Character in Marketing

By the end, the learner can

• Ethical solicitation practice: represents the organization's funding needs accurately to donors and funders, avoiding exaggeration or misrepresentation of program outcomes
• Accountability in reporting: delivers accurate fundraising data to leadership and board even when results fall short of stated goals
• Professional conduct with donors: maintains consistent, respectful, and trustworthy behavior with donors across all stages of the relationship

Session plan

1. 10 minReading the four levelsWhere this shows up: retail settings and client sites, working with managers, customers, sales teams. Conditions to expect: customer-facing, target-driven, persuasion-based. Entry roles this maps to: Cashiers, Counter and Rental Clerks, Demonstrators and Product Promoters.
   • applies organizational and industry ethical guidelines when reviewing promotional material for accuracy, fairness, and compliance with regulations
   From Advertising and Promotions Managers (11-2011.00)
2. 20 minSelf-rating with evidenceWork the task on your own first. Support is available, but ask for it out loud so the group hears what got you stuck.
   • Tools in play: Office suite software, Spreadsheet software, Data base user interface and query software.
3. 15 minInstructor or peer ratingScored live against the four levels. The scorer marks what they saw, not what they assume the learner could do on a better day. Developing is the target for this point in the program: Moving in a positive direction in a professional career. Still learning, with room to grow around the skill.
4. 10 minReconcile and set one goalClose the loop: what changed between the first attempt and the last, and what would have to be true for character to hold up on a bad day.