Creating an effective marketing strategy Part 1

Nearly all not-for-profit organisations need to undertake some degree of marketing activity to achieve their goals. Creating an effective marketing strategy helps to ensure that this activity is targeted, effective and value for money.

First, let’s look at the difference between a marketing strategy and a communications strategy, as both are important.

In business terms, a marketing strategy is about promoting and selling products or services. It includes the full marketing mix, including deciding where to sell (in person or online) and to whom (targeting by socio-economic group or geographical area).

A communications strategy focuses on getting the right information and messages to engage important groups of people, including current and potential customers and other stakeholders. Its aim is often raising awareness and building a positive reputation. 

Many organisations (especially not-for-profits, including schools) adopt a hybrid of the two – a marketing communications (or marcomms) strategy; the communications activity needed to effectively promote your product or service to your target market.

Preparing to Write Your Strategy

Before writing your strategy, take some time to analyse your starting point – what you have done previously and the external factors that may impact on what you decide to do. You don’t need to spend hours on your analysis, but a basic understanding of your starting point will help you to write a more effective strategy.

Existing materials

A good place to start is reviewing your existing marketing material, including your website, social media channels, prospectus, newsletters, staff recruitment materials, your logo and even the signage and banners outside your building. This is the face you are presenting to the world.

Do the materials have a common visual theme, linked through colours, photos and the tone of language? This help create a strong identity. Do they look professional? This instils confidence in the organisation and its leaders. Do they reflect your ethos and mission?

Past activity

Then note down the activities you have carried out in the past 12 to 24 months. How do your target audiences find out about you? How do you communicate with them? This might include supporters, customers, stakeholders, staff, the community, volunteers, service users, pupils and parents.

Do a quick assessment of what activities or communication channels worked well and which didn’t. Are there activities you should do more of? Or less? If the honest answer is that you don’t know, consider what metrics or feedback you could have used to judge effectiveness. You can feed these into your new strategy.

Competitor analysis

Next, have a quick look at what other similar organisations are doing to promote themselves. Do they advertise? Where? How does their website or prospectus compare to yours? What image are they using? How are they working with other providers – or feeder schools?

You shouldn’t start doing something just because others are – there’s no guarantee it works for them – but an understanding their approach should inform your own.    

SWOT analysis

Most leaders will have used a SWOT analysis at some point – outlining strengths, weakness, opportunities and threats. For informing your marketing communication strategy, you don’t need huge amounts of detail; it should act as a reminder of those factors that may have a bearing on your recruitment.

Your marketing communications strategy should then capitalise on the strengths and opportunities and minimise the threats and risks.

What makes you different

Whether your aim is to improve staff or student recruitment or increase fundraising, you will need to give people a reason to choose you.

Businesses talk about their ‘unique selling point’ (USP), what makes them different from their competitors. This is true for not-for-profits and schools as well – there will be elements that set you apart. It might be your ethos, the range of opportunities or services you offer, or the partnerships you have access to.

Be clear about those elements that, combined, make you different, and make this the focus of your marketing messages. It will help you to stand out and give people a reason to choose you. 

Resource

Finally, determine how much budget and staff time you have to put towards your marketing activity. You will need to make some commitment of both money and time, but be realistic in what you can do.

There is no point putting together a wildly ambitious marketing communications strategy if you don’t have the resource to make it happen. It is better to focus on a few key things and do them well, than to embark on lots of activity that either falls by the wayside or doesn’t have a positive impact.

If budgets are tight and you don’t have someone with marketing expertise on your staff, investing in a few hours’ time from an external marketing and communications consultant to develop your marcomms strategy can be an effective use of resources in the long run.

Creating an effective marketing strategy Part 2

Now that you’ve done the research and analysis into creating your marketing strategy as outlined in part 1, you’re ready to write your marketing strategy.

Writing your strategy

Most leaders are well versed in strategic planning and understand the difference between a strategy and a plan. Your marketing strategy, or marcomms (marketing and communications) strategy, should not just be a list of activities and deadlines – that comes later.

Your strategy will most likely have the following headings:

  • Vision

Your vision should be well known to your community and your stakeholders. It may be your strapline or a statement on your website.  Your marcomms strategy should align to your vision, so start there.

  • Objectives

The starting point for your marketing strategy is to be clear about what you want to achieve. Your objectives should be SMART (specific, measurable, achievable, realistic, time-bound) but also within the control of your communications activity. Objectives that are too broad will be influenced by other factors and hard to evaluate.

For example, ‘Improve communication with volunteers’ is hard to measure. Better would be: “70% of volunteers feel communication is good or better, as measured by survey results”. Or for schools, ‘attract an additional 10 pupils into Reception’ will be subject to a variety of factors. ‘Increasing enquiries from parents about nursery provision by 25%’ is better.

  • Key audiences

Next, note down who specifically you need to reach in order to achieve your objectives.  You may want to split them into primary audiences, whether that’s prospective parents, service users or donors; and secondary audiences, or influencers, who will help you achieve your objectives. This may be partner organisations, referral agencies, or feeder schools.

  • Messages

Ideally you will have identified three or four key messages that you want to get across to each audience. Your messages should relate back to your vision and what makes your organisation unique. Having clarity around the messages for each audience helps to keep your communication sharp, succinct and memorable. If you try to include everything, you will sound like everyone else and you won’t stand out.

  • Channels 

The next step is to consider the most appropriate communication channels to reach each audience. How do they prefer to receive information? What channels are they most likely to respond to? For instance, while many teachers use Twitter as a communication medium in their professional lives, potential parents are more likely to gravitate to Facebook and Instagram. Equally, putting up posters in feeder schools, rather than an email campaign, may work best for inviting prospective parents to open evenings.

Combined matrix

Once you are clear about your audiences, messages and communication channels, plotting these into a grid is a useful way of sharing the information with others who are involved in actioning your marcomms strategy and plan. It also is a useful tool to refer to when writing your plan.

Your plan

Finally, you are ready to create your plan. Under each objective, you should list the actions, timeline, and person responsible for making it happen. Your review of existing materials and past activity, SWOT and competitor analyses, USP and resources (see preparing to write your strategy) should give you a good indication of where to start and what to include. Be realistic about what you can achieve – include fewer actions but commit to doing them thoroughly and consistently. You can scale up activity as you see what works and what doesn’t. Which brings us to the final point…

Measuring impact

As with many things, it can be a challenge to measure the true impact of your marcoms strategy because of other factors that come into play.

However there are indicators you can use to help evaluate the impact of marketing activity:

•          Attendance at events

•          Enquiries from potential customers, service users or volunteers

•          Donations

•          Positive engagement on social media

•          Positive mentions in the local press

•          Visits to the website, measured through Google analytics

With online communication channels – text message, apps, email and your website – you should be able to access data on how many people have opened, downloaded, clicked and responded. If you’re unsure, check with your technology provider.

The important thing is to review regularly and tweak your plan based on what works and what doesn’t. 

When budgets are tight, spending time and resources on marketing can seem like a luxury. However, if the plan is focused and targeted, and helps to achieve your organisational objectives, it is an investment well worth making.