MOSAIC POLICY AND PROCEDURE NAME: MARKETING AND COMMUNICATIONS Approval Signature: Approval Date: ____4/15/15_____ Title: ______SVP of Mission Advancement_____________ Department: Mission Advancement POLICY: The overall strategies, standards and practices for marketing and communications across Mosaic shall be guided by the Mission Advancement department and made available through procedures and guidelines. No outside marketing consultants, marketing research firms, media consultants, advertising agencies, graphic design firms or Web design firms may be used by any Mosaic-branded entity without prior consultation and approval of the Mission Advancement department. Mission Advancement will work in consultation with the Chief Executive Officer, the Senior Leadership Team and, when appropriate, the Mosaic Board of Directors, to create consistent branding and mission messaging for Mosaic that will be used in all marketing and communications. All Mosaic-branded entities will maintain the common brand and mission messaging of Mosaic in their materials. This policy applies but is not limited to the following items: newsletters (print and electronic); social media; press releases; promotional premiums and giveaway items; internal communications; brochures and fliers; advertisements; website; stationery; videos and national publications (Promise and Kaleidoscope). DEFINITIONS: Social Media includes Facebook, Twitter, Flickr, MySpace, LinkedIn, YouTube, and blogs, as well as any similar technologies or social networking tools. PROCEDURE: Any Mosaic employee may consult with Mission Advancement operations staff about marketing and communications needs within their department or agency. Mission Advancement can assist with writing and editing copy, layout and design, photography and video creation among other tasks. Corporate Style and Brand Identity All Mosaic marketing and communication materials will reflect the guidelines of the corporate style and brand identity as put forth in the Mosaic Brand Standards Quick Reference Guide. ADCI-PR Releases The photo of or any personally identifying information about a person served by Mosaic that is made known through any marketing or communication materials must be covered by an Authorization for Release of Client Information for Public Marketing and Communications Page 1 of 6 Effective Date: 04/15/15 Relations (ADCI-PR). For items that are published through Mosaic's national office, an electronic copy of the form will be kept by Mission Advancement in a shared Citrix folder. For items that are published through an agency location, an electronic or print copy of the form will be kept in the format that is most readily accessible if needed. Costs The services of Mission Advancement are provided at no direct charge to agencies. The cost of paper, printing and postage used in local public relations and fundraising projects are paid by the agency. Creative Content Use and Credit Creative content includes any text, images or graphics that can be included in any piece in any medium for distribution, both internally and to the public. This includes any print or multimedia pieces including items intended for distribution through any physical or electronic method, including the Website, Facebook and other social media. I. Content created by Mosaic employees: Credit all creative content produced by Mosaic employees with reference to the employee’s name or the corporation owning the content. II. Copyrighted materials: When using copyrighted materials, the responsible employee should contact the copyright holder in writing for permission to reprint the material. The request should include a description of the material, a description of how and where the material will be used, a request for the proper citation to use and an offer to share copies of the final product with the copyright holder. Upon production, at least one copy of the final product must be sent to the copyright holder. A. Creative content from external sources can be used only if permission is obtained from the creator or owner of the content and if the content is accompanied by a credit notice. Examples: by Sally Jones, Piffendorf House Manager; by Sam Johnson, Edenton Bee-Times, reprinted by permission. B. Creative content in the public domain must carry a credit notice stating that the content is in the public domain. Materials in the public domain are not produced by Mosaic’s staff, are not copyrighted and may be used freely. If an employee is in doubt about the status of a material, the employee should contact the Mission Advancement Department for assistance. Example: by Samuel Clemens, public domain. C. Creative content developed by sources outside Mosaic and for which permission has not been obtained cannot be used in any Mosaic publication. Marketing and Communications Page 2 of 6 Effective Date: 04/15/15 Website The Mosaic website is www.mosaicinfo.org. All Mosaic-branded businesses and agency operations will reside on that site. Agencies will not operate other websites for agency operations or for businesses run by the agency. Social Media Mosaic encourages the responsible use of social media sites to promote Mosaic and to communicate with various public and internal audiences. I. Mosaic-branded social media: A. Mosaic agency/department social media sites must: 1. have a minimum of two employee administrators on sites that use administrators or at least two people who have access to the user name and password for sites that do not use administrators. One administrator or user must be a Mission Advancement employee. a. Administrator rights may be terminated by the agency Executive Director or department Vice President. b. Have approval of the department Vice President or Vice President of Operations for that state. 2. use only the logos, tagline and colors given in the Mosaic Brand Standards, and the board-approved mission statement, values and vision. B. Mosaic agency/department social media sites should have: 1. Contact information for the local Mosaic organization (agency) or national office (department). 2. a complete Mosaic logo with tagline (with limited exception where it is not possible). 3. links to the local agency and the Mosaic national website (agency) or national website (department). 4. links to donate through the Mosaic national website, with information detailing how to direct a gift to the local agency. The use of third-party payment processors (FirstGiving, etc.) is discouraged. C. Mosaic-branded social media sites may not: 1. be under the personal ownership of a Mosaic employee, but are to have shared ownership. 2. post information or comments that would jeopardize Mosaic's reputation or standing as a church-related, taxexempt 501(c)(3) organization. 3. participate, either directly or indirectly, in political activity that supports or is in opposition to any candidate for public office, or participate in fund-raising activities for any Marketing and Communications Page 3 of 6 Effective Date: 04/15/15 4. II. candidates. participate in lobbying activities without the direction and permission of the Mosaic Governmental Affairs office. Personal use of social sites: If Mosaic employees/contractors/volunteers identify themselves as with Mosaic as social sites, the following apply: A. The individual shall not reveal proprietary information about Mosaic or reveal photos or information about people Mosaic serves. B. When expressing opinions about disability-related issues, the person shall make clear that he/she is speaking/writing personally and not on behalf of Mosaic. C. The individual shall not use the Mosaic logo on personal sites except when promoting a specific Mosaic project through social media. D. Mosaic employees should not spend work time to update personal information on social media sites except when asked to use personal social networks to encourage advocacy, a Mosaic fundraiser or other similar Mosaic objectives. E. Employees are responsible to follow the guidelines of the Mosaic Employee Handbook regarding offering references for current or former employees of Mosaic. (See Handbook, Release of Personnel Information.) Brochures, Newsletters and other marketing and communications items The following standards apply to the design, production and distribution of agency newsletters, brochures and other materials, whether print or electronic. I. Editing, design, layout and review A. All print materials must reflect Mosaic brand standards and language use regarding people we serve. B. Copy editing, design and layout should be done by Mission Advancement. C. If copy editing, design and layout is not done be Mission Advancement, materials must be reviewed and approved by Mission Advancement prior to publication to ensure brand standards and mission alignment. II. Brochures Brochures for Mosaic programs follow a standard set by Mission Advancement. While containing information on local programming, any agency wishing to have a brochure will follow the standard design and general content messaging for branding purposes. III. Newsletter For newsletters, Mission Advancement will create an agency-specific masthead and template that follows Mosaic branding and style policies. In Marketing and Communications Page 4 of 6 Effective Date: 04/15/15 addition to the recommended corporate content supplied by Mission Advancement, the agency will supply local content. A. Content: 1. Required content: Each issue of an agency newsletter must include a number of required elements: a. agency contact information copyright notice b. corporate signature (symbol and logotype with ®) c. I AM contact information d. Mosaic mission statement d. non-discrimination statement e. statement: “A member of Lutheran Services in America” f. instructions for opting in or out of publication delivery g. church affiliation statement. 2. Recommended content: Newsletters should contain the a. letter from Executive Director b. information to become a Mosaic Allied Voices volunteer c. local success stories about people served d. information about Discover the Possibilities events e. other stories as appropriate. B. Printing and Distribution If an agency chooses to print with a local vendor, the paper stock must be at least 70-lb. text weight. Mission Advancement will prepare coded gift envelopes at no cost to the agency to insert into print newsletters. Printers may charge a small processing fee to insert these envelopes into the newsletters. C. Mailing lists 1. Mission Advancement will supply a mailing list from Raiser's Edge to agencies for local donor mailings. This includes email lists that will be used for emailing newsletters and other electronic communications. Agencies shall not keep any parallel mailing list of donors apart from Raiser's Edge. 2. Mailing lists of at least 200 addresses qualify for non-profit bulk mailing rates. Agencies may contact a Marketing Specialist for more information. 3. For all mailings (printed and electronic), Mosaic is required by law to follow the CAM-SPAM Act of 2003 which dictates that recipients always have a clear and easy method to opt-out of future mailings. Marketing and Communications Page 5 of 6 Effective Date: 04/15/15 IV. Advertisements Mission Advancement marketing and graphic design staff members will be consulted for text and design of advertisements. The services are available at no direct charge to agencies or departments within national supports. V. Promotional premiums and giveaway items Mission Advancement will stock a selection of premiums, logo merchandise and other items for agencies and departments to distribute to the public. Each agency will be allocated $200 annually for premium items in the Mission Advancement marketing budget. Individual agencies will pay for any items and shipping of items in in excess of $200. National office supports may order items from Mission Advancement and pay for them through their department budget. A listing of premium items is available online at mymosaicinfo.org under Mission Advancement. There is also an order form available. Agency personnel are to use the order form, which will be submitted to their supervisor for approval. Approval is needed before items will be shipped. If items are needed for a specific event, submit the order a minimum of two weeks in advance to ensure that inventory is available and items will be shipped on time. Mission Advancement will also assist agencies and departments with other items to meet their premium or giveaway needs by providing suggestions for appropriate items as well as design and ordering assistance. The full cost of special orders will be the responsibility of the agency or department. REFERENCES: VI. Internal memos, letters, etc. Internal Mosaic communications should follow the styles and templates created by Mission Advancement staff. They are available on mymosaicinfo.org under Mission Advancement resources. VII. Business cards, letterhead and envelopes Business cards, letterhead and envelopes will follow the style created by Mission Advancement staff. Business cards can be ordered on mymosaicinfo.org under Mission Advancement resources > Printed materials. Corporate Style and Brand Identity Reference Guide Authorization for Disclosure of Client Information – Public Relations Marketing and Communications Page 6 of 6 Effective Date: 04/15/15