading Health System Major Gateways/ Reading Health Medical Center, Reading Health Rehabilitation Reading Health System Hospital, Reading Health Physician Partners Satellite Locations/ Reading Health Medical Services at Wyomissing, Spring Ridge, Reading Health System Muhlenberg, Northern Berks Centers/ Beginnings Maternity Center, McGlinn Family Cancer Center, Reading Health Medical Center Marlin Miller Jr. Heart Center, Stroke Center Medical Specialties/ Orthopedics, Women’s Health, Emergency Department, Pediatrics RHMC or RHS Medical Sub-Specialties or Programs/ Joint Care, Maternal-Fetal Medicine, Radiation Oncology, Medical Specialty Behavioral Health Non-Medical Sub-Specialties or Child Development Center, Academic Affairs, Library Services Programs/Reading Health System Diversified Businesses & Partner Brands/ Reading-Berks Physical Therapy, Horizon Healthcare Services, Reading Health System StChris Care 23
  • 24. Tower Logo Recommend refining to better project who you are, where you’re going.  Internal qualitative discussions, little attachment to current  External quantitative, connotes trust and longevity  Mistake to disregard this equity  Simplify, update, project 24 24
  • 25.
  • 26. Tagline  Essence of organization  Succinct  Genuine  Aspirational  Story  Nuanced  Visionary
  • 27. Advancing Health. Transforming Lives. A Passion For Better Medicine Because you deserve healthcare this good. Professional and caring personnel. Good People. Great Medicine The promise of medicine Creating the future of medicine. The caring face of healthcare in your community. 27
  • 28. Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 29. Ultimately… Communications Advertising Direct Promotion Design Packaging Print Brochures Presentations Website Identity Interactive Online Logos Signage Content Colors Environment Social Media Brand Book Brand Book Typestyles Vehicles Brand Book Brand Book Strategies Video Brand Book BRAND Relationships Imagery PLATFORM: Naming Formats Messaging Sound Actions Culture Relationships Events Transactions Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory. 29
  • 31. Phases HEAR IT LEARN IT LIVE IT Generate excitement and Educate, inspire and mobilize: Sustain brand momentum and anticipation for upcoming on-brand execution: brand launch: Senior leaders energizing all colleagues around a shared Ongoing education, recognition future picture of success and reward programs Senior leader briefings to prepare for effectively championing vision Educate all colleagues about how Tools for frontline colleagues that for the future and key strategies new brand direction directly build on the more consultative relates to, and impacts, their approach to serving communities Planning workshops with jobs and patients cross-functional team leaders to convey, and discuss impact Present broad plan for supporting Establish quarterly two-way of, the brand platform and achieving master brand plan process to check progress, communicate successes, solve Identify and co-op select key Enable colleagues with the tools problems and sustain enthusiasm influencers via one-on-ones to together embody the new brand Identify and develop new tools as required Pre-launch Launch Post-Launch Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36. Creative Brief Objectives Awareness, perception Audiences Internal and external (Berks and surrounding communities, M/W 25-65; community, business, political leaders; prospective employees/affiliates) Platform (beyond campaign) Committed to ensuring communities thrive now and into the future – by empowering them to live their healthiest lives. Reason To Believe Strong, progressive, multi-faceted health system. From “sick” care to “health” care. Tone of Voice Progressive, Sophisticated, Genuine, Passionate, Approachable Measuring Success Internal engagement and alignment, awareness and reputation, greater understanding/delineation of organization, increased calls/volume
  • 37. Canvas Internal Launch Advertising Digital (TV, Print, Outdoor) Sponsorships PR Advancing Health. Transforming Lives. Social Mobile Cause Experience Post-Launch Momentum Copyright ©, 2012 Trajectory LLC. Can not be reproduced or otherwise used without written permission of Trajectory.

Notes de l'éditeur

  1. …to what your communities/patientswantto hear and achieve. Helping them do what they can’t on their own or what others can’t provide. Ultimately, re-ignitingboth customer and the organization. From building awareness and trust, to relevance and preference, to affinity and loyalty. Ultimately, new marketing energy should equal new customer energy.
  2. Build on each, work together. PR off