More and more companies are turning to video as a way to communicate with customers, vendors and the general public. Often the CEO finds him or herself front and center. What can you do to make your leader come across better on camera? Here are five tips from my work coaching on-camera performances from a wide range of national and international leaders.

Hire a makeup artist.  Often makeup is an after thought or considered to be “only powder,” but a makeup professional—one who is trained for on-camera uses, not salon or theatrical makeup—can make all the difference in how your CEO looks and feels.  He or she also has tools to keep bald pates from looking shiny, can keep shirts from wrinkling, and ties from drifting. A good makeup artist is also a conversationalist, making your leader feel more comfortable before the camera. The $600 day rate is well worth it!

Have the CEO review the script ahead of time. Often whoever has written the script will keep it from the CEO until the last moment, trying to avoid a lot of revisions or politics. The result is your on-air talent is now not fully comfortable with the copy.  This tends to lead to more mistakes and copy changes while the cameras (and dollars) are rolling. Making sure your CEO has seen the copy and is comfortable with the style of language. Making the the verbage both accurate but also conversational and easy to say out loud will be critical to your success.

Choose clothing that works for Television. If your CEO is more comfortable in shirt sleeves, don’t make him put on a jacket. If she loves wearing bold colors, bring them on. But avoid tight herringbone patterns in jackets and ties, as these can cause a “moray” or shifting of the lights and darks back and forth when they conflict with scan lines on a monitor. Shooting in High Def can minimize this, but it’s best to be safe.

Use a Teleprompter…Sometimes. If your CEO is comfortable with a teleprompter and there is a lot of copy, it’s best to use one.  Teleprompters are designed to fit over the lense of a camera so that the eye line of the individual speaking goes directly to the viewing audience. I’ve often done training sessions with teleprompters ahead of time, so leaders with less experience feel better stepping on stage and before the cameras.  If your CEO is happy with bullet points, those can also go up on a prompter.

Keep Everyone Out of the Eyeline.  Often a CEO has various press secretaries, assistants, consultants, etc. who must be present any on-camera appearance. Do your best to keep them out of his or her eye line during taping. They can often become an unintentional distraction. They can also raise the anxiety level of someone without extensive on camera experience.  A calm and focused CEO is one who comes across with confidence.

If you have a story about putting your CEO or other leadership on camera but you’d rather stay anonymous here, feel free to share them with me at amy [at] amydelouise [dot] com.

c 2010 Barbara DeLouise

Since the recent death of Steve Jobs, there has been lots of discussion about how he changed modern culture, with all of the i-things he invented. There’s also been talk, in hushed tones, as to whether or not he should have taken some of his gazillions and changed modern life through philanthropy.

The culture of Silicon Valley and the tech crowd had been pretty mute on the topic of philanthropy, until Bill and Melinda Gates stepped it up with their Foundation in 1999. And even after that, a generation of new millionaires has not been as visible on the philanthropy scene as their predecessors like Andrew Mellon and Edsel and Henry Ford. Why? (And who cares?)

This new generation of (potential) givers is more skeptical of institutions. They are more likely to give through self-organized groups like Crowdrise than through existing foundations. If they are large institutions themselves (i.e. Gates), they may defer giving until they can create their own foundation and manage it themselves.  This is not always optimal, as there are plenty of 501(c)3’s already convened and working on the ground. But it’s the new reality of “control” we all seek through electronic and social media.  A Convio survey found that website giving increases with each younger cohort so that for Gen X it is nearly equal to mail, and for Gen Y it is greater than mail. Nonprofits with websites with videos showing demonstrable impact of donor dollars have an even bigger spike with the Gen Y donor group.  And if you’re thinking, well these young folks are pretty under-employed right now and won’t be our big donors, remember they are the Big Donors of the Future. To capture this younger generation of givers, we can’t wring our hands, but instead have to engage them where they are in meaningful, hands-on philanthropy.

How is your nonprofit engaging the younger generation of givers? How much control are they seeking over how their gifts are used? Are you finding this engagement burdensome or exciting (or both)? Please share your experiences with me for more in a future post.

Fiat is not having a stellar year. Last month the Italian carmaker had its worst results since 1996.  (Of course Fiat now holds a majority stake in Chrysler, whose sales rocketed up 27% in its best September performance in 4 years. ) Clearly the European debt crisis is affecting sales. But Fiat‘s new 500 is not selling well even in the US.  And I read in my new issue of Advertising Age  that the problem is simply lack of visibility. Fiat’s Chief Marketing Officer is quoted as saying “I don’t think we have a car problem; people love the car. I think we have an awareness problem.”  Even a spot with Jennifer Lopez couldn’t jump-start sales. (bad car joke) Here’s a little behind-the-scenes clip, if you want to know how driving scenes get made

“Amy, I know you love cars,” you are thinking, “but what on earth is your point?!”

What I’m getting at is there are plenty of organizations that have wonderful products or programs that no one knows about. An Awareness Problem, just like Fiat. And they don’t have the bucks to hire J-Lo. So what can they do?

Get your fans to promote you. And help the process along. Give them a great video they can send out links to. Create a “how to” downloadable tool they can pass along (after giving you an email address for the free download). Or simply create a Twitter hashtag for a new program, service or event. That way you and your fans can promote these but also track how well they’re faring.

Design communications that suit your customers habits on many different channels. Social networks, mobile applications, and SMS are just a few of the newer ways consumers are engaging with your content. Add that to email, direct mail and e-newsletters. The trick is what kinds of content they want from each channel. Market segmentation has been around a long time. Now the mantra is content segmentation and editing so it is the right length and style for the medium.

Timing is everything – As this great infographic by KissMetrics shows, when you send info is just as important as how.

Ask questions—A short survey can help you find out how someone reached you to make that recent purchase/donation/request for more information. And it’s amazing how many organizations don’t ask their members/donors for input. That will help you make better decisions about reaching that same customer or donor again. And how to reach others.

Measure results. In my next post I will discuss some simple metrics you can use to track your success with different outreach strategies. Stay tuned…

Our family loves old movies, so we’ve been long time Netflix fans. Then came the announcement that the company was splitting its streaming and DVD services, requiring customers to conduct two separate searches for movies, have two accounts and two bills. Worse, the market anticipated Netflix would dump the DVD line soon in order to optimize streaming profits. As you have likely already heard, customers—ourselves included–weren’t pleased. Then Netflix went on to look even less user-friendly when fans discovered the Twitter handle Qwikster was already being used by a pot-smoking, foul-mouthed dude who suddenly got 500 new followers he didn’t know. Meanwhile, the tech crowd noticed that the new business had only a placeholder “coming soon” on its website.

Suddenly it wasn’t just bad customer relations, it was a social media calamity. CEO Reed Hastings wrote a mea culpa blog post this past weekend, saying the company may have misjudged in its rush to capitalize on the streaming technology. “Companies rarely die from moving too fast, and they frequently die from moving too slowly,” he wrote.  As of today, his post had more than 23,000 comments. What‘s the saying—“there’s no such thing as bad publicity”?

Oh wait, the ending of that saying is “…except your own obituary.” Let’s hope this isn’t the end of Netflix. Where am I going to get all those classic movies that don’t play on TMC?  Takeaway lesson for other companies: don’t forget to think about how your customers will interface with you, both online and in social networks. And be sure you own all possible social media renditions of your name, including a new Google+ identity, before you launch.

By Amy DeLouise and Pam Vinal

This year’s edition of the famed Zagat restaurant guide includes a brand new section titled “Food Truck Reviews.”  Gourmet food trucks that use social media tools like Twitter and Facebook to reach their customers are not new.  But recognition in the world-renowned guide proves these meals on wheels have not only created a new dining experience, but their marketing strategies are garnering even more customers.  Here are a few marketing tips we can all learn from the Food Truck craze.

Create a Customer Experience

“Happy Friday! Today we R serving lobster & shrimp rolls, whoopie pies & cool drinks near Conn & M St NW and Ballston Metro! Both start~11:30.”

This is just an example of a recent Twitter post from Red Hook Lobster DC, a gourmet food truck serving Maine lobster rolls daily to the hungry masses in Washington, DC.  Throughout the day the lobster truck will post similar updates of its whereabouts, even offering a digital map on their website. These digital tools make grabbing lunch an interactive treasure hunt instead of a mundane meal.  Customers are seeking out the food trucks, traveling to new locations, and meeting new and interesting people.  The main draw of social networking component of food truck marketing is the interactivity.  Food Trucks have found a way to use social media to create an entire experience for their customers instead of simply using the medium to push advertising on them.

Encourage Customer Participation

Too many organizations waste the community-building value of Twitter and Facebook by simply posting the same advertisements they use in all other outlets.  Social media is interactive, so make your social media campaigns interactive.  Let your customers participate in something instead of just consuming information.  Throw contests, request feedback, give them a reason to contact you.  Food Trucks have proven that if you give them the map, customers will find you.  And don’t forget to give feedback to those customers:

“Thanks to all the intrepid customers who came out today @GPBFarmMarket.”-LobsterTruckDC

Go Where Your Customers Are

Food Trucks are always on the move, and not just when they drive to different locations.  In the past several years, these traveling restaurants have continued to adopt new technologies and used social media to listen to and act on customer feedback.  One example: Food Truck Festivals.  This new trend is popping up in cities across the country.  Festivals invite all the local food trucks to one place, sell tickets in bulk, and hold contests.  The result of this collective marketing and shared venue is an expanded customer base for all participants.

Team with Other Brands

Even if your current campaign is a successful one, consider opportunities to team with other brands—yes even brands in your own space—to reach more customers collectively. If you are in a service space, offer a workshop or webinar series in which multiple companies offer expertise and share the expense and resources of a Facebook marketing campaign for the event. If you are a nonprofit, combine with related nonprofits to do and integrated fundraiser for a specific community. The goal is to maximize outreach and minimize duplicated efforts.

Excel in Your Niche

You can have a million dollar marketing campaign, but if your product isn’t good then the advertisements are not worth a dime.  The most popular Food Trucks are not your average hot dog and sandwich carts. Each  has a specialty — from crepes to Korean fare and everything in between. Although some have expanded offering a wider range of foods, each started with a niche set of high quality products.

Like the Food Trucks, social marketing is viral and has landed in some part in the customer’s hands.  Sites and Apps like Yelp and Foodspotting are based on customer-to-customer reviews.  If your customer leaves loving your product, and the experience it took to get it, then be sure that they will post that opinion.  In this social media world a happy and satisfied customer is now equal to a quality advertisement.


With Hurricane Irene bearing down on us and news stations blaring 24/7 about the states of emergency being declared all around us, my husband and I dutifully prepared. Battery backup for the sump pump-check. Backup pump-check. Sandbags around the pump hole-check. Bottled water-check. Canned food-check. Flashlights-check. Candles-check. Then we headed to the liquor store to stock up for a hurricane dinner party (hey, we live inland, we had to have some fun).

As it turned out, Irene was a flop–at least in our area. But the preparations and evacuations were reminders of the Katrina legacy.  Understandably, no one wanted to repeat those horrific scenes of people who could not be rescued for days. But how would people now respond to what now appeared to be an overblown response?

In some ways, the situation was like a real life drill, so we could see how things worked.  Did our governance structures allow for quick response? Did our communications pathways let us reach affected stakeholders quickly? I was interested to watch each mayor, governor and federal agency leader acting out their own crisis response plan.   Which made me think of the top four things organization can do to be prepared for communicating in a crisis:

1. Build multiple pathways to your customers. Be able to reach them via text, phone, cellphone or email. But boots on the ground may be necessary as well. Newark New Jersey Mayor Cory Booker actually knocked on doors to get people to evacuate. (I noticed he also responded directly to a constituent on Twitter who was worried about his mother’s loss of power and offered to go check on her.) Reinforce the pathways to vital communications by not overwhelming them with junk, or they won’t respond when you need them to. In my area, PEPCO left voicemail for customers warning them about possible power outages. This was useful. But part of the message suggested checking the PEPCO website for updates. Oops.

2. Develop a quick-response team. This may not just be top organizational leadership. It may include others who can connect to different parts of your staff or customer base.  Prepare the team on how to respond to media inquiries.  Ultimately you may bring on a crisis PR group to help, but in the initial hours your own team will need to handle the job.  One person should be the “face” of the organization if you must go on television. This was one of the big missteps during the BP oil spill crisis. For days and days, there were multiple people at the microphone, resulting in coverage that said  “who’s in charge here, anyway?”

3. People come first. Not your company/entity.  That means being as honest as possible in responses, as timely as possible, and as transparent as possible about your process for fixing the problem.  The gold standard of crisis response remains the Tylenol tampering scare of 1982. The fact that they responded quickly, put safety first, and changed their packaging were both smart moves for the brand and for the customers.

4. Maintain post-crisis communications. Tell the story of what happened, what you did about it, what you could have done better, and what worked. Giving your narrative and keeping the communications lines open after a crisis builds trust for future response. This may be some of the hardest work ahead for the folks responding to Irene. Mayor Bloomberg will have a delicate messaging job to do in the coming hours and days to ensure New Yorkers don’t roll their eyes the next time he or a future Mayor orders an evacuation. It may not matter today, but it could save future lives if he does it right.

My youngest child was extremely bummed out by yesterday’s DC earthquake. He was understandably shaken (OK, bad pun).  But more than that, he was blindsided. That’s because he’d been focused on the spate of massive storms we’d had this summer, with dramatic lightening bolts sweeping the sky.  “I knew I had to worry about big storms, mom,” he announced, “but now I’ve got to worry about earthquakes!”

The scene reminded me of many organizations I work with. Sometimes they are so focused on critical issues like personnel transitions, budget changes, and marketing challenges that they are completely blindsided when a new issue surfaces.  This is why process is so important. Which also takes me back to the earthquake. At the moment it hit, I was sitting in a creative meeting with a client and a group of animators, videographers and editors.  When we finally realized what was happening, we realized none of us knew exactly what to do. Was this the thing where you run to the basement? Stand in a doorway? Get under a desk? Run inland? Not having many earthquakes in DC, we couldn’t quite recall.  After it went on for more than 30 seconds–which is an eternity in screen-time, by the way–we decided to head out of the low office building. I read the next day in the Washington Post that FEMA atually recommends you just stay put in a low building and to get under a table, as you are more likely to be injured by falling debris or things falling off walls.  Everyone was fine, but if we’d had a process in place we might have known just what to do.

Developing process can be challenging when you are moving at a hundred miles an hour. Like changing the tire while driving. But if you can build periodic “process checks” into your organizational system, you may get a better handle on surprises. That could mean a monthly review of how you deal with new clients, what your crisis PR plan looks like, the check-points along the way to producing strong marketing materials, or the way in which your board makes decisions.  it’s a “50,000-foot” conversation that doesn’t always happen in agenda-driven meetings. If you can build just one open-ended, process-driven question into those meetings, you are on your way to better process management.

What processes do you keep tabs on, and what questions do you ask at the management and board level so that you’re not surprised by the next organizational earthquake? I’d love to hear from you!

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It’s August and time to kick-start the work of September. Many companies and boards are launching their summer retreats.  Why not make this one an “advance” on your agenda instead? Having led many such working groups, here are a few tips to making it a better experience for all.

1.      Move Out of Comfort Zones. Remember Family Systems Theory? Just like families, boards of directors and staff function according to rules (spoken and unspoken), patterns, relationships and boundaries. Creating a retreat with more interactive time and fewer presentations, mixing up people who wouldn’t otherwise sit together, and using physical spaces that allow people to connect more personally—i.e. no big long tables—can radically change the outcomes of your time spent together.

2.      Engage an Outside Facilitator. Experienced outsiders can offer a new perspective. But even more importantly, they can cut through some of the habits your group may have formed that can sometimes diminish productivity and creativity by drawing out different voices (see below) and using techniques to guide the conversation towards implementable tasks. Plus, using an outside person adds some entertainment value–it’s not the same boss/board chair/department head they are accustomed to hearing from. So this is not just self-promotional talk. (Though if you’d like to vet a project with me, please do shoot me an email at amy [at] amydelouise [dot] com!)

3.      Encourage New Voices.  Often we lean on leaders to, well, lead. They are the ones everyone looks to at the end of the meeting to say what they think or what should happen next. Not so at a retreat.  In this environment, they should hang back and allow other voices to come forward. They will get more fodder for what they ultimately need to accomplish this way.

4.      Think Out of the Box.  Use exercises that encourage your group to look beyond what they already know.  I like to use case studies from competitors, or even from industry groups or organizations in a completely different business area as a jumping off point.  I’m also a fan of giving teams different problems to solve with only certain tools they are allowed to use to solve them. The goal is creative thinking, not same thinking.

5.      Plan for Implementation. There’s nothing worse than spending the day at a workshop and finding that Absolutely Nothing Happens with all those little sticky pad notes and flip charts you filled up.  Spend a good chunk of time at the end of each day (or end of the retreat) planning how to implement the ideas and suggestions made there. Who is responsible for what? Is there a need for a small sub-group to help organize and re-distribute the information? What happens next?

Retreats are great. Advances are even better. Go for it!

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Solid branding is just as critical for nonprofits as it is in the corporate world.  A brand that is not aligned with organizational goals, principles, and donor investments, is in serious trouble. And because a re-brand can take time and dollars away from key mission, it scares people .  Nonprofits can also find re-branding daunting because it can be a deeply emotional process for donors, long-time volunteers and staff.  Here are some reasons to do a re-brand and ways to make it a productive, even exciting process.

Why Re-Brand?

1.  Your name/logo/tagline no longer reflect your true mission.

2.  No one knows what your mission is when they hear your name.

3.  You are expanding your mission and want to ensure all your external materials reflect this.

4.  You have gone from being a collection of local or regional organizations to being a national one and need a new, unified identity.

Reasons NOT to Re-Brand a Nonprofit

1. You have multiple and divergent missions that not everyone can agree on (not a re-brand issue, but a good reason to embark on a strategic planning process).

2. You’ve really messed something up (you need crisis PR and brand attention, but not necessarily a re-brand).

3. Your logo style and color is dated (this may be true, but may not be reason enough to give up the brand capital associated with it).

Okay, let’s assume you’ve gone through all the due diligence and decided it’s really time for a change. What’s involved?

A Strategic Plan for Your Brand

Branding is always an act of imagination. The question to ask if you want to re-brand is “will this help propel our mission to where we envision ourselves 10-15 years from now?”  Or, in the lingo of corporate brands, “does it help us deliver on our brand promise?”  And just as you have a multi-year road map for your organizational work, you need a strategy for your re-brand.   Here are three things to focus on in a re-brand and questions for your board and staff to consider.

1. Programs and Services.  Are they consistent with our mission/vision?

2.  Governance Structure.  Do our bylaws, board governance, and staff-board  and staff-volunteer relationships effectively support our programs and services? Do we offer a consistency of vision and goal-setting across all parts of the organization?

3.  External Signifiers. Do our name/logo/tag line/communications channels help people understand our mission, vision and value to our community?

So many organizations start a re-branding with the externals and then fail at the re-brand because the internals are still not quite in sync.

Brand Identity Touchstones

Another element to success is checking in with key constituencies.  I’m not recommending crowd-sourcing your new logo. But when considering changing any key aspect of your branding—colors, logo and/or tag line—consider these useful perspectives:

1.        Current customers/clients/donors.  Organizations that already have deep roots into social networks can use them for feedback. But it’s also good to use old-fashioned focus groups, with a trained professional to run them. However realize that all of these sources are subjective and subject to change from a variety of external pressures you can’t necessarily control.

2.       Prospective customers/clients/donors.  This one is always a bit harder to pinpoint, but a firm specializing in both quantitative and qualitative survey data can help you hone in on key sub-markets and assess the resonance of your new branding with them.

3.       Vendors.  I know, on first blush this seems odd. But as one of the people who often has to deal with people’s new logos (for multimedia/video production), I’m often struck by how they don’t work across multiple mediums.  Check in with your essential communications vendors–from printers to video producers to webmasters–and be sure that you are considering the fonts and colors that work best in their media.

As you craft your new brand vision, always come back to mission. Consider how your donors, volunteers, policymakers and the public will remain confident that you will provide the value they expect and deserve.

©2010 B. DeLouiseLast week I conducted a social media workshop at a staff retreat.  Most of the participants were using social media for at least some personal or professional use. A small percentage were very active. A couple abhorred the idea, and thought I was there to force them onto Facebook. Instead, we talked about reaching vital communities of customers and prospects who are using mobile web, various social networks, and  downloadable apps. We discussed how by sharing their expertise and building personal brands in these communities, team members could further the organization’s overall marketing and client retention goals.   Then we did an exercise looking at brands in various unrelated fields to see how they were using social media to engage customers and generate excitement.  Suddenly the room was buzzing with ideas.  The group set aside more time post-workshop for planning and execution.

The takeaway? Staff teams need support–including just plain old brainstorming time–to feel confident in supporting your brand. So, how can you help them do this?

Use the buddy system.

Many executive staff are not digital natives. They’ve heard all the hype about social media. Maybe they are tweeting or on Linked In. But they are not connecting these communities to their day-to-day goals for the company. They need specific, actionable examples of how to use each medium to promote their personal brand, their expertise as it relates to your business, and build their own contacts and communities. After initial training, one of the easiest and most cost-effective ways to support this work is by developing an in-house mentoring program, teaming experienced execs with younger staffers. The former understand your brand and customers, but need help leveraging social networks. The latter understand social media but don’t always understand effective networking or customer relations. The two can help each other.

Identify the goalposts.

Everyone loves to talk metrics. I’ve certainly talked about them plenty in other posts on this blog. But the best measurement tools are the ones your own team develops. And good measurement usually starts with good questions. What communications are most valued by current customers? How many contacts does it take to turn a prospect into a client?  What unique expertise can your team offer or curate from other reliable sources? What outcomes will determine your success? If one approach isn’t successful, what’s the next step?

Choose team captains.

To stay with the sports metaphor a moment longer, who will be the key points of contact in the organization for social interactions (and not just online ones)? Are they trained on how to respond to all kinds of feedback and queries? Are they comfortable being the face of your organization in the community? What’s the crisis response plan and what triggers it? These leaders–who by the way aren’t necessarily department heads–can also reward colleagues for innovation and creative thinking (MVP awards).

Review the 50,000 foot objectives.

Key staff are often connected to your organization through only one pathway–their department.  They need to be periodically briefed on new initiatives and the big picture about your brand promise to all of your customers. That includes the experience you promote for your own employees (i.e. the people who report to your key staff).  Everyone on the team needs to be able to easily deliver an “elevator pitch” about your firm and connect it to their own experience–why they like working there, what drew them to the business, etc.  This is where social media really shines, as employees can tweet or post a Facebook update with their own personality and perspectives.

Offer recognition.

Staff need more than their names on the masthead or business cards. They need to be publicly thanked when they do a good job of supporting your mission. When staff receive recognition for bringing their own brand to bear on yours, then others are more inclined to invest more of their time and talents connecting to the wider community.

Helping your team use new tools can sometimes be a challenge, but it’s one worth the effort. When they feel supported, the customer and the company wins.