developing a conversation plan

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Developing a Conversation Plan Wednesday, July 23, 2014 3:45 – 5:00 PM Text 33233: copelandconverse Tim Copeland DemandEngine 2014 CALEM, All Rights Reserved. 1

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CALEM 2014 Presentation: Developing a Conversation Plan by Tim Copeland with DemandEngine. Help students make decisions about your academic programs and institutions. Discover how to engage students in conversation using a systematic follow-up that is: grounded in your institutional brand attributes, contextual to student interests, and personalized. Learn how to combine your communication efforts into an integrated conversation that builds value for your institution and programs.

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Page 1: Developing a Conversation Plan

Developing a Conversation Plan

Wednesday, July 23, 2014

3:45 – 5:00 PM

Text 33233: copelandconverse

Tim Copeland

DemandEngine

2014 CALEM, All Rights Reserved.1

Page 2: Developing a Conversation Plan

A systematic approach to exchanging information and ideas with

students across institutional departments and communication touch

points that helps students make decisions, while driving desired

behaviors and maximizing enrollment results.

2014 CALEM, All Rights Reserved. 2

Page 3: Developing a Conversation Plan

2014 CALEM, All Rights Reserved.3

Contains information and facts

about the institution, but a few

hours later…

Page 4: Developing a Conversation Plan

Execution snafus

2014 CALEM, All Rights Reserved.4

While the copy notes that

the Enrollment Counselor

is sending the message,

the signature is still that

of the Executive Director

Ken Abert

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Content snafus

2014 CALEM, All Rights Reserved.5

Sent to no one

Sent from no one

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“Just the facts”

2014 CALEM, All Rights Reserved.6

Page 7: Developing a Conversation Plan

Follow-through snafus

2014 CALEM, All Rights Reserved.7

Page 8: Developing a Conversation Plan

Master conversations and you will

stand out from your competition.

2014 CALEM, All Rights Reserved.8

Page 9: Developing a Conversation Plan

Agenda

1. Let’s establish the “problem”

2. Let’s ground the problem

3. Let’s fix the problem

2014 CALEM, All Rights Reserved.9

Page 10: Developing a Conversation Plan

What makes customers sticky …

• What makes consumers “sticky” – that is,

likely to follow through on an intended

purchase, repurchase, and recommend?

– Price?

– Brand perception?

– Interaction with the brand?

2014 CALEM, All Rights Reserved. 10

Source: To Keep Your Customers, Keep it Simple. Harvard Business Review

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Decision simplicity

2014 CALEM, All Rights Reserved.11

Page 12: Developing a Conversation Plan

Building relationships (social sites)

• Consumer reasons– Discount

– Purchase

– Reviews and rankings

– General information

– Exclusive information

– Learn about new products

– Submit opinion

– Customer service

– Event participation

– Feel connected

– Submit ideas

– Be part of a community

• What Business think– Learn about new products

– General information

– Submit opinion

– Exclusive information

– Reviews and rankings

– Feel connected

– Customer service

– Submit ideas

– Be part of a community

– Event participation

– Purchase

– Discount

2014 CALEM, All Rights Reserved.12

Source: IBM Institute for Business Value

Page 13: Developing a Conversation Plan

Takeaway 1 – Help students navigate “U”

• What makes the path to enrollment confusing?

– Departmental admission decisions

– Central admission decisions

– Advising

– Supplemental applications

– Financial aid

• Help students gather and understand information about your

programs and institution

• Make the information accurate and thus trustworthy

• Help them weigh their options

2014 CALEM, All Rights Reserved. 13

Page 14: Developing a Conversation Plan

Takeaway 2 – Build trust

• What erodes trust with students?

– Inaccurate or outdated information

– The campus “swirl”

– Inconsistent messaging

– Don’t you know me already?

2014 CALEM, All Rights Reserved. 14

Page 15: Developing a Conversation Plan

Takeaway 3 – Help students weigh options

• What actually happens once they are admitted or registered?

– Inconsistent communication

– We’ve lost that “warm and fuzzy” feeling

– Procedural

• Your goal is to reinforce a student’s decision across the enrollment

journey.

2014 CALEM, All Rights Reserved. 15

Page 16: Developing a Conversation Plan

Agenda

1. Let’s establish the “problem”

2. Let’s ground the problem

3. Let’s fix the problem

2014 CALEM, All Rights Reserved.16

Page 17: Developing a Conversation Plan

Students want information … that is

relevant to them at their stage of the

“relationship”.

2014 CALEM, All Rights Reserved.17

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We tend to start at the wrong point …

2014 CALEM, All Rights Reserved. 18

Page 19: Developing a Conversation Plan

1. Students make considered decisions

2014 CALEM, All Rights Reserved. 19

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Think Reach, (a) Depth, (a) Relationship

(RaDaR)

2014 CALEM, All Rights Reserved. 20

1. Reach

2. Depth

3. Relationship

Page 21: Developing a Conversation Plan

Reach (Acquisition)

• Get into the consideration set – SEO &

web

• Target through direct mail

• Focus on credible and valuable

storytelling, not getting lost in the

academic catalog

2014 CALEM, All Rights Reserved. 21

Page 22: Developing a Conversation Plan

Depth (Applicant/Registrant)

• Improve the signal-to-noise ratio

with content personalization.

• What we tend to do …

• What should we do …

2014 CALEM, All Rights Reserved. 22

Page 23: Developing a Conversation Plan

Relationship (Enrolled)

• Targeted within their context

• What do we do …

• What should we do …

2014 CALEM, All Rights Reserved. 23

Page 24: Developing a Conversation Plan

2014 CALEM, All Rights Reserved.24

Type of information 2011 n 2013 n

Costs 3.76 2303 3.79 2285

Academic information 3.74 2304 3.78 2286

Career outlook for the program I am interested in 3.49 2302 3.46 2284

Deadline reminders 3.46 2305 3.44 2283

Financial aid information 3.40 2307 3.43 2286

Incentives to apply/register 3.33 2302 3.40 2284

Name, phone number, and email of a ‘real’ person 3.37 2301 3.35 2284

Information from program faculty 3.33 3.33 3.30 2281

Career planning 3.29 2304 3.28 2284

Key reasons to consider the institution 3.32 2294 3.28 2275

Student ratings of degree/program 3.24 2304 3.23 2284

Information about successful program alums 2.90 2301 2.82 2285

Information about successful current students 2.85 2298 2.81 2279

Source : DemandEngine's Adult Learner Communication Pre ferences Research

2011 - 2013 C omparison: Information Preferences D uring the R ecruitm ent C ycle

"W hich of the following types of information do you/would you find useful when considering a college or

university program or course?"

Respondents ages 22-50. Ratings based upon a scale of 1 (Definitely not) to 4 (Definitely).

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3. A messaging architecture is required

2014 CALEM, All Rights Reserved. 25

Page 26: Developing a Conversation Plan

Agenda

1. Let’s establish the “problem”

2. Let’s ground the problem

3. Let’s fix the problem

2014 CALEM, All Rights Reserved.26

Page 27: Developing a Conversation Plan

DemandEngine’s 7-step architecture

1. University brand book or guidelines

2. Institutional declarative statements and proof points

3. College or program-level declarative statements and proof points

4. Related content

5. Conversation schematic

6. Conversation plan

7. Conversation workflow

2014 CALEM, All Rights Reserved. 27

Page 28: Developing a Conversation Plan

Example Institutional Declaratives and Proofs

• Develop confident, success-driven citizens who want to

contribute and make the community…and the world…better for

all.

– At Anywhere University, there is more to college than attending

classes and taking exams. Through our 270 student

organizations and countless events, students have a constant

opportunity for engagement, exploration and personal growth.

Our mission is for students to experience learning both in and

out of the classroom.

– Anywhere University is all about community. The Center for

Community Engagement supports and coordinates students to

serve and learn in their surroundings.

– We prepare citizens of the world. We boast of a diverse

population with a total of 69 countries represented.

2014 CALEM, All Rights Reserved. 28

Page 29: Developing a Conversation Plan

Example Program Declaratives and Proofs

• Give motivated and committed students anywhere in the

country, access to a respected, nationally-recognized academic

degree.

– The power of Anywhere Online learning is that it is accessible

from any location. The University gives students access to

excellent curriculum from one of the country’s top educational

institutions, no matter where they live or when they study .

– Students enrolled at Anywhere Online have access to five

award-winning colleges and 35 career-rich programs .

– Students learn from an impressive faculty, most of whom have

doctorates. These seasoned academics not only know how to

teach, they are experienced at teaching in an online format.

2014 CALEM, All Rights Reserved. 29

Page 30: Developing a Conversation Plan

Related content

• Industry statistics

• News items

• Quotes

• Stories

2014 CALEM, All Rights Reserved. 30

Page 31: Developing a Conversation Plan

Example

2014 CALEM, All Rights Reserved. 31

Page 32: Developing a Conversation Plan

Conversation Schematic

• Triggers

– What initiates the

conversation? (e.g., Timing,

web form, entry)

• Filters

– How will the conversation

change? (e.g., behavior,

status, intent, demographics)

• Actions

– What actions should be

taken? (e.g., change status,

increase qualification score,

send message)

2014 CALEM, All Rights Reserved. 32

Page 33: Developing a Conversation Plan

EduConverse

2014 CALEM, All Rights Reserved.33

Page 34: Developing a Conversation Plan

Summary

Master the conversation and surpass your competition.

1. University brand book or guidelines

2. Institutional declarative statements and proof points

3. College or program-level declarative statements and proof points

4. Related content

5. Conversation schematic

6. Conversation plan

7. Conversation workflow

2014 CALEM, All Rights Reserved. 34

Page 35: Developing a Conversation Plan

Contact

2014 CALEM, All Rights Reserved.35

Tim Copeland

CEO

DemandEngine

[email protected]

912-354-8007, ext 725