Later this month, Nike comes out of the S&P 100. Eighteen years in the index of America’s hundred biggest blue-chip companies, and on September 21 the most famous sportswear brand on earth drops out because it isn’t big enough anymore.¹ Revenue flat for the year. Profit down. China down again.² The CEO called last quarter the low point, which is what every CEO calls the quarter he’s standing in.
I’ve been holding Nike up as an example for most of my career. I still am. The example just changed.
Two months ago I asked you to find the sentence, the reason your organization exists that has nothing to do with your programs. Last month I asked you to feel what one donor feels before you write her a word. This month I want to talk about the thing your donor actually gets from you, because Nike just spent five years showing the world how easy it is to lose.
Here’s what I mean. Scott Bedbury, the man behind “Just Do It” and later the brand chief at Starbucks, called the core of a brand its mantra: three words, and each word has a job.³ The first is emotion, how people experience you. The second is a value or a category, what you hold dear or the ground you stand on. The third is product, what people actually get. Nike’s mantra is Authentic Athletic Performance. Disney’s is Fun Family Entertainment. Starbucks’ is Rewarding Everyday Moments.⁴ Say them slowly and you can hear the three jobs. I’ve pointed to those three brands in more conference rooms than I can count, because nobody has ever done the form better.
Somewhere along the way I noticed that the ministries I work with never put a category in that middle slot. Every one of them reached for a value, and not a value they’d picked, a conviction they’d been called to. A company chooses a market it wants to dominate. A ministry gets called to something. So I kept Bedbury’s form, made the middle word conviction, and started calling the whole thing a Brand Soul. I’ll write about that middle word another month. This month is about the third word. All three of my shining examples have spent the last few years losing it. Two of them are now clawing their way back. Nike isn’t there yet.
Authentic Athletic Performance built the most valuable sportswear brand in history, and then Nike decided cool mattered more than sport. Fashion over runners. Retro over innovation. An appetite for approval, from the culture, from the critics, from everyone but the athlete, and while the company was busy being admired, Hoka and On walked off with the people who actually run. Elliott Hill came in two years ago and said it on his first earnings call: “We lost our obsession with sport. Moving forward, we will lead with sport and put the athlete at the center of every decision.”⁵ He’s been saying it ever since. The numbers still haven’t caught up.
Nike isn’t alone. It’s just the one still in the hole.
Starbucks was never about coffee. Rewarding Everyday Moments meant the third place, the chair you didn’t have to give up, the barista who knew your name. Then somebody looked at the numbers and saw that mobile ordering and drive-thrus were faster, and faster was cheaper, and the stores turned into pickup counters with a mosh pit around the hand-off shelf. The ads still promised the moment. The stores delivered a transaction. Brian Niccol said it plainly a few months after he took over: “I think we got confused that mobile ordering could solve the entire business. I think we got a little confused that the drive-thru could solve the entire business.”⁶ He’s since renovated more than a thousand stores, brought back the seating and the ceramic mugs, and same-store sales were up 7.9 percent last quarter.⁷ He didn’t invent anything. He started delivering the third word again.
Disney’s three words were Fun Family Entertainment, and for most of a century that’s what you got. Then the company started chasing approval, from critics, from activists, from a cultural moment, and families who had trusted Disney for three generations started to feel lectured instead of entertained. The logo still said family. The product delivered a message. Attendance and box office told the story before anyone inside the company would. Eventually Bob Iger did: “We have to entertain first. It’s not about messages.”⁸ Read that again. The CEO of Disney had to remind Disney what Disney makes. The parks and the films have been carrying the company home since, and the man who ran the parks took over as CEO this spring.⁹ They’re clawing their way back.
Here’s what I want you to notice. Three companies, three different temptations. Starbucks chased a buck. Disney chased approval. Nike chased cool and approval both. And all three lost the same word. Not the emotion. The ads never stopped being warm, or magical, or fierce. Not the category. Nobody at Starbucks forgot they sold coffee. What slipped was the product, the thing the customer holds in her hand, because the product is the word management can tinker with.
You can’t redesign an emotion. You can redesign a store.
And nobody ever votes to demote the product. They vote for a faster line, a broader audience, a hotter collab, and the product slides to second place one good decision at a time.
Now, you’re not Nike. But you have a third word too, and you can lose it exactly the same way.
Your product is not your program list. It’s what a person gets when they engage with you, and for a ministry there are two people engaging: the one you serve and the one who gives. The child gets a Bible she can read. The donor gets to be the reason she has it. Both of those are your product, and both can slip.
They slip for the same three reasons. Efficiency: you automate the thank-you, batch the newsletter, and turn a relationship into a pickup counter. Approval: you start writing for peers and foundations instead of the donor, and the letters start to sound like a grant report. Cool: you chase the rebrand, the new platform, the campaign everyone’s talking about, and somewhere in there the donor stops getting the thing she signed up for. None of those decisions are wrong. All of them are candidates for the slot.
And you won’t see it in the budget. You’ll see it in the appeals, because the appeal is where your product either shows up in the donor’s hands or doesn’t.
I watched this up close with a ministry whose whole reason for existing is Scripture. Before we started, I asked their writers what the appeals were for, and I got a direct quote back: “raising money for,” and then the name of the ministry. That was the product as they understood it. So the letters had turned into inventory. How many people served, how many countries, how many programs, all of it true and all of it interchangeable with a dozen other good organizations working in the same places. The donor opened the envelope and got an invoice. What she was supposed to get, and what that ministry had been handing people for decades, never made it onto the page. They hadn’t stopped delivering it. They’d stopped delivering it to her.
One more thing from Nike before I let you go. Saying the sentence is not the same as living it. Hill has had the right words for two years, and on September 21 the company pays for the years it didn’t. Knowing your product is a start. Delivering it, every letter, every time, is the work.
Your move this month
Two parts.
First, finish this sentence for both of your people. When someone we serve engages with us, they get ______. When a donor engages with us, she gets ______. One phrase each. If the second one is “to support our work,” you haven’t found it yet. That’s what she gives, not what she gets.
Second, pull your last three appeals and read them as the donor. Not as the writer, not as the board. Ask one question at the end of each: what did I just get? If the answer is a request, an update, or a list, the product didn’t make it into the envelope. If the answer is the thing you’d put in the third slot, you’re home.
Don’t hand either sentence to a machine. It will fill them in for you in a second, and they’ll be perfectly good sentences about somebody else.