South Western Federation of Museums and Art Galleries Brief for marketing material Overview and objectives The South Western Federation of Museums and Art Galleries (SW Fed) exists to support, to share skills, ideas and experience, and represent the museums and galleries in the South West and the people who work in them. Its membership base is therefore at the core of its purpose. As part of a new business plan, it is aiming to grow its membership numbers substantially, so that it delivers more of its core purpose, so that it can generate more income (subscription, donations, sponsorship, legacies and commercial income) and operate from a more sustainable basis (employ part time contractors to undertake work in support of the volunteer Board). Targets for growth in the next three years are to increase by 32% on 2013’s total, which works out at an extra 50 individual members, 20 institutional members and 15 corporate members per year 20152017. Target audience Museum professionals. Mainly early to mid career but also targeting students, seniors and freelancers. Tend to be from a curatorial background, serious/earnest, intellectual, from MOSAIC groups Small Town Diversity, Rural Solitude, Liberal Opinions and Professional Rewards. Need to make it clear that the SW Fed is open to both accredited and non-accredited museums and museum staff engaged in any aspect of a museum’s operation, to volunteers, museum friends, retired staff and appropriate to Senior staff as well as early to mid career staff, as they are currently under-represented. It is also open to companies and individuals who supply and sell services to museums (corporate members). Identified opportunity from consultation The SW Fed is highly valued by its members, it is supported and seen as fulfilling its purpose successfully. The main reasons members value it are for being the voice of Museums, providing good communications, training, networking, being credible and long-established, cheap and regionwide yet local in delivery (of networking and training). Other valued aspects are its website, especially the job ads, a sense of belonging to an organisation, its fora and conferences, its ability to talk directly to funders and its neutrality. Providing free entry to participating museums was less valued among consultees. Institutional membership stands at 130 of around 540 potential museum and community organisations in the South West. Its current market share for institutions is therefore approx 24%. Individual market share is estimated very approximately at 2% of all staff and volunteers working in such institutions. Corporate membership stands at just 6 suppliers. Corporate members have to have worked with a museum in the South West and their membership is subject to two satisfactory references from museums in the region and approval by the Board. Being highly valued and yet having low market share make for a clear opportunity for a membership marketing campaign at this point Channel A new membership officer will be conducting membership marketing campaigns by: emailing individual contacts generated by training sessions; board contacts and suggestions; referrals from the membership; to all potential institutions; and following up with phone calls identifying decision makers in museums who circulate newsletters and developing relationships with them (suggest membership promoted in their in-house newsletters, leaflets on site/in staff rooms, meet with them regularly to establish needs, rapport and further opportunities to promote membership) running a member-get-member campaign (with possibly an incentive for the member making the referral) distributing postcards/DL leaflets promoting membership at events, conferences and training approaching the Museums Association and BaFM for a joint campaign (consider offering one year’s free trial) organising a LinkedIn campaign creating and promoting an offer for those in their fourth year of membership (eg bursaries, eg free place at the conference) investigating other opportunities for member offers and making approaches, eg to corporate members Running lapsed member campaigns on regular basis, chasing non-renewals by email/letter/phone to renew or find out why not, and feeding in results with strategic implications to the Board Messaging and tone of voice (brand guidelines) The membership offer for individuals can be summarised as professional development, training, networking events, newsletters, website, advocacy support and free entry to participating museums. In addition to staff development, institutional members also get featured on the homepage and in spotlight features and in the e-newsletter, website links and several cards for free admission for staff. See website for further detail on tone of voice www.swfed.org.uk/component/content/article/46 See Brand Guidelines Messaging should be concise, serious, professional and sell the benefits of joining clearly and in a compelling manner. See previous powerpoint presentation for membership selling document. Material required Campaign creative, strapline and key messages in two formats, one as an email and one as either a postcard or a DL leaflet, depending on length of campaign message and whether response form required, please advise. Email should have embedded links to on-line joining function and to website homepage. It should work in smartphone and tablet format as well as desktop. Email will initially be used for item 1 on list of membership officer activity and should then be easily adaptable to a member-get-member campaign, joint campaign with another similar body, lapsed member campaign, LinkedIn campaign and 4th year retention campaign. Email may also be adapted as an ad for in-house newsletters. Postcard/DL leaflet will be used in talking with institutions, at events, training sessions and distributed to larger Museum staff rooms. Print runs of 2000, 5000 and 10,000 should be quoted. Both pieces of collateral will be updated with new membership benefits/offers as they are developed over the next two years (eg access to bursaries, masterclasses, award schemes and joint purchasing initiatives) Timing First drafts by mid September 2014 Second drafts by mid October 2014. These will be tested in a focus group. Final material delivered by mid November Budget Not to exceed £1200 with full break-down of costs required. Liaison – please liaise with Vicky Dawson, Chair, vickym@dawsonheritage.co.uk 01823 274525