BRAND STRATEGY INITIATIVE GOALS 1. To build awareness and recognition of UM’s attributes through development of a comprehensive brand strategy and marketing plan. 2. Through effective brand management and marketing, increase alumni engagement, receive more philanthropic and legislative support, and enhance faculty, staff and student recruitment and retention. SCOPE OF PROJECT Four Phases 1. Research and Discovery 2. Brand Positioning & Strategy 3. Creative Concepts & Brand Manual 4. Brand Communication Plan TIMELINE Jan. 31/Feb. 1 Discovery sessions on campus February Online focus groups and phone interviews March Analysis and ID of potential messaging April Surveys and analysis May Brand development June Campus workshop & tagline testing TIMELINE July Tagline testing report delivered August Creative concepts & brand manual developed and approved September Marketing plan delivered October Brand sessions and launch events TASK FORCE MEMBERS Co-Chairs: Provost Perry Brown and Beth Hammock, UM Foundation Vice President, Strategic Communications and Marketing Campus Representatives: Jean Carter, Faculty Senate Jen Gursky, President, ASUM Rick Hughes, Chair, Department of Media Arts Bill Johnston, Director, Office of Alumni Relations Rosi Keller, Associate Vice President for Administration and Finance Peggy Kuhr, Dean, School of Journalism Jed Liston, Assistant Vice President for Enrollment Services Jakki Mohr, Regents Professor, Department of Management and Marketing TASK FORCE MEMBERS Jim O’Day, Director, Intercollegiate Athletics Sharon O’Hare, Executive Director, Office for Student Success Cary Shimek, Senior News Editor, University Relations Allison Squires, Staff Senate Bill Woessner, Regents Professor, Department of Geosciences Kim Zupan, Carpentry Program, Department of Industrial Technology Community/Alumni Representatives: Mike McDonough, Retired Telecommunications Executive, UM Foundation Trustee Ginny Merriam, Public Information/Communications Director, City of Missoula Tim O’Leary, Co-Founder and CEO, R2C Group, UM Foundation Trustee Jeremy Sauter, Marketing Consultant THE CHALLENGE Average Alumni Annual Giving Rate: National Universities 61% 51% 50 % 4 1% 40 % 39% 39% 39% 39% 37% 37% 36% 35% 35% 35% 34 % 33% 33% 33% 32% 32% Princet on Dart m out h Not re Dam e Yale Harvard Duke Brow n U Penn USC MIT Em ory Colum bia Johns Hopkins W ash U St anford Rice U Chicago A uburn Brandeis Lehigh Cornell 32% 31% 31% 30 % 29% 29% 28% 28% 24 % 24 % 24 % 23% 23% 23% 23% 23% 22% 22% 22% 22% 21% Source: U.S. News & World Report, 2010 Best Colleges Rankings W ake Forest Nort hw est ern CalTech U A labam a Georgia Tech Calt ech Georget ow n Clem son Vanderbilt U Tulsa Tuft s U Virginia Bost on College U Nebraska Texas Christ ian U Dayt on U Nort h Carolina W &M Fordham Yeshiva Florida St at e 21% 20 % 20 % 20 % 20 % 19% 19% 18% 18% 18% 18% 17% 17% 17% 16% 16% 16% 16% 15% 14 % 14 % U Oklahom a Carnegie Mellon Penn St at e U Kansas BYU Tulane Case W est ern UC Sant a Barbara Syracuse U Rochest er U W ashingt on U Michigan U Florida SMU Rensselaer U Texas Purdue Ohio St at e Pit t UCLA U Illinois 9.1% The University of Montana SOURCE OF GIFTS TO UM $15.0 $12.5 Millions $10.0 $7.5 $5.0 $2.5 $0.0 2002 2003 Alumni 2004 2005 2006 Non-Alumni 2007 2008 Corp/Org 2009 2010 2011 Foundations WHY WE NEED A BRAND A brand is a set of associations evoked by a University that should be: A short cut description of the actual experience Tied to mission, vision, and objectives Positive and motivational Why we need a brand: Prospective Students: Creates an “easy choice” Alumni: Generates loyalty and word-of-mouth recommendations Parents: Results in willingness to pay higher prices Media: Insulates from negative situations Internal Audiences: Directs behavior Everyone: Enhances reputation over time Source: Carnegie Communications RETURN ON INVESTMENT: BRAND VALUE Enrollment Metrics (applications, inquiries, visits, matriculants, etc.) Student Quality Metrics (average test scores, GPA) Development Metrics (annual giving, campaign goals, alumni participation) Academic/ Research Quality Metrics (faculty/ admin recruiting, research funding, publishing) Operational efficiencies (unified/ centralized marketing materials, resources) Soft Assets (spirit, loyalty, pride, motivation, state and national prestige) Source: Carnegie Communications THE UNIVERSITY OF TEXAS AT AUSTIN “What Starts Here Changes the World” Source: Carnegie Communications THE UNIVERSITY OF TEXAS BRAND POSITIONING IDEA The University of Texas at Austin is leading the future of higher education. As a unified community, UT is creating a new vision of the public university for the next generation that will have more impact on changing the world than any institution of its kind. Source: Carnegie Communications IT’S MONTANA’S TURN Questions? Comments? Contact me: beth.hammock@mso.umt.edu or 243-4609