OBSERVARE
Universidade Autónoma de Lisboa
e-ISSN: 1647-7251
VOL15, N.º 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025
73
PEOPLE AND PLANET FIRST: TESTING AN APPROACH TO PLACE BRANDING IN
THE DÃO WINE REGION
JOÃO PEDRO REIS
joao.pedro.silva.reis@gmail.com
He is currently a PhD student in Marketing and Strategy in a joint programme between the
University of Minho, the University of Aveiro and the University of Beira Interior. Her research
focuses on topics such as place branding, destination branding and country of origin. With a
business career in marketing, he is currently Head of Commercial Development at Sogrape
Vinhos S.A. ORCID: 0009-0004-5274-1772.
DENISE HENRIQUES
dquintela@fcsh.unl.pt
Denise Henriques has a PhD and a master´s degree in Public Policy, and a degree in Social and
Cultural Communication. She is the Director of the Post-Graduation in Placebrand and Place
Marketing of ISCTE Executice Education, and a researcher at CIES/ISCTE-IUL and ICNOVA-
Institute of Communication of the Universidade Nova de Lisboa. She developed with AICEP-
Agency for Investment and
Foreign Trade of Portugal, the Strategic Plan of Portugal Nation Brand and she was invited by t
he United Nations to develop the Guinea Bissau Digital Strategy.
She is the author of the book Marca Portugal: Políticas e Atores, published by ISCTE
and finaced by IAPMEI-Agency for Competitiveness and Innovation of Portugal,
as well as other scientific publications and international communications.
She has been an invited member of the scientific committee of several scientific events
and international networks, in her expertise and research interest areas: Placebrand;
Placemarketing; Inteligent and Sustainable Policies. ORCID: 0000-0003-4432-3947.
Abstract
This article suggests a new approach to place branding and place marketing, applied to a case
study the Dão Wine region and focused on People and Planet, rather than on consumer or
customer-centric approaches, which have been used extensively in marketing. Methodology
includes literature review, data collection, interviews, empathy maps and field observation in
the region. Main findings show the relevance of an expanded perspective of People and Planet
marketing mix applied to place brands and place marketing versus the traditional approach
used in commercial brands.
Keywords
Place brand, Dão wine region, People and Planet First, customer/consumer-centric, Public
Diplomacy.
Resumo
Este artigo sugere uma nova abordagem ao place branding e ao place marketing, aplicada a
um caso de estudo - a região do Vinho do Dão e centrada nas Pessoas e no Planeta, em vez
de abordagens centradas no consumidor ou no cliente, que têm sido amplamente utilizadas
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
74
no marketing. A metodologia inclui revisão da literatura, recolha de dados, entrevistas, mapas
de empatia e observação de campo na região. Os principais resultados mostram a relevância
de uma perspetiva alargada do marketing mix, People and Planet, aplicada a marcas e
marketing de lugares, em comparação com a abordagem tradicional utilizada em marcas
comerciais.
Palavras-chave
Marca local, região vitivinícola do Dão, People and Planet First, centrada no
cliente/consumidor, Diplomacia Pública.
How to cite this article
Reis, João Pedro & Henriques, Denise (2025). People and Planet First: testing an approach to place
branding in the Dão Wine Region. Janus.net, e-journal of international relations, VOL 15 N.º 2,
TD2. Thematic Dossier Place Branding and Public Diplomacy. February 2025, pp. 73-93.
https://doi.org/10.26619/1647-7251.DT0125.4.
Article received on 15 October 2024 and accepted for publication on 29 november 2024
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
75
PEOPLE AND PLANET FIRST: TESTING AN APPROACH TO PLACE
BRANDING IN THE DÃO WINE REGION
JOÃO PEDRO REIS
DENISE HENRIQUES
1. Introduction
This article suggests a new approach to place branding and place marketing studies and
the application of those developments in constructing a place brand in the Portuguese
wine region known as the Dão. Firstly, in the introduction, this approach is contextualized
in the scope of place brand as a scientific discipline. Secondly, it refers to the evolution
of the marketing mix concept and presents the model of People and Planet. Thirdly, study
contributions are discussed, resulting from applying this framework to the Dão wine
region, including a brief contextualization of the region’s history, current positioning and
main challenges in the future. Finally, the most relevant conclusions are summarized, as
well as the study limitations and further research opportunities.
The study benefits from the empirical experience of its authors, since one has been Head
of Marketing in Sogrape, the largest Portuguese wine company (Dinheiro Vivo, 2024),
for the last six years, and the other designed the Portugal Nation Brand Strategy with
AICEP-The Portuguese Agency for Trade & Investment. The authors have experienced
the relevance of place brand as a key component of Portuguese wine identity, in a
business-to-business client (B2B) and business-to-consumer (B2C), both domestically
and internationally.
Additionally, the author from Sogrape observed, not only from his own experience in the
Company but also from forums where he represented Sogrape, like debates organized
by cross-sector associations including ViniPortugal (representing all wines from Portugal
with appellations), Vinho Verde wine region marketing committee, Dão wine region
marketing committee, among other forums, where the national and regional wine place
brands were discussed to enhance the exports of all Portuguese wines with appellation.
These observations have strengthened the perception that there is a need to articulate
the place brand strategy with commercial brands, to ensure that place branding and place
marketing add value to their respective places and products.
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
76
2. Theoretical and conceptual approach: the opportunity within place
brand and place marketing
Countries, regions and cities are increasing their investment to create or improve their
place images to achieve economic gains through an increase in exports, investment and
tourism (Dinnie, 2022). However, only a few places have managed their place brand
strategically and consistently in the long term (J. Freire, 2021). For example, Portugal
has significantly improved its reputation over the past decade, especially for tourism
purposes (Bloom Consulting, 2011, 2024), despite not having, as its neighbor Spain does,
a clear place brand public policy and a clear value proposition for the “Portugal” nation
brand (Quintela, 2020, 2023).
The “father” of the nation brand, Simon Anholt, who developed the Competitive Identity
concept and its Hexagon (Anholt, 2007), and who created, in 2005, the international
comparison index for country reputation, currently known as Anholt-IPSOS, claims that
countries have multiple components contributing to reputation and that nation branding
does not work by itself nor as a mere result of place branding campaigns. Numerous and
heterogenous factors, such as public policy, governmental decisions or even the actions
of famous public figures and the success of national gastronomy around the world can
impact a country’s reputation (BBC News, 2018).
His work organizes the nation brand into five key factors: the natural beauty of the rural
and urban landscape, the hospitality of the people, the degree of technological
development, the “hard power” (strength of the economy and military power) and, most
importantly, the contribution of the nation for the world (Anholt, 2021). In summary,
“places are judged by what they do, not by what they say about themselves” (Anholt &
Co., 2024). Public diplomacy assumes a special role in this context.
Anholt introduced the public diplomacy concept in 2007, defining it as the set of actions
that political decision-makers develop to captivate public opinion both domestically and
abroad. This differs from conventional diplomacy, which is more oriented towards inter-
nation relationships. Since then, two phenomena have arisen:
1) Sub-topics have been derived from the terminology, including economic
diplomacy, more focused on companies and investors; scientific diplomacy,
focused on research networks and higher education internationalization and
cultural diplomacy which, similarly to large sporting events, materializes large
expo events that stir people’s emotions and contribute to higher empathy among
different cultures, boosting tourism, exports and investment like in Spain after
Seville 1992 Expo or in South Korea after the 1998 Olympic Games in Seoul
(Quintela, 2020).
2) Globalization, allied with the emergence of social and digital media, has
transferred more and more visibility from national political protagonists to regional
and even local decision-makers, and to sector and corporate associations, whose
influence extends beyond territorial borders. This phenomenon has generated a
diffusion of interest and power centers, transforming the public diplomacy arena.
The sector and civil associations, for example, do not suffer from the public image
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
77
erosion that politicians typically do, and generally, have more advocates and
followers spread around the world, facilitating the public diplomacy work
(Quintela, 2020).
As a result, despite Anholt (2007) considering that place marketing is not the most
important vector of place branding, it is accepted that, together with public diplomacy, it
supports place brand development. Currently, it is unanimously accepted by scientists
and practitioners that the development of a place brand a concept that includes country,
region and city brands - involves a marketing approach different from a commercial
brand, following a more holistic marketing mix (Quintela, 2023 in Barreto, Freire e Brito).
Although nation branding has expanded its case study base (Dinnie, 2022) as academia
and practitioners have been more in contact (Kaefer, 2021), there are still many
questions for theoretical and practical research, including:
1) how can place branding contribute to achieving sustainable development goals
(SDGs)?
2) how can place branding professionals utilise commercial brands as relevant
stakeholders for common value creation?
Both these questions could benefit from new conceptual thinking as well as applied case
studies, not only at a national level but also at a regional and city level. As mentioned by
Mariutti (2019), there is space for theoretical and methodological alignment relating to
place brands.
3. Methodology: People and Planet First, a new holistic model
The framework proposed for the alignment of place branding and place marketing is a
model of ‘People and Planet First’ expanding the marketing mix initial proposal. Marketing
mix was developed in the 1960s with 4Ps Place, Promotion, Price and Product (McCarthy
& Perreault, 1960). To this initial set, services’ marketing added three other Ps – People,
Process and Physical Evidence (Booms & Bitner, 1981), a perspective that was later
defined as New Marketing Logic, highlighting the change over the past 50 years from a
“transaction focus” to a “relational focus”, the common denominator of customer-
centric” (Vargo & Lusch, 2004). Given these two approaches are company-focused,
another lens was later explored by academics and practitioners, namely the “consumer-
centric” lens, where Price was analyzed as Consumer Cost to satisfy, Place as
Convenience to Buy, and Promotion as Communication (Lauterborn, 1990), which
evolved to address all marketing as an experience in an omnichannel and digital world
governed by 4Es rather than 4Ps: Product as Experience, Place as Everywhere, Price as
Exchange and Promotion as Evangelism (Fetherstonhaugh, 2009).
The original McCarthy & Perreault model (1960) remains relevant today, having been
used in the Principles of Marketing, by Kotler and Armstrong’s 19th Edition (2023). All
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
78
products, even those that are free, have in price a key element of their value proposition
and must have a physical or online point of sale. The 4Cs and 4Es lens has added useful
perspectives, which are deployed by some of the most successful commercial brands
around the world (Danziger, 2017).
There is however a window of opportunity for an additional lens for the development of
place brands which is partially covered in the marketing definition of the American
Marketing Association, namely Marketing is the activity, set of institutions, and
processes for creating, communicating, delivering, and exchanging offerings that have
value for customers, clients, partners, and society at large” (AMA, 2024). To be effective,
in the light of Anholt’s insights about the determinants of the reputation of a place brand,
place marketing should focus on the value for “society at large” first, namely in People
and Planet.
Place brands are far more complex than commercial brands. They are collective
constructs that have potentially millions of “owners”. While commercial brands are,
ultimately, owned by a single entity that owns trademarks, protects the brand and
promotes the brand to achieve its objectives, place brands are a sum of multiple entities
that live, breathe, promote and impact the brand, including the local population,
companies, political decision-makers and all the stakeholders that build public opinion
regarding it (Quintela, 2020).
The rise of social media, user-generated content and the rise of regional and city brands
challenged the conventional top-down nation branding (Dinnie & Sevin, 2020). Freire had
already identified “Local People” as a critical dimension for place brands as a factor of
decision for consumers (J. R. Freire, 2009), similar to the People P mentioned in the
service marketing. Here the People component proposed is not proposed in the service
provider perspective but as the locals being the de facto brand owners. As pointed out in
Mariutti’s revision of studies on country-of-origin, nation branding, country branding and
country reputation, “social science research recognizes many conceptual
interconnections between the various sub-themes” (Mariutti, 2017) and a significant
effect is mentioned as part of a Pakistani study: “if a country is negatively stereotyped
on the global stage, it weakens the ability of people to live their nation’s brand” (Yousaf
& Li, 2015). This highlights the two-sided relationship between a place brand and its
People.
Given the openness provided by the authors Booms & Bitner (1981) who claimed that
the Marketing Mix is dynamic, and bearing in consideration that other approaches have
been conceptualized, especially in the field of sustainable tourism (Pomering et al.,
2011), a new Marketing Mix lens is proposed called “People and Planet first”:
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
79
Figure 1 - Marketing Mix Lenses
Source: Authors
In the model proposed, there are two critical tasks, inseparable sides of the same coin.
The first task is to ensure that the interaction between the place and its People is a long-
lasting positive Relationship
1
, and the second task is to establish a sustainable Balance
between the product or service with the Planet.
Relationships require mutual understanding. Hence, the chain starts with listening to
what the place brand currently means to stakeholders and what they want or dream it
could become. This forces traditional “commercial brands’ marketeers” to step back from
their usual modus operandi, towards a more holistic and realistic vision. More than a
“top-down” imposed vision, as can be the case with commercial brands, the future of
place brands depends on the sum of the contributions of agents in that territory.
The first step is to identify the stakeholders. For that, this study suggests the
“Power/Interest Matrix”, a best practice promoted by the European Commission (FI4INN,
2024). This provides a roadmap to help understand people’s different perspectives, from
residents to consumers, from weekend tourists to owners of companies and potential
investors.
The second step is to define the best format to capture each stakeholder’s insights most
effectively considering both formal and informal settings. Depth, not necessarily volume,
is critical here. To capture the distinctive aspects of the Dão wine region, this study
includes significant data collection on wine tourism and wine export statistics, 10 script-
based interviews with key stakeholders, three co-created empathy maps as well as
consumer online surveys undertaken by 72 Portuguese and 80 American consumers.
The stakeholders selected for interviews represent the producers (four interviews) and
the entities responsible for the Dão wine region brand and for promoting Dão and
1
To highlight the concepts, People, Relationship and Planet and Balance will be used with initial letter in
caps, from this chapter onwards.
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e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
80
Portuguese wines (six interviews). These script-based interviews last at least one hour
and are focused on past and current perceptions of the region as well as perspectives for
future development. In addition to the formal interviews, informal gatherings (e.g. those
after DWRB marketing committee meetings) are also insightful.
For the empathy maps, three individuals are selected to offer differing perspectives of a
resident, a national tourist and an international tourist. The co-creation sessions have no
set duration - actual sessions ranged from 1 to 4 hours - and have an open conversation
mode resulting in deeper insights. Empathy maps identify core issues relevant to the
place brand and encompass not only what interviewees say, but also what they see, feel
and hear (Dam & Siang, 2020). This is critical to gaining a true understanding of the
Relationship the place brand establishes with stakeholders.
An online self-reported survey to 72 consumers in Portugal and 80 consumers in the
United States, key markets for the o wine region, is used to assess their current
perception of the region, its products and associated key brands, and to learn about their
previous visits to the region or plans to visit in the future. A statistical summary of the
results is included to interpret the current perception of consumers, but also as insightful
sources to challenge interviewers.
The third step is to run a qualitative assessment of the information gathered using the
holistic model, starting with the holistic Relationship perspective and then exploring the
other three lenses, split into the two axes by asking key questions:
Relationship-Exchange-Cost to Satisfy-Price axis: Is the place brand able to have
sustainable repetition from the visitors, investors and consumers of its products
and are its residents happy with the resulting current inflow? Is the exchange (of
visiting or consuming the place’s products) fair to the consumer or over/under
delivering and is it profitable for operators in the long term? Is the cost to satisfy
and the price competitive vs other alternatives?
Relationship-Evangelism-Communication-Promotion axis: Does the audience
relate to the People of the region (including local producers, its workers,
gastronomy sector) and are they proud of the region’s positioning? Are there
ambassadors, loyal fans promoting the place brand? Is the place brand
communication connecting with the audience? Are the place brand’s promotion
efforts reaching an audience open to potential repetition rather than just novelty-
seeking?
The other side of the chain, Balance, first requires identifying a framework that can be
used holistically to assess the place’s Balance. The framework needs to be adapted to
the place in question and allow for a comprehensive analysis of not just the
environmental issues, but also on additional elements including geography, architecture,
urban and/or rural landscapes as well as traditions, key artefacts and celebrations.
Secondly, it is important to understand the life cycle impacts of the place’s key products
and services. Consumers are more aware of sustainability and mention how it plays a
more relevant role in their purchases, especially after the Covid-19 pandemic (McKinsey
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
81
& Company, 2021). Striking a Balance with the Planet means minimizing the impact of
the place’s activities on the territory for citizens’ future generations.
Thirdly, getting to know and visualize the physical territory which includes the geography,
natural habitat, housing, architecture, natural resources, climate, colors, sayings, music,
dances, flags, food and so many other characteristics that make each Place unique. It is
therefore critical to feel the physical territory with authenticity being a central element
to successful place marketing with all five senses what it looks, smells, sounds and
tastes like and what it feels texturally. What is truly unique, distinctive and realistic about
a place brand, including its People and Planet, is key to developing a credible, sustainable
and “sellable” place brand (Quintela, 2020). The approach recommends visiting in
person, ideally with no agenda, and adopting the perspective of a resident or tourist. For
the Dão wine region, site visits were selected based on desk research resulting in 37 sites
representative of the region for both residents and national and international tourists to
visit, of which 13 were selected for actual visits representing landmark hotels, key
cultural locations and gastronomic references, as well as natural sites and wine
producers, mostly in the cities of Viseu, Mangualde and Nelas.
The final step is to run a qualitative assessment that considers all of the aforementioned
inputs above and seeks to answer the following questions:
Balance-Experience-Consumer Needs-Product axis: Are the place’s products
and/or services designed for circularity, neutrality or even positive impact on the
place’s environment? Is the entire experience, digital and physical, of acquiring
and enjoying the place’s products or services engaging or is it a single-way flow?
Are the consumers regularly consulted about satisfaction and new needs? Are the
residents proud of the product’s perception as representative of the place?
Balance-Everywhere-Convenience-Place axis: Is the way the place brand’s
products and services are sold minimizing the impact on the environment? In
providing convenient sales “everywhere”, is the brand taking into account the life
cycle impact? Is the place gaining in biodiversity and preserving its cultural
heritage? Are the products and services being sold at points of sale that reach the
right consumers? Are technologies being used to facilitate consumer access?
In summary, the People and Planet lens applies to a place brand as a first step to truly
understanding the brand’s current positioning and perception as well as providing
valuable insights into avenues for branding and marketing efforts going forward.
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
82
Figure 2 - Summary of People and Planet First Approach
Source: Authors
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e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
83
4. Discussion and Study Contributions
The Dão Wine Region was defined in 1908, and legislated in 1910, becoming the first
non-liquor wine region demarcated in Portugal (CVR Dão, 2024). The region includes
over 2,000 producers, circa 13 thousand planted vineyard hectares (about half of the
Alentejo wine region) (IVV, 2024), with a production of over 17 million liters. Portugal is
the most relevant market (63% of consumption in 2022), but it has important volumes
to Canada, USA, Brazil and Switzerland, which represent over 90% of total exports (CVR
Dão, 2024).
The region was designated by the “Estado Novo” (Portugal’s political regime from 1933
to 1974) as “Portugal’s winery”, as part of industrial planning policy (Vieira, 2024), which
led to a focus on productivity and a general loss of quality (Mayson, 2024). The system,
focused on cooperatives, ended only with Portugal’s integration into the European Union.
Private operators became able to invest in the region and change winemaking practices.
Sogrape was present in the region before 1986 but was now allowed to buy grapes
directly from producers and to establish its own vinification by acquiring Quinta dos
Carvalhais vineyards in 1988 and building a modern winery in 1990.
Thanks to the vinification studies made by Engineer Alberto Cardoso Vilhena in the Centro
de Estudos Vitivinícolas do Dão, winemakers in the 1990s could taste and select from
several single varietal micro-vinifications, the most important grape varietals for the
future development of the region, with the aim to restoring high standards. This it has
done (Mayson, 2024), although most experts recognize it is still far from fully realizing
its full potential (Vieira, 2023).
The current study applies the People and Planet First holistic model to the o wine
region, a region that is shifting its focus towards quality and aligning itself more with the
superior recognition niche (small selected market segment) positioning. Figure 2
illustrates the first step in the People and Planet first approach: the stakeholders mapping
of the place brand the Dão wine region as a starting point for the Relationship axis
of the Marketing Mix.
The interviews result in insights regarding the marketing mix of the region, including the
perspective not only of DWRB, but of producers too. In most cases, the history of volume
and low quality is mentioned which reflects it is an important perception to overcome,
not just in the eyes of the consumer, but also to the producers and the residents
themselves. A visible step-change seems required, perhaps in the form of a rebranding,
relocation of headquarters or beginning of a new event that demonstrates the
rejuvenated, higher quality Dão wine region. Several opportunities are mentioned,
including the limited, but relevant growth of high-quality restaurants and new hotel
venues located not just in the urban areas but also, increasingly, linked to the vineyards.
Empathy maps result in very different insights. A young resident in Viseu understands
the importance of wine to the region but does not see it as relevant to the daily city life.
As a mere example, Viseu holds, during August, one of Portugal’s oldest fairs now in
its 633rd edition (Público, 2024) - with hundreds of thousands of visitors. Despite histo-
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
84
Figure 3 Stakeholder Mapping of the Dão wine region place brand
Source: Authors
rical connections to wine and a large audience, the fair did not have a relevant presence
of Dão wines in recent years, thereby losing touch with its local population. The Viseu
District, where the Dão wine region is mostly based, includes an urban context, a city
with over 100,000 inhabitants, and a rural landscape whereas most municipalities have
10,000 residents or fewer. Like most urban areas in Portugal, Viseu faces a housing
shortage and the lack of affordability common to major cities, but also faces a challenge
of regional cohesion with a lack of public transportation for those looking to explore the
region, locals included. A young person looking to go from Viseu to Serra da Estrela
mainland Portugal’s highest mountain and a relevant tourist attraction a little over
70km away, may take two entire days to reach their destination via public transport,
which deters young residents from to visiting rural areas in the region.
A national tourist empathy map co-creation shows that even those with family ties to the
region mention a lack of reasons to visit including restaurants, cultural attractions or
even reference stores, despite the relatively short distance to Porto (circa 1 hour away)
and Lisbon (circa 2 hours). These detailed insights - uncovered through the empathy
maps - are likely the key reasons behind more than half of the Portuguese consumers in
the survey not having visited the region in the past. On the other hand, from an
international tourist’s perspective, there is interest in the region’s unique wine
component. However, a lack of other key attractions tempers their interest, particularly
for those traveling with a non-wine connoisseur. As an example, Buçaco, a palace and
garden in the Bairrada region (next to the Dão), was mentioned as an interesting place
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e-ISSN: 1647-7251
VOL 15 N 2, TD2
Thematic Dossier Place Branding and Public Diplomacy
Special edition on Ibero-American States
February 2025, pp. 73-93
People and Planet First: testing an approach to place branding in the Dão Wine Region
João Pedro Reis, Denise Henriques
85
to start a journey into a more natural experience in the “Beiras” (a popular reference
which includes Bairrada, Dão and Beira Interior wine regions).
The consumer survey provides an analytical perspective regarding the issues of the
region’s visibility and quality perception. Portuguese consumers attribute a Net Promoter
Score
2
(NPS) of 11 and American consumers an NPS of -13. These figures are
considerably below benchmark figures of both consumer goods and luxury goods, 42 and
86 respectively (Customer Gauge, 2022). This means that the perception of the ongoing
quality transformation has not been acquired by the consumer yet. While there are still
entry-level low-quality wines produced by the region, it is recommended they are not
labeled as “DOC Dão”, but instead carry a regional wine appellation (such as “Regional
Beiras”) to clearly differentiate the region’s quality. Besides clearly addressing the lower
quality wines, the region could clarify its higher quality wines. As an example, the region
created in 2014 the classification “Dão Nobre” a unique classification for superior wines.
However, since its inception, only five wines in three different vintages (2015, 2018,
2019), all from the same producer have been awarded this classification (Pinto da Silva
& Esteves da Silva, 2022). As it stands, this classification prevents the region from being
regarded as high-quality.
Concluding the Relationship component with the holistic questions, there are additional
possibilities for the place brand to explore. On the Relationship-Exchange-Cost to Satisfy-
Price axis, there are many opportunities including, but not limited to:
Holistic Question (HQ): Is there sustainable repetition from visitors, investors and
consumers? Short Answer (SA): The region currently does not track this nor do
any other entities (Turismo do Centro) but the data shows that few national or
international tourists consider the Dão, let alone repeatedly.
HQ: Are the People of the place happy with the resulting current inflow? Is the
exchange (of visiting or consuming the place’s products) fair to the consumer or
over/under delivering and is it profitable for operators in the long term? Is the
cost to satisfy and the price competitive vs other alternatives? SA: Currently, as
perceived in the consumer survey, the value proposition is not yet over-
delivering, and the region needs to establish higher quality standards and
separate the Dão DOC from entry-level wines. Given that there is an
abandonment of vineyards, it seems older, less professional producers are not
sustainable. On the other hand, the region is seeing an inflow of producers from
other regions, including high-end investments which suggest potential
profitability for higher-end positioning. With a vineyard area of about half of
Alentejo and a third of the Douro, the Dão is still transitioning from the previous
“Portugal’s winery” positioning towards its natural “boutique” (i.e. smaller in
volumes, but at higher perceived value) positioning.
2
To assess Net Promoter Score (NPS), consumers are asked about the likelihood to recommend a
product, service, or organization on a scale of 0-10. The NPS score is calculated by subtracting to the %
of “promoters(those scoring 9-10) the percentage of “detractors” (those scoring 0-6)
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On the Relationship-Evangelism-Communication-Promotion axis, there are also
opportunities including, but not limited to:
HQ: Does the audience relate to the People of the region (including local
producers, its workers, gastronomy sector) and are they proud of the region’s
positioning? SA: While there was no evident negative sentiment from the
interviews, the legacy of low quality did weigh on most answers. A more
connected brand image and resident-focused campaign could help create a
stronger sentiment of belonging. As an example, using artificial intelligence - for
visualization purposes - and making use of all interview data and region inputs,
it was possible to develop an alternative logo that better reflects the region’s
unique qualities and portrays the o resident’s calm, joyful and friendly
characteristics. Co-creating the logo with local producers, residents and tourist
operators could result in a stronger buy-in from all of the region’s economic
operators.
Figure 4 Current Dão logo (Source: CVR Dão) and artificial-intelligence proposed logo for
the Dão wine region
Source: made with ChatGPT and Dall-E
HQ: Are there ambassadors, loyal fans promoting the place brand? Is the place
brand communication connecting with the audience? SA: While there are several
key opinion leaders, prominent distributors or sommeliers fans of the region, a
“Friends of the o” network could be created to form the basis of public
diplomacy work and extend beyond commercial connections via formal and
informal ambassadors. For example, the more than likely first Portuguese Master
of Wine is a producer in the o region (Pacheco, 2023) and could be a terrific
brand ambassador.
HQ: Are the place brand’s promotion efforts reaching an audience open to
potentially repeating rather than just novelty-seeking? SA: DWRB did not show
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evidence of having clear brand guidelines including positioning and target
audience. This could be an opportunity to define a more targeted audience more
likely to repeat and thus become more loyal and sustainable long-term.
Regarding Balance, framework first. The o wine region is mostly a rural region with an
abundance of natural landscapes, agriculture and historical traditions. For this, the
Agroecology elements published by the Food and Agriculture Organization represent a
comprehensive list to cross-check for sustainability, from diversity to culture and food
traditions.
Figure 5 - 10 Agroecology Elements
Source: FAO/UN, 2019
For the second step, the most relevant life cycle impacts in the wine business are in glass
manufacturing and transportation, especially road freight (Pinto da Silva & Esteves da
Silva, 2022). Several producers mentioned have reduced bottle weights in recent years.
As for sales, as mentioned, most are already in Portugal and most export sales are served
by sea freight including Canada, Brazil and the USA, although their last mile will at some
point imply truck-based carbon emissions.
The third step includes experiencing all five senses of the Dão wine region. The o wine
region is unique in Portugal given its one-of-a-kind geography. It resembles a hidden
gem, surrounded by several mountains (including Serra da Estrela, Caramulo, Açor,
Buçaco and Nave) which, combined with the two rivers that cross the region, Dão and
Mondego, and vineyards at least 400 meters above sea level, allow the wines to have an
authentic freshness and character, which is critical to the production of high quality
wines. The agenda-free nature landscape visits uncovered a little promoted network of
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“swings” on top of the region’s highest mountains, a path ideal for those looking for
lesser-known paths. Additionally, the common presence of butterflies was noted and
identified as a potential icon for the region’s biodiversity.
Wrapping up all insights and applying the holistic questions to the Balance component
results in additional contributions, first on the Balance-Experience-Consumer Needs-
Product axis, including:
HQ: Are the place’s products and/or services designed for circularity, neutrality or
even positive impacts on the place’s environment? SA: The region could use this
lever to differentiate from other regions at a time when even key opinion leaders
are demanding for lightweight bottles (Robinson, 2023). Making it mandatory for
producers bearing the region’s DOC trademark to use light bottles as well as
seeking to reuse locally consumed bottles through a partnership with local waste
and recycling companies (e.g. Planalto Beirão).
HQ: Is the entire experience, digital and physical, of acquiring and enjoying the
place’s products or services engaging or is it a single-way flow? SA: The region
has the opportunity to develop its wine tourism, connecting the product with long
stays, experiences in touch with nature and contributions to biodiversity, as well
as the potential to keep in touch with the winery after each visit. Given the recent
growing importance of wine tourism (Turismo de Portugal, 2024), the region can
attract tourist operators and investors to create new offerings. And the DWRB can
lead this transformation. Currently, the DWRB headquarters is neither
“representative” of the region, as per some of our interviewers, nor is it engaging
for visitors. A more natural, immersive, welcoming experience by the DRWB could
set up a precedent for producers to follow, as well as functioning as a beacon for
operators and tourists. It could integrate the local community, promote
biodiversity - for example with a butterfly habitat - and embed the component of
exploration with the gastronomic experiences the region has to offer.
HQ: Are the consumers regularly consulted about satisfaction and new needs?
SA: There was no evidence by the DWRB of recent consultations to consumers
regarding their needs. Despite that, the producer’s search for authenticity has
made its wines evolve in line with the most recent trends in wine consumer
preferences, namely lower alcohol and more elegant wines (Garcias, 2023).
HQ: Are the residents proud of the product’s perception as representative of the
place? SA: The region has been focusing its communication on indigenous grape
varieties like Touriga Nacional and Encruzado. Producers and residents feel proud
of these booming native varieties and the recognition they are receiving; the
Touriga Nacional is accepted in the Bordeaux wine region due to its climate change
resilience.
Finally, on the Balance-Everywhere-Convenience-Place axis, there are additional
suggestions arising from the holistic questions:
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HQ: Is the way the place brand’s products and services are sold minimizing the
impact on the environment? SA: DRWB focus markets for promotion could be
either in Portugal or in markets where distribution footprint is lower. Besides
addressing the classic economic inside-out perspective (i.e. what are the current
top markets and growth potential) it is important to acknowledge the key markets
for the benchmark regions for example, Burgundy and incorporate the outside-
in perspective.
HQ: In providing convenient sales “everywhere”, is the brand taking into account
the life cycle impact? Is the place gaining in biodiversity and preserving its cultural
heritage? Are the products and services being sold at the points of sale that reach
the right consumers? Are technologies being used to facilitate consumer access?
SA: It is recommended that wine producers connect directly with consumers as it
happens with United States wineries, where direct-to-consumer represents c. 8%
of all wine sales (Sovos, 2024). Establishing a connection through the wine, or
with a visitor after a going to one of the o wineries or restaurants can be a key
enabler for that visitor to remember, cherish and return.
Towards that goal, it is recommended for the DRWB to develop a revised approach,
leveraging all its brand assets, reinvigorating its Marketing Mix and making use of public
diplomacy, but also economic and cultural ties.
An even wider view of Relationship, considers that the Dão region is among others in the
Center of Portugal that can, collectively have greater critical mass to promote each place
brand while also becoming increasingly relevant to visitors, operators and investors in
the Bairrada and the Beira Interior regions. This form of internal diplomacy can
strengthen external connections, increasing the reach of public, economic and cultural
diplomacy.
Besides coordinating with other wine regions, it is important to align all stakeholders
currently promoting the Dão wine region, even indirectly. Today, the region is promoted
by Turismo do Centro, ViniPortugal, CIM Viseu Dão Lafões and many others including
local city halls and economic development associations. Desk research shows that each
presents a different view of the Dão. ViniPortugal does not include it among Portugal’s
top wines, Turismo do Centro presents an antiquated view of the region (like pre-1990)
and CIM Viseu Dão Lafões promotes the region without addressing wine tourism.
Ensuring all of them are aligned is a critical factor towards success.
4. Final Considerations
Place brand and place marketing being recent, the aim of this research is to contribute
theoretical and empirical developments in these domains, and to make proposals that,
based on the case study, which can be replicated elsewhere in Portugal and
internationally.
Additionally, given the evolution of place branding 2.0 and public diplomacy (Anholt,
2020), the suggested approach supports the idea that a place brand is made credible
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through a “good deed” diplomacy, bringing to the world its best, but, at the same time,
contributing to the common good, economic progress and environmental sustainability.
The use of the People and Planet First model, overcomes classic Marketing mix
constraints in developing a place brand and allows for the incorporation of key
stakeholders and ideas for place brand, sector and company development (Quintela,
2021). The model is aligned with 1) what consumers are looking for, i.e. brands that
respect People and preserve the Planet and 2) the authenticity and distinctive features
of the region.
The application of the People and Planet First approach to the Dão wine region was shared
with the DWRB and well received. Some quick-to-implement feedback was given,
regarding market selection, for example, with initial discussions also focusing on the DOC
Dão, “Beiras” and the Dão Nobre classifications, as well as the potential new headquarters
of the DWRB. The entire holistic strategy requires longer term projects and commitment.
A follow-up of the definition and implementation of the strategy will be useful to validate
the approach beyond its conceptual value.
The complexity of developing a place brand that is connected to commercial brands
creates limitations for the study given the lack of similar cases for comparison. This could
be a window of opportunity for future efforts relating to international comparability.
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