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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	
  
•  Rusbult,	
  C.E.	
  (1980).	
  Commitment	
  and	
  satisfaction	
  in	
  romantic	
  associations:	
  A	
  test	
  of	
  
the	
  investment	
  model.	
  Journal	
  of	
  Experimental	
  Psychology,	
  16,	
  172-­‐186.a	
  
•  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	
  
•  WWF	
  (2015).	
  Companies	
  We	
  Work	
  With.	
  WWF:	
  About	
  Us.	
  Retrieved	
  from:	
  http://
www.wwf.ca/about_us/howwework/business/companies_we_work_with/	
  

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Evergreen corporate partnership engagement

  • 1. SPONSOR  &  DONOR   ENGAGEMENT   Evergreen:  Development  Team  –  Campaign  Proposal   Stephanie  Heintzman  
  • 2. 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…  
  • 3. HOW  CAN  EVERGREEN   …  manage  corporate  sponsor/  donor  (partner)  relationships?   …  get  corporate  partners  more  engaged  with  Evergreen?  
  • 4. 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  
  • 7. 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)  
  • 8. 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:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐    
  • 9. • 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:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐    
  • 10. 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:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐    
  • 11. The  How   PARTNERSHIP   CAMPAIGN   How  to  Build  Engagement   V.I.P     EVERGREEN  
  • 12. 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:    -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐    
  • 13. 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  
  • 14. 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.  
  • 15. 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   ???   ???   ???   ???   ???  
  • 16. The  How   PARTNERSHIP   CAMPAIGN   Next  Steps/  Call  To  Action   WHERE  DO  WE   START  
  • 17. 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  
  • 19. 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   •  Rusbult,  C.E.  (1980).  Commitment  and  satisfaction  in  romantic  associations:  A  test  of   the  investment  model.  Journal  of  Experimental  Psychology,  16,  172-­‐186.a   •  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   •  WWF  (2015).  Companies  We  Work  With.  WWF:  About  Us.  Retrieved  from:  http:// www.wwf.ca/about_us/howwework/business/companies_we_work_with/