What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:
What is it? Be descriptive.
What are the customer benefits? How does it improve customers’ lives?
What is its personality? If your product, company or service was human and you met at a cocktail party, how would you describe him/her?
When using this template to answer these three questions, make sure you:
Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
Be succinct and clear, to the point where a middle-school student could understand what you are saying.
Limit yourself to three words.
Avoid fuzzy words.
Create a personality for your company.
Own a specific word in your company’s mind.
The first three steps, identified as tasks in the Getting Started column on this template, are:
Understanding what is a brand.
A brand is the unique story that consumers recall when they think of you.
Understanding what is a branding pyramid
Understanding the concept summary
The concept summary takes all of the thinking from your positioning model, branding pyramid and internal discussions about what your company wants to be when it grows up — and reduces it to one paragraph.
The template walks you through the process, step-by-step:
The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.
A large number of our users are from small nonprofits (and they get free use of Kerika under our Academic & Nonprofit Plan!) and to help these folks manage their grant pipeline better we have create a new template that’s available to everyone:
This simple, yet very flexible, template lets your nonprofit team track all the grant opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Qualified Lead → Prepare Grant Application → Await Response.
As the possible grants move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Not all of this will be available in the Prospect stage, but it needs to be gathered in the Qualified Lead stage for sure: otherwise, your lead isn’t really qualified, and you are not going to be in a good position to win that grant.
Creating this, and other templates for nonprofits, are all part of our “social good” mission.
Check it out and let us know if we can improve it.
We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:
When you open a task, it’s number is shown (but can’t, of course, beedited)
You can now search for a numbered task simply by typing “#number” in the Search box
We have done a bunch of things to help folks who need to work with multiple Kerika accounts: a common situation with consulting, outsourcing, or other professional services who need to work with clients who all have their own Kerika accounts.
It starts at the Home page, where we made it easier to filter you view of Boards and Templates to a subset of all the Kerika accounts you can access:
You can use the check boxes in the left navigation area to temporarily hide some accounts, if you want to narrow your view of boards and templates.
More importantly, you can now access boards from different Kerika accounts in the same session: you don’t need to log out of one account and log into another, to be able to quickly switch between boards from different accounts.
The Board Switcher, which shows all the boards you currently have open, across accounts:
It’s also easy to set your preferences on a per-account basis:
The Dashboard (previously labeled “Views”) has new capabilities so you can get a great overview of all your projects, across all your accounts:
This makes it as easy to filter your Views on desktop as we had previously done for mobile users.
We have added an Undo option for all Sort actions on Task Boards, to make it easier for you to use the sorting function without worrying about making a mistake.
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