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Not-for-profit
branding
Maximizing chances for
success
Interbrand | Pg. 2




Not-for-profit branding
Maximizing chances for success



by Graham Hales




The prolonged period of austerity over the         That’s why, when embarking on a brand               examples. The strategic rationale should
last few years has led to an increased need        refresh, non-profit brands should be prepared       be simply articulated and disseminated
for organizations to effectively manage their      for resistance, both internally and externally.     internally and externally to all
brands as assets, keeping them relevant and        From the inside, employees, volunteers and          stakeholders prior to launch.
attractive. This is especially true for not-for-   even the core management team, such as
profit brands, which have an income that                                                              • Tailor your message: Naturally, each
                                                   finance, are likely to challenge the initiative.
is almost entirely discretionary. Indeed,                                                               stakeholder group will have different
                                                   The same it likely to occur externally with
more and more non-profit organizations                                                                  questions and concerns, all of which
                                                   donors, the general public, and the media
are thinking long and hard about how they                                                               should be anticipated and considered in
                                                   unless the benefits associated with the
present themselves to the world, frequently                                                             advance. Donors, for example, will want
                                                   changes are clearly conveyed. If the internal
resulting in dramatic changes. So what                                                                  to know how much of their money is
                                                   and external parties are not managed
does it take to make sure the brand refresh                                                             being consumed by the brand-building
                                                   carefully, such scrutiny can undermine the
is a success? And how do you get such a                                                                 activity. Meanwhile, political groups will
                                                   entire brand-building effort, reducing internal
diverse set of stakeholders to align around a                                                           want to understand what the change
                                                   commitment to the cause and generating
common vision?                                                                                          means in terms of the organization’s
                                                   negative publicity that could threaten future
                                                                                                        future focus and activities. Each audience
Success factor #1: Anticipate and manage           donations and volunteer support.
                                                                                                        should receive targeted communications
resistance                                         Practical suggestions for managing                   and support material throughout the
Brand-building initiatives, particularly among     resistance:                                          launch period.
charities, have been a subject of much             • Have a compelling story: First and
debate. Critics argue that such initiatives                                                           • Be flexible and available: One-on-
                                                     foremost, there needs to be a clear and
represent a diversion of precious funds away                                                            one meetings, seminars, workshops,
                                                     consistent logic behind the branding
from core activities and claim that branding                                                            conferences and online channels are all
                                                     activity. What are the main drivers behind
is merely an aesthetic and superficial                                                                  valid mechanisms for communicating
                                                     the change? What is at risk if you do not
undertaking. As a result, not-for-profit brands                                                         the story and rationale behind the
                                                     review your brand? What will the main
often treat branding as a cost item rather                                                              brand refresh. Each has its pros and
                                                     benefits to the organization be in the
than an investment in the organization’s                                                                cons. It is important to choose a mix of
                                                     medium-term and long-term? What will
future, based on a misunderstanding of how                                                              channels that provide full coverage of
                                                     be different? Be specific and use tangible
branding creates sustainable value.                                                                     all target groups and serve to maximize
Not-for-profit branding: Maximizing chances for success	                                                                                   Interbrand | Pg. 3




  engagement with the brand                                liked and less of the things that they didn’t     post-launch with the introduction of new
  most effectively.                                        want or like.                                     initiatives, activities and ways of working
                                                                                                             that serve to create substance in the brand’s
• Listen and respond: To cope with the                     Practical suggestions to keep loyalists on
                                                                                                             positioning. The challenge is to maintain
  plethora of questions that will surface                  your side:
                                                                                                             sufficient momentum to bring the brand
  both prior to launch and post-launch, a                  • Build on existing truths: It is imperative to
                                                                                                             promise to life. Internally and externally
  process should be established to map,                      have a clear view of what your stakeholders
                                                                                                             it needs to be seen as more than just a
  consider and respond in a timely and                       value and to demonstrate how these
                                                                                                             visual identity change. The risk of failing to
  professional manner. Some questions can                    aspects will continue to feature (and be
                                                                                                             build momentum after launch is that the
  be addressed with a generic response,                      reinforced) in the future. Communications
                                                                                                             organization is also likely to fail to live up to
  but others will need tailored answers.                     activities should reassure all parties that
                                                                                                             its new ideals and instead fall back into old,
  Managing consistency and quality of                        any change is born out of a genuine desire
                                                                                                             established working patterns. Launch day is
  response is critical, so is ensuring there’s a             to better deliver on what stakeholders
                                                                                                             not the end of the brand refresh process, but
  cross-functional team ready to anticipate                  want and need. Whereas the brand refresh
                                                                                                             in fact day one of the effort.
  and answer questions across HR,                            implies a shift in emphasis to new ideals,
  Marketing and Operations .                                 values or ways of working, a plan should be     The need to maintain momentum post-
                                                             implemented to explain the reasons in           launch is not specific to not-for-profits;
Success factor #2: Keep loyalists on your
                                                             clear terms.                                    commercial organizations face the same
side
                                                                                                             challenge. The main difference is that
Not-for-profit organizations rely on strong                • Keep an open dialogue: Internally, all
                                                                                                             in a not-for-profit context, a significant
emotional commitment to the cause                            stakeholders need to feel as though they
                                                                                                             proportion of the change will need to
from a range of stakeholders. Frequently,                    are part of the new organization; that they
                                                                                                             be enacted by volunteers who are not
trustees, employees, volunteers and donors                   are actively shaping it, rather than it being
                                                                                                             formally employed on contract. Accordingly,
provide their time, energy and commitment                    imposed on them. Having in place feedback
                                                                                                             behavioral adjustment cannot be so easily
because feel a genuine, close emotional                      mechanisms, either online, through
                                                                                                             incentivized through amendments to job
attachment to the vision and mission of the                  seminars, or even via an internal helpdesk
                                                                                                             descriptions or contracts. As a result, the job
organization. The brand encapsulates all of                  will provide them with an outlet to voice
                                                                                                             of driving cultural change becomes all the
these attributes, which is why it is critical                any concerns they may have and more
                                                                                                             more difficult.
that any change is managed in a way that                     importantly, to collect valuable insight
maintains the loyalty and support of those                   into how the brand positioning should be        For larger not-for-profits, there is often a
key stakeholders.                                            implemented in a way that maximizes their       further obstacle in that many employees
                                                             commitment. In fact, brand loyalists should     and volunteers work in remote locations,
A substantial shift, or a change of
                                                             even be encouraged (and rewarded) to blog       with limited contact with the head office
direction can disengage individuals —
                                                             on social networking sites on behalf of the     driving the change. The challenge is to
at worst causing them to re-evaluate
                                                             organization to express the great work          ensure that everybody is engaged in the
their relationship with the organization.
                                                             being done. This is a much more honest and      process, especially those working in front-
Therefore the challenge is to guide internal
                                                             convincing way to build brand advocacy.         line roles that represent the face of the
and external stakeholders (the lifeblood of
                                                                                                             organization to the outside world. Indeed,
the not-for-profit organization) through                   Success factor #3: Maintain momentum
                                                                                                             Rachel Murphy, Head of Brand Management
a journey of change. Stakeholders should                   post-launch
                                                                                                             at Shelter felt that this was one of the most
be able to see in the refreshed brand more                 Defining the organization’s brand is the first
                                                                                                             difficult concepts to grasp. She explains, “The
of the things that they always wanted and                  step in the process. The real change comes




Stakeholders should be able to see in the
refreshed bran more of the things that they
always wanted and liked and less of the
things they didn’t want or like.
Not-for-profit branding: Maximizing chances for success	                                                                                           Interbrand | Pg. 4




 Greater ownership will not
 only overcome any initial
 resistance to the change, it will
 create momentum of its own.
 absolute biggest learning is that you’ve got               volunteer and part-time workers working         Relevant Case Study
                                                                                                            The Petroc rebrand:
 to first go back to the fundamentals of what               in remote locations, who may otherwise          A case study in managing resistance, keeping loyalists and
 your brand is about and then be crystal clear              feel removed from the process.                  maintaining momentum

 with everyone that they have to live and                                                                   North Devon and East Devon Colleges provide academic and
                                                           Principles for success
 breathe the brand and all that it means. It                                                                vocational education to students from 16 upwards. Following
                                                           In brief, there are three core principles that   a merger, the newly combined institution had no overarching
 needs to be reinforced at every opportunity.”
                                                           should be followed, that will maximize the       character to help differentiate it against the region’s many
                                                                                                            competing colleges.
 Practical suggestions for maintaining                     chances of success when refreshing a not-
 momentum post-launch:                                     for-profit brand:                                To raise the profile of the new college and reposition it as
                                                                                                            a leading institution above and beyond the reach of the
 • Develop hallmarks: A hallmark is a proof-
                                                           1. Anticipate and manage resistance:             immediate region, the school decided to radically rebrand the
   point or hook that captures the essence                                                                  newly formed institution.
                                                             Anticipating, understanding and dealing
   of the brand idea. Oxfam, for instance,
                                                             with the questions and concerns that           A vision that asks for radical change is never going to be easily
   transformed its charity shops from being                                                                 accepted, so the school insisted on a collaborative process,
                                                             emerge before and during the brand
   purely second-hand stores, to points of                                                                  heavily involving the staff and students in the actual brand
                                                             review is critical. Stakeholders need to       creation.
   distribution for products originating in
                                                             be seen and used as supportive of the
   developing countries (such as jewelry,                                                                   A series of audits and interviews revealed the core strength
                                                             change, rather than as obstacles to it.        underlying both college experiences: The ability to open
   stationery and crafts). These stores are
                                                                                                            people’s eyes to the raft of opportunities out in the world. This
   a strong hallmark for the brand because                 2. Keep loyalists onside: Loyal                  insight formed the foundation for the brand: “Opening Eyes.”
   they reinforce Oxfam’s commitment to fair                 stakeholders are crucial to ongoing
                                                                                                            To ensure that the new brand remained meaningful and
   trade and the economic development of                     success and the brand refresh needs            relevant to already loyal stakeholders, the school solicited
   local communities. The City of Edinburgh                  to carefully managed, so as not to             staff, students and other stakeholders to help generate the
                                                                                                            new name in naming and language workshops.
   wanted to raise its international profile                 disengage them. Understanding what
   and chose to coincide the refresh of its                  drives commitment and keeping                  The final name selected through this collaborative process
                                                                                                            was Petroc. As the sixth Century Celtic Christian Saint, who
   brand with an international exposition.                   communications channels open with
                                                                                                            ministered in Devon and Cornwall, the name has equity
   This reflected the city’s core ethos of                   them throughout the process is essential       throughout the area – and yet, it also sounds contemporary.
   being an inspiring place to work, live and                to maintaining their support.                  It signals one single college, and coupled with a fresh and
                                                                                                            dynamic visual identity, truly helps demonstrate radical
   do business in. By establishing hallmarks
                                                           3. Maintain momentum post-launch:                change. The supergraphic, which is distilled from elements of
   that cut to the very core of the brand, be                                                               the region’s topography and colors, also redefines traditional
                                                             Momentum can be cemented behind the
   they activities, campaigns or events, you                                                                notions of Devon.
                                                             change by quickly establishing proof-
   will help stakeholders to understand what                                                                While the change created quite a stir within the local
                                                             points that capture the essence of the
   the change is really all about, signalling a                                                             community, it has ultimately proved positive. Said David
                                                             refreshed brand. Encouraging ideas             Shuttleworth, Head of External Affairs at Petroc: “Despite the
   shift from the past and building a positive
                                                             and suggestions from those involved in         extensive consultation process to developing a new name, we
   momentum for further change                                                                              were taken aback by just how ferocious the reaction would
                                                             driving the change will create buy-in and
   going forward.                                                                                           be. The biggest learning is that when it’s all kicking off, is that
                                                             ownership which will help to prevent           you have to have faith in the journey you’ve been on and hold
 •	 Engage and empower: To win the                           the effort from stalling. Remember that        the line. With hindsight it sounds easy. It’s not; but hindsight
                                                                                                            has also shown that the controversy fell away as time wore
    support and buy-in to the brand refresh                  launch day is not the end of the brand
                                                                                                            on. And what we’ve been left with is a fantastic new brand.
    effort internally, it is important to                    refresh process, but in fact day one of        We started with two wholly different colleges. Now – a year
    engage employees and volunteers in its                   the effort. ■                                  on – we are one.

    development. Co-creating initiatives,
    activities and ways of working that
    reinforce the brand idea will help to
    cement the shift. Greater ownership will
    not only overcome any initial resistance to
    the change, it will create momentum of
    its own. This is particularly important for
Graham Hales

Graham Hales is Interbrand London’s CEO.
His work for Interbrand’s top clients has
taken him across a diverse range of business
agendas, geographes and cultures.




                                               Creating and managing
interbrand.com                                            brand value
                                                                    TM

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Interbrand Not For Profit Branding

  • 2. Interbrand | Pg. 2 Not-for-profit branding Maximizing chances for success by Graham Hales The prolonged period of austerity over the That’s why, when embarking on a brand examples. The strategic rationale should last few years has led to an increased need refresh, non-profit brands should be prepared be simply articulated and disseminated for organizations to effectively manage their for resistance, both internally and externally. internally and externally to all brands as assets, keeping them relevant and From the inside, employees, volunteers and stakeholders prior to launch. attractive. This is especially true for not-for- even the core management team, such as profit brands, which have an income that • Tailor your message: Naturally, each finance, are likely to challenge the initiative. is almost entirely discretionary. Indeed, stakeholder group will have different The same it likely to occur externally with more and more non-profit organizations questions and concerns, all of which donors, the general public, and the media are thinking long and hard about how they should be anticipated and considered in unless the benefits associated with the present themselves to the world, frequently advance. Donors, for example, will want changes are clearly conveyed. If the internal resulting in dramatic changes. So what to know how much of their money is and external parties are not managed does it take to make sure the brand refresh being consumed by the brand-building carefully, such scrutiny can undermine the is a success? And how do you get such a activity. Meanwhile, political groups will entire brand-building effort, reducing internal diverse set of stakeholders to align around a want to understand what the change commitment to the cause and generating common vision? means in terms of the organization’s negative publicity that could threaten future future focus and activities. Each audience Success factor #1: Anticipate and manage donations and volunteer support. should receive targeted communications resistance Practical suggestions for managing and support material throughout the Brand-building initiatives, particularly among resistance: launch period. charities, have been a subject of much • Have a compelling story: First and debate. Critics argue that such initiatives • Be flexible and available: One-on- foremost, there needs to be a clear and represent a diversion of precious funds away one meetings, seminars, workshops, consistent logic behind the branding from core activities and claim that branding conferences and online channels are all activity. What are the main drivers behind is merely an aesthetic and superficial valid mechanisms for communicating the change? What is at risk if you do not undertaking. As a result, not-for-profit brands the story and rationale behind the review your brand? What will the main often treat branding as a cost item rather brand refresh. Each has its pros and benefits to the organization be in the than an investment in the organization’s cons. It is important to choose a mix of medium-term and long-term? What will future, based on a misunderstanding of how channels that provide full coverage of be different? Be specific and use tangible branding creates sustainable value. all target groups and serve to maximize
  • 3. Not-for-profit branding: Maximizing chances for success Interbrand | Pg. 3 engagement with the brand liked and less of the things that they didn’t post-launch with the introduction of new most effectively. want or like. initiatives, activities and ways of working that serve to create substance in the brand’s • Listen and respond: To cope with the Practical suggestions to keep loyalists on positioning. The challenge is to maintain plethora of questions that will surface your side: sufficient momentum to bring the brand both prior to launch and post-launch, a • Build on existing truths: It is imperative to promise to life. Internally and externally process should be established to map, have a clear view of what your stakeholders it needs to be seen as more than just a consider and respond in a timely and value and to demonstrate how these visual identity change. The risk of failing to professional manner. Some questions can aspects will continue to feature (and be build momentum after launch is that the be addressed with a generic response, reinforced) in the future. Communications organization is also likely to fail to live up to but others will need tailored answers. activities should reassure all parties that its new ideals and instead fall back into old, Managing consistency and quality of any change is born out of a genuine desire established working patterns. Launch day is response is critical, so is ensuring there’s a to better deliver on what stakeholders not the end of the brand refresh process, but cross-functional team ready to anticipate want and need. Whereas the brand refresh in fact day one of the effort. and answer questions across HR, implies a shift in emphasis to new ideals, Marketing and Operations . values or ways of working, a plan should be The need to maintain momentum post- implemented to explain the reasons in launch is not specific to not-for-profits; Success factor #2: Keep loyalists on your clear terms. commercial organizations face the same side challenge. The main difference is that Not-for-profit organizations rely on strong • Keep an open dialogue: Internally, all in a not-for-profit context, a significant emotional commitment to the cause stakeholders need to feel as though they proportion of the change will need to from a range of stakeholders. Frequently, are part of the new organization; that they be enacted by volunteers who are not trustees, employees, volunteers and donors are actively shaping it, rather than it being formally employed on contract. Accordingly, provide their time, energy and commitment imposed on them. Having in place feedback behavioral adjustment cannot be so easily because feel a genuine, close emotional mechanisms, either online, through incentivized through amendments to job attachment to the vision and mission of the seminars, or even via an internal helpdesk descriptions or contracts. As a result, the job organization. The brand encapsulates all of will provide them with an outlet to voice of driving cultural change becomes all the these attributes, which is why it is critical any concerns they may have and more more difficult. that any change is managed in a way that importantly, to collect valuable insight maintains the loyalty and support of those into how the brand positioning should be For larger not-for-profits, there is often a key stakeholders. implemented in a way that maximizes their further obstacle in that many employees commitment. In fact, brand loyalists should and volunteers work in remote locations, A substantial shift, or a change of even be encouraged (and rewarded) to blog with limited contact with the head office direction can disengage individuals — on social networking sites on behalf of the driving the change. The challenge is to at worst causing them to re-evaluate organization to express the great work ensure that everybody is engaged in the their relationship with the organization. being done. This is a much more honest and process, especially those working in front- Therefore the challenge is to guide internal convincing way to build brand advocacy. line roles that represent the face of the and external stakeholders (the lifeblood of organization to the outside world. Indeed, the not-for-profit organization) through Success factor #3: Maintain momentum Rachel Murphy, Head of Brand Management a journey of change. Stakeholders should post-launch at Shelter felt that this was one of the most be able to see in the refreshed brand more Defining the organization’s brand is the first difficult concepts to grasp. She explains, “The of the things that they always wanted and step in the process. The real change comes Stakeholders should be able to see in the refreshed bran more of the things that they always wanted and liked and less of the things they didn’t want or like.
  • 4. Not-for-profit branding: Maximizing chances for success Interbrand | Pg. 4 Greater ownership will not only overcome any initial resistance to the change, it will create momentum of its own. absolute biggest learning is that you’ve got volunteer and part-time workers working Relevant Case Study The Petroc rebrand: to first go back to the fundamentals of what in remote locations, who may otherwise A case study in managing resistance, keeping loyalists and your brand is about and then be crystal clear feel removed from the process. maintaining momentum with everyone that they have to live and North Devon and East Devon Colleges provide academic and Principles for success breathe the brand and all that it means. It vocational education to students from 16 upwards. Following In brief, there are three core principles that a merger, the newly combined institution had no overarching needs to be reinforced at every opportunity.” should be followed, that will maximize the character to help differentiate it against the region’s many competing colleges. Practical suggestions for maintaining chances of success when refreshing a not- momentum post-launch: for-profit brand: To raise the profile of the new college and reposition it as a leading institution above and beyond the reach of the • Develop hallmarks: A hallmark is a proof- 1. Anticipate and manage resistance: immediate region, the school decided to radically rebrand the point or hook that captures the essence newly formed institution. Anticipating, understanding and dealing of the brand idea. Oxfam, for instance, with the questions and concerns that A vision that asks for radical change is never going to be easily transformed its charity shops from being accepted, so the school insisted on a collaborative process, emerge before and during the brand purely second-hand stores, to points of heavily involving the staff and students in the actual brand review is critical. Stakeholders need to creation. distribution for products originating in be seen and used as supportive of the developing countries (such as jewelry, A series of audits and interviews revealed the core strength change, rather than as obstacles to it. underlying both college experiences: The ability to open stationery and crafts). These stores are people’s eyes to the raft of opportunities out in the world. This a strong hallmark for the brand because 2. Keep loyalists onside: Loyal insight formed the foundation for the brand: “Opening Eyes.” they reinforce Oxfam’s commitment to fair stakeholders are crucial to ongoing To ensure that the new brand remained meaningful and trade and the economic development of success and the brand refresh needs relevant to already loyal stakeholders, the school solicited local communities. The City of Edinburgh to carefully managed, so as not to staff, students and other stakeholders to help generate the new name in naming and language workshops. wanted to raise its international profile disengage them. Understanding what and chose to coincide the refresh of its drives commitment and keeping The final name selected through this collaborative process was Petroc. As the sixth Century Celtic Christian Saint, who brand with an international exposition. communications channels open with ministered in Devon and Cornwall, the name has equity This reflected the city’s core ethos of them throughout the process is essential throughout the area – and yet, it also sounds contemporary. being an inspiring place to work, live and to maintaining their support. It signals one single college, and coupled with a fresh and dynamic visual identity, truly helps demonstrate radical do business in. By establishing hallmarks 3. Maintain momentum post-launch: change. The supergraphic, which is distilled from elements of that cut to the very core of the brand, be the region’s topography and colors, also redefines traditional Momentum can be cemented behind the they activities, campaigns or events, you notions of Devon. change by quickly establishing proof- will help stakeholders to understand what While the change created quite a stir within the local points that capture the essence of the the change is really all about, signalling a community, it has ultimately proved positive. Said David refreshed brand. Encouraging ideas Shuttleworth, Head of External Affairs at Petroc: “Despite the shift from the past and building a positive and suggestions from those involved in extensive consultation process to developing a new name, we momentum for further change were taken aback by just how ferocious the reaction would driving the change will create buy-in and going forward. be. The biggest learning is that when it’s all kicking off, is that ownership which will help to prevent you have to have faith in the journey you’ve been on and hold • Engage and empower: To win the the effort from stalling. Remember that the line. With hindsight it sounds easy. It’s not; but hindsight has also shown that the controversy fell away as time wore support and buy-in to the brand refresh launch day is not the end of the brand on. And what we’ve been left with is a fantastic new brand. effort internally, it is important to refresh process, but in fact day one of We started with two wholly different colleges. Now – a year engage employees and volunteers in its the effort. ■ on – we are one. development. Co-creating initiatives, activities and ways of working that reinforce the brand idea will help to cement the shift. Greater ownership will not only overcome any initial resistance to the change, it will create momentum of its own. This is particularly important for
  • 5. Graham Hales Graham Hales is Interbrand London’s CEO. His work for Interbrand’s top clients has taken him across a diverse range of business agendas, geographes and cultures. Creating and managing interbrand.com brand value TM