Posts Tagged ‘measurement’

How do you do communication planning?

Friday, July 29th, 2016

Planning is SO crucial to effective PR that I can’t even when I encounter communicators who don’t or can’t do it. Fortunately, there are fewer of those all the time, and I really respect those who ask for help. Here’s a short primer on doing effective strategy.

My two cents is that you have to start with objectives. Objectives are everything. When they are SMART, they set the stage for cogent strategies and effective tactics, and for measurement. If your objectives are too broad and high level, it’s much harder to make them work.

Even the term, “objectives” is a bit fraught, because of the war between “goal” and “objective.” Some models use goal as the more specific and objective as the more general. The OGSM model does this. It’s an excellent model that specifically connects different departmental plans to one another.

For our purposes, we will use goal as general, and objective as specific.

I have two templates to share with you. One now, and one later. First is the AMMO model. Audiences, Messages, Methods, Objectives.  You put a 2X2 box together with Audiences and Objectives on the top row and Messages and Methods on the bottom.

filloutammo

For this purpose, Audience is equal to stakeholder. We typically prefer the latter term, as audience implies passivity, but stick with me. For each audience, you articulate what you want them to think, feel and/or do.  Then you push that information through the SMART filter — specific, measurable, attainable, relevant and time-bound. This is probably the hardest part of the planning effort. Keep driving to get each SMART element into your objectives.

Next, you determine messages — what information do you need to transmit to realize your objectives? What do you have to hear back from the audience? The message platform isn’t ad copy — it’s the thoughts and ideas that guide development of content.

Finally, methods – which communication tactics will effectively transmit your messages and bring your objectives to reality?

The construction of effective objectives relies on your ability to continue refining and narrowing your focus.

For example:

You may hear “We want media coverage.” That’s not an objective, even if we quantify the type and amount of coverage. It’s a strategy designed to reach your end audiences. So, we ask, “Why?”  Answer: We want to elevate awareness among our target audiences. Still not a SMART objective. What is the current state of awareness? By how much shall we increase it, and over what time period?  Good objectives have a benchmark, a target, and a timeframe.

But we still are expressing this in “output” terms — what about the effect of increased awareness? What we really are asking for is increased sales, improved attitudes and beliefs about us, actions to recommend us, etc. Our objectives have to include outputs (what we do and that immediate result), outtakes (also known as communication outcomes, like web traffic), and outcomes (business results).

Our objectives must include all three levels – and the relationship among those levels must be valid.

Strategy is a road map — objectives are the destination. The messages are the fuel and the methods the vehicle.

Below, two resources I highly recommend — a paper from Anderson, et. al. on objective setting, and one from Rawlins on stakeholder priorities. Both are Gold Standard papers from the Institute for Public Relations Measurement Commission, of which I also am a member.

Anderson, F., Hadley, L., et.al. (2009) Guidelines for Setting Measurable Public Relations Objectives: An Update.  http://www.instituteforpr.org/topics/setting-measurable-objectives/ 

Rawlins, B. (2006) Prioritizing Stakeholders for Public Relations.  http://www.instituteforpr.org/prioritizing-stakeholders/ 

There is TONS of great stuff at www.InstituteforPR.org — it’s free, there’s no membership or registration, and it reflects the cutting edge of measurement research for the practice. Please consider supporting the IPR — it relies on donations to keep going. 

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3 new research items that move PR forward

Thursday, April 21st, 2016

ResearchBlockThe research at the International PR Research Conference in March includes several items from Dr. Ansgar Zerfaß of the University of Leipzig, who, as has become usual, is at the vanguard of public relations research. These three papers are leading our practice – and deserve much more notice among those of us who do the work. They join several others that I covered previously.

I’ve written before about the need for practitioners to embrace the academic professionals who are researching our field. Zerfaß brought with him Ph.D. student Sophia Charlotte Volk, who shared two papers co-authored with him (and won a heap of research awards at the conference, including this one) that I’ll briefly describe in successive posts. Talking with Ansgar and Sophia was terrific, and I learned a lot from them.

The Communication Value Circle — Introducing a multi-disciplinary framework for aligning communication with corporate strategy. (Zerfaß & Dr. Christine Viertmann) This research project explores the theories and concepts that explain communication value in the context of business, and identifies and arranges in a system communication goals, and links them to corporate goals. This latter portion of the project establishes that communication contributes to overall business objectives in four ways:

  • Enabling operations through publicity, customer preferences and employee commitment;
  • Building intangibles through reputation, brand and corporate culture;
  • Ensuring flexibility of a corporation through establishing and maintaining relationships with stakeholders, and building trust and legitimacy, and
  • Adjusting strategy through thought leadership, innovation potential and crisis resilience.

Implications:

This work begins to codify, clearly, not only how to describe the impact and value of organizational communication, but to build measurement strategies to demonstrate it.

  • “Enabling operations” speaks to organizational effectiveness, productivity, and sales leadership and the measurement of each.
  • “Building intangibles” can give input to balanced scorecard figures on nonfinancial indicators.
  • The point on building and maintaining relationships suggests measuring the strengths of those relationships.
  • The most important, to me, is “adjusting strategy.” Measurement isn’t only about proving value, it’s about actionable intelligence that allows organizations to course-correct.

Stay tuned for other posts on the IPRRC 2016 research.

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5 questions to ask your employees now

Friday, April 17th, 2015

ThinkstockPhotos-185452608We’re struggling in internal communication. The move to “social” within the enterprise is shifting our focus to tactics when we are still grappling with strategy.

What is internal communication for?  Are we advocates for employees? Advocates for management? Internal propaganda officers? Magazine editors?

We exist to help create organizational competitive advantage. Our executional elements for that will include tactics and tools, certainly, but in the end, our messaging and measures must reflect our existential mission.  Research from a few years ago (O’Neil, J. (2008)) shows that the answers to five questions can reveal *53% of the variance in employee comprehension of strategy, vision, values, etc. Here they are:

I am kept informed about the reasons behind company decisions. Nothing is more important to comprehension than reasons, and yet, organizations still persist in the belief that they’re not relevant or important enough to share. I think there’s a fear factor here — “What if they disagree with the reasons?” So what! Tell people plainly why you’re doing what you’re doing. They may not like it, but will respect you for sharing.

My business unit/function does a good job of communicating information to all employees. Perception of value is crucial. When employees believe the organization is good at internal communication, they tend to better understand the business.

The information I receive from my business/function is complete. Another faux pas is restricting information from internal communication. Employees are smart. They know when the sin of omission is committed, and in the absence of information, they will make up their own.

I am kept informed about major changes occurring within my business/function. When the answers to this question are poor, you’re almost guaranteed to have a workforce that doesn’t comprehend what you need it to. It’s shocking how many times leaders will assume that people don’t need to know about a major change, often claiming that because it’s outside of their area of direct responsibility, it’s not relevant.

I am kept informed about major changes occurring within the company. How can you operate your organization without keeping people abreast of the most significant changes? There are too many organizations which simply don’t think employees care. Good heavens, of course they care! Don’t you care about your organization? There are counter-examples, but the exchange relationship commonly associated with customer relationships usually doesn’t apply when you work for the company. It’s a less transactional, deeper and more substantive relationship with employees that leads to high performance.

Why not ask these questions every three months for a year?  Quick, easy surveys, postcards after town halls, postscripts to intranet stories.  Ask them and use the results to guide your editorial and manager communication activities. You might find the results more than compensate for your time.
*R2 = .526; F = 625; p = .000

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5 facts that independent schools should take to heart about marketing

Monday, October 27th, 2014

462996881Independent schools (boarding and private schools) are bastions of wealth and privilege, packed to the ancient rafters with the sons and daughters of titans of industry, government and commerce, with long waiting lists of the 1 percent clamoring for entry. And the admission directors’ main job is to say, “no.”  Well, not exactly. This is 2014, and even alumni (many of whom have moved away from the old school) no longer “always” send their kids back. It’s a new world, and independent schools need to wake up about marketing.

What’s happened now is a massive demographic shift, from north and east to south and west, mirroring the wider trends in societies. For example, the state of Ohio, home to four boarding schools and countless private day schools, lost 150,000 households with children under 18 between 2001 and 2010. Who were those people? Young families from the state’s main metro areas, Toledo, Cleveland, Dayton, Columbus, Youngstown and Cincinnati.

In Massachusetts, nearly 31 percent of households had children under 18 in 2000. That figure dropped to 28 percent in 2010, and just 8.6 percent had children under 14… Connecticut:  20 percent of households had children under 14 in 2000. 17.7 percent in 2010. On the surface, these are changes of just a few percentage points, but given the continued trends, and the lower birth rates associated with modern American life, they’re sobering. SSATB’s recent survey noted a 33% decline in domestic boarding students since 2001, and a precipitous decline in inquiries.

How do independent schools need to respond to the shift?

1. Realize you are battling with your peers over a declining market. Differentiating your product is essential — the traditional New England boarding school experience can be had many places, and the cost to value calculation is being conducted more often than you think.  Your brand must differentiate you.

2.  People outside of the I-95 corridor don’t understand boarding schools. That’s why the highest proportion of boarding school attendees come from just six states, according to The Association of Boarding Schools.  Creating new boarding school families is critical, but it’s an expensive proposition that independent schools haven’t budgeted for. By one calculus, a prospect needs to be exposed to messaging 30 times before the product or service has a shot at entering the consideration set, and that’s assuming your targeting is precise enough to find the most likely people to be prospects.

3.  People have good choices other than independent schools. Many cities with challenging public schools not only have great private options, they have charter schools and parochial schools that compete with your school. Even in cities that are struggling, there are people who believe in public schools and want to support them, or who want a religious education, (or who just want to be five minutes closer to school), rather than send their kids to yours.

4.  For boarding schools and private high schools, the kids are driving the decision process, and they aren’t reading your viewbooks and brochures, or your letters. They’re using Instagram and Facebook to find your current students and evaluate your school from that angle. They hit your website looking for multimedia content that’s real, open, honest and focused on them. They find your followers on Twitter and engage on Snapchat. They don’t care about your marketing messages, they care about discovering the real story of your school.  They don’t read long articles. They are harsh judges.

5. Digital marketing is more targeted, more effective and more measurable than analog marketing. It can be efficient, too (ask me for details), but it still takes budget and expertise. It’s more than search engine optimization or buying Google Adwords (which can get spendy very quickly), it’s managing your digital strategy from objectives to creative in concert with your other communications. Public relations, social media, internal communication, parent communications and alumni communications all play crucial roles in the marketing mix. You need experience and talent to manage all of that.

It’s doable. But your school has to let go of the ego-centric conceit that it doesn’t NEED marketing because of its history, its venerable buildings, its location or its alumni base. The world is changing fast, and only the adaptable will survive.

Data retrieved from http://factfinder2.census.gov/faces/nav/jsf/pages/index.xhtml , 2013 State of the Independent School Admission Industry (SSATB)  This post also appeared on LinkedIn. 

 

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Is it energy, will power or caffeine?

Wednesday, July 30th, 2014

WorldHQI just ran across this list: 61 best social media tools for small business. Good gravy. I know of or have used five (5). This kind of discovery gets repeated frequently at the beautiful World Headquarters of Communication AMMO.  What I’m wondering is how in the world anyone keeps track of this stuff.

Yes, I’m aware of outstanding tools like a pen and paper for such matters, but really. Is my deficit attributable to a lack of high-test coffee? I gave up caffeine some time ago, relegating myself to the wilds of what’s the point Coke and Decaf (Letterman: “It’s what they’re drinking in Hell.”)

Or is it a question of not caring enough to take the time? Maybe my cynicism about social media overcomes my professional desire to be The One Who Knows Everything.  It could be a suffering from comparisons — I’m not as smart as the cool kids who drop these names like elderly debutantes (True story: She: “You’re from Seattle! You must know the Weyerhaeusers!” Me: “We ran in somewhat different circles.”)

It could also be a deficit of energy — I’m busy with clients and now with research for my thesis and shortly with writing the darn thing and defending it. I also have friends, family, home, cats and books to read, movies to watch and music to play and listen to. I don’t have the energy to “live social,” darn it. I like to sleep and do offline things (see above.)

So Mr. Google (and Mrs.Twitter, Ms. Facebook, Monsieur LinkedIn and the occasional Herr Pinterest) will have to do.  I just have to wean myself off the idea that I can be the font of all wisdom in that space. Instead, I’ll keep pushing for quality over quantity, for probity and wisdom over transience and faddism, for support and positivity instead of snark and self-aggrandizement.

How about you?

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Employee comms planning requires research

Friday, July 25th, 2014

186140619We shouldn’t need to say it. As internal communicators, we’re one of the few in an organization who can take the pulse of the firm. Even in our editorial roles, we talk to people all the time. We (hopefully) know the business, its goals, challenges, strengths. We understand leadership’s priorities and how communication can help move them forward. We’re the experts.

We need to make decisions based on facts and data, not conjecture and conventional wisdom. That takes research.

I’m not saying it all has to be quantitative, academically bullet-proof (though that doesn’t hurt), but we’re the only ones who can bring employee intelligence forward to the leadership. We need to find the balance between just executing and doing proper outreach, judging the effectiveness of our messaging, channels, tools and techniques.

Imagine a conversation with your boss like this:

B – What’s happening with our employees?

U – We got 400 hits on our strategy story last week!

B – So?

U – Uhhhhhh.

Been there?  It should be more like this:

B – What’s happening with our employees?

U – We got a lot of comments on the strategy story. Most were OK, but a couple of them make me think we need to test some other ways of explaining the strategy to make it more relevant to more people.  I followed up with a couple of calls to some people, and I have some ideas about what to do differently.

B – Tell me more!

That’s a different dynamic.  We need more research up front, more evaluation during our communication activities, and more measurement afterward to connect with business objectives.  I know internal commsters are totally slammed, but this is about being a serious business person. No other department gets away with ignoring this vital discipline.

How about it? What prevents you from using research in your work? What holds you back?

 

 

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The perils of pricing

Tuesday, May 27th, 2014

I don’t know about you other #solopr folks, but trying to figure out pricing is tough. When I started Communication AMMO five years ago (holy mackerel!), I set pricing based on the agency SVP/Partner model. Some friends at a couple of agencies reviewed my CV and said that would be where they would bill me, were I working there.

The squishy thing was, a) there was a wicked huge recession on, and b) the whole “hourly” billing didn’t really apply to the initial project work. I did some math (one day planning session and $X, plus Y hours of writing the plan and Z hours of back-and-forth) and realized to make anything close to a living, I’d need a lot of planning sessions.

So I started thinking about value, the value of more than just the time, but of the years of experience. I looked back at when I’d worked for Joe Williams and what he billed for my time, and billed accordingly.  Then, when I started teaching, I learned my value was about $0.30 an hour (but I love it and am grateful for it!)

Ha-HA!

So, now there’s a chance I’ll be teaching a couple of days of master classes, and trying to figure out that billing has twisted my little grey cells into a knot. I want to do it, it’s a not for profit sponsoring it…

Thoughts? Thanks!

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Join our conversation on PRConversations

Wednesday, April 9th, 2014

Over on the sine qua non of public relations blogs, PRConversations, I’ve inveighed against the provincialism of the idea that we PRs are engaged in some sort of war with marketing over turf and assets. Sure, I still believe that all marketing is communication, but not all communication is marketing, and certainly the measurement challenges are more on our side than on that of our marketing cousins, but that’s no cause to think it’s a binary choice for organizations.  Have a gander — especially at the comment stream — and weigh in.

Many thanks to Judy Gombita and Heather Yaxley for their offer of space for my screed…

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A communicator’s manifesto for 2014

Friday, January 3rd, 2014

no_year_in_reviewNo predictions, no year-in-review. Instead, how about a statement of first principles? Can you dig it?

Resolved: Whether in internal communication, PR measurement or strategic communications, we will be fearless, ruled by the right thing to do rather than the facile, easy or merely expedient. Therefore:

  • As the internal experts in communication, we will have facts and data at our disposal to support our strategies and tactics. We will do research, ongoing measurement and evaluation to ensure that our activities are having the desired impact on business results. Because we care most about that, we won’t allow ourselves to be wedded to our tools — social, electronic, print, whatever. Instead, we will do as every other department in our organization must do: be judged by our impact and value. We will measure at the output, communication outcome and business results levels (output, outtake, outcome), and if we don’t know how to do so, we’ll educate ourselves.
  • We will not cede the public relations field to marketing, embracing the credo that while all marketing is communication, not all communication is marketing! Neither shall we use marketing metrics for non-marketing activities out of inertia, expediency or lack of interest. Nor will we by word, deed or omission allow social media to be subsumed solely into the “marketing mix,” advocating instead for a truly strategic approach to the use of social tools as well as all the other tools in our cabinet.
  • We will insist on transparency from our vendors, never settling for “black box” methods. We recognize the unique value our vendors may bring to the table, but we will need to understand how their many miracles in return on investment, value of Facebook likes, financial values in nonfinancial situations, etc., actually work in practice. We will compare notes and seek metrics beyond anecdotes.
  • We will develop SMART objectives — specific, measurable, achievable, relevant and time-bound — because performance against objectives is the most basic and appreciated mode of measurement for any communicator. It is these objectives — and the process of setting them — that lead us to our strategies and tactics. They give us purpose, drive, ambition and business life, a reason for being.
  • We will embrace the simple fact that we are business people — regardless of industry, specialty or education, we are business people first, using communication skills, tactics and strategies in support of business objectives. We therefore will be more than merely conversant in the language of business; we will employ it when we talk of what we do, who we are and the roles we play in our organizations.

These are weighty responsibilities, my friends. Are you up to the challenge?

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Be the Gordon Ramsay of communications assessment (without the profanity)

Tuesday, January 22nd, 2013

Watch any Gordon Ramsay show and you’ll hear a lot of screaming and profanity. Chef Ramsay screams because successful restaurateurs know there is no fool-proof recipe for success in that business. The same can be said about communications measurement.

A restaurant’s success is the combination of the ingredients used, the positive reviews secured and the way winning was defined. By combining data from activities, awareness and behavior, communicators can produce evaluations that that are accurate, actionable and vulgarity-free.

Select the ingredients: farm fresh and locally sourced
For communicators, we examine qualitative and qualitative activities — number of emails sent, press releases issued, or the introduction of new branding. Many measurement programs begin and end by counting effort, but fast food proves that ingredients are only one component of overall success.

Analyze the reviews: professional critics and Yelp.com
Opinions voiced in surveys and straw polls, as well as superficial engagement figures such as event attendance or number of blog comments, help communicators measure changes in awareness, attitude and understanding. Lacking context, this information is as helpful as a restaurant review written by the owner’s mother.

Define the win: Michelin stars and long waits for tables
Outcomes are the deliberate result of every other decision and action that was made. Communicators measure outcomes that are defined for each communications project and aligned to the business strategy.

Taste the victory: magic for diners, profits for restaurateurs
A comprehensive picture of your communications programs will help you claim victory for the larger organizational goals or identify and correct problems.

If your program falls short, it’s understandable that some choice words will be used. Gordon Ramsay could have been speaking about public relations when he said “Swearing is industry language…You’ve got to be boisterous to get results.”

Perhaps a little profanity is OK.

Amanda Marko, president of Connected Strategy Group, connects companies with stakeholders to make the business strategy reality and goals achievable during times of change. Connect with her online at www.connectedstrategygroup.com and on Twitter @connectedstrat.

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