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Writing Communication &
Marketing Plans
Jacqueline Lambiase, Ph.D.
TCU Schieffer College of
Communication
WHO HAS A PLAN?
WHAT DO YOU NEED?
TAKING STOCK OF YOUR ASSETS
PARTS
•
•
•
•

Vision | Mission | Values
City or county goals, promises, ideals
City or county strategic plan
SWOT (You may be the only person who does
this for the entire organization)
• Arlington, Texas, calls some of these
“horizon issues” (a.k.a. sticky wickets)
MORE PARTS
•
•
•
•
•

Existing plans or aging plans
Crisis communication plan
Social media policies or guidelines
Any daily interface with citizens
City Hall or County Courthouse (place, people,
leadership, perception of citizens)
• Oh yeah, citizens
MORE PARTS
• All other communicators within programs and
departments of your city or county
• Other city, county and regional plans
• Vagaries of elected officials and their personal
crusades for their districts
• Any other existing initiatives, listing
responsible departments or leaders
Herding Cats and Central Planning: www.globalwealthprotection.com
Many of the parts may be thought of as

ENVIRONMENTAL SCANNING +
FORMATIVE RESEARCH
THE PROCESS
•
•
•
•

Environmental scanning
Formative Research
Planning
Message design and
execution
• Evaluation

You may remember this as
the four-part process:
• Research
• Objectives
• Programming
• Evaluation
THE TOOLBOX
•
•
•
•
•
•
•

Database where you gather these parts
Ears (listening)
Focus groups, surveys, “road show”
GANTT Chart (projects less than 30 days)
PERT Chart (complex projects)
Both use tasks, time frames, dependencies
Budget: people and hard costs
Traditional Communication Model
Lambiase New Media Communication Model
WHY?
STRATEGIC COMMUNICATION
Why planning?
• To keep communication in line with city’s
values, mission and goals
• To proactively manage issues rather than react
• To understand what we know & don’t know
• To build consensus
• To manage city resources
MORE REASONS
• To map territory or territories of
communication responsibilities across a
complex organization
• To show other people within the organization
what communication jobs belong to your
domain
• To stick to your organization’s strategic goals,
rather than off working on stray initiatives
http://www.mosaicworks.com/mosaics/depthfinder.html

Without strategic planning as a frame,

COMMUNICATION IS JUST ONE
DAMN TACTIC AFTER ANOTHER
ROBUST, FULL-BODIED PLANS NEED …
• Goals (lofty and ambiguous, but tied to
organization’s mission/vision/values)
• Objectives (measureable and specific)
• Strategies (audience, tone, channel)
• Tactics (messages, events, programs)

• Otherwise, you just have routines
Comprehensive (all communication) or Departmental (just what you do)

WHAT KIND OF PLAN
DO YOU NEED?
There are at least

TWO WAYS TO BUILD A PLAN
METHOD 1: THE “EASY” WAY
• Replicate prior plans
-or• Build from scratch, analyzing routines and using
existing tactics to build backwards toward goals
STEPS:
• Update an existing plan or old plan
• Complete an audit of all public-facing tactics (online
newsletter, YouTube videos, website, bill-paying
window, Twitter/Facebook/Instagram, Town Hall
meetings, and more) and then build your plan from the
bottom up
METHOD 2: THE HARDER WAY
• Scrap old plans or old routines to start anew
STEPS
• Learn about the culture and meet it in its best
reality or form (modeled by top-forming
departments)
• Accept input from all stakeholders
• Build cultural frameworks around existing
communication routines that you want to
preserve, or create new culture and frameworks
for this best-case culture
CASE STUDY: BRAND COLORADO

•Introduced last week, as part of a two-year effort that ends summer 2014.
•Focused on trade, tourism, travel.
•Unified 22 state agencies.
•Nonprofit and public-private partnership effort.
•$1.5 million in pro-bono work from Colorado-based PR & ad agencies.
•Part of governor’s overall economic development effort.
•Youth advisory board, amplified through social media.
•Listening tour across the state, with many stakeholders.
•Research showed that state flag was identified more with Chicago than
Colorado, outside the state.
•Brand saves time and money in multiple-agency communication tasks.
OTHER TASKS
• Channel Quest: Build a model of all
communication pathways inside your
organization and to the outside
• Content Quest: Complete an audit of all
public-facing tactics (online newsletter,
YouTube videos, website, bill-paying window,
Twitter/Facebook/Instagram, Town Hall
meetings, customer service, and more)
OTHER KEY QUESTIONS
• What kind of overall communication does
your org have? Centralized or decentralized?
• How many programs or departments
communicate with external stakeholders?
• How well does your internal communication
system work? Where are improvements
needed?
LET’S WRITE SOME GOALS
• Being available whenever citizens require key
interaction with or important information
from government.
CHART YOUR COMMUNICATION
• First, who are the players? Who is allowed to speak or who
has authority to speak? In other words, who serves as your
department, city, or agency’s primary
writer/spokesperson/communicator
• Who approves their messages?
• What channels do the speakers use?
• What audiences do these speakers/communicators
address?
• Do you have policies/plans that govern these interactions?
Yes/no
• What was the last time these policies/plans were discussed
and reviewed among all parties?

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Writing communication & marketing plans

  • 1. Writing Communication & Marketing Plans Jacqueline Lambiase, Ph.D. TCU Schieffer College of Communication
  • 2. WHO HAS A PLAN? WHAT DO YOU NEED?
  • 3. TAKING STOCK OF YOUR ASSETS
  • 4. PARTS • • • • Vision | Mission | Values City or county goals, promises, ideals City or county strategic plan SWOT (You may be the only person who does this for the entire organization) • Arlington, Texas, calls some of these “horizon issues” (a.k.a. sticky wickets)
  • 5.
  • 6. MORE PARTS • • • • • Existing plans or aging plans Crisis communication plan Social media policies or guidelines Any daily interface with citizens City Hall or County Courthouse (place, people, leadership, perception of citizens) • Oh yeah, citizens
  • 7. MORE PARTS • All other communicators within programs and departments of your city or county • Other city, county and regional plans • Vagaries of elected officials and their personal crusades for their districts • Any other existing initiatives, listing responsible departments or leaders
  • 8. Herding Cats and Central Planning: www.globalwealthprotection.com
  • 9. Many of the parts may be thought of as ENVIRONMENTAL SCANNING + FORMATIVE RESEARCH
  • 10. THE PROCESS • • • • Environmental scanning Formative Research Planning Message design and execution • Evaluation You may remember this as the four-part process: • Research • Objectives • Programming • Evaluation
  • 11. THE TOOLBOX • • • • • • • Database where you gather these parts Ears (listening) Focus groups, surveys, “road show” GANTT Chart (projects less than 30 days) PERT Chart (complex projects) Both use tasks, time frames, dependencies Budget: people and hard costs
  • 13. Lambiase New Media Communication Model
  • 14. WHY?
  • 15. STRATEGIC COMMUNICATION Why planning? • To keep communication in line with city’s values, mission and goals • To proactively manage issues rather than react • To understand what we know & don’t know • To build consensus • To manage city resources
  • 16. MORE REASONS • To map territory or territories of communication responsibilities across a complex organization • To show other people within the organization what communication jobs belong to your domain • To stick to your organization’s strategic goals, rather than off working on stray initiatives
  • 17. http://www.mosaicworks.com/mosaics/depthfinder.html Without strategic planning as a frame, COMMUNICATION IS JUST ONE DAMN TACTIC AFTER ANOTHER
  • 18. ROBUST, FULL-BODIED PLANS NEED … • Goals (lofty and ambiguous, but tied to organization’s mission/vision/values) • Objectives (measureable and specific) • Strategies (audience, tone, channel) • Tactics (messages, events, programs) • Otherwise, you just have routines
  • 19. Comprehensive (all communication) or Departmental (just what you do) WHAT KIND OF PLAN DO YOU NEED?
  • 20. There are at least TWO WAYS TO BUILD A PLAN
  • 21. METHOD 1: THE “EASY” WAY • Replicate prior plans -or• Build from scratch, analyzing routines and using existing tactics to build backwards toward goals STEPS: • Update an existing plan or old plan • Complete an audit of all public-facing tactics (online newsletter, YouTube videos, website, bill-paying window, Twitter/Facebook/Instagram, Town Hall meetings, and more) and then build your plan from the bottom up
  • 22. METHOD 2: THE HARDER WAY • Scrap old plans or old routines to start anew STEPS • Learn about the culture and meet it in its best reality or form (modeled by top-forming departments) • Accept input from all stakeholders • Build cultural frameworks around existing communication routines that you want to preserve, or create new culture and frameworks for this best-case culture
  • 23. CASE STUDY: BRAND COLORADO •Introduced last week, as part of a two-year effort that ends summer 2014. •Focused on trade, tourism, travel. •Unified 22 state agencies. •Nonprofit and public-private partnership effort. •$1.5 million in pro-bono work from Colorado-based PR & ad agencies. •Part of governor’s overall economic development effort. •Youth advisory board, amplified through social media. •Listening tour across the state, with many stakeholders. •Research showed that state flag was identified more with Chicago than Colorado, outside the state. •Brand saves time and money in multiple-agency communication tasks.
  • 24. OTHER TASKS • Channel Quest: Build a model of all communication pathways inside your organization and to the outside • Content Quest: Complete an audit of all public-facing tactics (online newsletter, YouTube videos, website, bill-paying window, Twitter/Facebook/Instagram, Town Hall meetings, customer service, and more)
  • 25. OTHER KEY QUESTIONS • What kind of overall communication does your org have? Centralized or decentralized? • How many programs or departments communicate with external stakeholders? • How well does your internal communication system work? Where are improvements needed?
  • 26. LET’S WRITE SOME GOALS • Being available whenever citizens require key interaction with or important information from government.
  • 27. CHART YOUR COMMUNICATION • First, who are the players? Who is allowed to speak or who has authority to speak? In other words, who serves as your department, city, or agency’s primary writer/spokesperson/communicator • Who approves their messages? • What channels do the speakers use? • What audiences do these speakers/communicators address? • Do you have policies/plans that govern these interactions? Yes/no • What was the last time these policies/plans were discussed and reviewed among all parties?