A Colaboratory Visit

Today, Bram Pitoyo and I visited CoatesKokes to see what the Portland Colaboratory members were up to. The two Colaboratory teams were hard at work on their final PR and Marketing pitch for Sameunderneath. We watched them interview some CoatesKokes employees about what the Sameunderneath brand stood for. After about an hour of this, James Rice made a visit and let the team in on some strategic presentation advice.

James’ advice came at the right time — both teams have only seven days left before their final presentation to Sameunderneath. With only a week left in the program, he aimed to give them strategic advice on creating engaging and successful Marketing/PR plans.

James Rice is the Digital Brand Strategy Director at Ascentium, an agency specializing in interactive media. He has an intense track record. During his 15 years of agency experience, he’s only lost 5 clients. Compare this to baseball, golf, or the Olympics.

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James Rice Begins

James Rice: One of the things that most people forget, especially at your age, is that the concept of a team is very important. Never lose sight of that.

Collaborate

photo credit: Capra Royale

One thing we pride ourselves on is that everyone feels like they can work together to execute to that client’s expectations.

For instance (he pointed to Colab member Christine Vo, who was sitting to his left) if Christine and I were presenting to a client, a sort of conversation could go on between the two of us. It wouldn’t be like divisional, like assigning one person slides 3 and 5, or dividing up the work.

If you have the appropriate discussions in front of customers, that will speak volumes for people wanting to hire you.

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On the Errors of Big Agencies

There are some errors that most BDA (Big Dumb Agencies) make in presenting to potential clients. One of them is that they are used to pitching the team. CoatesKokes doesn’t do this.

It’s not about the people, or the history of whatever. Introduce your like this: “This is Joe, and he’s the account planner, and Sarah is the copywriter”. That way, the client sees what the agency is going to do, not what its people did in the past.

In case the agencies are listening, the idea of a BDA is not mine. George Parker coined the term on his blog AdScam.
He lived in Boise Idaho, and is a kind of blogger pundit. I highly suggest reading his work, as well as Marktd.com.

That all said — act as a team.

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Clients, Challenging Brands, and Organization

photo credit: gcoldironjr2003

1. Clients want to hire people who are enthusiastic about the business — who have taken the time to learn — who work together to challenge each other. At the same time, never be afraid to challenge the brand’s assumptions.

2. Be very organized in your thoughts — you have to be able to tell the story. Always pretend there’s a director over your shoulder, or that you’re presenting to your own camera.

Those are the two big tenants of presenting well.

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Passion, Slides, and Owning the Room

photo credit: jurvetson
Clients want to see that you’re passionate about the presentation.

But don’t put everything on the slides. If I see slides with more bullets on them, I’ll probably scream.

OWN the room when you step in. What’s on the glass or projected, will fill the gap.

What is most important is that you’re standing there with your team, and you’re passionate about what you say.

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Words Inspire Images

photo credit: Georgieporge

I was in my car the other day, and Posion’s Every Rose has its Thorn came on the radio. I listened for a moment and then switched over to CD. That Niel Young’s Cowgirl on the Sand. That was much better for some reason.

What made it better? It’s the same when it comes to presentations.

What we want to do in presentations is to get someone to think uniquely, or to present something that shows we’re unique. The phrase “Cowgirl on the Sand” shows something to our mind. It really conjures up an image. It is also unique, while the phrase “Every Rose has its Thorn” is overgrown; cliche.

Always try to come up with polarizing and intriguing things, and be very vocal; personable.

(At this point, James Rice began to wave his hands around a bunch).

Also use a bunch of hand motions.

(He pointed to the whiteboard behind him).

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This whiteboard is your best friend.

photo credit: Ben30

Once we went on a pitch and won HP as a client against a big competitor. We presented without laptops and Powerpoints and just brought in a whiteboard. That way, we could actually involve the clients in our presentation. They could watch it develop instead of sit there on the screen — this unmodified, ungrowing series of static images.

That’s one of the things I’d like to see in every presentation room. A whiteboard on which you could project a presentation on the lower part of it.

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Owning the Room During Electronic Malfunction

photo credit: Qfamily

Sometimes you come in, and there’s stuff that sometimes doesn’t work. White boards solve that. When possible, always have a backup. You shouldn’t need a Powerpoint to pitch an idea. It should be there in your head, and the head of your team.

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The COLAB Sameunderneath Presentation

James Rice: Lets talk about the Colaboratory presentation to Sameunderneath. How much time do you have?

Colab Member: 30 minutes for the pitch, and 15 for questions and answers.

Another Colab Member: No, it was just 30 minutes.

At this point, the team realized that there was a discrepancy of time-knowledge amongst them.

James Rice:
This brings up a good point. There should be that one point person who is in change of the entire thing. There always should be a pitch leader who is collecting all of the ideas. Everyone will take care of parts and pieces, but there needs to be part of a collector.

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On the Presentation of Self

photo credit: Steve & Jemma Copley

Never spend time on welcomes. I’m probably the only team that doesn’t do biographies. With Linkedin, Facebook, ect. out there, and there’s a good chance they know it is you.

As soon as you state, “I did this”, your design work becomes about your past.
If I could bestow any philosophy — it’s all about what you did — it’s about what you’re doing.

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On Thanking the Client

photo credit: carakatze

Don’t thank them like, “we’re happy to be here”

I’ve seen it done where people are so soft, like “I really appreciate the time”

Clients want actionable people that are ready to hit the ground, who are ready to kick some ass.

Say: “On the left there’s Chris Stein.

If you introduce her, it begins to be like a team.

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The Whiteboard

photo credit: mlinksva

On the screen, you can’t do the kinds of things you can do on the white board.

(He goes to the board behind him)

I just did this in a pitch the other day. I called it this area on the board, and made it the impact zone.

Instead of having an agenda — there are other certain things you can do, like you can take little sticky things and put down the thoughts on each other, and then start to arrange them into logical clusters.

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So then there’s these points of impact, and you can put them on the very first slide. For instance it can say the six things we’re gonig to do for you.
For samenunderneath you’re impact zone is going to be brand, exposure, orginality…ect.

What else do you want to do?

Do you want to create a new customer? Attract a new customer?

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Innovate in the Marketplace

photo credit: Lauras512

If you just put one or two words here and tell a story around them.

If I were pitching for Sameunderneath I’d probably be like “we’re here today because you’ve had a large impact to a very unique set of customers in what you’ve done for the last nine years…” We’ve looked at what kind of impact you’ve had in the marketplace.

If we were look at your brand expansion and how we can bring about greater exposure through your “market expansion plan” (adding sometimes its fun to put in phrases htat sound big)
today we’rll talk about how you can re-imagine your plan.

Lets look at brand experience, social retail. It is these thigns that will increase your exposure in the lines of your market plan.

Sameunderneath will take on this exposure and expand on it.

When I talk about a markting plan I have certain fears.

ROI would be on there.
(But I hate the word ROI — I’d prefer rather to use measurement…or culpability).

I’d have a statement and the impact points of ‘experience, authority, understanding.’

When I talk about experience a story is already starting to unfold.

Powerpoint presentations makes us be explicit.

I try to rip those bullets out and say them, not show them.

A slide can say “new ideas have the power to break boundaries set by others’ assumptions.”

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Branding a Presentation

photo credit: PinkMoose

You can also turn the presentation…not to your brand but to their brand.

Build the presentation like you work for them and put their brand on the bottom of the slides.

We do a lot of quite a few pitches that we do at Ascentium, and the strategy used depends on the type of pitch. If it is a type of social media strategy, then that comes on our deck (our brand and feel).

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Building from Scratch

photo credit: Richard Jones

We put all our presentation material on the network drive and it’s a mess.

Even though the presentation material is there, every time I build it from scratch.

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Finding Inspiration

photo credit: alicepopkorn

I have a delicious tag called inspiration…or “fucking rad”.

They’re where I go when I need inspiration.

Another thing I go to is Flickr.

If I’m stuck while making a presentation, I get what I want to say, and then create those keywords. And I build a slide desk with just thoe images.

And I begin to fill in those gaps “what do I want to say”.

Sometimes I put those ideas on notecards.

Question: What advice would you give to someone not as comfortable with presentng to a group?

James Rice: There are some amazing creatives that don’t want to pitch. They want to contribute to ideas.

I don’t pracice creating or programming anymore.

In the big picture, I’d probably, over time, find out where I’m there on it.
I have to ask the question of whether I want to pitch, or do I want to contribute a lot of really great ideas that are on the pitch?

In the case of Friday…get over it!

You’re gonna have great ideas…

You’re too young to be nervous.

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Images

photo credit: gutter

If your image is about expansion, find images of storefronts on Flickr that exist in other locations. Map the Sameunderneath logo onto them and see what happens. How does Sameunderneath fit in other ecosystems?

How could Sameunderneath fit into other cultures and other audiences.

As we looked at your plan of expansion…then do a map.

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The Awesomeness of Circles

photo credit: kyz

People love circles by the way

And if you draw circles and shit…

(He shows the group a slide filled with various objects).

Then clients will love it. They have the capability to show growth and change.

If you can draw what you’re trying to say people are going to love it. You’ll be so successful.

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Macrovisualizing

photo credit: audreyjm529

(Points to the board — where many ideas are listed).Man…this could be a slide of 26 bullets.

James RiceDon’t increase the number of slides to decrease the nubmer of bullets.

What I’d do is macrovisualize what I’m trying to visualize.

(Points to the jars of M&M’s on the table… (see, M&M’s are not triangular or square. They’re circular).

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A Sample Introduction

photo credit: eyeliam

James Rice began by drawing a vertical line on down the white board. One one side of it, he drew Sameunderneath.

James Rice: Here’s Sameunderneath .. it’s made a great impact on 18-24 year olds.

Then James started circling the logo, adding concentric rings around it that were larger and larger as they progressed. He led them to cross over to the right side of the vertical line.

James Rice: And here’s where we need to take it. This is why circles are powerful — they show the progression of time.

Where we need to take it is the 30-40 year olds…and increase the core audience. Then, as time progresses, the 30-40 year olds need to be come the main audience.

Try to draw you what you’re going to say.

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Learning from Failure

photo credit: zentolos

Instead of saying here’s what succeeded, I’d like to tell you about something that failed.

It’s fun to give you advice based on a thing that didn’t work .. because it is easier to see know what went wrong.

I’ll tell you what went wrong this time.

We hadn’t met the client before, and we were up, literally, for 61 hours.
Thus, we had no context, and with only three days to prepare, it was pretty much impossible.

We should’ve been more prepared for it; I should’ve told them no.

But we all realized we liked the three day thing.
Because when you have three weeks, you smash all of your ideas against the wall. You force yourself over them too much, until they become less of what they were before.

Like my writing professor in college said — write it. And then you’rll rewrite it and rewrite it and rewrite it. But just write it.

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On Taking Breaks

photo credit: dennis and aimee jonez

Don’t stay continuously working on something. You need to give your brain a break.

More importantly, focus it completely for a while, and then step back.

(He examined the presentation on his laptop).

I also used the colors and blue…maybe that was the problem.
I also didn’t use rounded corners — against my best intentions.

I’ll give you a secret — brand voice is what happens when you come in with
Your goal of the presentation is to distill it down into memorabale, topical, organized pitches.

You should have over 15 slides, ideally. And talk to your slides — they’re meant to work for you. They’re also touchpoints.

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On Pitching

photo credit: akeg

“When will you be pitching?” He asked the Colab Members. “Will you be practicing?”

It was stated that team Lattice would be practicing at Studio Bard on Wednesday.

James Rice: Does everyone have soem Sameundernath clothing?

I might do that if I were pichng htem as a client. It’s more gimmicky — but it shows that you’re all invested in the brand.

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Ten Things You Can Really Remember

photo credit: seanmcgrath

Look over your documents and come up with 10 great things that you really remember.

Make sure those ten things are what is remembered when you walk out of that room.

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Create a Visual Analysis

photo credit: playerx

Come up with your own type of visual analysis.

Everything dyou do should be expressed visually.

(James went again to the whiteboard and drew circles).

James Rice: Here’s our biggest MINDSHARE competitor.

Here are some very unique ways for you to expand your customers…and increase their mindshare.

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The Impact Zone

photo credit: Ana Filipa Machado

Identify the expertise in the creative ideas… identify zones within your plan where you now have it down cold.

Know it more than what it takes to get into that plan. Consider:

• Brand
• Exposure
• Originality
• Innovation
• Expansion
• ROI

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Conclusions

It was great to hear what James Rice had to say about the creative industry. As an Anthropologist, it was an interesting injection into a world of competing teams, creative ideas, and intense work methods. I look forward to seeing the future ideas that come out of the mind of James Rice and the Colaboratory members.

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Resources

photo credit: markhillary

Check out the blog of James Rice
And you can follow his Delicious Links.
Or you can follow James Rice on Twitter.

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