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SPONSOR & DONOR ENGAGEMENT Evergreen: Development Team – Campaign Proposal Stephanie Heintzman

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SPONSOR  &  DONOR  ENGAGEMENT  Evergreen:  Development  Team  –  Campaign  Proposal  

Stephanie  Heintzman  

EXECUTIVE  SUMMARY  Evergreen  wanted  to  know  how  they  could  better  manage  corporate  

sponsor/donor  (partner)  relationships,  and  increase  partner  engagement.  Using  in-­‐depth  research,  V.I.P  Evergreen,  a  5  stage,  21  program  campaign  

was  created.  Here  are  some  of  the  highlights…  

HOW  CAN  EVERGREEN  …  manage  corporate  sponsor/  donor  (partner)  relationships?  

…  get  corporate  partners  more  engaged  with  Evergreen?  

Original  Outline  •  Part  1:  Relationship  Management  

•  The  Mutual  Benefit  of  a  Cross  Sector  Relationship  

•  The  Research  •  Examples  

•  Part  2:  Building  Engagement  •  The  Solution  •  V.I.P.  Evergreen  •  Where  Do  We  Start  

•  Resources  •  Sources  •  Appendix  

HIGHLIGHTS  

The  Research  

RELATIONSHIP  MANAGEMENT  

Relationship  Management  

Crash  course  in  social  psychology  • Understand  how  isolated  factors  determine  the  likelihood  of  staying  in  a  relationship  

•  3  theories    

Practical  Application  •  1  case  study  (Harvard  Professor)  

Relationship  Management:  Theory  example  

• How  to  predict  relationship  stability  and  commitment  

Stability  of  Relationship  

Commitment  to  Relationship  

Satisfaction  with  Relationship  

???  

???  

???   ???  

???  

What  we  can  control  

Source:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐  

 

• 3  stages/types  of  collaborations    •  between  NPOs  and  Corporations  • Distinct  features  and  characteristics  

• Determine  stage  of  current  relationship  using  detailed  chart  

• Follow  suggested  strategy  •  Factors  include:  

•  level  of  engagement,  importance  of  mission,  magnitude  of  resources,  scope  of  activities,  interaction  level,  managerial  complexity,  strategic  value,  how  to  create  value  at  each  of  the  3  stages,  etc.  

 

 

Relationship  Management:  Case  Study  –  Harvard  Business  Review  

Source:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐  

 

Relationship  Management:  Case  Study  Continuation  -­‐  Value  Management  

1.  Value  Definition    

2.  Value  Creation  

3.  Value  Balance  

4.  Value  Renewal  

Systematically  analyze  and  understand  the  value  with  each  corporate  partner  

Source:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐  

 

The  How  

PARTNERSHIP  CAMPAIGN  

How  to  Build  Engagement  

V.I.P    EVERGREEN  

V.I.P  Evergreen:  Campaign  Goal  

Campaign  focus  

Define  Value  

Create  Value  

Measure/  Ensure  Value  Balance  

Value  Renewal  

Goal:  To  balance  the  value  the  relationship    

Source:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐  

 

V.I.P  Evergreen:    Measurement  

Goal:  To  balance  the  value  the  relationship  

•  Engagement  •  Participation  in  programs  (attending  events,  communicating  via  social  media,  etc)  •  Potential  participation  in  programs    •  %  of  collaborative  projects  •  Time  spent  

•  Financial  •  %  change  in  funding  according  to  engagement  

• Awareness  •  %  change  in  new  funding    •  %  change  in  new  business  partners  

V.I.P  Evergreen:  Positioning  Evergreen  

•  Environmental  sustainability  &  innovation  hub  •  Leading  by  example  •  Sharing  knowledge  •  Disruption  

•  Collaboration  for  bigger  impact  •  Me/  Them  à  ‘We’  •  Mutually  beneficial  relationship  •  Community  focused  

• We  can’t  change  the  world  on  our  own.  

VIP  Evergreen:  Program  Structure  

5.  Standing  Out  

4.  Sharing  

3.  Community  Involvement  

2.  Expanding  Our  Community  

1.  Our  Community  

•  To  be  launched  in  5  stages  

•  21  Programs  

VIP  Evergreen  

Our  community  

???  

???  

???  

???  

Extending  Our  Community  

???  

???  

???  

Community  Involvement  

???  

???  

???  

???  

Sharing  

???  

???  

???  

???  

???  

Standing  out  

???  

???  

???  

???  

???  

The  How  

PARTNERSHIP  CAMPAIGN  

Next  Steps/  Call  To  Action  

WHERE  DO  WE  START  

Next  Steps  

1.  Define  existing  partnerships/relationships  on  ???  

2.  Identify  which  relationships  have  potential  for  deeper  engagement  •  Alliance  drivers/  CC  

3.  Identify  where  each  relationship  is  at  value  management    

4.  Focus  on  building  “Our  Community”  and  “Expanding  Our  Community”  

5.  Make  plans  for  “Community  Involvement”  

6.  Think  of  the  big  picture  

SOURCES  

Sources  Used  •  Austin,  James.  (2001).  Connecting  with  Non-­‐profits.  Harvard  Business  School:  Research  

&  Ideas.  Retrieved  from:  http://hbswk.hbs.edu/item/2489.html  

•  Austin,  James  E.  (2007).  Strategic  Collaboration  between  Nonprofits  and  Businesses.  Nonprofit  and  Voluntary  Sector  Quarterly.  Retrieved  from:  http://www.nioc.ca/learning-­‐development/peer-­‐support/focus-­‐areas/wp-­‐content/uploads/2012/07/Strategic-­‐Collaboration-­‐Between-­‐Nonprofits-­‐and-­‐Businesses.pdf  

•  Andreasen,  A.R.  (1996).  Profits  for  nonprofits:  Find  a  corporate  partner.  Harvard  Business  Review,  74,  47-­‐59.  Retrieved  from:  https://hbr.org/1996/11/profits-­‐for-­‐nonprofits-­‐find-­‐a-­‐corporate-­‐partner  

•  Emerson,  R.  M.  (1976).  Social  Exchange  Theory.  Annual  Review  of  Sociology,  Vol.  2,  pp  335-­‐362.  Annual  Reviews.  

•  IEG.  (2015).  New  Year  To  Be  One  of  Growth  and  Challenges  For  Sponsorship  Industry.  IEGSR.  Retrieved  from:  http://www.sponsorship.com/IEGSR/2015/01/06/New-­‐Year-­‐To-­‐Be-­‐One-­‐Of-­‐Growth-­‐And-­‐Challenges-­‐for-­‐Sp.aspx  

•  IEG.  (2014).  Sponsorship  Spending  Growth  Slows  in  North  America  As  Marketers  Eye  Newer  Media  and  Marketing  Options.  IEGSR.  Retrieved  from:  http://www.sponsorship.com/iegsr/2014/01/07/Sponsorship-­‐Spending-­‐Growth-­‐Slows-­‐In-­‐North-­‐America.aspx  

•  IEG  (2013).  2013  Sponsorship  Outlook:  Spending  Increase  Is  Double-­‐edge  sward.  IEGSR.  Retrieved  from:  http://www.sponsorship.com/iegsr/2013/01/07/2013-­‐Sponsorship-­‐Outlook-­‐-­‐Spending-­‐Increase-­‐Is-­‐Dou.aspx#.VOTauYcm23M.twitter  

•  Kanter,  R.M.  (1968).  Commitment  and  social  organization:  A  study  of  commitment  mechanisms  in  utopian  communities.  American  Sociological  Review,  33,  499-­‐517  

•  Levinger,  G.  (1979).  A  Social  Exchange  View  on  the  Dissolution  of  pair  relationships.  In  R.L.  Burgess  &  T.L.Huston  (Eds),  Social  Exchange  in  Developing  Relationships  (pp.  169-­‐193).  New  York:  Academic  Press.  

•  Meyer,  J.P.,  &  Allen,  N.J.  (1984).  Testing  the  “side-­‐bet  theory”  of  organizational  commitment:  Some  Methodological  considerations.  Journal  of  Applied  Psychology,  69,  372-­‐378.  

•  Miller,  R.  S.  &  Perlman  D.  (2009).  Intimate  Relationships  –  Fifth  Edition.  New  York,  NY:  McGraw-­‐Hill  Companies.  –  pg  3:  Aron  et  al.,  2004;  Agnew  et  al.,  1998,  2004    

•  Nielsen  (2013).  Consumers  Who  Care.  The  Nielsen  Company.  Retrieved  from:  http://www.slideshare.net/GaldeMerkline/nielsen-­‐globalreportconsumerswhocareaugust2013  

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•  Rusbult,  C.E,  Martz,  J.M.  &  Agnew,  C.R.  (1998).  The  Investment  Model  Scale:  Measuring  commitment  level,  satisfaction  level,  quality  of  alternatives  and  investment  size.  Personal  Relationships,  5(1998),  357-­‐391).  

•  Wang,  Lili  &  Ashcraft,  Robert  F.  (2013).  Organizational  Commitment  and  Involvement:  Explaining  the  Decision  to  Give  to  Associations.  SAGE  Journals.  Retrieved  from:  http://nvs.sagepub.com/content/early/2013/12/12/0899764013515755  

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