The Challenge 1. The transportation industry has a critical, on-going shortage of trained technicians to fulfill the workforce demand; 2. Youth, parents and influencers today do not perceive being a technician or pursuing a technical career in the transportation industry as a desirable pathway due to outdated image and misperceptions. The Solution Fuel an industry-wide alliance to implement a multi-year, comprehensive, unified initiative to address and solve the technician pipeline challenge. Vision for the Initiative’s Collaborative Strategy No one entity can solve the massive technician shortage on its own. It is a deep, industry-wide problem. A multi-faceted, short- and long-term strategy must be implemented by an industry-wide, all boats rise alliance and mindset. Each and every business that depends on trained technicians for its bottom line health and success—every OEM, dealership, service shop, product and parts manufacturer, vendor, retailer— has a role to play, and must contribute to driving this future pipeline. Marketing Collective Voice Hands-on Experiences By industry collectively delivering the unified message that being a transportation technician is a viable, successful, in-demand and valued career path—we sow the seeds together for the future generation of technicians, and all boats rise. Industry Segments Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 1 The alliance welcomes all (no exclusivity rights) companies, businesses, media, industry associations, nonprofits, and grassroots community organizations to participate in fueling the future pipeline and success of technicians. When we speak of the “transportation industry,” we define this as including the following industry segments: Automotive Medium, Heavy Duty Trucks Agricultural & Commercial On / Off Highway Vehicles Collision Repair Motorcycle Marine Aftermarket Businesses Dependent on Fleet Technicians Corporate, Business & Media Partners Industry and Government Associations/Nonprofits Grassroots Community Organizations A Comprehensive Strategy: All Boats Rise The strength of this initiative is that it addresses all the factors contributing to the technician shortage. While initiatives in the past have had some success, they have dealt with only part of the problem. We are facing a complex problem that requires a comprehensive solution; one that addresses all the issues below: Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 2 Target Audience & Message Primary: Predominately parents, and also influencers (mentors, school counselors, church and afterschool youth directors, etc.) of 13-18 year olds drawn to hands-on, do-it-yourself (DIY), mechanically-minded activities. We have coined this target audience as “P.I.P.S.”, parents and influencers of peripheral students. Secondary: 13-18 year olds who are drawn to hands-on, DIY, mechanically-minded activities (“peripheral students”), and/or who have engaged with any of the campaign’s activities. We use the term “peripheral students” to reinforce our search for the outliers, the yet-to-be-discovered prospective technicians, not solely the obvious, already tracking students (such as those enrolled in high school automotive programs, etc.). To seriously increase the pipeline, we need to find end engage the delta, the peripheral kid. Why This Target? Research finds that efforts to simply ‘inspire’ young people to consider careers as technicians will not be successful so long as their key influencers (parents, mentors, youth program directors and teachers and school counselors) continue to dissuade them. Influencers are trapped by outdated images and misperceptions of the technician profession, thus serve as naysayers and gatekeepers rather than advocates and champions for the career path. They hinder both the students’ aspirations and the industry’s future pipeline. Students with the interest and talent to pursue a transportation industry technical career are lost to other pathways because of this loving, but misguided, interference. Key Components – Workforce Education & Repositioning Initiative: Traditional, Digital & Social Marketing Online Video/Digital/Mobile Ad Series Online Parent Portal & Community At-Home Tactile Challenges Trained Tactile, Hands-On Experiences -- ENGAGED Engaged PIPELINE Repositioning Engagement-- ENGAGED Interactive, Two-Way Communications Supporters' Marketing Toolbox Interested Marketing, Communications, Media --INTERESTED Community-Based, Hands-On Programs Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 3 Campaign’s Main Message Steer your kid’s future success. (aka: Help your kids develop their technical talents and passion into a well-paid, high-demand, successful career path in the transportation industry.) Key Components Defined I. Interested Supporters’ Marketing Toolbox. The initiative’s supporters each have access to this online marketing toolbox fill with templated marketing and communications tools that supporters can use to plug and play activation of the campaign. Traditional, Digital and Social Media Marketing. Leverage free public service advertising (PSAs) along with paid media buys and bartered advertising space from the initiative’s media partners to direct messages to our target audience and engage their curiosity. The initiative shall leverage all forms of marketing today, from traditional (TV, radio, print, out-of-home billboards, mall and transit boards etc.) to digital (website, search, video) and social media (Facebook, YouTube, Twitter, etc.) marketing. It will also include traditional public relations and editorial strategies, along with newer peer-to-peer, digital content and message placement strategies. II. Engaged Online Video/Digital & Mobile Ad Series aimed at parents/influencers. Create and promote a highly effective Online Video/ Digital & Mobile Ad Series housed on YouTube that successfully engages parents in rethinking the transportation technician career path. i. Reposition the career path as a very positive, viable option – well paid, in-demand, high-tech and rewarding ii. See their child’s intelligence in their hands, and connect that talent to the viable career as transportation technicians iii. Understand the rewards and fulfillment derived from being a transportation technician, by hearing directly from those who have walked in their shoes. Create a high-sense of relatability, optimism, bonding and hope for the future. Call-to-action: Watch. Share. Be Surprised. Online Parent Portal & Community Engagement Channel. Create an online portal that infuses, interacts and engages with the target audiences. The site may include further links to a plethora of YouTube video content that further addresses the opportunities and benefits of the career path; assessment tools (such as learning style, grit, and other predictive indexes assessment tools) for parents to use with their kids; downloadable tactile challenge projects for teens (see below); and an online community where parents can connect with like-minded parents, real life technicians and their parents. Call-to-action: Get to really know your kid. Make the connection. Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 4 At-Home Tactile Challenges. Offer tactile challenges that can be downloaded via the web and/or available for pick-up at participating sponsor locations, such as dealerships, automotive parts retailers, gas stations, etcetera. A parent can give the project to their middle and high school children, engaging them in using their tactile intelligence and providing parents the opportunity to witness the joy, passion, interest, and success such activities bring forth for their child. Call-to-action: Nurture your child’s strengths and talents. Take the challenge. Community-Based Hands-On Programs. Provide middle and high school parents the opportunity to enroll their children in afterschool, weekend and summer camp programs that offer students the opportunity to foster, develop, and strengthen their tactile intelligence, talent and passion. By developing a hands-on curriculum and skills challenge in concert with initiative experts and piloting such programs through nonprofit, youth program partners such as Science Centers and Boys and Girls Clubs, families begin to discover and nurture future technicians. Call-toaction: Enroll your kid in a hands-on community program. III. Trained Collective Industry Voice. Unite the industry’s collective voice to articulate 1) the opportunity transportation technician jobs present for the middle-class vitality of America, 2) the importance of technicians in keeping America moving, 3) the need for strengthened STEM and CTE education at both the secondary and post-secondary levels, and 4) the increasing workforce needs and demand of the transportation industry. The alliance develops and provides industry-wide technician demand and technical training forecasts for long-term planning through collaboration between education and industry employers, and the collective voice articulates best practices regarding the accreditation and certification standards for technical education programs across the industry. Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 5 Architecture for Corporate & Promotional Partner Engagement Corporate Partners: Cash plus a 2:1 activation commitment (meaning company agrees to spend an additional $2 worth of in-kind promotion and advertising value to activate awareness and engagement for the campaign with key constituents for every $1 it contributes in cash support). Media Partners: Barter (in lieu of cash) of in-kind, guaranteed commitment of premium media inventory, coverage and/or services (using current rate sheet values). Association/Nonprofit Partners: Barter (in lieu of cash) of in-kind, guaranteed commitment to promote, distribute and engage using its marketing muscle and proprietary channels to its membership, donors, volunteers and constituencies. Community Partners: Regional, grassroots organizations (for- and non-profit) willing to contribute small increments of dollars, marketing and promotional support within their community/sphere of influence. Support Levels Media Partners Recognized at level of fair market value of in-kind donation. Recognized at level of contributed in-kind, promotional support. Nonprofit & Association Partners As an industry-wide alliance, dedicated to solving the pipeline shortage of trained transportation technicians, all entities must be able to participate. Hence, sponsorship or category exclusivity will not be awarded. Companies are invited to participate at the level that meets their budget, marketing and workforce development goals. Companies may choose from the following engagement opportunities: Champions $500,000+* $500,000 * any $ above and beyond go to scholarships & grants Leaders $250,000- $499,000 $250,000 Investors $100,000- $249,000 $100,000 Advocates $50,000- $99,000 $50,000 Supporters $25,000- $49,000 $25,000 Donors <$25,000 Unlimited via crowdfunding Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 6 Sample Rights & Benefits for Initiative Partners See pages 15-16 for a complete itemization of return on investment. ROI Online Marketing Toolbox Leadership Cabinet Seat Product Placement in one creative imagery element (Video/PSA) ID mention “brought to you by” in video series Video profile of company technician w/ ID & logo Written profile(s) of company technician w/ ID mention Product included in tactile challenge supply list Pickup/Drop off location for tactile challenge(s) Employee engagement/ mentorship ops w/ youth Right to purchase web ads around video series /content Static window cling purchase rights for stores, franchisees DOL = Depends on Level Champion $500K+ Leader $250-499K Investor $100-299K Advocate $50-99K Supporter $25-49K Donor $1-24K Media NPO/ Assoc. X X X X X X X X X DOL X DOL Beginning End DOL DOL X X X X Need based X X X X X X X X X X 1st right of refusal X 2nd right of refusal X 3rd right of refusal X 4th right of refusal X DOL 5th right of refusal X DOL DOL DOL DOL X X X Categories of Supporters Support may come from any type of industry stakeholder, including (but not limited) to the following: OEs/Vehicle Manufacturers Vehicle Parts Manufacturers Aftermarket Product Manufacturers Dealerships, Auction Houses, Indep Sales Parts Distributors & Sales Aftermarket Product Retailers Dealership Service Providers Independent Service Providers Current & Retired Techs Consumer Market Goods & Services Technician Tools & Equipment Industry Business Goods & Services Industry Nonprofits & Associations IndustryHouses Media Auction Educational Institutions Technician Consumer Brand Goods Enthusiast/Fan Clubs Motorsports Entertainment Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 7 Resource Development Plan (Note: Once the budget goal is achieved, the deliverables are built and the next phase’s fundraising begins.) Phase I (Quiet Phase) Budget Goal- $270,000 Inaugural Partners> Leadership Cabinet (1 year) Deliverables: Create and Launch Digital/Viral Video Series (first wave) Build Content and Populate Supporters’ Marketing Toolbox (first wave) Build and Launch Initiative’s Website, CRM, and Parent Community Portal Implement Traditional, Digital & Social Media Strategies Support Personnel/Overhead Phase II (Semi-Quiet Phase) Budget Goal– additional $900,000 Deliverables: Supporters’ Marketing Toolbox (second wave) Construct & Rollout At-Home Tactile Challenge Develop Crowdfunding Platform Deploy first Regional Marketing Manager Strengthen Website, CRM, and Parent Community Portal Invest in Media Buy behind first wave of Digital/Viral Video Series Support Personnel/Overhead Phase III (Industry Public Phase) Budget Goal – additional $2,080,000 Deliverables: Invest in full-throttle deployment of traditional, digital and social media advertising and CRM responsive, interactive engagement Add 3 more regional marketing managers Continue to add At-Home Tactile Challenge Start Arizona Science Center, Hands-On Program Pilot Public Relations (* strive for pro bono of agencies) Support Personnel/Overhead Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 8 Phase IV (Mass Industry Audience Phase) Budget Goal- additional $4,250,000 Deliverables: Create and Launch Digital/Viral Video Series (second wave) Invest in Media Buy behind Series (second wave) Growth of Online Parent Community & At-Home Tactile Challenge Expansion of Science Center Hands-On pilot Create Reserve / Reinvestment fund Personnel/Overhead Phase V (Mass Industry Audience Phase) Budget Goal – additional $2,500,000 Deliverables: Invest in Media Buy behind Series (third wave) Expansion of Science Center Hands-On pilot and/or Online Tactile Challenges SUMMARY: Phases I – V $9,000,000 Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 9 Initiative’s Host, Driving Force and Legal Onus One might ask why the Foundation should take the lead and own this initiative. Within the industry, there has been talk for years that we needed to do more… that we needed some type of unified approach and strategy to address the technician shortage. However, while many worthwhile individual programs and efforts have been launched, the idea of a widespread alliance with a strategy to address all aspects of the problem has never been pursued. Until now. The Foundation realizes that as an industry, we cannot expect different results by continuing to do the same things over and over. The Foundation has committed to be the driving force behind this new approach, and has funded the initial development work to build out this Alliance. There must be a single, legal nonprofit entity at the core of the Alliance, and the Foundation is proud to take on that role in partnership with the entire transportation industry. Foundation Name History: In July 2016, Universal Technical Institute Foundation changed its name to TECHFORCE FOUNDATION™ in concert with launching this initiative. The reasons behind the name change included: ➞ Desire to demonstrate the clear independence between the nonprofit 501(c)(3) and the for-profit education technical school. ➞ This initiative only works if the Foundation serves as the driving force and COG in generating the strategy and direction, uniting all industry players. ➞ Corporate sponsors/donors/investors in this campaign want to support the inspiration, education and training of technicians through a myriad of school choices, not just Universal Technical Institute. ➞ Companies won’t want to support a campaign if they think it’s only to benefit the flow of students to and through UTI. ➞ Unless you’re in the industry, the acronym UTI stands for very different things. ➞ Changing the name will bring a much wider and deeper pool of investors, audience and media. ➞ UTI recognizes that this is an industry-wide challenge, and supports the name change. Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 10 Initiative’s Governance Structure It is important that all corporate, media, nonprofit, association and community partners enjoy visibility and trusted transparency regarding the inner-workings of this strategic initiative. Therefore, the following governance structure for the Future TechSuccess™ industry initiative has been designed: TECHFORCE FOUNDATION Board of Directors Scholarship & Grant Committee CEO/ED Foundation Staff and Operational Infrastructure Support students to/through their education via scholarships & grants Future TechSuccess Leadership Cabinet Future TechSuccess Initiative The intentions behind the governance structure of the Future TechSuccess™ industry initiative include: 1. Provide opportunities for highly committed partners to serve on the initiative’s annual FutureTech Success Leadership Cabinet, enjoying access and influence in shaping the campaign’s yearly implementation strategy and budget. 2. Provide representation on TechForce Foundation’s board of directors and a dotted line through which recommendations and approvals shall flow. 3. Ensure transparency of accounting, bookkeeping and finances a. Revenue and expenses related to FutureTech Success™ industry initiative is booked, tracked and managed in its own cost center, separate from other Foundation assets and/or business b. Uses ‘true cost accounting’ principles c. Initiative’s financials are open and transparent to the Leadership Cabinet, with quarterly reports provided 4. Establish an annual review and crafting of the initiative’s implementation plan and budget. a. Leadership Cabinet members play a vital role in the growth, development and strategic direction by leading the annual planning process during which the initiative’s implementation plan and budget is designed for the subsequent year. The FutureTech Success™ Leadership Cabinet recommends for approval to the TechForce Foundation Board of Directors its annual Implementation Plan and Budget. Leadership Cabinet members who also serve as representatives on the board of directors ensure the communications and synergy is clear, credible and consistent. Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 11 5. TechForce Foundation’s Board of Directors ultimately bears the fiduciary responsibility for ensuring the initiative complies with federal and state laws, adheres to nonprofit legal and accounting rules, implements donor-intent, and delivers on the goals outlined herein. Workflow of the Initiative’s Development Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 12 ROI for Corporate & Promotional Partners DOL = Depends on Level Rights and benefits chart ROI Influence & Networking Seat on the Leadership Cabinet Annual Summit Invitation Executive Keynote and ID at Summit Advertising Right to purchase ads around TV show, if available Right to purchase advertising around video series Product Placement Product Placement in one creative imagery element (Video/PSA) Product included in Tactile Challenge supply list Brand Exposure ID mention “brought to you by” in video series Inclusion in PR and “for example” mentions Executive media interviews Company spokesman in campaign video Video provide of company technician w/ ID mention & logo Written profile of company technician w/ ID mention Logo on Learning Style/Tactile challenge microsite ID on campaign website w/links Champion $500K+ Leader $250-499K Investor $100299K Advocat e $50-99K Supporte r $2549K Donor $1-24K X X X X X X X 1st right of refusal 2nd right of refusal 3rd right of refusal 1st right of refusal 2nd right of refusal 3rd right of refusal X X X Beginning End X X X X X 4th right of refusal 4th right of refusal Media NPO/ Assoc . DOL DOL X X DOL DOL 5th right of refusal DOL 5th right of refusal DOL DOL DOL X DOL DOL DOL X DOL DOL X X DOL DOL X X Need based X X X X X X DOL DOL X X X X X X X X X Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 13 ROI for Corporate & Promotional Partners DOL = Depends on Level Rights and benefits chart (continued…) Traffic/Sales Drivers Rights to host causemarketing program Right to host on-site experience(s) at select locations Pickup/Drop off location for tactile challenge(s) Ability to access prospect database via third party mailing/distribution ID in Science Center pilot marketing materials and on-site Products may be used in Science Center pilot activities Employee engagement/ mentorship ops w/youth Activation Tools Online Marketing Resources Toolbox Campaign ID license Static Cling purchase rights for stores, franchisees, etc. X X X X DOL X X X DOL DOL X X 3 times annually 2 time annually 1 time annually DOL DOL X DOL X X X X X X X X X X X X X X X X X X X X X X DOL DOL X X X X X X X X X Copyright © 2017 by TECHFORCE FOUNDATION™. All rights reserved. No part of this document may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of TECHFORCE FOUNDATION™. V.10.docx 14
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