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Strategic Planner | Portfolio
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If I could be a student for the rest of my life, I would. I love learning – it fuels me. And I often
wish I could bum around a college campus for the rest of my life, dropping into random
classrooms until I’ve seen everything there is to see and learned everything there is to learn.
But I think I’ve found the next best thing. As a planner I’m a student of the brand.
Of culture. And, most importantly, of the consumer.
I’ve always thought the best way to learn was not to read about it in a book, but rather, to get
out into the world and do it. So, here’s a collection of examples – a syllabus, if you will – of the
‘courses’ I’ve taken so far and the planner I’ve become.
INTRODUCTION
2
Anthropology: Getting to Know the Rural Consumer | page 5
Foreign Language: Translating Data in Actionable Insights | page 9
Sociology: Cause Marketing in the Community | page 13
Biology: Dramatizing Ants As The Strategic Invader | page 17
Journalism: Reporting on the Digital, Social and Mobile Lives of Young Families | page 20
Extra Credit | page 24
Resume | page 27
SYLLABUS
4
Often it seems like we only do research with the people we know
best – the urban dwellers and even the suburbanites. But what
happens when you step outside your comfort zone and go to a
place unimaginable within the city limits. I found out when I
traveled to three small towns throughout the country and got to
know some of the families.
ANTHROPOLOGY: GETTING TO KNOW THE RURAL CONSUMER
5
On the brink of launching a new line of high-‐end products, the Glade team was
challenged to really know and understand the rural consumer. In other words, the kind
of stuff you couldn’t learn from a report.
THE ASSIGNMENT
To debunk the myths and dispel the stereotypes passed around about Rural America.
THE PLAN
We talked to 18 families from diverse backgrounds across the country. And in order to dig
the deepest into the different facets of their lives, we conducted af]inity groups,
ethnographies and shop-‐alongs with the same families to get a holistic understanding.
THE HOMEWORK
7
This eye-‐opening project shed a new light on this group of consumers we had taken for
granted in the past. We went in hoping for a basic understanding of the rural lifestyle –
what we got, however, was a surprising snapshot of their dynamic lives, evolving
communities and often controversial opinions about life. Our clients immediately
requested two more projects – one for the suburban consumer, one for urban.
THE LESSON
A dynamic portal of qual and quant information – including videos and artifacts from the ]ield. THE REPORT
So often we concentrate our research and
learnings on the urban and suburban consumer set. This
time, we had a chance to submerge ourselves in the daily lives of those living on the outskirts.
One look at Rural America, and you’ll
see that when it comes to small town living, there is more than meets the eye. With a strong sense of identity and value, living rural means living with purpose.
Forget the stereotypes you may have heard. Changing dynamics have infused new attitudes about small towns and a tight-‐knit family. Now, it’s all about the modern perspective.
Rural living is not just about the locals anymore. With an inFlux of people moving into these areas, there is unprecedented access, a shifting sense of community and renewed growth.
8
Sometimes I think data geeks are speaking an entirely
different language. But with a basic understanding of how to
read, interpret and analyze quantitative research, there’s an
entirely new world that opens up. The following case study is
a project I led on State Farm when budgets were low and
expectations were high.
FOREIGN LANGUAGE: TRANSLATING DATA INTO ACTIONABLE INSIGHTS
9
Learn about the Young Adult segment and behavior in the insurance category.
THE ASSIGNMENT
Faced with a shrinking budget and a growing need for fresh insights, we decided to take
another look at the loads of underutilized research we had at our ]ingertips, using
secondary sources to ]ill in the gaps.
THE PLAN
Starting with a thorough analysis of Simmons, we gained a baseline knowledge of who our
target was – what mattered to them and what didn’t. From there, we went to other
secondary sources, including segment data from our client as well as cultural references
and reports in order to build the story about Millennials in the market for insurance.
THE HOMEWORK
11
A little data goes a long way. We had countless reports sitting on the shelf, and all they
needed was a good dust-‐off and maybe another source or two to strengthen the data. With
a little elbow grease, our team got an easily digestible, insight rich, visually telegraphic and
useful resource, accessible for everything from desk research to client presentations.
[Access the full presentation at h-p://prezi.com/ezcykrhtpz85/ya-‐segmentaAon-‐no-‐breakdown/]
THE LESSON
A concise, digestible consumer pro]ile and go-‐to springboard for creative ideas. THE REPORT
When there’s not enough to go around, how do you ask for more? That
was the problem we faced with Off The Street Club’s annual golf
fundraiser during the Great Recession. And with our unique strategy
and execution, not only did we meet our goal, we exceeded it.
SOCIOLOGY: CAUSE MARKETING IN THE COMMUNITY
13
Create an integrated communications plan for the annual Swing For The Kids golf
outing – fundraising goals increased by 10% from previous year.
THE ASSIGNMENT
Amidst the worst economic crisis in our generation, the last thing on people’s minds is
donating to charity. But because Off The Street Club is solely funded by private
donations, it was more important than ever to reach out for support.
THE BACKGROUND
Businesswomen and up-‐and-‐comers in the Chicago advertising community who are
familiar with Off The Street Club and may have been to the golf outing in the past.
THE TARGET
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Supporters of OTSC aren’t just good citizens, they’re a part of the Club. To personally invite
the women to participate, girls from the club glittered, feathered and sequined golf balls
that could sit on their desks and mailed them to past attendees. Not only was it a small
token of their appreciation, it was a quaint, handmade reminder of how much the donors
mean to the Club – especially important at a trying time like this.
THE WORK
Move ‘donation’ to the next level. Empower the individual as a stakeholder in the Club. THE STRATEGY
When cutting back, donations to charity is often the ]irst to go.
THE INSIGHT
You never know where that random article about stygmergy – the
collaborative nature of ants – you read on an airplane ]ive years
ago is going to come in handy. But that’s precisely the reason I
love to consume anything that’s interesting to me. Because I know
I’ll use it – maybe not today or tomorrow. But I will use it.
BIOLOGY: DRAMATIZING ANTS AS THE STRATEGIC INVADER
17
Rebuild penetration losses of Raid Ant & Roach spray.
THE ASSIGNMENT
Roach populations have decreased, while ants are on the increase. But half of
consumers are leaving the category and opting not to treat their ant problem.
THE BACKGROUND
Ant sufferers, who are apathetic to their pest problem. They tolerance threshold is higher
than ever, and they don’t perceive ‘an ant or two’ as something that needs to be handled
with bug spray. How do we get them to think differently about the home invaders?
THE TARGET
19
Kill the messenger.
THE STRATEGY
Although ants are seen as one of the only benevolent pests, they’re actually a conniving, strategic
network of scouts, spies and workers scheming to pillage your home. And while you may
only see a couple at one time, those scouts are on a reconnaissance mission, laying
a trail to food for the thousands of others waiting back at the colony. Letting them
live is simply an invitation for the others.
THE STRATEGIC IDEA
A couple of ants aren’t worth the effort or cost of treatment. THE INSIGHT
We’ve but scratched the digital surface and in the meantime, every
second the amount of unknown grows exponentially. But maybe it’s not
about ]inding The Answer, but rather, about going to the source and
exploring how people are behaving in those spaces – ]ish where the
]ishes are, no? The following two projects were designed and
conducted in the digital space – one an ethnography on how Young
Families utilized the digital, social and mobile space in their daily lives,
and the other was research conducted via Facebook focus groups and
an ethnography app for smartphone users.
JOURNALISM: DIGGING INTO DIGITAL, SOCIAL & MOBILE BEHAVIORS
21
23
Conducted a digital, social and mobile proFile of Young
Families, using life events as the lens through which we
looked. Built an interactive, digital access point that put a
face to each consumer and started to build a proFile of their
digital behaviors, created from live interview footage and
artifacts from the Field.
FACEBOOK FOCUS GROUPS
24
They gave us video
tours of their homes,
introduced us to their
children and dumped
their purses.
We rode along on
errands, joined them
for ‘me time’ and met
their inspiration.
OVER THE SHOULDER iPHONE APP
UnFiltered access to
their proFiles – it’s like
a peek inside the
medicine cabinet!
Reactions to
posted
questions and
impromptu
interactions
between
respondents.
Thank You note to her favorite
fragrance, posted on the group’s wall.
Here’s a collection of my favorite passion projects I’ve done for the
Draftfcb planning department.
EXTRA CREDIT
25
27
18 minutes that will impact your thinking. your work. your career. TED TALKS COMING SOON.
IDEAS ELEVAWe Think He’s
Interesting
Featuring Award-Winning Documentary Filmmaker
Steve JamesHoop Dreams + At the Death House Door + The War Tapes
He relentlessly pursues the unlikely story, shedding light on
the narrative hidden in the ‘everyday’
Speaker Series
Friday, December 4th
3:00 to 4:30pm
14th Floor Auditorium
First come, first serve seating
The Nudge Cube is my take on a
book report for planners. Instead
of simply reiterating the concepts
in Nudge, I turned them into
archetypes and created a
behavioral economics cheat sheet
that sits on your desk.
Hungry for some interesting
outside inspiration, I
proposed a six-‐pack Speaker
Series, kicking off with
documentary Filmmaker
Steve James. His talk was
called ‘How to Plan Like a
Documentary Filmmaker.’
After screening TEDtalks with my
team for a couple years, I wanted
to extend it to the entire agency.
The talk consisted of a facilitated
discussion and a fast, iterative
ideation of applications for the
agency.
I developed Rethinking Stats
as a tool for making boring,
numbers, brilliant. Through a
Filter of six approaches, this is
all about how to reframe
your number to make it
shine.
29
EXPERIENCE STRATEGIC PLANNER, DRAFTFCB CHICAGO, IL SEPTEMBER 2010-‐PRESENT Lead planner on SC Johnson, Pest Control (OFF! & Raid); Planner on Air Care (Glade) and Corporate (Family Campaign) • Partnered with clients for product launches, concept development and tesAng, strategic communicaAon plans, wriAng creaAve briefs and context planning, resulAng in record sales year for Pest Control in 2010 • Designed and conducted ethnographic research via Facebook and the Over The Shoulder iPhone app, providing real Ame, uncensored interacAons with consumers; resulted in ‘transformaAonal’ work according to a lead client • Spearheaded ethnographic study of the rural consumer in three markets, leading to fresh insights for a category-‐changing line of products and client funding for suburban and urban versions; presented to the Walmart buyer • Authored intellectual property for the agency – including Rethinking Stats, the Nudge cube, the Empathy Toolbox and the Snoopologist’s Field Guide – simplifying complex theories into digesAble, acAonable concepts COFOUNDER, ME SO FAR CHICAGO, IL JANUARY 2010-‐PRESENT Co-‐concepted and -‐developed innovaAve daAng event from the ground up and hosted first event in early 2011 ASSOCIATE STRATEGIC PLANNER, DRAFTFCB CHICAGO, IL MAY 2008-‐AUGUST 2010 Planner on State Farm, Auto/Home AcquisiGon & RetenGon • Gained strategic experience in mulAple channels: digital, direct mail, DRTV, collateral, promoAons and life events • Developed direct and digital strategies for crosscultural iniAaAves, including Hispanic, African American and Asian • Redefined the segmentaAon of the Young Adult target using primary and secondary sources, resulAng in precise and relevant messaging, fresh insights and a refined strategic direcAon • Led ethnographies of Young Families, uncovering behavioral and ahtudinal insights in digital, social, and mobile spaces ASSOCIATE PROJECT MANAGER/JR. PLANNER, DRAFTFCB CHICAGO, IL FEBRUARY 2007-‐APRIL 2008 • Managed client deliverables, Amelines, trafficking and project development on $12MM direct markeAng account, State Farm • Analyzed and evaluated compeAtor’s marketplace presence; presented insights to client • Shadowed VP Strategic Planner for a year; wrote briefs, analyzed quant and qual research, developed Insight Toolbox • Created a series of whitepapers using the client’s untapped research, providing agency and client a concise resource ACCOUNT COORDINATOR, DRAFT CHICAGO, IL FEBRUARY 2006-‐FEBRUARY 2007 Built an informaAon database which served as a catalogue for presentaAons, research, arAcles and compeAAve samples
30
ORGANIZATIONS CHICAGO ADVERTISING FEDERATION YOUNG PROFESSIONALS, 2007-‐2010 Board Director 2009; Co-‐chaired CAF Career Day 2007, 2008 & 2009 OFF THE STREET CLUB SWING FOR THE KIDS INVITATIONAL, 2007-‐2010 Volunteered as strategic lead for the annual invitaAonal, helping to raise over $300,000 AAAA’S INSTITUTE OF ADVANCED ADVERTISING STUDIES PROGRAM FALL 2007 UAlized primary and secondary research to develop a fully-‐integrated, mulA-‐channeled campaign strategy for Wells Lamont work and garden gloves in an eight-‐week seminar taught by industry professionals EDUCATION BACHELOR OF ARTS, INDIANA UNIVERSITY BLOOMINGTON, IN 2001-‐2005 Journalism & Gender Studies, graduated with High DisAncAon [3.89 GPA] SKILLS UnconvenAonal QualitaAve Research • ModeraAng • Developing Intellectual Property • QuanAtaAve Research Analysis • Calculated Boldness • Young Adults / Millennials • CRM • Uncovering Insights • Corporate Branding • CPG • New Business • Consumer Profiling & SegmentaAon • Adobe CreaAve Suite • iMovie • Keynote • Social Media • Gender Studies • Crossculturalism • Empathy MarkeAng • Digital Strategy • Young Families • IdeaAons INTERESTS Birch Camp • Pho • Labradoodles • Improv • InspiraAon Cafe • Seeing the World • Banana Bread • TEDtalks
BIO
32
Outside of work, my passion for learning continues but in a slightly different venue. You
can ]ind me honing my improv skills at Second City and learning the art of the perfect
sauce at the Chopping Block. And I’m often up near Argyle and Broadway, dining on my
favorite food, pho, planning my next trip overseas, perfecting my homemade banana
bread or chasing my labradoodle down the lakefront.