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HomeMy WebLinkAboutRequest for Proposal- Strategies 360 IUC1\' JUL Za'�4 S T R A T E G I E 360 -----"--'"" � City of Bozeman July 25,Proposal for Public Relations for the Public Works Deparment Strategies 360 101 N Last Chance Guich. Suite 101 Helena, MT 59601 406,449.7303 www.strategies360.com ch ristinab @ strategies360.com Situational Analysis The City of Bozeman Public Works Department (COB PWD) is requesting proposals from qualified firms or individuals for the performance of professional public relations services. These services include, but are not limited to, developing and implementing strategic communications plans, public outreach and educational campaigns, and marketing and branding of various Public Works Department services and divisions. The COB PWD is comprised of a diverse array of divisions that provide a host of services to the community of Bozeman. Its more than 100 full-time employees are dedicated to ensuring Bozeman residents have a safe and healthy place to live, work, visit, and recreate. The COB PWD seeks to develop and provide public communications that inform the community of its efforts in a consistent, proactive, and effective manner. As well, the PWD seeks to engage a Consultant that will develop an overarching strategic communications plan, implement plan elements, and continuously advise the PWD on communications strategy. The PWD envisions this strategic communications plan as a cornerstone for public engagement activities, outreach and educational material and campaign development, as well as marketing and branding of the PWD, divisions, and services. In a time of diverse opinion among community members and citizens about issue prioritization and city budgeting, it is critical that the COB PWD look to innovative and modern approaches for constituent outreach and engagement. Qualifications Strategies 360 (S360) stands out amongst its peers for many reasons; the Firm's unique business model is based on open collaboration and creativity. We provide access to and expertiese in a myriad of areas: creative, design, marketing, and advertizing; public affairs and government relations; research and polling; business and economic development; communications; digital and new media; public affairs and public relations; and community outreach and organizing. These broad capabilities enable S360 to serve as a one-stop-shop for our Client's needs, paring local Montana know-how with our network of regional offices'expertiese. Today, S360 is the western states' premier strategic communications and public affairs firm. Focused on helping our clients succeed in today's complex business and public policy environment, we provide comprehensive and coordinated communications, campaign management, strategic positioning, public affairs, business and marketing strategy, public policy, and government relations expertiese — from strategy and design to tactical implementation. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 1 S360 is uniquely positioned to execute this project for the COB PWD. With our significant experience with local government, strategic planning, communications, marketing, and public engagement we are able to manage all aspects of a soup-to-nuts engagement to ensure success for the COB PWD. S360 has two offices in Montana, one in Missoula and the other in downtown Helena. In addition, the Firm has offices in 10 western states and Washington D.C. Our Montana headquarters is located at 101 North Last Chance Gulch, Suite 101, Helena Montana, 59601, (406) 449-7303. Melissa Shannon, Montana SVP can be reached at MelissaS@Strategies360.com. Strategies 360 Approach Strategy Elite athletes review game tape to evaluate performance and develop strategy; what worked, what did not work, and what needs improvement. Like winning athletic teams, S360 follows a strategic organization philosophy, believing that results are enhanced when a game plan is developed and performance is reviewed. We strive to exceed expectations, not just meet them. We work with our clients to develop a comprehensive strategy, which allows for nimble decision-making and quick corrective action, so that we never find ourselves relying on a hail-Mary pass in the last seconds of the game. Strategic Messaging with a Research Foundation We believe that market research should be the foundation of any communications, brand, or marketing strategy. Robust research data allow us to test our assumptions about the marketplace and align our planning where necessary. S360 is one of the west's largest and most successful research and public affairs firms, with more combined expertise in opinion research, communications, and public relations than any western firm. Our nationally recognized research practice is trusted by some of the country's leading public agencies, businesses, and advocacy organizations. We help our clients understand and navigate complex public opinion environments with data-driven strategy and informed message and tactical development. As we work to strategically engage a target audience, it is imperative that we share the COB PWD's message in a way that will compel action. With powerful, strategic messaging and imagery, we will generate the results necessary for success. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 I www.strategies360.com 2 Foundational Research The target audience segments for the COB PWD are diverse in age, background, gender, education, income, and local geography. Qualitative and quantitative research will be essential to building a focused communications strategy that creates a measurable impact. Qualitative focus group research will help us more accurately understand the challenges, desires, and successes of the PWD's target audiences. This research will provide key insights for developing plan and messaging tactics of motivating target audiences to take action. Additionally, quantitative data gathered through public opinion polling will help us better understand broader public opinions of the COB PWD, various projects and departments, and desired communication tools and methods. We will use methodologically sound research tools to gauge the public's attitudes and craft strategic recommendations based on our research data and sector experience. Polling can focus on a variety of issues, from policy to communication, and will be leveraged as a pivotal strategic tool to measure impact and success. We believe that understanding first who we want to talk to, what messages resonate, and finally where and how those constituents want to receive information is imperative to conducting a successful communications campaign for the COB PWD. Strategy Development The development of the COB PWD strategic communications plan will include clearly defining the target audience segments and the most effective messages and media channels for optimizing campaign targeting, engagement, and reach. As well, the strategy for identifying key stakeholders and partners, effective messengers, engagement tactics, and participatory objectives will be essential to a successful campaign that leverages broad, connected actors and elicits strong support. The communication strategy documents will also outline milestones and benchmarks to be achieved as well as timelines, tactics, partner outreach, and quarterly media budgets. As the campaign is implemented, the strategy will continually be refined and optimized based on the nature of target audience engagement with the campaign's content, COB PWD feedback, media platforms, and advertising channels. Creative and Content Development Development of the creative assets identified in the strategic communications plan will include an internal presentation of creative concepts, opportunities for feedback and refinement, and final production. After concept(s) are chosen, S360 will produce campaign and departmental assets, including video, photography, social media and digital content, advertisements, radio and television PSAs, and other communication pieces. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 3 Implementation S360 will develop, review and refine, and manage the strategic communications plan with the COB PWD. We are experts in all essential activities, including, event planning, social media content production and digital media curation, ad targeting, media buying, and earned media procurement on a daily basis. Many items of the communications plan will follow a content calendar, timeline, and event plan that will be developed in partnership with the COB PWD and its various division and approved prior to production. Timeline Project Discovery Phase: Month 1 — Convene strategic brainstorming session with key staff at COB PWD to discuss department and division goals, challenges, and opportunities within the communications and constituent engagement realm — Draft a strategic plan to guide S360's integrated work with the COB PWD — Inventory current communications efforts, marketing materials, and material assets Market Research: Month 1 —3 — Design, conduct, and analyze public opinion polling and target audience focus groups Strategy Development: Month 1 —4 — Develop strategic communications plan and creative concept(s). This will include an integrated plan to guide our work to support the COB PWD and each department's unique goals — Develop, refine, and finalize the strategic communications plan (inclusive of market research results) Creative Production: Month 4—ongoing — Produce creative assets including photography, design, logo, video, advertising media, digital, and other creative communications content — Develop succinct and compelling key messages to be shared with Bozeman city residents, the media, and other stakeholders Implementation: Month 4—ongoing Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 I www.strategies360.com 4 Why Strategies 360 S360 is prepared to work with the COB PWD to develop and execute a winning over-arching strategic communications plan. Our dedicated team understands that working with a government entity differs from working with clients in the private sector. Our team has decades of agency and public service experience and are prepared to meet and exceed departmental deliverables. Our collaborative approach demonstrates an overarching philosophy of working with clients and their partners to jointly identify targets, messages, and delivery channels to meet and exceed high-level goals. We bring a depth of expertise and talent to build upon past success, maximize current activities, and enhance strategic positioning through innovative and fresh thinking. S360 Services Graphic Design Graphic design pulls together colors, shapes, and textures that combine to form an arresting visual image capable of communicating a specific look, feel, and message. Successful design comes to take on a specific and nuanced meaning that signifies something larger than itself. In short, successful design encapsulates the essence of a brand. We believe that compelling graphic design work will be an integral component of creating an engaging and persuasive communications strategy directed to Bozeman constituents. Video Video production has become both less expensive and more sophisticated in recent years. Expanding accessibility to new technologies has made video a nimble medium that can move from the exalted space of a movie theater to the mundane of a mobile phone. In between, the possibilities are endless. With this understanding, we believe that video will serve as a powerful tool for executing the COB PWD strategic communications plan. Using video we can highlight current PWD projects and generate a sense of urgency for upcoming activities. We can develop digital videos—whether they are mini-documentaries, action-oriented social media messages, or television advertisements — that project a powerful image and message driving residents to action and understanding. Copywriting Successful copy should effortlessly captivate, inform, and persuade its audience. Our team is experienced in developing copy for multiple platforms, including online assets, social media channels, print and traditional advertising pieces, among others. Our team will draft high-level, targeteted Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 5 messages and touch points that are audience and issues specific as an element of the strategic communications plan. Our copy will strive to be engaging, concise, and universal within a framework that is nimble, flexible, and adaptable to multiple department and audience targets. Strategic Online Presence In today's rapidly changing media space, an attractive, easy-to-use website as well as a social media presence is necessary for establishing legitimacy and furthering strategic goals. Leveraging online assets and social media channels are necessary tactics of any strategic communications plan. Building an online presence creates unique opportunities for establishing interactive, dynamic, and responsive engagement with target audiences. We ask how and where is the target audience accessing the Internet? What are they doing once they are online? What social media channels are they most likely to be engaging? With this knowledge in hand, we build an online strategy and develop content that meets target audiences where they are to promote authentic engagement and content sharing within a framework of trust. We don't wait for audiences to find us—we find them. Our team has demonstrated experience building online movements from the ground up. With expertise in identifying the right message distribution and translation strategies, we achieve optimal message connection and adoption by integrating multiple online and offline engagement strategies and tactics. Below is a brief list of a few of the tools in our S360 toolbox: — Facebook — Online & Display Ads — Twitter — Search Engine Marketing (SEM) Ads — Instagram — Print Ads — Tumblr — Billboard/Outdoor Ads — Blogger — Radio Ads — Linkedln — Television Ads — Vimeo — Events — YouTube — Direct Mailings Content Development Content is king when it comes to digital media. A strong content strategy is aligned with a client's business, communications, advertising, and audience engagement goals. We begin the content planning process by evaluating these goals as well as evaluating the existing digital presence. With feedback and approval from the client, we create a content curation strategy and develop a comprehensive but adaptable content calendar. The calendar serves as a working guide for online development throughout the engagement. As Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 6 a working document, it is agile and responsive to audience engagement and current events. As the content is developed on a day-to-day basis, we ensure it is designed and delivered in a manner that aligns with the overall communications strategy. Tracking Tracking audience engagement against content and advertising spends is essential to creating a digital campaign that delivers a strong return on investment. S360 leverages tracking tools to analyze audience engagement with our digital campaigns in order to continually optimize and increase the reach and impact of that engagement. In addition to day-to-day campaign activity monitoring and analysis, we produce regular reports for our clients on social media engagement and online advertising activities. This ensures our clients are fully aware of how audiences are engaging with their message and understands what messages are most successful. Understanding user analytics also contributes to the successful execution of other online and off line outreach tactics used in a communications strategy as a whole. Earned Media Earned media remains a powerful, effective tool to convey important messages and reach key Montana audiences. Our strategies have utilized both daily and weekly Montana periodicals, capitalizing on influential community and coalition stakeholders. Our S360 team includes seasoned, award-winning communications professionals from the Associated Press, Public Radio, and the Seattle Post-Intelligencer. In addition, earned media opportunities including television and radio add valuable, no-cost, high-value touch-points for the COB DPW. Public Service Announcements (Radio and Television) Creating well branded PSAs allows the PWD's messages to circulate broadly in the Bozeman community and for increased brand and project recognition and understanding. PSA's are relatively cheap to broadcast and can be used on TV, radio, and social media. With exceptional PSA creative, we will be able to effectively push high-impact messages to the public. Creative development will build on a foundation of market research to ensure the final message is relevant, informed, and speaks to the culture and values of our target audience. In developing an effective PSA placement strategy for this effort, we will engage the deep knowledge and target audience insights of our media strategy team and the campaign's market research. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 7 Paid Media In developing an effective media placement strategy, we will engage the deep knowledge and target audience insights of our media strategy team and the campaign's market research. With years of experience developing winning strategies for placing political, initiative, business, and non-profit fundraising campaigns in Montana, our team of experts will plan and execute a media plan that optimizes budget and reaches target audiences with frequency and impact across the state. S360 has extensive experience conducting media buys across the state of Montana as well as in Bozeman for corporate and voter campaigns. Public Engagement Whether passive or active, S360 knows how to get the public to take action. Utilizing the communications tools and techniques aforementioned, our team utilizes traditional and new media to engage public stakeholders to prompt action. From text message alerts to app development, S360 is on the leading edge of advising clients and implementing strategies for increased engagement throughout the west. Special Events S360 has a long track record of successful soup-to-nuts planning of a variety of events. Those events include, the launch and start of a national trade association, large coalition D.C. fly-ins, national trade association meetings, fundraising events, private sector conferences, hill briefings for multinational companies including, Honeywell and Microsoft, national and state press events, project groundbreakings, issue-based roundtables, conference design and hosting, and multi-state events involving seven of our footprint states. Closer to home we have vast experience producing coalition meetings, press events, and program and policy-related meetings. Grassroots and Grasstops It is why we stand in line, even if we aren't quite sure what we are in line for. Each one of us has seen the power of the collective and that is why grassroots and grasstops engagement and activation remains one of the most powerful and influential tools of communications strategy today. S360 can communicate with key local influencers and engaging community leaders; we bring trusted voices that have a high impact on local public opinion to our messaging. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 8 S360 is well connected in Bozeman and across Montana, knowing local and statewide public officials and their advisors, constituent and membership groups, and messengers powerful and trustworthy to activate grassroots and grasstops support to move issues and action. Research and Polling S360 boasts a nationally recognized research team with experience in both qualitative and quantitative approaches. No single research method can tell an entire story. Our team draws upon a diverse toolkit of methodologies and instruments. We design and carry out opinion polls, online and telephone surveys, dial tests, in-person and online focus groups, and in-depth interviews. These distinct and complementary methods allow us to reveal deep, data-driven insights. Our most powerful and effective public affairs and marketing campaigns have been built on a solid foundation of research results that drive strategy development, messaging, and market positioning. As we work with you to educate and inform Bozeman citizens about the PWD and department projects, we see an imperative role for research to play. Our philosophy values making decisions based on measurable data. We believe that to best serve you, our client, we need to make choices that are accurate and accountable, not simply based on our gut. Testing campaign messages, understanding public opinion, and making corrective action will ensure that we utilize our resources effectively and deliver our message clearly. Track Record S360 has managed intensive, large-scale strategic marketing planning and execution processes with a multitude of businesses, government, and nonprofit clients. Developing and Executing a Strategic Marketing Plan The Challenge Our client, a major Montana-based banking corporation, was well positioned for growth in the highly competitive banking market that erupted during the changing economy of the mid and late 2000s. Responding to the rapidly evolving marketplace, a strategic, data-based, planning and marketing process was required to achieve the overarching business goals of the client, including increasing customer acquisition rates among new consumer segments and increasing their brand recognition as a local, Montana-based bank. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 9 The Solution Information Assessment and Research Our multi-year engagement with this bank spanned the course of research, strategic marketing plan development, and execution. To accumulate a baseline of data to inform the planning phase, we conducted extensive on-the-ground research with internal staff and target audiences in major Montana markets. This process produced over twenty digitally recorded and transcribed internal interviews, and market research analysis from focus groups and online surveys conducted in Helena, Butte, and Bozeman. Our research produced valuable insights into opportunities for business growth that could be leveraged in the strategic marketing plan. Additionally, we incorporated proprietary data from our client, as well as data from a third-party market analyst in the banking industry. Through this research and assessment process, we were able identify internal marketing strengths and weaknesses, critical success factors in the industry, and unique challenges and opportunities for each target market. Plan Development With this thorough data collection and assessment, we were able to deliver a comprehensive strategic marketing plan driven by the goals of the business as a whole and built upon a solid foundation of research. This plan served as a high-level guide for our client's marketing strategy and implementation in subsequent years. Implementation To implement the strategic marketing plan, Strategies 360 placed media and developed new advertising creative on an ongoing basis to meet the goals, milestones, and tactics set forth in the marketing plan. S360 placed media across MT major media markets including TV, commercial and public radio, print, online and magazines in Bozeman. Performance indicators were evaluated on a monthly and quarterly basis to ensure that our activities continued to meet or exceed the goals of the marketing plan. The strategic plan itself was re- evaluated and adapted as the bank's strategic goals continued to shift in response to an ever-changing marketplace. Copywriting We approached the task of copywriting with a clear focus on the campaign messages identified in the brand strategy in order to express a consistent and compelling voice throughout all brand and marketing communications. The copy was designed to speak to the needs and values of the target Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 10 audience as identified through our market research while also differentiating the client in a competitive industry climate. Key brand messaging was repeated on multiple communication channels - including billboards, online, print, radio, and television advertisements - throughout the campaign to establish trust and recognition among the target audiences. TV and Video Media Strategies 360 developed a 30 second television spot designed to tell an "evergreen" brand story appropriate for communication both on television as well as the web. The spot was produced at Montana locations and highlighted the success of real Montana business owners partnering with our client. Through this medium, we were able to succinctly tell our client's story as a local, community- oriented bank. As well, these television spots connected the values of the target audience with the values of the bank and produced a memorable brand experience positioning the bank as integral to the growth of its communities. Graphic Design The graphic design for the campaign engaged the brand strategy outlined in the marketing plan by prioritizing the images and stories of customers with a distinct approach to balance, color and shape to communicate strength, stability and accessibility, among other brand characteristics. The graphic design utilized images produced during the television ad production to create a consistent, recognizable story that could be retold through billboards, print ads, brand collateral, and the web. The Results Copywriting, graphic design, and video production produced in alignment with a strong brand strategy were essential elements to the successful implementation the marketing plan. The strategic execution of these elements was key to driving audience trust for the brand and message buy-in. •��► IS'A EAL PARTNER IN MY SMALL BUSINESS AMERICAN-�FEDERAL WW AHE.G FEOEMLEAVMWW1K. L Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 11 y. MY BANK - >>HELPED ME MAKE A GREAT IDEA M Missoulian s , iNCPS alKs l3 percent nl,e W Supmnrendent Apmue s^~` Mlveula Rep Nmre ^�.._ ieeb�eeMr I etAm,a,m,lt Follow The Miswub- � IeaOin%a[!'ttn on ==elnk:..a,l, Q.�RICiD� Community Action Campaign The Challenge With growing interest in workforce-related one and two-year programs, Gallatain College MSU in Bozeman saught to raise funds via passage of a county-wide 1.5 mills to support educational opportunities for years to come. The proposed 1.5 mills would impact property owners $2.08 annually per$100,000 in assessed propoerty value in a difficult political and tax climate. The Solution Able to clearly target county voters, S360 utilized digital media and developed a campaign inclusive of target advertising, promoted video, and messaging primarily through Facebook and Twitter social media channels. Utilizing only digital assets, this short, quick campaign was influential and engaging in the Bozeman community. The Results S360 worked with Gallatin College MSU in Bozeman to successfully pass a Two-year Education Mill Levy, 59%to 41%, setting a new precedent for funding Montana's two-year colleges. You can view the campaign Facebook page here: http://tinyurl.com/pde467y. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena. MT 59601 1 www.strategies360.com 12 s.•Yev Nirm s �, v.o..l•»w>»ta (• tau P.,r,...� . �� 1�1jI— -W «•® .� � '�10 � 41Win Gllp•tilll GALLATINI I erx)srawn•- COLLEGE wawma-kw- MM ee•eaRa-edmmo •17e�9.991)I Gallatin College �oe•�.r.q.mra , te..t��,.,n�..»•u�x�.naM,n..,..,c�....�in., Pa ,.., - ,>w, I suw. Irj;nwr.,wa• •pier.E»m. u..n,w.0 w a.•n,..,,,4r-c,.,< s»u� rMat lY•eYW be<w vD t<f --m»r�w•.». 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'22 Video wars' New On Ragnt riand Sde Create a Similar Ad 26 Other ANons) Oosa Ste Ul anions+ept,,t Return Balwt Ad Wel-te G tr w<M.,fOb9 21.96S IS.8 91 0,026% co," 0_)18 $63 27 Ad Prev1M Edit Targeting /Edit Performance Estimated Audience for this aC 42.000 people Mall ballots try FRIDAY[ • :01 m ARmrls- f Mike sure you put Un d States Belgrade(.25 mi),819 Sky 1.2S mid,Bozeman(125 1.MAnhanan(.2S mO.Three farts(.2S 98 Total Actions' GAL LATI N mq,west Y<uowstone 4 .25 m�)Montaw COLLEGE you-I—onbal101�n • age ekacdy is and older ) November,N mad . an Right column M desktop mmpute+s 192 Website Clicks L111 s[I 12 Page Phom Mears? Stiff P<o01e filet rhos 2 Md-Plays' Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 13 Marketing Strategy and Online Content The Challenge Following the successful renaming of seven of Montana's public two-year colleges, the Montana University System (MUS) was ready to develop a statewide two-year higher education brand aimed at enhancing public understanding of the programs, degrees, and opportunities availible at all of Montana's two-year colleges. Before launching a statewide brand, the MUS needed to develop a framework of best practices for effectively and efficiently engaging Montana's diverse two-year college prospective student population. The Solution S360 conducted a 5-month pilot marketing campaign in Yellowstone and area counties in collaboration with the MUS, City College at MSU Billings, and MSU Billings (MSUB). The campaign utilized market research S360 had conducted in the prior year to inform a statewide brand strategy for Montana's two- year colleges. The Yellowstone County pilot marketing campaign was centered on the question What's Your Plan? and engaged audiences already considering starting a degree, pursuing a new career, or advancing their current career. Through the pilot, S360 highlighted City College at MSUB as the answer to the question (What's Your Plan?) and provided multiple access points for constituients to take action toward starting a degree or certificate program. Understanding that the pilot campaign needed to communicate that two-year higher education in Montana is community-driven, relevant, and inclusive, S360 highlighted the true success stories of the people of City College at MSUB. Online video leveraged effective and engaging storytelling to convey information about programs, degrees, certificates, and post-education employment and advaned study opportunities to the target audiences. Significantly, these stories were told against a place-driven backdrop, reflecting a local business or important geographic landmark (such as the Rims) demonstrating a sense of place and relevancy within the local community. Throughout the pilot, S360 developed and implemented a social media content calendar that aligned with the recruitment of enrollment goals of City College at MSUB and the MUS. S360 produced photography, video, and copy for online content posted every two-to-three days in accordance with thecontent callendar. S360 optimized the campaign's reach and impact through continual monitoring and tracking of daily audience engagement. In addition to social media content, S360 engaged a high- impact advertising outreach strategy to drive prospective students to engage with the campaign social media to request more information from City College. Advertising channels activated through the Strategies 360 101 N Last Chance Gulch, Suite 101, Helena: MT 59601 1 www.strategies360.com 14 campaign included radio, search engine marketing, online banner ads, Facebook ads, and Craiglsist ads. S360 also deployed email blasts to recruit prospective student leads generated through the campaign. The Results To get a better sense of how the pilot marketing campaign affected the brand awareness of City College at MSUB within the Billings community, S360 conducted two brand awareness telephone polls. Results from these polls cofirmed many of the tactics for increasing brand awareness of City College at MSUB including the use of diverse outreach channels such as radio, online ads, video, Facebook, and events. Within just five months after the launch, the pilot campaign generated over 2,400 What's Your Plan? Facebook Fans, and an average of 33,700 impressions for each vido post, and a list of more than 260 prospective student leads for City College at MSUB. CITY COLLEGE • MILITARYLAN AFTER THE AN ASSOCIATES wimrs 10YOUR PLM Sponsored 31 Create Ad likes What's Your P'lan?'s video Kate and Josh discuss balancing family and school. josh is a 25-year old military veteran and lathe... TERRI, CLASS OF '06 MY NEW Like PagePLAN STARTEDCAREER COLLEGE WITH CITY • - .- Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 15 Budget The following is a proposed annual budget for the COB PWD EXPENSE QA,TtE ® � Professional Services$135/hour @ 25 hours/week $168,750 Digital Development $22,000 Advertising Expense Radio @ $24,000 TV @ $30,000 $114,000 Bozeman Chronicle @ $24,000 Online Banner& SEM @ $21,600 Facebook @ $14,400 Estimated Printing Costs $25,000 - $40,000 App Development and Text Alerts $15,000 Total $344,750 to $359,750 Out-of-pocket costs, including long distance charges, copying charges, postage or ogher delivery charges, reasonable travel costs, and necessary entertainement, shall be itemized and presented to COB PWD for reimbursement. These costs would be capped at S250, over which any additional costs would be submitted to COB PWD for prior approval. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 16 Project Management and Organization Chart City of Bozeman Public Works Department Christina Barsky S360 Project Manager Annie Connole Melissa Shannon Media & Creative Strategy Constituent Engagement Blair Fjeseth Social Media Strategist ShowPony-Creative Sally Bock Molly Blakely Kevin Patnik Devin Crandall Bryan Cox Page Eaton Brooke Pepion Swaney Consultant Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 17 Workflow and Current Projects CHRISTINA BARSKY — Christina will serve as the project manager, acting as the single point of contact between the entire S360 team and the COB PWD. Her background in strategic communications, economic development, organizational theory, and systems thinking will enhance project management services. — Christina currently works with a variety of S360 clients, including Xerox, the Student Assistance Foundation, and NaturEner. — Upon contract engagement, Christina will devote 11 hours per week to this project. MELISSA SHANNON — Melissa will provide constituent engagement services for the project. Her robust government affairs, coalition building, and local government exerience are unmatched and will serve the COB PWD in catalizing the people of Bozeman. — Melissa currently engages with Xerox, the Student Assistance Foundation, and on new business development. — Upon contract engagement, Melissa will devote 5 hours per week to this project. ANNIE CONNOLE — Annie will lead the media and creative strategy for the COB PWD project. Annie's significant experience in media placement, creative development, project mangaement, deign, and direction ensures the PWD has a top-notch creative strategiest leading the team. — Annie currently works with NaturEner. — Upon contract engagement, Annie and her team will devote 9 hours per week to this project. BLAIR FJESETH — Blair will provide social media strategy and tactical execution for the COB PWD. Blair brings a legacy of successful social media and campaign management and implementation to the team. — Blair curretnly works with the Montana Land Reliance. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena. MT 59601 1 www.strategies360.com 18 SHOWPONY-CREATIVE — Annie Connle will direct ShowPony, our in-house, full-service creative team. — Some of ShowPony's projects include: New Mexico Health Connection, College Spark Washington, College!NOW, Idaho Gives, and Save Bristol Bay. BROOKE PEPITON SWANEY — Annie Connle will direct Brooke Pepion Swaney, our video and television advertizing and production consultant. — S360 has contracted with Brooke on a variety of projects for clients including Healthy Mothers Healthy Babies and NaturEner. Strategies 360 101 N Last Chance Gulch,Suite 101. Helena, MT 59601 1 www.strategies360.com 19 S360 Team '.t CHRISTINA BARSKY DIRECTOR OF MONTANA OPERATIONS e Christina Barsky brings diverse strategic communications, financial �'6 services, community, and economic development experience to the Helena, Montana office where she serves as the Director of Montana Operations for Strategies 360. Previously, Christina worked with Rural Dynamics, Incorporated, first as an AmeriCorps VISTA volunteer and later as the Director of the Northern Plains Initiative and Assistant Director of Asset Development. In these roles she developed comprehensive program delivery models that provided increased access for rural and Native communities to basic financial services as well as innovative alternative financial products. Christina also worked to ensure 1-164, which established consumer protections to regulate payday and title lenders, was passed by Montana voters. Having worked across more than 390,000 square miles of rolling hills, high desert plains, and badlands, Christina brings a legacy of successful and broad coalition building. Christina has joined together grassroots organizers and grasstops leaders to advocate for successful economic and community development initiatives throughout North Dakota, South Dakota, Montana, Wyoming, and the 19 sovereign tribal nations within those states' borders. Through a regional collaboration called the Northern Plains Initiative, Christina advised on a multitude of issues including state—tribal relations, oil and gas tax revenue structure, reforms to public assistance eligibility, rural and Native youth outmigration, state Earned Income Tax Credit policy, and much more. In her time away from work, Christina enjoys traveling, cooking, reading, being on the water, and exploring the boundless opportunities that life under the Big Sky has to offer. A native of Minneapolis, Christina attended Skidmore College in Saratoga Springs, New York, where she earned degrees in English and political science. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 20 low ANNIE CONNOLE DIRECTOR OF MARKETING STRATEGY AND RESEARCH Since starting with Strategies in 2010, and then moving to lead the firm's Missoula office in 2012, Annie has built a strong reputation ,�• among clients across the state for developing successful media, brand, and public relations strategies; producing new media content; and conducting game-changing market research. While at Strategies 360, Annie has designed and executed research-driven brand, media engagement, marketing, and communications strategies for a diverse client list, that has included the Montana University System, University of Montana, City College at MSUB, Gallatin College MSU, NaturEner, Montana Bankers Association, Montana Municipal Insurance Association, Montana Children's Trust Fund, Healthy Mothers Health Babies, and American Federal Savings Bank, among others. In 2012, Annie led the market research to rebrand and rename Montana's two-year college system, and in 2013 she directed the implementation the Montana University System's pilot marketing campaign at City College at MSUB. In 2013, she provided strategic counsel and communications support at all levels for the successful legislative initiative to fund a new Missoula College building and also directed the winning Gallatin College MSU Mill Levy social media campaign. For NaturEner, a major wind energy company operating in Montana, Annie produced three mini-documentaries at the Rim Rock Wind Farm and led the S360 communications project team for this client. She has also implemented highly successful online, social media, TV, print, and radio media buying strategies for a number of corporate and political campaigns. Prior to joining Strategies 360, Annie began her career in New York at a strategic branding firm, Olive, where she directed and conceptualized online engagement strategies and helped clients grow in the new media space. Annie's clients included La Cense Beef, Alsace wines, Honeywell, NorthPoint and Sterling College. Annie has given presentations on marketing and media at a number of venues and conferences, including the Missoula Economic Partnership Innovation Initiative Series, the Jefferson Local Development Corporation, the Montana Nonprofit Association Conference, and the Rural Heritage Institute Conference. Annie is a graduate of The New School in New York City, where she received B.A. in Art History and Philosophy. She is a native of Helena, Montana. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 21 MELISSA SHANNON SENIOR VICE PRESIDENT, MONTANA OPERATIONS Melissa has a strong track record of accomplishments in public affairs and a deep knowledge of Montana politics, policy makers and issues. Most recently, Melissa was the director of government affairs for Cablevision and Charter Communications, overseeing legislation and policy in Montana, Colorado and Wyoming. In that role, Melissa - developed strategic plans to advance legislative and regulatory policies, including fostering bipartisan relationships with policy makers and building coalitions with peer companies and organizations. She also negotiated and managed franchise agreements with 150 city and county governments, and oversaw charitable and political contribution plans. Formerly, as a principal with Kountoupes Consulting in Washington, D.C., Melissa advised Fortune 500, high-tech, telecom, health care and energy companies such as Yahoo and Netflix. She crafted and implemented successful strategic plans to advance her clients' goals with the Administration, Members of Congress and the public. Melissa also worked for several senior members of Congress, providing counsel on telecommunications, education, labor, science, small business, veterans, and agriculture. In addition, Melissa worked for the Montana State Legislature and the Montana Office of Public Instruction. A native of Fairfield, Montana, Melissa is a proud former Lady Eagle basketball player who enjoys time outdoors in Big Sky Country with her dog Ruby. You can find them hiking and biking trails around Helena, surfing and water skiing on Hauser Lake, floating the mighty Missouri, fly fishing the Blackfoot, or skiing and snowshoeing in the winter. Melissa is a graduate of the University of Montana in political science. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 22 BLAIR FJESETH MONTANA ADVISOR 'Bill Blair Fjeseth brings experience running successful campaigns and strong knowledge of the Montana State government and Legislature to our Montana office. Previously, Blair worked for Montana Secretary of State Linda McCulloch. During that time she served on several boards and committees, including the State Employee Charitable Giving Campaign. She also worked on committees addressing the Montana legislative session, election night reporting and civics outreach. Blair's policy experience includes an internship with The Mitchell Group, where she worked on a ballot initiative to help cover approximately 30,000 of Montana's uninsured children. The Healthy Montana Kids plan passed with 70% of the popular vote. Blair also helped develop a strong grassroots outreach effort and aggressive statewide media campaign for Montana's Six Mill Levy, a property tax to help fund Montana's colleges and universities. Recently, Blair has worked with the Montana Land Reliance on a social media campaign designed to raise awareness and engagement. In less than one year, the Montana Land Reliance achieved unparalleled social media success, increasing their Facebook "Likes"from 330 to more than 10,000 under Blair's management. In her spare time, Blair enjoys spending time with her husband Andy and their two dogs. Blair is also committed to community involvement, volunteering for organizations that work with youth and low- income families. Originally from Alaska, Blair graduated from Carroll College with a bachelor's degree in communication studies and public relations. At Carroll, Blair served as student body president, was chosen as class graduation speaker and received the Robert Hopper memorial award. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 23 BROOKE PEPION SWANEY VIDEO AND TV ADVERTISING PRODUCTION CONSULTANT Brooke Pepion Swaney is a film director and writer, who received her M.F.A. in Film and Television from the prestigious Kanbar Institute of Film and Television at Tisch School of the Arts, New York University. She has made several short films while at NYU, including the 2012 Sundance Selection OK BREATHE AURALEE and CONTINENTAL DIVIDE (2008 ImagineNATIVE Film + Media Arts Festival and 2008 Winnipeg Aboriginal Film Festival). Brooke has also worked on the production team for a number of corporate and non-profit commercials, films and documentaries. As a long-time partner of Strategies 360, Brooke has directed and edited several videos, PSAs and mini-documentaries for clients including NaturEner, Healthy Mothers Healthy Babies, and Montana Municipal Insurance Association, among others. Prior to NYU, she worked in at the Indian Law Resource Center. In 2003, she graduated with honors from Stanford in psychology, with a minor in French. Brooke was accepted to the Montana Artists Refuge during their 2009 American Indian Artists Residency and their October Writers Residency. In 2009, she was also a finalist in a time sensitive short film competition for the Madrid tourism board. When she is not directing, Brooke contributes her filmmaking expertise both on and off set. One of her most recent collaborations as an Editor on the short film, DOUBLES WITH SLIGHT PEPPER (dir. Ian Harnarine), won a 2012 Genie for Best Short Film and was awarded in 2011 as Best Short Film at the Toronto International Film Festival. With the feature film, UNA NOCHE (dir. Lucy Mulloy), Brooke stepped up as Script Supervisor for a film in Spanish, although she knew nothing of the language; it has been a selection for Berlin and Tribeca this year. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena. MT 59601 1 www.strategies360.com 24 RON DOTZAUER CO-FOUNDER & CEO With sharply honed instincts in political strategy and a winning track record, Ron Dotzauer is a highly-sought political strategist. At ` — Strategies 360, Ron provides strategic counsel to a vast array of regional and international clients. The company—which was started in 1985 as Northwest Strategies — has rocketed to the forefront of public relations/public affairs firms in the Pacific Northwest. Ron's more than 30-year career in politics started in 1974, when he became the youngest elected county official in the state of Washington. He won the job of Clark County Auditor just two years out of college, defeating five people in a primary for the open seat. After successfully directing Henry"Scoop"Jackson's re-election campaign for the U.S. Senate in 1982, Ron worked as Jackson's state director. In 1984, Ron ran Booth Gardner's successful gubernatorial campaign, winning a three-person Democratic primary and then unseating incumbent Gov. John Spellman. In 2000, Ron stunned national political observers by leading Maria Cantwell to a victory in the U.S. Senate over a three-term incumbent. With an unbeatable track record for winning campaigns, Ron shares his insight and skills at campaign workshops all over the United States and beyond. In 1989, he traveled to the Baltic States to help prepare candidates for the region's first free elections. And in 2008, he spent time in Mongolia helping first-time female candidates campaign for office. Ron was an integral part of four national presidential conventions — both Democratic and Republican. He provided around-the-clock political analysis for several media outlets. Ron is the person the media turn to for quick-witted and accurate commentary on politics at all levels. A gregarious and warm speaker, Ron is well-known throughout the state for his signature cowboy hat. (He owns and operates a quarter-horse ranch north of Seattle). Even news headlines make reference to his image, including an Associated Press story that said: "Political cowboy notches third big win." Ron got an early start in politics. In college, he was named "Outstanding Student in Political Science." He also served as president of the Young Democrats and produced a TV show called "Politics and Personalities." Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 25 An Everett, Washington native, Ron attended Lewis & Clark College for advanced graduate work and received a BA from Central Washington University. ERIC SORENSON, R CO-FOUNDER & PRESIDENT Combining his experience as a top business school professor, global strategist and the founder of three international organizations, Eric helps lead clients to success. As co-founder and President, Eric has helped drive Strategies 360's growth from its flagship office in Seattle to offices in ten western states and Washington D.C. His former company, Marketing 360, worked with organizations around the world to improve their marketing practices and capabilities. Some of Eric's clients have included Coca Cola, Gatorade, Hallmark, Kodak, Ito Yokado (Japan), Johnson & Johnson, Kraft, Meiji (Japan), Redley (Brazil), S.C. Johnson, Target Stores and Unilever. As a professor of marketing at the Kellogg School of Management at Northwestern University for eight years, Eric developed and taught numerous classes and programs on marketing strategy, and led seminars around the globe. He co-founded the Center for Retail Management at Kellogg and managed it for five years. Under his leadership, the Center became one of the largest academic centers in the world devoted to marketing, pioneering many developments in the use of data analysis and information technology in marketing. Eric has served on the boards of directors of a number of U.S. companies, including marketing, manufacturing, and venture capital firms. He is a frequent speaker at industry and corporate events around the world, and has conducted speaking tours in Japan, Brazil and Argentina. An expert at helping launch, grow and manage brands and ideas, Eric has evaluated companies and brands for potential purchase and sale. He has provided informed commentary on national television networks and in print media. Eric has traveled, worked and lived in Europe, South America and Asia. He got an early start in the business world, owning and managing his first business at the age of eight, raising flocks of chickens and selling their eggs. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena. MT 59601 1 www.strategies360.com 26 A native of Albany, New York, Eric received an MBA with Distinction in marketing and management strategy from the Kellogg School of Management at Northwestern University and a BA in economics from Stanford University. TYLYNN GORDON SENIOR VICE PRESIDENT, FEDERAL RELATIONS V A lobbyist and political strategist with nearly 20 years of experience, ., Tylynn has a distinguished career that ranges from political campaigns I to strategic grassroots advocacy. She was featured in Fortune magazine as part of a new breed of in-state grass-roots lobbyists. Tylynn has the unique ability to manage many moving pieces in order - to achieve federal legislative victories. As Vice President of M & R Strategic Services from 2001 to 2004, Tylynn specialized in coalition building, field advocacy campaigns and media strategy. Before joining Strategies 360, Tylynn served as Deputy State Auditor of Montana, where she developed legislative strategy and spearheaded the passage of 21 pieces of key legislation. She helped pass landmark health care insurance legislation for the state, and managed a staff of 70 employees. At Strategies 360, Tylynn heads the D.C. office, providing clients with the cutting-edge, comprehensive and coordinated services necessary to fight and win in today's cutthroat marketplace of ideas. Tylynn has served in a variety of political positions-- on the campaigns of U.S. Senator Max Baucus of Montana, Governor Ben Nelson of Nebraska, Governor Kathleen Sebelius of Kansas, U.S. Senator Tom Daschle of South Dakota and U.S. Senator Bob Kerrey of Nebraska. Well into young-adulthood, first in South Dakota and later in Arizona,Tylynn trained, rode -- and, yes, broke-- Arabian show horses. So, managing campaigns and negotiating cumbersome political issues just seemed like the next logical career move. A native of Sioux Falls, South Dakota, Tylynn earned her BA in political science from Northern Arizona University, Flagstaff, Arizona. Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 27 PAUL QUEARY VICE PRESIDENT, COMMUNICATIONS Paul brings the experience and leadership of a 20-year career in national journalism to S360's communications team, offering strong tactical and strategic messaging counsel. Paul joined S360 after more than two decades with The Associated Press, the nation's largest news agency. He covered national stories including the Oklahoma City bombing, the historically close 2004 Washington governor's race, Hurricane Katrina and Sarah Palin's surprise nomination for vice president. He maintains longstanding relationships with leading journalists around the country. Most recently he was the AP's news editor for Washington state and leader of the wire service's national education coverage. As a reporter, he worked in the news cooperative's bureaus in Oregon, Alaska and Washington and was the AP statehouse correspondent in Olympia and Juneau. Paul is an avid bicyclist, fly fisherman and whitewater rafter. When the weather drives him indoors, he plays the guitar with more dedication than skill. He lives in Seattle with his wife and two children. A native of Bend, Ore., Paul is a graduate of Carleton College, where he studied English and film. KRISTIN DIZON DIRECTOR OF COMMUNICATIONS �. With a deep understanding of media and public relations, Kristin helps _N clients develop communications strategies with compelling messages and finds effective ways to deliver them to the right audiences. She advises clients on strategic media relations, internal and external communications. Kristin works to raise clients' profiles and helps manage both national and international earned and paid media campaigns. Using the full spectrum of communication tools, she develops a wide range of content and collateral materials, including press releases, social media content, website copy, brochures, speeches scripts, copywriting and more. For nearly a decade, Kristin was an award-winning reporter at the Seattle Post-Intelligencer, where she wrote a wide range of features, covered daily news and government issues, and even ate her way Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 28 around town as a restaurant critic. Previously, she worked at The Daily Camera in Boulder, Colo., and was an associate producer covering American foreign policy at the Washington, D.C., bureau of Japanese broadcaster NHK. When not chasing after her two small children, Kristin enjoys working out, reading and great food. In the name of intrepid journalism, Kristin has been swimming with salmon, bungee jumping, and walked around the rim of the Space Needle. She competed on Jeopardy! in 2010, but was done in by the category "Shakesperian portmanteau." Kristin has finished two sprint triathlons, but has no Ironman ambitions. Kristin has a Master's degree from the Columbia University Graduate School of Journalism, and a B.A. from Wesleyan University in East Asian Studies. She grew up in Honolulu, Hawaii, where she graduated from Punahou School, better known these days as Barack Obama's alma mater. KEVIN INGHAM VICE PRESIDENT OF POLLING & RESEARCH Kevin Ingham, Vice President of Polling & Research, brings clients a diverse background in both qualitative and quantitative research and informed message development. As head of S360 Polling & Research, he oversees research for Strategies 360's clients across the country. Kevin s research has been used to direct strategy throughout the U.S. and internationally, including high profile political campaigns, ballot initiatives, and advocacy campaigns. Trusted for his ability to frame complex issues and relate to voters' values and personal experiences, Kevin has worked with a broad range of elected leaders, from mayors and school board members, to Governors and Congressional representatives. His research was even used in the most recent UK elections to direct campaign strategy in battleground constituency districts for the Liberal Democrats of the United Kingdom, helping the Party to become part of the ruling coalition government for the first time in the Party's twenty-year history. While Kevin has conducted research on issues as diverse as land use, health care, energy, taxes, gaming, transportation, drug policy, immigration, and everything in between, his passion is education. Kevin has worked on education funding issues for school districts of every size, from diverse and innovative urban districts to suburban and rural districts. With years of experience working with leading education organizations across the country, Kevin has a keen understanding of voters' opinions of the state of education and education reform. Kevin's research has been featured in the Associated Press, Politico, The National Journal, The Seattle Times, The Denver Post, The New York Times, The Washington Post and The Wall Street Strategies 360 101 N Last Chance Gulch. Suite 101. Helena, MT 59601 1 www.strategies360.com 29 Journal. He has also provided political commentary for a number of national and local media outlets, including cable and broadcast news, newspapers and blogs. A native of Wyoming, Kevin's roots are firmly rooted in the West. When he is not hiking and exploring mountain trails with his dog, Kevin enjoys climbing, snowboarding, playing guitar and traveling. He graduated cum laude from the University of Denver with a B.A. in Political Science and International Studies. JENNIFER LELAND SENIOR RESEARCH ASSOCIATE With a background in research and consulting in the U.S., Africa, Asia, 1 4M Europe and the Middle East, Jenny brings unique experience and perspective to the Research Department. Since joining S360, she has supported in-depth research on public policy issues at the state and city levels with an emphasis on public education and the environment. Jenny plays a leading role in the firm's qualitative research practice. As a RIVA trained focus group moderator, she designs and moderates focus groups, conducts in- depth interviews with legislators and other opinion leaders, and employs emerging online research methodologies. In the focus group setting especially, her professional and engaging moderating style quickly puts participants at ease to draw out their responses and identify meaningful drivers of opinion on behalf of clients. Additionally, Jenny contributes to the design, fielding, and analysis of polls, development of actionable recommendations, and delivery of reports and presentations. Prior to joining S360, Jenny worked as a Tunisia-based consultant to several multinational companies, Non-Governmental Organizations, the U.N. World Health Organization, and the African Development Bank. She supported corporate responsibility initiatives for sustainable sourcing of agricultural products by designing and performing baseline assessments in rural farming communities. She has also published articles in several newspapers and magazines. An avid music lover, classical and jazz pianist, Jenny is frequently found in the audience at concert halls. Previously, she could be found on the stage as the principal violist of several symphony orchestras. Jenny holds a Master's degree from the Graduate Institute of International and Development Studies (Geneva), a B.A. from American University (Washington, D.C.), and has studied French, Mandarin and Arabic. Strategies 360 101 N Last Chance Gulch. Suite 101. Helena, MT 59601 1 www.strategies360.com 30 - SALLY BOCK SENIOR VICE PRESIDENT OF MARKETING &ADVERTISING / Sall Bock oversees our advertising, marketing and creative services Y 9� 9 division, Show Pony. A creative strategist with deep expertise in marketing and branding, Sally leads integrated creative campaigns for a wide range of regional and national clients. With experience in health care, education, arts, foundations and more, Sally has worked with marquis clients including the Robert Wood Johnson Foundation, The Seattle Foundation, Seattle Art Museum, Social Venture Partners, the Anchorage Museum, University of Puget Sound and Overlake Hospital Foundation. Previously, Sally was a senior vice president at Pyramid Communications, where she oversaw creative service and digital teams. Sally led the creation of the GiveBIG campaign for the Seattle Foundation, a fundraising challenge that so far has raised $20 million through one-day campaigns in 2011, 2012 and 2013. Her earlier career experience includes work in New York City's theater community as Director of Development and Marketing for the 52nd Street Project; as Director of Communications for the Children's Health Fund founded by singer/songwriter Paul Simon; and managing a corporate giving program for the multinational video game company, SEGA. Sally lives in Seattle with her husband and two children. In her spare time, Sally enjoys hiking, skiing and is an avid runner who has completed three New York City marathons. Sally holds an M.A. from Yale University and a B.A. from Smith College. MOLLY BLAKEY SOCIAL MEDIA MANAGER As Strategies360's social media maven, Molly channels her love for connecting with others to help execute online strategies for the firm's clients. She firmly believes that the real currency in social media is trust and quality content. Expertly navigating Facebook, Twitter and other online communities, Molly is the cornerstone of the Strategies360 social media practice, executing integrated messaging projects for existing and new clients. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 31 Before joining Strategies360, Molly was the Public Relations Manager for the Steamboat Springs Chamber Resort Association, where she managed the "Steamboat in the Summertime" campaign, helping to market Steamboat Springs, Colorado as a desirable destination in non-ski season months. Molly is currently a SmartWool Athlete Ambassador, blogging on behalf of the outdoor brand. She loves coffee dates, discovering local eateries, skiing and weekend excursions all over the Pacific Northwest. A native of Seattle, Molly earned a B.A. from the University of Denver in Communication Management and Sociology. KEVIN PATNIK CREATIVE DIRECTOR Kevin specializes in verbal identity—the way businesses and institutions use expressive language, narrative, stories, and ideas to build brands and create powerful, integrated marketing campaigns. As chief copywriter for our ShowPony's creative division, Kevin cranks out everything from ad copy to annual reports. Kevin brings almost two decades of experience in marketing, advertising, and branding. Prior to joining Strategies 360 he was editorial director at Pyramid Communications, where he worked with non-profits and foundations to help them build brands and tell their stories. His clients included Seattle Community Colleges, Cornish College of the Arts, KEXP, United Way of the Columbia-Willamette, and The Seattle Foundation. He started his career as marketing director at The Stranger—a weekly newspaper in Seattle—where he helped build the paper's signature brand. He has also worked for Bumbershoot, Seattle Weekly, and Easy Street Records, where he created advertising, marketing, and promotional campaigns. Kevin has written about books, graphic design and music for The Stranger and Seattle Sound magazine (now City Arts) and is currently working on a handful of short stories. He spends his spare time reading, cooking, and gardening. He is an avid animal lover and he and his partner have two cats and two horses. On weekends, they're usually out grooming the horses and riding the trails. Kevin holds a bachelor's degree in media studies and English from The Pennsylvania State University. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 32 DEVIN CRANDALL WEB DEVELOPER r Our in-house web authority, Devin Crandall works intimately with the rest of the marketing department, finding innovative solutions for our clients' online needs. As a member of the creative team, Devin's contributions don't stop at wo ".com". His creativity and problem solving strengths are integral to each and every one of our brainstorm sessions. Outside the office, Devin enjoys one of his many design related hobbies, photography. Devin graduated from Brigham Young University, Idaho, with his B.S. in business management with a concentration in web development. BRYAN COX DESIGN DIRECTOR Bryan oversees the creative process and design services at Strategies Y 360. A design professional with more than 13 years of experience, Bryan enjoys relationship building, collaboration and developing creative solutions to complex problems for clients. Previously, Bryan served as the design director at Pyramid Communications, where he managed print and web designers, and oversaw all design projects. His role also included marketing the firm's services, hiring and managing a team and developing multi- faceted creative campaigns, websites and print materials. He also managed a substantial network of clients, partners and specialists. Bryan's skills and expertise include branding and brand management; logo and identity development; front end web design; full spectrum creative campaigns; collateral materials including annual reports and direct mail; creative presentations; and photography and illustration. Outside of work Bryan loves camping with his wife Andrea and boys, Carter and Elliott. He enjoys anything that involves the outdoors, from yard work to skiing to running half marathons. When not outside he and his wife can usually be found in the thick of an ill-advised home renovation project. Bryan is a graduate of the Art Institute of Seattle. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 33 PAGE EATON DESIGNER Page Eaton is a designer on our creative services team, with experience as a painter, illustrator, photographer and graphic designer. Previously, Page was the sole designer and producer for advertising ` agency Beyond Traditional, where she helped develop the firm's brand through logo refinement and by creating business stationery and other collateral, re-designing the website, and building a design guide and press kit. Additionally she created branded materials for nationally recognized brands, such as Jack in the Box, Vayama, Verizon and ROOT Sports/Seattle Mariners while assisting in the production, management and reporting of their national tours/campaigns. A fourth generation Washingtonian, Page also grew up in Ethiopia, Indonesia and Hawaii while her father was in the Foreign Service. She enjoyed studying abroad in Australia in both high school and college. In her free time, Page likes to play volleyball and swim. Page has a B.A. in studio art with an emphasis in graphic design from the University of Redlands in California, where she graduated summa cum laude with departmental honors. Strategies 360 101 N Last Chance Gulch, Suite 101. Helena, MT 59601 1 www.strategies360.com 34 Local Government Case Studies Lewis and Clark County, Montana - Bike Walk Commuter Challenge S360 has worked with the Lewis and Clark County over the past two years on their Bike Walk Commuter Challenge. The goal was simple; boost challenge participation while educating County residents on the benefits of walking, biking and commuting. During the first year of this project, S360 worked with the county to produce Radio PSA's, design e- mail blasts, develop a coordinated and strategic social media campaign, and form key partnerships. S360 expanded outreach by building sustainable partnerships with Beartooth NBC, the Helena Chamber of Commerce and the Helena Independent Record. Leveraging these partnerships, S360 was able to provide our client free distribution of e-mail blasts, on-air mentions during the nightly news, as well as secured ad space for print and online promotions. This strategy also allowed for relationship building between the County and these organizations. Social media was a large component of our outreach effort. Developing engaging and educational content was key to garnering support from the Helena community. S360 was able to amplify the message of Bike Walk Helena through online targeting and advertising. Not only did we drive traffic to the social media pages, but to the website as well, promoting the challenge and Lewis and Clark County. In our second year, we worked with the County to develop a more comprehensive strategy for the campaign. Our firm wrote content and trained the Commuter Challenge coordinator on how to strategically deploy their information to ensure its visibility with the Helena community. In both years, we were successful in increasing the number of participants, and the Bike Walk Helena message was received by several thousands citizens through different forms of media. Valued partnerships were formed between the County and business organizations. It was important for S360 to teach the County how to deploy this type of comprehensive strategy, so that they may use it for other projects that benefit the community. Reference: Elisa Prescott, Sustainability Coordinator, Lewis and Clark County, Montana 406-447-8028 or Eprescott@Iccounty.mt.gov Strategies 360 101 N Last Chance Gulch. Suite 101. Helena, MT 59601 1 www.strategies360.com 35 City of Boise, Idaho - Gowen Field S360's Washington, D.C. office is currently working with the City of Boise, Idaho to save the Gowen Field Air National Guard base, which is located at the City-owned Boise Airport. The base is a major employer and economic driver for the region. Unfortunately, the base's future is currently at risk because the Idaho Air National Guard flies A-10s, which the Air Force proposed retiring in FY2015, and co-locating the Idaho Air National Guard to Mountain Home Air Force Base. When S360 started with the city a year ago, the initial task was to get the attention of the delegation and the Air Force. S360 initiated an outreach campaign to thaw relationships with the all-Republican delegation and encourage a united city and delegation front on the issue as we realized that would be the only way to get the Air Force's attention that the city's Guard base deserves a replacement flying mission. This united coalition has effectively come together, and we are now in a great position to save the base. The linchpin of this initial campaign was strategic communications. We worked with Mayor Bieter to push the story in the local media, starting with an exclusive on the issue from the mayor's perspective; until that story was published, the local media's coverage of the issue was scant. We have since helped to prepare him for successive TV interviews including a sit-down with a local morning show, helped his press staff feed Hill updates to the local media to encourage further stories, and other targeted activities. This media campaign positioned Mayor Bieter as the leader on this issue within Idaho and allowed City Hall to set the tone for how the issue was portrayed throughout the state. This in turn boosted support at the local level amongst businesses and other influencers, culminating in the delegation's rallying around the Mayor's talking points on the issue and increasing their own advocacy in Congress. Our efforts led to the delegation cosponsoring legislation and amendments previously not on their radar screens, holding press conferences on the issue, speaking to the local press, giving testimony to a relevant committee, and signing on to letters of support. We also worked with the delegation to bring Air Force Chief of Staff Mark Welsh III to visit Gowen Field so he could see for himself the base's attributes. In part due to the delegation's leadership, which was prodded by Mayor Bieter's public campaign, Congress has taken positive steps that will likely mean delaying the A-10's retirement for another year, thereby giving us the additional time necessary to plan and implement a strategy for a long-term solution for the base. In sum, we accomplished the project's goal for the initial year on time and within budget. We are now in the process of implementing what is essentially phase two: the long-term sustainability of the base. Reference: Amber Pence, Intergovernmental Affairs Director, City of Boise (208) 433-5622 or APence@cityofboise.org Strategies 360 101 N Last Chance Gulch, Suite 101, Helena, MT 59601 1 www.strategies360.com 36 Chelan Public Utility District, Washington Strategies 360 performed an extensive communications review and analysis before developing a strategic communications plan in 2013 for Chelan PUD, a public utility district that provides some of the most affordable electrical power in the country to ratepayers and to other utilities that serve millions of residents of the Pacific Northwest. Chelan PUD also owns and operates 14 parks and provides water and wastewater services to smaller communities in the surrounding area. Our strategic communications plan for them included the District's top messages, and recommendations for media relations, using new communications methods and staffing priorities for its communications division. Additionally, we made recommendations to slightly shift the governance structure so that communications was positioned as a more effective and high level division within the District. All of the work was performed on time and on budget, and to the satisfaction of Chelan PUD. Reference: Jeff Smith, Managing Director, District Services 509-663-8121 orjeff.smith@chelanoud.org Strategies 360 101 N Last Chance Gulch, Suite 101, Helena. MT 59601 1 www.strategies360.com 37 ATTACHMENT A: NON-DISCRIMINATION AFFIRMATION FORM Y'g es S 00 [name of entity proposing] hereby affirms it will not discriminate on the basis of race,color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation,gender identity, or disability in the performance of work performed for the City of Bozeman, if a contract is awarded to it, and also recognizes the eventual contract, if awarded,will contain a provision prohibiting discrimination as described above and that this prohibition shall apply to the hiring and treatment of the 54-P f)l C',S : [GO [name of entity proposing] employees and to all subcontracts it enters into in the performance of the agreement with the City of Bozeman. \ Signature of Consultant: `65 - ----- Person authorized to sign on beha of the proposer