PLANNING &
MARKET INTELLIGENCE
Brendan Fawcett, Head of Planning, University of Leicester
Rick Brand, Head of Market Intelligence, Sheffield Hallam University
This session
• Explores how market intelligence is used
  to enable both strategic and operational
  decision making, and asks:

  – How can our planning rounds be improved
    through greater use of market intelligence?

  – How can the planning office feed into the
    development of strategic marketing?
Delegates were asked whether they
agree with the statement:

“Planning in my university would be
improved if only we were a bit more
marketing-orientated!”

They were then shown the following cartoon
http://dilbert.com/strips/comic/2007-09-13/ this has
not been reproduced for copyright reasons.
PLACE

                                  Where are you located
                                      in relation to
                                   your target market?
          PRODUCT                                                   PRICE

     Courses and Qualifications                            Sticker price & Scholarships
       Experience & Lifestyle                             Academic price entrance reqs
     Future Aspiration & Career

                                    Services
                                  Marketing Mix
    PHYSICAL
                                      Market                        PROMOTION
    EVIDENCE
                                  Attractiveness
                                                                  Student recruitment &
Alumni, Student Profiles                                               WP activities
    Estate & Brand                                                Prospectus, advertising
                                                                Facebook, social networkds

                     PROCESS                     PEOPLE

                    Admissions, CRM          Friendly employees
                    Course Transfer            Stellar teachers
                    Service Delivery         Leading researchers
CIM definition of marketing:
 “The management process responsible for
 identifying, anticipating and satisfying
 customer requirements profitably.”



  Requires market intelligence
Intelligence Cycle
                                             planning and
                                               direction




                     dissemination                                   collection




                              analysis and
                                                            processing
                               production

    source: CIA Sept 2010
The Unknown

                                            Known                        •…things we know we know


                                            knowns                       •Govt wants to liberalise the HE
                                                                          marketplace

                                                                         •…things we know we do not
                                         Known                            know

                                        unknowns                         •SNC mechanisms 13/14
                                                                          onwards, drop from AAB, PT SNC


                                        Unknown                          •…things we don't know we don't
                                                                          know
                                        unknowns                         •Wider implications, what if?



Feb. 12, 2002, Donald Rumsfeld, US Department of Defence news briefing
Unknown Unknowns
                   stay
                 flexible




        keep
                understand    plan for
        up to    the issues   change
        date



                 engage
                  with
                 stake-
                 holders
Balance

     function         method              internal            external



                                          qualitative          qualitative
                       primary

       market                            quantitative         quantitative
    intelligence

                      secondary             analysis             reports




                   resource allocation planned to address strategic priorities
Market Intelligence

                                                                     Head of Market
                                                                      Intelligence




                          Market Analysis                                                                       Market Research
                       Secondary/Desk Research                                                                  Primary Research



                          Senior Market Research                                                                   Market Research
                                  Analyst                                                                             Manager




     Market Research        Market Research                                                                        Market Research   Market Research
                                                   Market Research                    Market Research Officer
         Analyst                Analyst                                                                               Executive         Assistant
                                                       Analyst
What type of organisation?




                 Wise




 Active                      Thoughtful
Tasks
1. Building  capacity - how to   2.What are the key
audit, utilise and               questions - how have you
improve/increase resources       identified them? - and
                                 how can these be
                                 answered?

3. What processes need to        4. Barriers to
be developed to ensure           implementation - within
that market intelligence is      your organisation - what
feeding into                     is likely to stop market
organisational planning?         intelligence feeding into
                                 organisational planning?
Other key takeaways
• Communication is key
• Formulate the right questions
• Get the balance right
Potential Customers




                    Strategic
Competitor        Intelligence         Portfolio
Intelligence      Imperatives        Development




                Student Experience
Contact us
• Brendan Fawcett - bjf10@le.ac.uk

• Rick Brand - r.brand@shu.ac.uk

Planning Forum - Accessing & using market intelligence in planning

  • 1.
    PLANNING & MARKET INTELLIGENCE BrendanFawcett, Head of Planning, University of Leicester Rick Brand, Head of Market Intelligence, Sheffield Hallam University
  • 2.
    This session • Exploreshow market intelligence is used to enable both strategic and operational decision making, and asks: – How can our planning rounds be improved through greater use of market intelligence? – How can the planning office feed into the development of strategic marketing?
  • 3.
    Delegates were askedwhether they agree with the statement: “Planning in my university would be improved if only we were a bit more marketing-orientated!” They were then shown the following cartoon http://dilbert.com/strips/comic/2007-09-13/ this has not been reproduced for copyright reasons.
  • 4.
    PLACE Where are you located in relation to your target market? PRODUCT PRICE Courses and Qualifications Sticker price & Scholarships Experience & Lifestyle Academic price entrance reqs Future Aspiration & Career Services Marketing Mix PHYSICAL Market PROMOTION EVIDENCE Attractiveness Student recruitment & Alumni, Student Profiles WP activities Estate & Brand Prospectus, advertising Facebook, social networkds PROCESS PEOPLE Admissions, CRM Friendly employees Course Transfer Stellar teachers Service Delivery Leading researchers
  • 5.
    CIM definition ofmarketing: “The management process responsible for identifying, anticipating and satisfying customer requirements profitably.” Requires market intelligence
  • 6.
    Intelligence Cycle planning and direction dissemination collection analysis and processing production source: CIA Sept 2010
  • 7.
    The Unknown Known •…things we know we know knowns •Govt wants to liberalise the HE marketplace •…things we know we do not Known know unknowns •SNC mechanisms 13/14 onwards, drop from AAB, PT SNC Unknown •…things we don't know we don't know unknowns •Wider implications, what if? Feb. 12, 2002, Donald Rumsfeld, US Department of Defence news briefing
  • 8.
    Unknown Unknowns stay flexible keep understand plan for up to the issues change date engage with stake- holders
  • 9.
    Balance function method internal external qualitative qualitative primary market quantitative quantitative intelligence secondary analysis reports resource allocation planned to address strategic priorities
  • 10.
    Market Intelligence Head of Market Intelligence Market Analysis Market Research Secondary/Desk Research Primary Research Senior Market Research Market Research Analyst Manager Market Research Market Research Market Research Market Research Market Research Market Research Officer Analyst Analyst Executive Assistant Analyst
  • 11.
    What type oforganisation? Wise Active Thoughtful
  • 12.
    Tasks 1. Building capacity - how to 2.What are the key audit, utilise and questions - how have you improve/increase resources identified them? - and how can these be answered? 3. What processes need to 4. Barriers to be developed to ensure implementation - within that market intelligence is your organisation - what feeding into is likely to stop market organisational planning? intelligence feeding into organisational planning?
  • 13.
    Other key takeaways •Communication is key • Formulate the right questions • Get the balance right
  • 14.
    Potential Customers Strategic Competitor Intelligence Portfolio Intelligence Imperatives Development Student Experience
  • 15.
    Contact us • BrendanFawcett - bjf10@le.ac.uk • Rick Brand - r.brand@shu.ac.uk