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Founded in 1993, the Osher Lifelong Learning Institute (OLLI) at West Virginia University provides enriching and self-directed educational experiences for individuals aged 50 and older. Located in the Mountaineer Mall, OLLI offers three six-week terms each year covering diverse subjects such as music, literature, art, sciences, politics, and health-related topics. With an annual membership of $65, OLLI aims to raise awareness and increase membership to secure a $1 million endowment from the Osher Foundation, enhancing educational opportunities for seniors.
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Osher Life Long Learning Institute Katie Harvey Dan Mazur Amber Minor Lauren Peretti Kandace Ramseur Bianca Violante
OLLI Background • Founded in 1993, formerly known as Appalachian Learners • Located in the Mountaineer Mall • OLLI is a self-directed membership organization within the Center on Aging at West Virginia University • Offers three six-week terms each year in music, literature, art, sciences, politics, health-related topics, social issues, nature and history
Membership • Members can register for unlimited classes per term • Annual Membership: $65 • July 1 to June 30 • Term membership: $32.50 • Fall • Winter • Spring
Situation Analysis • If OLLI obtains 100 new or renewed memberships by February 12, 2009 the organization will be eligible for a $1 million endowment from the Osher Foundation • A public relations campaign is necessary to raise public awareness and increase membership
Target Audience • Primary • 50 years of age and older • 50 -74 years of age • 75 years of age and older • Approximately 3,400 (13 percent) residents of Morgantown • Retired WVU faculty • Retired educators • Couples or spouses • Secondary • Children of adults 50 years of age and older • Current volunteers
SWOT Analysis • Strengths • Weaknesses • Opportunities • Threats
Strengths • Currently have 400 members • Offers three terms a year • Sponsored by the WVU Center on Aging • Nationally recognized organization with 119 institutes • Affiliated with Fairmont Institute of Life Long Learning • Majority of instructors are retired WVU faculty, as well as state and local specialists • 47 percent of Morgantown population has a bachelor’s degree or higher
Weaknesses • Not a well-known organization • Poor location with little traffic • Unclear message that does not resonate with community • Transportation unavailable to members • Lack of external funding • Ineffective use of technology • Possible future increase of membership dues
Opportunities • Growth in members • $1 million grant award • Federal or state grants • Expansion of classes • Closer relationship with WVU • Association with WVU Alumni Association, local senior centers and nursing homes
Threats • Lose potential funding if 100 additional membership goal is not met • More extra-curricular opportunities at other centers for actively aging adults • Misinterpretation of the institute’s message and purpose • Targeting three different groups with same message could offend some • 50-74 years of age • 75 years of age and older • Children of adults 50 years of age and older
PEST Analysis • Political • Economic • Societal • Technological
Political • Volunteers • Active members • Course instructors • Educators • WVU Center on Aging
Economic • Current • Low funding • Income • Dues • Donations • Grants • Potential • $1 million endowment • Increase in tuition • Needs • Funding
Societal • Standing in community • OLLI is known, but not understood • Perception of others • Unless they are a member, few know what OLLI has to offer • Internal perceptions • Good intentions to reach general public with an opportunity for improvement • Satellite classrooms
Societal (continued) • Community relations • Participated in Life Long Learning Week • Internal relations • Good communication between committee chairs • Opportunity to improve communication between them and the executive director • Opportunity to improve communication with National Bernard Osher Foundation • Media relations • NPR • Aging with Grace television show • Five press releases
Technological • Current status • Out-dated Web site • State-of-the-art • Not utilizing technology to their advantage • Potential for growth/improvement • The majority of members have access to or use the Internet • Opportunity to improve organization web site • Need a technology assistant for classes • Volunteer
Objectives and goals • Short-term • 1 month (October) • Obtain 20 members from Morgantown Lifelong Learning Week held September 22-28 • Promote open house (December 10) to have 150 attendees • Mid-term • 3 months (December) • Obtain 50-80 new members • Obtain 500 hits on Web site • Obtain 5 news media hits • Long-term • 5 months (February 2009) • Obtain 100 new members by grant deadline February 12 • Obtain 3 more news media hits for a total of 8
Strategies • Raise awareness of OLLI through personal contact and self mailers • Face-to-face presentations at senior centers and nursing homes • Note: 10 percent of current members live in retirement communities • Create a media presence for OLLI in local mass media • Reinforce message to join or volunteer through local mass media, new media and personal contact • Identify spokesperson(s) • WVU faculty member (e.g. Dr. James Benner, President McGrath) • Affiliate with other organizations • West Virginia Association of Retired School Employees • AARP • West Virginia Bureau of Senior Services • Special Events • Encourage children of adults 50+ that OLLI gift certificates are a meaningful and worthwhile gift
Tactics • Press releases • Op-ed piece • Feature story • Public service announcements (PSA) • Video news release (VNR) • Brochure • Fliers • Announcements • MIX • WVU intranet • Newsletter • Personal contact • Word-of-mouth • Revised website • E-mails • Blog • Social networking • Open House (Dec. 10) • Gift certificates/Incentives
Press Releases • Open House • Promote open house on Dec. 10 • Discuss activities occurring at the event • Gift certificates • OLLI offers gift certificates for memberships • Target children of aging adults • Op-ed piece • From a recently joined member on the benefits OLLI offers • Feature story • Spotlight on Dr. James Benner
PSAs and VNRs • Public service announcements • 60 seconds • 30 seconds • 20 seconds • Video news release • Story board
Announcements • E-mail • MIX • WVU intranet
Personal Contact • Personal contact • Presentations at local senior centers, retirement communities, nursing homes and professional organizations • Clarify details of OLLI and encourage questions • Word-of-mouth • Facilitate discussion among potential members
Internet • Revised website • Site map • Suggestions for improvement • Blog • Twitter • Create a blog to encourage discussion on OLLI • Social networking • LinkedIn • Facebook • MySpace
Media List • Print • Newspapers • Dominion Post, Monongalia Co., WV • Daily Athenaeum, Monongalia Co., WV • The Jeffersonian, Monongalia Co., WV • Times West Virginian, Marion Co., WV • Clarksburg Exponent Telegram, Harrison Co., WV • Daily Courier, Fayette Co., PA • Grafton Mountain Statesman, Taylor Co., WV • Herald Standard, Fayette Co., PA • Oakland Republican, Garrett Co., MD • Magazines • Wonderful West Virginia • Goldenseal • West Virginia Executive • WVU Alumni Magazine • Radio • WWVU 91.7 FM • WVAQ 101.9 FM • WKKW 97.9 FM • WCLG 100.1 FM • WVPM 90.9 FM • WZST 100.9 FM • WAJR 1440 AM • WCLG 1300 AM
Media List (continued) • Television • Channel 3 • WBOY-TV, Channel 12, Morgantown, WV • KDKA, Channel 2, Pittsburgh, PA • WDTV (CBS), Clarksburg, Weston • WNPB-TV (PBS), Clarksburg, Morgantown • WVU News, P.I. Reed SOJ • Internet • MIX homepage • MountainLair.com • WVU homepage • OLLI website • Presidential blog
Budget • Newsletter – WVU Printing Services • Paper • Printing • Mailing • Postage • 42 cent x 1000= $420 • Special Events • Open house • Allotted $500 • Gift Certificates • Allotted $250 WVU Printing Services General Pricing Structure-Includes Setup LetterheadPer 1000One-Color, 20# Hammermill Bond $123.00 Two-Color, 20# Hammermill Bond $139.00 One-Color, 24# Hammermill Bond Reprint $85.00 Two-Color, 24# Hammermill Bond Reprint $92.00 Blank#10 and #9 Envelopes One-Color $115.00 Two-Color $131.00 Blank#10 Window Envelopes One-Color $118.00 Two-Color $134.00
Communication Confirmation Matrix Key Public: Adults ages 50-74 Self-interests: Continuing education, social interaction, physical activity, extra-curricular activity outside of the workplace Message: Maintain an active mind and lifestyle as you age by joining or renewing your membership with Osher Lifelong Learning Institute Influentials: Family, friends, co-workers, public officials, religious leaders, professionals, educators Objectives: Obtain 40 members within this public Strategies: Group influence, interactivity, homophile, opinion leader, partnerships Tactics: Personal contact, news releases, fliers, word-of-mouth, bulletins, public service announcements (PSA), e-mails, social networking, blog, brochure, newsletter, feature story, video news release (VNR), op-ed piece
Communication Confirmation Matrix Key Public: Adults ages 75+ Self-interests: Renewed interest in hobbies, continuing education, social interaction, physical activity Message: Maintain an active mind and lifestyle as you age by joining or renewing your membership with Osher Lifelong Learning Institute Influentials: Family, friends, co-workers, public officials, religious leaders, professionals, educators Objectives: Obtain 60 members within this public Strategies:Group influence, interactivity, homophile, opinion leaders, partnerships Tactics: Personal contact, news releases, fliers, word-of-mouth, bulletins, PSAs, e-mails, social networking, blog, brochure, newsletter, feature story, VNRs, op-ed piece
Communication Confirmation Matrix Key Public: Children with parents age 50+ Self-interests: Caring for parents, encouraging healthy aging through social interaction and physical activity, looking for unique gift for the holidays Message: Osher Lifelong Learning Institute provides countless opportunities to actively ageing adults to continue their education and promote healthy lifestyles Influentials: Family, friends, co-workers Objectives: Sell 20 gift certificates to this public to be redeemed for membership by the holiday season Strategies: Unique selling point (USP), group influence Tactics: Personal contact, news releases, fliers, word-of-mouth, bulletins, PSAs, e-mails, social networking, blog, brochure, newsletter, feature story, VNRs, op-ed piece
Evaluation • Informational Objectives • How many members of the target audience did the campaign reach? • 50-74 year olds • Based on new/renewed membership total • 75+ year olds • Based on new/renewed membership total • Children of 50+ year olds • Based on number of sold gift certificates • How well does OLLI’s message resonate with its audience? • Survey • Personal contact/interviews • Attitudinal Objectives • Did the campaign change nonmembers’ perspectives of OLLI? • Did the campaign improve understanding of OLLI’s message to its audiences?
Evaluation (continued) • Behavioral Objectives • How many of our projected memberships did the campaign score? • Did we meet our long term goal of 100 new/renewed memberships? • As of October 22, OLLI has 418 members of the 500 member goal (met short term objective) • How many attendees did the Open House receive? • How many gift certificates were sold and redeemed? • Where were the certificates purchased? • Output Objectives • How many media hits did the campaign receive? • TV • Print • Radio • Internet • How many newspapers picked up the campaign press releases? • Open House/Gift Certificate release • Feature story release • How many radio stations picked up the campaign PSAs? • Open House/Gift Certificate PSA