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"How to Plan Marketing" CUs Represented: 42 |
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| Client Scenario: |
The CU in this case was actually a group of small to mid-size CUs who were gathered as part of their states CU League workshop series. The group of CU CEOs and Marketing Executives were consistently challenged on how to approach and develop an effective annual marketing plan within a finite budget. Additionally they were interested in how to create a marketing plan that would be implementable and supportable from the Board to the Teller. |
| BA Solutions: |
We held a full-day marketing workshop showcasing BA’s best practices for marketing planning, budgeting, organizational methods as well staff education/integration and board presentation. Additionally we covered some of these often overlooked items: ROI tracking, campaign measurement and reporting and brand/culture integration. |
| Results: |
The CEOs and Marketing Executives confidently left with the ideas and tools to create their own realistic and implementable annual marketing plans. Additionally many left with full realization of what it takes to create a marketing plan that everyone from the Board to the Teller can support and promote. |
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