Protect your brand and prepare your team.
My Pivot Preparedness Packages - the Four-Step Data Autonomy Framework™ and the Get Smart Quick session - equip your team to understand the changing tech environment and privacy landscape and build a plan for executing key initiatives to protect your brand and stay ahead of acquisition costs.
You'll be better able to forecast impact, take calculated risks based on your vision for your brand, and understand and guide where your investments are going.
Cross-Team Data Privacy Planning
This framework is for teams seeking support in understanding how data privacy change will impact their teams. This package is custom for your team and gives you the foundation you need to re-envision your legal, operations, and fundraising strategy to adapt for change. Beyond the basics of understanding privacy and compliance, this package equips you to pivot your investment planning, diversify your marketing strategy, and audit your known insights for scale.
How does it work?
- Gap Analysis and Current-State Practices Assessment: Our work together begins with an in-depth assessment of your current approach to audience definition, risk framework development, digital fundraising performance estimation, technology usage, personal information collection, and third-party information sharing. This includes understanding how each team makes decisions related to all of the above. The specific aim of this exercise is to map where you have room to optimize your toolset and processes according to best practices. This phase informs the agenda for the full-team workshop, where we’ll reach consensus on how to action key points that arise from exploration.
- One-Day Cross-Team Planning Workshop: Following the gap analysis stage, we’ll bring together the teams who were interviewed and who will be impacted by internal and external change. This full-day session creates a shared space to review best practices for honoring data privacy; help all teams to understand each others’ KPIs; identify areas where teams can work together to protect and lift those KPIs; and build buy-in on project planning to ensure your infrastructure is not just compliant but strategic. We'll address them in my custom phased approach: Analyze, Develop, Integrate, and Comply.
After, I’ll deliver a customized step-by-step roadmap to follow, with scheduled quarterly check-ins or you can opt into an ongoing support retainer.
Get Smart on Tech Privacy Quick: Briefing and Q&A
If you're new to understanding the impact that privacy is having on your marketing and revenue-generation efforts, book me to brief your team on privacy and what it means for your objectives. This is a quick-hit session that helps to give you all of the information you need to operate, along with time allotted for your team to ask questions.
How does it work?
I'll lead a virtual 80-minute briefing and Q&A with 3-4 members of your team to overview how we got here, the regulation requirements and consumer trends you should be watching, and what this means for projecting brand, acquisition, and tech performance.
You'll leave this session feeling clear on what's important for your focus at this moment in time.
Sessions book out a week in advance.
Pricing also available for larger-group briefings. Contact me to discuss.
If you're looking for custom-to-you support, the Four-Step Data Autonomy Framework™ is the better solution for you.
Frequently asked questions
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Question: Why should I prioritize understanding privacy and its impact this now?
Answer: Right now, 20+ U.S. states are considering privacy legislation, while five are already moving forward with restrictions in how you can conduct your marketing. In addition, third-party cookies are being eliminated across the tech sphere. 80% of marketers are reliant on these cookies. Take a look at the full State of Privacy. These changes are a matter of when, not if, and you will feel the impact. Instead of waiting to be caught off-guard, let's get ahead of that, while also building your brand reputation by asserting consumer trust.
Question: Who should attend these sessions?
Answer: We'll engage the team you imagine will take the role of project leads, which will likely be 3-5 key internal players, depending on your structure. We'll customize this answer during your consult.
Question: How much time will be expected of my team for the Four-Step package?
Answer: The pre-session survey should take you no longer than an hour. The timelines to execute each project after the one-day session vary (i.e. updating your privacy policy could be less involved than building a tech API). The process will cover how soon you need to launch each phase to ensure you're hitting key external milestones, such as legislation and tech shifts.
Question:Â Why should I invest?
Answer:Â I built the Four-Step framework because it's what I would have wanted to purchase while running an in-house team. This process is meant to help deconvolute the privacy landscape, give you clear eyes into what's most urgent to address, provide you with an outside party who can help you build internal consensus and educate stakeholders about risk and reward, and give structure to your internal working groups to execute. Learn more about my credentials.
The Get Smart Quick briefing package is meant for teams who may be smaller, are in client services, or are just getting their hands around their strategy for addressing change.
"Elyse is driven to continually improve performance for her programs/clients and approaches every project with a bold combination of curiosity and determination."
- Elyse Morelli, The Nature Conservancy
"Elyse is not only a talented strategist but an excellent problem solver, people manager, and budget wrangler."
- Catherine Floyd, Atlassian
"Elyse is a bright star, and I would recommend her to any company seeking a leader to help define their acquisition strategy."
- Ryan Grimes, Zeus Industrial
"Elyse's ability to break down complicated ideas into tangible goals and present results has consistently earned trust - often leading to huge financial and brand growth."
- Ben Podnar, Equal Justice USA
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