Brand Positioning Development Workshop Sample Materials March 2009 Page 2 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 3 Workshop Overview – Workshop Objectives The primary objective today is to brainstorm brand positioning options for our brand to be tested with target audiences As a means to reach this objective, we will also: – Reach a common understanding of brand positioning, its purpose, and what makes it successful – Confirm the current customer, market, competitive and business analysis as an input into brand positioning development – Consider future trends and potential scenarios that may influence our market and customers Page 4 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 5 Brand Positioning Overview – Brand exercise Everyone think of their favorite brand/a brand that they are loyal to: – Why is it your favorite/why are you loyal? – How much would the price have to go up before you switch? – What would need to happen other than a price increase to get you to change? Page 6 A Brand is: Built by the sum of all interactions between a product, service or company and its key stakeholders A relationship based on past experience and future expectations Defined by functional and emotional benefits Intended to influence customer behavior An asset that must be actively managed Brand Positioning Overview – Brand Definition Brands are not optional – whether or not you choose to manage them isBrands are not optional – whether or not you choose to manage them is Page 7 Brand Equity Time • Bridge between existing reality & desired state • Aspirational brand associations • Ideal experience customers should have with the company & offerings • Current customer perceptions EmployeeEngagement MarketingStrategy Current Brand Image Brand Positioning Aspirational Brand CustomerExperience Brand Positioning Overview – Brand Management Since brands are not only what we say but also what we do, brand strategy needs to balance our aspirational goals with a recognition of capabilities Page 8 The following is the positioning framework HawkPartners recommends using to define a brand positioning FRAME OF REFERENCE The category of products/services/companies that the brand exists within TARGET The specific stakeholder(s) that the brand is targeting WHAT IT DOES How we define the brand’s unique capabilities and approach to delivering benefits WHAT IT DELIVERS The benefits the brand delivers to target audiences REASONS TO BELIEVE The tangible things the brand can point to that prove that it can consistently deliver on its promise Brand Positioning Overview – Brand Positioning Framework WORKSHOPFOCUS Page 9 Brand Positioning Overview – How Brand Positioning is Used A brand positioning should be used… A brand positioning should NOT be used… As a central reference tool to guide consistent marketing and communications To convey the essence of the product, as well as its tone, manner and personality To convey the value of the product to diverse audiences Literally in marketing and communications – it is merely a basis for ideas and messages To guide behavior, although it may inform actions and potential service ideas Brand positioning is one piece of a bigger marketing and communications effort Page 10 Brand Positioning Overview – Evaluating Brand Positioning Relevant Distinct Credible Benefit-Driven Strategically Aligned Addresses a relevant need valued by customers Promises something that the product can deliver Explains the functional/emotional benefits of the product vs. just the product attributes Is different from other products in its category Considers the long-term product strategy, as well as the corporate and related product direction and desired meaning A good brand positioning is… Page 11 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 12 Brand Analysis and Implications – Key Topics Brand Analysis Topics Market Opportunity – Market size and dynamics – Growth and other trends – Future state scenarios Target Audience – Key roles/segments and influence – Drivers of preference and decision-making – Key needs (met and unmet) Current Brand Assets – Current awareness, consideration and preference – Current perceptions – Potential strengths and weaknesses Competitive Overview – Current competitor perceptions – Perceived strength/weaknesses – Potential future development/direction Relevant Distinct Credible Benefit-Driven Brand Positioning Criteria Strategically Aligned Relevant Benefit-Driven The Brand Analysis provides a common fact base to help fuel positioning ideas ANALYSIS (15 – 20 PAGES) CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND Page 13 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 14 Target Audience Benefits Laddering – Example Audience needs should cover those that are both category specific and more broad Maslow’s Hierarchy of Needs Functional Attributes (Most Advanced Technology) Functional Benefits (Fastest and Easiest to Use) Emotional Benefits (Pioneering ) Self-Expressive Benefits (I’m on the Cutting Edge) Sample Benefits Hierarchy Page 15 Target Audience Benefits Laddering – Brainstorm Benefits Attribute 3Attribute 2Attribute 1 Attribute 4 Functional Attributes Functional Benefits Emotional/Self- ExpressiveBenefits What are the functional and emotional needs of target audiences that go beyond the product/service features? – What day to day challenges are we helping them overcome? – What are they ultimately striving to achieve? Attribute 8Attribute 7Attribute 6 Attribute 9 Attribute 10 Attribute 11 Attribute 5 ATTRIBUTES CUSTOMIZED BASED ON SPECIFIC CLIENT BRAND Page 16 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 17 Positioning Concept Brainstorming – Break-out group assignment Breakout Group Objective: Develop 5+ preliminary positioning concepts with the following questions in mind: – What is the essence of the positioning concept, and what are the desired brand associations? – How does the positioning address the broad emotional and category-relevant needs? – Which attributes and benefits best support the concept (reasons-to-believe)? SPECIFIC BRAINSTORMING AREAS CUSTOMIZED TO CLIENT NEEDS Page 18 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 19 Positioning Concept Playback – Regroup Exercises Playback Per group, briefly introduce each developed (~15 minutes each) Consolidation Together, discuss similarities among concepts and collapse/reorganize Prioritization Individually, vote for positioning concepts considered most promising (relevant, compelling, distinct, credible, etc.) Page 20 Workshop Agenda Workshop Overview 9:00 – 9:15 Brand Positioning Overview 9:15 – 10:00 Brand Analysis and Implications 10:00 – 10:45 Break 10:45 – 11:00 Target Audience Benefits Laddering 11:00 – 11:30 Positioning Concept Brainstorming (Breakout Groups) 11:30 – 12:30 Break 12:30 – 1:00 Positioning Concept Playback/Discussion 1:00 – 2:00 Concept Consolidation and Prioritization 2:00 – 2:30 Break 2:30 – 2:45 Building on Preliminary Ideas 2:45 – 3:30 Wrap-up and Next Steps 3:30– 4:00 Page 21 Building on Preliminary Ideas – Personification Exercise The purpose of this exercise is to further define and distinguish preliminary concepts from one another, as well as from competitor brands What person, place, or thing best embodies or personifies the concept? Why? – Celebrity – Sports Figure – Movie/TV Character – Historical Figure – Superhero – Fictional Character How would you embody our key competitors along that same dimension? Why? EXERCISE CUSTOMIZED TO RELEVANT CLIENT EXAMPLES Page 22 Building on Preliminary Ideas – Spectrum Exercise Potential Positioning Dimensions Narrow FocusBroad Focus Emotional Benefits Functional Benefits Long-term Impact Short Term Impact Power SafeStrong Timing Audience Coverage Benefits Others??? The purpose of this exercise is to ensure a broad range of ideas have been explored SPECTRUMS CUSTOMIZED BASED ON KEY TARGET AUDIENCE FACTORS