1. Provide useful background
In the “olden days” before the Internet, I used to ask all new clients for annual reports, articles, press releases, direct-mail samples and other printed materials to get a feel for the mission, tone and voice of the organization. Today, much of that background information is available online. It’s generally a good thing, but only if the client Web site is updated frequently. Sometimes a Web search can send a writer or artist in the wrong direction if your Web site features people, events and programs that no longer are relevant.
That’s why I like to have the client provide a brief “what’s hot?” document before beginning a new package. “Brief” is the key word here. We don’t need 10 press releases and every bit of information you have -- that’s information overload. Just give us a hot topic, like an emotional story of a person recently helped by your organization, a new program that’s experiencing great results or a research breakthrough that donors will find compelling.
2. Have a plan
A written creative strategy is a good way to outline the audience, goals, copy points, deadlines and sacred cows in a given creative project. In fact, just the exercise of going through this step with your agency will help clarify the project in your mind and provide a basis for judging how well the creative execution fulfills your needs.
If you don’t do a written creative strategy or brief, you should at least have a team meeting or conference call to describe what you’re trying to accomplish. The worst thing to do would be to have your creative team start a project without clear direction.
Also keep in mind that there might be a hundred different “right ways” to write and design a successful piece -- but 99 of them might not be what you have in mind. Decide what you want and stick to it. Remember that it’s very difficult for your creative team to hit a moving target. If you don’t know what you want, fail to express it clearly -- or if you change your mind frequently -- you are guaranteed a long a frustrating editing process.




PURLs for Profit
Secrets of List Research (2nd Edition)