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Team Exercises !
          in Preparation for
           Creative Tactical
             Development!

Timothy Roe For King Pharmaceuticals!
August 2009!
TACDEVEX !
!     TACtical
      DEVelopmental
      EXercises are not new
      concepts!
!     There are countless
      exercises to prepare a
      team for positive,
      creative and enjoyable
      tactical planning. !
                               2!
Before We Begin…!
!     The strategic               Strategic Optimization Model PEQ322   Input Customer Data Here

      plan must be !
!     Optimized!
!     From the customer s
      perspective!
!     Non-issues based!
!     Allow for tactical curve-
      fitting!
!     Fully-developed and
      approved!




                                                                                                   3!
Optimization!
!     An optimized strategic plan is...!
!     Simply a roadmap. It tells us where we R today and where we need 2B in the minds
      of our customers in order to meet internal objectives. It is always an external view, never
      internally focused. !
!     Based on customer (both Rx er and end-user) perceptions at time points R and 2B !
!     Customer perceptions should be measured across several meaningful attributes relative to
      product profile, customer expectations, and competitive profiles – it is that easy!!
!     Perceptions are 80% reality (Peter Drucker - modified Pareto s Principle)!
!     Remember the marketing adage form product launches You are not actually launched
      unless your customers can recognize and tell you that you are !
!     Never issues-based! An issues-based plan is never optimized. In an optimized plan,
      issues are nothing more than a bump in the road. Planning for issues that may or may
      never occur waste planning time and resources. If an issue is large-enough to be included
      in the plan, then it is not an issue, rather a critical success factor to overcome!
!     Simple to understand and communicate !

                                                                                                    4!
Sample Perceptual Maps!




 Along 2 Attributes: Satisfaction and Loyalty!   Along 5 Geographic Attributes!
                                                                                  5!
One Last Word On Strategy Development "!
    !     Most organizations, independent of industry, spend
          very little resources on strategy development !
          !        Brand Engineers estimates that less than 1% of budget dollars go toward strategy
                   and positioning. The irony in this is that these are the marketing aspects that
                   ultimately drive the vast majority of your spend. Even if you allocated 2% or 3% to
                   ensuring appropriate strategic and positioning insight, would that still be enough? !

    !     Ill-Strategic planning leads to poorly optimized tactical
          plans and can actually do more harm over the log-term!
          !        Example: Quiznos Creatures Campaign!


Fourth Worst Tactical Idea Ever*: The Quiznos creatures Superimposed over a
Quiznos sub shop were two disturbing, singing rat-like creatures. No one
wanted to eat in a place associated with disease-ridden rats. !
!
Fortunately, the shop got wise and ditched them after public outcry. But it s an
image that stays with you. Quiznos is still recovering.!
!
Go ahead, look them up on YouTube–but don t say you weren t warned. They
are all too reminiscent of the sort of guys who hang outside a Quiznos and ask
for your change!!


                *Entrepreneur Magazine, Ten Best and Worst Campaigns Ever, January 29, 2009!               6!
Tactical Curve-Fitting!
  !     Will fast, inexpensive buses , or large,
        pretty-to-look-at, slow-moving yachts to
        take you where you need to go on time?!




  !     Not all tactical ideas are appropriate just
        because !
        !     everyone is doing it !
        !     it has been done this way for years!
        !     it is easy!
        !     it is proven to work!



  !     This is where team creativity comes in...!
                                                      7!
Team Exercises!




Exercise Objectives - !
to change the way you think and open
your mind to innovative approaches!
                   !    8!
Attitude of Team Before Exercises!
                            !         Kitten vs. Baby Monkey Attitude*!
                                     !         Kitten in Danger or Confused - meows and waits for mother!
                                     !         Baby Monkey - runs to mother, jumps on her back and hangs
                                               on for itself.!
                                     !         These exercises are for monkeys! !
                            !         Control Your FUDs !
                                     !         Nothing is more harmful to positive creative attitude than
                                               fears, uncertainties and doubt (FUDs). When you are
                                               depressed, your thoughts are quite different from when you
                                               are happy. When you feel rich and successful, your thoughts
                                               are different from when you feel poor and inhibited.*!


* Michael Michalko, Thinkertoys, 10-Speed Press, 1991!                                                       9!
Human Need for Consistency!

               !        If thoughts are inconsistent with other,
                        stronger ideas, then the mind will reject
                        them.!
               !        Example: Most people immediately see
                        only one way to cut 13 in half!




* Michael Michalko, Cracking Creativity,p2, 10-Speed Press, 1991!   10!
Three Team Exercises!
  !     Good Old Brainstorming!
  !     Mind Maps!
  !     ThinkPak!




                                  11!
Preparation For The Exercises!
 !     Eliminate any tactical ideas that absolutely will not help drive brand
       strategy and change or improve perceptions!
 !     Observe %-change in market share!
       !     List current marketing mix for last 12 months!
       !     List marketing mix of competitors for last 12 months!
       !     Bring data and forecasts if available!
 !     List tactics and costs currently on the docket!
       !     From current marketing mix!
       !     New tactics from the team and from agencies/vendor partners!
       !     From interviewed firms who have pitched their solutions!
       !     Assess possibility that a tactic can kill two birds with one stone !
             !     Driver in more than one channel!
             !     Driver across multiple products in portfolio (shared expenses) !
 !     Observe budgets; What is working (ROI) and what is not?!
 !     Think of ideas as if there were no Legal/Regulatory/Compliance
       concerns!
       !     Assign probability of success to the idea!
       !     Invite L/R/C to be an integral part of the team!
       !     L/R/C must come with ways of making ideas work or have alternatives to rejected ideas!
       !     Assess risk and reward to ideas in the Grey-Zone!

                                                                                                      12!
Good Old Brainstorming!
!     Session is short 1 -2 hours!
!     Set Specific Goals !
      !     either tell team the goals!
      !     or hide the goals form the team!

!     Smaller group works best!
!     Warm-up group with fun or exciting activity!
!     Members should be comfortable working with each other
      to avoid inhibitions!
!     All ideas should be white-boarded and considered viable!
!     Review and Evaluate results!
!     Absolutely include 1 to 2 people from your agencies!
      !     they have life experiences you do not have!
      !     Creates cohesiveness - everyone sees where the thought process and discussion is going!
      !     everyone is on same page relative to budget!

                                                                                                      13!
Mind-Maps!
(Often used as decision trees)!


  !     A mind map uses visual thinking to create an organized display of the plan, problem, or
        project—a diagram that mirrors the way our brains naturally processes information. !

  !     A mind map works the way the human brain works, aided by a powerful graphical process.
        It frees the mind to think, visualize, and understand in ways that go beyond multi-paged
        linear documents. !

  !     Information and tasks radiate out from a central theme or goal, rather than falling below a
        header, as in a list. Related items link with connecting lines. New items can be captured
        randomly and then organized into the larger scheme, with new ideas flowing naturally as
        the map gains detail. !

  !     Information can be illustrated with symbols, words, color, images, links, and attachments
        to add context, helping to reveal new directions, greater clarity, and big ideas.!


                                                                                                      14!
Sample mind map using Novamind online software!

                                                  15!
Mind-Mapping
Software is Abundant!
!     It is inexpensive even for team use!
                                             Old Hand-Drawn !
!     Extremely easy to use!!
!     There are online collaboration mind mapping
      software and desktop, stand-alone software!
!     30 different companies slightly favoring Mac
      over PC-based platforms!
!     MindJet is the most robust and well-known. It
      has the greatest flexibility.!
                                                                16!
Searle and Celebrex®!
The most successful drug launch in history! !


          !     Team of positive, can-do attitudes!
                !     Six-month lag behind Vioxx!
                !     Cox-2 Inhibition was new class with same NSAID-class
                      Labeling!
                !     World was watching!
                !     Several studies showed current drugs Meloxicam and
                      Naproxen were also 1000 times more cox-2 selective!
          !     Successful strategic and tactical
                planning exercise with entire team
                and agencies!


                                                                             17!
Searle Held Exercises in
S.C.A.M.P.E.R.!
        !         Recognize that everything new is really
                  just an addition to or a modification of
                  something that already exists!
                  !          Substitute something!
                  !          Combine it with something else!
                  !          Adapt something to it!
                  !          Modify or Magnify it!
                  !          Put it to some other use!
                  !          Eliminate something!
                  !          Reverse or Rearrange it!
                                                               In 2006, the author of SCAMPER created Thinker Toys
                                                                     & ThinkPAk cards to help with the process.!
©   2006 Michael Michalko!
                                                                                                              18!
About ThinkPak!
!          56 Cards, Card 1 is an easy reference card, card 2 outlines the basic techniques
           for using ThinkPak!
!          Cards 3 - 47 are the idea stimulators. These cards are designed to change your
           thinking habits. You can use them randomly or systematically to generate new
           and creative ideas.!
!          Cards 48-56 are techniques that help you evaluate your ideas.!




                                                                      Accompanying Text Book!

                                                                                                19!
©   2006 Michael Michalko!
Michael Michalko!
!     There are many other fun and very interesting
      exercises on the author s web site!
•     http://www.creativethinking.net/
      WP04_Exercises.htm!


                     For	
  Example:	
  
                     Share	
  at	
  this	
  for	
  20	
  to	
  30	
  seconds	
  then	
  close	
  your	
  eyes	
  and	
  ;lt	
  your	
  head	
  back.	
  	
  What	
  
                     comes	
  to	
  focus	
  in	
  the	
  white	
  light	
  beyond	
  your	
  eyelids?	
  




                                                                                                                                                                       20!
Notes: !




           21!
Notes: !




           22!
Exercises In Creative Tactical Development

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Exercises In Creative Tactical Development

  • 1. Team Exercises ! in Preparation for Creative Tactical Development! Timothy Roe For King Pharmaceuticals! August 2009!
  • 2. TACDEVEX ! ! TACtical DEVelopmental EXercises are not new concepts! !   There are countless exercises to prepare a team for positive, creative and enjoyable tactical planning. ! 2!
  • 3. Before We Begin…! !   The strategic Strategic Optimization Model PEQ322 Input Customer Data Here plan must be ! !   Optimized! !   From the customer s perspective! !   Non-issues based! !   Allow for tactical curve- fitting! !   Fully-developed and approved! 3!
  • 4. Optimization! !   An optimized strategic plan is...! !   Simply a roadmap. It tells us where we R today and where we need 2B in the minds of our customers in order to meet internal objectives. It is always an external view, never internally focused. ! !   Based on customer (both Rx er and end-user) perceptions at time points R and 2B ! !   Customer perceptions should be measured across several meaningful attributes relative to product profile, customer expectations, and competitive profiles – it is that easy!! !   Perceptions are 80% reality (Peter Drucker - modified Pareto s Principle)! !   Remember the marketing adage form product launches You are not actually launched unless your customers can recognize and tell you that you are ! !   Never issues-based! An issues-based plan is never optimized. In an optimized plan, issues are nothing more than a bump in the road. Planning for issues that may or may never occur waste planning time and resources. If an issue is large-enough to be included in the plan, then it is not an issue, rather a critical success factor to overcome! !   Simple to understand and communicate ! 4!
  • 5. Sample Perceptual Maps! Along 2 Attributes: Satisfaction and Loyalty! Along 5 Geographic Attributes! 5!
  • 6. One Last Word On Strategy Development "! !   Most organizations, independent of industry, spend very little resources on strategy development ! !   Brand Engineers estimates that less than 1% of budget dollars go toward strategy and positioning. The irony in this is that these are the marketing aspects that ultimately drive the vast majority of your spend. Even if you allocated 2% or 3% to ensuring appropriate strategic and positioning insight, would that still be enough? ! !   Ill-Strategic planning leads to poorly optimized tactical plans and can actually do more harm over the log-term! !   Example: Quiznos Creatures Campaign! Fourth Worst Tactical Idea Ever*: The Quiznos creatures Superimposed over a Quiznos sub shop were two disturbing, singing rat-like creatures. No one wanted to eat in a place associated with disease-ridden rats. ! ! Fortunately, the shop got wise and ditched them after public outcry. But it s an image that stays with you. Quiznos is still recovering.! ! Go ahead, look them up on YouTube–but don t say you weren t warned. They are all too reminiscent of the sort of guys who hang outside a Quiznos and ask for your change!! *Entrepreneur Magazine, Ten Best and Worst Campaigns Ever, January 29, 2009! 6!
  • 7. Tactical Curve-Fitting! !   Will fast, inexpensive buses , or large, pretty-to-look-at, slow-moving yachts to take you where you need to go on time?! !   Not all tactical ideas are appropriate just because ! !   everyone is doing it ! !   it has been done this way for years! !   it is easy! !   it is proven to work! !   This is where team creativity comes in...! 7!
  • 8. Team Exercises! Exercise Objectives - ! to change the way you think and open your mind to innovative approaches! ! 8!
  • 9. Attitude of Team Before Exercises! !   Kitten vs. Baby Monkey Attitude*! !   Kitten in Danger or Confused - meows and waits for mother! !   Baby Monkey - runs to mother, jumps on her back and hangs on for itself.! !   These exercises are for monkeys! ! !   Control Your FUDs ! !   Nothing is more harmful to positive creative attitude than fears, uncertainties and doubt (FUDs). When you are depressed, your thoughts are quite different from when you are happy. When you feel rich and successful, your thoughts are different from when you feel poor and inhibited.*! * Michael Michalko, Thinkertoys, 10-Speed Press, 1991! 9!
  • 10. Human Need for Consistency! !   If thoughts are inconsistent with other, stronger ideas, then the mind will reject them.! !   Example: Most people immediately see only one way to cut 13 in half! * Michael Michalko, Cracking Creativity,p2, 10-Speed Press, 1991! 10!
  • 11. Three Team Exercises! !   Good Old Brainstorming! !   Mind Maps! !   ThinkPak! 11!
  • 12. Preparation For The Exercises! !   Eliminate any tactical ideas that absolutely will not help drive brand strategy and change or improve perceptions! !   Observe %-change in market share! !   List current marketing mix for last 12 months! !   List marketing mix of competitors for last 12 months! !   Bring data and forecasts if available! !   List tactics and costs currently on the docket! !   From current marketing mix! !   New tactics from the team and from agencies/vendor partners! !   From interviewed firms who have pitched their solutions! !   Assess possibility that a tactic can kill two birds with one stone ! !   Driver in more than one channel! !   Driver across multiple products in portfolio (shared expenses) ! !   Observe budgets; What is working (ROI) and what is not?! !   Think of ideas as if there were no Legal/Regulatory/Compliance concerns! !   Assign probability of success to the idea! !   Invite L/R/C to be an integral part of the team! !   L/R/C must come with ways of making ideas work or have alternatives to rejected ideas! !   Assess risk and reward to ideas in the Grey-Zone! 12!
  • 13. Good Old Brainstorming! !   Session is short 1 -2 hours! !   Set Specific Goals ! !   either tell team the goals! !   or hide the goals form the team! !   Smaller group works best! !   Warm-up group with fun or exciting activity! !   Members should be comfortable working with each other to avoid inhibitions! !   All ideas should be white-boarded and considered viable! !   Review and Evaluate results! !   Absolutely include 1 to 2 people from your agencies! !   they have life experiences you do not have! !   Creates cohesiveness - everyone sees where the thought process and discussion is going! !   everyone is on same page relative to budget! 13!
  • 14. Mind-Maps! (Often used as decision trees)! !   A mind map uses visual thinking to create an organized display of the plan, problem, or project—a diagram that mirrors the way our brains naturally processes information. ! !   A mind map works the way the human brain works, aided by a powerful graphical process. It frees the mind to think, visualize, and understand in ways that go beyond multi-paged linear documents. ! !   Information and tasks radiate out from a central theme or goal, rather than falling below a header, as in a list. Related items link with connecting lines. New items can be captured randomly and then organized into the larger scheme, with new ideas flowing naturally as the map gains detail. ! !   Information can be illustrated with symbols, words, color, images, links, and attachments to add context, helping to reveal new directions, greater clarity, and big ideas.! 14!
  • 15. Sample mind map using Novamind online software! 15!
  • 16. Mind-Mapping Software is Abundant! !   It is inexpensive even for team use! Old Hand-Drawn ! !   Extremely easy to use!! !   There are online collaboration mind mapping software and desktop, stand-alone software! !   30 different companies slightly favoring Mac over PC-based platforms! !   MindJet is the most robust and well-known. It has the greatest flexibility.! 16!
  • 17. Searle and Celebrex®! The most successful drug launch in history! ! !   Team of positive, can-do attitudes! !   Six-month lag behind Vioxx! !   Cox-2 Inhibition was new class with same NSAID-class Labeling! !   World was watching! !   Several studies showed current drugs Meloxicam and Naproxen were also 1000 times more cox-2 selective! !   Successful strategic and tactical planning exercise with entire team and agencies! 17!
  • 18. Searle Held Exercises in S.C.A.M.P.E.R.! !   Recognize that everything new is really just an addition to or a modification of something that already exists! ! Substitute something! ! Combine it with something else! ! Adapt something to it! ! Modify or Magnify it! ! Put it to some other use! ! Eliminate something! ! Reverse or Rearrange it! In 2006, the author of SCAMPER created Thinker Toys & ThinkPAk cards to help with the process.! © 2006 Michael Michalko! 18!
  • 19. About ThinkPak! !   56 Cards, Card 1 is an easy reference card, card 2 outlines the basic techniques for using ThinkPak! !   Cards 3 - 47 are the idea stimulators. These cards are designed to change your thinking habits. You can use them randomly or systematically to generate new and creative ideas.! !   Cards 48-56 are techniques that help you evaluate your ideas.! Accompanying Text Book! 19! © 2006 Michael Michalko!
  • 20. Michael Michalko! !   There are many other fun and very interesting exercises on the author s web site! •  http://www.creativethinking.net/ WP04_Exercises.htm! For  Example:   Share  at  this  for  20  to  30  seconds  then  close  your  eyes  and  ;lt  your  head  back.    What   comes  to  focus  in  the  white  light  beyond  your  eyelids?   20!
  • 21. Notes: ! 21!
  • 22. Notes: ! 22!