Tuesday, April 27, 2010

Making Sense of the Census

Staring down the barrel of more than 20 years experience in auditing documents and having a twisted obsession with wanting to squeeze every last possible drop of persuasion out of them…I decided to examine something that EVERYONE has come into contact with recently: The 2010 United States Census.

Just what makes this high profile marketing-compliance-data-mining piece, tick? I must admit to getting a pit of dread in my stomach when addressing a document that looks suspiciously like a cross between a mental aptitude test and a registration form at the DMV. It just hints of being government issued (a phrase that never has a positive connotation). But, because I am hopelessly dazzled by the document world, I can’t help but draw distinctions between this work and other Marketing-centric vehicles. Why does this seem to miss the mark on first impression, while Publisher’s Clearing House mailings invite action (besides the potential of receiving an oversized check, of course)?


To answer this question, I spoke with a wide cross-section of colleagues about this infamous statistics statement that is one of the most important responsibilities of the Commerce Department. Much like our day-to-day responsibilities, my colleagues and I examined the Census not to comment on the politics or policy of its purpose (many have already done that), but rather the method they used to encourage responses.


The Good: There are certainly redeeming aspects to the Census. The first that jumps out is the ease of reading. The fonts are generously sized and not so overly fancy that they’re illegible. The light blue ink color is pleasant. In the modeling world photographers always tell their subjects to wear blue because, “Blue Books the Job!” The piece does identify clearly where to start and even thanks you for your time at the end. Nice touch. It’s also fairly quick to complete once you focus on the task at hand.
This replaces the old and less popular ‘long form’. Kudos to that!

The Bad: In life, some things are not necessarily pretty, but they get the job done. Duct-tape springs to mind as an example of this. However, with a budget of $11.8 billion for the life cycle of this project, it should have been possible for the Census form to be both aesthetically appealing and fundamentally functional. I know a number of sharp minded Marketing Professionals that could have accomplished this at a minuscule percentage of the cost.


There’s not much going on graphically to yell out to the reader, “Ooooh. Pick me up and engage me, please!” The piece is not personalized, nor addressed to the specific dwellers of the home. Additionally, there is nothing on the questionnaire that describes the purpose of this important record keeping device. Five concise bullet-points at the beginning of the document would have gone miles to giving people a better understanding of what reasons they were being asked these personal questions.


Overall, most of my colleagues found the Census to be unfriendly, impersonal and creepy. Personally, it reminded me of taking an exam. Now, there may be no way around that in the business of asking questions, but in general, if given the choice between feeling like I’m taking an exam or not feeling like I’m taking an exam, I’m usually going to go with the latter. Did others feel similarly to the point where they just ignored filling it out? We will have a better idea this week.


On a larger point, I wrote this for my Marketing Solutions brethren for a reason. It is easy to get wrapped up in your own documents that you don’t take time to study what else is floating around out there in written-word universe, even if you might not be able to instantly draw parallels between their objectives and your own. A strong Print Solutions Partner works hand-in-hand with the client and the designer to hit the mark, and the more diverse their knowledge-base is, the better expertise they can offer.



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Tony Anzivino hails from the greatly misunderstood state of New Jersey. He's worked in Financial Shareholder Communications world from the age of 12, starting with Janitorial duties at his Father's firm. He likes biking, hiking and ketchup.

Thursday, April 22, 2010

Welcome to the (Estimating) Jungle

As an avid student of different cultures, (I mean, I did journey up to Boston a couple weeks ago), I once again felt the itch to travel on behalf of my readership, this time to explore first-hand, the inner nuances of Print Estimating.

For this, I enlisted the help of Mr. Gene Alcorn and Ms. LinAnne O’Brien , two gurus of the trade, who have honed their craft in a village of the far out west….I’m sorry, that should read the West Village, which as we all know, is pretty far out.

Gene and LinAnne invited me out to their world and as I began my journey (cab ride) to their habitat (office), I thought about the thousands of variables they have to consider in the print estimation game. Paper weight, ink coverage, coated-stock, bleeds, graphics, trim-size, binding options recycled or recyclable paper, self-mailer, FCS Certification, turn-times, traditional print vs. digital…it really is survival of the fittest.

As I arrive at my destination, I strive to clear away the hearty brush (well, more of an over-watered office plant) to witness these Estimators working in their natural habitat. Whoa…just look at that! They loyally protect their company-den, while fiercely arming their Business Solutions Salespeople with the pricing information they need to do battle in the competitive setting that is the financial services community. You certainly don’t get to see this sort of thing every day.

I convince the gatekeeper (executive assistant) to let me meet (keep my appointment) with the local leaders. With a combined pedigree of over 35 years experience between them, Gene and LinAnne have never met a project they couldn’t bag and mount, both accurately and thoughtfully.

“What are the top estimating dangers that spring to your mind?” I ask. Like a roaring tiger about to pounce on a grazing gazelle, Gene responds. “I’ll answer you if you lose the bad Australian accent.” (Knowing I have taken the metaphor to its furthest extent, I agree).

“Our toughest challenge is trying to understand our audience.” Gene said, “Of course we need to get as detailed as possible with the project specifications, but it goes much deeper than that.”

LinAnne continues, “The bottom line is that we are here to help. We need to understand the end-usage. There may be a better, faster, more cost efficient way to accomplish your goals. We can shoot out numbers all day long, but in the end, having the best understanding of what the client is looking to achieve is where we can show our real value.”

In response to the question of determining cost-benefit analysis of a price estimating expert, Gene adds, “We know as well as anyone that resources are tighter than ever. However, people should understand that there’s much more to estimating than plugging a few numbers into a spread sheet and having the system pop out a price.”

LinAnne, who has been on the client-side of the table says, “A blown budget is never a good thing, but by providing us details beyond just specifications, we can explore ideas that wouldn’t necessarily be discovered by specs alone. Again, that’s where we can really be an integral and valuable partner in the process. Just give us a full view of the project and some time to process it, and we will show you the CBA.”

I thank them for giving me this new found look on the process, and in a last ditch effort to recharge my metaphor, I offer them a sip from my canteen. They decline in favor of the water cooler in the hallway.

As I return home, I realized that I have a fuller understanding of this world now. Their tools of the trade are pencils instead of swords; calculators instead of shovels; and source material instead of stone tablets, but a print estimator’s goal is to help their client survive the environment they are in, and for them to accomplish this, they need to have ALL the information they can.

So, the next time you need a well-thought-out price for a project, instead of just giving just the specifications, communicate on what the meat of the project goals are, and your Merrill Estimating Expert will help you navigate to the promised land.


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Tony Anzivino hails from the greatly misunderstood state of New Jersey. He's worked in Financial Shareholder Communications world from the age of 12, starting with Janitorial duties at his Father's firm. He likes biking, hiking and ketchup.

Wednesday, April 14, 2010

If a Tree Falls in the Forest...

“Oh darling, everyone knows that green is the new black.”

If you pictured a nonchalant, smoky-voiced, Bogie-era Lauren Bacall in a chic designer dress saying this, moments after pulling a Martini glass from her sultry lips, we would typically be on the same wavelength (which is why I love my readers). However, for the time being, the line represents my thoughts on a tremendous organization: The Forest Stewardship Council.

The Council (FSC for short) is an independent, non-governmental, not-for-profit organization established in 1993 to promote the responsible management of the world’s forests.

It is fashionable indeed to be green these days (Kermit certainly thinks so), but if you drill down past the trendiness of it, step-by-step, we are correcting many years of mismanagement and neglect. People not only want to get on board at the local level, but they are also demanding it of the large corporations they do business with across the nation and globe. It’s an issue that blurs age, race, gender and political persuasion.

So, the question you may want to ask yourself is, “is the Expert Communications Solutions firm that you’re working with FSC Certified?”

While there are strict, specific guidelines to comply with the FSC, companies that become certified do get certain professional and social benefits. They can produce your printed materials proudly displaying the globally recognized FSC logo. This will let your customers know that your company is an environmentally conscience organization. It can also potentially give you a leg-up when pitching certain markets. These days, being green is cooler than having Louis Vuitton on your luggage, Hermes on your belt buckle or Christian Louboutin on your feet (women will get this, while most men will simply scratch their heads whilst butchering the pronunciation of the brands. Sadly, I fall into the category of the latter).

The best part of all is that in most cases, you can go green with your documents without going into the red with your budgets. Who wouldn’t like that?

To learn more about The Forest Stewardship Council, take a spin over to their website, or better still, ask your humble blog writer or a Merrill Communications Expert for more details.


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Tony Anzivino hails from the greatly misunderstood state of New Jersey. He's worked in Financial Shareholder Communications world from the age of 12, starting with Janitorial duties at his Father's firm. He likes biking, hiking and ketchup.

Thursday, April 8, 2010

Board Books: Let’s Fill in the Blanks

Friends, lets take a trip down nostalgia lane!

In a thinly veiled attempt to expose my age, the gear of yesteryear that got this boy all fired-up was not exactly in the iPhone or PlayStation form. High-tech for me was Rock ‘em Sock ‘em Robots, Etch-a-Sketch (the original iPad), Pogo-Sticks and the all-time favorite of ‘make-out parties’…Mad Libs.

This got me thinking. Why don’t we borrow a page from the ‘ol Mad Libs format in writing about a subject that we sometimes tend to overlook in the 40 Act world. A humble document of great significance: Board Books.

So, this week, I have added an interactive portion to the blog. Now, grab a pencil and jot down your choices BEFORE scrolling down to the story.

1. Major Communications Service Provider Name ______________

2. Noun __________

3. A really gory slasher movie title __________

4. A popular kitchen utensil ______________

5. Negative adjective ___________

6. A romantic sounding Spanish man’s first name _____________

7. Woman’s name ______________

8. A human body part ___________

9. Positive adjective ____________

10. Your nemesis ______________


Board Books are like getting hit by a board

“Board meeting time again already!! What a pain in the ___8___." I guess I need to start preparing the Board Books. As usual, I’ll create the Table of Contents, then divide the sections into tabs and clearly label the three-ring binders. Performance Information, Fund Specific Information, Securities, Soft Dollars, 144-A’s….Ugh, I feel like sticking a rusty ___4___ into my forehead.

This process is more stressful than my date last week. ___6___ asked me to the movies, telling me that his favorite romantic movie was playing. Well, it turned out to be ___3___. Then, he decided to surprise me by taking me to meet his mother, who, to put it nicely, was a bit of a ___5___ ___2___. What a headache!!

Whoops…Look at me. I drifted. The Board Meeting is next week and I need to get back to making sure everything is compiled properly and is factually accurate! I think I need some expert help on this. I’ll call ___1___, my solutions-oriented Communications Service Provider. I know I’ll get ___7___on the line. She’s always so ___9___. Although, I do know that others are probably dealing with board book problems as well, so it might take her a few minutes to get back to me, especially if she is talking to my equivalent at our competitors, office, ___10___. He is always in worse shape than I am.


I’m sure you get the picture here. Much like completing a Mad-Lib puzzle, the Board Book process is something that has so many different variables that each person views it differently. Dealing with it is not simple, so if you know someone that could benefit from some key tips, tell them to just contact ___
(the funniest, most articulate Blogger you have read today)___.

No, wait. Tell them to contact yours truly instead.




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Tony Anzivino hails from the greatly misunderstood state of New Jersey. He's worked in Financial Shareholder Communications world from the age of 12, starting with Janitorial duties at his Father's firm. He likes biking, hiking and ketchup.