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USB Process

09.01.22

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Project Process.

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Process Document

Status Sheet

Every Monday there will be a full team status meeting to review the upcoming week(s) of work coming down the pipeline. Everyone on USB is required to attend (Account, Strategy, Creative, UX, Media, PR) along with a key member of the production department (Cheryl) and the experiential department.

  • Attendees : �Account, Strategy, Creatives, Project Management, PR
  • Attendees from other departments (Based on work that is ongoing with these departments) : �Production: Cheryl Rockwell, Experiential: Lisa Lawless, UX: Ross Houser, Media: Cassie Chappell

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Project Process

  • Project Intake Document : �RESPONSIBLE PARTY: Account & Strategy
  • Brief Development :�RESPONSIBLE PARTY: Strategy ATTENDEES: Strategy, Creative lead, Account lead (tbd depending on the project)
  • Project Kick-Off (huddle):�RESPONSIBLE PARTY: PM. ATTENDEES: Account + Strategy + Creative Lead + Creatives (social/digital/experiential) + PR + Media, PM
  • Creative Review (creative team discussions and collaboration):�RESPONSIBLE PARTY: Creative Leads ATTENDEES: Creatives (social/digital/experiential) + Strategy
  • Internal Review : �RESPONSIBLE PARTY: PM. ATTENDEES: Creatives (social/digital/experiential) + Strategy + PR + Media + Activation Producer
  • Client Meeting : �RESPONSIBLE PARTY: Account Lead ATTENDEES: Full-team
  • Debrief (retro meeting or email/report): �RESPONSIBLE PARTY: Account Lead RESPONSIBLE PARTY: Account Lead ATTENDEES: Full-team

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The Huddle.

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The Huddle

Once the brief is developed by strategy, the creative directors and account director along with the project management team will meet to discuss brief development feedback. The project manager will then hand off the project to a producer if needed. i.e pulling in PO's or video, experiential producers.

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The Kick-off.

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The Kick-off

The kick-off meeting will be a presentation by strategy and account of the creative brief document to the full team that will be involved in the project. This will serve as the official beginning of the creative project by defining the strategy that creatives will then create from. Schedule and assignments are assigned by the project manager.

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Internal Reviews.

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Creative Review #1

The first IR will be a review of creative territories developed by the creative team at a high level, we call these “Concept Statements”. Concept statements are a paragraph that describes the creative territory/concept for said project. The creative director and creatives will help define what themes are to be blown out into execution. This is a high level concept territory meeting.

Deck to be used for this meeting

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Creative Review #2

The second IR will be a review of creative themes and their creative executions per theme. The creatives will present ideas to the creative director. This will be about diving into executions per theme and choosing which are the strongest executions for the theme.

It will also serve as a review of the full deck going to client. All roles will be assigned which slides they are speaking to. The full team will present the deck as a dry-run before the client meeting. The deck will be populated with all slides from all departments and will run through proofreading at this time.

Deck to be used for this meeting

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Internal Review #1

The third IR will be a review of the full deck going to client. Before this meeting, all roles will have been assigned which slides they are speaking to. The full team will present the deck as a dry-run before the client meeting. The deck will be populated with all slides from all departments.

Deck to be used for this meeting

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Client Meeting.

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Client Meeting

The client meeting will be the presentation of the deck to client. Account will collect feedback from this meeting to be put in a conference report. The conference report will be presented at the debrief meeting following this one.

Deck to be used for this meeting

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Debrief Meeting.

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Debrief Meeting

The debrief meeting will be lead by the account lead to go over the conference report, coming out of the client meeting. Next steps will be assigned.

Deck to be used for this meeting

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Social Process.

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Social Roles

  • Account Management : Greta Bierbaum + Lisa Dombrowski
  • Content Creators : Taylor Enderle + Suz Stapler
  • Social Strategy : Laura Wolf
  • Group Creative Director : Katy Walker
  • Content Technology Supervisor : Baylee Cummins
  • Project Manager : Joey Wheelhouse

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Project Process

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  • Brief Development :�Strategy
  • The Huddle :�Strategy + Creative Lead + Account Lead + Content Strategy Supervisor + Activation Producer
  • Project Kick-Off : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Activation Producer
  • Brainstorm : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Strategy + Activation Producer
  • Internal Review #1 : �Creative Lead + Creatives + Content Strategy Supervisor + Activation Producer
  • Internal Review #2 : �Executive Creative Director + Creative Lead + Creatives + Content Strategy Supervisor + Account Lead + Strategy + Activation Producer
  • Client Meeting : �Full-team
  • Debrief : �Full-team

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Social Process

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  • Brief development is created 2 weeks prior to the week we are posting on a Monday. ( Ethan + Baylee/Caitlyn )
  • The huddle to refine the brief happens that Monday afternoon. ( Baylee/Caitlin + Ethan + Katy )
  • Kick-off of the brief for creatives happens the following Tuesday morning. ( Hannah + Baylee + Ethan + Katy + Chris + Matt + Suz )
  • Brainstorm with full team Tuesday early afternoon.
  • Creatives work to create social for all channels Tuesday + Wednesday. ( Chris + Matt + Suz )
  • IR 1 review Thursday morning ( Katy + Baylee + Chris + Matt + Suz )
  • IR 2 review Thursday late afternoon ( Full team )
  • Creative working day on Friday. ( Chris + Matt + Suz )
  • Baylee then works to compile assets and link to pertinent accounts on following Monday before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Hannah to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Baylee schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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Experiential Process.

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Social Roles

  • Account Management : Greta Bierbaum + Lisa Dombrowski
  • Content Creators : Taylor Enderle + Suz Stapler
  • Social Strategy : Laura Wolf
  • Group Creative Director : Katy Walker
  • Content Technology Supervisor : Baylee Cummins
  • Project Manager : Joey Wheelhouse

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Project Process

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  • Brief Development :�Strategy
  • The Huddle :�Strategy + Creative Lead + Account Lead + Content Strategy Supervisor + Activation Producer
  • Project Kick-Off : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Activation Producer
  • Brainstorm : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Strategy + Activation Producer
  • Internal Review #1 : �Creative Lead + Creatives + Content Strategy Supervisor + Activation Producer
  • Internal Review #2 : �Executive Creative Director + Creative Lead + Creatives + Content Strategy Supervisor + Account Lead + Strategy + Activation Producer
  • Client Meeting : �Full-team
  • Debrief : �Full-team

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Social Process

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  • Brief development is created 2 weeks prior to the week we are posting on a Monday. ( Ethan + Baylee/Caitlyn )
  • The huddle to refine the brief happens that Monday afternoon. ( Baylee/Caitlin + Ethan + Katy )
  • Kick-off of the brief for creatives happens the following Tuesday morning. ( Hannah + Baylee + Ethan + Katy + Chris + Matt + Suz )
  • Brainstorm with full team Tuesday early afternoon.
  • Creatives work to create social for all channels Tuesday + Wednesday. ( Chris + Matt + Suz )
  • IR 1 review Thursday morning ( Katy + Baylee + Chris + Matt + Suz )
  • IR 2 review Thursday late afternoon ( Full team )
  • Creative working day on Friday. ( Chris + Matt + Suz )
  • Baylee then works to compile assets and link to pertinent accounts on following Monday before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Hannah to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Baylee schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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Broadcast Production Process.

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Broadcast Roles

  • Account Management : Greta Bierbaum + Lisa Dombrowski
  • Content Creators : Taylor Enderle + Suz Stapler
  • Social Strategy : Laura Wolf
  • Group Creative Director : Katy Walker
  • Content Technology Supervisor : Baylee Cummins
  • Project Manager : Joey Wheelhouse

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Project Process

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  • Brief Development :�Strategy
  • The Huddle :�Strategy + Creative Lead + Account Lead + Content Strategy Supervisor + Activation Producer
  • Project Kick-Off : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Activation Producer
  • Brainstorm : �Account + Content Strategy Supervisor + Creative Lead + Creatives + Strategy + Activation Producer
  • Internal Review #1 : �Creative Lead + Creatives + Content Strategy Supervisor + Activation Producer
  • Internal Review #2 : �Executive Creative Director + Creative Lead + Creatives + Content Strategy Supervisor + Account Lead + Strategy + Activation Producer
  • Client Meeting : �Full-team
  • Debrief : �Full-team

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Broadcast Process

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  • Brief development is created 2 weeks prior to the week we are posting on a Monday. ( Ethan + Baylee/Caitlyn )
  • The huddle to refine the brief happens that Monday afternoon. ( Baylee/Caitlin + Ethan + Katy )
  • Kick-off of the brief for creatives happens the following Tuesday morning. ( Hannah + Baylee + Ethan + Katy + Chris + Matt + Suz )
  • Brainstorm with full team Tuesday early afternoon.
  • Creatives work to create social for all channels Tuesday + Wednesday. ( Chris + Matt + Suz )
  • IR 1 review Thursday morning ( Katy + Baylee + Chris + Matt + Suz )
  • IR 2 review Thursday late afternoon ( Full team )
  • Creative working day on Friday. ( Chris + Matt + Suz )
  • Baylee then works to compile assets and link to pertinent accounts on following Monday before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Hannah to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Baylee schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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Media Process.

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Media Roles

  • Media Director: Cassie Erdmier
  • Media Manager: Caitlin Dunaway
  • Account Directors: Greta Bierbaum + Jake Piel
  • Account Manager : Lisa Dombrowski
  • Content Supervisor : Laura Wolf + Baylee Cummins
  • Content Creator : Suz Stapler + Taylor Enderle

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Paid Media Process

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  • Content creation happens on a weekly basis where we compile content for the upcoming week to be shared with the client on Tuesday and approved by Friday for scheduling.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • Laken and Baylee then work to compile assets, write copy and link to pertinent accounts on Mondays before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Tori to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Laken schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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Media Process

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  • Internal Monthly Calendar + Hotsheet:

https://docs.google.com/spreadsheets/d/1vQCxCr5Qdo6wj7WsZXJmTnXA2FjBPex1rBEB3q2klrQ/edit#gid=205325247�

  • WAAG Deck:

Client: https://docs.google.com/presentation/d/1GsT-NTTD_ppeM8nEzXw-FCFM-i0GoBcT/edit#slide=id.ge671daec2c_0_232

WIP: https://docs.google.com/presentation/d/1jUAxU8Ai0g44cqw-k1KV2KH6W0tl_6U1/edit#slide=id.ge54ebf831b_0_314

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  • Regulatory Deck:

Client: https://docs.google.com/presentation/d/11R0yBl_6nMpmvvLymWEuQZAcKGtNLsCb/edit#slide=id.ge63aa28580_0_77

WIP: https://docs.google.com/presentation/d/1vr80M65hwGhwwlvR6_bmtakucmuowJar/edit#slide=id.ge50ebf1cf5_0_300

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  • 2TM Ongoing Promo Plan:

https://docs.google.com/presentation/d/1zq9SD-xfDA7W01qwsHQpWXZ3ySlI74xseG5B50kzVkw/edit#slide=id.gdfd5e9a8fd_0_33

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  • Nutrien Ag Solutions Content Strategy:

https://docs.google.com/presentation/d/1zq9SD-xfDA7W01qwsHQpWXZ3ySlI74xseG5B50kzVkw/edit#slide=id.gdfd5e9a8fd_0_33

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UX Process.

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UX Roles

  • Account Manager : Greta Bierbaum
  • Content Supervisor : Ross Hauser

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UX Process

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  • Content creation happens on a weekly basis where we compile content for the upcoming week to be shared with the client on Tuesday and approved by Friday for scheduling.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • Laken and Baylee then work to compile assets, write copy and link to pertinent accounts on Mondays before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Tori to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Laken schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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UX Process

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  • Internal Monthly Calendar + Hotsheet:

https://docs.google.com/spreadsheets/d/1vQCxCr5Qdo6wj7WsZXJmTnXA2FjBPex1rBEB3q2klrQ/edit#gid=205325247�

  • WAAG Deck:

Client: https://docs.google.com/presentation/d/1GsT-NTTD_ppeM8nEzXw-FCFM-i0GoBcT/edit#slide=id.ge671daec2c_0_232

WIP: https://docs.google.com/presentation/d/1jUAxU8Ai0g44cqw-k1KV2KH6W0tl_6U1/edit#slide=id.ge54ebf831b_0_314

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  • Regulatory Deck:

Client: https://docs.google.com/presentation/d/11R0yBl_6nMpmvvLymWEuQZAcKGtNLsCb/edit#slide=id.ge63aa28580_0_77

WIP: https://docs.google.com/presentation/d/1vr80M65hwGhwwlvR6_bmtakucmuowJar/edit#slide=id.ge50ebf1cf5_0_300

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  • 2TM Ongoing Promo Plan:

https://docs.google.com/presentation/d/1zq9SD-xfDA7W01qwsHQpWXZ3ySlI74xseG5B50kzVkw/edit#slide=id.gdfd5e9a8fd_0_33

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  • Nutrien Ag Solutions Content Strategy:

https://docs.google.com/presentation/d/1zq9SD-xfDA7W01qwsHQpWXZ3ySlI74xseG5B50kzVkw/edit#slide=id.gdfd5e9a8fd_0_33

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Email Process.

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Email Roles

  • Account Director : Greta Bierbaum
  • Account Manager(s) : Lisa Dombrowski, Carlee Buckner
  • Product Owner : Ross Houser
  • Email Manager : Jade Lorton (Backup: Ross Houser)
  • Quality Assurance Manager : Haley Hudson

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Email Process

  • We have 5 regularly-scheduled emails each month: USB Weekly and State Weekly, Polly Board Management Report, Soybean Research and Information Network (SRIN) newsletter, Soy Hopper (IRR) newsletter.
  • PR emails, including news releases and media alerts, happen on an as-needed basis, but usually 1-2 emails per month.
  • Less frequent emails include quarterly BioBased Solutions newsletters and Take Action newsletters.
  • Content is either provided by the client (Polly Report) or developed by our internal teams and routed similarly to other written content.
  • The account/PR lead is responsible for creating the email request spreadsheet for each send. The spreadsheet should be copied from the Master, found here, or a previous send.
    • Every email we send must have an email request spreadsheet for QA purposes.

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Editorial Process.

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Editorial Roles

  • Account Manager : Lisa Dombrowski
  • Content Supervisor : Jameson Elder
  • Content Creator : Michelle Nickrent + Chris Smith + Matt Enger + Baylee Cummins

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Editorial Process

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  • NAS to get article topics approved on a quarterly basis.
  • During the third week of every month, we present the client with a programming view of the month to come to ensure they’re aligned with all topics for weekly content.
  • Laken and Baylee then work to compile assets, write copy and link to pertinent accounts on Mondays before sending to internal (Kelly McGough and Bob Wells) for review on Tuesday mornings.
  • Once internal has reviewed, we transfer content from the WIP deck to the client deck and compile an overview note for Tori to share with the client. Once feedback is given, we work to turn around edits and return in a timely manner.
  • After final approval, Laken schedules all content on Sprout Social to go live for the next week and Baylee reviews for final accuracy.
  • In addition, each month we compile any product/service-focused content into a separate deck for our regulatory team’s review. We send this during the third week of each month and ask for approval before the start of the next month for scheduling. We then incorporate all regulatory-approved content into their respective week in the WAAG for final client approval.

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Public Relations.

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Public Relations Roles

  • Account Director : Greta Bierbaum
  • PR Associate Director : Carmen Fenton
  • PR Supervisor : Brad Robb + Michelle Nickrent
  • PR Associate : Kayla Powers

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Public Relations Process

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