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Archive for the ‘Planning’ Category

The field of journalism desperately needs a new lease on life in 2011. Otherwise, the public’s right to know the facts about what actually is going on in govenment and elsewhere in society is clearly at stake.

Besides higher education, I have been associated with public service broadcasting all of my professional life. Early on I was a program director and produced and hosted programs, and later became an active volunteer. I have a hands-on awareness of what motivates the nonprofit media sector, and its incredible potential to serve.

With the coming of cable, however, many people thought that public broadcasting was not likely to survive. After all, there were too many channels with too many choices, and all seemed commercially supportable. Besides, people were getting tired of the endless pledge-breaks and on-air fundraising now too common in nonprofit broadcasting, or so it seemed. 

But to me, the critical feature of “non profit” always was its focus on the cause rather than on a commercial profit for the organization itself. I never did have a problem with presenting a few tasteful commercial messages. 

But who would have predicted what is now happening to the commercial news business? Cable news is polarized and opinion-dominated, newspapers are losing subscribers and commercial viability, and traditional news network audiences are shrinking more and more every year. The biggest causualty of all in this drama is local news converage.

Interestingly enough, the Schieffer School of Journalism at TCU has had for many years a “community journalism” program which focused on small town newspapers. Who would have thought that what seemed totally “small town” then might actually be pointing the way to the future of the entire field?  This fact is that today the Schieffer School’s innovative community jounalism program has become multi-media platform in approach and is already ahead of the curve technologically.

It seems to me that the future of most fair-minded journalism just might be with the establishment of a multi-media platform-based “new” type organization. Such an organization would be a combined commercial/nonprofit operation with a variety of funding sources that are primarily focused on “the cause.” This organization would give ample promotion to commercial products and businesses, as well as to foundations and individuals. But rather than commercial profit, it would be driven mostly by the “cause orientation” more characteristic of the nonprofit sector.

Many today point to NPR as the best, most fair, news operation in contemporary journalism. Is it possible that with a slightly more flexible approach to commercial product and corporate underwriter recognition, support for high quality traditional journalism can be broadened and increased?

I believe multi-source funding like this could restore balanced news coverage on both the national and local levels.  Something like this is needed to assure the future of a high quality free press, as well as to revitalize the journalism profession overall. 

It is critically important that the best and brightest fair-minded thinkers in the nation continue to be attracted to this profession. It is the only way we can protect the public’s right to know in this time of overwhelming turmoil and global change. I suggest that a new kind of creatively financed nonprofit  organization just might be a viable solution.

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This week I visited a former consulting client. I was asked to return to the institution to review and comment on the progress. We had restructured some of the operational units, put in place several planning groups to better integrate marketing and communication, and recommened new and traditional media initiatives.

Upon return I found that the new structure was working fairly well, but several of the reporting units are having their ups and downs. I also found that the use of an institution-wide taskforce to integrate marketing planning and implementation had gradually become only an email exchange.  But, on the positive side, a more coordinated and pervasive use of new and traditional media has been a grand success, and is still on the upswing.

I was also struck by the surprising discovery that one major unit, that several years ago was eager to cooperate with an overall integrated marketing  program, had completely gone off on its own. And in doing so, it alienated most everyone else in the organization. Not surprising was that all this happened with a change in leadership.

Sitting here reflecting on my visit has reminded me of the cyclical nature of most everything we do. Indeed, with a change in personnel, things sometimes really do suddenly take a nose dive. But I am also reminded that many times everything improves.

I am also recalling now how often over the years I have talked about these  institutional and personnel cycles in my seminars and classes. It’s a fact that entire institutions find themselves “on a roll,” only to peak and plateau at some point. For most institutions, this is a historical certainty. The question then becomes: Can current leadership re-energize itself, or will institutional and marketing progress have to wait for new leadership? Either way, another cycle starts all over again.

In many cases a new marketing campaign will generate a strong sense of forward movement, only to peak over time. Almost always you can track a campaign from initial audience awareness, to receiving the message, to acting on the message, to the feeling that the ad is getting old.  While it’s true that we get tired of our messages long before our audiences do, here too we are always working in up and down cycles.

What’s interesting is that while these cycles are so natural, we still seem to plan as if the roll we are on, or expect to get ourselves on, will last forever. My visit this week to a former client reminded me that we all need to step back, realize that cycles are natural and inevitable, and then take that reality into account in our strategic planning.

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A well crafted special event is an ideal marketing and communication tool. Theses days, however, I am aware of how many events are no more than very expensive missed opportunities.

I continue to be invited to galas and parties where the theme is in no way tied to the institution’s brand, and the remarks are unrelated to its mission, vision or values.  The purpose seems to be more being cute and different than advancing the organization in an exciting setting that supports the organization’s plans for the days ahead. I find myself walking around these events saying to myself, “What are these people thinking?”

Invitation lists should always focus on opinion leaders in key target markets. The invitation process should be seen as a direct and interactive communication opportunity. An impressive invitation will always establish a receptive message climate.  Therefore, the theme of the event should always be shaped to reinforce the institution’s brand identity. A “save the date” notice sent earlier, and/or a follow-up invitation reminder, will also provide additional direct communication opportunities.  When designed effectively invitations will achieve marketing objectives even with many who do not attend.

A special event can deliver an ideal captive audience. Brand message points should always be worked into the decor and theme. You can literally surround your audience with branding reinforcement, and this can be creatively achieved without seeming oppressive. Welcoming and concluding remarks should feature a few brief brand reinforcement points and a call for some kind of action…even if its only a request to help tell the institution’s story.

An evaluation of the event will not only gather important feedback, but it is also another opportunity to repeat your vision and add a few more message points. In addition, a “thank  you for coming” note, or a “we are sorry you could not join us” communication, is an opportunity to continue ongoing supportive relationships.

My conclusion: Purely social events or cocktail parties are a waste of time and resources. On the other hand, a social or other gathering of your most important opinion leaders, where every opportunity is taken to creatively reinforce institutional vision and brand, is potentially one of the most effective marketing and communication tools you have in your toolbox.

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Is there a best way to organize a marketing and communication operation in a university or nonprofit institution?  I am asked this question frequently, and the answer is no.

Every organization has differences in management and leadership styles, in immediate marketing and commmunication needs, in quantity and location of necessary talent, and in established ways of getting things done.  The best way to launch a new marketing initiative in this setting is not to immediately restructure. Rather, it is much better to use dotted lines and teams to create an integrated planning process that can begin working immediately. The best permanent organizational structure will then emerge over time.

Not long ago the university advancement profession argued that the best way to organize marketing and communication was to put it with alumni relations and fund raising under the leadership of the chief advancement officer.  The “model” was referred to as the “three-legged stool.” Admittedly, sometimes in some instutitions this structure works well.  But success depends greatly on the background and interests of the person in charge.

If the chief advancment officer is consumed with fund raising pressures, as many are, this structure will not work as well as it should. In addition to alumni relations and fund raising, marketing and communication professionals must also give significant attention to student recruiting, to promoting the schools and colleges, to institutional reputation building, to overall visibility activities and events, and to issues and crises management.

Marketing and communication professionals must be led by someone who will relentlessly champion their support throughout the institution, and will represent them enthusiastically on the president’s team.  For many academic institutions, the most effective structure will be for marketing and communication to be its own division with its own cabinet-level leadership.

I have recently been working with a professional association where many of the areas typically in a marketing and communication operation are spread over several administrative departments. Due to long established relationships, it was clear that the only way to move forward was to establish an association-wide marketing task force.  With this approach, I have no doubt that the best structure will emerge over time.

There is much to be learned about the dynamics of organizational processes, and the politics of gaining widespread support for sophisticated marketing and communication.  Experience teaches, however, that there is no one best model. Organizations that on the surface seem similar still have very different management cultures and marketing needs.

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A consultant firm recently contacted me asking what I thought about marketing plan models. The timing was interesting since I had just posted a blog essay on the place of marketing planning in overall strategic planning.

Since I am in the consultant role from time to time myself, I realize that the client’s expectation is often that a marketing plan will be developed. My experience, however, has been that I never actually implement a marketing plan the same way twice. A “model plan,” I believe, is for textbooks only, and for teaching marketing 101.

You can never stop marketing and communication activities one day and start under a new plan the next day.  When you try to do that the plan will inevitably wind up “on the shelf.”  My impression is that consultants with model plans actually fail to realize that after they leave town, everything goes back to the way it was before they arrived.

My practice has been to talk first about a “blueprint” for a way forward, or about “special initiatives” plans. You must start with what and who is already there. It’s the people, not the plan, that will make change work. And change comes when the momentum of managed collaborative processes begin to alter how people are thinking about what they do, and how they will do it.

The best starting point is a professional development seminar that shows what an overall integrated marketing plan might look like. This seminar should also introduce the concept of how using collaborative processes can transform organizations, getting everyone on the same page developing new objectives and practices over time.

With these processes, early successes can also be produced by using “action teams” to launch special initiatives over and above daily marketing and communication activities. Then, with a measure of personal and group satisfaction established, it will be possible to phase in more permanent changes.

Integrated processes also will bring everyone involved to a better understanding of how marketing and communication planning should work in tandum with academic or program planning, facilities planning, and fund raising planning. This is critically important to long term institutional success, and was the topic of my last post!

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Events this week had me thinking once again about strategic planning.

I attended a meeting to review the progress being made by a strategic planning committee and was reminded of how many different kinds of plans are undertaken in a university, and how often they are undertaken at different times and in the wrong order.

Universities do strategic academic plans, master facilities plans, fund raising campaign plans, communication plans, and marketing plans!  And they are often done in an order where decisions are made about fund raising goals before anyone knows what the academic program plan will look like. Or campus facilities and buildings are being designed for the future before academic needs and goals are known.  Then the institution is in a situation where plans already in place must be reconciled with plans that are bound to change them!

I also was reminded that I have been associated with many nonprofits that have had very similar planning experiences.  They too would consider facilities and building needs, fund raising objectives, program development,  communication initiatives, and marketing targets, each in isolation from the other, and all along assume it will just work out in the end.

If we did all this right, an analysis of the market (industry and career trends, etc.) would come first, followed by an assessment of overall institutional strengths, as these will have to be reconciled above all else. Differentiating the organization is critical to establishing its competitive advantage.

Then a program strategic plan should inform the facilities needs plan, and both together should inform the fund raising plan. Elements of marketing and communication planning should be involved throughout the entire process so that a brand identity grounded in core strengths and values can be clarified, and target markets appropriately identified and researched.

None of this is rocket science, and yet it is rarely done. The meeting I attended this week ended with an acknowledgment of all this, and a firm vow to next time get it right!  Music to my ears, indeed.

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This week the president of an association I am currently working with enthusiastically declared: “I am amazed. Our integrated marketing initiative is actually transforming this organization!”

Over the years the program heads in this association had created isolated silos. Most worked in the same building, yet each developed and promoted new initiatives independently. They did little market research, very little multi-platform communication planning, and felt no need to advance an integrated brand identity for the entire association.  They complained about getting little “promotion” support, which they  believed was the main problem when a program was not working well. 

Now, this president is amazed at how integration is bringing about productive organizational change. Whether or not integrated marketing truly is “transforming” really depends of how you define transform. There is little doubt, however, that with strong visionary leadership, organizations can evolve from their founding mission toward a bigger vision, so long as that vision is both realistic and inspiring. And this evolution can certainly be nurtured, facilitated, and accelerated though the professional use of integrated group processes.

Task forces, with sub-groups focused on special needs, can be very effective in getting key people on the same message page and moving the institution forward. Research and other action teams can assess market needs and identify competitive strengths. Focus groups can fine-tune the brand and set simple guidelines for the effective use of logos and design.

Eventually the result is a critical mass of energized opinion leaders on an accelerated “train” now headed toward a more exciting destination. And when that train starts moving, all the travelers on it begin to feel positive change and a new sense of personal and professional satisfaction.

Those skeptics left standing on the platform either jump on board at the last minute, or are simply left behind.  Many just become “dead wood,” and eventually a different kind of management problem. Others merely head off in a different direction, which in the long run will turn out to be good for them, and for the organization.  

Oh, and I should add that this president also said: “Several months ago I would have never believed this could happen. This is truly exciting!”

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Events this week caused me to reflect on the many crises I have been involved with handling over the years. I was amused to remember how some close colleagues would observe how “cool” I remained under fire!

The fact is, I was always terrified!

But it was pure fear that caused me to study crisis communication and management when there was no crisis. I decided to write about it, and to work it into my teaching as a way of making sure I learned the material. This allowed me to develop a step-by-step guide for handling whatever might come my way. True, each crisis is unique. But it is also true that the steps for handling them will remain very much the same.

This lesson also holds true for most other aspects of our work… including developing brand clarity, writing important proposals, giving major presentations, and even designing group process for integrated planning.

Bottom line: Always do your homework.  Your never can over-prepare. Then when the drama begins, you just follow your step-by-step plan. Magically, you will look like you know what you’re doing, and that will make you effective even when deep inside you are terrified!

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This week, I happend to see the wonderful PBS three-part documentary about the career of Secretary of State, George Schultz. Besides serving as a professor at MIT, dean of the University of Chicago Business School, and Secretary of Labor, Treasury and State, historians are likely to report that Mr. Schultz was the most effective statesman of our time.

When asked about lessons learned, George Schultz flatly stated: “It all begins with ideas. Without them you get lost.”

True, he was a Republican because he believed in limited government and free markets. But he also believed that once in government the aim is not partisian success, but rather to simply find the best ideas that will help solve complicated problems. 

As I struggled to understand how to transform institutions, I found myself pleading with my colleagues to back away from immediately jumping into tactics and try to see what we do first as “a way of thinking.”  Over time I came to see my work as an “adventure in ideas,” and a personal search for the best ones.  

It’s the best ideas that shape the big picture and inform the selection of  the most effective tactics.  In fact, for me that is what justifies the description “professional.” 

It’s not difficult to think up new “stuff” to do. Anyone can do that. How many times has someone come to you with a tactic they want you to implement, but that you know will just not work?  What makes us professionals is the experience and analytical tools that we bring to the selection of the best set of tactics for each situation and market segment.

Indeed, it all begins with ideas.  Without them, you get lost!

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From my early days as a graduate student I have studied the nature and impact of various media.  It quickly became apparent that each medium inherently had a specific set of natural characteristics that literally determines how to use it for maximum impact.

For example, merely using print makes you aware it is a rational medium.  Structure is critical, and the basic “essay style” quickly reveals itself as the most natural way to approach it.  Thus, you almost instinctively build your communication with a beginnning, a body, and a conclusion.  The beginning is a preview of what’s to come, the body is an explained list of key points, and the conclusion is a brief summary. Ignoring all this usually results in content that rambles.

Using television rapidly reveals that it does not “like” detail. On television too many facts become boring. It was a hard lesson for me to learn. In my early days I produced a lot of television, and for a long time I could not figure out why my programs were not a big success.  As I experimented with the medium, however, I discovered that television “likes” to draw you into dramatic experiences. It is a picture medium, and the more dramatic the situations the better. My mistake was using print-style thinking when producing an image-based medium.

But, what about the internet?  This “new” medium brings both images and print together on the same screen. And it also provides opportunities to search for as much content as each user desires. It is a multi-media, engaging medium, influenced by both print and television. Thus, one learns by using it that internet images should be both dramatic and concise, and that text should be lean and concise.

I have even felt “the pull” of the nature of the internet when writing this blog. The longer I write the more it seems to be “telling me” to stay lean in the use of my language, develop my content logically, and above all, be concise.

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