Browse by Topics - Alternative Finance Programs

RESNA Catalyst Project - providing technical assistance to AT Act entities

Browse By Topic - Marketing

Topic Snapshot
Topic Snapshot - Marketing (2011) -- Available formats: html
Overview of resources available for this topic.
General
Modified Van Buyer's Guide - 2011 (2011) -- Available formats: pdf
Produced by VCI, this publication outlines the major considerations to be taken while shopping for a modified vehicle. Comparison charts of different types of modifications are included. While offering this as a resources, the RESNA Catalyst project does not endorse any type of modification or vendor, and encourages each customer to thoroughly research his or her purchase and to make an informed decision.
Reports
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.
Suggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.
Lessons Learned Providing Vehicle Loans (2007) -- Available formats: rtf
This report provides an overview of how AFPs manage vehicle loans. Topics include: The policy and decision-making process for vehicle loans,underwriting, servicing, and marketing.
Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.
Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.
National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.
Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.
Assessing the Alternative Financing Programs: Characteristics of Borrowers and Their Loans (2005) -- Available formats: rtf
This report uses case studies to look at the characteristics of borrowers from a sample of AFPs.
Sample Documents
Florida's New Horizon Fund email blast text (2010) -- Available formats: rtf
Text for E-blast from Florida Loan Program
Illinois General Brochure for AFP andTelework Programs (2010) -- Available formats: pdf
This is a general promotional brochure for Illinois that advertises both the AFP and telework loan program
Michigan Employment Loan Fund Brochure (2010) -- Available formats: pdf other
Michigan brochure advertising the Employment Loan Fund - two PDFs - one the inside the other the outside
Michigan Marketing Plan (2010) -- Available formats: rtf
This plan details both the marketing of the telework program and the AFP
Minnesota's EquipALife General Brochure (2010) -- Available formats: pdf
This brochure promotes general awareness of all of EquipALife programs.
Minnesota's EquipALife Telework Brochure (2010) -- Available formats: pdf
Marketing brocuhre for Minnesota
Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.
Washington's WATF Telework Handout (2010) -- Available formats: pdf other
Brochure from Washington - Do you want to start a business.
WATF General Handout (2010) -- Available formats: pdf other
Flyer promoting all of Washington's programs
IDA Brochure (2009) -- Available formats: pdf other
This is a template for an IDA brochure (English and Spanish)
Iowa IDA Brochure (2009) -- Available formats: pdf other
Sample of state brochure for IDA marketing in English and Spanish
Iowa IDA Poster (2009) -- Available formats: pdf other
This is a poster advertising IDAs - in English and Spanish
Washington State IDA Flyer (2009) -- Available formats: pdf
This describes the IDA program in Washington. It is directed to consumers.
Marketing Outreach Strategies: Utah Assistive Technology Foundation (2007) -- Available formats: rtf html
This outline proivdes guidance to loan programs on approaching marketing - through developing a plan, collaborating with partners, ensuring statewide marketing, providing good customer service and outreaching to special populations.
Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.
Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.
The AFP Programs - January 2007, Powerpoint Presentation (2007) -- Available formats: pdf
This is the Panel presentation about the AFP program nationwide that was presented at the ATIA conference.
Independence Fund Brochure (2006) -- Available formats: pdf
Vermont loan program brochure
Utah Access to Telework PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah Telework loan program.
Utah Assistive Technology Foundation PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah AFP
Utah General Audience Brochure (2006) -- Available formats: pdf
Utah's brochure for the AFP
Utah Special Education Story (2006) -- Available formats: rtf
This is a sample story that Utah developed to promote its AFP loan fund
Utah Telework and AFP Poster (2006) -- Available formats: pdf
Sample poster for the Utah loan programs
Vermont Brochure insert for consumer distribution (2006) -- Available formats: word
How will you cover the cost of the assistive technology you need? Insert for brochure for Vermont Independence Fund
Vermont Brochure insert for vendor distribution (2006) -- Available formats: word
Planning to use a credit card to finance your purchase today? Insert for the Vermont Indepedence Fund brochure
Vermont Flyer for all disabilities (2006) -- Available formats: word
Sample flyer from the Vermont AFP
Vermont Flyer for children (2006) -- Available formats: word
Samaple flyer for the Vermont AFP
Vermont Independence Fund Poster for seniors (2006) -- Available formats: word
Sample poster aimed at seniors
Vermont Independence Fund Poster with consumer (2006) -- Available formats: word
Sample poster for Vermont Independence Fund
Washington Hearing Aid Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington AFP on purchasing hearing aids
Washington Loan for Home and Vehicle Modifications Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing home and vehicle modifications.
Washington Loans for Adaptive Rec Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing adaptive recreational devices.
Washington Medical Equipment Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington regarding purchasing medical devices
Washingtonn AT Loans for Seniors Flyer (2006) -- Available formats: word
Sample flyer for Washington AFP aimed at senior citizens
Wyoming Poster for Children (2006) -- Available formats: other
Sample poster aimed at purchasing devices for children fromt he Wyoming AFP
Wyoming Poster for Seniors (2006) -- Available formats: other
Sample poster aimed at seniors from the Wyoming AFP
Washington Computer Loans Flyer (2005) -- Available formats: pdf
Sample flyer from Washington for computer loans
Helping Virginians with Disabilities- A Marketing Plan for the ATLFA (2004) -- Available formats: rtf
Virginia's plan to plan for, implement, and evaluate a marketing effort at the inception of their AFP
Marketing for AFP and Telework Loan Programs (2004) -- Available formats: ppt
A presentation reporting on steps taken to market the Utah AFP and Telework programs including mass media outreach, as well as targeted marketing efforts to disability and small business entities.
WATF Application and FAQs for Matched Savings Accounts (unknown) -- Available formats: external
This describes Washington State's matched savings accounts
Toolkits
Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.
Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.
Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion Plans
Marketing Materials
Florida's New Horizon Fund email blast text (2010) -- Available formats: rtf
Text for E-blast from Florida Loan Program
Illinois General Brochure for AFP andTelework Programs (2010) -- Available formats: pdf
This is a general promotional brochure for Illinois that advertises both the AFP and telework loan program
Michigan Employment Loan Fund Brochure (2010) -- Available formats: pdf other
Michigan brochure advertising the Employment Loan Fund - two PDFs - one the inside the other the outside
Michigan Marketing Plan (2010) -- Available formats: rtf
This plan details both the marketing of the telework program and the AFP
Minnesota's EquipALife General Brochure (2010) -- Available formats: pdf
This brochure promotes general awareness of all of EquipALife programs.
Minnesota's EquipALife Telework Brochure (2010) -- Available formats: pdf
Marketing brocuhre for Minnesota
Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.
Washington's WATF Telework Handout (2010) -- Available formats: pdf other
Brochure from Washington - Do you want to start a business.
WATF General Handout (2010) -- Available formats: pdf other
Flyer promoting all of Washington's programs
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.
Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.
IDA Brochure (2009) -- Available formats: pdf other
This is a template for an IDA brochure (English and Spanish)
Iowa IDA Brochure (2009) -- Available formats: pdf other
Sample of state brochure for IDA marketing in English and Spanish
Iowa IDA Poster (2009) -- Available formats: pdf other
This is a poster advertising IDAs - in English and Spanish
Telework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.
Washington State IDA Flyer (2009) -- Available formats: pdf
This describes the IDA program in Washington. It is directed to consumers.
Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.
Suggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.
Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.
Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.
Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.
Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.
Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.
Lessons Learned Providing Vehicle Loans (2007) -- Available formats: rtf
This report provides an overview of how AFPs manage vehicle loans. Topics include: The policy and decision-making process for vehicle loans,underwriting, servicing, and marketing.
Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.
Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.
Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.
Marketing Outreach Strategies: Utah Assistive Technology Foundation (2007) -- Available formats: rtf html
This outline proivdes guidance to loan programs on approaching marketing - through developing a plan, collaborating with partners, ensuring statewide marketing, providing good customer service and outreaching to special populations.
Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.
Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.
National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.
Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.
Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.
Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.
Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.
Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.
Resources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.
Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion Plans
The AFP Programs - January 2007, Powerpoint Presentation (2007) -- Available formats: pdf
This is the Panel presentation about the AFP program nationwide that was presented at the ATIA conference.
Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list them
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.
Independence Fund Brochure (2006) -- Available formats: pdf
Vermont loan program brochure
Utah Access to Telework PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah Telework loan program.
Utah Assistive Technology Foundation PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah AFP
Utah General Audience Brochure (2006) -- Available formats: pdf
Utah's brochure for the AFP
Utah Special Education Story (2006) -- Available formats: rtf
This is a sample story that Utah developed to promote its AFP loan fund
Utah Telework and AFP Poster (2006) -- Available formats: pdf
Sample poster for the Utah loan programs
Vermont Brochure insert for consumer distribution (2006) -- Available formats: word
How will you cover the cost of the assistive technology you need? Insert for brochure for Vermont Independence Fund
Vermont Brochure insert for vendor distribution (2006) -- Available formats: word
Planning to use a credit card to finance your purchase today? Insert for the Vermont Indepedence Fund brochure
Vermont Flyer for all disabilities (2006) -- Available formats: word
Sample flyer from the Vermont AFP
Vermont Flyer for children (2006) -- Available formats: word
Samaple flyer for the Vermont AFP
Vermont Independence Fund Poster for seniors (2006) -- Available formats: word
Sample poster aimed at seniors
Vermont Independence Fund Poster with consumer (2006) -- Available formats: word
Sample poster for Vermont Independence Fund
Washington Hearing Aid Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington AFP on purchasing hearing aids
Washington Loan for Home and Vehicle Modifications Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing home and vehicle modifications.
Washington Loans for Adaptive Rec Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing adaptive recreational devices.
Washington Medical Equipment Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington regarding purchasing medical devices
Washingtonn AT Loans for Seniors Flyer (2006) -- Available formats: word
Sample flyer for Washington AFP aimed at senior citizens
Wyoming Poster for Children (2006) -- Available formats: other
Sample poster aimed at purchasing devices for children fromt he Wyoming AFP
Wyoming Poster for Seniors (2006) -- Available formats: other
Sample poster aimed at seniors from the Wyoming AFP
Assessing the Alternative Financing Programs: Characteristics of Borrowers and Their Loans (2005) -- Available formats: rtf
This report uses case studies to look at the characteristics of borrowers from a sample of AFPs.
Washington Computer Loans Flyer (2005) -- Available formats: pdf
Sample flyer from Washington for computer loans
Effective Strategies for Marketing AFP and Telework Programs - summary of discussion (2004) -- Available formats: pdf rtf
Summarizing findings from a discussion of several programs on marketing strategies, this document provides a list of marketing vehicles, and audiences identified by the panelists.
Helping Virginians with Disabilities- A Marketing Plan for the ATLFA (2004) -- Available formats: rtf
Virginia's plan to plan for, implement, and evaluate a marketing effort at the inception of their AFP
Marketing for AFP and Telework Loan Programs (2004) -- Available formats: ppt
A presentation reporting on steps taken to market the Utah AFP and Telework programs including mass media outreach, as well as targeted marketing efforts to disability and small business entities.
Independence is Priceless and Other Thoughts on Marketing Your Program (2000) -- Available formats: html word
Steps to building a marketing plan
WATF Application and FAQs for Matched Savings Accounts (unknown) -- Available formats: external
This describes Washington State's matched savings accounts
Training Materials
Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.
Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.
Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.
Success Stories
Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.
Profile
Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.
Resources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.
Teleconferences
New AFP Program Directors/Lending Basics Conference Call Series: -Second call - Wednesday, May 25th at 1:00pm Eastern (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.
New Telework Program Directors Conference Call Series:- Fourth Call - Tuesday, May 24th at 1:00pm Eastern (2011) -- Available formats: mp3 word
Wrapping up the series of conference calls for directors new to Telework Programs, the fourth scheduled call focused on the findings of the Top Performers workgroup of the Telework Initiative in 2010. The identified Keys to Success were reviewed in greater detail. The publication is listed in Word format, and the recording of this discussion is available for review in an MP3 format.
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.
Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.
Telework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.
Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.
Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.
Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.
Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.
Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.
Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.
Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.
Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.
Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.
Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.
Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.
Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.
Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.
Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.
Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.
Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion Plans
Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list them
Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.
Meetings
New Mexico Mailout (2011) -- Available formats: other pdf
Mailout material for New Mexico
Suggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.
National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.
Resources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.
Organizational Resources
Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.

Browse By Topic - Marketing

Topic Snapshot

General

Reports

Sample Documents

Toolkits

Marketing Materials

Training Materials

Success Stories

Profile

Teleconferences

Meetings

Organizational Resources