 Great photo by Grok. Many prospective clients ask us how we work, in terms of fees, here at Copel Communications. In this article, we’ll tell you.
We provide writing, marketing, and creative services to numerous different clients: consultancies, B2B businesses, and ad agencies, to name a few. And over the years, we’d found that many of our clients wanted, well, all of our services. Which was fine by us. Indeed, more and more, in addition to pure deliverables, such as written pieces (web sites, B2B video scripts, blogs, bios, etc.), our clients wanted us to consult, and to manage, for them. This isn’t out of our wheelhouse: In a past life, we’d served as Creative Director of a New York ad agency, so we’re used to directing other creatives, such as web designers, graphic artists, video editors, voice-over artists, other writers, you name it. So it’s more than natural for us to help direct what are largely hybrid marketing teams these days: Some of our clients will have a few people on staff, such as a graphic artist and/or intern; they’ll also have a roster of vendors, such as digital marketing firms (the companies that, to dumb it down, do SEO and make social ads), video editors, and so on. And of course, many of our clients turn to us for marketing direction and strategy, as well as the tactical/operational/managerial details we’d just described above. And of course, when it comes to writing, we can switch and wear that hat. So the way that we work with our clients, these days, has evolved in sync with what they tap us to provide. In the early days, we were mostly doing writing/deliverables. So we would bill for just that. But as we’d noted above, that’s become more the exception than the rule; nowadays, most clients use us for both the writing/deliverables and the consultative services, too. And so that’s the way we bill, in case you were curious. For a typical client, we’ll work on what we call a retainer-plus-deliverables basis. First, there’s a monthly retainer: For a nominal flat fee each month, that client will get up to a given number of hours of our time, with the intention that it feels like they own us/we’re on staff. They can call us, email us, have us join or lead meetings, and feel like they never run out of hours. And of course they get all this without having to pay a big salary, or our insurance, taxes, benefits, vacation, equipment, overhead, anything. It’s a classic 1099 arrangement, with all of the perks thereof. So each month, at the end of the month, they’ll get an invoice from us for that flat-fee retainer. This includes, for example, directing all of those other creative/marketing people/assets we’d mentioned previously, as well as the big-picture strategic marketing consultative services. And if there happens to be any writing that also needs to be done, for that client, that month, the fees for those specific deliverables will be added, as line items, above the fixed-fee retainer. Hence “retainer plus deliverables.” For many years, now, that arrangement has worked well for our clients, and for us. It’s just the right mix of fixed vs. variable. There are, of course, exceptions. Some clients just pop up for little projects from time to time, so we charge them for, perhaps, discrete marketing-strategy sessions and/or deliverables, as needed. So in case you were interested in working with us, you now know how we typically work. We can give you more details, and a quote to fit your specific situation; just contact us. We’d love to hear from you!
0 Comments
 Tremendous photo by Grok. If you’re reading this, you’re targeting executives as part of your business. Read on. And learn.
We were once directing a young video editor, in a Zoom call, about how to approach a project we’d handed him: a script for an exec-focused video. Our client wanted to be on this call, too, and kept mentioning that we wanted to be at “C-level.” We saw the look on this kid’s face. And quickly realized: Oh my goodness. He thinks our client is saying “sea-level.” We were right. He couldn’t figure out what the video had to do with being submerged in the ocean. Once we explained it to him--“C”-level and not “sea”-level—he understood his marching orders better, and went on to deliver a perfectly good video for us. But back to your challenge: Marketing to executives with purchasing power. Sure, we can embrace some basic tenets here. This isn’t about flashy images or breathless claims. The tone should befit the audience. And of course you want to convey the value of what you’re offering, whether it’s a product or a service. Those are fairly given. But here’s what isn’t: We recently produced a marketing piece for a client of ours which was showcased on a global media platform (can you tell we’re being cagey here? we need to be). This piece we created was exposed to literally billions of people. Checking the metrics on it after it had been published a while, we saw that it had garnered just 300 views. Failure? Nope. Success. Deeper diving showed that it had reached exactly whom we’d wanted it to. Execs. In other words: This is a small audience. Remember the quote “Speak to the target. Let the others listen”? It certainly applies here. Unlike mass-market approaches, this is not a quantity game. It’s a quality game. And here we’ve learned, from some of our incredibly astute clients, some interesting, if counterintuitive, tips:
So if that executive leader is looking to advance their strategic roadmap via automated decisioning, you’d better 1) know it, and 2) say it. This is a very subtle and nuanced challenge, that you shouldn’t entrust to a junior writer or AI. The stakes are high, and you’ve only got one chance to get it right. Need help? Contact us. We work on these kinds of projects—sorry, “initiatives”—all the time.  Great photo by Grok. Here at Copel Communications, we recently completed the sixth revision of a project we were working on for a client. And boy was it fun!
No. We are not being sarcastic. We’re serious as a heart attack here. So what gives? And how can this be the basis for an article? More to the point, what can you take away from this story? How can it make you more productive? Happier? Once the bones are in place… We can’t tell you too many details about the project itself, because it’s confidential/protected by NDA. But we can say that it was an internal written piece, very important, that would be shared across the organization, and eventually re-jiggered into a prospect-facing piece, to help drive sales. So it was a very important document. And our client was understandably maniacal about the thing, sending us change after change after change. It was a real revisions hamster-wheel. But by the fifth round, the client had run out of new ideas and tweaks. The ideas, the tenets of the piece, were fixed. The bones were in place. And so it was our turn to create Draft Six. And yes, it was actually fun. Why? In praise of polishing At this point, since the facts of the content were locked, Draft Six became an entirely stylistic challenge. It was 100-percent “polish this document.” We didn’t have to worry about getting new material tossed out wholesale by the client because new quirks and features had crept in. In other words, we could happily roll up our sleeves, and dive into making the English better. (Did you know that Google will ding your website if you use AI-generated copy? As a prime purveyor of AI, Google can recognize it better than anyone, and since their goal is to serve their users with trustworthy content, they seek out human-written material, vs. stuff that had been created by clicking the “Generate” button.) As you might’ve guessed by now, we certainly didn’t use ChatGPT to “polish” this document. We had the luxury of reading passages aloud, consulting a thesaurus, testing out different sentence structures and phrasing, and getting to the point where it was so tight that it squeaked. It wasn’t hard. It was gratifying. It was like scratching an itch. And the piece just got better and better, the more we polished it. Mind you, we didn’t spend a week on what we just described. Creating Draft Six only took us an hour or two. But boy did it come out great, and the client was delighted, and to this day, that piece is doing its job, ably. The reason we tell this story is that it doesn’t just apply to this arcane document that we were working on, here at Copel Communications. It pertains to everything that you create, in your business, too. There’s always going to be the ideation phase. Then the creation phase, based on the vetted ideas. But too many people overlook the final polishing phase, which is when that piece really comes to life and shines. This is true for web pages, for product designs, for graphical layouts, for sales plans, you name it. The key here is recognizing the inflection point when the initial creation ends, and the polishing begins. Once you can spot it, you’ll be liberated to apply the best possible polish to whatever it is you’ve been working on, without that looming dread of “Oh, this will just get tossed because new input for Version 7 is on its way.” So enjoy your time in the black hole, with your email and text notifications disabled, as you polish away, knowing that you’ll emerge with a gem in your hand. Need some help ideating, creating, or polishing that next project? Contact us. We’d be delighted to help.  Great photo by Grok. Credit where it’s due. Here at Copel Communications, we’re blessed to have some really great clients, and this article showcases one of them. What started out as something fairly mundane, transformed—for us, at least—into a teachable moment. And we’d like to share it with you.
The setup: We were one of many attendees to join on a 45-minute Zoom call with our client, to cover a number of in-progress projects. Others on the call included another vendor, and several internal members of the client’s team. One woman from the client company would be running the meeting. Let’s call her Sally. In case you were curious, we arrived prepared. The agenda had been shared with us in advance, and we were ready to step up, when called upon, and give our update on the various projects we were working on at the time. So. The call begins on time. There’s maybe 30 seconds of hello’s and how’s-the-weather-by-you’s. Then Sally started running it. She “went around the table,” asking everyone for their updates. Like us, they came prepared. So the responses were along the lines of “Progressing well,” or “On time,” or “I’ve had a slight delay due to X.” There was an occasional question for the group, which either the group, or the appropriate member within it, quickly answered. As it turned out, the other vendor didn’t show. Not sure why, but it’s a factor in this story. Sally completed all her check-in’s. Then she asked us all, “Is there anything else to cover?” Everyone said, “No.” And so she said, “Okay then, this meeting is over. Have a good day.” And she ended the call. If stuff like this happens to you all the time, then 1) this story shouldn’t surprise you, and 2) consider yourself lucky. That’s because 3) stuff like this almost never happened with us. And we’ve been in business, replete with meetings, for decades. The teachable moment Everyone left the meeting in great spirits. Not only was the meeting short, but it was productive. Kudos to Sally for recognizing that once all the boxes were checked, there was zero need for additional bureaucracy. Indeed, you could say that the meeting was effectively extra productive, because it gave every attendee an extra 40 minutes back in their day to do real work which was on their plates, when the meeting had started, waiting for them. Do the math: If there were 12 people in that meeting, that comes to eight person-hours recouped. An entire day. Jeff Bezos, when he was still running Amazon, was famous for requiring six-page updates from his reports. You had to be succinct. Time is everyone’s inventory, and it’s precious. Sally reminded us of Jeff Bezos. In the best possible way. Of course, if there’s 45 minutes’ worth of stuff to actually cover in a 45-minute meeting, then expend every second on it. But if not, heck, the five-minute version of the 45-minute meeting is an aspirational goal. Putting all wind-baggers on notice: This is a teachable moment. Thoughts? Pile-on ideas? We’d love to hear from you. Leave a comment below or contact us directly.  Great photo by Grok. In case you were unaware, here at Copel Communications, we alternate our blog articles between those directed toward business owners/consultants (at the top of the month), and our “creatives” audiences of ad agencies and other creative folk (at mid-month).
This article is one of the latter. And it begins with a story. A colleague called us up not long ago, bemoaning the fact that her creative agency (we’re obfuscating/anonymizing here) had seen a sudden drop in business, since all of her clients were switching to AI for their creative work. To say she was unhappy was an understatement; there was a distinct edge of panic in her voice. But was she right? And how does this story relate to you, and your business? Are the ubiquitous doom-and-gloom headlines correct? And what the heck is an “Upwork moment,” which we’d teased in the headline? Let’s unpack this part-by-part. They’re going where? A little more (fudged/anonymized) info about this colleague of ours. Her creative agency serves big you-know-them national brands. They’ve entrusted her and her great staff, for years, to deliver beautiful hand-crafted creative which elevates these brands to their respective audiences. Collectively, there’s billions of dollars of brand equity at stake here. Now ask yourself an obvious question: Are these huge brands suddenly asking ChatGPT to do the same thing for them? Yeah, we’re laughing, too. These huge brands know that ChatGPT can’t come close when it comes to quality. They also know that ChatGPT (or any other widget of its ilk) treads in very murky waters when it comes to copyright clearance. Do you honestly think that they’d risk their billion-dollar brands on that? Do you think that they would dump our colleague and her team, in order to get such sketchy and legally-questionable content… merely to save a few bucks? You think they don’t have “a few bucks”? Or is the answer perhaps far more mundane? Spoiler alert: It is. As we’d told our colleague: “This isn’t AI. It’s just a downturn. A basic dip in your business, wherein a few accounts happen to be slow at the exact same time.” You could hear her sigh of relief. “Oh,” she said. “That, I can deal with.” It was, in short, familiar territory. Solve-able via old-school tricks like shaking the trees and good old-fashioned business development or biz-dev. Beware the ostrich Does this mean that AI isn’t a threat, or at least a factor? Get your head out of the sand. It’s a real thing. But then again, so was Google. So was the internet. We’re still breathing. The world didn’t end. The sky didn’t fall. Which brings us back to our “Upwork moment.” Several years ago, back around 2013, Upwork and other gig-economy platforms, such as Fiverr, burst onto the scene. Many people predicted that they would rob us of all our work and that we here at Copel Communications would promptly go out of business. We’re still breathing. The sky is still blue above us. But Upwork and Fiverr are still here and thriving. So what gives? As it turns out, Upwork was a really great find for businesses who, say, wanted dirt-cheap copywriting and didn’t care too much about the quality. So if you wanted to hire a writer from India who would create a 2,000-word blog for 15 bucks, Upwork was a godsend. This did not put us out of business. All it did was to better delineate various strata of clients and providers—and we don’t interact with either of them. Our work is higher-end than that, and our clients are, too. If you’ve read this far into this article, 1) thanks, and 2) you’re likely in the same watertight boat. Which gets back to AI. Sure, there are tons of people, worldwide, for whom AI/ChatGPT-generated content is good enough, and you certainly can’t beat the price. That is, free. For them, it’s a godsend. For us—and for you, and for our now-breathing-again colleague—it’s just another way the rest of the landscape is evolving around us. The sky ain’t falling tomorrow, either. Have a comment? Leave it in the comments below, or feel free to contact us directly.  Great photo by Grok. Wait. What? SEO for YouTube? Is that even a thing?
Here at Copel Communications, we are not SEO gurus. But fortunately, some of our clients are. So we learn a lot. And when it’s prudent and discreet to do so, we’ll share some of the love. Hence this article. Short takeaway/spoiler: You can, and should, max out the SEO for your YouTube videos. In this article, we’ll discuss how. But first, the genesis of this story. As we’d noted above, this comes to us from an actual client assignment which, as we write this, is ongoing; they have tons of YouTube videos (most of which, incidentally, we also scripted). The challenge, as our client made clear, was to drive more search-query traffic to this huge repository of videos, spread across multiple playlists on our client’s YouTube channel. But how? There are two parts to this. Both are basic, yet nuanced. They are: 1. The actual title of the video. 2. The YouTube description of the video Let’s review each. 1. The title We’re talking B2B videos here. So you might have an existing video about a product or service that you offer to prospects. And what’s its title? Sure, it’s something like “Our Great Product.” You must understand that there’s the real world, and then there’s the SEO world. In the real world, populated solely by humans, “Our Great Product” is a perfectly good title. It tells people what the video is about. Simple. No clutter. Great. But in SEO World, it’s unfortunately insufficient. You want to “think backward” from what someone who would ultimately want that product or service would be searching on in, say, Google (or in AI; more on that in a minute). So if your Great Product solves Challenge X for, say, logistics executives, you might want to revise and expand the title accordingly: “Challenge-X-Solving Product for Logistics Executives Seeking Productivity Gains.” Not terribly exciting in the real world, but a step forward in SEO Land. But wait. That new title is pretty darned long. Aren’t there limits on this, imposed by, say, YouTube? There sure are. Titles max out at 100 characters, including spaces. The one we just noted above was only 66. So there’s room to play. Often, depending on the viewing device (desktop or laptop browser, tablet, or phone), that title will get truncated and lopped off with just an ellipsis (three dots or “. . .”) after the first few words. Meaning, the first few words are the most important. Because those are the ones that will stick. So factor that into your re-naming. Put the most important stuff first. It's not the real world. Sure, humans will read this stuff, too, but they’re only part of the audience. The rest is web crawlers, spiders, and all the algorithms that the search engines employ to serve up results which hopefully include your video. Now that you know about 1. The Title, let’s proceed to 2. The description Clearly, this is much longer than the title, but some of the same rules apply. Stuff will get cut off before you see the clickable “…more” to reveal the rest of the copy; a quick test on our desktop browser clipped it off at around 60 words. The max is 5,000 characters (not words), which can include links, text, and hashtags. That’s a lot of copy. It’s almost like a blog. About 1,000 words. Again, you want to fill this with info that your human searchers are searching for (what problems will the product or service showcased in your video solve?), as well as what the web crawlers want to find. For our recent project, these videos often offered solutions that helped with numerous arcane technology platforms, so we included bullet lists of those platforms in the description. The search engines like stuff like that. Know what they don’t like? Verbatim copy stolen from your website; they’ll ding you for that. So you want original copy. And you want it written by a human. All the search engines can spot AI-written copy from a mile away (as can we), and they’ll ding you for it. Which gets back to AI-based search vs. classic Google search. The landscape is still shaking out as we write this; even the term AEO (“ask engine optimization”) may not have legs. But what we’re seeing already is a refreshing overlap of what makes for good SEO content vs. AEO content. If you can nail the SEO side, the AEO side will likely catch up. Bottom line: Depending on the number of YouTube videos you already have posted, this could be a quick or long-term retrofitting assignment. And it should definitely shape your efforts for future videos; write the new titles and YouTube descriptions at the same time that you write the scripts. It will save you time and effort. Need help with any of this stuff? Contact us. We’d be delighted to help.  The joy of de-selecting. Do not get us wrong. We are not luddites here at Copel Communications! We love shiny new tech.
We use AI a lot, too. So don’t think that this article—about yanking the plug on Apple Intelligence—is about some kind of irrational fear of technology. Nope. It’s far simpler than that. It’s about helping our clients to make money. Wait, what?? Apple Intelligence stands in the way of that? A solution in search of a problem The comedian John Mulaney once compared his aging body to the iPhone: each year it looks the same, but it just gets worse. LOL! We’ve been on Apple tech since the very first generation of Macs, so we have a well-entrenched more-love-than-hate relationship with the folks in Cupertino. But Apple Intelligence crossed a new threshold for us. Sure, you’ve seen all of the “ingenious” new features that Apple will foist on you, every single year, with every new OS update, whether it’s for your Mac, your iPhone, whatever. Each one purports to be the greatest thing ever—which is a tacit admission that the very thing it’s replacing, which had been identically hyped at its outset… wasn’t. Fine. It’s easy for us to throw stones, and we’re well aware of Theodore Roosevelt’s famous “Man in the arena” quote (the important part: “It’s not the critic who counts”). And besides, every time Apple rolls out a controversial feature, it typically back-pedals with a new slider whereby you can disable it. Liquid Glass, anyone? You certainly remember--remember? it’s still ongoing—all the hype around Apple’s version of AI. It was so special that it wasn’t just AI, i.e., artificial intelligence. Oh no. The “A” now stood for “Apple.” Apple Intelligence. Capitalized. It would solve everything in your life. Until it didn’t. The last straw As we’ve taken pains to make clear: We’re not afraid of technology. When Apple Intelligence rolled out, and even as it got updates and bug fixes, we stuck with it, waiting (and wondering) for it to help us in our daily lives. Until it tried to answer emails and text messages on our behalf. Woah. Stop the presses. It’s one thing to suggest some verbiage. It’s another to insert it into a reply by default, whereby our accidentally depressing the spacebar would constitute “Send.” A client asked us a question. We were about to give them a well-considered and nuanced answer, with a few factors to consider. And there’s Apple Intelligence, replying to our client with “Sounds great! I agree!” Fortunately, we caught this before any damage was done. Here at Copel Communications, clients pay us for our intelligence. The real kind. Not the over-hyped artificial kind. Hence the illustration for this article. We effectively rocketed our way to System Prefs to disable this hallucinogenic digital sidekick. Should you? Your choice. But now you know where we stand. And should you contact us, you also know that you’ll get a real reply, from a real sentient human.  Great photo by Grok. Wow. It’s a tradition (almost) as big as Thanksgiving here at Copel Communications. In which we devote our mid-November blog post to that which we’re thankful for. And in which, of course, we ask you what you’re thankful for! In other words, feel free to chime in, in the comments!
The title of this article is a tad misleading. Last year, we wrote about what we’re thankful for. “What” implies things. You can already see where this is going. That’s why you read these. Just to stay two jumps ahead of us! Not what, but who Sure, there’s plenty of “what” that we’re thankful for this year. Our technology and systems keep chugging along, relatively unimpaired. The economy, doom-and-gloom headlines notwithstanding, has been pretty good to us. Heck, at the more primal/Maslowian (??) level, we’re happy every time we flick a switch and the lights come on. Or open a spigot and get water. Don’t take anything for granted. But enough of the stuff. Let’s talk people. If you’ve read any of these articles of ours, you know we’re sticklers for anonymizing details when appropriate. This article is no exception. That said, if you’re reading this, and you’re called out in our little honor roll below, we’re confident that you’ll know who you are. Boy are we lucky to be surrounded by great people who help us do our job and make us look insanely better than we actually are. Here, we’re talking about other creatives. We’re talking about vendors. We’re talking about members of internal client teams we work with. We’re talking about SEO nerds and knob-turners. Some examples:
Not to leave out… We’re happy to sing about these unsung heroes. They’re vital members of the Copel Communications pantheon, which includes some really great clients who make it all possible, and the love of a family that makes it all worth it. What, and who, are you thankful for this year? Post your reply in the comments, or feel free to contact us.  Priceless photo by Grok. There’s a hint in the headline to this article. Read it again.
We’ll circle back to it in a minute. But the topic is important: You want to fill that room for your upcoming webinar! Otherwise, all of that prep work is for naught. Here, we’ll give you some pointers, based on actual client experiences, to help you boost your odds. To webinar or not to webinar This entire article, and the recommendations herein, predicate on some pretty big assumptions: 1) You think a webinar is an optimal marketing tactic for your business, and 2) You’ve done a stellar job creating the presentation you’ll deliver during the webinar itself. Those are huge assumptions. A webinar is, as we’d noted above, a big commitment. They’re hard to do. It’s much easier, say, to be a guest on someone else’s well-established podcast (we have an article on that topic, too), but that isn’t necessarily easy to get, either. To have a successful webinar—and by “successful,” we mean “one that brings in prospects and leads to future business-generating conversations with them individually”—you need to choose a ripe topic that will attract your desired audience. You need to craft a really great presentation for them. You need to hone it and rehearse it. You need to publicize the event before it happens, in order to “fill the room.” You need to manage attendee lists and email sequencing thereto. You need to nail the presentation when you do it live. And you need to crush the follow-up, because that’s the impetus for the entire webinar in the first place: building new business. Phew. If that checklist sounds daunting, good. It should. But the upside can well be worth it; we’ve helped numerous clients with webinars that they’ve used to build business. While we’ve worked on various facets of webinar development and production, we’d like to focus on just one aspect here. It’s the “teaser” that we’d teased in the headline. Building unbearable suspense Marketing a webinar is like marketing a Hollywood movie that’s slated for theatrical release: It’s all about driving the maximum traffic for one specific date. For a movie studio, it’s opening weekend. For you, it’s your webinar date and time. So your marketing—let’s say, your social ads—for this webinar is exactly like what you see—say, on TV—for a movie. You may not have noticed this, but you’ll almost never see a TV commercial for a movie that’s already opened. That window has closed. Ditto for your webinar. So you can learn—and borrow a page—from Hollywood here. Think about a movie ad or a trailer: It gives you glimpses of the very best moments of the movie. Because the (untrue) assumption you have, as a viewer, is that the rest of the movie will be that good. But it isn’t. It never is. It can’t be. Still, you can tease snippets and factoids from your webinar, since you already know all of its content, and can gauge, pretty easily, what you think are some of its juiciest tidbits. And here’s the last bit of inspiration we’ll give you. It’s the one we’d teased in the headline of this article. And it’s one you’ve seen in several places. Here’s one: You’ve seen it on the TV news. Just as they’re about to head into a commercial. They’ll never tell you, for example: “The U.S. Olympic committee just chose Los Angeles as its next host city! We’ll give you all the details after the break.” That never happens! You know that. It’s always something more like this: “The U.S. Olympic committee just chose its next host city, and you won’t believe where it is! Get all the details after the break.” It’s a teaser. Reading about it, here, makes you groan, but you’ve got to admit that it’s effective. And here’s the lowest form of teaser, but we still love them, in a perverse way; and it’s what inspired our headline for this article: Clickbait! Yep, all of those “stories” you’ll see at the bottom of a news article’s page, with headlines like “You won’t believe how so-and-so looks today” or “My jaw dropped when I saw her dress” or whatever. Now look at your webinar content. Think of what, in it, is exciting. And then tease the heck out of it. Need help with a webinar challenge, or any other marketing challenge? Contact us. We’d be delighted to help.  Great photo by Grok. Here at Copel Communications, we recently helped a client of ours to plan, execute, and roll out a new product. It was a big initiative, spanning several months.
Our client, not surprisingly or unreasonably, asked us to craft the rollout plan, along with a Gantt Chart so they could easily visualize the process. You know what a Gantt Chart is, right? It was invented by an early 20th century management consultant named Henry Chart. Okay, we couldn’t resist that one. It was Henry L. Gantt. And the chart—you’ve seen tons of them—is made up of little colored horizontal bars that “move forward” over time, showing what gets done and when. It’s basically a matrix. For ours, the vertical columns represented months, going forward in time from left-to-right. And the horizontal rows represented the different activity streams of this project. Some would, say, start in August and run through October. Others wouldn’t start until November, but would run for six months. And so on. Confession: We are not Excel mavens here at Copel Communications. If you are, we salute you! But you might still pick up a tidbit or two from this article. List, then draw The plan/execute/rollout initiative was, as we’d mentioned, very detailed. Indeed, the way for us to even wrap our minds around it was doing it as an outline. And that’s how we proceeded. It went something like this: Step One: Write up the highest-level bullet points of the outline. Things like “Come up with product ideas.” “Develop the best idea.” “Create marketing materials.” And so on. Step Two: Populate the sub-bullets of each. So bullets such as “Create marketing materials” would include sub-bullets such as:
And then there would be sub-sub-bullets. In the above example, “Develop social posts” would include sub-sub-bullets such as:
And so on. Chart your course Even if you’re an Excel maven, that little bit of Word-play can help you. Just use indented bullets for brainstorming; you don’t need any special Word skills to do that. Here’s the thing: The Gantt chart isn’t as detailed as that outline. It basically just charts out the highest-level bullet points, over time. There’s probably some built-in Excel (or even PowerPoint) command that will “Gantt-ify” a bullet list; if there is, illuminate us in the comments section. In the meantime, if you’re living in Word Land, like us, the chart-“drawing” process is actually quite easy: All you do is create a table in Word. The top row is the months (or days, weeks, whatever). The left-most column lists the titles of the different activity streams (“Come up with product ideas,” “Develop the best idea,” etc.). And then all you do is fill in the colors for where the two will overlap. If the first month of “Develop social posts” is, say, October, then make that cell a color other than white. And click-to-fill the other cells as needed. It takes all of about two minutes. We delivered both of these docs to our client, who was delighted to receive them. First and foremost was the Gantt chart they’d requested: A quick and easy visualization of how the project would play out over time. And, for added detail, there was a Word doc outline of the project, in which each row of the Gantt chart teed up to a top-level section of the outline. It was perfect. It may not have been obvious to the client that we “worked in reverse” to make these deliverables, i.e., starting with the outline and then culling from it to make the Gantt chart, but who cares? They were happy, and the process was efficient. Have a marketing challenge you’d like to address? Or have tips for us on how to make Gantt charting even easier? In either case, we’d love to hear from you! Contact us today. |