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Retirement seems to be on the mind of many people these days. It keeps coming up in conversations with colleagues everywhere.

I certainly never thought about retirement in the way my father did. At age 65 he called it quits. But these days it seems that more and more people are thinking differently about the end game.  In some cases it might be that people generally are healthy longer. In other cases it might be the consequences of an uncertain economy. But for many of us there remains a strong continuing feeling that our work is not yet done!

Truthfully, I never experienced any of the passages that many of my friends did. I cruised from my 20’s into my 30’s hardly noticing it. When the 40’s came along I was too preoccupied with career survival to even notice. For me mid-life crises never happened. Or, if they did I never focused on them.

At 65 my only fear was that I would over stay my executive position, as many others had done without realizing it. But together, the chancellor and I found a new challenge  before I knew it.  And so, I was off still again for another adventure.

Now at age 70, here we go again. I must admit I have started to think about how long all this can go on, but I indeed do want to go on! And so once again came the possibility of thinking “transition” rather than retirement. This time it seemed prudent to simplify and focus this next stage a bit. And so, the chancellor and I came up with a plan for me to retire as vice-chancellor, but then to reconnect in post-retirement positions as vice-chancellor emeritus and senior fellow in TCU’s John V. Roach Honors College and Schieffer School of Journalism. This time it’s back to the world of ideas and extraordinary students for me, and once again I am reenergize.

Several weeks ago I attended my last trustee meeting where the chancellor explained all this perfectly. Then during honors week, I reengaged with some of the best students on the planet.  Now this week I attended the university’s annual service recognition and retirement ceremony, and again my official retirement was explained more as a transition.

After all, everyone’s ability to make a difference never goes away. It just matures and becomes more experienced. And luckily, today seems to be a time when many of us can actually think this way, and actually make it happen.

In Washington DC everyone seems to understand the term “strategic communication.” It simply refers to the professional practice of helping organizations and individuals become better understood. But in other places I continue to have people ask me “What is strategic communication?”  These people are more accustomed to the terms “public relations and advertising.”

In past posts I have referenced how public relations and advertising as a field of study became strategic communication in my work. Simply put, it was a matter of my concluding that a new and more complicated world required bringing other related disciplines into my thinking and planning.

Over the years I have seen everything about communication become more complicated. Media revolutions changed everything, from the array of tools I used to consumer impact and choices. As technology made the world smaller, the internationalization of virtually every industry added cultural and political complications. And so as institutions struggled to be better understood in a universe of information clutter, earlier promotion and advertising campaigns were no longer sophisticated enough.

And so some of us became “pioneers” in our struggles to cope with this new complexity as we began to look to other fields of study to bolster our work. I experimented with adapting integrated and strategic marketing ideas to communicating academic institutions, and wrote three books about it (www.case.org/books). This changed our thinking from promoting what was there, to getting involved with planning and rethinking programs, price, distribution, and communication simultaneously… realizing that no amount of communication can make a program or institution successful unless it meets a perceived need.

This new way of thinking led to realizing that the field of “group dynamics” provided leadership tools to get everyone on the same page with respect to competitive advantage, and to motivate them to help tell the story.  This added energy to the power of “word-of-mouth,” which in a new media world could become even more powerful as internet “buzz!”  And this led to looking at the field of “organizational behavior” to understand how to deal with various leadership styles and internal political issues which too often became barriers to success.

And so many of us adopted the term “strategic communication” to describe what we believe to be a more substantive approach to public relations and advertising, one that incorporates the study of integrated marketing, group dynamics, and organizational behavior to meet the challenges of a more sophisticated world.

We have been discussing the role of group process in strategic communication and integrated marketing. Last week’s post described the use of brand clarification groups.  This process not only produces more precise mission, values and vision statements, it also produces lists of competitive advantage characteristics which can then be prioritized into powerful branding themes. The challenge now is to communicate this clarified brand identity to every individual in every constituent group in today’s extremely complex media environment.

My first suggestion here is to have these statements and themes on a single sheet of paper on the desk of everyone on the communication staff.  In this way whenever they are preparing official statements or editing official materials they can make sure they are including consistent brand identity reinforcing messages and stories wherever possible.

My second suggestion is to form an ‘editorial priorities committee” that uses this “branding sheet” as a guide to brainstorm a list of compelling institutional stories that will reinforce these statements and themes. This committee can have both inside and outside the institution membership so that all constituent perspectives are represented. It can then meet periodically to review and refine a master story list. Repeating key reputation defining stores creatively using a current “news hook,” or a new angle, rarely gets old with audiences that have a natural interest, or even potential interest, in a particular organization.

All corporate magazine editors deal with the issue of whether or not institutional “information” publications exist primarily to report the organization’s news, or to focus primarily on promoting positive achievements and distinctions. My experience suggests that the most popular institutional publications achieve readership credibility only by doing both. They report the news, including all sides of controversies… and they rigorously reinforce brand identity.

We live in a world of information clutter. Imaginative repetition is precisely what is needed to cut through that clutter and establish sustained brand clarity and reputation. And this clarity is precisely what is needed to achieve long-term institutional goals.

This post continues a series about the role of group process in planning and managing a strategic communication program. What differentiates strategic communication from traditional public relations and advertising is bringing the subject matters of organizational behavior, integrated marketing, and group dynamics into the field.  And group dynamics tools are key to clarifying competitive advantage, brand identity, and to mobilizing  and motivating people to go out and tell the institution’s story.

The most successful brand clarification projects begin by forming small brainstorming groups within each constituent category. For example, university executives might commission several small homogenous groups of students, faculty, administrators, alumni, donors, community leaders, and parents simply to come together to list those features that make the institution special or unique.  Experience teaches that they will list prominent fields of study, outstanding student opportunities, unique experiences or traditions, internal culture characteristics, commonly held and articulated values, campus landscape features,  colors, textures, and even geographic location differentiators. Brainstorming will produce a long list. The next task, then, is to put them in priority order, and finally to identify the top 4 or 5. Most of the time these groups will produce very similar lists.  It may surprise you how often collegiate as well as other institutional experiences turn out to be very similar.

These priority ordered lists should then be given to a smaller representative committee to review. These people should merge them into a final list of 4 or 5.  A good writer, should now be able to write mission, vision and values statements based on them. These statements, along with the branding points list, can now be officially approved by the institution’s executive committee and board of trustees. They then become the foundation guidelines for all official institutional communication.

This is a widespread institutional listening exercise. Everyone who participates always enjoys it.  It takes time, but the buy-in is critically important. People love to talk about the experiences they had in college, or with any institution where they have been involved. Everyone can end on the same page, and are now in agreement with respect to what makes the place so special.

The final outcome of this project will be accurate positioning statements and brand characteristics that volunteer and professional leaders helped produce together. And the resulting consistent messaging is what eventually will cut though today’s mind-numbing media clutter, and clarify the institution’s distinctive competitive advantage in the marketplace.

Last week I discussed the use of task forces in integrated marketing. They are a key part of bringing marketing, organizational behavior and group dynamics into what many people think of as the public relations and advertising field. Action teams are also extremely powerful tools in creating the perception that an institution is stepping out and claiming new prominence as a leader in the world.

Action teams are useful in solving specific problems or in launching new initiatives, especially those with the potential of attracting widespread attention. A university might need to recover from an unfortunate institutional crisis, or is ready to unveil the results of a bold new strategic plan.  In either case, bringing the best thinking and most creative talent in the institution together to address the situation can be very powerful.

An effective action team is made up of the best talent in the institution no matter where they are located. They might be in central administration, or in fine arts, or even in athletics marketing. They can come from anywhere. The key is talent and creative thinking. First of all, it is helpful to have a person on board who knows the current research findings and can design a simple survey if needed.  You will also need an experienced strategic thinker and planner, a writer who can write concise copy after listening to planning discussions, a designer who can produce art that symbolizes ideas they helped develop, and a project manager who can put it all together into a plan of action.

You will also need to be able to pull these highly talented people off the job into a truly integrated and ongoing process. This most often will require the authority and support of the president.  Most action teams will not take up all of its member’s time, but they will need to be able to make this project their top priority for however long it takes.

I have found that well structured and facilitated action teams can be the most powerful tool in the integrated marketing toolbox. So the more you know about how to create them, and the more experience you can get in managing them, the more success you will have in putting your institution on the map.

Following last week’s post, one of my readers said: “Tell me more about how task forces work in integrated marketing. I think most readers least understand the group process aspect of integration, and yet you suggest that it is a critical component.”

I have described the way I view the strategic communication subject matter as bringing the substance of marketing, organizational behavior, and group dynamics into what many still call the public relations and advertising field. And in doing this, the additional skill of group facilitation becomes a key part of professional practice. Where many managers are too impatient to use group process in decision-making, I assert that significant organizational transformation and advancement becomes possible though informed, empowered, and inspired groups.

Institution-wide task forces have the potential to get a critical mass of informed people on the same page with respect to  competitive advantage.  I have found this to be the case even in very large institutions. And when “inside” people are telling the same story on the outside, their “word-of-mouth” impact can be extremely powerful.  Today such messages find their way into social media, and when they go “viral” they become what we call the “buzz.”

An effective task force is made up of representatives from the major program areas inside the institution. These should be people who have some instinct for, and/or interest in, marketing communication, not necessarily the administrative heads. The primary agenda topics should be (1) the identification of the institution’s brand identity, (2) the clarification of how each program’s distinct sub-brand identity connects with the overall brand, (3) keeping each other informed about what the others are doing, and (4) helping each other solve problems and address issues.

Getting people on the same page with respect to competitive advantage requires facilitated group process. Therefore, it is a significant aspect of “integration” in today’s integrated marketing and communication practice.

This week I spoke to a gathering of university advancement professionals from the Big 12 Athletic Conference.  Most attending were from the fundraising or alumni relations areas of advancement, and so I was asked to offer an overview of how “integrated marketing” is different from traditional university relations.

I began by asking them if their university claimed to have an “integrated” marketing and communication operation. My question was prompted because I have been noticing lately that many universities using the term are not really providing truly integrated programs.  And in addition, some with the marketing title are only advertising directors. And still more are not actually practicing classic marketing. Rather too many are still merely sending out information about programs and services, just the same as institutions have been doing for years.

My message for the conference was that those professionals in fundraising and alumni relations without the support of a truly integrated marketing and communication operation were not being well severed.  Merely sending out information was only adding to information clutter, and the university was not likely benefiting very much from that.  In this digital age, more information clearly is not better. But the right information managed by a truly integrated operation does have the power to transform, no doubt about it.

So what does true integration require?

Transformative marketing and communication requires integration at three levels:  (1) Following the traditional marketing model of the “4 P’s,” program design and brand identity, pricing and discounting, distribution of the total experience and place, and strategic communication and promotion, must be planned and implemented simultaneously so that they all address the needs of the market.  (2) Preferred media must be used for each market segment and sent simultaneously and intensely in order to cut through the clutter. This multi-platform approach should be a combination of old and new media. And (3) carefully orchestrated group processes must be employed in order to get everyone “on the same page” with a common understanding of the institution’s competitive advantage. This will require using institution-wide task forces, carefully composed creative action teams, and other small groups, to clarify brand identity and test ideas.

This integrated approach to marketing and communication clearly can transform institutions. And for my audience this week it can bring strategic thinking, new technology, and facilitated group process to help improve donor loyalty and recognition, as well as to bring together professional programs, communities of interest, career services, events, enrichment courses, and much more,  into portals providing lifetime total university access.

The news this week has been a bit more optimistic concerning bipartisan cooperation between the White House and the republicans in congress. Apparently the president bypassed the partisan leaders and invited a varied group of legislators to dinner to discuss ways forward.  Obama’s strategic thinking seems to be to go around the dysfunctional, polarized leaders to find some common ground. We’ll soon see how well it works.

All this got me to thinking about how dependent we are on each other in general to simply work things out. When collaboration occurs in good spirit, we move ahead.  When debaters lock in to a “my way or no way” attitude, their mean-spirited attacks destroy everything.  This seems to be a consistent lesson of history, and a Wall street vs. Main street lesson as well.

As I have argued in previous posts, when profit success grows into personal greed, the people in the middle who enabled the success to begin with become diminished. And when this otherwise comfortable middle class sinks into financial struggle, serious division begins. In short, past cooperation degenerates to hostility and eventually the entire system crashes.

Is it possible that today once again the simple answer is to just go around gridlocked leaders to form good faith groups that are willing to work things out?  This could be really big news, and the resulting visibility just might begin our desperately needed  turnaround.

The American Council on Education (ACE) is considered the “secretariat” of all higher education associations when it comes to advocacy with U.S. legislators. Much of its annual conference each year is spent on analyzing and discussing the most critical issues facing the industry. This year is no exception. But when the thinking and talking is over, what good will come of it?

My last post reported that I see an assault on all of higher education coming as the result of our totally polarized legislatures. In this totally dysfunctional climate progress on the issues is certainly not likely. But just as disturbing is the fact that polarization can also result in still another major dysfunction. It destroys any consistency in the use of key words. And when that happens, effective communication is also lost. My example… the words “conservative” and “liberal.”

In the world of political science “conservative” generally means a preference for limited government and maximum self-reliance. “Liberal” generally means a belief in the need for effective government and taxpayer supported social initiatives. Both are helpful terms describing legitimate philosophies of governance. But in a polarized world, these words are used to stand for the most extremes of those ideologies, and thus eventually become negative accusatory labels.

What’s interesting about communication dynamics is that when a term is misused consistently it can permanently lose its shared meaning.  And to make matters worse, there often isn’t another term to take its place. In the process, then, civility in dialogue is lost and mean-spirited attacks becomes the norm.

This is the situation we will be facing in legislatures all over the country in the coming months. It has become a nasty game that is fueled by extreme ideology, big money, and imprecise language. Is there a solution? In the short run I don’t see one. For now all we can do is press on and believe that persistence and time will find a way to heal everything.

This week I have been thinking quite a bit about the relationship between leadership and advocacy. The question on my mind has been: When little progress is being made on influencing legislative policy, can an advocate’s efforts still result in the organization being seen by its constituents as a leader in its industry?

Last week I found myself in a discussion about this with students in the Schieffer School of Journalism at TCU.  The class was PR and Advocacy, and I was invited there to discuss my work with the legislatures in Texas and Washington, and to explain why I do it when the entire process seems to be dysfunctional.

To get the discussion started, I asked the students how they define the word “advocacy.” They said they thought it means arguing your point of view, or representing a point of view on behalf of your client. As with legal representation, we all agreed that when all points of view are represented, better decisions can more likely get made.  But with that said, we jumped right to the big question: Are legislators today influenced by anything but extreme ideology and money? And if not, how then can my advocacy work on behalf of TCU be worth the effort?

I admitted that this question is not only a good one, but it is the key one.  Indeed, advocacy is very close to debating, and debating alone can lead only to polarization. And since we seem to no longer have a viable mechanism for negotiating legislative solutions, the resulting gridlock can make all efforts seem like a waste of time.

In retrospect, however, I came out of my dialogue with these students, and my subsequent reflections on the situation,  very certain that our efforts have  indeed been worthwhile.  

Over time it has become clear to me that whenever an institution’s advocate is at the table with other industry leaders in an effort to shape the policy that will shape their future, the result will eventually be the public acknowledgement of industry leadership. And I also can now confidently argue that this result is a significant component in developing a consistent and powerful institutional brand.