MKTG 3600Lecture Notes
/
University of Sydney · Semester 2

MKTG 3600 guest lectures, written up.

Pooled from everyone who took them and merged into one clean version per week. Free to use, free to add to.

2
Weeks covered
10
Contributors
12
Weeks in the semester
Add your notes

Took notes in a lecture? Drop them in the shared Google Doc and they will be merged into that week’s page. Rough notes are fine — more versions make the merged page better.

Open the notes doc

The semester so far

Notes up Not yet
← All weeks
Week 2 · Guest lecture

Market research and consumer insights

EG
Estelle Gohil
Fiftyfive5 — a qualitative research agency
Notes contributed by
JoeMaciEmiSisi
Week 02 · One-page summary

Market research and consumer insights

Estelle Gohil · Fiftyfive5

Behavioural data tells you what happened. Qualitative research tells you why. The job is to take complexity and make it simple enough to decide on.

  • What vs why. Data shows people are not drinking as much; it cannot tell you why — and the why is what determines what the business does about it.
  • Say is not do. A consumer says “I want something cheaper,” but the real driver may be value for money, convenience, saving time or reducing effort. Keep asking why.
  • Too much data creates complexity, not simplicity. CRMs, sales data and dashboards do not produce a decision on their own.
  • Three ways research drives growth. Identify strategies (where to play — demand frameworks, segmentation, sizing); execute (CVP, positioning, creative strategy, innovation, pricing, CX, shopper); evaluate (performance monitoring across CX, category, brand and comms, sentiment).
  • Three gaps gen AI cannot close. Human and cultural understanding; data that does not exist yet; LLMs cannot do the analysis. Framing: human in the lead, human in the loop.
  • Toolkit — talking. Discussion groups (6–10 people), conflict encounters (opposing views deliberately together), consumer juries, cognitive interviewing (memory to reach emotion).
  • Toolkit — watching. Shopping safaris, ethnographic observation, mobile ethnography on participants’ own phones, consumer immersions that put the client in the consumer’s world.
  • Toolkit — longer and secondary. Agile innovation loops, digital communities, case studies (one decision from several angles), social listening — the one area where AI genuinely helps.
  • The disciplines behind it. Cultural insights, behavioural science, behavioural economics, psychology, CX, UX, cross-cultural analysis, semiotics, brand and comms strategy, creative development, client-side experience, future forecasting.
  • Project — creative effectiveness. A global scorecard nuanced by market. The campaign relied on jokes, which is hard to make work across seven cultures.
  • Project — baristas and plant-based milk. Body cameras captured subconscious needs; opening, storage, usage and disposal issues surfaced by watching the footage back with them.
  • Project — tea across seven markets. Running markets together looks for the similarities, so you do not end up making three separate campaigns.
  • Project — student demand prediction. Market demand data plus university performance data produce two maps: existing programs (performance vs attractiveness) and new ones (momentum vs size). Numbers alone do not explain why students choose.
  • Activating with AI. Ubersight layers cultural drivers → macro trends → micro trends → tension. Dynamic personas are built on the client’s own data and queryable. Plus online task boards and Dovetail.
  • AI dos. Efficiency, assurance (scan every transcript so no insight is left behind), rich outputs, and persuasion — one genuine consumer clip beats a researcher and a slide deck.
  • AI don’ts. AI makes mistakes and the decisions are large; words are only one human cue (tone, hesitation and body language are lost); some data environments are not secure; transcription and translation are imperfect.
  • The residual worry. The Emperor’s New Clothes — everyone agreeing the output is good when it may not be. Watch for preconception and bias in the tool and in yourself.
  • Takeaways. Understand people, do not collect data. Keep asking why — curiosity is the core skill. Insight is not the end goal; it has to enable a decision. Culture and context matter. AI is a tool, not a replacement.
  • The name. Fiftyfive5 comes from “I would spend 55 minutes thinking about the right question.”
MKTG 3600 Lecture Notes · condensed from the full notes on this page
The one-line version

Behavioural data tells you what happened. Qualitative research tells you why. The researcher’s job is to take complexity and make it simple enough to decide on.

01The job, and a typical day

Fiftyfive5 is a qualitative research agency — words and feelings rather than numbers, behavioural shifts, and the human side of the consumer. It was an independent agency and has since been acquired. The client list spans commercial, government, education, tourism, fast-moving consumer goods and alcohol, including RTDs in New Zealand.

The work has one foot in the boardroom and one in the street, and the researcher has to code-switch between the two.

FaceWhat happens thereOutput
Street
the coal face
Talking to a wide variety of people — physiotherapists, speech pathologists — about purchasing needs and behaviours, for instance to inform the marketing of a new training program.Primary field data
Office
internal facing
Analysis sessions and writing the debrief after fieldwork.Analysis and brief
Boardroom
client facing
Taking the brief, presenting the proposal, kicking off the project, delivering a fast-turnaround verbal topline, and running workshops to help clients actually use the research.Proposal and topline findings
  • Qual is a team sport. The questions are always “what have we learnt” and “what does this mean for our client’s business.”
  • Insights-into-action workshops exist because findings on their own don’t change anything — the application is the deliverable.
  • Clients come from across the business — product, innovation, R&D, consumer strategy and consumer insights teams.

02How market research helps businesses grow

Three buckets, and they map onto the marketing process in order.

1. Identify growth strategies — where to play

  • Demand frameworks and segmentation to identify, size and prioritise growth opportunities
  • Market, cultural and category exploration to identify growth platforms
  • Implications for acquisition, category drivers, portfolio planning, positioning, pricing and innovation

2. Execute against growth strategies — how to win in market

  • Defining an insight-led customer value proposition (CVP), positioning and creative strategy — then developing and testing it
  • Identification and sizing of innovation platforms; ideation and concept development
  • Co-creation, development and validation of executional product, service and channel blueprints
  • Customer experience strategy and design
  • Pricing strategy
  • Shopper, channel and retail strategy

3. Evaluate performance — metrics that matter

  • Integrated performance-monitoring programs covering CX, category, brand and comms, and sentiment and reputation

03The three gaps generative AI can’t close

The tempting move is to “just add Gen AI.” The more useful framing is human in the lead, human in the loop — deciding which parts need a person driving and which only need a person checking.

The gapWhy it persists
Human and cultural understandingMeaning is cultural and contextual, and that is the part the model has least grip on.
The data doesn’t exist yetAI is only as good as the data plugged into it. If nobody has asked the question, there is nothing to train on.
LLMs can’t handle the analysisOn-platform tools in particular make a lot of mistakes — and businesses are basing multi-million-dollar decisions on the output. The question becomes: where are the mistakes, and where do we need human quality control?
The core warning

Too much data creates complexity, not simplicity. CRMs, sales data, dashboards — none of it automatically produces a decision. Our job is to take complexity and make it simple.

What versus why

Behavioural data will tell you the what. Qualitative data tells you the why.

The example given: the data shows people are not drinking as much. It cannot tell you why — and the why is what determines what the business should do about it.

The same gap shows up in what people report about themselves. A consumer says “I want something cheaper,” but the real driver may be value for money, convenience, saving time or reducing effort. What people say is not always the reason behind their behaviour, so you keep asking why.

04The qualitative toolkit

The researcher’s job is to design the most effective solution against the brand and business objectives — a bespoke method for System 1 and System 2 thinking, drawing on behavioural, motivational, ethnographic and digital approaches.

Talking to people

Online and face-to-face discussion groups

Focus groups, typically six to ten people discussing a brand, product, ad or pack. Online versions are faster and cheaper and let you reach people in different cities or countries. In the room you observe reactions, emotions and how people respond to each other — not just what they say.

Conflict encounters

Deliberately putting people with opposing views together — Apple users against Samsung users, for example. Conflict surfaces strong opinions, underlying values and real attitudes that politeness would otherwise hide. One example discussed was emerging views on gender in the country.

Consumer juries

A group of consumers acts like a jury, evaluating an ad, product, brand idea or campaign, then delivering their ruling and recommendations from the consumer’s point of view.

Cognitive interviewing

Focused on how someone thinks through a decision, and on using memory to reach emotion. Why did you choose this? What were you comparing? What made you hesitate? What changed your mind?

Watching what people actually do

Shopping safaris

Go shopping with the consumer — physically or digitally — and watch what they really do. Where they go first, what catches their eye, what they pick up and put back, where they hesitate. Important because what people say they do is not what they do.

Ethnographic observation

Observing people in their real environment: home, workplace, kitchen, school, the shop. People often cannot fully explain their own behaviour, so it is better to watch it. The example given was baristas working at speed, then watching the footage back with them.

Mobile ethnography and digital co-discovery

Participants document their own lives on their own phones — photos, videos, diary entries — capturing experience in the moment rather than relying on recall.

Consumer immersions

Taking the client out of the office and into the consumer’s world. One example: putting clients on a bus into a lower socio-economic neighbourhood. The point is not to interview the consumer but to briefly become them.

Longer-running and secondary methods

Agile innovation

A fast, repeated loop — test, feedback, change, test again — for a company developing a new product or service, with the consumer brought into the process. Client workshops and consumer groups jump back and forth rather than waiting for something to be finished.

Digital communities

Longer-term online communities with set tasks, where researchers keep interacting with the same people over time rather than capturing one interview at one moment.

Case studies

Multiple people talking about the same thing from different angles. The example: understanding a university choice by interviewing the student’s parents, teachers and peers about why.

Social listening

Scraping conversations already happening online — TikTok, Instagram, Reddit, forums, reviews. The advantage is that nobody is answering because a researcher asked; you get the language people actually use. This is one area where AI genuinely helps.

05The disciplines behind the research

Good qualitative work is not just interviewing. It combines deep qualitative experience with complementary disciplines, pulled in and co-ordinated to solve the client’s problem — for businesses, but also for government and social enterprise.

DisciplineWhat it contributes
Cultural insightsCulture, values and lifestyle — behaviour makes sense once you know the context.
Behavioural scienceWhy people behave as they do, and the gap between what they say and what they do.
Behavioural economicsWhy consumers aren’t rational — loss aversion, anchoring, framing, nudges.
Psychology and social psychologyEmotion, memory, perception, motivation, decision-making — and how other people, social norms and group pressure shape choices.
Customer experience (CX)The whole journey: before, during and after purchase.
User experience (UX)The act of using the thing. Is it easy, confusing, convenient? Where does it break?
Cross-cultural analysisYou cannot copy and paste a strategy across markets. Culture, values, social expectations and habits differ.
Semiotic analysisWhat colours, images, logos, fonts and packaging actually signal within a given culture.
Brand and comms strategyPositioning, key messages, advertising strategy.
Creative developmentDeveloping and testing campaign ideas, concepts and new products.
Client-side experienceUnderstanding the business problem, not just the research method — what does the client actually need to know and do?
Future forecastingPossible future consumer trends, cultural shifts, industry change and opportunity.

And it isn’t only consumers

Audiences include consumers from all walks of life, B2B buyers, trades, healthcare professionals, and culturally and linguistically diverse Australians.

06Four projects

Creative effectiveness

The problem. Brands spend millions filming an ad campaign, and want to know before they spend whether it will work, and where. An effective campaign has to do several things at once: stand out, deliver a clear message, engage its specific audience emotionally, and announce a product or build brand love.

The solution. A simple global scorecard against effectiveness criteria, nuanced by market; optimisation recommendations for the creative ideas; and detailed, agnostic identification of script problems in specific markets. In the campaign discussed, the ad relied on jokes — which is hard to make work across seven cultures. Increasingly enabled by AI moderation.

Mobile ethnography — baristas and plant-based milk

The problem. Consumer needs are often subconscious. Baristas working in a blur serving customers are not consciously thinking about packaging pain points.

The solution. Wearable body cameras. The work identified the truths, needs and tensions for professional baristas using plant-based milks; unpicked opening, storage, usage and disposal issues; trialled new packaging prototypes; and developed innovation platforms over Zoom — watching the footage back with the baristas and talking through their thoughts and feelings.

Cross-cultural analysis — a tea brand across seven markets

The problem. How does a company position a brand as one coherent story across multiple global markets when each market has a different set of competitors and a different retail environment? Markets included India, Saudi Arabia and the Philippines.

The solution. Qualitative research to uncover needs, brand perceptions and competitor perceptions, with cross-cultural analysis across the multi-market work. Running the markets together saves the company money — you are looking for the similarities, so you don’t end up making three separate campaigns.

Demand prediction tool — what will students want to study?

The problem. Universities need to respond quickly to shifts in student demand and competition, but insight today is fragmented and lagged, which makes emerging opportunities and demand gaps hard to see.

The solution. A single trusted view of education product demand, built by connecting data sources into a unified modelling layer.

Market demand dataUniversity performance data
Population demographics
Student demand
Skills demand
Graduate outcomes
Competitive intensity
Market share
Student success
Financial performance

The output is two maps. For existing programs — university performance against attractiveness — to see what is still worth doing. For new programs — momentum against size — to see what should be brought out.

The point made about this one: you cannot read it off demographics and numbers alone. Cultural drivers, social factors, values, motivations and psychology explain why students make the education choices they do.

07Activating research with generative AI

Ubersight

Their own tool — a way to supercharge existing frameworks with more data, integrate different data sources into the work, and ensure new knowledge compounds rather than being lost at the end of each project. Used for data synthesis, competitor scoping, cultural intelligence and trend analysis.

LayerWhat it captures
Cultural driversThe known and agreed future, defined by the hierarchy of global leaders and shifts in STEEP factors.
Macro trendsThe overarching cultural narrative driving behaviour, beliefs and responses to products, services and brands.
Micro trendsThe smaller, faster-moving expressions of that narrative.
TensionWhere the forces pull against each other — usually where the opportunity is.

Dynamic personas

Their proprietary take on synthetic personas: customer segments loaded into an interactive, queryable interface, where the researcher controls the data set. A client might say “strip out everyone except the indulgent escapers” — and the persona is built from that client’s own qualitative research, journey mapping and survey data sitting in their knowledge bank. You can then ask it questions: if I did X, how would this segment respond?

What makes the approach different is the foundation — built on the right data and insight for that business specifically, and able to integrate multiple data sources into a single customer view.

Online task boards

Bespoke tasks designed for participants to complete — “getting to know you” exercises, weekday food diary entries. Often used when a client says “this is my target market, but I feel like I don’t really know them.”

Dovetail

A video platform with transcription, insight tagging and downloadable showreels. Video comes in, transcripts and clips come out, and an insight board supports the analysis — with on-platform AI tools now built in.

08Guardrails for AI in qualitative research

The dosThe don’ts
Efficiency. Every project transcript housed in one spot, accessible to the whole team, and fast to group raw qual data by theme across interviews.AI makes mistakes. And the decisions riding on the output are large.
Assurance. You can scan every transcript from every interview, so no insight is left behind.Words are only one human cue. Tone, hesitation and body language don’t make it into a transcript.
Rich data outputs. Hit a button and get a video reel.Some data environments are not secure, and video is not always OK to use.
Persuasive in a boardroom. One genuine consumer clip can be more convincing to a CEO than a researcher and a slide deck.Transcription is not perfect, and translation treats language like maths.

The residual worry, in her words: feeling like the child in The Emperor’s New Clothes — everyone agreeing the output is good when it may not be. Watch for preconception and bias, in the tool and in yourself.

09Key takeaways

  • Data tells you what happened; qualitative research explains why.
  • Research is about understanding people, not collecting data.
  • What consumers say isn’t always what they do — which is why observation, ethnography and shopping safaris earn their place.
  • Keep asking why. Curiosity is the core skill.
  • Insight is not the end goal. The research has to help the business make a decision.
  • Culture and context matter, especially across markets.
  • AI is a tool, not a replacement. Human judgement and interpretation still do the analysis.

I would spend 55 minutes thinking about the right question.

Where the name Fiftyfive5 comes from
← All weeks
Week 3 · Guest lecture

What are brands and why do they matter?

JP
Justin Papps
Tenet — Advisory & Investments
Notes contributed by
DanielleJoeZeaMattieEmi
Week 03 · One-page summary

What are brands and why do they matter?

Justin Papps · Tenet

A brand is a collection of beliefs and perceptions that create a positive predisposition at the point of choice.

  • The definition to memorise. Beliefs and perceptions creating a positive predisposition at the point of choice. A brand lives in the customer’s head, not in your guidelines, and the work happens before the moment of purchase.
  • Three claims underneath everything. Marketing is persuasion; marketing is a growth engine and brands are the economic engine inside it; brand is a commercial asset you invest in to extract value from.
  • Five stages of the mark. Burn → ownership → identity (who made it) → reputation (quality) → meaning (what it says about you).
  • Associations cluster around three things. The leader or founder (Tesla and Musk, which cuts both ways), what the company does, and adjectives. The job is to make the link positive and consistent every time.
  • Why now. Brand exposures per day: 10–20 in the 1700s, 50–100 in the 1800s, 500–1,500 in the 1900s, 5,000–10,000 today. The brain has not changed size. The battleground moved from the supermarket aisle to a phone screen of app icons.
  • The five reasons brands matter. Economic engines, behavioural shortcuts, strategy in action, shape culture, volatility moats.
  • 1. Economic engines. BRANDS = MARGIN = POWER. Louis Vuitton backpack $5,600 vs Maverick & Co $359 — 15.6× the price while losing on compartments, laptop fit and warranty.
  • iPhone 16 economics. $1,399–$1,599 sale price, $400–$450 cost, 67%+ margin, $44.6bn Q3 2025 revenue (47% of total), $500bn brand value. Tangible assets depreciate; brand equity has no natural ceiling.
  • The line worth stealing. If brands didn’t matter, Amazon would list products alphabetically.
  • 2. Behavioural shortcuts (Kahneman). System 1 is ~95% of thinking — fast, unconscious, associative, error-prone, everyday decisions, and where brand-building should aim. System 2 is ~5% — slow, conscious, logical, lazy, for complex and expensive decisions.
  • Four pillars of brand strategy. Relevance, distinctiveness, consistency, availability — landing all four produces cut-through and salience.
  • Distinctive brand assets. Logo, colour, packaging, typeface, imagery, positioning, sound, smell, personality, promotions. They compound with age — McDonald’s and KFC both hold 50+ year assets.
  • Not all assets are equal (SYSTEM1). High attention and high recognition: brand music and jingles, spoken brand name, logo in context, sonic assets, fluent characters. A logo on its own, the written name and slogans sit low on attention; fonts and colours score low on both.
  • The DBA paradox (Ipsos, 2,000 ads). Logos: 94% usage, 1.4× effectiveness. Brand colours: 88%, 1.5×. Taglines: 48%, 2.2×. Celebrities: 39%, 2.8×. Sonic cues: 6%, 8.5×. Characters: 14%, 6.0×. Jingles: 8%, 5.0×. Audit your assets before you spend.
  • 3. Strategy in action. Segmentation → targeting → positioning, each requiring deliberate choices and trade-offs, and together driving positive ROMI.
  • 4. Shape culture. Harley-Davidson, Nike/Kaepernick, KFC “shut up and take my money” and the RTA speeding campaign all work. Pepsi’s Kendall Jenner ad fails — borrowing a movement’s imagery without the standing to use it. Warning sign: a brand that keeps changing its logo.
  • 5. Volatility moats. Brand equity + reputation + crisis response. Tesla broke all three. Volkswagen survived Dieselgate on accumulated equity alone. KFC UK’s “FCK” bucket rebuilt equity rather than draining it.
  • Two kinds of equity. Consumer equity is psychological — awareness, positivity, loyalty, trust — and its biggest single driver is referral from family and friends. Financial equity is monetary — valuation, licensing, shareholder value.
  • The decay principle. A brand that stops advertising disappears from memory, and getting back to the position you held costs more than holding it would have.
  • The agentic era. Machine readable + human loveable (James Hurman, Future Demand). The fictional “Vranya M6” had the best specs on the page and no trust behind the name. Sameness intensifies as everyone generates the same thing; the risk is AI slop.
  • B2B. Same principles, more weight on the rational case and on helping the buyer succeed. Make clear promises and deliver them — reputation travels further in a small buyer universe.
  • Practical. Marketing is a long game and results often take two to three years. Sampling breaks the uncertainty barrier. The shortcut into a mind is perceived quality and reliability.
  • Closing line. Attention is cheap. Memory is expensive. Preference is priceless.
MKTG 3600 Lecture Notes · condensed from the full notes on this page

01The core argument

Three claims sat underneath everything else in the lecture.

  • Marketing is persuasion. At the end of the day, that is the job — changing what people believe and prefer before they reach the point of choice.
  • Marketing is a growth engine, and brands are the economic engine inside it. Brands exist to drive commercial value.
  • Brand is a commercial asset. The framing throughout was the commercial view: a brand is something you build in order to extract value from it.
The commercial view in one line

A brand is something we invest in to build, and something we then get measurable value from — in margin, market power, resilience and valuation.

02What a brand actually is

Where the word comes from

“Brand” originally meant to burn — to mark. What the mark signifies has shifted through four stages since.

StageWhat the mark signified
To “burn”The literal origin — a hot iron on hide, barrel or crate.
Mark of ownershipThis animal or sack belongs to me.
Mark of identityThis is who made it — an identifier of the manufacturer.
Mark of reputationThis is what the company behind it stands for — an identifier of quality.
Mark of meaningThis is what it says about you — an ecosystem of trust, data and emotion.

How the experts define a brand

The deck put seven definitions side by side. Each emphasises something different — memory, association, emotion, story, or the moment of choice.

WhoTheir definition
Justin PappsA collection of beliefs and perceptions that create a positive predisposition at the point of choice.
Byron SharpA collection of perceptions and memories in the mind of the buyer.
Mark RitsonThe totality of everything associated with a product, service or company in the minds of consumers.
David AakerA set of associations linked to a name, mark or symbol associated with a product or service (Managing Brand Equity, 1991).
David OgilvyThe intangible sum of a product’s attributes: its name, packaging, and the reputation it has acquired.
Scott GallowayAn emotional and psychological connection that drives irrational margins and loyalty.
David DrogaA story well told, consistently delivered, and culturally resonant.

A collection of beliefs and perceptions that create a positive predisposition at the point of choice.

Justin Papps — the definition to memorise

Two things follow from that. First, a brand lives in the customer’s head, not in your brand guidelines. Second, “positive predisposition” is the operative phrase — the work happens before the moment of purchase, not during it.

Brand associations

When people think of a brand they recall the experience they had with it and the associations attached to it. Associations cluster around three things:

  • The leader or founder — and this cuts both ways (Tesla vs. Elon Musk is the live example)
  • What the company actually does
  • Adjectives — the descriptive shorthand people reach for
The marketer’s actual job

Make sure customers link the brand to a positive association — and make sure that association is consistent every time they encounter it. Immediate, positive, and the one you intended.

The five brands used in the “what comes to mind?” exercise
BrandWhat it owns in people’s heads
LegoCreativity, fun, play.
MeccaThe “loot box” loyalty program — one of the most successful in the world. People remember the experience of opening it more than the transaction.
ApplePremium technology plus simplicity. Steve Jobs’ question was how to unlock creativity in people — the answer was simplicity and a low bar to access.
TeslaFuturistic and technological, now increasingly political — founder-association risk in action.
MetaIncreasingly political.

03Why brands matter now more than ever

The argument is about supply versus capacity. Brand exposures per day have exploded across four centuries; the human brain has stayed exactly the same size.

CenturyRole of the brandExposures/dayMedia context
18th · 1700sIdentifiers of manufacturer10–20Local trade, artisans
19th · 1800sIdentifiers of quality50–100Industrialisation, print advertising
20th · 1900sMass media storytellers500–1,500Mass media — TV, radio, print, OOH
21st · 2000sEcosystems of trust, data and emotion5,000–10,000Mass media plus digital and social; always-on advertising

In a time of mass fragmentation of media and consumer attention, standing out in a sea of sameness has never been more important.

A brand is a lighthouse in a sea of sameness.

Steve Jobs

The battleground has moved

The old battleground was the supermarket aisle — shelf position, packaging, point of sale. The new one is a phone screen full of app icons, where the competitive set is broader and the moment of choice is faster. Same principles, different terrain.

04The five reasons brands matter

The five, in order

1. Economic engines    2. Behavioural shortcuts    3. Strategy in action    4. Shape culture    5. Volatility moats

1. Brands are economic engines

BRANDS = MARGIN = POWER. A strong brand lets you charge more for a comparable — sometimes objectively inferior — product, and consumers still choose it. That price gap is the margin, and the margin is the power.

Exhibit A — the backpack test

Louis Vuitton — $5,600Maverick & Co — $359
CompartmentsTwoSeven
MaterialYearling calf leather100% recycled vegan leather
Laptop fit13″ MacBook15″ MacBook
Made inItalyUK
Warranty1 yearLifetime
Price multiple15.6× the Maverick & Co bag—

Note which column wins on the spec sheet. The cheaper bag has more compartments, a bigger laptop sleeve and a lifetime warranty. Every logical measure is weaker than a strong name plus loyalty.

Exhibit B — the iPhone 16 economics

MetricFigure
Sale price$1,399 – $1,599
Estimated total cost$400 – $450
Margin67%++
Q3 2025 revenue from iPhone$44.6 billion — 47% of total revenue
Apple brand value$500 billion

The deck also ran four head-to-head pairs where brand, not specification, explains the price and preference gap: Coca-Cola vs. Pepsi, Hyundai vs. BMW, Qantas vs. Virgin, and iPhone vs. Samsung Galaxy.

Tangible assets depreciate. Brand equity can grow indefinitely. Brand equity carries a value on the balance sheet and has no natural ceiling — a point made with a quote from the CEO of an ASX200 company: supply chains can be optimised, the organisation right-sized, functions outsourced, but the only real way to drive growth is by investing in current and new brands.

The line worth stealing

If brands didn’t matter, Amazon would list products alphabetically.

2. Brands are behavioural shortcuts

A really strong brand means the customer doesn’t have to think much. Humans run on heuristics, and brands are one of the most efficient heuristics available. The underlying model is Daniel Kahneman’s.

System 1 — intuition & instinctSystem 2 — rational thinking
Share of thinking~95%~5%
SpeedFastSlow
AwarenessUnconscious, automatic pilotConscious, takes effort
CharacterAssociativeLogical, lazy, indecisive
Used forEveryday decisionsComplex, expensive decisions
ReliabilityError proneReliable
Marketing implicationWhere most brand-building should aimWhere rational proof earns its place

The four core parts of a brand strategy

These sit inside the hierarchy: Business Strategy above, with Brand Strategy and Marketing Strategy underneath it.

PillarThe question it asks
RelevanceDo you know the role your brand plays in the life of a consumer, and how it is chosen over competitor products?
DistinctivenessHow does your brand use its sensory assets to stand out in a sea of competitive category activity and market noise?
ConsistencyHow consistent is your brand in how it shows up in market? Is it clear you know who you are and what you stand for?
AvailabilityHow does your brand stay top of mind, and within reach of customers, over and above competitors?
What you get when all four land

Cut-through and salience. That is the payoff the four pillars exist to produce.

Distinctive brand assets — the full list
AssetDescription
LogoIconic wordmarks or visuals that represent a brand
ColourSpecific colours that are associated with that brand
PackagingIconic packaging design that is unique to the brand
TypefaceEither created or adapted recognisable typeface
ImagerySpecific type of visual, or location / person / thing
PositioningOwning a distinctive place in the competitive market
SoundA mnemonic that is only attributable to your brand
SmellAn olfactory technique that inspires recall
PersonalityA tone of voice or personality that drives salience
PromotionsSpecific promotions that are linked directly to a brand
Assets compound with age — the McDonald’s and KFC audits
AssetMcDonald’sKFC
Logo50+ yearsEvolved over 8 years; 50+ years total
Characters50+ years (Ronald)50+ years (the Colonel)
Pack50+ years (fry carton)50+ years (the bucket)
Product50+ years (Big Mac)50+ years (the drumstick)
Slogan22+ years (“i’m lovin’ it”)50+ years (“finger lickin’ good”)
Jingles & sonic22+ years8+ years
Advertising conceit—8+ years
Colour50+ yearsRed and white stripes

A bottle so distinct that it could be recognised by touch in the dark, or when lying broken on the ground.

Coca-Cola bottle design brief, 1915

Per the lecture, the only symbol in the world more widely recognised than the Coke bottle is the cross.

Not all assets are equal — and a logo isn’t a hook

A SYSTEM1 study plotted distinctive assets on two axes: attention driven, and early brand recognition. The pattern is counter-intuitive.

QuadrantAssets that land there
High attention + high recognitionBrand music and jingles, spoken brand name, logo in context, sonic asset, fluent character
Low attention + high recognitionLogo on its own, written brand name, slogan
Low attention + low recognitionBrand font, brand colours
High attention + low recognitionCelebrity, fluent scenario, product

The DBA paradox — the most effective assets are the least used

Ipsos, The Power of You, across 2,000 video ads. Usage is what marketers actually do; effectiveness is what works. They run almost exactly opposite.

Asset typeUsageEffectiveness
Sonic cues6%8.5×
Brand characters14%6.0×
Jingles8%5.0×
Product shapes28%3.2×
Celebrities39%2.8×
Taglines48%2.2×
Licensed music42%1.7×
Brand colours88%1.5×
Logos94%1.4×
Read that table again

Logos are used in 94% of ads and return 1.4×. Sonic cues are used in 6% and return 8.5×. The analytical question for any brand is which asset is actually driving the economic value — measure it, don’t assume it.

The chain that makes it work: use of distinctive brand assets → drives brand salience → drives recall, connection and recognition → creates System 1 shortcuts.

3. Brands are strategy in action

Brands are how you connect your strategy to the customer. The deck was emphatic that these are business decisions, not marketing decorations.

StepWhat it means
SegmentationKnow your customers and their needs — and which segments are growing, shrinking and underserved.
TargetingKnow where to reach them, and how often you need to reach them.
PositioningKnow how to position your brand in a distinctive, relevant and consistent way.

All three require informed and deliberate choices — and trade-offs. Get them right and you drive a positive Return on Marketing Investment (ROMI).

4. Brands shape culture

Brands reflect and shape the culture in which they exist.

Good brands are culturally relevant and know what role they are entitled to play. You want to tap into culture and shape it — but the line between relevant and overstepping is thin, and crossing it is expensive.

BrandThe cultural moveVerdict
Harley-DavidsonSells the American dream — freedom, lifestyle, community. The print ad: “Somewhere on an airplane a man is trying to rip open a small bag of peanuts.” Accountants buy more Harleys than any other group, because they’re bored.Works
Nike“Believe in something. Even if it means sacrificing everything.” — the Kaepernick campaign.Works
KFC“Shut up and take my money” — meeting internet culture on its own terms.Works
RTA (NSW)“Speeding. No one thinks big of you.” — using social shame rather than gore for road safety.Works
PepsiThe Kendall Jenner protest ad — borrowing the imagery of a movement without the standing to use it.Fail

Warning sign: a brand that keeps changing its logo is telling you something is wrong underneath.

5. Brands are volatility moats

The stronger the brand, the better you survive turbulence. The moat is built from three things working together: brand equity + reputation + crisis response.

Consumer brand equityFinancial brand equity
What it isA psychological assetA monetary asset
Made up ofAwareness, positivity, loyalty, trustValuation, licensing, shareholder value
What it drivesPreference, willingness to pay, advocacyPrice premium, greater market share, resilience in a crisis
Biggest single driverReferral from family and friends — peripheral cues still outrank rational argumentSustained consumer equity feeding through to the balance sheet
CaseEquityReputationCrisis responseOutcome
TeslaBrokenBrokenBrokenAll three legs gone. BYD is now set to outsell Toyota — equity is not permanent.
VolkswagenIntactBrokenBrokenSurvived Dieselgate largely on accumulated equity alone.
KFC UKIntactIntactIntactThe “FCK” bucket apology during the chicken shortage rebuilt equity rather than draining it.

Byron Sharp’s point in How Brands Grow underpins this: brands with high mental and physical availability are already embedded in purchase routines, so they absorb disruption better and recover faster.

The decay principle

If a brand disappears — stops advertising, drops out of the conversation — it disappears from memory. Getting back to the position you already held costs more than holding it would have.

05Brands in the AI and agentic era

The deck asked directly: do distinctive brand assets still matter when AI is doing the searching for me? It answered with a mocked-up assistant response recommending laptops — MacBook Air as the top pick, then Dell, Lenovo and Microsoft, and then a fictional “Vranya M6,” new to market, claiming double the features at half the price.

Why that slide works

Every name on the list is a brand doing work. You trust four of them instantly and hesitate at the fifth — not because of the specs, which are the best on the page, but because the name means nothing to you. The agent can rank features; it can’t manufacture trust.

To be successful in the agentic era, a brand needs to be machine readable + human loveable. Machine readable so agents can find, parse and recommend you. Human loveable so a person still asks for you by name once the agent presents the options. The framing comes from James Hurman’s Future Demand.

  • The sameness problem intensifies. Everyone can now generate the same thing with AI. If output is commoditised, the differentiator moves back to brand.
  • The risk for marketers is AI slop. Overreliance and laziness produce work that is fluent, on-brief and completely undifferentiated.
  • The narrow-minded take is that AI simply takes over marketing jobs. The work shifts toward judgement, difference and taste.

06A note on B2B

Asked whether branding matters in B2B, the answer was that the principles are the same as B2C — with a shift of emphasis:

  • Lean more on the rational case and on how you help the buyer succeed in their market.
  • Make clear promises — and then actually deliver on them. Reputation compounds faster and travels further in a small buyer universe.

07Practical takeaways

  • Marketing is a long game. Results often don’t show up inside two to three years.
  • Sampling breaks the uncertainty barrier. New customers are blocked by uncertainty; product sampling gets them to a first trial.
  • The shortcut into someone’s mind is perceived quality and reliability. Which means a good product strategy and relentless consistency — not clever advertising alone.
  • Establishing difference and relevance is the biggest challenge for anyone new entering brand — and the same challenge that makes rebranding risky.
  • Audit your assets before you spend. The DBA paradox says the thing you’re over-using is probably returning least.

Attention is cheap. Memory is expensive. Preference is priceless.

The closing slide

08Read, follow, watch

TitleAuthor
Future Demand ★ (singled out in the lecture)James Hurman
How Brands Grow (1 & 2)Byron Sharp
The Long and the Short of ItLes Binet and Peter Field
Evolutionary IdeasSam Tatum
How Not to PlanLes Binet and Sarah Carter
Building Distinctive Brand AssetsJenni Romaniuk
Eat Your GreensWiemer Snijders

Follow on LinkedIn

Mark Ritson · Rory Sutherland · Scott Galloway · Byron Sharp · Zoe Scaman · James Hurman · Mi3 Publishing

Watch / listen

Uncensored CMO (Jon Evans) · Admission (Russel Howcroft and Freddie Young) · Behavioural Science for Brands · On Strategy Showcase · Mumbrellacast

← All weeks
Week 4 · Guest lecture

Managing brands with creativity and humanity

BS
Brent Smart
Founder, B.Smart — formerly CMO of Telstra and IAG
Notes contributed by
ZKenDanielleJoeEmiMattieMaciRosie
Week 04 · One-page summary

Managing brands with creativity and humanity

Brent Smart · B.Smart

Marketing is a battle for memory, so job number one is to make the brand memorable — and the biggest risk is taking no risk.

  • The attention problem. You are not competing with other brands in your category, you are competing with how people choose to spend their time. Categories look identical — bottled water is a clear bottle and an alpine stream every time. Liquid Death broke every code and became the fastest-growing water brand in the world.
  • Creativity is measurable. Against the average ad, creative work returns 2.5× revenue growth and 4× profit. The cost of dull is $20.5m in extra spend to match a creative ad. Earned media is the real prize.
  • Three proofs. Yellow Pages NZ treehouse — $0 paid media, three Cannes Lions, the only place Yellow Pages grew online search. Cheerios’ interracial-family Super Bowl ad — backlash, a top-five ad, and growth after 13 quarters of decline. NRMA koalas — reversed five years of decline, 36th to 5th strongest brand in Australia.
  • If it’s not bold, it’s dumb. A bad idea is safe, boring and comfortable; a good one is uncomfortable and unpredictable. Creative ideas often sound stupid at first — that is the signal, not the reason to kill them. New ideas have no data, so conviction does the work.
  • Where Telstra started. Corporate reputation barely above the ATO, a national punchline, and boring transactional rational advertising with no ownable colour. Reputation is an emotional judgement, not a rational one.
  • The ethnographic research. A small number of people, gone deep with, asked to draw how the brand feels: a white corporate guy in a suit, the Monopoly man, a bully. A chart gets argued with; a drawing of your brand as a bully cannot be.
  • Current vs future demand. About 15% of buyers are in market — intent, data, logic, performance marketing, immediate conversion. The other 85% are not — no interest, nothing known about them, reached by emotion and brand building that creates memory structures for later.
  • Don’t just talk to the four hands in the room that are up right now. Someone buying a phone within three years is worth reaching today.
  • The long and the short of it (Binet and Field). Activation is a spike that drops the moment you stop. Brand building is a rising base that looks unimpressive in year one. Benchmark is 60 long / 40 short.
  • The staged correction. Telstra was 20 brand / 80 trading. His first move was 50/50, not straight to 60/40 — and the first-year CMO problem is that the job that needs doing will not look good in year one.
  • A magnet, not a mirror. To change how people feel about a brand, change how the brand feels. The mirror test: take a still frame, remove the logo, put it beside three competitors — if nobody can tell which is which, you made a mirror. Olympics advertising is the worst offender.
  • What Telstra did instead. 26 separate 15-second stop-motion spots, an Australian animal per real place, 42 real voices with their own accents, handmade puppets, about seven months of work. It won a Grand Prix.
  • The brand on one page. Purpose: build a connected future so everyone can thrive. Positioning: engineering possibility. Creative platform: wherever we go — coverage and direction at once, with “we” including the customer. “Always crafted with a human hand” is an explicit position against AI slop.
  • The whistling ad — the brave choices. Animation in a live-action category, no phones anywhere in a technology ad, metaphor rather than demonstration, optimistic in tone.
  • Holding through the backlash. Instantly negative at launch — Gruen called it the ad Aussie TikTokers love to hate. Polarisation is not failure; you do not have to be liked, and being noticed is better. Then the public invented the walk.
  • The result. 30 million organic TikTok views with zero paid spend, 90% of all telco searches on TikTok at the peak, under-25 share moved — and Telstra is not among Australia’s 20 largest marketing spenders. Amplify without taking over: the State of Origin version credited the people who made the TikToks.
  • Craft is a strategic choice, not an aesthetic one. Out-of-home reduced to the codes — just legs and arms, every poster made by hand. People can tell made from generated, and research feedback read the effort as care: premium, better service expected, more acceptance of paying more.
  • Consistency without sameness. Consistent idea, voice, branding and level of craft while still turning up differently. Why bore people to death consistently?
  • The commercial proof. Marketing ROI went 6.10 → 10.40 over four years on lower spend, measured by Marketing Mix Modelling against new connection revenue. The kicker: performance marketing converted better because the brand behind it was stronger.
  • AI and the middle of content. Either commodity slop people scroll past or irreplaceably human — there is no “pretty good” any more. Telstra’s Free Calls to Santa took 800,000 calls averaging four minutes. O2’s “Daisy” wastes scammers’ time. Stella Artois used AI for heritage storytelling. AI is not the answer — you need an idea first.
  • Culture. Human creativity thrives on kindness. Psychological safety so ideas are not a risk, but no false praise — kind to the person, hard on the work, with high standards clearly articulated. The Telstra Dial scored every output 1–10 as coaching, never as review.
  • The seven takeaways. Make the brand memorable; to be more effective be more creative; build future demand, don’t just convert it; build distinctive brands; craft elevates premium brands; the future needs human creativity; be kind.
MKTG 3600 Lecture Notes · condensed from the full notes on this page
Who is speaking

Brent Smart is one of the most accomplished CMOs in the APAC region. As CMO of Telstra he turned a legacy corporate brand into Australia’s most creative, winning 120+ major creative awards including 8 Cannes Lions while doubling marketing ROI.

Previously CMO at IAG, where he took NRMA Insurance from the 36th strongest brand in the country to fifth. Across both roles he created over $2.8 billion in brand value (Brand Finance). He started in the ad business and rose to CEO of Saatchi & Saatchi New York. He now runs B.Smart, a CMO advisory focused on brand strategy, creative excellence and mentoring.

01Why creativity matters

The attention problem

  • Too much content, not enough time. Most content simply doesn’t get watched.
  • The competitive set has changed. You are not competing with other brands in your category — you are competing with how people choose to spend their time.
  • It has never been harder to stand out, and most things don’t. Cars look the same. Smartphones look the same. Bottled water is a clear bottle and an alpine stream, every time, because the whole category signals purity the same way.
  • Liquid Death is the counter-example: it broke every code of the water category and became the fastest-growing water brand in the world.
The uncomfortable truth about good ideas

Sometimes the most creative ideas sound stupid when you first hear them. That reaction is not a reason to kill the idea — it is often the signal that the idea is genuinely different.

Creativity is measurable, not just a matter of taste

Creative effectiveness can be measured by benchmarking award-winning work against the average ad in a category. On that basis:

MeasureCreative work vs. the average ad
Revenue growth2.5×
Profit4×
The cost of dull$20.5 million — the additional spend needed behind an average ad to achieve the same impact as a creative one
Earned mediaThe real prize. A creative idea gets talked about, shared and covered, which means you stop paying for every impression

Three times he has proven it

Agency / brandThe ideaThe result
Colenso BBDO
Yellow Pages NZ
Instead of running ads, they ran a demonstration: a treehouse restaurant built using nothing but the Yellow Pages. A woman was dropped in the woods and had to build it using only the directory.$0 paid media — entirely earned. Three Cannes Lions. The only place in the world where Yellow Pages grew online search, taking share from Google.
Saatchi & Saatchi New York
Cheerios
A Super Bowl ad featuring an interracial family — a Black father, a white mother, a mixed-race child.Significant right-wing backlash, and a top-five Super Bowl ad. Returned the brand to growth after 13 quarters of decline.
IAG
NRMA Insurance
Home insurance advertising almost always shows a house burning down. They made an ad about koalas instead — because koalas are the ones whose homes actually need help.Reversed five years of decline. Moved from the 36th to the 5th strongest brand in Australia (Brand Finance).

The biggest risk is taking no risk

If it’s not bold, it’s dumb.

Brent Smart
A bad ideaA good idea
SafeUncomfortable
BoringUnpredictable
ComfortableDifferent enough that human nature resists it

The obstacle is human nature: we are frightened of things that are different. And when an idea is genuinely new, there is no data to support it — which is exactly when conviction has to do the work instead.

02Job number one: make the brand memorable

Marketing is a battle for memory. People see thousands of ads and remember almost none of them, so memorability is not one objective among several — it is the first job of brand management.

Where Telstra started

  • Corporate reputation ranked barely above the Australian Taxation Office
  • Carl Barron had a stand-up bit built around the brand — it was a national punchline
  • The advertising was boring, transactional and rational: product-led, offer-led, multicoloured with no ownable brand colour

The critical insight: reputation is an emotional judgement, not a rational one. It is about how people feel, not what they think.

The ethnographic research

Rather than a large quantitative study, they spoke to a small number of people and went deep — in their homes, at the pub, at the sporting club. The key exercise was to ask people to draw how the Telstra brand feels.

What people drewWhat it meant
A white corporate guy in a suitDistant, faceless, institutional
The Monopoly manGreedy — a monopolist taking their money
A bullyPowerful and using that power against them
Why this worked as internal persuasion

Walking into the business with those three drawings granted immediate permission to change the brand. A chart would have been argued with. A picture of your brand as a bully cannot be argued with.

03Current demand vs. future demand

At any moment only around 15% of a category’s buyers are in market and ready to purchase. The other 85% are not — but almost all of them will be eventually. Most marketing talks only to the 15%.

Current demand (in market)Future demand (not in market)
Share of buyers~15%~85%
Their state of mindIntent and interest — actively lookingNo interest in the category, not paying attention, no idea when they’ll buy
What you know about themData and targeting are availableEffectively nothing
What worksLogic, product, offersEmotion
The toolsPerformance marketing, search, digital, promotionsBrand building — creating memory structures for when they do come into market
The payoffImmediate conversionBeing the brand they already know when the moment arrives

Don’t just talk to the four hands in the room that are up right now.

Brent Smart

Someone planning to buy a phone within the next three years is worth reaching today, because if the memory is already built they will come to you when they are ready. This connects directly to James Hurman’s Future Demand — the same book recommended in Week 3.

04The long and the short of it

From Les Binet and Peter Field. Marketing runs at two speeds, and they behave completely differently.

Sales activation (short)Brand building (long)
What it looks likeOffers, calls to action, search, digital, promotionsStorytelling, emotion, consistent brand presence
What it doesShort-term sales uplift — a spikeLong-term sales growth — a rising base
The catchThe minute you stop running the offer, it drops straight back downLooks unimpressive in year one and improves the longer it runs
Whose demandConverts current demandBuilds future demand

The ratio

  • 60 long / 40 short is the benchmark from Binet and Field’s research.
  • Telstra was 20 brand / 80 trading when he arrived — almost the inverse.
  • His first move was to shift it to 50/50, not straight to 60/40. A staged correction, not a leap.
The first-year problem for a CMO

The pressure is for sales results now, but the job that actually needs doing is brand building — which will not look good in year one. It takes patience, conviction and the belief that the curve turns.

05A magnet, not a mirror

To change how people feel about a brand, change how the brand feels.

Brent Smart

Almost every large Australian brand feels the same: real people being real people, very little storytelling. That is holding a mirror up to the audience and showing them their own reflection. The alternative is to be a magnet — something distinctive enough that people are drawn toward it.

The mirror test

Take a still frame from the middle of your ad, remove the logo, and put it beside the same frame from three competitors. If nobody could tell which is which — or what your brand is even trying to say — you have made a mirror.

The worst offender is Olympics advertising, where every brand ends up advertising the Olympics rather than themselves.

What Telstra did instead

  • 26 separate 15-second stop-motion spots rather than one hero film — so every time you saw the Olympics you saw a different ad and never got sick of it
  • A different Australian animal matched to a different real place
  • 42 different voices, using actual people from those places with their own accents
  • Real stop-motion puppets, made by hand — roughly seven months of work
  • The scale of the campaign was itself an argument about the scale of the business

It looked nothing like anything else running at the time, and won a Grand Prix.

06Write the brand on one page

Telstra
PurposeBuild a connected future so everyone can thrive
PositioningEngineering possibility
Creative platformWherever we go

“Wherever we go” works on two levels — network coverage, and the future the brand is heading toward. The word “we” is doing a lot of work: it includes the customer.

Brand personality — we are:

An imaginative brand with possibility at our heart.
Ambitious in our ideas. Humble in our voice.
Always crafted with a human hand.
Generous in spirit and user-friendly.
Playful, warm and full of wonder.

“Always crafted with a human hand” is not decorative. It is an explicit strategic position against AI slop, written into the brand definition.

07The whistling ad and the Telstra walk

The brave choices

  • Animation, in a category that films real people
  • No phones anywhere in the ad — a technology ad that never shows the product
  • Metaphor rather than demonstration
  • Optimistic and positive in tone

What happened next

StageWhat happened
LaunchInstantly negative. “Your team is losing by 50 points and then this ad comes on.” Gruen called it “the ad that Aussie TikTokers love to hate.” Corporate called with very negative feedback.
The judgement callHold. Polarisation is not failure — you do not have to be liked, and being noticed is better than being liked. Hard to sit with as a human being.
The turnPeople started imitating the walk from the ad and posting it. It became a movement of its own.
AmplificationEasy to ruin by being heavy-handed. Instead of taking it over, they ran a version at State of Origin mixing the original animation with the public’s TikToks — and credited the people who made them.
Escalation“Bro hits the Telstra ad celly.” Someone did it on the North Korean border.
ResultDetail
30 million viewsOn TikTok, organic, with zero paid spend behind it
90%Of all telco searches on TikTok were Telstra at the peak
Under-25 market shareThe problem the campaign was built to solve — and it moved
Not in the top 20Telstra is not among Australia’s 20 largest marketing spenders, yet had the country’s most memorable advertising
The lesson underneath

You have to be comfortable with people doing their own thing with your brand. The instinct is to control it; the opportunity is to amplify it without taking it over.

08Distinctive assets and craft

If you want to be memorable, you need distinctive brand assets.

Brent Smart
  • Out-of-home reduced to the codes: just the legs and arms of the characters — and every poster made by hand from paper.
  • Why bother? Because people genuinely can tell the difference between something made and something generated.
  • Young people find out-of-home relaxing. It sits there without jumping at you — an underrated channel in a world of always-on digital advertising.

Craft as a strategic choice

If you take the time to make something feel special, the brand feels special. The audience reads the effort as a signal: this brand takes care, so it will probably take care of me. Research feedback landed exactly there — people described the brand as premium, inferred the service would be good, and were more accepting of paying more.

The point to remember

Craft is a strategic choice, not an aesthetic one — and especially so in the age of AI slop. Choosing to make things by hand is a positioning decision.

Consistency without sameness

  • Consistent does not mean identical. Consistent brand idea, voice, branding and level of craft — while still turning up in different ways.
  • If people already dislike your brand and you turn up in exactly the predictable way, you have no chance. You will simply confirm what they already think.
  • Why bore people to death consistently? Consistency is not a licence to be dull.

09Proof that building brand builds the business

Four years to transform the brand both creatively and commercially — and they spent less on marketing while doing it.

MeasureResult
Marketing ROI6.10 → 10.40
Marketing spendLower than before, with better results
How it was measuredMarketing Mix Modelling (MMM) — isolating how much revenue marketing actually drives versus everything else. Telstra is a $25 billion company; not all of that is built by marketing, and the model is honest about that.
The commercial metricNew connection revenue — new customers, plus existing customers taking new contracts
The kickerPerformance marketing delivered better conversion rates than before, because the brand behind it was stronger

That last line is the proof point worth remembering: brand building did not compete with performance marketing, it made performance marketing work better.

Crisis resilience: a brand strong on emotion rather than price earns trust, and trust is what holds when something goes wrong that marketing does not control. The response still has to be fast — react in time, contain the damage, then start rebuilding.

10Optimism: creativity in the age of AI

The middle of content is dying

Either it is commodity AI slop that people scroll straight past, or it is irreplaceably human — the kind of thing people reorganise their Sunday around. There is no “pretty good” any more. Pick a side.

BrandWhat they didWhy it works
Telstra
Free Calls to Santa
Every December, Telstra payphones let kids call Santa. It used to be a recording; AI made the conversation interactive, holding the details of each call.800,000 calls, averaging four minutes each. Bigger reputation impact than anything else they did.
O2 UK
“Daisy”
When a scam call is heading for a customer, an AI grandmother intercepts it and keeps the scammer talking as long as possible.Wastes the scammer’s time so they cannot target someone else. The technology serves a human idea.
Stella ArtoisAI analysing historical paintings that feature people drinking beer, estimating the probability that the beer depicted is Stella.AI in service of brand storytelling and heritage, not as a content shortcut.

AI is not the answer. You need an idea first — AI is not the idea.

Brent Smart

11Creative culture and kindness

Human creativity thrives on kindness.

Referencing the Governor of Illinois on kindness: cruelty means you have failed the first test — the test of overcoming your own instinctual fear. The kindest person in the room is often the smartest one, and the imagination and creativity that the kindest people have, they have in spades.

Kindness plus intellectual honesty

  • Psychological safety so that bringing an idea forward is not a risk.
  • But not false praise. If it is a bad idea you do not want people saying “yeah, that’s great.” Kind to the person, hard on the work.
  • High standards, clearly articulated, so everyone knows what good looks like.
The Telstra Dial — how they scored the work
  • Every output of the marketing team scored 1–10
  • Delivered as coaching, not as a performance review
  • Always explained — why the score was the score
  • One clear shared language about the work
  • Set against a very high ambition: to be the most creative brand in this part of the world
  • And when they hit it, they celebrated hard as a team

12Advice for starting out

Be useful. Be prepared.

  • Be prepared to help, do more, go deeper. “I’ll take someone low talent and high culture” — they become crucial to the team.
  • Starting a job is an advantage. You see the organisation fresh, so you spot opportunities the people already there have stopped noticing.
  • However small the task, make it great, then take it to your boss with a clear and passionate reason why it should be.
  • When something has never been done, there is no data. Conviction is powerful — you have to actually believe it.
  • If you are going to fail, fail fast. Don’t be defensive, be adaptable, and don’t try to control the creative process.
  • Go in to work. Don’t be at home.
  • People are smart — don’t make dumb advertising.
A working habit worth stealing

Every Tuesday with the agency, without fail — a practice borrowed from Apple. As CMO, life is meetings, and running from one thing to the next is a nightmare. A fixed weekly slot creates real cadence and one guaranteed quality conversation. Be involved very early and very late in the work.

13The seven takeaways

Takeaway
01Job number one is to make the brand memorable
02If you want to be more effective, be more creative
03Don’t just convert demand, build future demand
04Build distinctive brands
05Craft elevates premium brands
06The future needs human creativity
07Be kind
Recommended reading

The Long and the Short of It — Les Binet and Peter Field. The 60/40 ratio and the two speeds of marketing.
Future Demand — James Hurman. The distinction between the two sets of hands; also recommended in Week 3.

← All weeks
Week 5 · Guest lecture

Managing the evolution of brands

SW
Shannon Wright
Head of Marketing, Confectionery — Nestlé Oceania
Notes contributed by
EmiEmilyJoeKenMattieSisiZea
Week 05 · One-page summary

Managing the evolution of brands

Shannon Wright · Nestlé Oceania

Two brands, two versions of the long-term question: KitKat has to stay culturally relevant without breaking what already works, and Allen’s has to decide where to go as the macro trends underneath it shift.

  • Four pieces of advice. Be deeply interested in the unfamiliar; know what’s important to you; curiosity and tenacity go very far; be a good person — the industry is small and people will hear about you.
  • Two paths. KitKat is the consistency (not sameness) path: a 90-year-old brand staying relevant without breaking what works. Allen’s is defining the long-term path: a healthy brand facing shifting macro trends.
  • What KitKat stands for. A break. Built for workers to enjoy on their break, the name tied to a union movement about a well-earned rest, and positioned as an alternative to cigarettes. It takes two hands to snap.
  • The three truths line up. Brand belief: breaks are good. Audience truth: everyone needs a break. Product truth: the bar is made to be broken.
  • The most dangerous person in marketing is the bored brand manager. Comes in guns blazing and changes what didn’t need changing. Don’t just do stuff — have a strategy.
  • Consistency is not limiting, it’s a superpower. The more consistently a brand builds its associations, the stronger the brand and business effect.
  • The need is unchanged; the tension evolved. Gen Z know breaks keep them going and 63% say they need one — but 64% can’t switch off because their mind stays overactive. The job is the emotional break, not the physical one.
  • Distinctive brand assets shortcut the audience to you. Logos, colours, fonts, packaging, sonic cues, slogans, celebrities, creative styles. KitKat’s: the bar, the logo, “Have a break”, the red, the snap.
  • Use them or lose them. Assets compound through repetition. Let the audience close the gap — “Have a…” unfinished does more work than the full line.
  • The second most dangerous person is the brand manager with no ambition. Cultural relevance is a currency — it shows up in profit and sales.
  • Impact doesn’t follow instinct. The three biggest drivers of brand impact: brand size, creative quality, budget setting across geographies.
  • A debate about your brand is a jackpot. The argument over the correct way to eat a KitKat drew around 27 million social engagements. Fan the flames rather than shutting it down.
  • Four principles. Meet your audience where they are, not where you’ve been; tone and timing are everything; be clear on the role of the brand and the POV; subvert your brand equity to be one of the people.
  • Allen’s and the leaky bucket. Brand health is good, but the bucket drains unless you refill it — faster when macro factors pull at it. “We want to be a playground, not a museum.”
  • Trend one — Gen Z intense flavour. Explosive flavours and unexpected textures; 45% of Australians say texture appeals; sweets as social currency (lolly salads, shared discovery).
  • Trend two — GLP-1s. 15% of Australians by year end, called a lowball estimate. Muscle and bone loss, deficiencies in protein, calcium, iron, fibre; less tolerance for sweet, artificial and bitter; the food noise goes and so does the joy.
  • Trend three — changing ethnic mix. India has overtaken England for migration. Food is retained nearly as strongly as religion. China: layered, delicate, soft, individually wrapped. India: bold, intense, acidic, hard and crunchy.
  • Individual wrapping cuts both ways. It signals cleanliness to these consumers; Australia has moved away from it for sustainability.
  • Heritage brands don’t have to taste better, they have to taste the same. Arnott’s changed four Shapes varieties and the outrage was about taking away something people already liked. Same with Black Cats.
  • Know three things deeply. Your current consumers, your potential consumers, and your brand. For Allen’s: easy-going, cheeky, fun-loving — any evolution has to stay consistent with that.
  • Five brand stretch considerations. Brand positioning fit; distance from the core; consumer permission (they always see you where you already are); risk vs reward on the McKinsey matrix; test and monitor.
  • Mapping the stretch. Core → near adjacency → credible stretch → exception. Heinz: soup is near adjacency, pasta sauce a credible stretch, vodka the exception that only worked on a cultural moment.
  • You don’t have to do it all yourself. Collaborations grow equity and test how far the brand stretches without the cost of building new. Allen’s this year: Pepsi, and Mountain Dew with an artist.
  • The recap. Consistency path: do the foundation job first, protect your DBAs, know why you’re entering culture. Long-term path: know your consumer, your potential consumer, and who you are. Use AI to make work easier, not to do the thinking.
MKTG 3600 Lecture Notes · condensed from the full notes on this page
Who is speaking

Shannon Wright is Head of Marketing for Confectionery at Nestlé Oceania, leading KitKat, Allen’s, Smarties and Aero. More than 20 years in FMCG, with campaigns, innovations and partnerships recognised by multiple Grand Prix Spikes Asia and Effie awards — the Gold Effie is an efficiency award and a hard one to get.

She describes herself as not a traditional marketer, and says strategy is the best part of marketing. She prefers product marketing to services: you own the whole thing and can hold it in your hand.

01Four pieces of advice

She opened with career advice rather than brand theory, and every set of notes recorded the same four points.

  • Be deeply interested in the unfamiliar. Stop always writing marketing pitches for yourself.
  • Know what’s important to you — your values, and what you actually need from work. For her that is being intellectually stimulated and doing work that has an impact.
  • Curiosity and tenacity go very, very far. Curiosity is asking how something works and watching how people shop. Tenacity is doing something with what you noticed.
  • Be a good person. Smart but evil is a no-go, and the industry is very small — people will hear about you.

02Two brands, two different problems

The lecture ran on two case studies, chosen because they face opposite versions of the long-term question.

 KitKatAllen’s
The pathThe consistency — not sameness — pathDefining the long-term path
The situationA 90-year-old global brand with enormous accumulated equityVery good brand health; people genuinely love it
The questionHow do you stay culturally relevant without breaking what already works?What happens when the macro trends underneath you shift?

03What KitKat stands for

KitKat is more than 90 years old, and what it stands for is a break.

Where that came from

  • The company listened to consumer suggestions early in the brand’s history and built the meaning from there.
  • The bar was made as a treat for workers to enjoy on their break. The name is tied to a union movement about people having a well-earned rest.
  • It was also positioned as an alternative to cigarettes.
  • The bar takes two hands to break apart, so the product itself makes you stop what you are doing.

Have a break, have a KitKat.

The line, essentially unchanged for decades
The three truths underneath it

Brand belief: breaks are good. Audience truth: everyone needs a break. Product truth: the bar is actually made to be broken.

The strength of the position is that all three line up. The belief, the audience need and the physical product are saying the same thing.

04Break equity

The most dangerous person in marketing is the bored brand manager.

Shannon Wright

The bored brand manager comes in guns blazing, feels like they are doing a great deal, and changes things that did not need changing. The point is not that change is bad — it is that you have to be clear about what you are changing and whether that change actually matters. Don’t just do stuff. Have a strategy.

The counter-intuitive bit

Consistency is not limiting. It is a superpower. The more consistently a brand builds its key associations, the stronger both the brand effect and the business effect become over time.

The tension has evolved, even though the need hasn’t

Breaks are as relevant as they have ever been. What has changed is what a break now feels like.

  • Gen Z know that breaks are what keep them going.
  • They do take breaks — 63% say they need one.
  • But their breaks are broken. 64% cannot switch off while taking a break because their mind is still overactive.
  • Doom-scrolling is the mechanism, and the “right to disconnect” is the cultural conversation around it.

So the brand’s job is unchanged but the obstacle is new: the emotional break, not just the physical one. One activation used a magnet device where things stayed stuck to you until you took a bite of the KitKat.

05Break ritual: distinctive brand assets

The second question is which assets to protect and keep building. Distinctive brand assets shortcut the audience to you — they give a brand instant meaning and let people link a piece of content or advertising back to the brand without being told.

What counts as an asset

Logos, colours, fonts, packaging and physical product cues, music and sonic cues, slogans, celebrities, and distinctive creative styles.

KitKat’s assets 
The product itselfThe four-finger bar, and the act of snapping it
The logoThe wordmark
The tagline“Have a break, have a KitKat”
ColourThe red
SoundThe snap
ImageThe break itself

These become powerful through repetition over time. Even when everyone already knows them, you have to keep using them — if you don’t use them, you lose them.

Let the audience finish the sentence

If your brain closes the gap, you remember it far more. “Have a…” without finishing it does more work than the full line.

View the diagram — fame vs uniqueness
Avoid solo use Use or lose Ignore Invest potential KITKAT’S ASSETS FAME → LOW HIGH UNIQUENESS →

Where a distinctive asset sits decides what you do with it. KitKat’s elements land top right, which is the quadrant that says keep using them — an asset you stop using is an asset you lose.

06Breaks in culture

If the bored brand manager is the first danger, the second is the brand manager with no ambition — the one who protects the assets and does nothing with them.

The claim

Cultural relevance is a currency. It shows up in profit and in sales, which is why it earns a place in the comms plan and a share of the money.

Advertising impact does not always follow marketers’ instincts. The three biggest drivers of brand impact recorded in the lecture were:

  1. Brand size
  2. Creative quality
  3. Budget setting across geographies

The algorithm thirsts for new content, and feeding it takes highly distinctive, original communications that consumers would actually bother to watch inside their feeds. For KitKat that means content that is more entertaining and better suited to the break moment — not simply more content.

The challenge

How do you create talkability throughout the year and keep driving love and brand equity for KitKat?

One answer arrived on its own: the debate over the correct way to eat a KitKat, which generated around 27 million social engagements. A debate about your brand is a jackpot. It means being willing to be divisive, and sometimes fanning the flames rather than shutting the argument down.

07The principles

Four principles for what works in the world of brand conversations. Every set of notes recorded these four, in this order.

PrincipleWhat it looked like in the work
Meet your audience where they are, not where you’ve beenUnderstand the current cultural environment instead of relying on what used to work.
Tone and timing are everythingAn AI joke that would have landed three years ago is a different proposition now that attitudes have shifted.
Be clear on the role of the brand and the POVWhat the brand is entitled to talk about. Study breaks and the Pomodoro method sit squarely inside KitKat’s territory.
Subvert your brand equity to be one of the peoplePlay with your own assets rather than defending them. The response to a missing shipment of KitKats came from this.
Two things only some sets of notes recorded

Use media creatively. One set of notes adds a fifth principle: a campaign supporting gamers, who play for very long stretches without a proper break, won an award for innovative use of media. It connects an existing brand meaning to a real cultural behaviour.

Fandoms matter when you collaborate. Recorded in one set of notes as a point about picking collaboration partners.

08Allen’s: what happens when macro trends shift

Allen’s has very good brand health. People love it. The problem is not the brand — it is that the macro trends underneath it are changing how people eat.

The leaky bucket

Unless you refill it, the bucket drains over the long run. That is true of any brand, and it happens faster when bigger macro factors are pulling at it.

We want to be a playground, not a museum.

Shannon Wright, on where Allen’s needs to sit

09Trend one: the intense flavour world of Gen Z

  • Intense sensory attributes — explosive flavours and unexpected textures.
  • Multi-sensorial play — 45% of Australians say texture appeals to them in food and drink.
  • Experiential and social moments — sweets become social currency through sharing and discovery.

In practice that looks like over-packaged, intense experiences with an element of play — playing with your food. Lolly salads are the clearest example: people combine what they find at Kmart, then post it. The value is the connection and the shared discovery, not the confectionery.

One counterweight recorded in the notes: younger consumers may also carry stronger concerns about artificiality.

10Trend two: GLP-1s and additive wellness

15% of Australians will be using GLP-1s by the end of the year — described in the lecture as a lowball estimate. Self-injection is currently the barrier, and a pill is coming. There are two groups using them: people with a genuine medical need, and people obtaining them in less official ways for appearance reasons.

EffectWhat it means for a confectionery brand
NutritionWeight comes off, but so do muscle and bone mass, with deficiencies in protein, calcium, iron, fibre and fluids. Energy-dense foods aggravate the digestive system. People on GLP-1s really want protein.
TasteLess tolerance for sweet, for artificial sweetness and for bitterness — made worse by dry mouth and dehydration.
Mental healthThe food noise goes, but so does the joy. Depression and worse.
The line from the research

“I’d happily never feel joy again to be skinny.”

11Trend three: the changing ethnic mix

India has now overtaken England as a source of migration to Australia, and food preferences travel with people.

  • Food is deeply anchored to cultural heritage. It is one of the most retained traits for migrants and their children — nearly as much as religion.
  • Snacks are the category people are most willing to change, and kids’ lunchboxes are where they are most willing to swap in Western alternatives.
  • Australian lollies are largely unfamiliar to these consumers.
 Chinese consumersIndian consumers
FlavourLayered and delicate; authenticity cues; no extremesBold, intense, acidic; sweet and sour
Texture and formSofter, small, chewy, playfulHard, crunchy, sensory interesting
PackagingIndividually wrapped matters, and the reason is cleanliness. Australia has moved away from individual wrapping for sustainability — the two pressures point in opposite directions.

A cautionary tale for heritage brands

Arnott’s changed four Shapes varieties, moving the flavouring to both sides of the cracker rather than one. The changes were small, but consumers were given no choice, and the outrage was about having something they already liked taken away. The same thing happened when Black Cats were discontinued.

The rule this points at

A heritage brand does not have to taste better. It has to taste the same. People love it for the original flavour and the nostalgia attached to it — improving the product can be the thing that breaks it.

12Know your consumers, and know your brand

The answer to “where do you go from here” came back to three things, and every set of notes recorded them.

  • Know your current consumers deeply.
  • Know your potential consumers deeply.
  • Know your brand deeply.

For Allen’s, the third one is the question: what makes Allen’s, Allen’s? The personality recorded was easy-going, cheeky and fun-loving. Any evolution has to stay consistent with that, or it stops being the brand people already love.

Two ways to cut the audience

  • Consumer typology — who people are and how they behave.
  • Demand spaces — the occasion, and the micro-trend attached to it.
The question left open

What do you do when the culture shifts and your claim no longer matches it? The example raised was Milo and “champion” — what happens if people no longer want to be champions? How do you know when to update brand equity versus hold it consistent?

13The five brand stretch considerations

 ConsiderationThe question it asks
01Brand positioning fitDoes the product or occasion deliver to the heart of the brand?
02Distance from the coreIs it a natural next step from the core category or the brand’s truths?
03Consumer permissionWill they accept it? Just because you can make it does not mean they believe you should. They will always see you where you already are.
04Risk vs rewardIs it attractive enough? Assessed on the McKinsey matrix — ability to win against market attractiveness.
05Test and monitorDecide what success actually looks like before committing, then test, watch and adjust.

Mapping the stretch

Extensions sit in bands running out from the brand’s core, across two dimensions: how far you move in category or occasion, and how far you move in consumer or age. The bands recorded were core, near adjacency, credible stretch, and exception or no-go.

Using Heinz as the worked example: soup is a near adjacency, pasta sauce is a credible stretch, and vodka is the exception — which only worked because of the cultural moment around vodka pasta.

View the diagram — mapping brand stretch
Core Near adjacency Credible stretch Exception / no go Soup Pasta sauce Vodka CATEGORY / OCCASION STRETCH → CONSUMER / AGE STRETCH →

The further from the centre, the more consumer permission an extension needs. Points are the Heinz worked example — and Heinz vodka landed in the outer band, which only worked because of the cultural moment around vodka pasta.

Risk versus reward

View the diagram — risk vs reward
Jackpot HIGH / HIGH ABILITY TO WIN → LOW HIGH MARKET ATTRACTIVENESS →

The McKinsey matrix, used here for the risk-versus-reward question. Only the top-right quadrant was named in the notes — the other three are left blank rather than invented.

14You don’t have to do it all yourself

Innovation is expensive, and you do not always have to build a new product or enter a new category on your own. Collaborations grow equity and let you test how far the brand can stretch before committing the investment.

Allen’s collaborations recorded from this year: Pepsi, and Mountain Dew with an artist partnership. A beauty collaboration was also mentioned — see the note below on which partner.

Notes disagree here

One set records the beauty collaboration as Mecca, where the manufacturer made a product Mecca now sells. Another records it as Lanolips. Both are plausible and they may describe the same thing. Flagged rather than picked — worth confirming.

15The recap

The consistency path — KitKatDefining the long-term path — Allen’s
Do the foundation job firstKnow your consumer
Protect your distinctive brand assetsKnow your potential consumer
If you are going to enter culture, know why you are thereKnow who you are as a brand
On AI

Use it to make the work easier. Don’t use it to do the thinking or the strategic planning.

Two lines worth keeping

“Work friends don’t have to be train-to-work friends.”

“Snackology” — the study of snacks.

← All weeks
Week 6 · Guest lecture

Managing a brand for social purpose

LH
Libby Hogson
Director of Growth and Engagement — UNICEF Australia
Notes contributed by
DanielleElenaEmiJoeMattie
Week 06 · One-page summary

Managing a brand for social purpose

Libby Hogson · UNICEF Australia

A charity with no unprompted awareness in a saturated, contracting market, rebuilt on the same brand principles any commercial brand would use — and measured the whole way.

  • Brand building in a charity is brand building. Same principles as for-profit, different constraints. The whole lecture is standard brand theory applied to UNICEF Australia.
  • A saturated, contracting market. Over 60,000 Australian charities — one per 439 people. $200bn a year, 11% of the workforce, 3.5m volunteers. Funding rises ~3% a year while donor numbers fall: fewer donors giving more.
  • Edelman Trust Barometer 2025, four insights. Trust inequality growing between high and low income households; business holds highest trust and greater expectation to lead; lack of credible information sows division; political and economic polarisation.
  • Grievance is the mechanism. 61% of Australians hold grievances against media, government, organisations and the rich. When people believe an institution isn’t serving their interests, trust falls.
  • 40% see hostile activism as legitimate — attacking people online, spreading disinformation, threatening violence, damaging property. Concentrated in 18–34s.
  • Trust and brand performance correlate. For a charity chasing a shrinking donor pool, the trust problem is the growth problem.
  • Fuzzy awareness. 40% didn’t know who UNICEF was, 29% linked them to children, many didn’t realise they were a charity at all. 40th on the reputation score in 2019.
  • The money was in the wrong place. ~95% of spend on conversion and retention, 5% on consideration and awareness — optimising a funnel whose top was empty.
  • Zero unprompted awareness in 2020. Recognised when shown the name, never named first.
  • Mental availability nearly triples intent. Top of mind: 19% donation intent. Aware only when prompted: 7%. So the goal is to already be in the room at tax time.
  • Three facts worth investing in (plotted by how much they improve opinion against how known they already are): saves more lives than any other organisation; the world’s largest organisation for children’s rights; brings lifesaving help to children.
  • “Works to protect every child in danger” resonated most strongly of all the statements tested.
  • Polycrisis. Multiple serious problems at once, interacting so the damage exceeds the parts — bushfires, pandemic, Ukraine. Positioning decisions are contextual to the moment. UNICEF USA’s version was too chest-beating for Australia.
  • The positioning. “UNICEF inspires Australians with the determination it takes to protect and care for every child, no matter what.” Determination is the operative word.
  • Proof points. On the ground in 190+ countries; there before, during and after; lifesaving help within 48 hours; 100% donor funded — that last one included because people didn’t know UNICEF was a charity.
  • Consistency isn’t how you look. It’s the place you hold in people’s minds — one piece of information said again and again. You should be sick of the message by the time the public remembers it.
  • Earned media is brand building, not a separate discipline. Ambassadors matched to the moment, right people and right content, and knowing when you have a genuine contribution to the news cycle.
  • The earned-media numbers, 2020–2024. Broadcast share of voice 20% → 55%; share of voice up 80%; news mentions up 270%. 21% of people had learnt about UNICEF from the news.
  • The word cloud test. 2019: people, children, Smith Family, World Vision, Helen. 2024: children dominant. It checks whether what people associate with you matches what you do.
  • Whole-of-organisation, not a marketing project. Team reformed from generalists to experts; digital democratised by deleting the digital marketing team so everyone could do it; AI now being embedded.
  • Two core metrics, twice a year. People who know UNICEF works with children, and mentions as a first responder to emergencies. Both grew significantly. That is brand salience.
  • The measurement chain. Ad awareness + share of voice → unprompted awareness → donation intent → market share. Top-of-mind tracks alongside revenue growth.
  • “No such thing as a tired brand, just a bored brand manager.” Metrics fell back after 2024. The fix was ad diagnostics to find what was fatiguing, not throwing the platform out.
  • Evolution, not revolution: “Always there” → “Let’s be there”. Inclusive active voice, pointed at the long-term work, more hopeful because people are crisis fatigued. Tested significantly stronger.
  • Stretch is fine if the core idea holds. UNICEF can talk about climate change because climate change is changing childhood.
  • Lessons. It’s a whole-of-organisation task; stay the course; measure everything; highly skilled people matter; trust the data but still take some risks.
MKTG 3600 Lecture Notes · condensed from the full notes on this page
Who is speaking

Libby Hogson is Director of Growth and Engagement at UNICEF Australia. Until recently the same job was titled CMO — a retitling she noted is a bit of a trend across the sector.

UNICEF Australia raises funds for global emergency relief and advocates for children’s rights internationally and locally.

When you’re surrounded by people who share a passionate commitment around a common purpose, anything is possible.

Howard Schultz, Starbucks — the quote she opened on
The premise

Brand building in the not-for-profit sector is the same as in the for-profit sector. Everything in this lecture is standard brand theory applied to a charity — the constraints are different, the principles are not.

01Welcome to the sector

The Australian charity sector is extremely saturated and, on the numbers she showed, getting harder.

MeasureFigure
Charities in AustraliaOver 60,000 — one per 439 Australians
Sector revenue$200 billion a year, with expenses outpacing revenue growth
Employment11% of the workforce
Volunteers3.5 million Australians
UNICEF Australia4th in not-for-profit spending on promotion in Australia

What is happening to fundraising

  • Funding across the sector is rising about 3% a year.
  • The number of people donating has declined slightly over the last year.
  • So: fewer donors, each giving more.
The consequence

In a market that is contracting on donor numbers, everything gets harder. You are competing for a shrinking pool of people, which puts a premium on being the charity they already think of.

The sector is also unusually collaborative. The benchmarking project compares organisations against each other every year, so charities have an external read on their own performance that most commercial categories never get.

02We have a trust problem

The Edelman Trust Barometer is a global study of consumer trust in organisations and institutions. The 2025 data gave four headline insights.

  1. Trust inequality is growing between high and low income households.
  2. Business holds the highest trust, and carries greater expectations to lead.
  3. A lack of credible information sows division.
  4. Political and economic polarisation.

Grievance is doing the damage

  • Trust has not recovered since 2021 — recorded in the notes as a net −4 over 2021 to 2025.
  • 61% of Australians hold grievances against media, government, organisations and the rich.
  • The mechanism is belief: when people think an institution is not serving their interests, trust falls. Perceived marginalisation erodes it further.
  • There is a vast difference in the experience and perspective that high and low income Australians bring to this. Lower income respondents view government as much less ethical and competent — and NGOs and business too, but government most of all.
The number that should worry everyone

40% believe hostile activism is a legitimate tool to drive change — attacking people online, intentionally spreading disinformation, threatening or committing violence, and damaging property. One set of notes records this sentiment as concentrated among 18–34 year olds.

Why this matters to a brand

Trust and brand performance correlate, and that shows up in purchase behaviour. For a charity competing for a shrinking donor pool, the trust problem is not a reputational side-issue — it is the growth problem. Put simply: it is already hard enough, so we need to fix the trust problem.

03Fuzzy awareness and the need to be known

UNICEF is the United Nations Children’s Fund, and it exists to uphold children’s rights across prenatal to adolescent pathways. The problem was that Australians did not know that.

  • 40% of people did not know who UNICEF was.
  • 29% associated them with children.
  • Many people did not realise UNICEF was a charity at all.
  • In 2019 UNICEF Australia ranked 40th on the reputation score.
The chain

If you are not known, you are not trusted. If you are not trusted, you are not given to. The awareness problem and the trust problem are the same problem.

Where the money was going

Spend was concentrated at the bottom of the funnel: roughly 95% on conversion and retention, and only 5% on consideration and awareness. The organisation was optimising the part of the funnel that only works if the top of it is full.

Put a rocket under it and go and do things differently.

The CEO, on the brief

04Zero to hero

They ran research on people who were not already donors — awareness of UNICEF, and intention to donate. Both qualitative and quantitative, as all good research should be.

Prompted versus unprompted

Unprompted awareness is what you name without being given a list. Top of mind is the first few charities someone names. In 2020 UNICEF Australia had effectively zero unprompted awareness — people recognised the name once shown it, and not before.

Where the brand sitsDonation intent
Top of mind19%
Aware only when prompted7%
Why mental availability is the whole game

Being top of mind nearly triples donation intent. The goal follows directly: build top-of-mind awareness so that when someone is deciding where their tax-time donation goes, UNICEF is already in the room.

Which facts to lead with

They plotted candidate facts about UNICEF on two axes — how much a fact improved opinion of UNICEF, against how well known it already was. The three worth investing in:

  • Saves more lives than any other organisation.
  • Is the world’s largest organisation working for children’s rights.
  • Brings lifesaving help to children.

Of the statements tested, “works to protect every child in danger” resonated most strongly.

05Polycrisis

A polycrisis is a situation where multiple serious problems happen at the same time and interact so the overall damage is worse than the sum of the parts. Bushfires, the pandemic, the war in Ukraine — concurrent and overlapping.

It matters for positioning because decisions are made at a point in time, contextual to what is happening then. UNICEF USA had run work in this space — unreasonable, determined, a thousand problems, keeps going, never gives up until the rights of every child are met. Effective there, but too chest-beating for an Australian audience.

06Bound by strategy

UNICEF inspires Australians with the determination it takes to protect and care for every child, no matter what.

The positioning

Determination is the operative word, and the phrase “no matter what” is doing deliberate work: the brand does not shy away from hard work. The positioning then drove the plan rather than sitting in a document.

The proof points

A positioning needs evidence behind it. Theirs: a global responder to humanitarian emergencies that has saved more lives than any other organisation.

  • On the ground in 190+ countries.
  • There before, during and after — not only at the moment of crisis.
  • Lifesaving help within 48 hours.
  • 100% donor funded — included specifically because people did not know UNICEF was a charity.

Which produced the message: “Always there.” In emergencies, children need someone there.

07A journey of consistency

They reset the brand and built a brand book, launched in 2022. Before that there was no consistency — everything looked different, across both brand elements and the language used.

What consistency actually means

It is not just how you look. It is the place you hold in people’s hearts and minds: having a single piece of information you say again and again and again. As the CMO, you should be sick of the message by the time the public starts to remember it.

A single-minded proposition repeated does more than several messages competing for the same attention.

08Earned media

Earned media should not be treated as separate from marketing or brand building. It was the cornerstone of how UNICEF Australia built awareness.

  • Innovating in the ambassador space to reach media — a range of ambassadors, matched to the moment.
  • Right people, right content.
  • Knowing when they are relevant in the news cycle. Follow the stories, and work out where the organisation has a genuine contribution to make rather than pushing into every conversation.
Metric, 2020 to 2024Movement
Share of broadcast voice20% → 55%
Share of voice overall80% increase
News media mentions270% increase

What the word cloud showed

They tracked the language in media articles referencing UNICEF, which is a way of checking whether what people associate with you matches what you actually do.

  • 2019: people, children, Smith Family, World Vision, Helen.
  • 2024: children by a wide margin, with global issues shifting around it.

One point worth holding onto: the growth lifted the presence of children’s issues in media as a whole, rather than taking attention from other children’s organisations. And it converts — 21% of people said they had learnt about UNICEF’s work from the news, with coverage playing a key role in prompting donations.

09Perfected by people

Brand building at UNICEF Australia was set up as a whole-of-organisation strategy, not a marketing project. Two pillars mattered most.

Relentless in emergencies and crises

The organisational goal is to be recognised for UNICEF’s role in emergencies and crises, maximising support for children when they need it most. That gives marketing a specific job rather than a general one.

The right skills for the job

  • The team was reformed — from generalists to experts in their fields, particularly brand and digital.
  • Democratising digital: they got rid of the digital marketing team so that everyone across the organisation could do digital, rather than routing it through one group.
  • A strong look to the future, now embedding AI into the way they work.

10Did it work?

Two core metrics, measured twice a year. Both grew significantly.

  • People who know UNICEF works with children.
  • Mentions of UNICEF as a first responder to emergencies.

Those two are brand salience — the specific things people need to say about you before they will trust you.

But does it turn into donations?

Top-of-mind awareness tracks alongside income and revenue growth. Not one lever pulling the result, but the sum of all the parts working together.

View the diagram — the measurement chain
Ad awareness + share of voice (broadcast) Unprompted awareness Donation intent Market share WHAT WE BUY WHAT STICKS WHAT THEY MEAN TO DO WHAT WE GET

The chain Libby’s team measured along. Each stage is a separate metric, and the argument for brand spend is that movement at the left end shows up at the right end — top-of-mind awareness tracked alongside revenue growth. The lower row is a plain-English gloss, not lecture terminology.

11A journey, not a destination

Some of the metrics have fallen backwards since 2024, top of mind among them. The creative was tiring and effectiveness was declining. They looked at ad diagnostics to work out what was fatiguing rather than guessing.

There’s no such thing as a tired brand — just a bored brand manager.

Libby Hogson
The same warning as Week 5

Shannon Wright called the bored brand manager the most dangerous person in marketing. Two speakers, two sectors, the same failure mode: when the numbers dip, the temptation is to throw everything out and start again. Brand building has to be constant evolution, not one and done.

Evolution, not revolution

Working with their agency, the answer was an evolution of the brand platform rather than a wholesale pivot. The positioning moved from “Always there” to “Let’s be there”.

“Always there”“Let’s be there”
States what UNICEF doesInvites the audience in — inclusive, active voice
Anchored on the emergency momentPoints at the long-term work; together we can make sure it continues
Crisis framingMore hopeful — people are crisis fatigued

Campaign evaluation had it performing significantly stronger across several ad diagnostics.

12Brand stretch, and where UNICEF can go

You can stretch a brand as long as the core idea holds. UNICEF can talk about climate change because climate change is changing childhood — the subject is new, the reason for being there is not.

The resulting campaign, climate change is changing childhood, help us save it, was targeted at a specific audience and was braver than their usual work.

The line that captures the organisation

UNICEF “walks the halls of parliament with muddy boots” — long-term focused, always bipartisan. The key advantage is that it is there for children, and children always need protecting, whoever is in power.

13Lessons learned

The things she would do again.

  • It’s a whole-of-organisation task. Not a marketing project.
  • Stay the course. Building a brand is a journey, not a destination.
  • Measure everything. You cannot tell what is working otherwise.
  • Highly skilled people really matter. Specialists over generalists.
  • Trust the data, but still take some risks. Learn and improve from it without letting it make every decision.
Two asides worth keeping

On career direction: it is harder to move from the not-for-profit sector into for-profit than the other way around.

On job titles: Libby’s title changed from CMO to Director of Growth and Engagement, which she noted as a trend rather than a one-off.

← All weeks
Week 7 · Guest lecture

Strategy in a creative agency

TC
Tim Collier
National Head of Strategy — Cummins & Partners
Notes contributed by
EmiJoeMattieRoseVyZea
Week 07 · Source document

The JWT Planning Guide

Stephen King · J. Walter Thompson, London · March 1974
Why this is here

Tim Collier came back to this document repeatedly. He called it the birth of planning and said it is still pretty much the definitive guide — fifty years on. The four rules in section 03 of the Week 7 notes are lifted straight from its opening page, and the planning cycle he sketched is figure 2 below.

A 34-page internal guide, typed and photocopied for JWT London staff, setting out how to plan advertising without killing the thing that makes advertising work.

The problem it sets out to solve

King starts from a tension. Advertising benefits from being tackled systematically, like any job — but it “involves producing a long series of unique solutions. Each piece of work requires innovation.” A method that makes the work repeatable risks making it dull, which defeats the point.

So any systematic approach to planning advertising has to do more than simply provide controls and disciplines. It must actively stimulate imagination and creativity too.

Hence the four requirements Tim quoted: realistic (based on what works in practice, and capable of evolution by individuals), pragmatic (simple, memorable, easy to follow), fundamental (grounded in coherent theory of how advertising and communication work), structured (a framework imagination can work inside).

How brands appeal

Choice depends on the total impression of a brand, not a checklist of virtues. People keep a mental short-list of a few acceptable brands; the strength of that total impression decides whether you are on it and how high.

A brand’s appeal is built from three kinds:

  • Appeals to the senses — how it looks, smells, tastes, feels, sounds.
  • Appeals to the reason — what it does, what it is for, what it contains, how it performs.
  • Appeals to the emotions — its individual nature or style, its associations, the mood it evokes, the psychological rewards of using it.

Brand personality comes from the particular blend, not from any single appeal being unique. And King separates motivators (important, and therefore usually common to every brand in the field — getting clothes clean) from discriminators (less important to the category, but the difference between one brand and another). Every successful brand needs both: without motivators it fails, without discriminators it can only compete on price.

Diagram titled Some of the factors that affect brand personality. Twelve labelled arrows point inward to a central circle reading Total Impression of Brand, marked ME.
Figure 1 — Twelve inputs feeding the total impression. Note the word ME inside the circle: every one of these is filtered through the receiver’s existing ideas and prejudices. Some are controllable (product, name, pack, advertising, promotions), some partly (pricing, distribution, associations), and some not at all (history, competitors). Reproduced from the original.

The role of advertising

Two contributions. The direct one affects intention to buy now — reminding, maintaining a habit, giving new information, offering an incentive. The indirect one works over a much longer period, building the total impression by adding non-functional values to the brand.

Three reasons King gives for the indirect role mattering more than it used to, all of which read as current:

  • Technology. Lead times have shortened; you cannot rely on a better product for long.
  • Retail power. Retailers squeeze margins, so advertising defends the brand’s values rather than its volume.
  • Self-service. The shelf has taken over the direct roles of reminder and incentive, so advertising has to build extra value against private label.

How communications work

People distort or ignore anything inconsistent with what they already think. Reception depends on the receiver’s existing ideas, on their relationship with the sender, and on the form: “what people receive depends on who says it and the tone of voice and language used.”

Communication is better thought of as sending a stimulus and the receiver making a response — and the two are often very different. Five implications follow, of which the last is the one worth memorising:

  • Advertising that reinforces or slightly modifies existing ideas beats advertising that tries to convert.
  • Advertising is easy to ignore; it lands only if it accords with existing interests and motivations.
  • The advertiser has low credibility — he is expected to be biased. Over-claiming is counter-productive.
  • An ad is received as a totality. Its individual elements have no meaning on their own.
  • “And it is the response which matters, not the advertisement.”

Objectives written as responses

Because every marketing activity — price, pack, promotion, advertising — is a stimulus aiming at a response, King argues all of them should be written in the same language. That is what makes a genuine marketing mix rather than a pile of unrelated activities. The three response types map onto the three appeals:

  • Responses from the senses — what we want people to notice.
  • Responses from the reason — what we want people to believe.
  • Responses from the emotions — what we want people to feel.
The direct ancestor of Tim’s brief

Later in the document these become the T-Plan questions: which groups of people can most influence the brand’s success? What do we want them to notice, believe and feel about it? How does that differ from their current responses, and from their responses to key competitors? Notice how close that is to get / who / to / by.

On target groups, King is blunt that demographics are a convenience, not the point: a target group should be an explanation of how the advertising is intended to work. “Occasional users of Brand A” implies a mechanism; “C2 housewives under 45” implies nothing at all.

Planning is itself a creative act

The section Tim’s “strategy is as creative as the work” framing comes from. King says agencies tidy up how ideas actually arrive, presenting them as logical step-by-step deduction because it looks more professional — exactly as scientific papers do. He separates discovery (non-logical) from justification (logical), and lands on Popper’s hypothetico-deductive method as the best description of the creative process.

Working out the strategy is just as much a creative act as making the advertisements.

Three rules follow, and the first is the design principle for the whole framework:

  • “Planning disciplines must be built round questions that have to be answered, not procedures that have to be followed.”
  • Setting objectives as desired responses keeps freedom in the non-logical part while keeping measurement disciplined.
  • Objectives meant to motivate must be written in rich, evocative language — short neat forms only when a shorthand is needed.

The framework: five questions

Flow diagram titled The Planning Cycle. Five boxes connected by arrows in a loop: Where are we? to Why are we there? to Where could we be? to How could we get there? to Are we getting there? and back to Where are we?
Figure 2 — The planning cycle. Reproduced from the original.
  • Where are we? Where does the brand stand now, against competitors, in the market and in people’s minds? Where have we come from, and in what direction do we seem to be going?
  • Why are we there? Which factors produced our position and our competitors’? How have they inter-related, and how has the balance changed over time?
  • Where could we be? What could the brand realistically be in future? “Could” carries both desirable and profitable and realistic to expect.
  • How could we get there? What changes to which elements of the mix? What role and objectives for advertising? What campaigns could achieve them?
  • Are we getting there? Is the advertising achieving its objectives, and is the total effect working?

King lists seven advantages. The ones that do real work:

  • Continuous cycle. “As soon as we have answered ‘Are we getting there?’ we are in effect asking ‘So now where are we?’”
  • Creatively free, but disciplined. Because it is built on questions rather than procedures, it is “a stimulus, not a strait-jacket” — while the real controls sit on the results, not the methods.
  • A true marketing mix. Same questions and same language across every activity, so the advertising’s role can be seen to differ from and complement the pack, the product, the pricing.

And a warning that applies to any audit: “the value of ‘Where are we?’ and ‘Why are we there?’ depends on their being answered with complete honesty and realism.”

Working the cycle

  • Where are we needs statistically valid, large-scale research — qualitative work here is “not as a substitute for, but as an illuminator of” the big findings.
  • Why are we there comes with two warnings: correlation is not causation, and what people say is the most important factor affecting them is by no means necessarily what actually did. The output is only ever “a sensible reasoned working hypothesis”.
  • Where could we be is “the first important act of imagination”. Strategy does not spring logically from the data; no analysis directly reveals an opportunity. Research switches role here — from measurement to stimulus, which is where small-scale qualitative earns its place. The result is a first draft: “it must not at this stage be carved in stone, a monument for all time.”
  • How could we get there is the bulk of the creative work, and King is explicit that media selection is part of it, not a separate downstream task — you cannot take an idea to a practical stage without a hypothesis about a medium.
  • Are we getting there starts from the admission that you cannot really pre-test advertising at all: you cannot simulate context, or the passage of time, and you can never prove a hypothesis in advance. His recommended compromise is about 20 people interviewed singly and in depth, drawn meticulously from a much larger representative sample.
The line underneath the whole method

“We can never prove that it will always work, though we can prove that it won’t, simply by one failure.”

Source: Planning Guide, J. Walter Thompson, London, March 1974. Written by Stephen King. 34 pages. Figures reproduced from the original document for study purposes.

Original PDF: plannersphere.pbworks.com

Note: page 17 refers to a third chart showing the roles of research, which is not present in this scan.

Week 07 · One-page summary

Strategy in a creative agency

Tim Collier · Cummins & Partners

What a planner actually does, where the discipline came from, and the frameworks that get you from a five-page client brief to one line a creative team can use.

  • Be curious — and be opinionated. He opened and closed on it. Called it by far the best skill you can have, in the job and out of it. The world changes a lot; people don’t.
  • What a planner is. The person who informs what the work says and why that will work — bridging a client’s business problem and the creative idea that answers it, by representing the audience in the process.
  • Where it sits. Client (what problem is there?) → Strategy (how does this affect the audience?) → Creative (what entertains and gets remembered?). The strategist owns the middle.
  • Planning was invented by Stephen King at JWT London, in the Planning Guide, March 1974. Still basically the definitive text.
  • The line from it. “A systematic approach to planning advertising has to do more than simply control and discipline. It must actively stimulate imagination and creativity.”
  • The tension it solves. Advertising is a long series of unique things, each needing to be creative in its own way — so a method that makes work repeatable risks making it dull.
  • Four rules a planning method must satisfy. Realistic (based in practice, evolvable by individuals); pragmatic (simple, memorable, easy to follow); fundamental (coherent theory of how advertising and communication work); structured (a framework imagination can work inside).
  • Three flavours of planner. Brand planner — what’s said and why. Comms planner — where, when and in what order it’s seen. Media planner — who sees it and how, technical, almost no creative element.
  • Brand planning is the underlying message. Not “just do it” — it’s “I can be an athlete if I just try”.
  • Five things the job involves. Reading, research, writing, consulting, leading. Writing is the real skill — a single-page brief that inspires the creatives.
  • Strategists carry the client relationship. They understand why penetration beats sales; creatives less so. The job is finding the real problem, not the sales number.
  • His path. General Pants work experience → TAFE → UNSW → Boost Mobile → Billabong → VML → Society Social → Connecting Plots → Cummins & Partners. One week of work experience got him a decade of jobs.
  • People who get jobs know people. Have relationships. Talk to people. If someone offers you work experience, invest in it.
  • What changed with seniority. Early value was volume — quick and productive. Now: less output, higher quality, value from influence over how the agency sees the problem.
  • On social media: stop thinking like a user. Media inside social is cheap; leverage scale. Don’t blend in with the algorithm — stand out. Don’t try to scam it, it’s a black box. Get to a number mathematically relevant to your company’s size.
  • The campaign process. Kickoff → client brief → creative brief → creative development → creative idea → executional development → integrated plan → creative production → campaign report.
  • The strategist’s four steps. Discover, synthesis, plan, instruct.
  • The first job is subtraction. A client hands you five pages with everything under the sun. Your job is to make it simple and sweet.
  • The 5Cs, for the discover stage. Company (what’s happening with the client we can use), culture (what’s influencing the world the brief lives in), category (what’s happening in the market), connections (what we can use about the medium), consumer (what’s happening in the audience’s world). Largely desk research.
  • Bernbach on insight. “Nothing is so powerful as an insight into human nature — what compulsions drive a man, what instincts dominate his action, even though his language so often camouflages what really motivates him.” See the VW snowman and Lemon ads.
  • Understanding people is the most powerful skill. Observe, analyse and be entertained by how strange people are. Frameworks get you there with discipline; they aren’t the insight.
  • GET / WHO / TO / BY. Get inspiring athletes, who just did this, to repurchase, by reminding them of something.
  • Opportunity / challenge / truths / answer — the more analytical framework.
  • The single-minded proposition is the hardest thing on a brief and the most misunderstood. It is an invitation, not a claim. Not “our chocolate is the richest” but what the richest chocolate tastes like — and this is ours.
  • Why single-minded is hard. Storytelling runs on tension, and tension needs two things. Getting to one idea fights the instinct.
  • How to write a brief. Gather everything; write the task as plainly as possible; get to a point of view; rewrite and recap.
  • The planning cycle. Where are we → why are we there → where could we be → how could we get there.
  • The Effie is the strategist’s award — and in his view the only one that matters. It takes a 4,000-word essay proving the campaign worked. It matters because strategy leads to profit, and profit is what clients care about.
  • We owe our clients, and everyone they work with. If the agency does a bad job, the agency probably won’t get fired — the factory workers will. What’s owed: effort, expertise, objectivity, rigour and thought, insight, creativity.
  • To get effective: learn, process, apply. And “nobody reads advertising. People read what interests them; and sometimes it’s an ad.” (Howard Gossage)
MKTG 3600 Lecture Notes · condensed from the full notes on this page
Who is speaking

Tim Collier is National Head of Strategy at Cummins & Partners — an independent, full-service agency owned by Sean Cummins, and smaller now than it was when it started.

His agenda for the hour, in his own framing: what the hell do I do, how the hell did I get here, how do I do it, and why should we care.

The thing he said twice

Be curious. Or you won’t have a very interesting career. He called it by far the best skill you can have, and came back to it as the closing line of the lecture — be curious, and be opinionated.

An aside he opened on: some research shows that by far the best way to learn is writing by hand, not typing on a laptop. And the reason any of this holds up over time — the world changes a lot, but people don’t.

01What a planner actually does

The job has an unhelpful number of names. Planner, strategist, brand planner, account planning, solutions architect — all the same role.

The definition worth keeping

We’re the people who inform what the work says, and why that will work.

We bridge the gap between a client’s business problem and the creative idea that answers it. And we do that by representing the audience in the advertising process.

That last clause is the one that separates the job from account management. Everyone else in the room represents the client or the work. The strategist is the only person whose job is to speak for the person the advertising is aimed at.

If you want to see the shape of it dramatised, he said: watch Mad Men.

02Where it sits in the process

StageThe question it answers
ClientWhat problem is there?
StrategyHow does this affect the audience?
CreativeWhat entertains and gets remembered?

Three steps, and the strategist owns the middle one. The client arrives with a business problem; the creative team needs something that will hold attention. Strategy is the translation between the two.

03Where planning came from

The whole thought process was invented by Stephen King at JWT London, who published the Planning Guide in March 1974. That document is the birth of planning, and Tim’s view is that it is still pretty much the definitive guide.

A systematic approach to planning advertising has to do more than simply control and discipline. It must actively stimulate imagination and creativity.

Stephen King, Planning Guide, 1974

The tension it was written to solve: advertising is a long series of unique things, and each one needs to be creative in its own way. So any method that makes the work repeatable risks making it dull — which is the opposite of the job.

The four rules a planning method has to satisfy

RuleWhat it means
RealisticBased in practice. It should not impose an external structure on the normal patterns of work, and it has to be capable of development and evolution by the individuals using it.
PragmaticIt must actively help people produce advertising that is both creative and relevant — simple, memorable, easy to follow.
FundamentalSoundly based on coherent theories of how advertising contributes to marketing, how communication works, how people create new ideas, and how people work together productively.
StructuredIt must set a framework within which imagination works — breaking complex processes into stages, setting disciplines, and providing regular evaluation.
Why simplicity is not optional

Creatives work in the zone. The job is subverting norms and finding new ideas, and “that’s been done before” is a genuine objection. A strategist walks in asking “is it on brief, will it work?” — which only lands if the planning behind it is simple enough to argue with and coherent about how advertising actually works.

04Three flavours of planner

What Stephen King invented has since split into three jobs, and they sit at different distances from the creative work.

RoleOwnsIn practice
Brand plannerWhat’s said, and whyThe underlying message. Not “just do it” — it’s “I can be an athlete if I just try”. Thinks about legacy.
Comms plannerWhere, when and in what order it’s seenThe pragmatic side. So many channels now that sequencing across a campaign is its own discipline.
Media plannerWho sees it, and howTrade desks, digital algorithms, individual audience targeting. Much more technical, and almost no creative element.

One thing he was clear about: if you do strategy, you do strategy. It isn’t tied to one type of media, and it is used across every kind of agency.

05What the job involves

 TaskWhat it actually means
01ReadingUnderstanding markets, audiences, trends and the environment the advertising is going into. Market reports, market share, the numbers.
02ResearchGetting to the fundamentals and a perspective — making it all make sense, finding the better analogy.
03WritingThe real skill: a command of language. Creatives need to be entertaining; the strategist is simplifying and getting to the core. The output is a single-page brief that inspires them.
04ConsultingThe strategist understands why penetration beats sales and why; creatives less so. Strategists have the closer relationship with the client, and the job is finding the real problem, not just the sales number.
05LeadingLeading the agency in driving creative towards an effective result. Taking command of the creative process.

06How he got here

He grew up in Cronulla and wanted to be a graphic designer for General Pants. He ended up on work experience in their marketing team instead — partly because it looked less chained to a desk — and never worked in one of the stores.

The part worth stealing

The people he met in that one week of work experience got him a decade of jobs. If someone offers you work experience, invest in it. Do the twelve-hour days.

StepWhat it was
General PantsWork experience in the marketing team
TAFEDiploma in marketing
UNSWDegree
Boost MobilePrepaid phones
BillabongDigital brand manager — built three of their ecommerce sites
VMLNow the biggest agency group, owned by one of the big three holding groups. Lots of different brands.
Society SocialSocial media strategy
Connecting PlotsJoined because an agency’s success is tied to having a vision and being able to execute it in the market
Cummins & PartnersJoined because the owner really knew what they wanted to do and where they wanted to go

The through-line he drew: people who get jobs know people. Have relationships. Talk to people.

What changed between then and now

Early on, his value was running around doing things — being quick and productive, pumping out volume. Now he does less. Less output, higher quality, and the value comes from influence on the agency: getting other people to see things in a way that is valuable to the client.

07An aside on social media

If you are a business using social media, stop thinking like a user.

Tim Collier
  • Media inside social is very cheap. If you can leverage scale, the advertising is powerful.
  • Word of mouth — people talking inside social — is just as good.
  • Don’t try to blend in with the algorithm. Your job is to stand out.
  • Don’t try to scam the algorithm either. It’s a black box.
  • Get to a number that is mathematically relevant to the size of your company, or it isn’t worth doing.

08The campaign process

Nine stages from kickoff to report.

View the diagram — the campaign process
Campaign kickoff Client brief Creative brief Creative development Creative idea Executional development Integrated plan Creative production Campaign report

The nine stages a campaign runs through. Joe’s notes marked some of these as the steps the strategist owns rather than the agency as a whole, but the bolding did not survive the paste — so none are marked here rather than marking the wrong ones.

And the strategist’s four steps

Running underneath that, the strategist’s own sequence: discover, synthesis, plan, instruct.

The first job is subtraction

A client will hand you a five-page brief with everything under the sun in it — far more detail than you need. Your job is to make it simple and sweet. Synthesis is where most of the value is added.

09The 5Cs

The framework for the discover stage — the elements that will influence whether the work succeeds. Largely desk research.

CThe question it asks
CompanyWhat’s happening with the client that we need to use?
CultureWhat’s influencing the world the brief lives in?
CategoryWhat’s happening in the market that we can use?
ConnectionsWhat can we use about the medium?
ConsumerWhat’s happening in the audience’s world?
View the diagram — the 5Cs framework
THE BRIEF Company Culture Category Connections Consumer LARGELY DESK RESEARCH

The five places to look before writing anything. Each one asks a different question of the same brief — the table above spells them out. Mostly desk research, which is the point: it is the cheap work you do before you spend anyone’s money.

Beyond desk research, the primary work: focus groups, and sometimes an online survey. He still gets to sit in on groups occasionally.

His actual advice about focus groups

Sign up for some. It’s free money — and don’t tell them you study marketing.

10Insight: what compulsions drive a man

At the heart of an effective creative philosophy is the belief that nothing is so powerful as an insight into human nature — what compulsions drive a man, what instincts dominate his action, even though his language so often camouflages what really motivates him.

Bill Bernbach

Every set of notes recorded this quote, which tells you how much weight he put on it. The work is to observe, analyse and understand people and their strange behaviours — and to be entertained by how strange people are. He mentioned dating a psychologist as an occupational advantage.

For the Bernbach work itself, he pointed at the Volkswagen ads — the snowman one, and Lemon.

The claim underneath the whole lecture

Understanding people is the most powerful skill in the job. Frameworks exist to get you there with discipline and consistency — they are not the insight itself.

11The brief frameworks

GET / WHO / TO / BY

The basic outline of a creative brief. His worked example:

SlotExample
GetInspiring athletes
WhoJust did this
ToRepurchase
ByReminding them of something

Two sets of notes recorded the last slot as “buy” rather than “by”. The worked example only makes sense with by — it’s the mechanism, not the purchase — so that’s what is used here.

Opportunity / Challenge / Truths / Answer

The more analytical of the two. Tim used to work for the person who built this framework and wrote a textbook on it.

12The single-minded proposition

The most classic output on a brief, the hardest thing to get right, and the most misunderstood.

His way of explaining it

When he hears “proposition”, he thinks of someone trying to get you into bed. You’re trying to entice someone quickly. It is almost always positive, it is a request, and above all it is an invitation.

Which is why a statement of fact fails the test. “Our chocolate is the richest” is a claim, not an invitation. The proposition is what the richest chocolate tastes like — and this is ours.

Why single-minded is hard, especially for creatives

Storytelling runs on tension, and tension exists between two things. So the thing that makes a story work is structurally the opposite of being single-minded. Getting to one idea is a fight.

One test recorded in the notes: what is the first thing that comes to mind? New York, the Statue of Liberty. Sydney, the Opera House. That is what single-minded looks like from the outside.

13How to write a brief

Four steps, attributed in one set of notes to the BBH planning department.

  1. Gather everything.
  2. Write the task as plainly as possible.
  3. Get to a point of view — take a distinct, opinionated strategic stance.
  4. Rewrite and recap.

Step three is where the opinionated half of “be curious and be opinionated” earns its place. A brief without a point of view is a summary, and a summary doesn’t stimulate anything.

14The cycle continues

The planning cycle, which comes from the same Stephen King lineage:

  • Where are we?
  • Why are we there?
  • Where could we be?
  • How could we get there?
Incomplete in the notes

Two sets record a fifth step here but neither captured what it was. Left out rather than guessed — worth checking against the slides.

15Why you should care

Marketing science

All the ways that have been studied and proved that marketing works on people. The point of knowing it is that it is what separates an argument from an opinion when you are in the room.

The Effie

The award strategists win. His view of the creative awards was blunt — this is the only one that matters.

  • To win one you have to write a 4,000-word essay proving your campaign worked.
  • Hard to win, but it matters to clients, because strategy leads to profit.
  • Profit is the only thing clients care about.

We owe our clients — and everyone they work with

The argument

KitKat has a team of about five marketing people and fifteen sales people. Everyone does their job trusting that everyone else is doing theirs.

If the agency does a bad job, the agency probably won’t get fired. The people in the factory will.

So what is owed, in his list: our effort, our expertise, objectivity, rigour and thought, insight, and creativity.

16How to actually get effective

Three words, in order: learn, process, apply.

Which brings it back to where he started. Be curious — and be opinionated.

Nobody reads advertising. People read what interests them; and sometimes it’s an ad.

Howard Gossage
← All weeks
Week 8 · Guest lecture

Creating advertising that works

AB
Andrew Baxter
Chair — Australian Pork Limited
Notes contributed by
DanielleJoeMattieZea
Week 08 · One-page summary

Creating advertising that works

Andrew Baxter · Chair, Australian Pork Limited

Twenty-six years of running agencies, boiled down: advertising is simple — right message, right person, right place, right time — and the job is keeping it that way while everything around it gets complicated.

  • The fundamentals don’t change. The 4Ps are the same; what changes is how marketing gets executed.
  • His path. Gillette → Y&R → Advertising Associates → Ogilvy (ran it nationally) → Publicis (ran it) → KPMG. Now a portfolio career of boards and advisory roles, including chair of Australian Pork, the Sydney Symphony Orchestra and Foresters Financial.
  • Pick your side. Agency means jumping around and never knowing what the day holds; marketing management means going deep for big impact; consulting sits in between with six-week deep dives.
  • The word itself. Latin ad vertere — “to turn the mind toward”. Teach people about something and convince them to buy it.
  • A long history. Posters at Pompeii (1st century) and in India (~2000 BC). Modern advertising starts in the 1920s. Town crier → posters → flyers → newspapers → radio → TV → internet → social.
  • Go where the eyeballs are. It used to be the TV. Now it is the phone.
  • About 80% science, 20% art. Creativity is subjective, but most of the job is now measurable.
  • In Australia, advertising must be truthful. Fines run past $1 million — bring the receipts. The one category where you can lie is politics, because a court ruled there has to be a financial outcome.
  • Kahneman: we buy on intuition. Around 95% of purchase decisions are intuitive, not rational. We buy, then post-rationalise — and rational advertising mostly helps people do that.
  • The Effies are the awards that link advertising to sales.
  • Advertising is simple. Right message, right person, right place, right time. KFC and McDonald’s change their screens by hour — tradies at 3pm, family meals at 6pm.
  • Four steps. Strategy (the message) → idea → make it (the step that doesn’t always work out) → place it (which media, when, how).
  • Advertising is complex. Behind each step is a whole workforce. Strategy is about 10% of an agency and everyone wants to work there; ideas are about 30%.
  • You get 15 words or less. A billboard gets a two-second glance; the best ones use six words or fewer.
  • One message per ad. “Powerful wash in cold water.” Don’t try to do several, and don’t get too clever.
  • The funnel. Awareness → knowledge (understand it) → liking → preference (like it more than the others) → conviction → purchase.
  • Reach and 3+ frequency. Get the message to around 65% of the audience at least three times.
  • Kraft Easy Mac. Sell to mums, for teenage boys who get home hungry. One thing to say: fills them up, fast to make. “Kill hunger fast” became “the hunger blaster” when the client balked at “kill”.
  • What the most effective advertising is. Famous (72% of famous campaigns outsell competitors), emotional (62% success), single-minded, memorable — storyline, vernacular, music, colour, tagline, media.
  • Differentiation is the most important brand driver, ahead of relevance, esteem and knowledge.
  • John Lewis, Monty the Penguin (2014). Broke from same-looking Christmas ads with emotion: £132m extra sales, £33m extra profit, 8:1 ROI. Create famous work that works.
  • AI. Research, market context, synthetic audiences, and many versions of content to test and learn. Nine in ten marketing teams already use it in at least one workflow.
  • The rise of ROI. Marketing mix models show which channels combined to produce a result — a successful campaign averages 10.2 channels.
  • The rise of digital. Now about 60% of media spend, led by Google, Meta and Amazon.
  • John Singleton: advertising exists to sell. But not always — sometimes it exists to change behaviour.
MKTG 3600 Lecture Notes · condensed from the full notes on this page
Who is speaking

Andrew Baxter is Chair of Australian Pork Limited, after 26 years in agencies. His framing for the hour: the 4Ps don’t change, but how we execute marketing feels like it is changing.

One line he opened with: advertising is a bit like selling fresh air.

01Six companies, then a portfolio career

He has worked for six companies:

  • Gillette
  • Y&R — now VML, owned by WPP
  • Advertising Associates
  • Ogilvy — ran it nationally
  • Publicis — ran that too
  • KPMG — consultants edging into the agency space

He met Ange as the client, at Colgate, while he was on the agency side. He called advertising a young person’s game — it runs on energy and vibe, and agencies are a bit ageist about letting older people go, though mostly that comes down to cost.

Now it is boards and advisory roles. The ones recorded in the notes:

RoleWhat it is
Australian Pork — ChairThe industry body for pork
Sydney Symphony Orchestra — Chair—
Foresters Financial — Chair—
OzHarvest — BoardPicks up leftover food, cooks it and gives it to people who are homeless; around 70 million meals a year
Jwing — Chair (recently)A private equity firm that owns social media and brand agencies
AIA — Agriculture Innovation AustraliaA mini CRO that builds small innovative products for farms, including a free app for reporting carbon emissions
BGH Capital — AdvisoryThe largest Australian private equity firm

He also runs three podcasts: Next on the Menu (for Australian Pork, with someone from The Block), Creative Comeback and The Marketing Commute. Joe’s notes also list “24 hour business plan” among the advisory work. His site is andrewbillybaxter.com.au.

Which side of the career do you want?

Agency — jumping around. What he loved about it was never knowing what was going to happen that day, and the diversity of the work.

Marketing management — deep diving, and big impact.

In the middle sit the consulting businesses like KPMG, doing six-week deep-dive projects.

02A short history of advertising

The word comes from the Latin ad vertere — “to turn the mind toward”. Teach people about something and convince them to buy it: advertising as a way of changing behaviour.

  • The oldest evidence is at Pompeii — signs pointing to shops, written in Latin. Poster advertising has been found there from the 1st century, and in India from around 2000 BC.
  • Modern advertising started in the 1920s, when mass advertising arrived alongside printing, window shopping and photography.
  • The channels since: the town crier, posters and billboards, flyers, newspapers, radio, TV, the internet and social media.

The goal, mostly, is to get the brand in front of as many people as you can. A niche brand maybe not — but if you are big, go big. And that means asking where the most eyeballs are right now. It used to be TVs. Now it is phones.

03Science or art?

Creativity is an art and is seen as subjective — Zea’s notes record a sunset painting as his example. Its job is to create an emotion and draw people into something they remember. But asked whether advertising is science or art, his answer was probably 80% science and 20% art nowadays.

Creativity is still a big part of it. “Creative thinking has sparked successful global concepts” — Disneyland, McDonald’s and Starbucks were the examples.

04All advertising has to be truthful

The rule in Australia

You cannot lie. False advertising means fines of more than $1 million, so bring the receipts — claims have to be backed by research, which is why you see phrasing like “we believe that…”.

The one category where you can lie is politics. In 2000 someone took a political party to court for misleading and false advertising, and the court ruled there had to be a financial outcome. Political advertising has no financial implication, so false claims aren’t caught. His example was Clive Palmer running ads claiming the Liberals and Labor were trying to sell airports to the CCP.

05Kahneman: we buy on intuition

Daniel Kahneman won a Nobel prize for his work in behavioural economics — how consumer behaviour produces economic outcomes. His subject was the biases of our intuition and decision making: understanding what makes people buy things, and finding that biases are what make our decisions.

The number

What percentage of your decisions are rational versus emotional? About 95% of purchases are intuitive, not rational. We post-rationalise — buy it, then justify it later. A lot of rational advertising exists to help people do that.

Three sets of notes recorded 95%; one recorded 96%. The takeaway is the same either way: emotion beats reason, so advertising should lean emotional to drive the emotional decision.

The intuitive system is more influential than you think…

Daniel Kahneman

06The Effies, and the lamb problem

Under the history of creativity and creative thinking, he pointed to the Effie awards — reliable, global, and the best direct link between advertising and sales. Share a Coke, with names on the bottles, was one example recorded.

And one from closer to his current job: every year lamb sales go up around Australia Day. The advertising worked so well that people now think lamb is only for Australia Day — so lamb sales at other times go down.

07Advertising is simple

The whole job in four parts

Right message → right person → right place → right time.

Our job is to simplify the complex.

The example: KFC and McDonald’s change their screens at different times depending on who is coming in. 3pm targets tradies; 6pm is family meals. Right person often means the audience on their own channels — the followers of the brand’s Instagram, for instance.

The same simplicity applied to the process:

StepWhat it meansHis example
StrategyWhat message are you trying to get across? You only get a quick window.Rewarding Australia’s safest drivers
IdeaTurn that strategy into an ideaRhonda, the safe driver who gets to go overseas
Make itGet a film director and so on — this step doesn’t always turn out—
Place itWhich media, when, how—
Names as heard

The notes spell the example “Ronda”, and separately flag “Kiss me katoot” as a great ad. Together with the safe-driver strategy, this reads as AAMI’s Rhonda and Ketut campaign — worth checking against the slides.

08Advertising is complex

Behind each of the four steps sits a whole set of roles.

StepWho does it
Strategy — about 10% of an agencyStrategists, data analysts, media planners, consultants, researchers, insights, customer experience, channel planning
Idea — about 30% of an agencyCreatives, writers, art directors, designers, user experience, engagement
Make itPrint producers, developers, TV producers, film directors, sound design, music, account managers
Place itExperts in each channel: digital, TV, radio, outdoor, print, website, app, mail/email, programmatic, social

Strategy is the smallest part of an agency and the part everyone wants to work in.

The account manager

Effectively the project manager. They are the front person who talks to the client, works with strategy, takes a brief back to the strategy team, and drives the whole thing along — so the client always knows what’s happening.

09Fifteen words or less

You have 15 words or less to convince someone. A billboard gets a two-second flash as someone drives past, and the best billboards use six words or fewer. Which means understanding the audience’s habits — how they actually meet the message.

A good exercise online: what’s the most powerful first sentence you can write in six words?

And the things that work last. “Lucky you’re with AAMI” was made about 30 years ago, and the jingle is still very relevant.

10Client and agency: one message

Just do one

A single message in an ad. Don’t try to do multiple. Powerful wash in cold water is a simple concept. Tell the simple message well — and try not to get too clever.

The question to keep asking: what is the most powerful single message?

11The funnel, and reach

StageWhat it means
Awareness / KnowledgeUnderstand the product — e.g. “we want to increase our awareness by 10%”
Liking / PreferenceLike it better than the others
Conviction / PurchaseDecide to go and buy it

An aside on the middle row: branding comes from branding animals, and the perception that those animals were better.

Reach and 3+ frequency

The message needs to reach up to 65% of the audience at least three times.

Three sets of notes recorded 65%; one recorded 60%.

12Creating advertising: Kraft Easy Mac

The worked example was the Kraft Easy Mac TVC from 2010, a product Ange launched. It was targeted at young boys getting home from school hungry.

Brief questionEasy Mac
What’s the problem?Lots of other snacks and light meals
Who are we selling to?Mums (the buyers), for their teenage kids (the influencers and consumers) — so it has to reach both
Something we know about themThey need quick and easy, and want to stop the teenagers nagging
Why will they want to buy it?It quickly fills up their teenager’s tummy
Something different about the productQuick to make (for mum or the teenager) and filling (for the teenager)
The one thing we want to sayFills them up, fast to make
Why will people believe it?It’s pasta in the microwave
How should we talk about it?The tone of the brand

Then the storyboard:

A hungry teenage boy wanders the suburbs in search of food. He yanks the wall off a bakery…

The line that got changed

The line was “Kill hunger fast.” The client wanted to change “kill” to something else, and it became Easy Mac, the hunger blaster — not as good. The lesson Mattie recorded: check the wording and titles in an ad are appropriate to run globally, especially for a large company.

The challenge now is rolling one idea out in different forms, not just TV — different sizes for TikTok, Instagram and so on. Managing multiple channels is the modern problem.

13What the most effective advertising is

From research by a UK advertising body into what the most effective campaigns have in common:

  • Famous — 72% of famous campaigns outsell their competitors. Make it good and it stays there for years.
  • Emotional — emotional campaigns are successful 62% of the time.
  • Single-minded — super single-minded.
  • Memorable — through storyline, vernacular, music (the ear worm), colour, tagline, logo, and media. New media comes out and you use it for the first time — like the Goodyear blimp.

14Differentiation, and John Lewis

Of the four brand drivers, differentiation is the most important — then relevance, then esteem, then knowledge. Differentiation is what makes you stand out, gets the single-minded proposition into the customer’s mind, and is critical to driving margin.

Name as heard

Joe’s notes call these the “ACCA brand drivers”. The four pillars match Y&R’s BrandAsset Valuator, which fits his Y&R background — worth checking against the slides.

The case: until recently, all Christmas ads looked the same — product and price, daily promotional offers, tagline and website, catalogue, newspaper, TV, red, green, silver, snow, Santa. Losing relevance, and highly competitive.

John Lewis tapped into emotion instead, changing the message to gifts to dream of — give someone the Christmas they’ve been dreaming of — and bringing the emotion of Christmas back into advertising.

Monty the Penguin, 2014

£132 million of extra sales, £33 million of extra profit, and an ROI of 8:1. Emotive campaign, high payback.

They followed it with the 2018 piano ad featuring Elton John — some gifts are more than just a gift. The point: create famous work that works.

15The art of storytelling

Branding leads to storytelling, and storytelling starts with understanding what the brand’s values are. Campaigners should realise they have a good story to tell.

16The role of AI

  • Research — so fast to find information.
  • Market context and competitive analysis — a complete intranet-style site you could read for half a day.
  • Synthetic audiences — a digital twin of the audience.
  • Marketing content — multiple versions, test and learn. Useful for retail clients who need lots of different formats, and used heavily in tourism.
  • Smart video — AI editing, CRM and distribution.
The numbers

Almost two-thirds of Australian business content will be AI-generated by 2027, and nine in ten marketing teams already use AI in at least one workflow. Danielle’s notes add that AI may eventually power around 60% of each area of marketing — strategy, SEO and so on.

17The rise of ROI

Marketing mix models: you plug all your information in, and the model predicts which combination of channels came together to produce the outcome. The question it answers is what mix of media brings the highest return.

The average number of channels behind a successful campaign is 10.2.

18The rise of digital media

Digital is now about 60% of media spend, leaving only 40% on the older forms — so less room for agencies in that space.

Who makes the most from advertising, top to bottom: Google, Meta, Amazon, YouTube, TikTok, Snapchat, X, Pinterest, Netflix. That is where the eyeballs are — you can put a banner on Amazon.

Loose ends in the notes

Joe’s notes record “Kmart makes $6 billion in sales” here without the point it was making.

They also record Ramon Hamon (spelling as heard): a campaign that lifted 4.1% in four weeks, with the next version showing Aussie men cooking at home whose wives think they look like Ramon Hamon. Worth checking against the slides.

19Advertising exists to sell — mostly

Advertising exists to sell.

John Singleton

But not always. Sometimes it exists to change behaviour. The ad recorded as an example: DrinkWise’s Kids Absorb Your Drinking.

Student-run notes archive for MKTG 3600 Marketing Principles. Merged from notes shared by classmates — corrections and additions welcome.