1. Stakeholder Engagement

2. How fluent are you in Marketing Speak?
Putting yourself in the shoes of your stakeholders
How
How fluent are you in Marketing Speak?
Working in teams on your table, see how many marketing acronyms you can identify

3. AIDA

4. BANT

5. DAGMAR

6. MAN

7. PERT
Program
Evaluation
Review
Technique

8. SELECT Situation analysis; Explicit statement of the problem;
Laying out the research design and collecting data;
Evaluation the data and making a decision;
Creating a plan to implement the decision; and
Testing the correctness of the decision

9. Target Audience Rating Points
TARPS
Target Audience
Rating Points

10. VMS
Vertical
System

11. ZMOT

12. Benefits of strong stakeholder management
Less frustration
Process followed
Professional Appearance
Less frustration for all concerned.
More likely that the process will be followed and therefore risks mitigated.
A more professional appearance will be portrayed externally.

13. Benefits of strong stakeholder management
Projects run to schedule
New friends
Projects are more likely to run to schedule and encounter less issues because people will engage legal/compliance earlier.
You may even make some new friends!

14. Do your policies look like this?
Examples
Do your policies look like this?
Due Diligence Process & Procedure
Before any marketing or member facing documentation (Material) is sent out, it needs to go through a due diligence process. This is to ensure that the Material complies with all relevant legislation and regulatory guidance and does not pose a risk to the Fund.
The relevant steps in the process are as follows:
Complete an internal team review – i.e. have one of your peers in your team review your work;
Prepare a Due Diligence Review Cover Sheet (Cover Sheet), using the template available on the internet;
Send the Material and the Cover Sheet to the Legal & Compliance Team via the central inbox –
The Legal & Compliance Team will conduct a review of the Material and prepare the Cover Sheet to send back to you;
The Cover Sheet will advise whether the Material can be edited and then used, or whether you need to submit the Material back to the Legal & Compliance Team;
The Material can not be sent our to any agencies and certainly not the public until you have received sign off via the Cover Sheet from the Legal & Compliance Team.

15. Examples How about if it looked like this?
Business
Develop marketing /
member facing material (material).
Peer review within your Team and create Cover Sheet (on intranet).
Send to L&C Team via inbox
Legal & Compliance Team
Review material and send back cover sheet to business.
If required, resubmit to L&C Team.
Send to Agency / Mail house / Members after L&C signed off.
How about if it looked like this?
The Material can not be sent our to any agencies and certainly not the public until you have received sign off via the Cover Sheet from the Legal & Compliance Team

16. Do you write long, technical emails?
Examples
Do you write long, technical s?
To: James, Bloggs (Marketing Guru)
From: Sam, Smith (Lawyer Extraordinaire)
RE: Can we please use a new mail house?
Dear James,
I refer to your dated 6 September 2016 where you asked me to consider whether the Fund is able to enter into an agreement with a new mail house and if so, what is the best type of agreement is best for this type of arrangement given that you will be working with this particular mail house on an ongoing basis.
I have considered the above scenario and am of the view that the best way to facilitate this agreement is for the Fund to enter into a Master Service Agreement (MSA) type arrangement with the mail house in question. This will allow for a new Statement of Work (SoW) to be generated for each particular piece of work that you do with the mail house, while the parties’ relationship will be governed by a consistent set of standard terms and conditions that will deal with matters such as termination, liability, obligations and privacy matters.
In order for me to facilitate the creation of the MSA, I will need you to provide me with certain information about the following items:
The ACN and ABN of the mail house and the proper legal entity name;
The proper address for notices for the mail house;
The types of services that the mail house will be providing to you;

17. How about sitting down and having a conversation?
Examples
How about sitting down and having a conversation?

18. When providing advice in writing
Examples
When providing advice in writing
Be clear
Be concise
Be user friendly
Use Headings:
Executive Summary/Summary
Your Question
Analysis
Application
Next steps

19. Examples Some other ideas
Promote a drop-in culture. Informal opportunity to ask questions.
Provide Learning Opportunities. A chance to explain important issues.
Use summaries & “Things you need to know” at start of written correspondence.
Get to know people personally over a coffee/drink and build rapport.

20. Summary Put yourself in their shoes
Just because you understand or know something is important, doesn’t mean your stakeholders do.
Embrace your relationships
Spend time and effort to develop a good rapport and relationship with your stakeholders.
Be clear & relax
Use diagrams where it will assist in understanding.
Encourage informality.
Summarize.
Educate
Provide learning opportunities (formal and informal) as often as you can.