Category Archives: Tools for the Task

Just the Facts? 8 Tips for Creating Press Releases

reporterThe power of the press for reaching out to your larger community is a given, and a well conceived press strategy should be part of every company’s plan – but this is especially true if you represent a non-profit organization. I’m guessing that many of you send the occasional press release to local newspapers, and you may also post your news on your own website.

If you are working with limited time and resources and don’t have a dedicated PR professional on your staff, then you especially need those efforts to pay off in positive, upbeat stories about your work.

Are there basic rules to sending out a media alert or press release that will have a better chance of bearing fruit?  I’ve outlined my top 7 tips here:

1) Develop a template for these that will save you time when you are developing them. Make sure you already have a page blank handy that is set up with your contact information, organization name and logo,  It should have a place for:

  • The title of the release – it can be creative, but please make sure it says what the topic is. Don’t make the reporter or editor receiving it have to search to know what it’s about.
  • The date, and city/state where you (or your news) are located.
  • The press contact: Always include the name, title, telephone # and email address of the person that should be contacted for an interview or for more information.
  • At the end of the release, include a brief “about us” paragraph or two about your organziation; and include your website URL. This should ideally be the same paragraph every time, for consistency, make it a “boilerplate” part of your template. You can always add a line or two that describes the specific department or program that the release is about, to tailor it.

2) It’s not the great American Novel. When you write the release, remember that you are writing for news outlets. It’s OK to include background about the human interest side of your story. But remember that you are writing the release so that it can be useful to reporters and editors – who will want to use the information in their own work, with their own voice. Give them great material to work with, but don’t fall in love with your own words. Be succinct.

3) Edit yourself with a checklist – does it have all the facts they will need? What happened, when, where, to whom, and why is it news? If you are covering one of your own programs or events, did you remember to say that you were the sponsoring organization?

4) Can I quote you? If a reporter or editor really wants to do in-depth work on your topic, they will call you and others for interviews, and will use their own quotes.  But a really good quote or two is gold for a time-pressed editor; so make it a consistent part of your style to include these. They are also your opportunity to provide perspective beyond the facts.

5) Get ready to lose control. Once the press release has left your desk and been sent to news publications, it is in their hands. They have no obligation to use everything you sent, verbatim. They will more than likely take the pieces from the release that work for them within their story. An ethical reporter will not mis-communicate the facts of the story. But your perspective and point of view may not end up in the final cut.

6) Know your reporters.  Particularly if local news outlets are important to you; but for national outlets as well. If you are doing this right, you won’t simply be peppering the landscape with your alerts and releases, hoping something sticks.  That isn’t worth your valuable time or theirs. Make sure your release topic is relevant to the new outlet, and especially to the reporter, that receives it. Less is more; develop a short list of reporters and editors that you will place your release with; and get to know what their preferred beat is.  What topics and issues do they typically cover, and how? Don’t add them to your send list if you know nothing about them. (Google works great when you want to check out past articles from a new publication or reporter/editor.)

I ran across an interesting blog post on the NonProfit Communicator blog. Lisa Bertagnoli does a good job of explaining what to do – and what not to do – to get her attention with a release.

http://communitymediaworkshop.org/npcommunicator/people-to-pitch-lisa-bertagnoli-freelance-writer/

7) Don’t forget the web.  You may be accustomed to sending all of your press releases to local newspapers; but is it really national news? Does it have regional implications?  Apart from your own website (where you should be posting every release you create), there are some good and inexpensive news services like PRNewswire.com that will post your article on their site and distribution it to news outlets with a wider scope than you probably have. You may gather greater attention to your work by strategically posting selected, very important stories on such a service.  And with well-planned key words, the release may get more attention from even your local reporters; when they receive in their Google alerts.

8) Have a plan.  You can easily inundate your local press outlets with way too many stories that don’t interest them, in which case, they’ll turn you off.  On the other hand, if this isn’t in your comfort zone, or you are a busy person wearing multiple hats, then you may not remember to make strategic use of media exposure. Don’t wait until you are reacting to a negative story; create a calendar and a plan for sending selected news items on a recurring basis that feature the positive, relevant work that you do.

Celebrate the troops

You have a great grasp of your customers and stakeholders, influencers and decision-makers; and you think you fully understand your target audiences.

Think again.

Are you remembering your own staff?

Your staff could be the single biggest messaging asset you have. If you are looking for champions in your tribe, who could be a more enthusiastic cheerleader about the work that you do than those folks that are doing the work themselves?

If they get it.

Your brand, your mission and your philosophy is hopefully something that your staff remembers to incorporate into their work every day. But too many companies and agencies, in hot pursuit of their customers or funders, do not take the time to tell the story at home.

It may be that your departments are siloed, and don’t really understand or hear about eachother’s work.  They may hear about what’s happening across the board, but not understand how it all hangs together to advance your mission.  If your mission is written in jargon or fails to tell the story of what you really believe, then perhaps they just don’t it at all.

Consider the small amount of time it takes to find just one story each week about something your staff has done – something extraordinary, or just something spot on – to support your mission. Do a shout out to all of your staff members. Give congratulations, and kudos – you can do this via email, interoffice memo, posting it on a wall or at a meeting – pick a method that isn’t time consuming. Do this every week, drawing attention back to how each of these acts supports and strengthens your real mission – and soon these little stories will build into a loyal internal fan base that knows your story and knows how to tell it.  More importantly, they’ll know how to live it.

Why is a tag line important?

Seems a bit silly to spend time sitting around trying to capture everything you are in 3 or 4 words. Your mission, values, and key benefits are much bigger than that – aren’t they?

Of course they are.

But the work that it takes to capture your essence in a sound byte is not at all silly; in fact, it’s an essential exercise in discipline. It can capture who your customers, members, and fans are; and it serves a very useful purpose in quickly uniting you with your tribe over your shared values.

  • Just do it (Nike)
  • Think different (Apple)
  • Because you’re worth it (L’Oreal)
  • You’re in good hands (Allstate)
  • Quality is job one (Ford)
  • It’s not just for breakfast anymore (Florida Orange Growers’ Association)
  • That was easy (Staples)
  • A mind is a terrible thing to waste (United Negro college fund)
  • Takes a lickin’ and keeps on tickin’ (Timex)
  • For a living planet (WWF)

Your mission, your promise and your brand

They are indeed complex, but place yourself in the mind of your customer and ask yourself “so what?” Then ask it again, and again. What can you come up with to answer it in 5 words or less?

Taglines are about making decisions.

Timex could talk about the visual beauty and simplicity of their watch design, the fact that their watches are an inexpensive, yet good value. So what? What do you really want in a watch, anyway? Timex watches are for people who don’t want a Rolex. Don’t want the bother, don’t want the expense, and don’t want to worry about damaging it. Just want it to tell time, reliably.

If you have done any strategic planning for your agency or business, you’ll likely have a mission statement, and core values – particularly if you are a non-profit. If you haven’t looked at those lately, take them off of the shelf and review them again. Non-profits spend a great deal of time arriving at a mission statement that is meaningful for them; and they are often excellent statements of purpose and approach. They are also (usually) somewhat wordy for the average stakeholder-on-the-street, and may not be at all memorable.

Try it. You’ll like it.

A picture is worth a thousand words

buildingYour brand promise is a lot more than a logo, tagline, home page, or picture.   But if you have not pursued some consistency in how you visually represent your brand; if there is dissonance between what you are trying to say and how you are saying it, then your underlying message about your commitment and your work will not be clear or convincing.

If you haven’t recently done an audit of your public facing messages and images for consistency with your branding message, it’s probably long overdue. Remember, though, that a visual audit proceeds from a strong brand statement.

Go back to your mission

Make sure that you’ve clearly identified your customers, influencers, and most importantly – who the people are that benefit from your work. Your visual messages should convey the heart of the work – what you hope to accomplish for those beneficiaries that your organization is passionate about.

Is your work about a building? Or is it meant to make lives better for people? If you are a nonprofit agency with a people-focused mission and your websites, brochures and media messages focus on your building; then you may be communicating pride of place. But you are not showing the heart of your work to your audiences.

Agencies that focus on educating kids and are not using visuals that keep the kids at the forefront are not only missing an opportunity to convey an important message about their mission. They are also taking a risk that the public will perceive their heart and their commitment to be in the wrong place. Materials, web pages, and commercials created to further ASPCA work don’t focus on the people. They focus on the animals. AARP does not show you lots of images of small children, but rather vibrant, aging retirees.

And unless you are Habitat for Humanity, consider keeping pictures of a building in the background, not the forefront, of your message.

A note about locating images for your work

If you lack the available resources to take your own photos of your work, you can start with stock images. Both istockphoto.com and shutterstock.com offer fairly inexpensive images for download and use. If you can find one or more images there that do a good job of showing off your work and your audience, it can start you off. Searching these sites may also help you to identify what you want to ideally convey that you can’t find in stock photos; and will need to pursue on your own. The downside: you may not be the only one using a stock image. The upside: commercially available photographs have all their ducks in a row as far as model/subject releases are concerned. If you take your own photos and people are the subjects, you should always get permission from the subject to use the image (or their parent/guardian, if they are a minor).

Customer Research: Nothing beats listening

conversationConversations count

I was talking to a colleague today about my concern over inundating our audiences with surveys, and the message that this high-tech vs. high-touch method might send.

Customer research (like collaboration) is often an exercise in active listening. Fielding a survey is a great way to get more reliable and credible data about trends in response to specific questions.  But it will never do the whole job in terms of allowing you to listen to – and hear – the whole story.

“When you listen generously, people can begin to hear the truth within themselves, in the space that you’ve created for them.”

Your customers’ experiences with their challenges, and with you, come in many shades of gray. When the insight you seek isn’t black and white, you can’t beat a one on one discussion.  Here are a few methods for gaining customer feedback and insight that are not multiple choice; and how they are typically applied:

First, just listen, one-on-one.  Nothing can replace the one-on-one discussion with your customer. Face to face is best, but even on the phone, an open ended conversation to check in can offer valuable insight on the unpredictable. Remember that if you are able to visit your customer on site, it provides an opportunity to more fully understand the environment in which they work. Do they have an office, or walk around? Is there a computer handy? Wall space, clutter, interruptions?  All of the elements of the workplace they are in can influence how well your solutions might – or might not – work for them. Never assume that you understand your customer’s most troubling challenges until you ask. This is not a multiple choice question. It can be helpful to bring trigger questions:

  • What is the most exciting work that you’re involved in right now?  Anything you’d like to be working on but don’t have the time or resources?
  • What’s looming at this point that you are worried about – what’s keeping you up at night?
  • What’s going to be (or what is) toughest about the job right now?

Informal conversations may not be the place to take notes or bring a tape recorder – but once you are out the door, capture what you’ve heard!  Particularly if you are having more than one of these meetings, your findings can start to blur together. If you are pressed for time, tape record a message to yourself with your “notes” about key points (you can do it on your phone); and then keep track later. After several conversations, you will very likely hear some trends that you’ll want to follow up on.

Follow up:  If you are hearing the same pain point from multiple customers, this is an opportunity to plan ahead for collaboration and think about asking a select group if they are interested in collaborating and brainstorming solutions.

Think about convening a group for more feedback or for collaborative work on the problem. 

Focus groups are usually not fishing expeditions, but are set up with willing customers to gain feedback about a particular product or service, challenge, or issue. These are carefully planned to maximize the interaction of the participants. The most useful number of people for a focus group should be from 6-12; and a strong facilitator is needed to ensure that multiple perspectives are gained, and attendees are encouraged and drawn into the discussion. Questions are preplanned. These are often used to get feedback on a prototype service or product in development, or on a brand statement or promotional approach. They tend to be most useful in testing out a concept “before you really build something”.

Collaborative work groups are something different. Customers who are experiencing a like challenge, but are not sure of the solution may be willing to meet with you to conduct brainstorming sessions that are more loosely guided, but still facilitated to get the most from the group dynamic. There are no wrong answers in a brainstorm, it should be well documented, and only at the end of the exercise does it make sense to conduct a check in to determine if members of the group have identified something they are excited about pursuing.

Now you’re building something.  By the time you get to a pilot test, you will have gained early feedback from some of your customers about the concept around your service or product and how it generally works. Especially if the service or product has an online component, or is a service that is complicated to deliver or explain, you will want to gather a small group of possible early adopters and ask them to pilot test for you. These need to be carefully set up, and their evaluations documented and heard. Assume going in that you may hear feedback that generates a change to your service or product. That’s the purpose. This is where you work out the bugs in your approach; or identify that you need to modify the road you are on. Side benefit: if your pilot testers are influential thought leaders, you are hoping at this point to be able to talk about how well the product worked for them, and identify them as development partners later.  The best of all approaches to design, although it can be time consuming and lengthen your process, is iterative design – where you look to your pilot testers to review and provide feedback at multiple steps in your development, and adjust as you learn from them. Then the process becomes much more of a collaborative one.

Keep checking in.  If you have an existing product or service and you are not collecting customer evaluations, start now. Any evaluation should include a valid way to measure customer satisfaction with the experience they’ve just had. You can start by asking the customer to rate their satisfaction.  But most satisfaction evaluations will also ask “how likely are you to use this service or product again?” and “would you recommend it to a colleague?”  These are usually better indicators of true satisfaction – or dissatisfaction – with what they have experienced. If you get a high number of “maybe” answers on using your service again, it’s likely you have some work to do in order to keep these customers; and those customers that would absolutely recommend you may be the champions and influencers you are looking for in your tribe. Don’t lose track of the power of verbatim comments in your evaluation. These can often shed real light on what is best or worst about the experience.

Remember in using any or all of these tools that the data you gain must be captured, documented, and shared effectively to be worth the effort. Even the insight you gain from an otherwise casual discussion can be reported out in some useful fashion to others.

Competitors: Enemies, or part of your swarm?

enemy beeHow can collaborating with competitors bring success?

An increasing trend in business as service organizations become more and more niche oriented is for businesses to actively seek partnerships with competitors. If you have strong and well understood unique skills and competencies, this does not need to be a “zero sum game”. Instead of the equation being weighted to “they win, I lose”; you’ll find that it is possible for both competitors to win, if you are open to partnering up through referrals, subcontracting, or some type of collaboration. And in an arrangement like this, your customer is much more likely to consider it a win.

Whether you partner or not, it is critical to both marketing and strategic planning to know and understand who your competitors are. Who are your customers choosing to do the work or provide the service? Who do they prefer? Why?

When you start out to make a list of your top competitors, keep three things in mind:

  1. Regardless of your knowledge of the community in which you work, your business landscape; if you have not asked this question of your customers, you don’t have an accurate focus on who your competitors are. Find an effective way in your dialogues with customers to make them comfortable sharing with you their ideas about where their options and alternatives lie, and why.
  2. Many organizations make the mistake of not including in their list of competitors the most frequent and often strongest option: DIY. In any decision about a service or program that answers a need, your customers will always consider build or buy. They may collaborate with each other to build their own service, or do it on their own – but count on the fact that it is a top candidate. This is especially true in a service industry, and particularly in a tough economy.
  3. Finally, if you are thinking strategically and plan to be around a while, always spend some time considering whether there may be the potential for disruptive “indirect” competitors. Are there ways that your customers can meet, avoid, or change the game that are outside the box completely?

The next step is where you will spend time understand what your unique strengths and weaknesses are compared to your top competitors. Whether you are serious about partnering with competitors, or you take a more traditional approach, “know thyself”. Identify the areas where your skills, services and expertise are much stronger than the others on your list – and understand the areas that may be weaknesses for you compared to others. In this way, your
communication with customers and stakeholders about where your value fits will be clearer. Additionally, it takes you a step closer to partnering. One good way to understand this is with a SWOT (strengths, weaknesses, opportunities and threats) analysis; which I’ll cover in another post.

How is all this going to help you to compete more effectively?

If you are not interested in partnering to provide a solution, you’ll come out of this exercise with a much clearer understand of your own positioning. What should your messaging emphasize as a uniquely strong capability?

At this point, you should also start to see where opportunities to work together with competitors are surfacing. Do you excel at professional development and training, but you don’t have the systems to produce and publish the tools developed from your work? Is someone else known for their ability to evaluate a problem and consult on planning and implementation; but they don’t provide the training or staffing that their clients might need for the next steps? This is where subcontracting opportunities can become clear, if you are honest and careful in your appraisal. Remember that in an increasingly specialized world, it is unlikely that any organization can be a one stop shop. Partnering to solve a problem can be better for you, and better for the customer.

How does this work if your customers are doing it themselves, or partnering with each other to do it without you? Take a step back and work on understanding what about the solution they’ve found works for them. What does the DIY option offer? What need does it not meet, and are there gaps that might fit in with your specific expertise? If they are building a service that you already offer, why? Can you provide training to help them do a better job? Can you recommend partners that supply something they will need?

What are the benefits of this approach?

  • Better service for your customers and stakeholders.
  • A reputation for being a solution to problems rather than part of the noise.
  • A very effective potential marketing channel, through co-marketing with your competitors to extend your reach.
  • The chance to focus your effort toward building your strengths, rather than struggling to be everything to everybody.

Check your brand integrity with your most loyal fans

mufasaYou have forgotten who you are and so have forgotten me. Look inside yourself, Simba. You are more than what you have become.
– Mufasa the Lion King

Brands are about business performance promises. They differentiate our promise in the marketplace. Strong established brands are about promises kept. As you look to expand upon and extend your brand, can you pursue growth by migrating, extending and expanding your brand and still maintain its integrity? At the heart of successful companies that have migrated their brands over time, there has been a crystal clear understanding of what their customer promise is, and how to keep it at the core of new business directions; be they acquisitions, adoptions of new technology, or new product lines.

Let’s go again.

A few years back, I went to see the Lion King 3D. I was immediately captured by the emotionally engaging musical score (a hallmark of Disney movies), the beautiful colors, and then finally, the memorable and well-told story. It’s just a great story, folks, start to finish. And that is what you expect from a Disney animated movie. The 3D effects were a nice embellishment to something that was already worth seeing again and again. Disney movies are treasures that you keep on your shelf to pull down and watch on a rainy day. Everybody’s got a “remember the part where…” spot in a Disney movie.

Will 3D be the new tech steroid that re-introduces Disney to millions of new viewers? Probably not. But it will trigger millions of loyal fans to remember what they loved, becoming active champions to expand Disney’s fan base to their own kids, friends and families – thus growing the brand.

 First, know who you are to your most loyal fans.

Your customers have long memories, and if they have engaged with your brand in the past, then your brand has over time become a collaborative effort. They know who you are, perhaps better than you do. They communicate what they know to others. If you understand what your brand really is, you can build upon it for a stronger future than you may have expected. Before you do anything else, dig in. Do the homework, talk to your customers and understand what they perceive your brand’s promise to be. If you’ve been in business a while, then your brand has a life. So as Rafiki says,

You can either run from it, or… learn from it.

What is your customer’s story?

storytellingThe power of personal stories can create a visceral understanding of your brand and its value that are difficult to achieve in any other way. They can help to provide a clear understanding of what is at the core value of your brand that is unique and makes you stand out from the crowd.

How do you communicate your customers’ experiences, and why? You could load prospects up with a list of features, talk about key benefits, and describe for them the problem/solution set that your offer provides.

Or you could tell a story in which they see themselves.

If your organization hasn’t yet figured out how to reach out to your customers in a dialogue about what they truly love about your brand (and what they don’t), well, you are in good company. But you can’t afford to wait to seek out those voices and those stories. And if you already have, make sure that you have an ongoing process in place to keep talking.

Many organizations have evolved to the point of conducting customer satisfaction research, event, service and product evaluations, and even collecting testimonials from their customers.  These are all worthwhile activities – lending credibility to the assertion that your service has been successful for your customers, and can be so for others.

But to communicate to both your own organization and others outside your organization the true benefits of your work – the ways in which what you do changes lives – there is nothing more illustrative than a story told by your customer.

A compelling story is one in which we care about the storytellers, and we see ourselves in their faces. If your relationships with customers and members are too distant to know those stories, then you have larger problems than marketing mix. It’s possible you have lost sight of what the real benefit is to your  work. If that is true, my best suggestion is to meet and talk face-to-face with your customers.

Don’t sell it.

If you are thinking of using customer profiles, case studies and stories to strengthen your brand; be very careful about coupling these with a sales message. Stories are compelling stuff; but believability is at the heart of their power. A customer story is not a testimonial, it’s much bigger than that.  It goes to the heart of your brand and values.