How Aetna’s Brand Transformation Teaches a Lesson in Storytelling Marketing

A company’s brand transformation process should never be taken lightly, especially for a health insurance company that serves the lives of thousands of people across the country. When David Edelman joined Aetna’s team as the CMO two years ago, he knew that a change was needed to reimagine the public perception of health insurance companies. On this episode of Renegade Thinkers Unite, you’ll learn how he and his team successfully transformed the Aetna brand into one that puts the joy and wellness of its clients first and foremost.

David shares why a rebranding transformation is not just a marketing thing — it must be an organization-wide effort that translates to tangible changes for customers. Drew and David also dive into how the Aetna marketing team achieved internal company buy-in, and how acting courageously in their market led to a completely reinvented brand rooted in sincere storytelling.

Get inspired to let storytelling drive your next marketing move.

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What You’ll Learn

David’s first challenge was figuring out the space in which Aetna could relate with clients

When asked about the healthcare industry, most people will associate the market with negative words and emotions. Overcoming this negative association was David’s first challenge as Aetna’s new CMO. He realized that Aetna had to become so much more than a health insurance company. He tells Drew that they needed to become “a partner in our clients’ lives,” while telling each client, “We’re joining you! You lead, we’ll follow.” By opening up this line of honest communication with their clients, Aetna has been able to enter into new spaces of health, wellness, and preventative medicine.

Achieving internal buy-in was critical to the success of Aetna’s brand transformation

Before Aetna could help their clients reach their wellness goals, David and his team first had to achieve internal buy-in. Previously, each of Aetna’s departments had their own “feel” and culture. They combated this lack of unity by sharing the new brand promise, explaining priority initiatives, and continually asking for employee feedback and insights. They also used a variety of evaluation and measurement tools that allowed them to make the necessary course corrections throughout the brand transformation process. To hear the full story behind how all of this – and more – was achieved in just 6 months, be sure to listen.

Reorienting the B2B and B2C sales teams to sell with storytelling in mind

Drew and David talk at length in this episode about how Aetna successfully sells in both the B2B and B2C space. Not only does Aetna sell to individuals and families, but they also offer healthcare packages to small businesses and major corporations. David outlines a few major tools his marketing team was able to share with the sales team to make selling the new Aetna brand easier:

  • Arm the sales team with great content
  • Share the new customer experience
  • Use storytelling techniques – don’t just share lists and data
  • Focus on the idea of “One Aetna”

The reorienting process hasn’t been simple, but David and his team have handled it beautifully so far. For the full story, don’t miss this episode of Renegade Thinkers Unite.

Timeline

  • [0:28] David approached his marketing challenge at Aetna with courage
  • [3:54] The first steps in rebranding the entire company
  • [9:06] Taking action on the research David and his team collected
  • [11:28] Overcoming pushback throughout the rebranding process
  • [13:48] Engaging employees was critical in making the rebranding successful
  • [21:00] The internal structure of the brand transformation at Aetna
  • [26:05] Reorienting the B2B and B2C sales teams to sell with storytelling in mind
  • [36:41] David’s final thoughts on brand transformation and lessons learned during his 2 years at Aetna

Connect With David:

Resources & People Mentioned

Connect with Drew

How to Rebrand on a NPO Budget

If you ever wondered about the validity of the old proverb, “necessity is the mother invention,” then you’ll want to read word for word my extensive interview with Dara Royer, Chief Development and Marketing Officer of Mercy Corps and winner of The CMO Club‘s Officers Award. Like her organization, Dara works miracles on a minuscule budget and in the process provides yet another illustration that the cool CATS of marketing get it done:

  • Courageous: Dara talks about courage as her secret weapon, noting that you have to “trust, in what you see and what you believe is an opportunity if you’re going to create big positive change.”
  • Artfulness: It takes a deft hand at the tiller to turn an organization in a new branding direction. As Dara puts it, “Being right isn’t always enough to get you to the finish line,” you need to listen and let others participate in the process.
  • Thoughtfulness: As a purpose-driven organization, thoughtfulness is at the core of the brand she explains, “If you want to create transformational change in individuals, in communities, in our broader world, you need to not only meet people’s urgent needs of today, but you need to focus on helping them build a stronger tomorrow.”
  • Scientific: In addition to tracking key business metrics like fund-raising, Dara is committed to constant improvement through a test & learn approach: “We’re evolving little things along the way to make sure that the brand is really usable for people.”

Drew: I have this theory that there’s at least a little renegade in every CMO. What is one way that you’re a renegade?

Dara: Where others run away, I run toward challenges. In fact, like a bee to honey. Truly, if you tell me something can’t be done or there’s no way that we can accomplish something, then to me that’s the clarion call to action. We’re going to take on that challenge and run square at it and try to wrestle it to the ground. For example, there are 2 million purpose driven organizations in the U.S., and at Mercy Corps we’re working to put ourselves on the map with a smaller marketing team and a smaller budget than some of the big dogs. We’re already making progress against that goal.

Drew: Running towards a challenge is certainly a very renegade thing. When you’re running at the challenge, and you are underfunded, what’s one nontraditional technique that you used with success?

Dara: We handle a lot of things in-house that most other organizations or businesses would outsource. A great example would be global brand research. There are many organizations that would pay big bucks to do that. We didn’t have those dollars so we actually trained our teammates that work in many of the different countries in which we operate. We taught them research methodology and we taught them how to talk to their fellow team members, government officials in the area, and the beneficiaries of the people that we help in order to pull out insights that are going to be valid for us to synthesize as part of a global brand research. The benefit of that was that we were actually bringing them along, our global teammates, in the process of building our global brand and that was actually the upside of taking a road less traveled.

Drew: We have a client who’s looking at a global study and its hugely expensive to do it right, to translate it into multiple languages and then to try to synthesize the data after it’s in these languages and then bringing it back to English. Using employees to field the research is brilliant — the tricky part is getting them trained. How did you make sure that they did this in a valid research fashion?

Dara: It’s a great question because as we all know, garbage in garbage out. If you didn’t have a solid research methodology, then you won’t have valid results. We did a number of trainings with the people who were going to participate and then we actually had them do mock interviews, because this was all qualitative research, so we could give them feedback on the way they were approaching the work. Every single person was trained in that same fashion following this research guide that we created. The proof was in the pudding. The results that we got back were consistent and valid, and the reason we knew they were applicable is because we were able to pull out the same kind of thematics regardless of the country in which the research was done. The same themes were coming to the surface–incredibly powerful, and much less expensive than the traditional way of approaching the work.

Drew: I’m curious, because we encourage our clients to do research for any number of reasons, how you used the research once you gathered all this information.

Dara: The research was the underpinning of our brand refresh that we did and it was important to help get the organization out of what I call the echo chamber, where we talk to each other, we nod our heads, and we all share a brain around what we believe the truth is. Yet, there are lots of different perceptions that exist out there. Part of what we were trying to do was show the organization some different perspectives that exist, so that was step one. We shared this information internally, and it absolutely informed how we positioned our brand strategy and ultimately our visual and our verbal identity.

Drew: We all know that it’s hard to get marketing messages to stand out. What’s the one thing you do to make sure that your marketing cuts through?

Dara: It is absolutely a challenge. We are focused on the overall epic, not the episode. What I mean by that is particularly for an organization like ours, that works in 42 different countries, our work is so vast and so diverse but we’re trying to tell one big story vs. lots of little stories. We want to make sure that whenever anyone is interacting with Mercy Corps and sees any kind of content, be it a video or a direct mail piece, that they’re understanding what that larger story is. Telling the epic, being consistent in the story that we’re telling, is a huge focus for us in trying to break through the noise. Because when you try to tell many different episodes, people start to not understand who you are, what you do, and why you matter.

Drew: I haven’t heard storytelling put that way, but certainly we all love epics. What is that epic story that you’re telling for Mercy Corps?

Dara: Our epic is rooted in this fundamental belief that a better world is possible. If you want to create transformational change in individuals, in communities, in our broader world, you need to not only meet people’s urgent needs of today, but you need to focus on helping them build a stronger tomorrow. Our response to an earthquake in Nepal or the way that we are helping millions of refugees who are fleeing war conflict in their countries has a common theme, which is that our donors, or the people that partner with us, are the bridge from a challenge today to a better tomorrow that we believe is possible in the world.

Drew: What are some of the tricks that you learned to make sure that you have a great story?

Dara: I’m going to tell you a story in my answer. First, you start with relevancy and an understanding of the audience that you’re trying to engage with. What is going to make a story relevant to their world and their life long enough for them to pause? The story I’m going to tell you is about our desire at Mercy Corps to talk about our conflict resolution work. Sounds like a snoozer, right? It’s important, though, because when we work with refugee populations and you have 2 million refugees flowing across borders, it can create huge tensions in communities. We set out to tell this conflict resolution story, and the story we ended up telling was from the perspective of a mother who had been part of a Mercy Corps conflict resolution program. She, and the other mothers in this group, ended up creating a playground where their children, Syrian and Lebanese children, could come together and play together. The result was incredible. These women all became part of a larger community and what you heard was her voice, you saw her tears, you saw the children playing on the playground together. It was incredibly compelling and it was relevant and relatable to any mother, anyone who’s been a child, or anyone who could get into the heart of the story. Yet it was on a very wonky subject. Kudos to our team and our producer for heading into this situation and saying “what would make this a relatable story to people?” You show vs. tell. We showed something vs. saying “we want to talk to you about the importance of conflict resolution.”

Drew: It’s amazing because it’s not preachy but it’s very clear and it’s very moving and that’s why we all like storytelling. What resource would you suggest other renegade marketers look to?

Dara: This is a personal resource that I think renegade marketers need to tap into. Simply put, it’s courage. When you’re a renegade and you’re disruptive, either in your organization or the marketplace, you’re going to have opinions that aren’t popular. You’re going to stand alone. You’re going to have to be able to dig deep and have confidence, and trust, in what you see and what you believe is an opportunity if you’re going to create big positive change. The one resource is that you have to be courageous.

Drew: What’s the toughest lesson that you’ve learned when it comes to marketing?

Dara: Being right doesn’t always matter. I was schooled in speech and debate, and I competed for a long time, and I learned in that trade if you brought the right evidence to the table and you were a good speaker, you generally win. It doesn’t work that way in the real world and in business, particularly in today’s day and age. I think a lot of people will come to the table whether they work in HR or finance and everyone thinks they’re a marketer. You can’t just show up at the table like you’re hired to be the expert and you wear the CMO hat or you’re in charge of marketing and therefore everybody should just pause and listen to you. You have to have great negotiation skills, you have to understand internal dynamics and politics. You have to be a good listener. Being right isn’t always enough to get you to the finish line.

 

Drew: Let’s dive deeper into the brand relaunch and the key steps.

Dara: Step one was that we had to convince the organization that we needed to pay some attention to our brand. This first step was actually selling senior leadership and our board on the reality that there is so much potential for our brand to be stronger than it is, but it’s going to require us to find the simple human truth that exists at the core of our brand and reposition ourselves to be successful in the marketplace. Step one was gaining some internal buy in. Once we got that, we moved into really extensive research- qualitative and quantitative research at a global scale. With those insights in hand, the next step was building our brand strategy and there were three components: the essence or positioning, our attributes, and our behaviors- because we know brand is not just how you think or how you speak, it’s how you act as well.

Drew: What was the next step?

The next step was to build the visual and verbal identity, our brand standards, and a toolkit so that team members in our very decentralized organization could start bringing the brand to life themselves. The next step, which I will say is still ongoing, is what we called our rolling rollout. Rather than a giant “ta-da” launch, we started our rollout in Uganda about a year ago at our global leadership gathering. We continued to evolve the brand, create more tools and resources, bring the brand to life, and help our field teams bring the brand to life as well. It was a detailed, multi-step process, handled largely by our in-house team.

Drew: Was any of the brand development outsourced at all?

Dara: It was. For the quantitative research, we did work with an outside firm. The majority of the qualitative research we handled in-house. For the brand strategy, we did outsource the first piece of that work as well. The visual and verbal identity, the rollout, all the tools, and the creation of the brand book, was all handled in-house.

Drew: What were some of the hurdles that you had to overcome in order to bring this program to fruition?

Dara: As I’ve always said, your first audience is your internal audience. I’d say bringing the team, the global team of 5,000 people, along with us in this process. Even just helping people see that brand is not bad. There was a view in an organization like ours that brand is selling out and that our work should just be able to stand on it’s own. That was certainly a hurdle, bringing the organization along. I would also say it was helping people believe in something that they’ve never seen before. They’ve never really seen a brand process or been inspired by a brand product and we had to bring them along in that. That was a challenge.

Drew: What were some of the other challenges?

Dara: The budget was absolutely a challenge too. It was daunting to think about creating an entire visual, verbal identity for a global organization and then rolling it out globally with what was originally a $50,000 budget for all of those steps. I had a team here who had never done brand work before, who I turned to and asked to be a partner and to do this work in addition to their normal day job. When I say everyone said it couldn’t be done, there were certainly moments where I thought to myself “what are we doing here? Can this actually be done?” We just decided failure wasn’t an option. The brand needed to be as strong as our global work and our global mission. We plowed through, but it was certainly a challenge. When you have a field-led organization that has a very diffuse strategy, how do you get to a common factor that is our singular human truth? Getting to that essence was really challenging for us, but we got there, it’s resonating and that’s powerful.

Drew: Was there an “a-ha” moment when the folks suddenly understood, because I think the issue of a nonprofit organization having a brand is an interesting one. Did you find that they suddenly went “oh” and lightbulbs went off because you suddenly got them to understand brand?

Dara: The lightbulbs went off at the right moment, but it was a real nailbiter. When we went to the global leadership gathering in Uganda, there was an hour-long presentation on where we’ve been, where we had come to, and how our brand is going to come to life. That was the moment where the lightbulbs went off. It’s because people all of a sudden could see themselves in the brand. What I realized is that the fear people had was that we were going to tell a story that wasn’t authentic to who we are. When they realized that the heart of the brand was totally rooted in authenticity and was just shining a bright light on our work in a way that gave a nod to the diversity of what we do but also spoke to what tied us together and what united us as a global group, that’s when people got it.

Drew: How did your targets react?

Dara: They were so moved and tearful and I had people, from our country director in Iraq to the woman who heads our programming in Nigeria, come to me and say “I have never been so proud to be a part of this organization.” That was the lightbulb moment. They saw themselves in it and then they understood what it is we’re trying to accomplish. It wasn’t until that point, though.

Drew: That’s a great story. How did you measure success with the rebranding?

Dara: Step one was clearly the response that we were getting internally, because in an organization that’s not centralized, our team members in the field actually have to activate and bring our brand to life and if they’re not feeling it, and they don’t believe in it, they’re not going to do it. The brand would fall apart. Step one was that people bought in. Every week, I get photos from people in the field who are so proud to share with us ways that they’re bringing the brand to life themselves consistently. That tells us that we’re getting the internal buy-in we need to continue to move forward.

Drew: Do you have other measures?

Dara: The other thing that we’re starting to see as we’re being more consistent and bringing this to life externally is obviously greater response rates in terms of increase in giving. We’re coming off of our strongest end of year in fundraising and we’re seeing people who are more engaged too. They’re more interested in spending time with our story and hearing more. All of those metrics are moving in the right direction and that tells us that our story not only resonates with us internally, but it’s also resonating with other people.

Drew: What would you say the biggest lessons learned from all of this are?

Dara: I think there’s been an evolution in brand development over the past 5-10 years. The days of the big “ta-da,” the big reveal, where you would do a giant brand launch and you’d have a thousand page brand book and you’d say “look, we’ve answered all these questions now go forth and conquer” are over. Iteration is now king. I think we learned that it was important for us to be willing to not answer all the questions and that’s why we’ve called it a rolling rollout, where we are engaging in the stakeholders that are key to bringing the brand to life and we’re getting their input along the way. We’re evolving little things along the way to make sure that the brand is really usable for people, and that it’s responsive to how people need to bring the brand to life within a framework. I think iteration is a big key lesson.

Redefining Your Brand Part II

This is the second part of my interview with Lisa Fawcett, VP of Global Marketing at CooperVision.  Lisa went through an 18-month process that resulted in redefining CooperVisions promise, purpose, values, voice and ultimately their logo and packaging.

Drew: Where was your management in your rebranding process?
They were with us every step of the way.  When you’re talking about a corporate brand it involves everybody.  The team in manufacturing are just as vested in the company’s success as the R&D team and commercial team.  This is about what the company stands for across the board – by function and region.    This project was spearheaded at the highest level of the organization.  It may have taken a bit longer given all the constituents, but by having all the groups involved it paved the way for success. You won’t have consensus but you will have input.

Drew: So how did you make the ultimate decisions?
There were two executive sponsors that were truly the final decision makers in the process.  I think it was important to have this role as part of the process. The process allowed everyone to be heard and different ideas to be included, but in the end the final decision boiled down to 2 people; the president of CooperVision and the Executive Vice President of Commercial Strategy.

Drew: Where did competitive evaluation fit in?
As part of the research we included the competitive set.  The  contact lenses market has four truly global manufacturers, many of them speaking with the same voice.   Customers think of CooperVision as a company that brings different ideas to the table, and is very approachable.  What we realized was we were not verbalizing our uniqueness to the marketplace.  We realized we were speaking just like everybody else, we were acting like everybody else, we were talking like everybody else. It was time to change.

Drew: So this must have been a big moment. 
Absolutely.  We are bringing to the forefront the things that globally we already get credit for and it is relevant to our practitioners and lens wearers.  Our promise is ‘We bring a refreshing perspective that creates real advantages for customers and wearers’.

Drew: So how did you define your purpose?
Again, the purpose is different than our promise.  The promise as I mentioned is how we differentiate ourselves in the market.  The purpose had to be a rallying cry to employees, why we come to work each day. Our purpose is ‘we help improve the way people see each day’.  We spent a significant amount of time with the Siegel+Gale team, the executive team and working with the employee base to get this right.  The segment about ‘ the way people see each day’ is not just the literal aspect of seeing each day, it is also about perspective.  We wanted something to be scalable no matter where you were in the organization.  So this is to be taken very literal, ‘you bet, we make contact lenses, we help people see each day’.  And the statement also holds a meaning on perspective in terms of ‘how’ you see each day.  Even the ‘each day’ was an important aspect to the statement because it also ground us in the every day.  It’s literally talking about every day coming to work and giving your best.

Drew: Interesting.  It’s aspirational and down to earth at the same time.  
That is what we like about it. It really does a nice job for employees of defining who we are – down to earth and aspirational.  It ties to our promise –‘we bring a refreshing perspective that creates real advantages’, because within the company we are down to earth and aspirational too – it is how we can live up to our promise

Drew:  Do you think your 7,000 employees could actually recite some aspect of the new brand?
Yes, actually it’s been quite fun. We just did an employee survey.  And what was very cool is that people are aligned, they could repeat the brand promise, they could tell you the values, and they understood what we are doing as a company.  And not only could they repeat it, they were engaged. People are sending me their new hire forms that are highlighting the values of the organization, their meeting minutes that indicate they are talking about the brand promise. It has been thrilling to watch it take hold so quickly. The other day, I was talking with a senior manager from our distribution center.   They were interviewing people and they had two really good candidates.  As part of the decision making process he asked, which one of these candidates best reflects the company’s values – that is how he made the decision.  Impressive.

Drew: So where do changes of your visual identity fit into all of this?
If you do all the foundation setting with the correct promise, values, voice, and purpose and no visual change, it can take a long time for people to begin to see a new brand has been created. Changing the visual identity after the foundation has been built becomes a catalyst to employees, customers and contact lens wearers that an updated company story is being told. One of our biggest touch points with eye care practitioners and contact lens wearers are the contact lens packages we ship to offices every single day all around the world.  So updating our packaging is important to signal an updated story is being told. I’m happy to say, that by the end of this year all of our key brands will carry our new packaging.

Drew:  Congratulations by the way.  You must feel great about this.
Yes. This has been one of the more satisfying initiatives in my career. It was a great process that yielded great results.

Drew: So talk to me a bit about how you are tracking this over time?
As we chatted about, we are taking 3 items into account. Employee satisfaction, brand tracking and allocation of resources.   I love the phrase the VP of Commercial Strategy echoed throughout this process.  ‘Brands are built from the inside out’.  Hence our big focus on employee engagement.  I am happy to say we have received our first employee satisfaction survey and the results were outstanding.  We have a highly dedicated group of people at CooperVision, and we are all now ‘marching to the same drum’.  As it pertains to the brand equity tracker we are getting ready to field our first follow up survey since the launch of the brand.  We know this will take some time to move the needle as brand scores don’t change overnight.  Lastly we are including our brand promise in our long range strategic planning.  The initiatives we are developing for the organization are ‘pushed up’ against the brand promise to make sure we are staying true to who we are as a company.

Drew:  Have you seen any sort of tangible movements as a result of this brand transformation?
What I can tell you is, our share continues to grow. And in fact we hit the billion-dollar mark, which was a cause for celebration. As I mentioned at the beginning of the interview, we didn’t embark on this journey because we had a problem, we were and are a growing company. Updating the brand ensures we continue to be relevant and credible to our customers and lens wearers so we can continue to see that growth in the future.

Drew:  So what are the key lessons here?  
First and foremost, do your homework with all your constituents. Get a good understanding of what the company’s perception is in the marketplace as well as the perception of the competitors.

Second, if you want the entire organization to embrace it, you have to involve the organization.   They need to feel vested in the approach. Lastly, you will need a senior executive on the team as the final decision-maker.  If you have those aspects of the initiative outlined then it will set you up for success.

Drew: Any other words of advice for marketers about to begin a rebranding journey?
You have to be open, you have to listen to everybody’s opinion. People need to feel like they’ve been heard. You also have to be comfortable people will not be happy as everyone’s feedback will not be implemented. Finally, have a strong partner in the process, for us it was Siegel & Gale.  They need to be able to ‘push back’ on you, especially in terms of the end deliverable. It is their  job to help keep you on track. It won’t be easy but it will be rewarding.

NOTE: You can find the article that this interview spawned on FastCompany.com.

 

 

Redefining Your Brand Part I

I had the pleasure of interviewing Lisa Fawcett, VP of Global Marketing for CooperVision, a few months back about her rebranding journey.  CooperVision, by the way, sells over a billion dollars worth of contact lens’ annually around the world and as a result of their rebranding work (by Siegel+Gale) ended up in a truly distinctive place.  Not being a branding expert, I found the whole thing quite enlightening and turned this interview into an article that will appear shortly on FastCompany.com.

Drew: Could you give me some background on your rebranding journey?
Sure. The branding journey at CooperVision,  wasn’t something that was taken lightly. It had been part of the strategic planning process for the company identified with other major initiatives.  Establishing a strong corporate brand was one of the key elements to the strategic plan

Drew: Was there a specific trigger?
The organization embarked on this for a handful of reasons. First, unlike some companies that embark on this journey, the organization was growing and doing extremely well, there wasn’t a problem we were looking to fix. Our business had changed over the last five years, and the marketplace had also changed.  We wanted to make sure we continued to evolve so we maintained our relevance for the future. Secondly, CooperVision had grown by acquisition, purchasing other contact lens companies, and recent growth had been fueled by developing and launching new products. . It was time to make sure the organization was all aligned under a single corporate brand. All key stakeholders – customers, consumers, employees, shareholders understood what CooperVision stands for and the value we bring to the contact lens industry.

Drew Neisser: I’m hoping that you will be able to define what in your mind establishes strong corporate brand.
Sure, it revolves around what we define as our strategic framework.  It has four components. First is our brand promise, that differentiation we bring to the contact lens market. It defines why customers want to do business with us, that’s the center of the hub.

Drew: Okay that’s one. What’s next? 
Then we started to define a purpose, why do we come to work every day, what makes us get out of bed.  It’s the promise that defines how we compete in the market and why customers purchase our product. The purpose statement is why employees come to work every day.   They are two different components of the branding puzzle.

Drew: What are the other components?
The other two components were establishing a set of core values for the organization and developing a corporate voice.  The values govern how we behave, how we talk to one another, et cetera.  The voice is defines ‘how’ we speak to the customers, contact lens wearers, employees, and other key stakeholders, it defines our ‘tone’.    These 4 components; promise, purpose, values and voice brings us to the last stage of this journey – visual expression of the brand.  It can be a tendency with branding projects for people to get caught up with the visual expression of the brand, developing new logos and images, without identifying the strong foundation of the companies promise, purpose, values and voice to go with it.

Drew: Where does visual identity fit into all of this?
One of the reasons we were very interested in working with Siegel+Gale is we knew a brand is more than just its visual expression. Siegel & Gale knew that too. You really need to understand what makes the company different in the marketplace, how its values govern its behaviors, how it speaks to the marketplace, and how employees are engaged on a day to day basis.  Only after that heavy lifting is done can the organization develop a visual expression of the brand.

Drew: Did you have a sense from the beginning how you were going to measure success?
We had 3 items that were the ‘acid test’ for measuring success.  First, employees feel CooperVision is a great place to work and we are aligning our resources around a common mission for growth.  Second, our customers and consumers, believe we provide differentiation that creates real value. We found white space CooperVision could own and was relevant to our customers.  We want to continue to track our brand to make sure we are living up to that differentiated promise in the market.  Thirdly, if we truly defined our differentiated promise to the market it would allow for streamlined decision making and allocation of resources.  Projects or initiatives would either live up to the promise and we say “Yes”, or they don’t and we say “No.”

Drew:  What kind of timeframe are we talking about?
From start to finish it was an 18-month process.  Primarily it was an 18-month process as there was significant research  upfront.  We spent time with our main constituents, employees, contact lenses wearers, eye care practitioners and retailers all around the world. We needed to truly understand their perception of CooperVision as well as the other manufacturers. We always felt we approached the market differently and that contributed to our success, but did our stakeholders feel the same way?

Drew: Why were employees so important to the process?
If we’re going to make a promise to the market, it can’t be 12 executives sitting in a room deciding what the company is to be.  Ultimately, the employees are the promise keepers, so need to be vested in what the brand promise is to the market.  We went to great lengths to make sure employees were able to express their views about what the company was  good at, what areas the company  needed to improve upon, what they felt was important to the marketplace.  We then matched those views against what our customers and lens wearers told us globally. This collective effort became the underpinnings of the branding work.

Drew: Were there any surprises that came out?
Given we are a global company we are fortunate enough to sell our product in very unique markets.  The conventional belief is our customers and consumers would be vastly different given the unique cultures and markets. Are their differences among contact lens wearers and eye care practitioners globally?  Absolutely.  Are they ‘vast’ differences? No. What was nice is through this research we were able to ‘unveil’ some common-ground to focus on. It helped the organization align on a promise that could meet the worldwide needs for our business.  I realize that is often not the case for other companies.  What was nice for CooperVision was we were able to circle in on a few things that really resonated, and were relevant and credible on a global basis. That is very powerful.

NOTE:  This is part 1 of my interview with Lisa.  The 2nd part will appear in the next day or so.  If you found this interesting, feel free to subscribe to TheDrewBlog;-)