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TM Simplify   Digital.




 The Goal Setting
 Toolkit




© Groop Skool 2010-2011                            1
TM Simplify   Digital.




Business Goals / Increase Donations

                  Ideas     Desire   Obtainablity          Total




© Groop Skool 2010 - 2011                                          2
TM Simplify   Digital.




Business Goals / Increase Awareness

                  Ideas     Desire   Obtainablity         Total




© Groop Skool 2010 - 2011                                         3
TM Simplify   Digital.




Notes




© Groop Skool 2010 - 2011                            4
TM Simplify   Digital.




 User Definition
 Toolkit




© Groop Skool 2010-2011                            5
TM Simplify   Digital.




Why do I need to do this?
You know that customers are the most important thing in your business and therefore
they are the most important driver of what you do online.
Creating a tangible picture of who your customer is requires you to “really see them” and
to understand their needs. The first step is creating a customer profile. Whether you have
done many of these or this is your first time our goal is to help you make these
customers real, both in their profile form here but also in sales.


How do I come up with my customers?
If you are an existing business, you know them because you deal with them all the time.
More importantly you likely have some data of who they are. If you are a new business
and have already defined them you have them written down somewhere or in your head.
If you are the founder of a start-up there is a high likelihood that you yourself are the
main customer profile or know someone close to you is.

                          Who are your customers?




© Groop Skool 2010-2011                                                                 6
TM Simplify   Digital.




What do I need to define about my customer?
To start a name, any name. One that reflects their background. Giving them a name
begins to make them real. You don’t have “customer 1” as a customer, you have Linda
Johnson as a customer. Second demographic information such as age, gender,
income & marital status. Third, their story. Describe the situation they are in that has
created potential interest in your product or service. 4th, what do they need from your
product or service? This can be a feature or it can be an attribute of how the feature
work such as “easy to use”.




                   Betty Peterson - “The “Accidental Entrepreneur”


                   Female, Brooklyn New York
    Name           Age: 32, Ex - Advertising Creative Director
                   In a relationship

                   Betty just got laid off from an Ad agency where she was a
                   creative director.
    Story          Betty loves all things “Home”. From hand knit pillows, to
                   cooking to decorating. She is already a big seller on Etsy.

                   Understands the internet, but not the first thing
                   about business. Wants info in “her language”.
                   Wants to start her own online store and brand.
    Needs          She needs to know about ecommerce. She also
                   needs to know the basics of how to start a
                   business. It needs to be super easy to user and
                   understand.


© Groop Skool 2010-2011                                                                   7
TM Simplify          Digital.




          Example




DealPro
User
Profiles



                                                                          Active User                                        The Celebrity
             Light User
                                                                           “Abhay Modi” - “The Frugal Gadget Dude”           “Anna Walker” - “The Celebrity DealPro”
             “Betty Eno” - “The DIY-er - Future Martha Stewart”                                                              Female, Detroit Michigan
             Female, Brooklyn New York                                     Male, Austin, Texas
                                                                           Age: 26                                           Age: 46
             Age: 31                                                                                                         Former Auto worker
             Engaged                                                       Software Engineer
                                                                           Single                                            Married, 3 kids
             Ex - Advertising Creative Director

                                                                           Abhay is an engineer at an Austin tech            Anna worked in the Automotive industry for 20 years.
             Betty just got laid off from an Ad agency where she was a                                                       Assembly line worker for 12 years, Administrative
 Story                                                                     company. He prides himself at having all the
             creative director.
                                                                           latest tech at the greatest prices. He wears      Assistant to UAW Labor Relations Dir. for 8 years.
             She is a “planner” and has sufficient savings until she                                                         She took voluntary retirement and used her buyout to
                                                                           “savvy frugal” on his shoulder. He loves being
             gets another job.
                                                                           helpful and sharing. Makes him feel valuable      start her own online business. She writes the blog
             Betty loves all things “Home” and “Cooking”. Her blog                                                           DetroitDealMama.com. She will introduce her
             http://epicureanquest.blogspot.com/ gets good traffic and     and smart.
                                                                                                                             upcoming book “Deal with It Honey: Living Large at a
             attention. Now that she has some time she is beginning
             to plan a business around her blog.                                                                             Small Price & Other Adventures in Stylish Frugality”
                                                                                                                             on Oprah.


                                                                           ‣People to like his deals                          ‣Easy to use site, she is busy
 Needs        ‣To have fun while finding deals                                                                                ‣Easy to integrate features
              ‣Easy to use commenting tools                                ‣Affirmation from other users
                                                                           ‣The best deals                                    ‣To know that Savings.com will increase her traffic
              ‣The best deals
                                                                           ‣Feedback                                          ‣To know that Savings.com won’t damage her image
              ‣To know how Savings.com could fit her new venture                                                              ‣ Monetization possibilities
              ‣To make new online friends                                  ‣To increase his following
                                                                           ‣To know how to better promote himself             ‣Exposure
              ‣To get followers for her blog                                                                                  ‣Feedback & ideas from her fans
              ‣To discover that she could provide value to others
                                                                  by       ‣API for him to make his own Savings.com
              sharing her awesomeness.                                      apps


                                                                            Get recognized while sharing your vast            Savings.com is an awesome partner to help grow
              Save money, interact and have fun, “you too can be a                                                            your brand and user base. They will help me make
  Value
              DealPro”. “It’s easy!”                                        wisdom with the unwashed masses. You are a
  Prop                                                                      “Nerd” god. Chicks dig you.                       more money.


                                                                            Others will know you are a god on                 We are an awesome partner to help you grow your
  Core        Save money, have fun & discover that you could be a                                                             brand and users which will help you make more
              DealPro. It’s super easy.                                     Savings.com and chicks will dig you.
  Message                                                                                                                     money.



                                                                in mind. They are figurative and should only be used as a guide.
Please Note: These profiles are done with DealPro recruitment




         © Groop Skool 2010 - 2011                                                                                                                                          8
TM Simplify   Digital.




        Create 3 users profiles for your online advocacy site. Start with the
        name, then the story then their needs. Finish by finding a picture in a
        magazine or online that you feel best represents what the user looks
        like.




                      Picture              Picture              Picture




Name




Story




Needs




        © Groop Skool 2010-2011                                                        9
Users Needs:
Understand your users and deliver what they want



Target User / Target   The Evolving Artist                The Exploratory
Customer                                                  Collector


Their Story            Natalia is a mixed media and       Jason started building his
                       canvas painter with a vibrant      collection several years ago
                       and growing following of urban     after becoming interested in
                       hipsters in their 20s & 30s.       the political works of Shepard
                       She exhibits in solo and group     Fairey. He is interested in the
                       shows and is looking to have       social impact and message
                       her work reach the tipping         regarding the pieces he
                       point of acclaim. She is highly    collects and wants to share
                       active online with a robust        and discuss his opinions and
                       Facebook and Twitter               influences with his friends and
                       following.                         art scene.

Their Needs            - Display their work in a          - Interact with other people
                         flattering, true to experience      with similar interests, tastes
                         fashion.                           and influences
                       - Connect with curators,           - Discover new artists and
                         reviewers and other industry       scenes
                         influencers                       - Contribute his opinion and
                       - Be able to sell their work in      gain recognition in his art
                         various forms                      circle

Value Proposition      Help me exhibit, grow my           Connect me with art that is
                       following and make money in a      relevant to my interests and
                       way that is cool, legitimate and   inspiring to my social circle.
                       sustainable.                       Help me share my tastes and
                                                          experiences quickly and with
                                                          people that I know.



Messaging              * Show, Share, Sell - Saatchi      * Discover & Inspire - Saatchi
                       Online is the environment for      Online is where you come to
                       true to life artistic              find art relevant to your lifestyle
                       representation and opportunity.    and to contribute to the art
                                                          scenes that you participate in.




                                                                                          10
TM Simplify   Digital.




Notes




© Groop Skool 2010 - 2011                            11
TM Simplify   Digital.




 Prioritization Toolkit




© Groop Skool 2010-2011                            12
TM Simplify   Digital.




     Prioritized Needs

                       Picture   Picture            Picture




      Type


     Name




  Top 3 Needs




  Features for
    Need #1



Functionality for
   Need #1




  Features for
    Need #2




Functionality for
   Need #2




  Features for
    Need #3




Functionality for
   Need #3




    © Groop Skool 2010 - 2011                                       13
TM Simplify   Digital.




     Prioritized Needs Example

                            Picture                        Picture                         Picture




      Type            High End Residential          Entrepreneurial Commercial                  Institutional


                                                      Julie & Linda Lu, Fashion        Janine Smith, Exec. Dir. of
     Name              Jorge Coen, Director                                               School of Science &
                                                              Designers
                                                                                              Technology

                           audio/visual                    media validation                    assurance
  Top 3 Needs           can’t be intimidated                  story clarity                      legacy
                            credentials                  all must be beautiful              professionalism

                      Video Media Examples,                                               Evidence, peerage
  Features for       Inspiring Photos/Motion,       History of PTA, Consistency,
                                                                                         (approval from those
    Need #1         Narrative story, Graphically    Articulation, Motives, Drivers
                                                                                           around), Awards
                                Rich

                                                                                       List of accomplishments,
                         View on mobile,             Video, Press kits, releases,
Functionality for                                                                         transference of past
                      experimental narrative,       one sheets, editorials, louder
   Need #1                                                                            projects, Print pages/pdf’s,
                        cinematic imagery                    messaging
                                                                                             work samples

                                                     Multiple locations of press,
                     No jargon, Confidence in                                            Visualization, values and
  Features for                                         popular culture, non-
                      approach, Simplicity,                                               needs, projection of
    Need #2                                          architecture press, Part of
                        Stories and Cases                                                  institution’s future
                                                                social

                                                                                       Presentation style & deck
                    Vernacular language/simple,       Functions/Events, Social
Functionality for                                                                      structure, interview/pitch
                      speak from wisdom, not            media, video, blogs,
   Need #2                                                                                approach, beautiful
                            knowledge                       partnerships
                                                                                              renderings


                                                                                       Documentation, process,
  Features for      Voice & writing, credentials,   See the work, live in the work,
                                                                                      speaking, team, leadership
    Need #3          appearances, authenticity           experience the work
                                                                                        & facilitation, network


                        Blog, testimonials,                                              Biographies, history,
                                                     Big images, well-cropped,
Functionality for   walkthough a project from a                                           meeting systems,
                                                       “architecture images”
   Need #3             personal perspective,                                            objectives, structure of
                                                            transitions,
                            Interviews                                                          process



    © Groop Skool 2010 - 2011                                                                              14
TM Simplify   Digital.




Notes




© Groop Skool 2010 - 2011                            15

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Digital ADD Workbook

  • 1. TM Simplify Digital. The Goal Setting Toolkit © Groop Skool 2010-2011 1
  • 2. TM Simplify Digital. Business Goals / Increase Donations Ideas Desire Obtainablity Total © Groop Skool 2010 - 2011 2
  • 3. TM Simplify Digital. Business Goals / Increase Awareness Ideas Desire Obtainablity Total © Groop Skool 2010 - 2011 3
  • 4. TM Simplify Digital. Notes © Groop Skool 2010 - 2011 4
  • 5. TM Simplify Digital. User Definition Toolkit © Groop Skool 2010-2011 5
  • 6. TM Simplify Digital. Why do I need to do this? You know that customers are the most important thing in your business and therefore they are the most important driver of what you do online. Creating a tangible picture of who your customer is requires you to “really see them” and to understand their needs. The first step is creating a customer profile. Whether you have done many of these or this is your first time our goal is to help you make these customers real, both in their profile form here but also in sales. How do I come up with my customers? If you are an existing business, you know them because you deal with them all the time. More importantly you likely have some data of who they are. If you are a new business and have already defined them you have them written down somewhere or in your head. If you are the founder of a start-up there is a high likelihood that you yourself are the main customer profile or know someone close to you is. Who are your customers? © Groop Skool 2010-2011 6
  • 7. TM Simplify Digital. What do I need to define about my customer? To start a name, any name. One that reflects their background. Giving them a name begins to make them real. You don’t have “customer 1” as a customer, you have Linda Johnson as a customer. Second demographic information such as age, gender, income & marital status. Third, their story. Describe the situation they are in that has created potential interest in your product or service. 4th, what do they need from your product or service? This can be a feature or it can be an attribute of how the feature work such as “easy to use”. Betty Peterson - “The “Accidental Entrepreneur” Female, Brooklyn New York Name Age: 32, Ex - Advertising Creative Director In a relationship Betty just got laid off from an Ad agency where she was a creative director. Story Betty loves all things “Home”. From hand knit pillows, to cooking to decorating. She is already a big seller on Etsy. Understands the internet, but not the first thing about business. Wants info in “her language”. Wants to start her own online store and brand. Needs She needs to know about ecommerce. She also needs to know the basics of how to start a business. It needs to be super easy to user and understand. © Groop Skool 2010-2011 7
  • 8. TM Simplify Digital. Example DealPro User Profiles Active User The Celebrity Light User “Abhay Modi” - “The Frugal Gadget Dude” “Anna Walker” - “The Celebrity DealPro” “Betty Eno” - “The DIY-er - Future Martha Stewart” Female, Detroit Michigan Female, Brooklyn New York Male, Austin, Texas Age: 26 Age: 46 Age: 31 Former Auto worker Engaged Software Engineer Single Married, 3 kids Ex - Advertising Creative Director Abhay is an engineer at an Austin tech Anna worked in the Automotive industry for 20 years. Betty just got laid off from an Ad agency where she was a Assembly line worker for 12 years, Administrative Story company. He prides himself at having all the creative director. latest tech at the greatest prices. He wears Assistant to UAW Labor Relations Dir. for 8 years. She is a “planner” and has sufficient savings until she She took voluntary retirement and used her buyout to “savvy frugal” on his shoulder. He loves being gets another job. helpful and sharing. Makes him feel valuable start her own online business. She writes the blog Betty loves all things “Home” and “Cooking”. Her blog DetroitDealMama.com. She will introduce her http://epicureanquest.blogspot.com/ gets good traffic and and smart. upcoming book “Deal with It Honey: Living Large at a attention. Now that she has some time she is beginning to plan a business around her blog. Small Price & Other Adventures in Stylish Frugality” on Oprah. ‣People to like his deals ‣Easy to use site, she is busy Needs ‣To have fun while finding deals ‣Easy to integrate features ‣Easy to use commenting tools ‣Affirmation from other users ‣The best deals ‣To know that Savings.com will increase her traffic ‣The best deals ‣Feedback ‣To know that Savings.com won’t damage her image ‣To know how Savings.com could fit her new venture ‣ Monetization possibilities ‣To make new online friends ‣To increase his following ‣To know how to better promote himself ‣Exposure ‣To get followers for her blog ‣Feedback & ideas from her fans ‣To discover that she could provide value to others by ‣API for him to make his own Savings.com sharing her awesomeness. apps Get recognized while sharing your vast Savings.com is an awesome partner to help grow Save money, interact and have fun, “you too can be a your brand and user base. They will help me make Value DealPro”. “It’s easy!” wisdom with the unwashed masses. You are a Prop “Nerd” god. Chicks dig you. more money. Others will know you are a god on We are an awesome partner to help you grow your Core Save money, have fun & discover that you could be a brand and users which will help you make more DealPro. It’s super easy. Savings.com and chicks will dig you. Message money. in mind. They are figurative and should only be used as a guide. Please Note: These profiles are done with DealPro recruitment © Groop Skool 2010 - 2011 8
  • 9. TM Simplify Digital. Create 3 users profiles for your online advocacy site. Start with the name, then the story then their needs. Finish by finding a picture in a magazine or online that you feel best represents what the user looks like. Picture Picture Picture Name Story Needs © Groop Skool 2010-2011 9
  • 10. Users Needs: Understand your users and deliver what they want Target User / Target The Evolving Artist The Exploratory Customer Collector Their Story Natalia is a mixed media and Jason started building his canvas painter with a vibrant collection several years ago and growing following of urban after becoming interested in hipsters in their 20s & 30s. the political works of Shepard She exhibits in solo and group Fairey. He is interested in the shows and is looking to have social impact and message her work reach the tipping regarding the pieces he point of acclaim. She is highly collects and wants to share active online with a robust and discuss his opinions and Facebook and Twitter influences with his friends and following. art scene. Their Needs - Display their work in a - Interact with other people flattering, true to experience with similar interests, tastes fashion. and influences - Connect with curators, - Discover new artists and reviewers and other industry scenes influencers - Contribute his opinion and - Be able to sell their work in gain recognition in his art various forms circle Value Proposition Help me exhibit, grow my Connect me with art that is following and make money in a relevant to my interests and way that is cool, legitimate and inspiring to my social circle. sustainable. Help me share my tastes and experiences quickly and with people that I know. Messaging * Show, Share, Sell - Saatchi * Discover & Inspire - Saatchi Online is the environment for Online is where you come to true to life artistic find art relevant to your lifestyle representation and opportunity. and to contribute to the art scenes that you participate in. 10
  • 11. TM Simplify Digital. Notes © Groop Skool 2010 - 2011 11
  • 12. TM Simplify Digital. Prioritization Toolkit © Groop Skool 2010-2011 12
  • 13. TM Simplify Digital. Prioritized Needs Picture Picture Picture Type Name Top 3 Needs Features for Need #1 Functionality for Need #1 Features for Need #2 Functionality for Need #2 Features for Need #3 Functionality for Need #3 © Groop Skool 2010 - 2011 13
  • 14. TM Simplify Digital. Prioritized Needs Example Picture Picture Picture Type High End Residential Entrepreneurial Commercial Institutional Julie & Linda Lu, Fashion Janine Smith, Exec. Dir. of Name Jorge Coen, Director School of Science & Designers Technology audio/visual media validation assurance Top 3 Needs can’t be intimidated story clarity legacy credentials all must be beautiful professionalism Video Media Examples, Evidence, peerage Features for Inspiring Photos/Motion, History of PTA, Consistency, (approval from those Need #1 Narrative story, Graphically Articulation, Motives, Drivers around), Awards Rich List of accomplishments, View on mobile, Video, Press kits, releases, Functionality for transference of past experimental narrative, one sheets, editorials, louder Need #1 projects, Print pages/pdf’s, cinematic imagery messaging work samples Multiple locations of press, No jargon, Confidence in Visualization, values and Features for popular culture, non- approach, Simplicity, needs, projection of Need #2 architecture press, Part of Stories and Cases institution’s future social Presentation style & deck Vernacular language/simple, Functions/Events, Social Functionality for structure, interview/pitch speak from wisdom, not media, video, blogs, Need #2 approach, beautiful knowledge partnerships renderings Documentation, process, Features for Voice & writing, credentials, See the work, live in the work, speaking, team, leadership Need #3 appearances, authenticity experience the work & facilitation, network Blog, testimonials, Biographies, history, Big images, well-cropped, Functionality for walkthough a project from a meeting systems, “architecture images” Need #3 personal perspective, objectives, structure of transitions, Interviews process © Groop Skool 2010 - 2011 14
  • 15. TM Simplify Digital. Notes © Groop Skool 2010 - 2011 15