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The Internship Program – Case Study
OUR TEAM




       • Emily Boylan
       • Meredith Horrigan
       • Kayleigh Joyce
       • Mandy McCollum
INTEGRATED MARKETING PLANNING PROCESS
SITUATION STATEMENT




The Council of Smaller Enterprises (COSE) is ingrained in the
minds of Cleveland’s business community as a conduit to health
insurance savings. Unfortunately there are problems with this.

First, the level of health insurance savings COSE member’s
experience have declined significantly.

Second, health insurance reform is causing concern for
potentially drastic changes in how COSE is utilized. By
2014, small business will no longer be required to provide health
insurance to it’s employees.

Therefore, COSE must attract new audiences through offering
new programs and opportunities that benefit a broader target
audience.
OUR CONSUMER




CONSUMER

•   Primary Audience:
      • Undergraduate and Graduate Students; 18-30
•   Secondary Audience:
      • College Professors

RESEARCH

•   Primary Research:
      • Survey
          • 25 College Students/graduates
          • 10 College professors
      • Focus Groups
          • 5-8 students in 2 separate groups
          • One-on-one interviews with 4 professors
• Secondary Research:
    • Forrester
Persona Andrew
Persona Brian
Climate



UNEMPLOYMENT RATES

•    Decrease in Ohio unemployment went from 9.0% to 7.7% in
     2012
•    Creation of more jobs could mean fewer people are starting
     small businesses.

CORPORATE TAX REFORM

•    Proposed elimination of corporate tax loopholes to cut tax rate
     from 35% to 28% could raise tax rates for small business
     owners.
•    This elimination of loopholes puts COSE in a good position to
     be a small business advocate.
Climate




HEALTH CARE REFORM

•    Small enterprises of 50 or less will not be required to provide
     employees with insurance.
•    COSE can serve as a thought leader in this time of uncertainty.
•    Small enterprises can receive a tax credit for providing
     insurance for its employees.
•    COSE can use health care reform to attract potential
     customers.
•    Many in large organizations without insurance may leave to
     start their own business.
•    COSE can help to cover missing positions, such as human
     resources.
Competition




      DIRECT COMPETITION

      •   Employee Resource Council (ERC)
      •   Cleveland Chamber of Commerce
      •   National Federation of Independent
          Business(NFIB)
      •   SCORE (Small Business Counseling)
      •   US Small Business Administration
      •   NYS Small Business Development Center

      INDIRECT COMPETITION

      •   American Express Open
      •   Dell-Americas Favorite Small Business
      •   The Kauffman Foundation
Top Competitor



ERC (Employee Resource Council)

•   Insight: ERC Health claims to be Ohio’s leading organization dedicated to
    HR, workplace programs and practices, training, health insurance and
    consulting.

•   Audience: Small business owners

•   Ecosystem: Website, Call Center
Case Studies: Concierge



Apple Genius Bar

•   Insight: One-on-one technical support for Apple products
    from specially trained “Geniuses” with the ability to schedule
    an appointment online or in person.

•   Audience: Apple product owners

•   Ecosystem: Apple Store app, website and in-store
Case Studies: Concierge



Lexus Link®

•   Insight: Lexus Link®, which is much like OnStar®, is a
    feature that can put a driver in contact with an advisor who
    can provide you with safety, security and convenience
    services.

•   Audience: Wealthy, middle-aged consumers

•   Ecosystem: Website
Case Studies: Membership


AARP

•   Insight: AARP is a membership organization leading
    positive social change and delivering value to people age 50
    and over through information, advocacy and service.

•   Audience: Men and women ages 50 and over

•   Ecosystem: Website, Facebook, Twitter, YouTube
Case Studies: Membership


Costco

•     Insight: Costco is a membership warehouse club, that
      offers convenience of specialty departments and exclusive
      Costco services. Costco offers three types of membership
      based on the shoppers needs.

•     Audience: Personal use shoppers, business owners and
      managers, and frequent and wealthy shoppers

•     Ecosystem: Website, In-store, Facebook, Mobile Apps
Case Studies: Rewards



Starbucks

•   Insight: A coffee shop that offers a rewards card. Every
    time you purchase a coffee you gain a star. As you earn
    stars you gain levels and better rewards.

•   Audience: middle to upper class men and women

•   Ecosystem: Website, In store, Facebook, Twitter, Google+
    Mobile Apps
OUR TARGETED SCHOOLS



                                                                                          Entrepreneurship
       University/College          Student Population         Institution type                                         Entrepreneurship Center                         Minor/Major
                                                                                        Education Consortium
                                                                                                                                                                 Minor in Interdisciplinary
      Ohio State University             64,435                 4-year Public                                       The Center for Entrepreneurship
                                                                                                                                                                    Entrepreneurship
                                                                                                                Fitzgerald Institute for Entrepreneurial
       University of Akron              24,119                 4-year Public                    EEC                                                              Entrepreneurship Minor
                                                                                                                                 Studies

  Cuyahoga Community College            23,234                 2-year Public
                                                                                                                                                             Certificate-Virtual office Assistant
                                                                                                               Center for Technological Entrepreneurship
       University of Toledo             23,000                 4-year Public                                     and innovation/ Center for Family and            Entrepreneurship Major
                                                                                                                         Privately Held Business
                                                                                                               Center for Entrepreneurship and Business
      Kent State University             22,924                 4-year Public                    EEC
                                                                                                                               Innovation                  Major and Minor in Entrepreneurship


     Wright State University            18,304                 4-year Public                    EEC
                                                                                                                                                           Certificate Program in Innovation and
                                                                                                                                                           Entrepreneurship in High technology
  Youngstown State University             15                   4-year Public                                     SIFE/ The Monus Entrepreneur Center          Certificate in Entrepreneurship

    Cleveland State University          15,139                 4-year Public                    EEC

        Miami University                14,936                 4-year Public                                       The institute for Entrepreneurship            Entrepreneurship Minor

 Bowling Green State University         13,354                 4-year Public                                                                                     Entrepreneurship Minor

                                                                                                               Great Lakes Innovation and Development
Loraine County Community College        11,124                 2-year Public
                                                                                                                      Enterprise: Innovation Fund

 Case Western Reserve University         9,814                 4-year Public                    EEC                                                              Entrepreneurship Minor

  Lakeland Community College             9,017                 2-year Public                                           Entrepreneurship Center

                                                                                                                                                            Business Management/International
   Ashland Community College             6,490          4-year Private not-for-profit           EEC
                                                                                                                                                           Business/Entrepreneurship Major and
                                                                                                                                                                          Minor
    Baldwin-Wallace College              4,374          4-year Private not-for-profit           EEC                                                               Entrepreneurship Major
Positioning Statement




COSE needs to encourage undergraduate and graduate
students between the ages of 18-30 to join their tier
program as a means to reach their entrepreneurial
aspirations. The College Student Tier Program is a
learning tool that provides knowledge expansion,
advocacy and connection building.

.
GOAL




If COSE wants to attract membership and foster creativity
among undergraduate and graduate college students then
COSE must show undergraduate and graduate students
that COSE will lead them to success and self-expression
through:

•   A new college student tiered membership program.
•   A new rewards and incentives program.
•   A new student contest.
•   COSE integration in the classroom.
OBJECTIVES




BUSINESS

•   Increase undergraduate and graduate student membership.
•   Increase enrollment in programs and services of new members.
•   Establish a clear value/benefit proposition for undergraduate and
    graduate students with the college student tiered membership program.
•   Establish a clear understanding of programs and incentives.
•   Attract new membership among undergrad and graduate students.
OBJECTIVES




RELATIONSHIPS

•   Retain undergraduate and graduate membership, so that they.
    eventually upgrade to the small business package.
•   Train employees to be valuable COSE advocates, in and out of the
    college classroom.
•   Increase membership among undergraduate and graduate students.
OBJECTIVES




MARKETING COMMUNICATIONS

•   Increase awareness of all the programs and services that COSE offers
    college level members.
•   Build value in membership to undergrad and graduate students.
•   Position COSE as the learning tool of undergraduate and graduate
    students.
STRATEGY No. 1




IF COSE wants to motivate undergraduate and graduate
    students to sign-up for COSE and foster a community…..

THEN COSE should create a platform through the creation of
  a mobile (smartphone and tablet) application where
  likeminded entrepreneurial students can interact, share
  stories, experiences, networking events and view
  testimonials from other students.
STRATEGY No. 2




IF COSE wants to motivate undergraduate and graduate
    students to sign-up for COSE, based on the success
    stories of other college student COSE members…..

THEN COSE should use college student video and print
  testimonials to tie together COSE membership and
  entrepreneurial success; through sharing their stories.
STRATEGY No. 3




 IF COSE wants to obtain undergraduate and graduate student
     membership…

 THEN COSE should create a COSE college student tiered
   membership program based on the needs of college
   students.
•   Company Start-Up        •   Advocacy Committee     •   COSE Bonus Card
    Checklist               •   Public Policy Agenda   •   Campus Bookstore
•   Small Business Shadow   •   Grassroots                 Discount
    Days                        eNewsletter            •   COSE iPad Rental
•   Tutorials & Workshops   •   COSE Day at Capital
•   Online Marketing        •   Learn how COSE will
•   Social Media                represent you
•   24/7 COSE Knowledge
    Center
•   Download COSE App
•   Networking Events       •   How to: Generate Business    •   COSE Bonus Card
•   Small Business Mentor   •   Membership Directory         •   Campus Bookstore
    Program                 •   COSE Advertising &               Discount
•   Peer to Peer Advocacy       Sponsorships                 •   COSE iPad Rental
    Groups                  •   Leads Group                  •   Office Max Discounts
•   Arts Network            •   Local Business Recognition
•   Home Business Network       Awards
•   NEOSA Technology
    Network
•   Membership Directory
•   How to: Manage        •   How to: Manage Expenses   •   COSE Bonus Card
    Employees             •   Budget & Payroll          •   Campus Bookstore
•   Human Resources       •   Learn Legal Standards         Discount
•   Employee Benefits &   •   Renting Office Space      •   COSE iPad Rental
    Insurance Options                                   •   Office Max Discounts
•   Handling Employee                                   •   Discounts on
    Benefits                                                Concerts, Trips and
                                                            Different Leisure
                                                            Activities
STRATEGY No. 4




 IF COSE wants to increase undergraduate and graduate
     membership and offer incentives to standout from
     competition…

 THEN COSE should create an incentives and rewards
   program that includes a COSE bonus card that offers
   discounts on merchandise of interest to college students,
   and incentives that offer discounts on trips and gift cards
   and other products.
STRATEGY No. 5




 IF COSE wants to engage and create awareness through
     competition among undergraduate and graduate
     students…

 THEN COSE should create a contest through the Kauffman
   Istart program where students can share their COSE
   success.
STRATEGY No. 6




IF COSE wants to integrate itself into the college classroom, show its
    importance and align itself with college professors to be
    recognized as a real world resource and expert…

THEN COSE should create a college partnership, create a classroom
  advocacy program, put COSE in the class, and create a COSE
  curriculum.

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Cose presentation deck 3

  • 1. The Internship Program – Case Study
  • 2. OUR TEAM • Emily Boylan • Meredith Horrigan • Kayleigh Joyce • Mandy McCollum
  • 4. SITUATION STATEMENT The Council of Smaller Enterprises (COSE) is ingrained in the minds of Cleveland’s business community as a conduit to health insurance savings. Unfortunately there are problems with this. First, the level of health insurance savings COSE member’s experience have declined significantly. Second, health insurance reform is causing concern for potentially drastic changes in how COSE is utilized. By 2014, small business will no longer be required to provide health insurance to it’s employees. Therefore, COSE must attract new audiences through offering new programs and opportunities that benefit a broader target audience.
  • 5. OUR CONSUMER CONSUMER • Primary Audience: • Undergraduate and Graduate Students; 18-30 • Secondary Audience: • College Professors RESEARCH • Primary Research: • Survey • 25 College Students/graduates • 10 College professors • Focus Groups • 5-8 students in 2 separate groups • One-on-one interviews with 4 professors • Secondary Research: • Forrester
  • 8. Climate UNEMPLOYMENT RATES • Decrease in Ohio unemployment went from 9.0% to 7.7% in 2012 • Creation of more jobs could mean fewer people are starting small businesses. CORPORATE TAX REFORM • Proposed elimination of corporate tax loopholes to cut tax rate from 35% to 28% could raise tax rates for small business owners. • This elimination of loopholes puts COSE in a good position to be a small business advocate.
  • 9. Climate HEALTH CARE REFORM • Small enterprises of 50 or less will not be required to provide employees with insurance. • COSE can serve as a thought leader in this time of uncertainty. • Small enterprises can receive a tax credit for providing insurance for its employees. • COSE can use health care reform to attract potential customers. • Many in large organizations without insurance may leave to start their own business. • COSE can help to cover missing positions, such as human resources.
  • 10. Competition DIRECT COMPETITION • Employee Resource Council (ERC) • Cleveland Chamber of Commerce • National Federation of Independent Business(NFIB) • SCORE (Small Business Counseling) • US Small Business Administration • NYS Small Business Development Center INDIRECT COMPETITION • American Express Open • Dell-Americas Favorite Small Business • The Kauffman Foundation
  • 11. Top Competitor ERC (Employee Resource Council) • Insight: ERC Health claims to be Ohio’s leading organization dedicated to HR, workplace programs and practices, training, health insurance and consulting. • Audience: Small business owners • Ecosystem: Website, Call Center
  • 12. Case Studies: Concierge Apple Genius Bar • Insight: One-on-one technical support for Apple products from specially trained “Geniuses” with the ability to schedule an appointment online or in person. • Audience: Apple product owners • Ecosystem: Apple Store app, website and in-store
  • 13. Case Studies: Concierge Lexus Link® • Insight: Lexus Link®, which is much like OnStar®, is a feature that can put a driver in contact with an advisor who can provide you with safety, security and convenience services. • Audience: Wealthy, middle-aged consumers • Ecosystem: Website
  • 14. Case Studies: Membership AARP • Insight: AARP is a membership organization leading positive social change and delivering value to people age 50 and over through information, advocacy and service. • Audience: Men and women ages 50 and over • Ecosystem: Website, Facebook, Twitter, YouTube
  • 15. Case Studies: Membership Costco • Insight: Costco is a membership warehouse club, that offers convenience of specialty departments and exclusive Costco services. Costco offers three types of membership based on the shoppers needs. • Audience: Personal use shoppers, business owners and managers, and frequent and wealthy shoppers • Ecosystem: Website, In-store, Facebook, Mobile Apps
  • 16. Case Studies: Rewards Starbucks • Insight: A coffee shop that offers a rewards card. Every time you purchase a coffee you gain a star. As you earn stars you gain levels and better rewards. • Audience: middle to upper class men and women • Ecosystem: Website, In store, Facebook, Twitter, Google+ Mobile Apps
  • 17. OUR TARGETED SCHOOLS Entrepreneurship University/College Student Population Institution type Entrepreneurship Center Minor/Major Education Consortium Minor in Interdisciplinary Ohio State University 64,435 4-year Public The Center for Entrepreneurship Entrepreneurship Fitzgerald Institute for Entrepreneurial University of Akron 24,119 4-year Public EEC Entrepreneurship Minor Studies Cuyahoga Community College 23,234 2-year Public Certificate-Virtual office Assistant Center for Technological Entrepreneurship University of Toledo 23,000 4-year Public and innovation/ Center for Family and Entrepreneurship Major Privately Held Business Center for Entrepreneurship and Business Kent State University 22,924 4-year Public EEC Innovation Major and Minor in Entrepreneurship Wright State University 18,304 4-year Public EEC Certificate Program in Innovation and Entrepreneurship in High technology Youngstown State University 15 4-year Public SIFE/ The Monus Entrepreneur Center Certificate in Entrepreneurship Cleveland State University 15,139 4-year Public EEC Miami University 14,936 4-year Public The institute for Entrepreneurship Entrepreneurship Minor Bowling Green State University 13,354 4-year Public Entrepreneurship Minor Great Lakes Innovation and Development Loraine County Community College 11,124 2-year Public Enterprise: Innovation Fund Case Western Reserve University 9,814 4-year Public EEC Entrepreneurship Minor Lakeland Community College 9,017 2-year Public Entrepreneurship Center Business Management/International Ashland Community College 6,490 4-year Private not-for-profit EEC Business/Entrepreneurship Major and Minor Baldwin-Wallace College 4,374 4-year Private not-for-profit EEC Entrepreneurship Major
  • 18. Positioning Statement COSE needs to encourage undergraduate and graduate students between the ages of 18-30 to join their tier program as a means to reach their entrepreneurial aspirations. The College Student Tier Program is a learning tool that provides knowledge expansion, advocacy and connection building. .
  • 19. GOAL If COSE wants to attract membership and foster creativity among undergraduate and graduate college students then COSE must show undergraduate and graduate students that COSE will lead them to success and self-expression through: • A new college student tiered membership program. • A new rewards and incentives program. • A new student contest. • COSE integration in the classroom.
  • 20. OBJECTIVES BUSINESS • Increase undergraduate and graduate student membership. • Increase enrollment in programs and services of new members. • Establish a clear value/benefit proposition for undergraduate and graduate students with the college student tiered membership program. • Establish a clear understanding of programs and incentives. • Attract new membership among undergrad and graduate students.
  • 21. OBJECTIVES RELATIONSHIPS • Retain undergraduate and graduate membership, so that they. eventually upgrade to the small business package. • Train employees to be valuable COSE advocates, in and out of the college classroom. • Increase membership among undergraduate and graduate students.
  • 22. OBJECTIVES MARKETING COMMUNICATIONS • Increase awareness of all the programs and services that COSE offers college level members. • Build value in membership to undergrad and graduate students. • Position COSE as the learning tool of undergraduate and graduate students.
  • 23. STRATEGY No. 1 IF COSE wants to motivate undergraduate and graduate students to sign-up for COSE and foster a community….. THEN COSE should create a platform through the creation of a mobile (smartphone and tablet) application where likeminded entrepreneurial students can interact, share stories, experiences, networking events and view testimonials from other students.
  • 24. STRATEGY No. 2 IF COSE wants to motivate undergraduate and graduate students to sign-up for COSE, based on the success stories of other college student COSE members….. THEN COSE should use college student video and print testimonials to tie together COSE membership and entrepreneurial success; through sharing their stories.
  • 25. STRATEGY No. 3 IF COSE wants to obtain undergraduate and graduate student membership… THEN COSE should create a COSE college student tiered membership program based on the needs of college students.
  • 26.
  • 27. Company Start-Up • Advocacy Committee • COSE Bonus Card Checklist • Public Policy Agenda • Campus Bookstore • Small Business Shadow • Grassroots Discount Days eNewsletter • COSE iPad Rental • Tutorials & Workshops • COSE Day at Capital • Online Marketing • Learn how COSE will • Social Media represent you • 24/7 COSE Knowledge Center • Download COSE App
  • 28. Networking Events • How to: Generate Business • COSE Bonus Card • Small Business Mentor • Membership Directory • Campus Bookstore Program • COSE Advertising & Discount • Peer to Peer Advocacy Sponsorships • COSE iPad Rental Groups • Leads Group • Office Max Discounts • Arts Network • Local Business Recognition • Home Business Network Awards • NEOSA Technology Network • Membership Directory
  • 29. How to: Manage • How to: Manage Expenses • COSE Bonus Card Employees • Budget & Payroll • Campus Bookstore • Human Resources • Learn Legal Standards Discount • Employee Benefits & • Renting Office Space • COSE iPad Rental Insurance Options • Office Max Discounts • Handling Employee • Discounts on Benefits Concerts, Trips and Different Leisure Activities
  • 30. STRATEGY No. 4 IF COSE wants to increase undergraduate and graduate membership and offer incentives to standout from competition… THEN COSE should create an incentives and rewards program that includes a COSE bonus card that offers discounts on merchandise of interest to college students, and incentives that offer discounts on trips and gift cards and other products.
  • 31. STRATEGY No. 5 IF COSE wants to engage and create awareness through competition among undergraduate and graduate students… THEN COSE should create a contest through the Kauffman Istart program where students can share their COSE success.
  • 32. STRATEGY No. 6 IF COSE wants to integrate itself into the college classroom, show its importance and align itself with college professors to be recognized as a real world resource and expert… THEN COSE should create a college partnership, create a classroom advocacy program, put COSE in the class, and create a COSE curriculum.