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Branding and Marketing.
         So What’s Customer Service
             Have To Do With It?
                    Part I
                          Presented by
                      Libby Post, President
                for Upper Hudson Library System
                        January 18, 2008




What is Branding and Marketing?
• A necessary evil for libraries?
• A comprehensive approach to conveying your
  library’s message to your target audiences




                                                  2




                                                      1
What is Customer Service?
• A waste of time since patrons come to us anyway?
• A way to increase patron use and enhance your
  library’s position in the community?




                                                     3




Working Together


                      Success!




• If you coordinate your library’s branding, marketing
  and customer service, you’re more likely to win
  more friends and build a loyal patron base
                                                     4




                                                         2
What is Branding?
• Integral part of marketing    • Emotional branding:
• Sets libraries apart from        –   Love
  other public institutions        –   Hate
• Sum total of all attitudes,      –   Hope
  perceptions and beliefs          –   Fear
  about your library            • Libraries give people hope,
                                  a sense of community, a
                                  long life of learning


                                                               5




What is Marketing?
• All activities geared to raising the identity and use of
  the library
• Libraries need to market
   – Reinforces position as an essential service for the
     community
   – Reinforces that libraries are very relevant and haven’t
     been replaced by the internet
   – Positions library to garner community support for 414s,
     referendums or other voter initiatives
                                                               6




                                                                   3
What is Customer Service?
• The way your patrons are treated
   –   How their questions are answered
   –   How valued they are when interacting with staff
   –   How they feel when they leave
   –   Whether patrons’ expectations are met or exceeded




                                                           7




What Today’s About
• Make the connection between your
  branding/marketing and your customer service
• Enable you to boost your branding, marketing and
  customer service
• Strategies to live your brand through your customer
  service



                                                           8




                                                               4
Marketing 101
• Define mission and programs
• Define audiences: children, adults, seniors, families,
  potential donors, opinion leaders, elected officials, etc.
• Examine strengths and weaknesses
• Define messages and supporting points
• Establish graphic identification—logo—and graphic
  standards
• Develop initiatives/campaigns to brand the library in the
  community as an essential service

                                                                       9




Examine your strengths &
weaknesses: SWOT session
• INTERNAL                      • EXTERNAL
                                    – Opportunities
   – Strengths
                                    – Threats
   – Weaknesses
                                • EXPLORE
• EXPLORE                           – Position of the library in the
   – People                           community
      • Staff                       – What values the library stands
                                      for in the community
      • Board
                                    – What’s important to the
      • Patrons                       community
   – Programs and Services

                                                                   10




                                                                           5
Establish logo and graphic standards

•   One logo for library
•   Vertical and Horizontal format, if necessary
•   Consistent color palette
•   Consistent typefaces
•   Graphic standards: how it is used
     – Published guidelines



                                                   11




    Organizational identification




                                                   12




                                                        6
Marketing Tools
Use each opportunity to reinforce your message and the importance
of the library—tell your story and build relationships.

•   Identity Brochure              •   Web Site
•   Newsletter                     •   Annual Reports
•   Direct Mail                    •   Displays
•   Advertising:                   •   PowerPoint presentation
    – Newspaper                    •   Speaking engagements
    – TV                           •   Flyers, Posters
    – Radio
                                   •   Campaigns

                                                                    13




Campaign Planning Questions
• What are the issues facing the   • Who are your audiences? Who
  library?                           needs to hear your message?
• What are your goals? What do     • What are your messages?
  you want to have happen?           What proof do you have to
• How will you accomplish            back them up?
  goals? What are the              • What strategy/tools will you
  objectives?                        use to get your message to
• How do you want the library to     your audiences?
  be perceived? What is your       • How well did you do?
  positioning statement?


                                                                    14




                                                                         7
Case Study: Saugerties Public Library

• Needed to raise the identity of the Library before
  asking public to vote on a $6.5 million referendum
• SWOT analysis
   – Library was important but not as important as town
     recreation activities
• Strategy
   – Triangulate recreation, make it integral to the library


                                                               15




Case Study: Saugerties Public Library

• Rebranded Library
   – New slogan
   – New look
   – New logo




                                                               16




                                                                    8
Case Study: Saugerties Public Library




                                        17




Case Study: Saugerties Public Library




                                        18




                                             9
Case Study: Saugerties Public Library




                                        19




Case Study: Saugerties Public Library




                                        20




                                             10
Case Study: Saugerties Public Library




                                        21




Case Study: Saugerties Public Library




                                        22




                                             11
Case Study: Saugerties Public Library




                                                        23




Case Study: Goshen Public Library
• Need to raise $2 million to offset cost of taxpayer
  share of $19.8 building referendum
   – Raise expectations
   – Reinforce role of library in the community
   – Make the case for a new library




                                                        24




                                                             12
Case Study: Goshen Public Library




                                    25




Case Study: Goshen Public Library




                                    26




                                         13
Case Study: Goshen Public Library




                                    27




Case Study: Goshen Public Library




                                    28




                                         14
Case Study: Goshen Public Library




                                                      29




PR as a Part of Marketing
• Pro-Active
  –   Get your message out in an “objective” medium
  –   Educate the public
  –   Establish yourself as an expert
  –   Place positive stories about issues
  –   Respond to negative stories




                                                      30




                                                           15
Defining the Media
 Print Media                     Electronic
    Dailies                         TV
    Weeklies                        Radio
    Monthlies                       Web Sites
    News Magazines                  Blogs
    Topical Magazines
    Wire services




                                                        31




Accessing the Media
• They come to you
  – Want your comment as
    expert
  – Negative story about you
• You go to them
  – Press Advisories
                               − Letters to the Editor
  – Press Releases             − OpEd Pieces/Commentary
  – Press Events               − Editorial Board Meetings

                                                        32




                                                             16
Types of Press Releases
• Informational
    – Bulleted and concise
• Media Advisories
    – Issued a few days before an event
• Media Alerts
    – Issued right before event as a reminder
• Photo Ops
• Stories
    – For smaller, local outlets

                                                33




Types of News Stories
•   Hard news
•   News feature
•   Series
•   Human Interest feature
•   Business
•   Sports
•   Editorial

                                                34




                                                     17
The First Steps
• Develop a press list
    –   Address
    –   Telephone
    –   Fax
    –   E-mail
• Find out who covers library/local news
    – Print: various editors/reporters & beats
    – TV & Radio: Assignment Editors
                                                                35




The First Steps
• Know How the Media Wants to Get Info
   – Smaller local papers (weeklies) often prefer press
     releases that are written as news articles that can be
     directly placed in their papers or minimally edited
   – Larger news outlets (dailies) prefer press releases with
     bulleted info that can be scanned for topics of interest
   – TV stations want shorter, topical stories with good
     visuals
   – Radio wants shorter, topical stories with good sound
     bites
                                                                36




                                                                     18
The First Steps
• Decide who your spokesperson is
  – Press are busy
  – Make it easy for them
  – Make sure they have your name and number(s)
• Professional look to communications
     • Printed letterhead
     • Graphics file



                                                  37




The First Steps
• Develop system of distribution based
  on media outlet preference
  – E-mail
     • Release in body of e-mail
     • Also as an attachment
  – Broadcast fax
  – Mail



                                                  38




                                                       19
The First Steps
• Revolving Media Door
   – Type of media market drives personnel turn-over
   – Keep your lists up to date
• Understand how journalists see themselves
   – Their job is to uncover and report
   – They are busy
   – Do their work for them


                                                       39




Defining Your Message in the Media
• Who is the audience
• What do you want the public to hear
• Develop talking points
   – Reinforce your perspective
   – Sound bites
   – Answer how you want to
• Integrate message into all media relations

                                                       40




                                                            20
Defining Your Message
• Talking Point Tactics: distinguish and add credibility
  to your message
   – Facts: statements that describe the way things are
   – Statistics: effective when easily understood
   – Analogy or Comparison: make statements more
     engaging
   – Authorities or Experts: adds credibility
   – Personal Experience: illustrate points

                                                          41




Defining Your Message
• Libraries are essential to the communities they
  serve
• Talking Points
   – Children come here to learn
   – Families come here to have fun
   – Seniors come here to remain active and vital




                                                          42




                                                               21
Press Release 101
• Who, what, where, when & why
• Inverted pyramid
   – Most important information upfront
   – Edit from the bottom up
• Contact information and date for release at the top
• Headline before beginning of text
• Proofread

                                                                                           43




Sample
Press Release                           50 Colvin Ave., Albany, NY 12206 518/438-2826
                               For more information                  For Release
                               Libby Post                            Immediate
                               438-2826                              January 7, 2008

 Quick Identifier             Company President Gives Workshop
 Contact Info                 For Upper Hudson Library System

                                  Libby Post, President of Communication Services,
 Headline                     will present a workshop entitled Branding and
                              Marketing: So What’s Customer Service Have to do
 Inverted pyramid style       With It? at the Hudson Valley Library System office, 28
                              Essex Street, Albany on Friday, January 18 from 9:30 to
 release                      3:30 p.m.
                                 The workshop will cover the connection between
                              branding/marketing and customer service and how
 Ending marker                building relationships with audiences enhances a
                              library’s ability to reinforce it’s message that libraries
                              are for everyone and bring value to the community.
                                                          --30--




                                                                                           44




                                                                                                22
It’s All About Relationships
• Branding/Marketing is about developing
  relationships with your audiences
• Customer Service is about developing relationship
  with your patrons
• Media relations is about developing a relationship
  with the media



                                                       45




Tips on Developing Great
Relationships with Your Media Outlets
• Be accessible: be sure the media knows when and
  how to reach you
• Be honest: credibility takes a long time to build and
  can be destroyed quickly
• Be polite: even if a reporter asks a question you
  prefer not to answer
• Provide simple, direct responses to all questions
  and plan key messages to discuss
                                                       46




                                                            23
Tips on Developing Great
Relationships with Your Media Outlets
• Don’t say “no comment”: Screams “I have
  something to hide.” Say “I don’t have an answer to
  that” or “I can’t comment on that.”
• Respect deadlines: get back to them on time, even
  if it is to tell them you don’t have the info they want
• Avoid speaking off the record or on background



                                                       47




Reporters have the right to
•   Evaluate and report the story as s/he sees it
•   Reasonable access to news sources
•   Receive timely response
•   Have deadlines and other needs respected
•   Receive concise and direct answers
•   Redirect the interview if it strays


                                                       48




                                                            24
Reporters have the right to
• Conduct follow-up inquiries, as needed, for
  clarification
• Receive available collateral material to help build
  the story
• Receive corrected information if incorrect info is
  inadvertently given
• The same kind of courtesy and respect you expect

                                                        49




You have the right to
• A measure of control over the interview
• Have advance knowledge of interview topic(s)
• Know the reporter’s identity and affiliation
• State Your Key Messages and restate when
  appropriate
• Finish responses without interruption (your answer
  should be concise and relevant)

                                                        50




                                                             25
You have the right to
• Discuss relevant topics and messages not
  specifically asked for in the interview
• Correct misinformation and misstatements during
  the interview
• Know how the interview material will be used and
  whether others are being interviewed
• Respond to allegations

                                                         51




How to Speak with the Press
• Be prepared
• Have your talking points ready
• Answer the questions the way you want to answer
  them
• If you’re called to respond to a story, you can call
  them back after preparing
• Don’t lie

                                                         52




                                                              26
How to Speak with the Press
• Print: clear, concise, a bit more depth
• Radio & TV: 30 second (or less) sound bites
   – Be prepared
   – Radio: most interviews done on phone unless there’s a
     press event of some sort
   – TV: come to you, look at reporter not camera, don’t wear
     a lot of jewelry



                                                                     53




Power of the Editorial Page
• Editorials:
   – Meet with Editorial Board, present your case
   – Send Editorial Page editor/writer information asking for supportive
     editorial
• Letters to the Editor
   – Won’t print without name
• Op Ed pieces
   – Opportunity to reach opinion leaders in the community
   – Can present your message thoughtfully, in-depth
   – 1000 words

                                                                     54




                                                                           27
Telling Your Library’s Story
•   Define your message
•   Define your audience
•   Define your tactics
•   Make it happen




                               55




                                    28

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Library branding, marketing and customer service part i

  • 1. Branding and Marketing. So What’s Customer Service Have To Do With It? Part I Presented by Libby Post, President for Upper Hudson Library System January 18, 2008 What is Branding and Marketing? • A necessary evil for libraries? • A comprehensive approach to conveying your library’s message to your target audiences 2 1
  • 2. What is Customer Service? • A waste of time since patrons come to us anyway? • A way to increase patron use and enhance your library’s position in the community? 3 Working Together Success! • If you coordinate your library’s branding, marketing and customer service, you’re more likely to win more friends and build a loyal patron base 4 2
  • 3. What is Branding? • Integral part of marketing • Emotional branding: • Sets libraries apart from – Love other public institutions – Hate • Sum total of all attitudes, – Hope perceptions and beliefs – Fear about your library • Libraries give people hope, a sense of community, a long life of learning 5 What is Marketing? • All activities geared to raising the identity and use of the library • Libraries need to market – Reinforces position as an essential service for the community – Reinforces that libraries are very relevant and haven’t been replaced by the internet – Positions library to garner community support for 414s, referendums or other voter initiatives 6 3
  • 4. What is Customer Service? • The way your patrons are treated – How their questions are answered – How valued they are when interacting with staff – How they feel when they leave – Whether patrons’ expectations are met or exceeded 7 What Today’s About • Make the connection between your branding/marketing and your customer service • Enable you to boost your branding, marketing and customer service • Strategies to live your brand through your customer service 8 4
  • 5. Marketing 101 • Define mission and programs • Define audiences: children, adults, seniors, families, potential donors, opinion leaders, elected officials, etc. • Examine strengths and weaknesses • Define messages and supporting points • Establish graphic identification—logo—and graphic standards • Develop initiatives/campaigns to brand the library in the community as an essential service 9 Examine your strengths & weaknesses: SWOT session • INTERNAL • EXTERNAL – Opportunities – Strengths – Threats – Weaknesses • EXPLORE • EXPLORE – Position of the library in the – People community • Staff – What values the library stands for in the community • Board – What’s important to the • Patrons community – Programs and Services 10 5
  • 6. Establish logo and graphic standards • One logo for library • Vertical and Horizontal format, if necessary • Consistent color palette • Consistent typefaces • Graphic standards: how it is used – Published guidelines 11 Organizational identification 12 6
  • 7. Marketing Tools Use each opportunity to reinforce your message and the importance of the library—tell your story and build relationships. • Identity Brochure • Web Site • Newsletter • Annual Reports • Direct Mail • Displays • Advertising: • PowerPoint presentation – Newspaper • Speaking engagements – TV • Flyers, Posters – Radio • Campaigns 13 Campaign Planning Questions • What are the issues facing the • Who are your audiences? Who library? needs to hear your message? • What are your goals? What do • What are your messages? you want to have happen? What proof do you have to • How will you accomplish back them up? goals? What are the • What strategy/tools will you objectives? use to get your message to • How do you want the library to your audiences? be perceived? What is your • How well did you do? positioning statement? 14 7
  • 8. Case Study: Saugerties Public Library • Needed to raise the identity of the Library before asking public to vote on a $6.5 million referendum • SWOT analysis – Library was important but not as important as town recreation activities • Strategy – Triangulate recreation, make it integral to the library 15 Case Study: Saugerties Public Library • Rebranded Library – New slogan – New look – New logo 16 8
  • 9. Case Study: Saugerties Public Library 17 Case Study: Saugerties Public Library 18 9
  • 10. Case Study: Saugerties Public Library 19 Case Study: Saugerties Public Library 20 10
  • 11. Case Study: Saugerties Public Library 21 Case Study: Saugerties Public Library 22 11
  • 12. Case Study: Saugerties Public Library 23 Case Study: Goshen Public Library • Need to raise $2 million to offset cost of taxpayer share of $19.8 building referendum – Raise expectations – Reinforce role of library in the community – Make the case for a new library 24 12
  • 13. Case Study: Goshen Public Library 25 Case Study: Goshen Public Library 26 13
  • 14. Case Study: Goshen Public Library 27 Case Study: Goshen Public Library 28 14
  • 15. Case Study: Goshen Public Library 29 PR as a Part of Marketing • Pro-Active – Get your message out in an “objective” medium – Educate the public – Establish yourself as an expert – Place positive stories about issues – Respond to negative stories 30 15
  • 16. Defining the Media Print Media Electronic Dailies TV Weeklies Radio Monthlies Web Sites News Magazines Blogs Topical Magazines Wire services 31 Accessing the Media • They come to you – Want your comment as expert – Negative story about you • You go to them – Press Advisories − Letters to the Editor – Press Releases − OpEd Pieces/Commentary – Press Events − Editorial Board Meetings 32 16
  • 17. Types of Press Releases • Informational – Bulleted and concise • Media Advisories – Issued a few days before an event • Media Alerts – Issued right before event as a reminder • Photo Ops • Stories – For smaller, local outlets 33 Types of News Stories • Hard news • News feature • Series • Human Interest feature • Business • Sports • Editorial 34 17
  • 18. The First Steps • Develop a press list – Address – Telephone – Fax – E-mail • Find out who covers library/local news – Print: various editors/reporters & beats – TV & Radio: Assignment Editors 35 The First Steps • Know How the Media Wants to Get Info – Smaller local papers (weeklies) often prefer press releases that are written as news articles that can be directly placed in their papers or minimally edited – Larger news outlets (dailies) prefer press releases with bulleted info that can be scanned for topics of interest – TV stations want shorter, topical stories with good visuals – Radio wants shorter, topical stories with good sound bites 36 18
  • 19. The First Steps • Decide who your spokesperson is – Press are busy – Make it easy for them – Make sure they have your name and number(s) • Professional look to communications • Printed letterhead • Graphics file 37 The First Steps • Develop system of distribution based on media outlet preference – E-mail • Release in body of e-mail • Also as an attachment – Broadcast fax – Mail 38 19
  • 20. The First Steps • Revolving Media Door – Type of media market drives personnel turn-over – Keep your lists up to date • Understand how journalists see themselves – Their job is to uncover and report – They are busy – Do their work for them 39 Defining Your Message in the Media • Who is the audience • What do you want the public to hear • Develop talking points – Reinforce your perspective – Sound bites – Answer how you want to • Integrate message into all media relations 40 20
  • 21. Defining Your Message • Talking Point Tactics: distinguish and add credibility to your message – Facts: statements that describe the way things are – Statistics: effective when easily understood – Analogy or Comparison: make statements more engaging – Authorities or Experts: adds credibility – Personal Experience: illustrate points 41 Defining Your Message • Libraries are essential to the communities they serve • Talking Points – Children come here to learn – Families come here to have fun – Seniors come here to remain active and vital 42 21
  • 22. Press Release 101 • Who, what, where, when & why • Inverted pyramid – Most important information upfront – Edit from the bottom up • Contact information and date for release at the top • Headline before beginning of text • Proofread 43 Sample Press Release 50 Colvin Ave., Albany, NY 12206 518/438-2826 For more information For Release Libby Post Immediate 438-2826 January 7, 2008 Quick Identifier Company President Gives Workshop Contact Info For Upper Hudson Library System Libby Post, President of Communication Services, Headline will present a workshop entitled Branding and Marketing: So What’s Customer Service Have to do Inverted pyramid style With It? at the Hudson Valley Library System office, 28 Essex Street, Albany on Friday, January 18 from 9:30 to release 3:30 p.m. The workshop will cover the connection between branding/marketing and customer service and how Ending marker building relationships with audiences enhances a library’s ability to reinforce it’s message that libraries are for everyone and bring value to the community. --30-- 44 22
  • 23. It’s All About Relationships • Branding/Marketing is about developing relationships with your audiences • Customer Service is about developing relationship with your patrons • Media relations is about developing a relationship with the media 45 Tips on Developing Great Relationships with Your Media Outlets • Be accessible: be sure the media knows when and how to reach you • Be honest: credibility takes a long time to build and can be destroyed quickly • Be polite: even if a reporter asks a question you prefer not to answer • Provide simple, direct responses to all questions and plan key messages to discuss 46 23
  • 24. Tips on Developing Great Relationships with Your Media Outlets • Don’t say “no comment”: Screams “I have something to hide.” Say “I don’t have an answer to that” or “I can’t comment on that.” • Respect deadlines: get back to them on time, even if it is to tell them you don’t have the info they want • Avoid speaking off the record or on background 47 Reporters have the right to • Evaluate and report the story as s/he sees it • Reasonable access to news sources • Receive timely response • Have deadlines and other needs respected • Receive concise and direct answers • Redirect the interview if it strays 48 24
  • 25. Reporters have the right to • Conduct follow-up inquiries, as needed, for clarification • Receive available collateral material to help build the story • Receive corrected information if incorrect info is inadvertently given • The same kind of courtesy and respect you expect 49 You have the right to • A measure of control over the interview • Have advance knowledge of interview topic(s) • Know the reporter’s identity and affiliation • State Your Key Messages and restate when appropriate • Finish responses without interruption (your answer should be concise and relevant) 50 25
  • 26. You have the right to • Discuss relevant topics and messages not specifically asked for in the interview • Correct misinformation and misstatements during the interview • Know how the interview material will be used and whether others are being interviewed • Respond to allegations 51 How to Speak with the Press • Be prepared • Have your talking points ready • Answer the questions the way you want to answer them • If you’re called to respond to a story, you can call them back after preparing • Don’t lie 52 26
  • 27. How to Speak with the Press • Print: clear, concise, a bit more depth • Radio & TV: 30 second (or less) sound bites – Be prepared – Radio: most interviews done on phone unless there’s a press event of some sort – TV: come to you, look at reporter not camera, don’t wear a lot of jewelry 53 Power of the Editorial Page • Editorials: – Meet with Editorial Board, present your case – Send Editorial Page editor/writer information asking for supportive editorial • Letters to the Editor – Won’t print without name • Op Ed pieces – Opportunity to reach opinion leaders in the community – Can present your message thoughtfully, in-depth – 1000 words 54 27
  • 28. Telling Your Library’s Story • Define your message • Define your audience • Define your tactics • Make it happen 55 28