Marketing Strategy 2009 – 2014 Marketing Strategy 2009-2014 MARKETING STRATEGY 2009 – 2014 Table of Contents Executive Summary...................................................................................................................................... 2 Section 1 – Achieving Corporate Strategy Aims through Marketing Strategy ................................................ 3 Role and Enabling Framework .................................................................................................................. 3 Methodology and Ethics ............................................................................................................................ 3 The University’s Corporate Strategy - Making Knowledge Work 2009 -2014............................................. 3 Section 2 – Marketing Strategy – Context ..................................................................................................... 4 Marketing Strategy 2004-2009 .................................................................................................................. 4 Section 3 – Marketing Strategy 2009 -14 ...................................................................................................... 5 Vision ........................................................................................................................................................ 5 Enablers and Ways of Working..................................................................................................................... 6 Monitoring Progress .................................................................................................................................. 7 Aim 1 - Student Recruitment .................................................................................................................. 8 Aim 2 - Development and Alumni Fund Raising ................................................................................... 10 Aim 3 - Improving University and City Reputation ................................................................................ 11 Aim 4 - Positioning Research and Knowledge Transfer ....................................................................... 13 Aim 5 - Improving Student Experience and Retention .......................................................................... 14 Aim 6 - Delivering Professional Event Co-ordination............................................................................ 15 Development of Area / Function Strategic Plans ..................................................................................... 16 Executive Summary The University will pursue a marketing strategy designed to underpin specific elements of the Corporate Plan, whilst maintaining essential areas of existing communication and event activity. A market segment approach will determine overall action plans, with a key focus on recruitment of groups determined in the Corporate Plan. There will be a specific focus on Research and Knowledge Transfer which will deliver marketing strategies for the overall offering and agreed action plans for appropriate RKT Centres. Fundraising and Alumni relations will continue to feature prominently across all activity and events, and the events operation itself will be overhauled to increase university reputation and improve efficiency. Reputation of both City and University will be of paramount importance in achieving all the above through better student satisfaction, key message development, working with external partners to draw positive attention and developing strong online promotion. 2 Marketing Strategy 2009-2014 Section 1 – Achieving Corporate Strategy Aims through Marketing Strategy Role and Enabling Framework The Marketing Strategy defines the channels through which exchanges with all types of stakeholder will achieve the greatest impact to support the University in delivering its Corporate Strategy. Methodology and Ethics The Marketing Strategy will focus on the priorities established within the Corporate Strategy in applying resources and the changing communications skill-base required. The Marketing Strategy will seek to embrace and embed the Corporate Values of the University in all its activities. This will include ensuring that: all developments are achieved through briefing and consultation with the current and prospective parties involved; they are impact assessed and fit for purpose; they are both aspirational and sustainable to ensure progress towards targeted, relevant and timely outcomes. The Marketing Strategy will monitor progress and direction of all its encompassing strategies in conjunction with the targets set for Student Recruitment and Retention, Research and Knowledge Transfer, remaining alert to the developments within other University strategies and frameworks, especially the Academic Policy Framework 2009-2014 and the Research and Knowledge Transfer Strategy Raising our Ambitions 20092014. The strategy seeks to be flexible and allow for changes in the socio-political landscape. The Marketing Strategy seeks to provide accessible, timely and well informed support and guidance and ensure that policies, processes and procedures are continuously reviewed and improved in light of stakeholder feedback, reflection and best practice. The University’s Corporate Strategy - Making Knowledge Work 2009 -2014 The Strategic Aims of the University Aim 1 Aim 2 Aim 3 Aim 4 Aim 5 Aim 6 To provide all our students with a first-class learning experience and excellent employment prospects. To be a research-active University supporting high-quality research, its application and dissemination. To make knowledge work through effective knowledge transfer between the University and private, public, voluntary and community sectors. To invest in the welfare and support of our students and staff by optimising talent, increasing efficiency, developing potential and supporting well-being for all. To be outward facing, collaborating with our graduate alumni, our local and regional communities, and national and international partners. To deliver professional and customer-focused services and an appropriate and supportive infrastructure which communicates guides and governs effectively. The Corporate Values of the University Inclusive Ethical Reflective Supportive Adaptable Sustainable Value, harness and utilise the diversity of our students and staff and celebrate the benefits they bring Be open, transparent and respectful, protect freedom of thought and be a force for social change Be a learning organisation with ambition which fosters curiosity, enquiry and innovation Nurture a learning and working environment based on principles of trust, mutual respect and support Be flexible and responsive in our working practices and seek to work effectively with others Seek to be world-class and embed sustainable development within our culture 3 Marketing Strategy 2009-2014 Section 2 – Marketing Strategy – Context As the Higher Education environment features increasingly rapid and far reaching changes, as documented in the ‘Key Challenges’ report, the Comprehensive Spending Review and the Government responses to the Browne Review, so marketing communications must remain adaptable and able to respond quickly to situations that impact on the established strategy and resulting action plans. The Marketing Strategy is informed through a review of the following; 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. The Corporate Strategy Academic School plans and the shared aims contained Academic Policy Framework 2009-2014 The Research and Knowledge Transfer Strategy ‘Higher Ambitions’ previous government paper The Coalition: Our Programme for Government Student Number Targets The Internationalisation Strategy Admissions Developments The Browne Review and subsequent Government Announcements Marketing Strategy 2004-2009 The above was appropriately focussed on growth of the UG market and the targets were met. Cohort : Student Entrants: Students on first year of a course Number of students Academic Year Level 2004/05 2005/06 UG 2791 2921 PGT/R 887 905 Data from Data Centre and includes overseas students 2006/07 2007/08 3045 1075 3462 957 2008/09 3007 897 Other key areas of focus were improvements to the reputation of the University and the City of Bradford. Target 1: Responders stating “Reputation of University is good” increased from 56% in 2004 to 71% in 2005, 62% in 2006, 65% in 2007 and has been maintained at 69% in 2008 and 2009, delivering above the targeted 4% increase Target 2: Students declining due to “Reputation of City”/ “City I don’t want to be in” increased from 36% in 2004 to 41% in 2005 and 2006, 43% in 2007 decreasing back by 5% to 38% in 2008 and 2009. Since this period of activity, there has been an increased focus on: 1. 2. 3. 4. Internal Communications Events Co-ordination and management Development (Fund Raising) Additional focus on RKTS, Internationalisation, New Build, University Initiatives 4 Marketing Strategy 2009-2014 Section 3 – Marketing Strategy 2009 -14 Vision To have a widely respected academic institution with strong internal and external communication channels, running relevant and reputation-enhancing activities and delivering to successful income generating strategies through student recruitment and retention, RKTS, Development and Events. Aim 1 - Student Recruitment - To recruit quality students to agreed targets The marketing strategy will ensure the relevant marketplaces are targeted. Positioning and segmenting work will encourage better quality of entrants to align with targets. Aim 2 - Development and Alumni Fund Raising - To deliver significant growth To build a vibrant and active alumni community providing opportunities and services which will benefit our graduates personally and professionally. To enable people to support the University of Bradford through financial donations and other gifts, which will be used to extend the University’s mission to deliver high quality education and an outstanding student experience to talented individuals from all backgrounds. To establish a framework which positively encourages and facilitates financial support from individuals, grantmaking trusts, companies and any other interested organisations for strategic developments within the University in an effective and professional manner. Aim 3 - Improving University and City Reputation – To contribute to an improved reputation for both City and University Key Messages for agreed points of distinctiveness will be used to drive our national and international reputation. With the development of new media and Web 3.0, managing this important area becomes quite an art form, involving on-line monitoring and well judged intervention in addition to strong key message delivery. Working with partners on a regional and national basis activity and events will be promoted to maximise reputation building opportunities. Aim 4 - Positioning Research and Knowledge Transfer - To enhance the profile and reputation of Research and Knowledge Transfer Put Research & Knowledge Transfer at the heart of the University offer, through establishment, storage and use of agreed key messages to enable consistent communication. Support the RKT Centres of Excellence and, through the clusters, promote remaining RKT activity. Raise the profile of Researchers at the University and improve awareness of the Entrepreneurship and Business offering to students. Raise the profile of the International connections / collaborations and regional industry connections. Identify the motivators for working with the University in a B2B capacity & promote these alongside quality contributions leading to the REF. Support the delivery of events to promote an enterprise and innovation culture within the University and raise awareness as an organisation which develops young researchers. Maximise funding opportunities Aim 5 - Improving Student Experience and Retention – To contribute to the student experience and help increase retention Develop a strong working relationship with the University of Bradford Students’ Union and through them the student body. Enhancing the student experience to assist in retention is championed by the Internal Communications and the Events Co-ordination teams, working closely with the Academic Development Unit and UBU. 5 Marketing Strategy 2009-2014 Aim 6 - Delivering Professional Event Co-ordination - To deliver a robust and high profile events to enhance the University’s reputation Through the Events Working Group co-ordinate a series of policies, procedures, systems and marketing activity to deliver a robust event operation to enhance the University’s reputation further and optimise the usage of the University’s space to generate income. Enablers and Ways of Working The success of this strategy depends on the adoption of new ways of working and communicating. The Marketing, Communications and Events functional areas will deliver a series of on-line tools, guides, systems and resources to facilitate access and production of timely communications and events, using the agencies and systems available. The challenges anticipated include communicating these systems and processes effectively to the relevant communities within the University, gaining their trust and confidence in the efficacy of the systems and ease of use and monitoring the outputs to maintain standards of quality control. The tools include: 1. Content Management System - A fundamental part of the Web Action Plan for the University, generating all the University web pages into the CMS system with specific groups, across campus, assigned the responsibility for regular updating as and when any changes are made or developments announced 2. Customer Relationship Management Database – the CRM for all Alumni and Development Prospects and Donors to enable relationship building in a strategic and regulated manner can be extended to a wider group of University communities. Currently plans include RKTS, Dementia Studies and the Events Community, with further developments possible and parties alerted. 3. Events Co-ordination System – joining up current University software systems with linkages and on line development, to deliver an easily accessible venue and facilities booking service, promotional channels and delegate management 4. Market Research Tool – part of the new Market Research website this tool enables course designers to validate the case through access to relevant information stores 5. In anticipation of a course database develop Single Point of Truth (XCRi compliant) CMS course areas to house real time, accurate course information for use in a variety of marketing campaigns and material formats for all student courses 6. Brand Management System – to house all brand policies and logos, mandatory inclusions for promotional materials, copy guidelines, official ‘Key Message’ banks and marketing policies 7. Image Library - an area of the web to house all official images to be used in promotional materials, ensuring access to all promoters within the university with the essential permission and tracking tools 8. Video Bank – an area of the web where moving image files will be stored and can be accessed to enhance and update CMS web pages and communicate our profile more effectively 9. A new Marketing and Communications website to organise information and provide easy access to appropriate tools, guides, resources and systems 10. A new Events website to organise information and provide easy access to appropriate tools and systems There will be other tools developed as new media and on-line channels become the established, and regular, communication methods amongst the University communities. Adoption of these systems and embracing their use will remove outmoded reliance on old technologies and methods and ensure the University presents a vital, progressive and professional image both internally and externally, allowing the strategic aims as defined to be pursued appropriately. 6 Marketing Strategy 2009-2014 Monitoring Progress The routes through which progress will be monitored, demonstrates the need for a variety of flexible monitoring tools. The development of a new Marketing and Communications website and a new Events website will ensure current aims and progress towards them are reported regularly in a meaningful way. 7 Marketing Strategy 2009-2014 Aim 1 - Student Recruitment To recruit quality students to agreed SNC targets Objective / Target Support student recruitment Benchmark 2009 Inconsistent use of CMS and regularly updated web pages Target by 2014 Agreed protocols for online publication and maintenance How Achieved Clear information CMS updated web pages maintained by each area of operation Measured By Web checks Emerging social media presence Strategic, measured and targeted social media in place New Media presence and promotion / damage limitation Online monitoring reports Inadequate media monitoring system Better tracking system in place for online and offline media coverage Report positive off and on-line media coverage Media coverage reports Sporadic use of online channels for advertising of random courses Planned integrated annual campaigns, including SEO and online channels, events and print Online targeted campaigns for all course areas Web tracking and applications Traditional print heavy focus on comms Targeted and reduced publications with greater reliance on accessible and current information online and at events Review and refocus materials and distribution of printed information to visits and events Survey results and feedback No online lecture and seminar work properly utilized for marketing Regular Elluminate sessions and other online forums for prospects in place Development of online seminars (Elluminate) and forums in conjunction with Academic staff Participation levels and outcomes 8 Marketing Strategy 2009-2014 Objective / Target Supporting improved quality of applications Benchmark 2009 Target by 2014 How Achieved Measured By Inconsistent course information in CMS Agreed protocols for online publishing and maintenance Working into a group of representatives to ensure sufficient executive authority governing ongoing key messages development and brand/ web issues Web checks Clear course information in CMS updated web pages, with appropriate areas maintained by each Academic school Emerging new media presence Measured and targeted social media presence in place and monitored Clear information and video footage on student life in CMS updated web pages maintained by areas of operation. Online monitoring reports New Media presence and promotion / damage limitation Supporting developing areas of PGR and Employer Engagement / CPD Inadequate media monitoring system Better tracking system in place for online and offline media coverage Positive media coverage Informative media coverage reports Traditional print heavy focus on comms Targeted and reduced publications with greater reliance on accessible and current information online and at events Review and refocus materials and distribution of printed information to visits and events Survey results and feedback No definitive post graduate area on the web Accessible and informative web presence developed for postgraduate study at Bradford Clear information and video footage for the postgraduate market in CMS updated web pages, maintained by areas of operation. Web check Traditional print heavy focus on comms Targeted and reduced publications with greater reliance on accessible and current information online and at events Review and refocus materials and distribution of printed information to visits and events Survey results and feedback 9 Marketing Strategy 2009-2014 Aim 2 - Development and Alumni Fund Raising To deliver significant growth Objective / Target Raise Funds to optimize ‘Match Funding’ whilst maintaining positive affiliation to the University through Alumni and Capital / Academic Excellence Projects Benchmark 2009 £70k in donations and pledges in 2010 Target 2014 £247,500 (based on using external agency + track date / trends of success) How Achieved Annual Fund campaigns Measured By Financial Results Completion of funding submissions Reduced number of complaints £0 from major donors Capital campaigns – targets to be set on a project by project basis Development Plans Financial Results Donor and Prospect Relation management Positive Feedback Raise Future Funds through legacies £0 10 legacies pledged Legacies programme launch and support Pledges received Building fundraising capacity and understanding throughout the University No systems in place to support philanthropic giving, very low levels of understanding and acceptance, no systems to monitor any donations, no CRM system in place All senior team and key council members received fundraising training Senior Team active in fundraising Success stories All types of donation possible – legacy, payroll giving, DDs, major gifts Financial systems in place on Development web pages Financial Reports Effective CRM system with strict rules of engagement Schools and CS Liaison Co-operation All senior team donated and performing ‘the ask’ as appropriate Positive Feedback Success reporting 10 Marketing Strategy 2009-2014 Aim 3 - Improving University and City Reputation To contribute to an improved reputation for both City and University Objective / Target Improve reputation of the University Benchmark 2009 No Key messages agreed Target 2014 Agreed Key messages used repetitively and consistently in all communications How Achieved Direct the development of key messages, with reviews scheduled Measured By Survey Results Online Monitoring Number of complaints received / reported Brand development inconsistent and without controls in place Revised Brand Guidelines in use and consistent and strong brand in place Direct the development of the university brand, with reviews scheduled Active usage of brand guidelines with regular audits No broad based activity with private and public sector in City Establishment of ‘Positive Bradford’ initiative and results feeding through Repetition of key messages across internal and external communications platforms to ‘drive home’ messages and information Event delivery and reporting on and off line Sporadic events Robust calendar of University and wider City events Adoption and usage of on line tools for brand management Event delivery and reporting on and off line Overall Acceptor/Decliner feedback. University Good Reputation score 69%. Negative City scores at 38% Overall Acceptor/Decliner feedback. University Good Reputation score 74%. Negative City scores at 33% Closer working with city partners to help address negative perception of city Positive Feedback through surveys and feedback Various evaluation mechanisms in place Consistent evaluation and reporting Event management to ensure reputation upheld / awareness of key messages Positive Feedback through surveys and feedback Positive Feedback 11 Marketing Strategy 2009-2014 Objective / Target Delivering High Profile and Professional Events To support a well informed and engaged staff community who are and able and enthusiastic ambassadors for the University Benchmark 2009 First Gala Dinner established summer 2009 Target 2014 Robust calendar of targeted events How Achieved Working with colleagues and partners generate positive and well attended events Strong attendance from key groups and individuals No evaluation of internal comms performance Framework document and action plan No agreed consultation process in operation HEliX benchmark completed and reviewed every 2-3 years Measured By Number of Events Attendance of target groups Feedback Relate all priority areas to completed HEliX system and measure on going performance Internal Comms strategy 2009/10 to 2014/15 in evidence. New strategy developed for 2015-2020 Trackable emails Collecting data from website VC blog Surveys Number of complaints Suite of consultation tools in use and working effectively Raise the quality of consultations and ensure staff are aware of and take advantage of feedback processes Feedback and survey response Inconsistent news dissemination Revised internal web pages and shared best practice in ensuring all staff are covered Review of Staff briefings, suing more pod and video casts, RSS feeds etc. Survey results and feedback Email overload reported as major concern for staff Reduction in untargeted email issue and more responsible usage of email and other methods of communication Guidance and training established with best practice shared and other channels developed for optimum information dissemination and communication purposes Survey results and feedback No strategic planning of internal messages Strategic key messages agreed and reviewed throughout the years as changes occur Provide opportunities for more tailored communications Usage reports and feedback Staff report feeling feedback not used process in place Create content and channels to allow all staff to become effective University ambassadors 12 Marketing Strategy 2009-2014 Aim 4 - Positioning Research and Knowledge Transfer To enhance the profile and reputation and Research and Knowledge Transfer Objective / Target Gain national and global recognition for the RKTCs Benchmark 2009 No marketing strategy in place in 2009 Target 2014 Appropriate marketing strategy in place for ‘Research at Bradford’ as a whole and key RKTCs as appropriate How Achieved Develop marketing strategy for RKTC in conjunction with staff and in line with RKT Strategy Raising our Ambitions Measured By Action plan delivery Survey Results Online Monitoring Promotion of research to stakeholders, consumer and business markets. Generate positive research success stories across all forms of media and online Good results in press coverage but ad hoc in approach Media relations activity focused on supporting research marketing strategy Working with colleagues and partners generate positive stories and distribute them in appropriate media Number of stories Delivering High Profile and Professional Events Basic Research showcase Showcases and award events in a robust calendar UK and overseas Working with colleagues and partners generate positive, effective and well supported events Number of Events Mixed attendance Attendance Feedback Strong attendance from key groups and individuals and work pledged 13 Marketing Strategy 2009-2014 Aim 5 - Improving Student Experience and Retention To contribute to the student experience and help increase retention Objective / Target To support student well-being and enhance the student experience from perspective through effective internal communications and events co-ordination in line with Academic Policy Framework communication requirements and future developments Benchmark 2009 No sustained connection with Uni and UBU comms teams Target 2014 Strong relationship between marketing and UBU How Achieved Work with the Academic Development Unit and UBU to create internal communications environment and campaigns to encourage student participation in a variety of student activities Measured By Participation levels NSS results – 67% in 2009, 66% in 2010 NSS target – 70% IN LINE WITH Academic Policy Framework target Encourage positive completion of the NSS Survey and so affect league table scores Survey Results Operate the HEA PRES and PTES (PG Experience Surveys)in conjunction with PG marketing colleagues Encourage positive completion of the PRES /PTES surveys to generate benchmarking opportunities and key strengths First involvement in student Kapoww event Develop Kapoww as an annual programme Run continuously improved annual Kapoww event with and for students in conjunction with ADU, UBU and The Hub Online Monitoring Minimal contact with UBU Separate but complementary corporate and UBU communication channels in operation Establish stronger relations with the UBU and through them the student body Feedback from Dean of Students and UBU No PG Response mechanism in place Duplication with Campus News Number of complaints received / reported 14 Marketing Strategy 2009-2014 Aim 6 - Delivering Professional Event Co-ordination To deliver a robust and high profile events to enhance the University’s reputation Objective / Target Enable delivery of short courses from point of origin Benchmark 2009 Sporadic and various systems in place Target 2014 Co-ordinated and uniform system in place Enable the rapid response to external enquiries to deliver booked events How Achieved Create and collaborate an easy-to-operate systems for self booking of venue, facilities, promotion and delegate management, Consult and communicate this across internal users and train/ provide guidance and support Measured By Participation levels Survey Results Online Monitoring Number of complaints Feedback from users Ensure all legal requirements are covered for each event Inconsistent use of varied ‘risk ‘documentation Consistent use of uniform ‘risk’ documentation Develop on line booking form with mandatory sections to ensure observation of critical preparation for the delivery of professional events Completion levels and follow action plans Ensure awareness of the unique aspect of the University venues for a variety of events amongst key target market No overall marketing strategy for events Annual strategy in place covering all venues Development of marketing campaign to deliver on this objectives Bookings received Events completed Feedback On line Surveys Generate prospective audiences for new / repeat course delivery and contact routes Data subjects on numerous databases Data subjects on one uniform database Develop the Alumni / Development CRM database to include data subjects from previous events and other prospect databases and facilitate on line professional mailing tools CRM data subjects counts Usage of the systems Results of delegate booking and attendance Well communicated and managed event calendar No current event calendar Accessible webbased calendar of events Develop the software to ensure all services are involved and consulted to deliver for each event Delivery records of all facilities by event Develop links to the web calendar module of the CMS system to generate a real time events calendar with access to all 24/7 Accuracy and usage of web calendar Allocation of budget to deliver exposure Number of complaints 15 Marketing Strategy 2009-2014 Development of Area / Function Strategic Plans The following action plans and strategies will derive from the Marketing Strategy and will be developed in consultation with appropriate colleagues across campus: The Research and Knowledge Transfer Committee are already in existence and we are working into this group with the emerging strategy. Periodic Task Groups will be requested to work alongside the CS marketing team and other members of the marketing community to deliver on specific areas to achieve these action plans and strategies. 1. 2. 3. 4. 5. 6. 7. 8. Development and Alumni Strategy Events Working Group Action Plan Individual Academic School Marketing Action Plans Internal Communications Strategy Online and Digital Strategy Postgraduate Recruitment Strategy Research and Knowledge Transfer Marketing Strategy Undergraduate Recruitment Strategy 16