HomeMy WebLinkAbout2018-05-17 EPPBID Regular Meeting MinutesBoard Meeting Minutes
May 17, 2018
El Paseo Parking & Business Improvement District
Civic Center ACR Conference Room
73510 Fred Waring Drive, Palm Desert, CA 92260
I. CALL TO ORDER
Chairman Klein convened the meeting at 8:03 AM
II. ROLL CALL
Board Members Present: Patrick Klein; Susan Stauber; Elyssa Goldberg; Sonia
Campbell; David Fletcher (late, with excuse); Christine Stein.
City of Palm Desert Staff Present: Thomas Soule, Tourism and Marketing Manager;
Cheri Maki, Recording Secretary
Other Attendees: Councilmember Jan Harnik, City of Palm Desert; Amy Smith, Senior
Vice President, Chartwell Properties; Stephanie Greene, Director, FG Creative; Natalie
Berg, Account Coordinator, FG Creative; Paul Hietter, Marketing Office Manager, Saks
Fifth Avenue;, Ryan Ryan, Owner, The Jewelry Bar; Ken Gould, Business Manager, The
Jewelry Bar
Chairman Klein acknowledged guests Paul Hietter, Ryan Ryan and Ken Gould and
thanked them for their attendance.
III. CONSENT ITEMS
a. Approval of minutes from April 19, 2018 Board of Directors
Meeting.
Mr. Klein asked for a motion to approve the minutes from the April 19, 2018 Board
Meeting. A motion was made by Campbell, seconded by Stauber to accept and approve
as submitted. Motion passed unanimously with a 5-0-0 vote, with Klein, Stauber,
Goldberg, Campbell and Stein voting in favor.
b. Approval of the Financial Statements ending April 31, 2018.
Mr. Klein mentioned that the numbers from April's financial statement seemed light on the
expenses. Mr. Soule clarified that there are several items that have not hit the budget yet
but he expects that it will be trued up by next month.
1
There being no further discussion on the matter, a motion was made by Campbell,
seconded by Stauber to accept and approve the financial statement ending April 31, 2018
as submitted. Sonia Campbell motioned to approve and Susan Stauber seconded. The
motion passed unanimously with a 6-0-0 vote.
IV. ORAL COMMUNICTIONS
Mr. Klein stated that a new store, Vince, opened April 26, 2018 at The Gardens on El
Paseo. They are located in the space formerly occupied by Banana Republic, which had
been vacant for the past eight years.
V. CONSENT ITEMS HELD OVER
There were none.
VI. MEDIA PARTNER UPDATES/PRESENTATIONS:
a. Palm Springs Life
i. Website Report; Sent prior to meeting
ii. Directory/Catalogue Reports; Sent prior to meeting
Mr. Klein stated that the results from the Fashion Week and Food and Wine events will
be presented at next month's meeting.
VII. OLD BUSINESS
There wasn't any.
VIII. NEW BUSINESS
a. FG Creative: Marketing Update
Ms. Greene thanked the Board for the award of the contract and said that FG Creative
looks forward to continuing to work with them.
i. Monthly Marketing Report; Sent prior to meeting
There were not any comments
ii. Brief Recap of Final Marketing Efforts through June 30, 2018
Ms. Greene notified the Board that the Summer Chill program commercial has been
completed and has been running since May 1,' 2018 in the Orange County, Los Angeles
and San Diego regions and the website has been updated. Ms. Greene also mentioned
that FG Creative has been working with the Greater Palm Springs Convention and
Visitor's Bureau, (CVB) on other marketing ideas. The CVB has put together their "Chill"
2
book which is poly -bagged with both Palm Springs Life and LA Magazine, Orange Coast
Magazine and San Diego Magazine and will drop June 1, 2018.
Ms. Harnik commented that the CVB has significantly increased their inclusion of El
Paseo and Palm Desert in their publications and she thanked Mr. Soule for his efforts in
growing the relationship.
Ms. Greene interjected that another reason might be because of the Board's decision to
upgrade the membership. She added that the relationship has also grown from Ms.
Stein's participation as well as FG Creative becoming a partner of theirs. Ms. Greene
added that by partnering with the CVB, there is more opportunity to be included in FAM
tours. She also recapped her positive experience that she had with an influencer that was
here in Palm Desert last weekend.
Travel Host Magazine restarted their publication and included a free advertisement for
the City of Palm Desert in this month's edition. Ms. Greene said that Locale Magazine
recently featured an article that profiled her and that she took the opportunity to mention
El Paseo and Palm Desert in her interview. Ms. Greene thanked the Jewelry Bar for the
jewelry they provided as well as BG's for the dress and location. She reminded the Board
that FG Creative is their "brand ambassador" whenever they can be.
There were no comments.
Monthly Marketing Report sent prior to meeting.
Eye on the Desert Segments; Review March 20 & April 9 (May
8 Pending)
This item was held over until next month.
iii. June 12 Oasis Awards — Final RSVPs
This item was held over until next month.
iv. Eye on the Desert Segments; Review May 9
This item was held over until next month.
b. 2018-2019 Planning Input Session
Results of FGC Survey
Ms. Greene thanked everyone for participating in the survey. The results were discussed
and are attached.
ii. Determine Key Objectives and Goals
3
iii. Determine SWOT
Ms. Greene led a discussion covering the perceived strengths, weaknesses, opportunities
and threats (SWOT) on El Paseo. An in depth discussion ensued. The recap is attached.
iv. Discuss Initial Budget Allocations
A discussion amongst the Board, and others present, ensued regarding preliminary
projections regarding budget allocations. The El Paseo Budget Guide is attached.
IX. Remarks
a. City of Palm Desert
There were no additional remarks.
b. Board Members
There were no additional remarks.
ii. Review Proposals for Council Recommendation
X. NEXT MEETING: Confirm June 21, 2018
Board Members confirmed that the next meeting will be held on June 21, 2018, 8:00 am.
XI. ADJOURNMENT
With nothing further to discuss, a motion was made by Stein, seconded by Goldberg to
adjourn the meeting at 10:37 am. Motion passed unanimously with a 6-0-0 vote.
Cheri Maki, Recording Secretary
4
EPPBID Planning Input SurveyMonkey
Q1 What are the top three goals of the Marketing Budget? Check only
three:
Drive
qualified...
Increase
overall...
Increase
impressions ...
Host events
0°/0 1 0°/0 20% 3 0°/0 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES
Drive qualified traffic to El Paseo
Increase overall awareness of El Paseo as a destination to the SoCal Region
Increase impressions and online clicks
Host events
Total Respondents: 8
RESPONSES
100.00°/0 8
100.00°/0 8
25.00°/0 2
50.00°/0 4
1 / 28
EPPBID Planning Input SurveyMonkey
Q2 Which target markets should be the main focus? Check only three:
Local -
Coachella...
Residents
Short Term
Visitors
Weekend
Visitors/Hot...
Snowbirds
Regional -
SoCal
OC
LA
SD
Regional -
Other
ANSWER CHOICES
Local — Coachella Valley
Residents
Short Term
Visitors
Weekend Visitors/Hotel Guests
Snowbirds
Regional — SoCal
OC
LA
SD
0 °A. 1 0 °A. 20% 30% 40% 50% 60% 70% 80% 90% 100%
RESPONSES
37.50% 3
37.50% 3
0.00`)/0 0
62.50% 5
75.00% 6
12.50% 1
62.50% 5
12.50% 1
0.00% 0
0.00% 0
2/ 28
EPPBID Planning Input
SurveyMonkey
Regional — Other
Total Respondents: 8
0.00°/0
0
3/28
EPPBID Planning Input SurveyMonkey
Q3 Within these demographic categories, please select the most
important group
Age Range
Age Range
O% 1O% 20% 30% 40% 50% 60% 70°/0 80% 90% 100%
25-54 35-65 45+
25-54 35-65 45+ TOTAL RESPONDENTS
0.00`)/0 87.50% 1 2.50`)/0
0 7 1 8
4/ 28
EPPBID Planning Input
SurveyMonkey
150K+
250K+
ANSWER CHOICES
150K+
250K+
TOTAL
Q4 Net Income
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
83.33% 5
16.67% 1
6
5/ 28
EPPBID Planning Input
SurveyMonkey
Male
Female
ANSWER CHOICES
Male
Female
TOTAL
Q5 Sex
ArilswE.:.:,11"E.:.:d 7 SklIppE.:.:d I
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
0.00`)/0 0
100.00% 7
7
6/28
EPPBID Planning Input SurveyMonkey
Q6 Partnerships: Are you in favor of continuing the Fashion Week
Sponsorship at the current $25,000?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
75.00% 6
25.00% 2
8
7/ 28
EPPBID Planning Input SurveyMonkey
Q7 Are you in favor of continuing with the CVB Expanded Sponsorship at
the current level?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
100.00°/0
8
0.00°/0 0
8
8/28
EPPBID Planning Input SurveyMonkey
Q8 Are there other partnerships that should be explored?
9/28
EPPBID Planning Input SurveyMonkey
Q9 Social Media: Do you personally use social media?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 20 % 3 0 % 4 0 % 5 0 % 60% 70% 80% 9 0% 100%
RESPONSES
75.00% 6
25.00% 2
8
10/ 28
EPPBID Planning Input SurveyMonkey
Q10 If yes, do you follow business pages and engage with their content?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
100.00°/0
6
0.00°/0 0
6
11 /28
EPPBID Planning Input SurveyMonkey
Q11 Please rank the platforms in order of importance
Facebook
Twitter
Yelp
TripAdvisor
Blog
1
8 Slk 0
111'111111'
0 1
2 3 4 5 6 7 8 9 10
2 3 4 5 6 TOTAL SCORE
Facebook 50.00% 12.50% 25.00% 0.00% 12.50% 0.00%
4 1 2 0 1 0 8 4.88
Twitter 0.00% 0.00% 12.50% 37.50% 37.50% 12.50%
0 0 1 3 3 1 8 2.50
Instagram 37.50% 50.00% 12.50% 0.00% 0.00% 0.00%
3 4 1 0 0 0 8 5.25
Yelp 0.00% 25.00% 0.00% 25.00% 37.50% 12.50%
0 2 0 2 3 1 8 2.88
TripAdvisor 12.50% 12.50% 50.00% 25.00% 0.00% 0.00%
1 1 4 2 0 0 8 4.13
Blog 0.00% 0.00% 0.00% 12.50% 12.50% 75.00%
0 0 0 1 1 6 8 1.38
12/ 28
EPPBID Planning Input SurveyMonkey
Q12 Please check the ones that you think should be reviewed and
considered for the Media Buy and Outbound Marketing:
8 SkIlprx.:.:,,,d 0
Radio
Television/Cabl
e
Outdoor
Billboards
Print/Desert
Sun
Print/Magazines
: any...
Online Digital
Paid
Advertising ...
Proposed
Rewards App
Proposed
E-Mail...
Co -Op Budget
for Summer...
Certified
Folder...
0 °A. 1 0 °A. 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES
Radio
Television/Cable
Outdoor Billboards
Print/Desert Sun
Print/Magazines: any suggestions
Online Digital
Paid Advertising on Social Media
Proposed Rewards App
Proposed E-Mail Marketing
RESPONSES
37.50% 3
25.00°/0 2
25.00°/0 2
25.00°/0 2
50.00°/0 4
75.00°/0 6
62.50% 5
50.00°/0 4
50.00°/0 4
13/28
BPP30 Planning kmu1
Co -Op Budget for Summer Marketing
Certified Folder Distribution ofDirectory
Total Respondents: 8
0
4
EPPBID Planning Input SurveyMonkey
Q13 Merchant Relations: Should we continue the monthly E-Blast
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
62.50% 5
37.50% 3
8
15/ 28
EPPBID Planning Input SurveyMonkey
Q14 Merchant Relations: Should we continue a Fall Education Mixer
Event
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
100.00°/0
8
0.00°/0 0
8
16/28
EPPBID Planning Input SurveyMonkey
Q15 Other Ideas for Merchant Relations: Check all that apply
Facebook
Private Group
Direct
Uploading of...
More Mixers
Monthly site
visit by FGC...
6 Slk 2
W/0 1 W/0 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES
Facebook Private Group
Direct Uploading of Events to the ShopElPaseo Website
More Mixers
Monthly site visit by FGC staff to each store
Total Respondents: 6
RESPONSES
100.00°/0 6
50.00°/0 3
16.67% 1
16.67% 1
17/28
EPPBID Planning Input SurveyMonkey
Q16 Website: Do you want to see the ShopElPaseo microsite continued
and expanded
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
57.14% 4
42.86% 3
7
18/ 28
EPPBID Planning Input SurveyMonkey
Q17 If yes, do you want to add an e-mail capture feature and build a
database?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
66.67% 4
33.33% 2
6
19/28
EPPBID Planning Input SurveyMonkey
Q18 If yes, do you have any suggestions for improvement?
20 / 28
EPPBID Planning Input SurveyMonkey
Q19 If NO, why?
uu, a(::;
21 /28
EPPBID Planning Input SurveyMonkey
Q20 Do you want to allocate budget and resources to produce events on
El Paseo?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
87.50% 7
12.50% 1
8
22 / 28
EPPBID Planning Input SurveyMonkey
Q21 If yes, what percentage of the budget do you recommend by
allocated?
11 d 'Mom( d
10°A.
1 5 %
ANSWER CHOICES
1 0`)/0
15%
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
40.00% 2
60.00% 3
5
23 / 28
EPPBID Planning Input SurveyMonkey
Q22 Do you want to allocate budget to partner with existing events on El
Paseo?
Yes
No
ANSWER CHOICES
Yes
No
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
50.00°/0 4
50.00°/0 4
8
24 / 28
EPPBID Planning Input SurveyMonkey
PD First
Weekend...
Events at the
Gardens
Thanksgiving
Walk
Paint El Paseo
Pink
Palm Desert
Food & Wine
Q23 If yes, which events?
W/0 1 W/0 20% 30% 40% 50% 60% 70% 80% 90% 100%
ANSWER CHOICES
PD First Weekend Featured Event/Swing & Hops
Events at the Gardens
Thanksgiving Walk
Paint El Paseo Pink
Palm Desert Food & Wine
Total Respondents: 4
RESPONSES
100.00°/0 4
0.00`)/0 0
0.00% 0
50.00% 2
0.00% 0
25/28
EPPBID Planning Input SurveyMonkey
Q24 If yes, what percentage of the budget do you recommend by
allocated?
10°A.
1 5 %
ANSWER CHOICES
1 0`)/0
15%
TOTAL
0 % 1 0 % 2 0 % 3 0 % 4 0 % 5 0 % 6 0 % 7 0 % 8 0 % 9 0 % 1 0 0 %
RESPONSES
75.00% 3
25.00% 1
4
26 / 28
EPPBID Planning Input SurveyMonkey
Q25 Public Relations: What are the most important tactics for the publicity
efforts:
Monthly
Releases
Local
interview...
Focus on the
El Paseo Blog
Focus on
Paying...
Video
Production
Photography
ANSWER CHOICES
Monthly Releases
Local interview opportunities
Focus on the El Paseo Blog
Focus on Paying Influencers
Video Production
Photography
Total Respondents: 6
W/0 1 W/0 20% 30% 40% 50% 60% 70% 80% 90% 100%
RESPONSES
0.00`)/0 0
50.00% 3
0.00% 0
83.33% 5
16.67% 1
33.33% 2
27 / 28
EPPBID Planning Input SurveyMonkey
Q26 What other categories need to be included in the budget?
Video
Production
Photography
ANSWER CHOICES
Video Production
Photography
Total Respondents: 5
0 °A. 1 0 °A. 20 °A. 3 0 °A. 4 0 °A. 5 0 °A. 60 % 70 °A. 8 0 °A. 9 0 °A. 10 0 °A.
RESPONSES
60.00°/0
3
40.00°/0 2
28/28
R T I
u; "> Experts in Mar
CLIENT: EPPBID
DATE: May 17, 2018
PROJECT: Planning Session
STRENGTHS OF EL PASEO
• Current Awareness/Current Marketing Efforts
• Current Mix of Retail & Restaurants
• Current Mix of All Other Categories
• Ongoing Support of the City
• Location
• Fashion Week
• Food & Wine
• City Events - Swing N' Hops
• Courtesy Cart
• Support of Concierge Association
• Popularity with Visitors/TripAdvisor Rating
• Other:
WEAKNESSES
• Vacancies
• Lack of Engagement with all Landlords
• Lack of Specific Retail Shops/Concepts
• Size of District
• No Event Space/No "Center Court"
• Current Marketing Efforts
• Other:
OPPORTUNITIES
• Interaction with City on Future Plans
• New Ideas to Allocate Budget
• New Shopping/Traveler Habits
• Expanding the BID (if possible)
• Other:
THREATS
• Downtown Palm Springs
• Other Proposed Shopping Areas;
o Agua Caliente
o The River
o Other
• Erosion of Shoppers due to Internet
• Vacancies/Media Perception
keting
CLIENT: EPPBID
DATE: May 17, 2018
PROJECT: Planning Session
BUDGET: $235,000
BUDGET ALLOCATIONS - KNOWN
1. FGC Retainer
2. Fashion Week Sponsorship
3. PSL (8) Print Ads
4. Certified Folders
5. Graphic Design
6. Courtesy Carts
7. CVB Membership
8. Administration
9. PSL Delivery/Catalogues
TOTAL:
$ 24,000
$ 25,000
$ 36,000
$ 3,500
$ 12,000
$ 5,000
$ 3,000
$ 3,000
$ 3,000
REMAINING: $120,500
$114,500
FOR CONSIDERATION:
1. Public Relations $ 12,000
2. Merchant Relations
a. Facebook Group $ 12,000
3. NEW: Rewards App $ 20,000
4. NEW: Database/Eblast $ 14,400
5. Fashion Week - FGC Efforts $ 3,500
6. Summer Co -Op with City of PD $ 10,000
7. Suggested: Events 10% $ 23,500
TOTAL: $ 95,400
GRAND TOTAL: $215,400
REMAINING: $19,600
UNDETERMINED
1. Social Media
2. Media Buy
a. Radio
b. TV
c. Print
d. Digital Online
e. Paid Social Media
3. Other
CLIENT: EPPBID
DATE: May 17, 2018
PROJECT: Planning Session - Recap
1. Goals of the Marketing
a. Drive Qualified Traffic
b. Increase Overall Awareness
c. Host Events
2. Target Market
a. Geographic Areas
i. Local; Weekend & Hotel Guests
ii. Coachella Valley: Focus on visitors and guests
iii. So Cal Drive Markets
b. Predominantly Females; add in LGBTQ+ (via photography?)
c. Age Range: 25-65
d. Net Income: $150K+
3. Strategies
a. List stores or major brands (Influencers, social media)
b. Work with PSL photos to include 2 males, 2 females, etc.
c. Focus on luxury customers
4. Partnerships
a. Fashion Week
i. Discuss more events during the day, not in the tents
ii. Discuss sponsorship covering digital campaigns
iii. Discuss new partnership ideas with Chamber
iv. More So Cal outreach prior. Influencers?
b. CVB Membership
i. Yes, meet and discuss So Cal Co-Ops; billboards, other?
ii. Discuss CVB Influencer plans
iii. Discuss CVB Social Media inclusion
c. Summer Co -Op with City of PD and CVB: Include $10,000 budget.
d. PD Chamber: Set up a meeting to discuss co-op opportunities.
5. Social Media
a. Work with a consultant; get cost estimate
b. Focus on Instagram; Facebook.
c. Add TripAdvisor focus if feasible.
d. Add Twitter, YouTube, Google+ if feasible based on fees
e. Research any other
6. Media/Advertising
a. Radio - delete; review if EPPBID hosts events
b. TV - delete
c. Outdoor - work with CVB for Co -Op option
d. Print - Desert Sun: only if EPPBID hosts events
e. Print - PSL: Leave in the amount; meet with PSL and discuss
allocation of entire budget; $61,000
f. Print - Locale Magazine: Include in budget for consideration
g. Online/Digital - Seek options through other expenditures; PSL,
Locale, CVB
h. Paid Social Media Campaigns - have consultant include with
proposal
i. Consumer E-Blasts:
i. content will be important.
ii. Portal is set up on current micro -site to gather opt -in email
addresses; check with PSL about adding a portal on the
main site.
iii. Make sure the "sender" is El Paseo
j. Rewards App or Visitors Pass - Survey merchants, include an
estimated budget.
k. Microsite & PSL Website: Meet with PSL to discuss merging the sites.
7. Publicity
a. No traditional; monthly releases
b. FGC recommends allocating budget for their coordination of
influencer opportunities, working with the CVB, booking interviews
and handling requests.
8. Other Allocations
a. Photography: Work with PSL; budget $8500
b. Video Production: Allocate some budget, TBD
c. Graphic Production: Allocate monthly fees to cover design and
brand management of all needed assets by FGC.
9. Merchant Relations
a. Facebook Group: yes, FGC to estimate hours to manage.
b. Rewards App: See above
c. Monthly E-Blast: No, replace with FB Group
10. Host Events: Overall, most are in favor of doing this, however the budget
cannot support large-scale events.
a. Research small-scale events (Art Feature, Beer Tasting, Farmer's
Market)
b. Work with City of PD on a First Weekend monthly small event.
c. Host co -events with large-scale CV events such as Tennis, Golf
Tourneys, etc:
d. Help PEPP by activating an event after the Walk.
e. Add budget if possible.