Chevron Endorsement Chevron Endorsement Section 6 Chevron Endorsement 6.1 Introduction 6.2 Why Communicate Connections between Corporate and Marketing Brands? 6.3 6.3A 6.3B 6.3C 6.3D 6.3E Key Principles for Communicating Connections Schematic by Audience Segment: Key Influentials Schematic by Audience Segment: Community Schematic by Audience Segment: Recruits Schematic by Audience Segment: Employees Schematic by Audience Segment: Downstream Business to Business Customers 6.4 6.4A 6.4B Chevron Human Energy Tagline Usage Usage Checklist 6.5 Collateral Applications 6.6 6.6A 6.6B Clear Space and Minimum Size Chevron Hallmark Chevron Human Energy Tagline Introduction 6.1 The Challenge The current brand architecture strategy is based on two objectives: • Build Chevron into a globally recognised and admired company • Take advantage of the well-recognised Texaco and Caltex consumer marketing brands to maximise downstream sales However, this asymmetrical architecture leaves an important gap in the middle part of the spectrum (employees, community and key influentials), especially in overseas markets where Chevron has little or no downstream marketing presence or history. This gap has limited Chevron's ability to build its awareness, reputation, and advocacy with these important audiences. The following guidelines show permissible variations. Please note, we never reproduce the Chevron and Caltex logos together. Please check with Brand COF or Regional PCPA for guidance. Objectives Chevron's strategy is to leverage connections between the corporate (Chevron) and marketing (e.g. Caltex and Texaco) brands to the greater benefit of the enterprise, with: • Increased awareness, reputation and advocacy of the Chevron corporate brand among key influentials • Increased brand awareness, strength and value for the Chevron corporate brand in regions where it's not currently well known • Increased ability to hire and retain employees, especially in legacy Texaco and Caltex markets Audiences of Focus The following audiences are the focal points for connections: 1. Key Influentials - anyone with a role in shaping public opinion or policy (e.g., media, lawmakers, lobbyists, pundits, analysts) 2. Community - collective members of a local community; citizens who live and work in the areas in which we operate 3. Recruits - any potential employee of Chevron Corporation, including service station recruits 4. Employees - every member of the global Chevron team 5. Business to Business Customers - customers with whom we do business (customers of Global Gas, Global Lubricants, etc.) 6. Retail or Lubricants Consumers - consumers who buy and use our products Why Communicate Connections between Corporate and Marketing Brands? 6.2 Connections can leverage both corporate and marketing brands to the greater benefit of the enterprise, increasing the overall stature, brand equity and reputation. Corporate brand Corporate brand provides: • Global stature • Quality assurance • Innovation capabilities • World-class, integrated solutions and technologies • Human Energy positioning (not for use by marketing brands) • Financial resources Connection benefit to the enterprise: • Increased awareness and advocacy of the Chevron brand among key influentials • Increased brand awareness, strength and value for the Chevron brand in regions where it's not currently well known • Increased ability to hire and retain employees, especially in legacy Texaco and Caltex markets Marketing brands *CSRQ + 1 = Clean, Safe, Reliable, Quality + ‘Respectfully helpful’. Marketing brand provides: • Emotional connection • Local and regional awareness, heritage • Global footprint • CSRQ + 1 brand equity* • "Proof point" to Chevron's commitment to the market • Improved financial performance Key Principles for Communicating Connections 6.3 Communicating connections between the corporate and downstream marketing brands are based on the following principles: 1. In specific market situations and with specific audiences, connections between the corporate and downstream marketing brands can be communicated in order to increase the stature, brand equity and reputation of the enterprise. 2. Connections between the corporate and downstream marketing brands can be made if the potential benefit to the enterprise outweighs or balances the potential risk to the enterprise. 3. Connections can be made in all market situations for which there are mid-to long-term intentions to maintain or increase both the corporate and downstream marketing brands' awareness, reputation and advocacy. An exception occurs in markets where a withdrawal of the downstream marketing brand is likely in the short term. 4. Any communication of connections between corporate and downstream marketing brands needs to be based on a clear, approved communication hierarchy and key messages, depending on the specific audience being addressed, understanding that in some cases, these audiences overlap. Key Principles for Communicating Connections (cont’d) 6.3 When developing marketing materials or communications tools that show connections between the corporate brand and the downstream marketing brands, please adhere to a few basic standards: 1. The marketing examples (called schematics) in these guidelines are to be followed only when a connection is being made. If/when your marketing piece features only the corporate brand or only a downstream marketing brand, and no connection between the two is made, continue to follow current branding standards. 2. Always consult the Human Energy decision-tool to determine whether your marketing piece should feature the Human Energy tagline. 3. Always consult the Connections Messaging chart for correct wording for copy points for all marketing materials which make a connection between the corporate and downstream marketing brands. 4. Never make a connection between corporate and downstream marketing brands by placing separate logo art side-by-side. Approved alternative ways of illustrating connections are shown in the following schematics. Connections between the corporate and marketing brands need to be based on a clear communication hierarchy, depending on the primary audience being addressed. How to decide which brand to use? Connections between the corporate and marketing brands need to be based on a clear communication hierarchy, depending on the primary audience being addressed. 1) Primary Audience Which is the intended primary audience for your communication initiative? 2) Corporate vs. Marketing Brand Which brand should you use based on the primary audience? 3) Connection Do you wish to create a connection between corporate and marketing brands? 5) How to develop the right solution Solution examples by audience 4) Communication Hierarchy What is the resulting communication hierarchy you should use for your communication initiative? - Downstream Business to Business Customers Solution Examples Downstream Business to Business Customers Leads to correct solution schematics and key messaging - Key Influentials Solution Examples Key Influentials Leads to correct solution schematics and key messaging - Community Solution Examples Community (Corp Brand Dominant) Leads to correct solution schematics and key messaging - Recruits - Employees Solution Examples Recruits & Employees Leads to correct solution schematics and key messaging - Lubricants Consumers Solution Examples Lubricants Consumers Leads to correct solution schematics and key messaging Solution Examples Service Station Recruits Leads to correct solution schematics and key messaging - Downstream Business to Business Customers Which is the intended primary audience for your initiative? - Key Influentials - Recruits - Employees - Community Corporate Brand Is there a benefit to creating a connection between corporate and marketing brands? No - All Other Business to Business Customers - Lubricants Consumers -Service Station Recruits Legend: - Retail Consumers Downstream Marketing Brand = Corporate Brand (Chevron Corporation) = Downstream Marketing Brand (Caltex, Texaco, Chevron Retail) How to decide which brand to use when communicating connections. Yes Corporate Brand Dominant Corporate Brand Only Marketing Brand Dominant Downstream Marketing Brand Only - Service Station Recruits Schematic by Audience Segment: Key Influentials 6.3A 1 2 Audience: Key Influentials Communication Type: Letter 1. Always use the Corporate Letterhead template.* 2. Mention downstream marketing brand in the body copy if connection has been approved. (See Approval Process) Always refer to Caltex or Texaco as downstream marketing brands owned/operated by Chevron - not as companies or divisions. *Note: Corporate Letterhead template does not include the Human Energy tagline. Schematic by Audience Segment: Key Influentials (cont’d) 6.3A 1 2 3 Audience: Key Influentials Communication Type: Corporate News Release 1. Always use the Corporate News Release template.* 2. Mention downstream marketing brand in the body copy if connection has been approved. (See Approval Process) Always refer to Caltex or Texaco as downstream marketing brands owned/operated by Chevron - not as companies or divisions. 3. Always include the approved Chevron boilerplate language at the end of any press release. *Note: Corporate News Release template does not include the Human Energy tagline. Schematic by Audience Segment: Key Influentials (cont’d) 6.3A 1 2 3 Audience: Key Influentials Communication Type: PowerPoint presentation referencing downstream marketing brands 1. Always use the Chevron corporate PowerPoint template. 2. Use retail imagery of each of the Chevron downstream marketing brands in their respective branded environments, such as the retail station photos shown. Do not use the downstream marketing brand logo art alone. 3. If the presentation is specific to a product brand (like our Retail Lubricants) and makes no reference to the corporate or downstream marketing brand, then product brand imagery, including logo art may be used. Schematic by Audience Segment: Community 6.3B 1 2 3 Audience: Community Communication Type: Community News Release 1. Always use the Corporate News Release template.* 2. Mention downstream marketing brand only when connection has been approved to establish credibility in a specific region (as in the name of the education centre referenced here). Always refer to Caltex or Texaco as downstream marketing brands owned/operated by Chevron - not as companies or divisions. 3. Always include the approved Chevron boilerplate language at the end of any press release. *Note: Corporate News Release template does not include the Human Energy tagline. Schematic by Audience Segment: Community (cont’d) 6.3B New Initiative 1 4 Existing Initiative Existing Initiative (Updated) 4 2 3 4 Audience: Community Communication Type: Event Banner 1. Communications* for new community initiatives must reflect the corporate visual standards, as seen here. New initiative names should not include downstream marketing brand names. 2. Communications* for community initiatives that have historically used the downstream marketing brand name (existing initiatives) may retain the retail brand logo and visual system. 3. Communications* for existing initiatives may be updated to reflect the corporate brand, as seen here. In these cases, the initiative may retain its original name. 4. All community initiatives must include the descriptor "A Chevron Community Initiative". *Note: Communications include all exhibits, banners, posters and brochures, etc. Schematic by Audience Segment: Recruits 6.3C 1 Audience: Recruits Communication Type: Recruitment Advertisement 1. When recruiting for the Chevron corporation in regions where a downstream marketing brand name is more recognised than the Chevron brand name, you may make visual and verbal references to that downstream marketing brand. Do not use the downstream marketing brand logo art. Instead use imagery that makes reference to the downstream marketing brand – such as branded objects or apparel (such as the pen shown). 2. Verbally, the downstream marketing brand may also be called out, as a “trusted brand” operated, owned or marketed by Chevron. Schematic by Audience Segment: Recruits (cont’d) 6.3C 1 2 Audience: Recruits Communication Type: Job Fair Booth 1. When recruiting for the Chevron corporation in regions where a downstream marketing brand name is more recognised than the Chevron brand name, you may make visual and verbal references to that downstream marketing brand. Do not use the downstream marketing brand logo art. Instead use imagery that makes reference to the downstream marketing brand - such as branded objects or apparel (e.g. the Caltex uniform shown). 2. Verbally, the downstream marketing brand may also be called out, as a "world-class brand" operated, owned or marketed by Chevron. Schematic by Audience Segment: Employees 6.3D 1 Audience: Employees Communication Type: Blood Drive Poster 1. When communicating to employees in regions where a downstream marketing brand name is more recognised than the Chevron brand name, you may make visual and verbal references to that downstream marketing brand. Do not use the downstream marketing brand logo art. Instead use imagery that makes reference to the downstream marketing brand - such as branded objects or apparel (e.g. the Texaco uniform shown). Schematic by Audience Segment: Downstream Business to Business Customers 6.3E 3 1 2 Audience: Downstream Business Customers Communication Type: Global Aviation Newsletter 1. Always use approved Chevron corporate identity elements, including the Human Energy tagline where appropriate. Refer to the Human Energy Decision Tree to determine appropriate tagline use. All business to business communications must use the Chevron corporate logo in the upper part of the layout. 2. Only Global Marketing, Global Lubricants or Global Aviation are approved to use the 3-brand lockup (bottom right), which always appears smaller than and subordinate to the corporate logo. 3. All approved lines of business may use the line of business name in the upper left corner. Chevron Human Energy Tagline: Usage 6.4A The preferred use of the Hallmark and Human Energy tagline is shown below. Do not redraw the Human Energy tagline artwork or alter the placement and size relationship of its elements. The relationship between the Hallmark and our Human Energy tagline has been carefully designed. Where to use Human Energy In general, the Human Energy tagline is most appropriately used on communications materials such as brochures and tradeshow exhibits. What to avoid The Human Energy tagline should not be used on: • Stationery materials such as business cards or letterheads • Signage for facilities or buildings The Human Energy tagline should never appear with: • Our product brands, Texaco, Caltex, or Chevron products. These brands have their own, unique positioning in their respective markets. Attaching the Human Energy tagline to these brands is not appropriate for their audiences. • The Oronite wordmark Chevron Human Energy Tagline: Usage Checklist 6.4B Answer these questions for simple decision-making for when to use the Human Energy tagline in your marketing communications 1. Is the communication coming from the Chevron corporation? (Not from a retail/downstream marketing/product brand?) 2. Does the piece communicate something about Chevron, rather than simply identifying Chevron? (Not business cards, signage, stationery or other communications that only identify Chevron.) 3. Does the communication reflect Chevron's values - integrity, trust, diversity, protecting people and the environment - which distinguishes us and guide our actions? 4. Does the communication reflect that we are: • Pioneering and/or • Authentic and/or • For people? 5. Does the communication reflect that we deliver through: • Ingenious problem solving and/or • By forming meaningful partnerships and/or • By driving high performance? If the answers to all of the above are Yes, you may apply the Human Energy tagline to the communication. Collateral Applications 6.5 If the communication is owned or led by the Chevron brand, follow the Chevron brand guidelines and include the relevant Chevron family logos. However, if Caltex owns or leads the communication, the Caltex brand takes precedence and Caltex guidelines apply. The Caltex Signature may occupy up to 20% of the total width of the collateral. The Chevron endorsement may be included and a clear space of 2Y must be maintained at the top and bottom, as shown. Centralised Y Cover photo: The images on the front of this card show Caltex touches so many lives in so many ways and is part of the very fabric of the various communities in which we serve. The pictures are winning entries from our photographic competition. Y up to 20% of total width A Chevron company brand Y Back of greetings card – A5 size The only endorsement approved by the corporation's legal counsel is "A Chevron company brand” or “A Chevron company product" -spelled exactly like this with lower case 'c'. Clear Space and Minimum Size: Chevron Hallmark 6.6A Our Hallmark is one of our most valuable business assets. It should be positioned for maximum impact. Clear Space Clear space helps stage the Hallmark, separating it from other elements, such as headlines, text, imagery, other graphic elements (e.g., photography, geometric shapes, etc.), lines of business or project names, or the outside edge of printed materials. Follow the clear space standards shown below to ensure our Hallmark's visibility. Minimum Size In reproducing our Hallmark be conscious of its size and legibility. Horizontal Signature h h h H h Minimum Size 7.5mm Clear Space and Minimum Size: Chevron Human Energy Tagline 6.6B Clear space Surround the Human Energy tagline with an area free from other elements such as headlines, body copy, photographs, graphic elements or the outside edge of printed materials. The minimum clear space is equivalent to the height of a band in the Hallmark, represented by X in the diagram below. Note that this measurement is the minimum allowable clear space. More clear space is encouraged, whenever possible. Clear space around Hallmark with Human Energy tagline x x x X x Minimum size Do not reproduce the Human Energy tag line smaller than the minimum size shown in the diagram below. Be conscious of its size and legibility when reproducing the Human Energy tagline. Minimum size for Hallmark with Human Energy tagline 13mm Alignment The Human Energy tag line must always be carefully placed and aligned in relation to other visual elements. Prominence Position the Human Energy tagline prominently in your communications. Improper placement of it could lessen the importance of the Chevron name.