Corporate Mission, Vision & Purpose

Assess and refresh how the organization characterizes its mission, vision, values, and heritage – reflecting purpose, commitments, and accountabilities

Putnam Insights leads proven processes to guide the organization in considering the architecture and communication of its mission, vision, values, and heritage. The Putnam team will deploy its processes to support the collaborative draft of a new conceptual architecture and messaging narrative. Once the core narrative is structured, at the organization option, Putnam will bring this to life by developing a multimedia suite of deliverables to serve multiple audiences.

Custom Service Program

Refresh how the organization characterizes itself, what it stands for, and what stories it tells about its mission, heritage, and values.

Offering & Deliverables

Following an assessment of the current organization approach, Putnam Insights engages internal stakeholders to share learnings and perspectives, generate consensus, and develop revisions or alternatives

Draft plan is prepared for a refreshed conceptual architecture of the organization’s mission, vision, purpose, values, and primary narratives

Draft documents provided for the CCO to leverage in senior executive team meetings

As scoped, a digital or print brochure outlines the mission and core narratives, and values statement with all materials setting a foundation for internal and external messaging

Process

Putnam Insights team conducts an assessment of the current vision, mission, and values for strategy alignment, including a review of communications materials delivered to various stakeholders

Working with the CCO, Putnam organizes a review with the leadership team to identify successful components of mission, values, and heritage and those which fail to represent the strategic direction of the organization

Workshop facilitation with the communications team, a select number of employees, and the leadership team, we assess alternative statements, and challenges, and generate consensus around vision and heritage.

Outcomes may result in the adoption of updated language.

Guided by iteration with the CCO, Putnam captures learnings into a final draft narrative and online or printed brochure, including elements that incorporate heritage, strategy, innovation, growth, commitments to community, and ESG/DEI.

Program Duration

Estimated one to two months following approvals and resource allocation, based on preliminary scoping with CCO

Cost Drivers

Range of internal stakeholders to be consulted during engagement; nature and format of deliverables

Custom Service Program

Deliver a multimedia suite of assets that powerfully demonstrate the organization’s history, culture, vision, and values through a captivating and informative narrative about what the organization stands for and represents

Offering & Deliverables

Delivers a suite of video-based, multimedia products that include a wide range of internal stakeholders in the organization (e.g., founders, current and former CEOs, heads of research/development/tech, people & culture, employees at different stages of their careers) and select external stakeholders

Complete package of multimedia resources includes; Comprehensive broadcast-quality video narrative and shorter excerpts highlighting specific individuals, themes, and events. Additional peel-off segments around people & culture, heritage, and values and content for social media distributions in applicable sizes, formats, and lengths

Process

Putnam Insights determines the approach, scope, and timelines with CCO

Organizes and conduct an anticipated 8 to 12 interviews that are 1-to-1 conversations with an experienced host, which may be remote or in-person, in video and audio formats

Develops questions for interviewees, builds the narrative flow, captures exciting and milestone moments, most significant challenges, how the individuals and organization triumphed over adversity, and helps inform culture and legacy through the interviews

Packages and edits the interviews and content, intermixing responses with b-roll provided by the organization

Develops the complete multimedia package, which includes production work, editing, building out a set of output packages for repurposing

Program Duration

Estimated at one two three months following approval and resource allocation

Cost Drivers

Number and geography of interviews, specific elements of multimedia bundles