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Forrest W. Anderson -- Information-Based Insight -- 415-513-5042

Positioning and Message Development (Branding Services)

Internal Communications and Change Management

Communications Audits

Media Research and Management

Competitive Research

 Agency Services and Account Planning

 

Positioning and Message Development (Branding Services)

Positioning and Messaging for a Nationally Recognized Bank

When Forrest Anderson was Director of Research at Golin/Harris, the agency was asked to do a full image and communications audit for a large bank that had grown through acquisition.  Forrest was responsible for personally conducting most management interviews, doing focus groups with employees, reviewing research the bank already had done on its customers and interviewing customer specialists.  He was also responsible for integrating the research done by other members of the team.  This was primary research with investment analysts, community thought leaders, regulators and legislators. 

The Bank's management wanted it to be perceived as very customer-oriented.  However, the customer and employee research clearly showed neither of these audiences felt the Bank was customer-oriented.  This was primarily because in the process of rapid expansion through acquisition, the Bank was using at least seven different technological platforms for all of the business units it had acquired.  Customers with bank accounts in one state could not cash checks at the Bank's outlets in other states.

The team recommended to the Bank that they not say they were customer-oriented or customer-friendly.  Employees and customers would not have believed this.  Worse, by making statements these audiences did not believe, it would most likely cause them to question other messages from the Bank that might well have had solid experiential support.  Instead, we recommended they say they recognized they had a problem in this area and that they were trying to become more customer-oriented.  They should support this by talking about the steps they were taking to become more customer-friendly.

In addition, we told the Bank we believed it could never be leading edge in customer responsiveness until it solved its platform infrastructure problem.  In our view, the Bank was not operationally aligned with the promise it wanted to make, so it should not make that promise until the alignment was fixed.


Developing a Messaging Strategy for the Boy Scouts of America

When Forrest Anderson was Principal, Forrest Anderson and Associates, Inc., Burson-Marsteller (BM) asked him to help develop a set of messages for the Boy Scouts of America (BSA).  BSA wanted to boost its scout membership and increase the number of adults who assist Boy Scout troops across the United States.  Forrest Anderson designed research to develop messages that would appeal to seven-year-old boys, the parents of seven-year-old boys and adult volunteers.  Forrest conducted focus groups with parents and adult volunteers in four cities across the United States.  Forrest hired a specialist in research with children to conduct focus groups with seven-year-old boys in two of these cities.  In the groups, Forrest explored attitudes toward the BSA and then shared a statement BM drafted describing what BSA was all about.  This statement was based on BM interviews with BSA leadership.  Forrest asked respondents to edit the statement to say what they thought it should and then asked what they had written.  In the discussion that followed, respondents shared their perceptions of what BSA was and should be.  After each set of groups, Forrest revised the statement to reflect the changes focus group participants suggested.  By the last focus group, respondents made no substantive changes in the statements.  The team had achieved messages that stated BSA leadership's vision in the language these target audiences found persuasive.

Environmental and Corporate Positioning for Weyerhaeuser

When he was Director of Research and Account Planning for Golin/Harris, Forrest Anderson lead a team of agency-account and research staff in a project to develop an environmental message platform for Weyerhaeuser, the forestry products company.  Forrest interviewed senior and middle management, tapped into a survey Weyerhaeuser was already doing with employees, reviewed research Weyerhaeuser had done already with activist groups and investment analysts.  Target audiences ranged from investment analysts who wanted to hear a very conservative environmental policy, to environmental activists, who wanted to hear a very liberal policy.  Forrest and his team developed a set of consistent messages that expressed management's point of view while appealing to the interests of each target audience.  The team worked up from this set of messages to create an over-arching message for all target audiences.  Weyerhaeuser was so pleased with this work that it asked Forrest and his team back to do the corporate positioning for the company.  Some seven years later, Montye Male, at that time the head of Weyerhaeuser's Corporate Communications, told Forrest that the work he and Golin/Harris had done still drove all the company's communications.

 

Internal Communications and Change Management

Change Management/Internal Communications for a Midwest-Based Consumer Packaged Goods Company

When Forrest Anderson was Director of Research and Account Planning at Golin/Harris, he worked on a change management program for a Midwest-based consumer packaged goods company.  Senior management had set a course and communicated it to middle management, but the changes were not happening.

Forrest and his team first interviewed senior management to understand their vision and what they had done do implement it.  They also did one-on-one interviews with middle managers and field sales people, and focus groups with lower-level employees.  The team found communication was breaking down at the middle-manager level.  Senior managers were generally good communicators and conscientious about communicating to their direct reports.  Lower-level employees appeared anxious to hear about and make the changes.  However, middle managers appeared to be somewhat threatened by change and unsure of what they were supposed to do to implement it.  Moreover, middle managers were not always strong communicators.

The team recommended more direct downward and upward communication.  It suggested the CEO and other senior managers should announce major changes in person to all employees at employee meetings.  All managers should undergo 360-degree reviews and part of the evaluation should address the ability to communicate.  If a manager received poor ratings on communications from subordinates, he or she should feel it in their bonus check.  Lower-level employees should be encouraged to talk upward openly or, if they felt threatened, anonymously through suggestion boxes and a management Q&A in the company newsletter.  In addition, middle managers needed to speak to their supervisors and peers to develop the strategies they needed to execute management's vision.

The client acted on most of the team's recommendations and was so pleased with the results that it named Golin/Harris its vendor of the year for the work.


Achieving Employee Buy-In at a Medical Diagnostics Company

While Director of Strategic Insight at Burson-Marsteller, Forrest Anderson worked with a Medical Diagnostics Company that had grown through multiple acquisitions.  These acquisitions frequently led to layoffs in the acquired subsidiaries and in the mother company.  The industry was rapidly consolidating creating intense pressure on margins.  Management was concerned about the morale of employees and asked its communications officer to address the situation.  Fortunately, she was a firm believer in research.

Forrest Anderson did focus groups with employees in the Company's business and administrative units in a number of cities.  He found that employees understood the challenges the Company was going through, but felt they never knew what the company planned to do about the situation or what effect it was likely to have on them.  Management's primary communication channel for this kind of information was on-site meetings between the CEO and the most senior management of the facility.  The information from these meetings was supposed to "trickle down" to all employees by way of the chain of command.  While there was a newsletter, it did not address the real issues facing the company.  This communication approach left middle managers and lower-level employees feeling left out, in the dark and patronized.

Forrest's team recommended opening up communications.  CEO meetings should be with all employees and should frankly discuss the issues the company and the facility faced.  In addition, the newsletter should be used to address the same issues and reinforce management's point of view.

The communications officer presented Forrest's report to the CEO, who responded very positively.  He became the Company's communications champion and began doing as many meetings per site as were necessary to speak with all employees.  He also began responding to employee questions in a Q&A format in the newsletter.  His new openness encouraged other senior managers to be more open as well.  Nine months after the Company implemented the recommendations, the communications officer reported morale was much improved.

 

Communications Audits

Assessing the Strength of Relationships and Communications Effectivness
For the National Governing Board (NGB) of an Olympic Sport  

The CEO and Board of Trustees of the NGB of a US Olympic Winter Sport were concerned that the organization's business model was changing and communications may not be keeping up.

Working with Linhart Public Relations, Forrest Anderson used a relationship measurement technique as a key part the audit of the NGB.  Those he surveyed included current and potential team athletes, their parents and coaches, donors and trustees.  The data showed relationships were strong across all but two of six critical relationship factors:  Exchange and Mutual Control.  

The ratings on Exchange seemed appropriate.  However, the Mutual Control issue was different.  The NGB needed commitment to training, integrity and itself from athletes and coaches, and money from donors.  The athletes and coaches wanted financial and logistic support from the NGB.  Donors wanted to see performance, integrity and support for the NGB from the athletes who reach the podium.  But most stakeholder groups did not believe the client listened or responded to their wants and needs.  The data enabled Forrest to show the client that to achieve its goals, it needed to listen better and actually respond to stakeholder concerns, rather than ignore them. 

In addition Forrest found that while the NGB was relying on press coverage to get most of its messages out, virtually every audience reported they got most of their information through word of mouth.  This was particularly true of athletes.

The client applauded the presentation and the CEO noted "After conducting thorough, fact-based research, Linhart PR  developed smart, pragmatic recommendations that will help shape our organization’s future for many years to come."

 

Assessing Michelin, North America's, External Communications
And Reorganizing the Communications Function   

When Forrest Anderson was Director of Research at Golin/Harris International, Michelin, North America asked him to conduct a complete communications audit and recommend a structure for its communications department.  Forrest conducted interviews with management to determine business goals and key target audiences.  He also interviewed members of the communications department, conducted research with resellers and customers, and did an analysis of Michelin, Goodyear and Firestone media coverage.  In addition, his department reviewed all external communications materials.  Forrest and his team were able to identify key messages that should go to specific target audiences and determine whether those audiences were indeed receiving the messages through the communications materials Michelin was distributing.  Based on this assessment, the team recommended reorganizing Michelin's communications department against key target audiences and offered three potential operational models.  One challenge with this project was that Michelin senior management in France, were not aware of how PR is conducted in the US, how competitive it is and how much difference it can make to sales.  Michelin asked Golin/Harris to present its recommendations to Michelin senior management in France.  Senior management accepted the team's recommendations and the new organization was put in place.


 

Media Research and Management

Determining a Positive Media Positioning for a US-Based International Hi-Tech Company

When Forrest was VP Research and Analytics at Applied Communications, his team was asked to assess the media perceptions of six US-based hi-tech companies operating in China.  The parameters of the analysis were to look only at English-language media about these six companies.  The team found most of these companies had tried to position themselves as Chinese companies.  However, the media, and by report, the Chinese, were not buying this.  The company in the best apparent position was one, which had described itself as a US-based company that, through its operations in China, could help China compete in the international hi-tech market.  This was well received by the media and the Chinese.  The team also noted the media far more frequently quoted Chinese rather than European or American managers of hi-tech companies operating in China. 

Our recommendation was to develop messages supporting the same kind of positioning as the successful company.  In addition, the client observed that most of the client company's managers were from the US and noted the Company should consider increasing the number of Chinese in management positions in China.


Managing More Positive Media Coverage for Genentech

When Forrest Anderson was VP Research and Analytics at Applied Communications, a biotech/pharma client was about to have one of its drugs receive a preliminary hearing, and, assuming the hearing went well, approval for marketing.  Forrest's team assessed the coverage of the preliminary hearing and noted the media were much more likely to pick up material that used common rather than medical language.  The team also noted stories that included patients tended to be much more positive than those that did not.  We recommended the client adjust its media materials to use common language and to include more patient stories.  The client followed our suggestions and, when the drug was approved a few weeks later, the client received more, and more positive coverage.  We received an award from the Holmes Report for this work.


Enhancing Michelin, North America's, Media Coverage

When Forrest did the initial Michelin, North America, media analysis, he noticed Michelin received extraordinarily positive coverage on topics associated with safety.  At the time, management wanted to position the company as technologically superior and pushed for technology stories.  Forrest suggested that if they wished to increase their positive coverage, they should do more safety stories.  Michelin followed this suggestion and did indeed generate more positive coverage in the following years based on increased safety coverage.

Assessing the Impact of One Year's Media Relations for Chrysler

While Director of Research for Golin/Harris, Chrysler asked Forrest Anderson to evaluate the effect of a year-long program to improve media perceptions of the company.  While Chrysler had a list of media it felt were important, it had no benchmark value for media perceptions against which to measure.  Forrest designed a research plan that asked the media what they liked and disliked about Chrysler's media relations, how they would prefer to receive information, and so on.  To get at the change in perceptions he asked each media representative whether his or her attitude toward Chrysler media relations was better than, the same as, or worse than it was a year ago.  Media responses to this last question were overwhelmingly positive, and Chrysler PR was able to share this information with management. 

 

Competitive Research

Reviewing One Year's Competitive Activity for a Major Player in the Computer Storage Space
And Making Recommendations for Outflanking the Competition and Achieving a Stronger Position

When Forrest Anderson was Managing Director of Context Analytics, a major player in the computer storage space asked his team to review the past year's competitive and communications activities in this category.  Forrest and his team did a media analysis of the six primary competitors in the field.  This analysis included a review of the share of specific topical discussions as well as how fast each discussion had grown that year.  In addition, the team spoke with experts in the field and reviewed the activities of each competitor as reported in the media.  One competitor was of particular interest to the client because of its aggressive marketing and recent acquisitions. 

Through the media analysis, Forrest's team was able to demonstrate the client had ceded a position in rapidly growing topical discussions.  These topics were growing in importance because of regulatory changes.  The team's review of marketing activities and web sites revealed the client's main competitor had a much more customer-friendly approach than the client did.  In addition, when announcing mergers, the main competitor had outlined the direction it expected the business to go and how it planned to compete in that space.  Forrest's report noted that the client had historical experience in this space, but that the competitor had had to acquire its way into it.  By mounting a thought-leadership communications program in that space, the client could take it before the competitor could.

Forrest presented these findings to the client chief executive and his heads of marketing and sales.  The presentation meeting moved immediately from presentation to a discussion driven by the Chief Executive, regarding the changes in operations and communications the client needed to make to compete more effectively.     

Competitive Research for a Server and Network Hardware and Software Vendor

While he was VP Research and Analytics at Applied Communications, Forrest wrote weekly competitive research reports for a major server and network hardware and software vendor.  The reports reviewed the current and expected activities of five competitors and two issues important to the client.  The expected activities were triangulated based on reports in the media, references in competitor executive speeches, analyst statements and so forth.  Forrest summarized the most critical developments at the beginning of the report.  He also suggested messaging and tactics the client could use to outmaneuver and deposition its competitors.

Assessing Attitudes and Perceptions of Design Engineers

When Forrest Anderson was Managing Director of Context Analytics, a microprocessor intellectual property company asked Context to do research to determine awareness and attitudes of design engineers in market around the world.  The research was to measure changes from awareness and attitudes measured a year earlier.  Forrest contracted with an international publication for design engineers to e-mail invitations to complete an on-line questionnaire.  The study yielded 200 US respondents, 200 European respondents (UK, France, and Germany) and 200 Asian respondents (100 China, 100 Japan).  Forrest designed the research to enable him to identify not only how positive engineers were toward the client and its competitors on various topics, but also to identify which of these topics were most important to the engineers.  In his analysis, Forrest set up grids for each geography ranking issues and attributes in importance to those geographic respondents and showing the ratings for the client and each competitor.  He focused on those attributes and topics most important to the engineers and showed where the client was in a relatively strong or weak position.  He then recommended operational and communications strategies for each reason based on these results.  The client was very satisfied with this work and asked Context to do the study again the following year.

Competitive Market Assessment

Since beginning his own consulting practice in 2004, Forrest Anderson has completed two secondary research projects for the client of a major PR agency with an office in San Francisco.  The reports assessed the competitive strengths and weaknesses of seven major competitors of the client in a specific business area.  Forrest identified which companies were actively pursuing the market and the product and communications strategies they were using to execute their strategies.  The client considered its strategy, based on the initial report, and asked Forrest to review three more companies with a focus on a specific product area.

 

 Agency Services and Account Planning

Serving as Research Director for PR and Consulting Firms

Forrest Anderson serves as a research director on call for a number of small- and medium-size agencies.  He helps them put together research to support new business pitches and ongoing clients.  He designs research projects for these agencies to execute, and revises and validates those the agencies propose.  He writes programming methodologies.  He conducts account reviews.  He can stand in as a member of the account team in new and ongoing business.  He can manage junior research resources


Competitive Market Assessment

Since beginning his own consulting practice in 2004, Forrest Anderson has completed two secondary research projects for the client of a major PR agency with an office in San Francisco.  The reports assessed the competitive strengths and weaknesses of seven major competitors of the client in a specific business area.  Forrest identified which companies were actively pursuing the market and the product and communications strategies they were using to execute their strategies.  The client considered its strategy, based on the initial report, and asked Forrest to review three more companies with a focus on a specific product area.


Account Reviews

When Forrest was Director of Research for Golin/Harris, he was responsible for the agency's account reviews.  Forrest wanted to move the review process more toward the advertising account-planning model.  In addition to reviewing the status and issues on the account, Forrest asked account leaders to prepare a brief on the external and internal threats and opportunities the client faced in the coming year.  When asked, Forrest and his research department helped account teams develop these briefs.  With this information, the review discussion focused on what the agency should plan to do for the account in the coming year.  This in turn enabled the account managers to be proactive with their accounts and recommend actions based on their issues analysis.  Account managers appreciated the discipline of standing apart from their accounts long enough to review the overall business situation and bring fresh ideas to their clients.  The account reviews regularly lead to increased business from the clients.

When Forrest was principal of Forrest Anderson and Associates, Inc., he did account reviews for independent agencies. 

 

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