
Getting the Approval and Budget You Need to Do Marketing Right (Case Study)
Question:
My organization has been in existence since the 1960s,
longer than any other environmental group in the state.
But, like many other nonprofits, we have never been
good at marketing ourselves, and therefore don't have the
membership base that we should.
As a result, we're beginning to lose our historical
advantage. For example, our state Audubon Society is
developing a national audience and now has the funds to
market themselves even more effectively. Our state's
Heritage Trust hired a marketing group that has helped
them grow exponentially over the last year.
We clearly need professional marketing help. We have a
board member with marketing expertise (but, like most
board members, he can't give 100% of his effort to our
marketing agenda) and a marketing committee, composed
of directors in communications (my boss), development and
membership. I do most of our print and online graphic
design and web development and outreach, but could
be even more effective working with a marketing expert.
While leadership recognizes our need for professional
marketing help, they are not moving forward in that
direction. My boss agrees 100% but can't get anywhere
either. In the end, while we are stalled marketing-wise,
our competitors are moving forward. Help!
I've passed on information on nonprofit marketing
specialists and asked these specialists to contact
our management too. Nothing has made a difference. I want
to be more effective but don't know how to get there.
I think my creation of a marketing plan would help, but
don't know where to start. What should I do?
Outreach Manager
State Natural Resources Council
Dear Outreach Manager,
You're in a challenging situation, and I admire the
determination that you bring to solving it.
The situation you face is a common one. Every nonprofit
organization should be proactively marketing itself
to develop and strengthen relationships with members,
supporters, donors, volunteers and other stakeholders.
Doing so (and I know you know this already) is
more than just traditional communications (read that
"information dissemination") and outreach.
True marketing means clearly defining your goals and
objectives, the audiences you need to target to reach
them, and then the marketing strategies and hands-on
tactics that will get your audiences' attention. The
process necessitates talking to your audiences to get
to know their perspectives, analyzing what competitor
and colleague organizations are doing marketing wise,
and more.
Here's what I'd advise:
- Stop asking marketing firms to call your leadership,
and stop passing on firm materials as well.
Your intentions are great but at this point
it's clear that this strategy isn't going to work. As
a matter of fact, it's likely that the leadership
is annoyed.
- Build understanding of what marketing is and
the value that it will bring to the Council.
It's all too easy for nonprofit managers and board
members to nix marketing expenditures when they
don't really understand how vital marketing is to
the ongoing health of their organizations. Their
reasoning is frequently that program comes first,
then vital support functions like fundraising.
And I think that's what's happening at the Council.
It's up to you (working with your boss) to build
the understanding that there is no program without
marketing.
Begin by crafting some concrete case studies that
demonstrate the power of marketing on organizational
success. Best, if possible, to focus on organizations
that your management know (in your geographic or issue
area) so that they will identify even more strongly
with the stories.
Review the entire marketing process, beginning with
the fact that marketing goals are designed to support
organizational goals. Explain what particular
training and expertise is required to design the right
marketing plan and to implement it successfully.
- Come to the table with a proposal.
Work with your boss (you need to be a team on this one)
to figure out what needs to be done first and what
you need (money, human resources and/or training) to
make it happen. Be prepared to distribute a written
proposal, with budget figures and a timeline.
Whatever the request is, do your homework.
I suggest that you propose something more tangible than
a marketing plan as a first step. Is there a campaign
that needs to be launched to a new audience segment? Do
you and your boss have the skills (or know where to
hire them) to do so? Best to pick a project where
you're confident that you can generate results. After
all, you want to use this success to motivate ongoing
support and budget for marketing work.
- As you implement your initial marketing project, keep
management and board posted on progress.
You want them to understand the process (so that they
understand the budget and timeframe) and maintain
their interest in the project. Remember, it's up
to you (alas) to demonstrate how you can put
marketing to work to meet the Council's goals.
- Serve as an ongoing marketing mentor to the management
and board group.
As you and your boss come across great marketing
models or marketing ideas that might be effective
for your organization, pass them on with a cover note.
When you attend a conference in the field, summarize
key content in an email and share it with these folks.
They'll begin to see you as an expert, while you
continue to build their understanding of how
marketing can make a difference.
- Once you have one or two successful marketing projects
under your belt, then it's time to develop a
comprehensive marketing plan, derived from the
Council's organizational goals.
I'd recommend that you bring in an expert at this point
to guide you in creating the plan. This is the critical
juncture when experience with multiple nonprofit
organizations, facing varied marketing challenges is a
must. You have one chance to convince your leadership
of the value and process of real marketing. Do it.
The plan development process itself will raise many
issues to be worked through with your management and
board members. In doing so, you'll develop their buy-in
and their understanding of your focus and efforts.
Beyond that, you and your boss will have a blueprint
to guide your focus and your budget and an expert
consultant ready to go for implementation.
Please let me know how your marketing work
evolves. I'll share your progress with other Getting
Attention readers.
MORE: Reference these articles for more insight on
building support for your marketing and
communications agenda.
For more articles and case studies, subscribe now to the Getting Attention e-update.
© 2002 - Nancy E. Schwartz. All rights reserved.
About the Author
Nancy E. Schwartz helps nonprofits succeed through effective marketing and communications. As President of Nancy Schwartz & Company (www.nancyschwartz.com), Nancy and her team provide marketing planning and implementation services to organizations as varied as the Robert Wood Johnson Foundation, Center for Asian American Media, and Wake County (NC) Health Services.
Subscribe to her free Getting Attention e-update (http://www.nancyschwartz.com/getting_attention.html) and read her blog at http://www.gettingattention.org for more insights, ideas and great tips on attracting the attention your organization deserves.
NOTE: You're welcome to "reprint" this article online as long as it remains complete and unaltered (including the copyright and "about the author" info at the end), and you send a copy of your reprint.
Print this article
Back to article archive
Contact us today.
© 2002-, Nancy Schwartz & Company
Revised
|
|