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    Succession Planning; Planning for Success
    Family businesses are advised ad nauseam to have a succession plan. Mostly, they fail. Mid-size businesses should have a succession plan. Mostly, they fail too. Large businesses must have a succession plan. Unfortunately, they tend to fail as well.Succession planning is not a “nice to have”. It is a necessary part of any organisation's ability to reduce risk, create a proven leadership model, preserve organisational memories, smooth business continuity and improve staff morale. The only readily identifiable reason for an organisation to fail to plan for succession is a lack of appreciation of the risks that not planning brings.An indication of how many organisations fail to plan for succession comes from the simple measurement of the level of outside recruitment in senior positions. Human resource firms report that sixty percent of the Fortune 250 firms in the United States go outside to hire people at the executive management team le
    ce of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Fr

    People Don't Buy Your Services - They Buy Your Results!
    When I meet holistic professionals and ask them what they do, I hear a very different answer from those experiencing success than from those who are struggling. The difference is not in what you offer, how much you charge or your experience and credentials. The difference I hear is in what is focused on in your answer.As a holistic professional, you know your business is not about you. Your business is about the people you serve – your clients. So, when you answer the question -- “What do you do?” -- your answer must also focus on your clients and not on you. If you answer by describing your services, explaining the process of what you provide or sharing your knowledge, experience and education -- that is about you.Potential clients (as all people you meet are, either directly or as a referral source) do not want to talk about you. They want to know what you can do for them. They want to know what results they will experience if they
    Before your organization embarks on any communications planning or implementing a campaign, it's vital to understand the needs and goals of your audiences, and their behavioral patterns. That's the only way to connect your nonprofit's goals (e.g., engaging advocates to contact their state senators on a green space protection issue or motivating registration for a new parenting training) with what's important to your audiences. Personas can help.

    Traditionally, personas have been used for design of computer hardware and software, particularly web site usability. They are starting to be used for marketing and communications planning and I think they have a huge value in the nonprofit marketing arena:

    • How Can Personas Help My Organization Connect with Our Target Audiences?

    Personas are hypothetical "stand ins" for your nonprofit's actual audiences. They enable communications and development teams (and that includes planners, writers, designers and others) to stand in their audiences' shoes. They focus the communications initiatives on supporting audience needs and interests. And you'll find far greater success designing a communications plan or a program's marketing message that meets the goals of a specific person, rather than trying to plan or write for the hazily-defined needs of many.

    • Is Persona Just Another Word for Market Segment?

    No, but that's a common objection you may here from the marketing traditionalists within your organization. Market segmentation is a great tool for identifying the groups of people you are trying to reach, and why. But market segmentation can't shape your marketing messages or choice of strategies.

    Assume you know that 33% of women aged 25-40 are interested in supporting breast cancer research, and that messages and graphic design are key elements affecting their giving decisions. Well, that's a good start. But personas add a great deal of richness. A persona might show that Miriam, aged 36, wants to give to breast cancer today but is concerned that she doesn't know enough about how her money will be used if she gives to your nonprofit. She wants to be assured by information showing how contributions are used.

    • How Do We Create Personas that Work?

    Although personas are fictional, they must be defined with rigor and exactness. Ideally they are based on some understanding of real audiences. It's easiest to create accurate personas if your organization has some idea of demographics and, even better, data on habits and interests. When you base personas on audience research, you'll ensure that the personas truly represent your audiences. Interviews of current and potential audiences are one of the best ways to gather qualitative information. Here's a link to a recent case study on another approach to audience research: http://www.nancyschwartz.com/getting_feedback.html

    But remember that personas can't stand-alone. Your organizational goals must guide the communications planning process. And frequently, it's important to test messages or multiple versions of letters with your audiences.

    • What Does a Persona Look Like?

    Here's a sample persona checklist. The precise details you'll want to include depend on your organization's marketing and communications goals. Are you aiming to increase use of a new health care clinic, motivating volunteers for your mentoring program or build the number of visitors to your nature preserve? No matter your goals, here's what you'll want to include in your personas:

    • A one to two page narrative profile, for each persona.

    • A few fictional details about the persona's life --an interest or a habit--that makes each person unique and memorable. When you start here, the hypothetical constructs spring to life.

    • Brief outline of a daily work day or day at home (depends on who you are trying to reach), including specific details, likes and dislikes.

    • Name, age, photo and personal information.

    • Work environments if you're trying to reach professionals, rather than individuals, including length of time in the job, professional development habits (if marketing services such as training for social workers on public benefits), information- seeking habits and favorite resources, personal and professional goals, colleagues with whom the persona works most closely, etc.

    • Personal and professional goals.

    Sample Persona – Nonprofit Communications Campaign on Community Fitness

    • Context: A nonprofit is launching a new community fitness program and needs to promote it to community activists, politicians, and citizens, and to motivate their involvement. The staff needs to know what's important to these audiences segments, so it can shape its messages, website (a centerpiece of the campaign), brochures and events accordingly.

    • Challenge: This is the first time the organization is proactively communicating to motivate creation of fit communities. It will launch a new website as the centerpiece of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Fra

    Don't Let Difficult People Derail Your Career
    Unless you are among the luckiest people in the world, or you are totally free of all relationships in the real world, you have to cope with difficult people in the course of your work.Difficult people are everywhere. Some are habitually late for work. Customers are often rude. Co-workers can be abusive and uncooperative as they guard their turf. Others may goof off leaving you to pick up the slack. There are bosses who consistently make unreasonable demands and never have a kind word to say.“Don’t waste your time searching for Utopia where there are no difficult people. The wise, truly ambitious careerist, spends his or her time figuring out how to manage these relationships so that they don't become roadblocks to personal progress and success for the organization,” says Ramon Greenwood, senior career counselor at Common Sense At Work.CAREER BLOCKERS COME IN SEVEN FORMSIn his book, Coping With Difficul
    to plan or write for the hazily-defined needs of many.

    • Is Persona Just Another Word for Market Segment?

    No, but that's a common objection you may here from the marketing traditionalists within your organization. Market segmentation is a great tool for identifying the groups of people you are trying to reach, and why. But market segmentation can't shape your marketing messages or choice of strategies.

    Assume you know that 33% of women aged 25-40 are interested in supporting breast cancer research, and that messages and graphic design are key elements affecting their giving decisions. Well, that's a good start. But personas add a great deal of richness. A persona might show that Miriam, aged 36, wants to give to breast cancer today but is concerned that she doesn't know enough about how her money will be used if she gives to your nonprofit. She wants to be assured by information showing how contributions are used.

    • How Do We Create Personas that Work?

    Although personas are fictional, they must be defined with rigor and exactness. Ideally they are based on some understanding of real audiences. It's easiest to create accurate personas if your organization has some idea of demographics and, even better, data on habits and interests. When you base personas on audience research, you'll ensure that the personas truly represent your audiences. Interviews of current and potential audiences are one of the best ways to gather qualitative information. Here's a link to a recent case study on another approach to audience research: http://www.nancyschwartz.com/getting_feedback.html

    But remember that personas can't stand-alone. Your organizational goals must guide the communications planning process. And frequently, it's important to test messages or multiple versions of letters with your audiences.

    • What Does a Persona Look Like?

    Here's a sample persona checklist. The precise details you'll want to include depend on your organization's marketing and communications goals. Are you aiming to increase use of a new health care clinic, motivating volunteers for your mentoring program or build the number of visitors to your nature preserve? No matter your goals, here's what you'll want to include in your personas:

    • A one to two page narrative profile, for each persona.

    • A few fictional details about the persona's life --an interest or a habit--that makes each person unique and memorable. When you start here, the hypothetical constructs spring to life.

    • Brief outline of a daily work day or day at home (depends on who you are trying to reach), including specific details, likes and dislikes.

    • Name, age, photo and personal information.

    • Work environments if you're trying to reach professionals, rather than individuals, including length of time in the job, professional development habits (if marketing services such as training for social workers on public benefits), information- seeking habits and favorite resources, personal and professional goals, colleagues with whom the persona works most closely, etc.

    • Personal and professional goals.

    Sample Persona – Nonprofit Communications Campaign on Community Fitness

    • Context: A nonprofit is launching a new community fitness program and needs to promote it to community activists, politicians, and citizens, and to motivate their involvement. The staff needs to know what's important to these audiences segments, so it can shape its messages, website (a centerpiece of the campaign), brochures and events accordingly.

    • Challenge: This is the first time the organization is proactively communicating to motivate creation of fit communities. It will launch a new website as the centerpiece of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Fr

    Corporate Event Management
    Corporate event management involves managing various corporate events that can be a special media event, an internal event or event open to the public such as a fundraising gala. They are usually managed by a professional planner whose specialty is corporate events. An experienced event planner has the expertise to research and plan a successful event from start to finish.Some of the common examples of corporate events are launching a product, road show, galas and media event with corporate sponsorship. The events are managed according to their respective nature, keeping in mind the aim of the event, the audience to be reached and the content of the message to be transferred.Launching a new consumer product is a good example of what a planner does to manage this type of corporate event. Launching a product involves consumer conviction as an ultimate goal. The customer has to be convinced to buy the product by using innovative ideas.
    data on habits and interests. When you base personas on audience research, you'll ensure that the personas truly represent your audiences. Interviews of current and potential audiences are one of the best ways to gather qualitative information. Here's a link to a recent case study on another approach to audience research: http://www.nancyschwartz.com/getting_feedback.html

    But remember that personas can't stand-alone. Your organizational goals must guide the communications planning process. And frequently, it's important to test messages or multiple versions of letters with your audiences.

    • What Does a Persona Look Like?

    Here's a sample persona checklist. The precise details you'll want to include depend on your organization's marketing and communications goals. Are you aiming to increase use of a new health care clinic, motivating volunteers for your mentoring program or build the number of visitors to your nature preserve? No matter your goals, here's what you'll want to include in your personas:

    • A one to two page narrative profile, for each persona.

    • A few fictional details about the persona's life --an interest or a habit--that makes each person unique and memorable. When you start here, the hypothetical constructs spring to life.

    • Brief outline of a daily work day or day at home (depends on who you are trying to reach), including specific details, likes and dislikes.

    • Name, age, photo and personal information.

    • Work environments if you're trying to reach professionals, rather than individuals, including length of time in the job, professional development habits (if marketing services such as training for social workers on public benefits), information- seeking habits and favorite resources, personal and professional goals, colleagues with whom the persona works most closely, etc.

    • Personal and professional goals.

    Sample Persona – Nonprofit Communications Campaign on Community Fitness

    • Context: A nonprofit is launching a new community fitness program and needs to promote it to community activists, politicians, and citizens, and to motivate their involvement. The staff needs to know what's important to these audiences segments, so it can shape its messages, website (a centerpiece of the campaign), brochures and events accordingly.

    • Challenge: This is the first time the organization is proactively communicating to motivate creation of fit communities. It will launch a new website as the centerpiece of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Fr

    References Are Like Fine Wine - They Should Age Well!
    I’ve been active in consulting, offering seminars and speeches, and customized training programs for more than 20 years.During that time, I’ve done hundreds of seminars and speeches, public and onsite, and I’ve trained thousands of people, many of whom have given me written evaluations and letters praising their experiences.Tonight, in gathering some quotes to use in a seminar brochure, I had to wrestle with a few important questions:(1) How old is too-old, if you have a reference or testimonial?(2) If the reference’s company has been purchased by another entity, do you use the original company name, the updated one, or both?(3) Can you count on someone to be willing to back-up a reference he wrote, say more than five years ago?Maybe, I’m a rare breed to be concerned about such things, but I think there are some potential ethical as well as practical issues at stake, especially if you have been consulting,
    tructs spring to life.

    • Brief outline of a daily work day or day at home (depends on who you are trying to reach), including specific details, likes and dislikes.

    • Name, age, photo and personal information.

    • Work environments if you're trying to reach professionals, rather than individuals, including length of time in the job, professional development habits (if marketing services such as training for social workers on public benefits), information- seeking habits and favorite resources, personal and professional goals, colleagues with whom the persona works most closely, etc.

    • Personal and professional goals.

    Sample Persona – Nonprofit Communications Campaign on Community Fitness

    • Context: A nonprofit is launching a new community fitness program and needs to promote it to community activists, politicians, and citizens, and to motivate their involvement. The staff needs to know what's important to these audiences segments, so it can shape its messages, website (a centerpiece of the campaign), brochures and events accordingly.

    • Challenge: This is the first time the organization is proactively communicating to motivate creation of fit communities. It will launch a new website as the centerpiece of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Fr

    Staff Turnover - What Is It And What Does It Cost?
    The 2006 CIPD Recruitment, retention and turnover survey highlights that currently the employee turnover rate for UK companies is 18.3%!These levels varied widely from 13.3% in public sector organizations to in excess of 50% in retailing, hotels and restaurants. They also vary by location. In areas with the lowest levels of unemployment, there were higher levels of turnover as there was a much higher demand for skilled staff.Also, different companies will record turnover in different ways. Is it purely the number of people that hand in their notice? The number made redundant? The number sacked? As far as I am concerned it is a combined total of everyone that has left your company, no matter the reason.Why is it a problem?The UK is suffering from an unprecedented skills shortage. It may take several weeks or even months to find a suitable candidate, and with notice periods and restrictive clauses i
    ce of this campaign, but doesn't know how to design the site to most effectively educate its diverse audiences and motivate them to act. The communications team doesn't really know where to start.

    • Persona (short version):

    Introducing Frank Cummings, age 64

    Frank, 64, owns his own home in a moderately-priced area of an industrial-based community in Ohio. He is married, and has two children who now live in neighboring states. Frank took an early-retirement option from the electrical contracting firm where he worked for 19 years. Now he spends a lot of his free time working on his home and yard, and walking in the neighborhood.

    One problem Frank has noticed as he walks is that the traffic speeds along his street (a connector between two arterial streets) are often well in excess of the 25MPH posted speed limit. Frank has made comments about the high speeds to his city council representative, who is, with Frank, a member of the local Lions Club. But the council-person, while sympathetic, hasn't done anything other than to suggest that Frank should lodge a complaint with someone at the city, or the police. Meanwhile, the speeding cars continue, and Frank feels unsafe as he walks.

    Web use:

    Like many in his age group, Frank is a late-comer to computers and the Internet. He needed to learn to use a computer-based service mounted in his truck the last few years he was working, and struggled to keep up with the technology that seemed to come much easier to younger people in the firm.

    Frank purchased a computer primarily to use e-mail with his children, but he also has used several programs such as QuickBooks and tax-prep software. His connection to the Internet is through dial-up on the home's single phone line. It's slow, so Frank doesn't do much Web surfing.

    Goals:

    - Slow down the traffic outside his house to increase walker and biker safety.

    - Make his neighborhood a more enjoyable place to live

    Application:

    Once the nonprofit got to know Frank, and his persona peers, they were able to shape messages and communications to connect with these individuals' interests, habits and goals. As a result, they knew they were doing their best to maximize audience response.

    Readers, try crafting a set of personas today to shape or re-shape your nonprofit's marketing and communications plan, service or product, or specific communications campaign. I think you'll find it's invaluable to get to know these folks.

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