This is a mock strategic planning presentation aimed at young advertising planners, or those who want to get in. It aims to show the thought process/provide a structure when writing planning presentations.
It's a spot of desk research allied to a bit of thinking - something designed to show how research (of many kinds) and a bit of lateral thinking can lead to an interesting brand positioning/media thinking, even for a seemingly straightforward category.
As mentioned in the presentation, it's just a starter for ten - primarily for wannabe/junior planners to read and write their own.
NB: I don't work for or on any Unilever business.
1. ‘Bringing the
sunshine back’
Some thinking for Flora.
December 2012
Sunday, 30 December 12
2. Why is this here?*
*Lots of junior planner types have asked,
over the years, about presentation
structure - this is meant as a means of
helping them.
ALSO:
*Yellow fats are the archetypal planning
‘problem’, away from more sexy products
and services. So - it’s fun to have a crack
at, given product heritage and consumer
behaviour.
FINALLY:
*I’ve purposefully not looked at too many
ads or competitor information beyond
desk research, as this is meant to show
how even simple desk research can lead to
an interesting positioning/brand idea.
Sunday, 30 December 12
3. What I’ve done:
Hung around Supermarkets for too long Conducted online conversation audits*
Read a lot Talked to my Mum
*not ‘proper’ ones
Sunday, 30 December 12
4. I’ve discovered
there are three
problems Flora
must overturn:
Business
Brand
Product
Sunday, 30 December 12
5. I’ve discovered
there are three
problems Flora
must overturn:
Business
Brand
Product
Sunday, 30 December 12
6. Premium pricing provides the market’s revenues
Revenues for the market are
driven by value sales.
People are buying less, but are
spending more; Lurpak has been
the main beneficiary.
This ‘indulgent’ behaviour has
been influenced by the
recession.
Sunday, 30 December 12
7. Indulgence, not health, is the core driver of this
Though 93% claim they buy for health
reasons, sales of health focused products
have fallen.
Despite this, the majority of new spread
product launches are health-focused, and
they’re on the rise.
Sunday, 30 December 12
8. Indulgence, not health, is the core driver of this
Though 93% claim they buy for health
reasons, sales of health focused products
have fallen.
Despite this, the majority of new spread
product launches are health-focused, and
they’re on the rise.
This is at odds with taste-led culture;
markedly, Lurpak’s value growth has been
twice that of Flora’s.
Sunday, 30 December 12
9. d ‘value race’.
ndulge nce-le
tc ompete in an i
Flora canno
d it. iness so lution.
No r shoul provid e a bus
lume sa les can
Fo cusin g on vo ents.
arget tw o segm
ally, it s hould t
Specific
Sunday, 30 December 12
10. Young families and older people offer a clear opportunity
Yellow fat buyers
59.85m
people
UK Population
buy
yellow
fats
(95% of
UK pop)
17.29m
55+s
7.6m
25-34’s
Future segments
Sunday, 30 December 12
11. Young families and older people offer a clear opportunity
Yellow fat buyers
Future growth
59.85m
people
UK Population
buy
yellow
fats
(95% of
2m new
UK pop)
5m new
families 17.29m
55+s
7.6m
25-34’s
Future segments
Sunday, 30 December 12
12. Young families and older people offer a clear opportunity
Yellow fat buyers
Future growth
The future growth in these two segments
offers an opportunity for Flora as heavy usage
declines across the sector.
59.85m
people Given lifestage/s, both have a real need to
UK Population
buy
yellow
fats
respond to its core health messaging and
(95% of
UK pop)
2m new consume more.
5m new However, given the market’s premium tastes,
families 17.29m
55+s both media spend and nuanced product
7.6m
25-34’s
messaging are vital in order to break the
‘value cycle’.
Future segments
Sunday, 30 December 12
14. I’ve discovered
there are three
problems Flora
must overturn:
Business
Brand
Product
Sunday, 30 December 12
15. Flora’s (and the margarine category’s) fortunes are
irrevocably tied to health benefits
1964: 1990’s - 2000’s:
Flora created in response Scandal over the amount of
to Doctors’ health concerns trans-fats in Margarine -
over Butter’s fat content Flora removes them.
Sunday, 30 December 12
16. Flora’s (and the margarine category’s) fortunes are
irrevocably tied to health benefits
1964: 1990’s - 2000’s: 2006 - Present
Flora created in response Scandal over the amount of Butter v Margarine debate
to Doctors’ health concerns trans-fats in Margarine - is ongoing. No one clear
over Butter’s fat content Flora removes them. viewpoint.
Sunday, 30 December 12
17. This has left the brand’s messaging confused
1964 - 1990’s 1990’s - 2000’s
Flora launches with health- ‘Heart health’ becomes a key pillar,
led messaging, the first to targeted at older consumers.
make such claims. Sponsors London Marathon.
Sunday, 30 December 12
18. This has left the brand’s messaging confused
1964 - 1990’s 1990’s - 2000’s 2007 - Present
Flora launches with health- ‘Heart health’ becomes a key pillar, Ends Marathon
led messaging, the first to targeted at older consumers. sponsorship. Mixed
make such claims. Sponsors London Marathon. messaging/promotions.
Sunday, 30 December 12
19. But Flora is still the most trusted brand in the category
TRUSTED
Lurpak
Benecol
INDULGENCE HEALTH
Clover
Country Life Anchor
UNTRUSTWORTHY
Sunday, 30 December 12
20. But Flora is still the most trusted brand in the category
TRUSTED
Flora
Lurpak
Benecol
INDULGENCE HEALTH
Clover
Country Life Anchor
UNTRUSTWORTHY
Sunday, 30 December 12
21. And its history gives it the authority to talk about health
Made in response to Multiple variants, Historic, long-term
Doctors & a wider each with different sponsorship of the
health agenda health benefits London Marathon
Sunday, 30 December 12
22. But needs to move from talking about health to
demonstrating healthy benefits
•cholesterol
Of the competition, Sales of healthy
the majority of NPD spreads fell by 6%
is health-focused from 2009-11.
Sunday, 30 December 12
23. But needs to move from talking about health to
demonstrating healthy benefits
•cholesterol
Of the competition, Sales of healthy Barclays has seen a 49%
the majority of NPD spreads fell by 6% increase in awareness since
is health-focused from 2009-11. sponsoring London’s bikes.
Sunday, 30 December 12
24. Brand:
Business: Move from talking
Increase volume (not about health in
value) amongst abstract terms to
growing, receptive demonstrating its
consumer segments benefits
Product:
Sunday, 30 December 12
25. I’ve discovered
there are three
problems Flora
must overturn:
Business
Brand
Product
Sunday, 30 December 12
26. Beyond Flora’s colour scheme, most SKUs aren’t
sufficiently differentiated
Product claim similarity O/L, butter & spreads mixed together
Sunday, 30 December 12
27. And the new formula spread is eroding trust in the brand
Sunday, 30 December 12
28. Flora must learn from other household favourites
Heinz: Weetabix:
Changed its formats to Moving from multiple
suit modern product usage (and
consumption habits, SKUs); refocusing upon
along with marketing the masterbrand
limited edition/s via positioning - ‘Fuel for
social media Big Days’
PG Tips: Walkers:
Borrowed from a Switched its focus from
beloved household new variants to
property and brought highlighting new usage
newly modernised brand occasions for crisps -
values back pairing with sandwiches
Sunday, 30 December 12
29. Flora must learn from other household favourites
Heinz:
Changed its formats to
suit modern
consumption habits,
along with marketing
limited edition/s via
social media
PG Tips: Walkers:
Borrowed from a Switched its focus from
beloved household new variants to
property and brought highlighting new usage
newly modernised brand occasions for crisps -
values back pairing with sandwiches
Sunday, 30 December 12
30. Flora must learn from other household favourites
Heinz:
Moving from multiple
Changed its formats to
suit modern product usage (and SKUs);
consumption habits, refocusing upon a
along with marketing
limited edition/s via
masterbrand positioning
social media
PG Tips: Walkers:
Borrowed from a Switched its focus from
beloved household new variants to
property and brought highlighting new usage
newly modernised brand occasions for crisps -
values back pairing with sandwiches
Sunday, 30 December 12
31. Using a central brand message to reassert core values
Healthy Ingredients Healthy Benefits
Need Satisfier Occasion Creator
Promotion-Led Brand-Led
Passivity Activity
Sunday, 30 December 12
32. Brand:
Business: Move from talking
Increase volume (not about health in
value) amongst abstract terms to
growing, receptive demonstrating its
consumer segments benefits
Product:
Return focus to
meaningful, core
product attributes
Sunday, 30 December 12
33. Brand:
Business: Move from talking
Increase volume (not about health in
Before we can value) amongst abstract terms to
growing, receptive demonstrating its
establish a consumer segments benefits
positioning, we ?
must look at Product:
what’s Return focus to
meaningful core
happening product attributes
culturally:
Sunday, 30 December 12
34. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
For the first time ever, more people are forecast to die from obesity than malnourishment.
Sunday, 30 December 12
35. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
The UK has the highest percentage of obese women in Europe. It’s forecast to double by 2030.
Sunday, 30 December 12
36. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
For the first time ever, more people will
3/10 boys and girls are classified as obese - yet the government has removed child exercise targets.
Sunday, 30 December 12
37. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
People are doing something about it. On their own. Athletics and cycling are both on the rise.
Sunday, 30 December 12
38. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
Technology now allows these ‘individual’ pursuits to be shared and socialised.
Sunday, 30 December 12
39. The positioning must respond to a clear cultural shift
that will change the dynamics of the category
However, studies have found that weight is only lost when groups of friends/family commit to it.
Sunday, 30 December 12
40. Brand:
Business: Move from talking
Increase volume (not about health in
value) amongst abstract terms to
This cultural growing, receptive
consumer segments
demonstrating its
benefits
shift leads us to
Flora spreads health
a motivating
positioning: Product:
Return focus to
meaningful core
product attributes
Sunday, 30 December 12
41. This positioning can lead to Flora disrupting the
category and differentiating itself
No brand in the category has yet allied health claims to group exercise.
Sunday, 30 December 12
42. ‘Flora Spreads Health’
Flora is committed to heart health in all its forms. Whether it’s running, cycling or
swimming, Flora will help you do the best you can.
In order to do that, Flora’s selected a series of exercise champions up and down the
country. They’ll be organising events near you, and they’re for everyone; whether
they’re your friends, children or grandparents.
But it doesn’t end there. Flora wants you to nominate an exercise champion
from your area - whether they are a regular running/cycling club member or just
someone who’s made a big difference to you.
By partnering with Sport England and the British Heart Foundation, Flora won’t stop
until the UK’s heart health is the best it’s ever been.
Sunday, 30 December 12
43. The thinking behind ‘Flora Spreads Health’
Brand Platform Flora Spreads Health
Brand Promise To make the healthiest spreads and oils in order to help people continue to live fit
and healthy lives. Flora can improve your diet and that of those around you
Brand Purpose Flora is committed to life-long heart health,helping you to live longer, whoever you are.
Flora’s products help by making regular meals that little bit healthier
Sociable Inclusive, Outgoing, Open
Brand Values Caring Thoughtful, Considerate, Engaged
Optimistic Approachable, Friendly, Cheerful
Sunday, 30 December 12
44. Tailoring communications by segment - Young families
INFORM INSPIRE ESTABLISH ENERGISE
Sunday, 30 December 12
45. Tailoring communications by segment - Young families
INFORM INSPIRE ESTABLISH ENERGISE
Use relevant
Partner with the
celebrity
Cycle to Work
spokespeople’s
scheme, offering
JAN - MAR social channels -
range on-pack
pictured running
awareness/
with ‘Flora jackets’ -
promotions
teaser content
Sunday, 30 December 12
46. Tailoring communications by segment - Young families
INFORM INSPIRE ESTABLISH ENERGISE
Use relevant
Partner with the
celebrity
Cycle to Work
spokespeople’s
scheme, offering
JAN - MAR social channels -
range on-pack
pictured running
awareness/
with ‘Flora jackets’ -
promotions
teaser content
Roll out exercise Get celebrity
Increase social Announce partnership
messaging spokespeople to
media activity with the BHF & Sport
throughout the map their favourite
amongst those England. Launch
APR - JUN range / in-store - running/cycling
celebs likely to exercise print ads, for
sending a lid will running/cycle clubs + routes (and food to
resonate with young
enter you into a GPs surgeries eat before and
families
5K/10K after)
Sunday, 30 December 12
47. Tailoring communications by segment - Young families
INFORM INSPIRE ESTABLISH ENERGISE
Use relevant
Partner with the
celebrity
Cycle to Work
spokespeople’s
scheme, offering
JAN - MAR social channels -
range on-pack
pictured running
awareness/
with ‘Flora jackets’ -
promotions
teaser content
Roll out exercise Get celebrity
Increase social Announce partnership
messaging spokespeople to
media activity with the BHF & Sport
throughout the map their favourite
amongst those England. Launch
APR - JUN range / in-store - running/cycling
celebs likely to exercise print ads, for
sending a lid will running/cycle clubs + routes (and food to
resonate with young
enter you into a GPs surgeries eat before and
families
5K/10K after)
Print codes on Invite those
Put on a Flora
each pack of interested/selected
‘Daylight Saving’ 10k
Flora for free participants for some
in cities around the
JUL - DEC pre-10k training with
celeb endorsed UK on October 27th,
exercise regime pro coaches/
with a different
(theme by SKU) dieticians. Give them
celebrity at each.
yellow Flora jackets
Sunday, 30 December 12
48. Tailoring communications by segment - Young families
INFORM INSPIRE ESTABLISH ENERGISE
Use relevant
Partner with the
celebrity
Cycle to Work
spokespeople’s
scheme, offering
JAN - MAR social channels -
range on-pack
pictured running
awareness/
with ‘Flora jackets’ -
promotions
teaser content
Roll out exercise Get celebrity
Increase social Announce partnership
messaging spokespeople to
media activity with the BHF & Sport
throughout the map their favourite
amongst those England. Launch
APR - JUN range / in-store - running/cycling
celebs likely to exercise print ads, for
sending a lid will running/cycle clubs + routes (and food to
resonate with young
enter you into a GPs surgeries eat before and
families
5K/10K after)
Print codes on Invite those
Put on a Flora
each pack of interested/selected
‘Daylight Saving’ 10k
Flora for free participants for some
in cities around the
JUL - DEC pre-10k training with
celeb endorsed UK on October 27th,
exercise regime pro coaches/
with a different
(theme by SKU) dieticians. Give them
celebrity at each.
yellow Flora jackets
Host regular events Weighted ATL
Set up ‘Got Flora,
around key cultural spend throughout
Go Further’ on and
2014 moments (a rival to key cultural
offline clubs,
ONWARDS the London moments. Pushed
partnering with
Marathon, post New mobile content at
FitBit
Years) these times.
Sunday, 30 December 12
49. Tailoring communications by segment - Older couples
INFORM INSPIRE ESTABLISH ENERGISE
Sunday, 30 December 12
50. Tailoring communications by segment - Older couples
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use relevant
Use Pro-Activ emphasising Flora’s
celebrity
packs to appeal to commitment to heart
spokespeople in
JAN - MAR an older audience health & exercise
lifestyle press,
about new heart across the range
teasing the activity/
exercise intiative ahead of the London
events
Marathon
Sunday, 30 December 12
51. Tailoring communications by segment - Older couples
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use relevant
Use Pro-Activ emphasising Flora’s
celebrity
packs to appeal to commitment to heart
spokespeople in
JAN - MAR an older audience health & exercise
lifestyle press,
about new heart across the range
teasing the activity/
exercise intiative ahead of the London
events
Marathon
Roll out exercise
messaging Announce partnership
with the BHF & Sport
throughout the
England. Launch
APR - JUN range / in-store -
exercise print ads, for
sending a lid will running/cycle clubs +
enter you into a GPs surgeries
5K/10K
Sunday, 30 December 12
52. Tailoring communications by segment - Older couples
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use relevant
Use Pro-Activ emphasising Flora’s
celebrity
packs to appeal to commitment to heart
spokespeople in
JAN - MAR an older audience health & exercise
lifestyle press,
about new heart across the range
teasing the activity/
exercise intiative ahead of the London
events
Marathon
Roll out exercise
messaging Announce partnership
with the BHF & Sport
throughout the
England. Launch
APR - JUN range / in-store -
exercise print ads, for
sending a lid will running/cycle clubs +
enter you into a GPs surgeries
5K/10K
Invite those Run ‘Flora takes
Put on a Flora you further’ TV ad/s
interested/selected
‘Daylight Saving’ 10k across the summer,
participants for some
in cities around the
JUL - DEC pre-10k training with weighting it for
UK on October 27th, Autumn/whenever
pro coaches/
with a different usage occasions
dieticians. Give them
celebrity at each. are greatest
yellow Flora jackets
Sunday, 30 December 12
53. Tailoring communications by segment - Older couples
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use relevant
Use Pro-Activ emphasising Flora’s
celebrity
packs to appeal to commitment to heart
spokespeople in
JAN - MAR an older audience health & exercise
lifestyle press,
about new heart across the range
teasing the activity/
exercise intiative ahead of the London
events
Marathon
Roll out exercise
messaging Announce partnership
with the BHF & Sport
throughout the
England. Launch
APR - JUN range / in-store -
exercise print ads, for
sending a lid will running/cycle clubs +
enter you into a GPs surgeries
5K/10K
Invite those Run ‘Flora takes
Put on a Flora you further’ TV ad/s
interested/selected
‘Daylight Saving’ 10k across the summer,
participants for some
in cities around the
JUL - DEC pre-10k training with weighting it for
UK on October 27th, Autumn/whenever
pro coaches/
with a different usage occasions
dieticians. Give them
celebrity at each. are greatest
yellow Flora jackets
Produce special
Host regular events
edition spreads/ Set up ‘Got Flora,
around key cultural Weighted ATL
packaging, Go Further’ on and
2014 moments (a rival to spend throughout
formulated for offline clubs,
ONWARDS the London key cultural
different exercise partnering with
Marathon, post New moments.
(cycling, running FitBit
Years)
etc)
Sunday, 30 December 12
54. Socialising key elements of Flora’s communications:
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use Pro-Activ & Partner with the
emphasising Flora’s
Flora’s SM to Use relevant Cycle to Work
commitment to heart
appeal to celebrity scheme, offering
JAN - MAR health & exercise
audience about spokespeople in range on-pack
across the range
new heart trade titles/SM awareness/
ahead of the London
exercise intiative promotions
Marathon
Roll out exercise Get celebrity
Increase social Announce partnership
messaging spokespeople to
media activity with the BHF & Sport
throughout the map their favourite
amongst those England. Launch
APR - JUN range / in-store - running/cycling
celebs likely to exercise print ads, for
sending a lid will running/cycle clubs + routes (and food to
resonate with young
enter you into a GPs surgeries eat before and
families
5K/10K after)
Print codes on
each pack of
Flora for free
JUL - DEC celeb endorsed
exercise regime
(theme by SKU)
Produce special
Host regular events Weighted ATL
edition spreads/
around key cultural spend throughout
packaging,
2014 moments (a rival to key cultural
formulated for
ONWARDS the London moments. Pushed
different exercise
Marathon, post New mobile content at
(cycling, running
Years) these times.
etc)
Sunday, 30 December 12
55. Socialising key elements of Flora’s communications:
INFORM INSPIRE ESTABLISH ENERGISE
Tactical print ads
Use Pro-Activ & Partner with the
emphasising Flora’s
Flora’s SM to Use relevant Cycle to Work
commitment to heart
appeal to celebrity scheme, offering
JAN - MAR health & exercise
audience about spokespeople in range on-pack
across the range
new heart trade titles/SM awareness/
ahead of the London
exercise intiative promotions
Marathon
Roll out exercise Get celebrity
Increase social Announce partnership
messaging spokespeople to
media activity with the BHF & Sport
throughout the map their favourite
amongst those England. Launch
APR - JUN range / in-store - running/cycling
celebs likely to exercise print ads, for
sending a lid will running/cycle clubs + routes (and food to
resonate with young
enter you into a GPs surgeries eat before and
families
5K/10K after)
Invite those Run ‘Flora takes
Print codes on Put on a Flora
interested/selected you further’ TV ad/s
each pack of ‘Daylight Saving’ 10k
participants for some across the summer,
Flora for free in cities around the
JUL - DEC pre-10k training with weighting it for
celeb endorsed UK on October 27th,
pro coaches/ Autumn/whenever
exercise regime with a different
dieticians. Give them usage occasions
(theme by SKU) celebrity at each.
yellow Flora jackets are greatest
Produce special
Host regular events Weighted ATL
edition spreads/ Set up ‘Got Flora,
around key cultural spend throughout
packaging, Go Further’ on and
2014 moments (a rival to key cultural
formulated for offline clubs,
ONWARDS the London moments. Pushed
different exercise partnering with
Marathon, post New mobile content at
(cycling, running FitBit
Years) these times.
etc)
Sunday, 30 December 12
56. Focusing messaging by segment
Primary role for communication:
‘Mobilise family exercise, facilitating time outdoors’
Young Families
(25-34)
‘Provide a motivating means of monitoring heart health’
Older Couples
(55+)
Sunday, 30 December 12
57. Weighting activity by segment
Channel activity:
Advertising 25%
PR & Partnerships 25%
Retail 30%
Social Media 15%
Mobile 5%
Young Families
(25-34)
Advertising 10%
PR & Partnerships 40%
Retail 40%
Social Media 5%
Mobile 5%
Older Couples
(55+)
Sunday, 30 December 12
58. Following ten key principles
HEALTH BASED MARKETING BY ITSELF IS NOT ENOUGH
1. Flora’s brand is based upon ‘heart health’, but obesity rates indicate it’s not enough to just tell people
2. Communications must always demonstrate the dual benefits of both exercising and eating Flora
3. People will not easily respond to activity aimed at them alone. Spend must be prioritised towards groups
ESTABLISH A NEW ‘PUBLISHING MODEL’ FOR MARKETING
4. Everything is media
5. Unpaid media is as (if not more) important as paid media
6. Listening is as important as doing
BE THE CHANGE YOU WANT TO SEE IN THE WORLD
7. Educate & inspire in equal measure
8. Internal behaviour change is as important as external communications - bring it to life yourself
9. Go beyond a campaign; to see the benefits from healthy living and exercising, you’ve got to be in it for the long haul
10. ‘Make friends to influence people’ - brands and government bodies involved with exercise will legitimise your activity
Sunday, 30 December 12
60. Measuring the right metrics
Young Families
(25-34)
1. Online panels (pre & post) with a mixture of
loyalists/range buyers in the age range.
2. Sales uplift v.s. previous promotional activity
(e.g. Kinect giveaway).
3. Societal measures (to be agreed with BHF, but
tentatively - cholesterol as a factor in heart
attacks pre/post).
4. Database acquisitions v.s. historical activity
5. Shares of activity/event attendance over time.
Sunday, 30 December 12
61. Measuring the right metrics
Young Families Older Couples
(25-34) (55+)
1. Online panels (pre & post) with a mixture of 1. Online panels (pre & post) with a mixture of
loyalists/range buyers in the age range. loyalists/range buyers in the age range.
2. Sales uplift v.s. previous promotional activity 2. Sales uplift v.s. previous promotional activity
(e.g. Kinect giveaway). (e.g. Kinect giveaway) for 55+s
3. Societal measures (to be agreed with BHF, but 3. Societal measures (to be agreed with BHF, but
tentatively - cholesterol as a factor in heart tentatively - cholesterol as a factor in heart
attacks pre/post). attacks pre/post).
4. Database acquisitions v.s. historical activity 4. Brand tracking scores v.s. historic marathon
activity
5. Shares of activity/event attendance over time.
Sunday, 30 December 12
62. Now - write your own. What would you do?
Sunday, 30 December 12