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Patty
Block
Business Development | Sales | Marketing | Branding Portfolio
CONTENTS
Brand
Building and Deployment
Lead
Generation, Client Acquisition and Retention Programs
Industry
and Media Alliances
Public
Relations
Press,
Media and Analyst Relationships
Digital
Marketing and PR
Marketing
Communications
Strategic Communications,
Content Development and Copy Writing Portfolio
(highlights)
NOTE:
A link to materials is included with each entry.
BRAND
BUILDING AND DEPLOYMENT:
Mission Statement, Value Proposition, Messaging
Oracle
Refined
and led brand deployment for Oracle Consumer Packaged
Goods (CPG) and Oracle Retail. Grew revenue by over $58
million through design and implementation of innovative
communications, marketing and PR programs.
Oracle
Consumer Sector
Industry Solution Positioning
(excerpt)
Oracle CPG Value Proposition
Oracle Retail
Value Proposition and Messaging
Spencer
Stuart
Transformed business development programming, strategic
communications and PR strategies for TCM practice and
multiple technology specialty practice groups. Crafted
consistent messaging and brand story. Implemented dozens
of targeted client, prospect and media outreach campaigns.
Various research, thought leadership, speaking and special
event programs generated significant market awareness
and over $2 million in new search work.
Technology,
Communications & Media (TCM)
Practice Messaging
(excerpt)
Meridian Builders & Developers,
Inc.
Sunset
2007 San Francisco Idea House
Block secured joint venture and PR coup with Sunset Magazine, circulation over one
million. Sunset chose Meridian to build the magazine
re-launching 2007 San Francisco Idea House. This project
was worth over $2 million in supplier, material and ad sponsorships.
Please
click on this image to watch "Living Green,"
on Ch. 7 KGO's View from the Bay, featuring
walk through of Sunset's "greenest Idea House ever!"
Click on either image to see San Francisco Mayor Gavin Newsom's Idea House walkthrough. The home's 45-foot wind turbine inspired the Mayor to launch the San Francisco Urban Wind Task Force.
 
Sunset 2007 San Francisco Idea House
Overview of Idea House, attached
apartment and Eco-Friendly advantages of only residential
city dwelling with a Wind Turbine that generates electricity!
Sunset 2007 San Francisco Idea House
Green and Smart Home Features
LEAD
GENERATION, CLIENT ACQUISITION AND RETENTION PROGRAMS:
Sales Initiatives, Proposals, Thought Leadership Studies
and White Papers, Client Relationship Management Activities
Ernst & Young
AVCO
Financial Services "Insight"
Proposal and Production Presentation
Led pursuit team of over 30 individuals for global custom
systems development and implementation project. Envisioned,
designed and built production set for this half-day client
presentation. Our "future state" project scenario
and set build-out provided real-time illustration of the
firm's business strategy, technology and systems integration
competencies.
Ernst & Young won $50 million engagement.
AVCO
"Insight" Promotion
AVCO "Insight" Program
AVCO
"Insight" Presentation and Production Set Photos
Georgia-Pacific
Revenue Team Plan
(excerpt)
Was the first marketer hired as an experiment for the
firm's SouthWest Region. Worked closely with Firm Managing
Partners to create and implement a focused revenue and
account team planning strategy and model.
The strategy, which was incredibly successful and significantly
impacted the firm's bottom line, led to the hiring of
multiple marketing executives across the region: Dallas,
Houston, Los Angeles, St. Louis and San Francisco. We
envisioned and orchestrated various client retention and
acquisition programs that generated over $275 million
in revenue.
Georgia-Pacific
Shared Accounting Services
Preliminary Systems Design (PSD) Proposal
(edited excerpt)
Led team of over 20 consulting professionals
in response to
G-P's Request for Proposal (RFP). Multi-week
pursuit effort concluded with delivery of 250-plus page
proposal and 5-month project plan.
Proposal
included Start-up and Preparation Activities, SAP Training,
Business Process Design and Pilot, Interface Architecture
Design, Development and Rollout Planning, Integration
Management, Business Change Management and Project Management.
E&Y won the $60 million contract.
Reengineering
Sprint Finance
(cover letter and executive
summary)
Named by senior partner to lead response to Sprint Request
for Proposal to reengineer their finance function. Under
5-day deadline, defined strategy, coordinated 15-member
team R&D and wrote major portions of proposal.
Ernst & Young won the $11 million project.
Ernst
& Young Y2K Services
Hand-picked by senior business development executive to
participate on 100-member Y2K Task Force. Designed and
wrote
Y2K Proposal Template, Services
Profile and sales training materials.
Copy edited Y2K
Brochure.
The firm won over $60 million in
contracts.
Y2K
Brochure
An Evening With General Colin Powell
Orchestrated major national market positioning
initiative for Ernst & Young. The Atlanta office hosted
one of four events featuring General Colin Powell as guest
speaker. This joint program was co-sponsored by the SouthWest
Region Global Client Consulting Practice and the Southeast
and Atlanta office's Audit & Tax Practice.
We
invited Fortune 500 CEOs and their spouses to join us
for a special evening - including cocktails, conversation,
Gen. Powell's remarks, dinner, dessert (and Cuban cigars)
- at The Lionheart, a privately owned mansion in Buckhead,
a community north of Atlanta.
Fourteen
CEOs and their spouses attended, along with multiple E&Y
Partners and their spouses.
These events elevated the firm's national reputation and
standing, established and grew relationships with attending
CEOs and positively impacted the firm's strategic account
planning and sales activities.
Program
CEO
Guests
Photos
The Lionheart
Northern
Telecom Request for Information (RFI)
Crafted cover letter, executive summary and 56-page response
to Northern Telecom RFI (Request for Information), which
secured Ernst & Young's placement on short list of
providers.
(cover letter and executive summary)
Spencer Stuart
Technology, Communications &
Media (TCM) Practice
Marketing and Business Development Programs
Spencer Stuart Marketing and Business
Development Milestones
Our
flagship initiative - a Venture Capital market survey,
study and white paper (a k a intellectual capital project)
- set the wheels in motion for the VC Specialty Practice
Group and multiple other TCM specialty practice group
market studies.
These programs enhanced client relationships, established
hundreds of new relationships with targeted clients and
prospects and resulted in $2 million in new search work.
SPENCER
STUART VC-BACKED LEADERSHIP STUDY
Market
Research Study & White Paper
"TIER
ONE TALENT: INVESTMENT STRATEGIES FOR HUMAN CAPITAL"
We
partnered with the National Venture Capital Association
(NVCA) and presented study top line findings (below) to
a standing room only crowd at the NVCA annual conference
in San Francisco. Collaborated with the VC Specialty Practice
team, conducted client and prospect executive interviews,
wrote first draft of white paper and crafted copy for
all project materials.
Press
Release Announcing Joint Study
"Tier
One Talent" Study:
Executive Summary and Top Line Findings
"Tier
One Talent" Study
Electronic Survey
"Tier
One Talent" Study:
Interview Guide
SPENCER STUART COMMUNICATIONS SYSTEMS AND SERVICES STUDY
Market
Research Study and White Paper
"WILL YOU BE READY? HOW THE COMMUNICATIONS INDUSTRY
IS SURVIVING WHILE PLANNING FOR A ROBUST FUTURE"
Served as project director and worked with the Communications
Systems and Services Specialty Practice Group on this
market study and white paper. Secured study co-sponsorship
with the Telecommunications Industry Association (TIA),
which broadened study and firm visibility, established
new relationships and led to additional search work.
SPENCER STUART LEADERSHIP IN MEDIA STUDY
Market Research Study
"LEADERSHIP IN MEDIA"
This study was highlighted in two issues of MEDIAWEEK,
our project co-sponsor.
SPENCER STUART SOFTWARE SALES LEADERSHIP STUDY
Market Research Study and
White Paper
"HOW SALES LEADERSHIP DIFFERENTIATES
TOP-TIER SOFTWARE COMPANIES"
Spencer Stuart joint Direct Marketing and Technology,
Communications & Media (TCM) Practice Study
Market
Research Study & White Paper
"MASTERING CRM: THE LATEST TECHNOLOGY, THE RIGHT
LEADERSHIP TEAM AND EFFECTIVELY MANAGING CHANGE"
Coopers & Lybrand
PPG
Cost Management Systems Proposal
(excerpt)
Teamed with Consulting Practice Managing Partners and
wrote proposal (cover letter, outline and resume excerpted
here) to assist PPG with implementation of Cost Management
System for their Coatings and Resins Group. We secured
contact worth over $2 million.
Hoechst Celanese Fibers
Production
Manufacturing Assessment
(excerpt)
Led development of CIM (Computer Integrated Manufacturing)
Plan and assessment project that examined multiple facets
of fiber manufacturer's production processes. Assessment
and recommended cost savings estimated at over $1 million.
Albright Consulting Services
R.J.
Reynolds Proposal
(excerpt)
Developed
new branding strategy for mainframe systems consulting
firm. Crafted concise and powerful proposals that differentiated
firm and enhanced relationships with R.J. Reynolds, Sprint,
Bristol-Myers Squibb and other Fortune 100 senior IT executives.
The streamlined proposal was very unlike the 200-page
text documents typically received from other Systems Programming
firms and consultants. Winning presentations resulted
in record annual sales exceeding $1 million.
INDUSTRY
AND MEDIA ALLIANCES
Spencer Stuart
Secured
alliance with the Telecommunications Industry Association
(TIA) for the firm's Communications Systems and Services
Specialty Practice Group and joint study with TIA,
"Will You Be Ready? How the communications industry
is surviving while planning for a robust future."
This collaboration greatly broadened study and firm visibility,
established new relationships and led to additional search
work.
"Will
You Be Ready?" Joint Press Release
"Best
Practices of Successful Software Sales People"
Study featured in Software Magazine
Secured relationship with editor of Software
Magazine and coverage for Spencer Stuart's study
on "Software Sales Leadership." Article includes
quotes by Stratton Sclavos, former chairman of the board,
president and CEO of VeriSign and Dean Senner, Chairman,
President and CEO of AOptix Technologies, Inc. and former
President and CEO of Thales Navigation.
PUBLIC
RELATIONS:
PR Communications Plans, Media Campaigns, News Coverage,
Press Releases
Spencer Stuart
Technology
and Communications Practice PR Plan
Worked closely with global agency Ogilvy PR and helped
develop PR Communications Plan for Spencer
Stuart's Technology and
Communications Practice.
Gripit Floss Holder
Marketing,
PR and Communications Plan
Wrote Marketing
and PR Communications Plan for launch of the Gripit Floss
Holder, a dental health care product. Led online and offline
marketing, PR and sales strategies. Secured demo presentation
at San Francisco Adult Day Services Network Directors
Committee meeting. The Network's 12 Adult Day agencies
service over 2,500 seniors and disabled adults.
Meridian Builders & Developers,
Inc.
Sunset 2007 San Francisco Idea House
After securing joint venture and strategic partnership with Sunset Magazine for Meridian Builders, the Idea House
was featured as cover story in Sunset's November 2007
and March 2008 issues. The 4- and 13-page spreads follow.
"Living Green in the City"
(file contains photos,
may take a few seconds to open)
"Eco-Design
Goes Glam"
(file
contains photos, may take few seconds to open)
Sand Hill IT Security
Managed PR communications and media and
analyst relations for public target acquisition company.
Created web site architecture, wrote page copy, crafted
brand messaging, press releases and collateral. One of
11 press releases follow.
PRESS,
MEDIA AND ANALYST RELATIONSHIPS
Spencer Stuart
Established
and nurtured relationships with high-profile industry
and media editors and reporters. Press mentions and coverage
by The Wall Street Journal, Fortune, CNN and Business
Week and the San Francisco Business Times produced over
100% increase in media hits and public relations ROI of
almost 300%.
PR and Media Coverage
DIGITAL MARKETING AND PR:
Lead Generation Campaigns, Viral Marketing, Web Design
Hodge / Niederer / Cariani / Lindsay (HNCL
Search)
Lead Generation
Led strategy and plan for search firm's market study on
Corporate Social Responsibility (CSR). Wrote copy and
designed brochure to secure study participation.
Crafted
slide presentation to help secure alliance partner
for CSR Study.
Arch of Leadership
Designed and wrote copy for Breakfast
Series flier, which served as lead generation tool for
Leader Mentoring organization.
MARKETING
COMMUNICATIONS:
Brand Positioning, New Product/Service
Launch, Case Studies, Executive
Briefings, Education Materials, Collateral
Gripit Floss Holder
Crafted
core messaging for the Gripit Floss Holder. Led email,
telemarketing and sales campaigns targeting industry media
and influencers and the general public. Conducted market
survey to secure feedback and product endorsements.
Spencer Stuart
Wrote case studies for
retained executive search firm's Technology, Communications
& Media Practice. Projects included interviewing high-profile
industry executives and collecting client endorsements.
"Technology Leadership"
Interviewed Rick White, former U.S. Congressman and former
CEO, TechNet, a bipartisan, political network of CEOs
and Senior Executives. Organization promotes growth of
technology and innovation economy. Includes quotes by
Jim Barksdale, former Netscape CEO, and venture capitalist
John Doerr.
"Advancing
Growth Through Leadership"
Interviewed Anthony Perkins, former Chairman, Red Herring
Communications. Includes quotes by Hilary A. Schneider,
former Red Herring CEO, and Steve Brooks, Managing Director,
Broadview Partners.
Sand Hill IT Security
Company
Overview and Investment Model
Managed PR communications and media and analyst relations
for public target acquisition company. Created web site
architecture, wrote page copy, crafted brand messaging,
press releases and collateral. Two-page company overview
follows.
Trusted Strategies IT Security
Wine Soiree and Networking Event:
RSA Annual Conference, Moscone Center
Led
co-branded marketing activities with five industry alliance
partners for Sand Hill IT Security. Trusted
Strategies, a Sand Hill partner, hosted annual wine soirees
the week of RSA Annual Conference in San Francisco. Over
3 years, donated time, helped design and distribute fliers
and made calls to secure event attendance.
All proceeds donated to HopeLab and the Hanna Boys Center.
STRATEGIC
COMMUNICATIONS, CONTENT DEVELOPMENT AND COPY WRITING
Block
has led a multitude of strategic communication initiatives
that involved extensive research, writing and content
development. Programs include ongoing touch points with
clients and prospects - e.g., direct mail, emails, phone
calls, meetings, senior forums, panel participation, market
surveys and studies, etc. - that
increase awareness, establish and strengthen relationships,
sow business development seeds and grow sales.
Click
here to review Block Consulting's
contributions
leading market research studies, writing communications plans,
case studies and other successful PR/market positioning content.
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