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Who are you trying to reach and how?
Building and using the modern public sector toolkit
Alex Jasperse | @AlexJasperse | linkedin.com/in/jasperse
Jeremy Harley | @jeremy_harley | linkedin.com/in/jeremyharley
Our
backgrounds
Agenda
Public sector marketing mindset
Understanding our audiences
The modern toolkit
The tools in practice
Resources
Reach
The total number of individual citizens
(unique) that are potentially exposed to a
public sector marketing campaign /initiative
Tools
Free or low-cost instruments (industry, in-
house) that help lay and evidence-based
framework for a paid, owned, or earned
marketing campaign/initiative
Definitions
Images: Unsplash
Public sector marketing mindset
The Political/political realities
Image: The Ottawa Citizen
Public sector marketing is about informing, engaging, and
promoting services, policies, and programs to citizens
Our audiences are often mandated
Sources: UK Government Communications Service, Government of Canada Policy on Communications and Federal Identity
Even so, we have many opportunities to learn from our audiences
We’ve experimented
and evolved our
marketing executions
But our marketing initiatives
become political at some point
There is frequent pressure for
low-cost, no-cost initiatives
Time to plan is often on
short notice
Web-centric marketing thinking and
doing (digital first, social first, digital
by default) is becoming a popular
belief – even if the medium doesn’t
fit the objective
Source: The Ad Contrarian
Bus ads by default!
The public sector is itself
becoming a visible digital
platform that is deliberately
sought out by audiences when
they need something
127M
webpage vists/year
on Top 50 .gc.ca
Source: Government of
Canada, 2016
Image: Destination Canada Library
Understanding our audiences
There are many touchpoints and opportunities between
audiences and our messages
Source: Google, Measure What Matters Most
Non-linear audience
traditional and digital
media engagement
experiences are the
norm
Source: Rail Europe Experience Map
Audiences leave footprints across multiple types
of ‘traditional’ and ‘digital’ media
Source: IAB Canada, Canadian Media Usage Trends (CMUST) 2016
Audiences snack on digital
content across a number of
channels and ecosystem of
devices
Sources: J.D. Power, Canadian’s Internet Business
In the ecosystem of devices, audiences
use them for different purposes
Sources: Microsoft Advertising, The Evolution of the Multi-Screening Canadian
Audience attention span is
short and often divided
Source: Microsoft Advertising, Attention Spans
Short bursts of interest and tab universes reign
All digital moments
Weather
Donald Trump
Quebec floods
Facebook
Govt Social Media
Source: Google, How Micro-Moments are Changing the Rules
14.3 trillion+ webpages.
Continually removing noise
and simplying content for
audiences is the dynamic
reality
Sources: Factshunt, Marketoonist
Audiences expect to access useful
content in their own terms – not ours
Source: Ontario Digital
Audiences are increasingly expecting some kind of convenient
personalization… without it edging on ‘creepy’
Source: eMarketer
Image: Justice Canada
The modern toolkit
Mapping common public sector tools
We need tools and
toolkits because we
are not in the
business of
assuming
“The last decade has seen marketing
deluged with a sea of new tools and
techniques.”
Source: Mark Ritson
The modern toolkit might include up to
12 different planning and execution tools
Sources: IAB Canada, AdvertisingAge, eMarketer, Forrester Research, Millward Brown
We asked public sector marketers in these organizations what free or
low-cost tools they commonly use to plan (not execute) a
marketing initaitive/campaign
One
anonymous
non-profit
Most had well-established marketing
processes and techniques, but their
toolkits are still being built out
Image: Altimer Group
The toolkit we built out
contains the 32 most
commonly identified
marketing tools
categorized by typical
sections of a marketing
plan/strategy
Background tools
Objectives tools
Environmental scan tools
Target audience tools
Key message tools
Tactics tools
Evaluation tools
Image: Unsplash
The tools in practice
Fictional marketing initiative
Background tools Objectives tools
Environmental scan
tools
Target audience tools Key message tools Tactics tools Evaluation tools
The toolkit
We used this standard marketing brief structure
as the toolkit for the 32 tools we found
Templates
Typically in-house, but tons of examples
from UK Government Communications
Service, IAB Canada, and more
Background tools
Image: Globe and Mail
Background tools
Google Alerts
Intel alerts relevant to the emerging
issue
Google.com/.ca
Custom search to understand the
relevant public sector players
Social Dashboards
The new TVs in the office
Background tools
Practitioner result?
Launch an urgent marketing initiative to educate
flood-affected Quebec residents frustrated with
conflicting dialogue from insurers, the media, and
friends about the emergency financial aid the
federal government can immediately provide to
them
Image: Globe and Mail
Objectives tools
Objectives tools
Marketing funnel or loop
Model to generally plan marketing initiative
activities and focus on the right end goal
SMART objectives
Establish specific objectives to evaluate the
marketing initiative
KPIs and trackers
Clear end goals and metrics to accurately track
achievement of these goals (frameworks, UTM
codes, link shorteners)
Objectives tools
Practitioner result?
Build awareness of emergency financial aid offered by
the federal government to 3.3 million Quebec
homeowners potentially impacted by the May 2017
floodwaters, with an increasing urgency for up to 2.6
million Quebec homeowners to immediately apply for
federal financial aid.
Image: CBC News, Government of Canada, Canadian Press
Image: Globe and Mail
Environmental scan
tools
Environmental scan
tools
PEST analysis
Generally summarize the political, economic, social, and
technological environment a marketing initiative/ campaign
will go into
Google e-scan / social dashboards
Custom search previous Canadian flood response public
sector marketing initiatives / see how people are talking
about and experiencing the event
Ads of the World + Behance
International, national, and sub-national public sector
planning and execution case studies
Environmental scan
tools
SWOT framework
Help focus marketing tactics in areas of strength and
opportunity to minimize low-return efforts
Order Paper Questions,
Communities of Practice
Behind-the-scenes and practitioner insights
Practitioner result?
Environmental issues are high on the public agenda
with an increasing share of political dialogue during
the spring season.
Major flooding events globally and in Canada has raised the profile of
government financial aid to affected citizens.
However, as a hot topic in the media, environmental conversations are
often noisy.
Opportunities exist to build upon previous Government of Canada flood
relief marketing efforts exists. Extensive access to global, national, and
local public sector flood relief campaigns exists to budget, focus, and
execute the campaign.
Environmental scan
tools
Image: Globe and Mail
Target audience tools
Target audience tools
Statistics Canada
Demographic insights:
Geography, homeowner age,
gender, income, profession
Facebook Ads
Manager iOS
Audience reach and interest-
based (psychographic)
insights
Target audience tools
IAB Canada CMUST
eMarketer
comScore
PRIZM5
Media in Canada
Numeris
Primary and secondary data/insights on all media
channels (traditional/digital) to develop a media
neutral strategy
Target audience tools
Practitioner result?
Of Quebec’s 3.3 million homeowners, focus on Quebec’s largest
group: Generation-X-to-Baby-Boomer segment
• Reach of 1 million homeowners, 45 to 64 years old
• 50% male, 49% female
• 89% French speaking, 11% English speaking
• Average income of $50k/year
• Service sector jobs (retail, health care, or social care) or retired
• Strong sense of belonging to Quebec and local community
• Moderate interest in federal government programs/services
• Mostly traditional media consumption: 34 hours/week with TV, 17
hours/week with radio
• Increasingly digital: 16 hours/week with internet + devices
• Access news/information content on desktop (68%), followed by
mobile (22%) and tablet (10%)
Image: Democrat and Chronicle
Image: Globe and Mail
Key message tools
Key message tools
Google Trends
Real-time resource to see search
behaviour trends to design key
messaging
Social Dashboards
Provides perspective on how an
event is being experienced, helps
build empathy in messaging
Practitioner result?
Emergency financial aid is available from the federal government to assist Quebec homeowners whose
homes were damaged by the May 2017 floodwaters
Images: Canadian Press, Government of Canada
Key message tools
Image: Globe and Mail
Tactics tools
Tactics tools
Target audience tools
Reuse info to identify audience-minded tactics
Best practices + analytics
Analysis of marketing initiative tactics and their
results + review of in-house analytics
Tactical landscape research
Primary and secondary research on paid, owned,
earned media tactics across industries
Sources: Ad Council, Millward Brown
Tactics tools
Earned (75%)
Lead with social media announcements and
calling TV and Radio journalists from: Quebecor’s
TVA, Radio-Canada, CBC Radio Canada. Engage
appropriate political influencers.
Radio (51% reach*), TV (6.5% reach*), social (0.01% reach)
*Duplicated (non-unique) reach
Owned (20%)
Use the high-reach Canada.ca website
platform to announce emergency financial
aid funding
Web (22% reach*)
Paid (5%)
Use paid social media (Facebook
promoted posts) and digital radio as
additional layers of targeted
awareness
Social (44% on-target reach)
Practitioner result?
Based on the marketing initiative’s objectives (rapid education, encourage applications) and the target audience’s media
consumption, implement these layered tactics:
Images. Montreal Gazette, Government of Canada
Image: Globe and Mail
Evaluation tools
Evaluation tools
Alerts/Media monitoring
Evaluate the immediate impact (output) of earned marketing
efforts
Basic analytics
Often existing in-house tools (web analytics, emails/DMs, 1-800
calls) and industry tools (Similar Web) to evaluate an initiative's
performance
IBM Watson Tone Analyzer
Roughly analyze the positive/neutral/negative tone of the
marketing initiative's impact (outcomes)
Statistics Canada
% changes (conditional on campaign/initiative)
Practitioner results
Primary objective (action)
X# of emergency flood relief applications from
Quebecers aged 45-54
X# of applications from Quebecers
Evaluation tools
Secondary objectives (education)
X# of impressions and web views (+ time on site, bounce rates, CTRs)
X# of media pickup
% of positive-neutral-negative tone of conversations
X# of social media follower +/- changes
Resources
Image: Digital Trends
Background tools
• Google Alerts
• Google Custom Search
Objectives tools
• Marketing funnel
• McKinsey Marketing Loop
• Google KPIs
• UTM Codes
• URL Trackers (ex. Bit.ly)
Environmental scan
tools
• PEST Framework
• Google Custom Search
• Ads of the World
• Behance Network
• SWOT Framework
• Order Paper Questions (Government of Canada)
• Communities of Practice (in-house)
• Dashboards (ex. Hootsuite)
All tools (1/2)
Target audience tools
• Facebook Ads Manager
iOS
• Statistics Canada
• IAB Canada CMUST
Reports
• eMarketer
• comeScore
• PRIZM5 iOS
• Media in Canada
• Numeris
Key message tools
• Google Trends
• Dashboards (ex. Hootsuite)
Tactics tools
• Millward Brown
• Ad Council
• Best practices (in-
house)
• Statistics Canada
• IAB Canada CMUST
Reports
• eMarketer
• comeScore
• PRIZM5 iOS
• Media in Canada
• Numeris
Evaluation tools
• SimilarWeb
• Google Alerts
All tools (2/2)
Who are you trying to reach and how?
Building and using the modern public sector toolkit
Alex Jasperse | @AlexJasperse | linkedin.com/in/jasperse
Jeremy Harley | @jeremy_harley | linkedin.com/in/jeremyharley

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Who are you trying to reach and how? Building and using the modern public sector marketing toolkit

  • 1. Who are you trying to reach and how? Building and using the modern public sector toolkit Alex Jasperse | @AlexJasperse | linkedin.com/in/jasperse Jeremy Harley | @jeremy_harley | linkedin.com/in/jeremyharley
  • 3. Agenda Public sector marketing mindset Understanding our audiences The modern toolkit The tools in practice Resources
  • 4. Reach The total number of individual citizens (unique) that are potentially exposed to a public sector marketing campaign /initiative Tools Free or low-cost instruments (industry, in- house) that help lay and evidence-based framework for a paid, owned, or earned marketing campaign/initiative Definitions Images: Unsplash
  • 5. Public sector marketing mindset The Political/political realities Image: The Ottawa Citizen
  • 6. Public sector marketing is about informing, engaging, and promoting services, policies, and programs to citizens
  • 7. Our audiences are often mandated Sources: UK Government Communications Service, Government of Canada Policy on Communications and Federal Identity
  • 8. Even so, we have many opportunities to learn from our audiences
  • 9. We’ve experimented and evolved our marketing executions
  • 10. But our marketing initiatives become political at some point
  • 11. There is frequent pressure for low-cost, no-cost initiatives
  • 12. Time to plan is often on short notice
  • 13. Web-centric marketing thinking and doing (digital first, social first, digital by default) is becoming a popular belief – even if the medium doesn’t fit the objective Source: The Ad Contrarian Bus ads by default!
  • 14. The public sector is itself becoming a visible digital platform that is deliberately sought out by audiences when they need something 127M webpage vists/year on Top 50 .gc.ca Source: Government of Canada, 2016
  • 15. Image: Destination Canada Library Understanding our audiences
  • 16. There are many touchpoints and opportunities between audiences and our messages Source: Google, Measure What Matters Most
  • 17. Non-linear audience traditional and digital media engagement experiences are the norm Source: Rail Europe Experience Map
  • 18. Audiences leave footprints across multiple types of ‘traditional’ and ‘digital’ media Source: IAB Canada, Canadian Media Usage Trends (CMUST) 2016
  • 19. Audiences snack on digital content across a number of channels and ecosystem of devices Sources: J.D. Power, Canadian’s Internet Business
  • 20. In the ecosystem of devices, audiences use them for different purposes Sources: Microsoft Advertising, The Evolution of the Multi-Screening Canadian
  • 21. Audience attention span is short and often divided Source: Microsoft Advertising, Attention Spans
  • 22. Short bursts of interest and tab universes reign All digital moments Weather Donald Trump Quebec floods Facebook Govt Social Media Source: Google, How Micro-Moments are Changing the Rules
  • 23. 14.3 trillion+ webpages. Continually removing noise and simplying content for audiences is the dynamic reality Sources: Factshunt, Marketoonist
  • 24. Audiences expect to access useful content in their own terms – not ours Source: Ontario Digital
  • 25. Audiences are increasingly expecting some kind of convenient personalization… without it edging on ‘creepy’ Source: eMarketer
  • 26. Image: Justice Canada The modern toolkit Mapping common public sector tools
  • 27. We need tools and toolkits because we are not in the business of assuming
  • 28. “The last decade has seen marketing deluged with a sea of new tools and techniques.” Source: Mark Ritson
  • 29. The modern toolkit might include up to 12 different planning and execution tools Sources: IAB Canada, AdvertisingAge, eMarketer, Forrester Research, Millward Brown
  • 30. We asked public sector marketers in these organizations what free or low-cost tools they commonly use to plan (not execute) a marketing initaitive/campaign One anonymous non-profit
  • 31. Most had well-established marketing processes and techniques, but their toolkits are still being built out Image: Altimer Group
  • 32. The toolkit we built out contains the 32 most commonly identified marketing tools categorized by typical sections of a marketing plan/strategy Background tools Objectives tools Environmental scan tools Target audience tools Key message tools Tactics tools Evaluation tools
  • 33. Image: Unsplash The tools in practice Fictional marketing initiative
  • 34. Background tools Objectives tools Environmental scan tools Target audience tools Key message tools Tactics tools Evaluation tools The toolkit We used this standard marketing brief structure as the toolkit for the 32 tools we found Templates Typically in-house, but tons of examples from UK Government Communications Service, IAB Canada, and more
  • 36. Background tools Google Alerts Intel alerts relevant to the emerging issue Google.com/.ca Custom search to understand the relevant public sector players Social Dashboards The new TVs in the office
  • 37. Background tools Practitioner result? Launch an urgent marketing initiative to educate flood-affected Quebec residents frustrated with conflicting dialogue from insurers, the media, and friends about the emergency financial aid the federal government can immediately provide to them
  • 38. Image: Globe and Mail Objectives tools
  • 39. Objectives tools Marketing funnel or loop Model to generally plan marketing initiative activities and focus on the right end goal SMART objectives Establish specific objectives to evaluate the marketing initiative KPIs and trackers Clear end goals and metrics to accurately track achievement of these goals (frameworks, UTM codes, link shorteners)
  • 40. Objectives tools Practitioner result? Build awareness of emergency financial aid offered by the federal government to 3.3 million Quebec homeowners potentially impacted by the May 2017 floodwaters, with an increasing urgency for up to 2.6 million Quebec homeowners to immediately apply for federal financial aid. Image: CBC News, Government of Canada, Canadian Press
  • 41. Image: Globe and Mail Environmental scan tools
  • 42. Environmental scan tools PEST analysis Generally summarize the political, economic, social, and technological environment a marketing initiative/ campaign will go into Google e-scan / social dashboards Custom search previous Canadian flood response public sector marketing initiatives / see how people are talking about and experiencing the event Ads of the World + Behance International, national, and sub-national public sector planning and execution case studies
  • 43. Environmental scan tools SWOT framework Help focus marketing tactics in areas of strength and opportunity to minimize low-return efforts Order Paper Questions, Communities of Practice Behind-the-scenes and practitioner insights
  • 44. Practitioner result? Environmental issues are high on the public agenda with an increasing share of political dialogue during the spring season. Major flooding events globally and in Canada has raised the profile of government financial aid to affected citizens. However, as a hot topic in the media, environmental conversations are often noisy. Opportunities exist to build upon previous Government of Canada flood relief marketing efforts exists. Extensive access to global, national, and local public sector flood relief campaigns exists to budget, focus, and execute the campaign. Environmental scan tools
  • 45. Image: Globe and Mail Target audience tools
  • 46. Target audience tools Statistics Canada Demographic insights: Geography, homeowner age, gender, income, profession Facebook Ads Manager iOS Audience reach and interest- based (psychographic) insights
  • 47. Target audience tools IAB Canada CMUST eMarketer comScore PRIZM5 Media in Canada Numeris Primary and secondary data/insights on all media channels (traditional/digital) to develop a media neutral strategy
  • 48. Target audience tools Practitioner result? Of Quebec’s 3.3 million homeowners, focus on Quebec’s largest group: Generation-X-to-Baby-Boomer segment • Reach of 1 million homeowners, 45 to 64 years old • 50% male, 49% female • 89% French speaking, 11% English speaking • Average income of $50k/year • Service sector jobs (retail, health care, or social care) or retired • Strong sense of belonging to Quebec and local community • Moderate interest in federal government programs/services • Mostly traditional media consumption: 34 hours/week with TV, 17 hours/week with radio • Increasingly digital: 16 hours/week with internet + devices • Access news/information content on desktop (68%), followed by mobile (22%) and tablet (10%) Image: Democrat and Chronicle
  • 49. Image: Globe and Mail Key message tools
  • 50. Key message tools Google Trends Real-time resource to see search behaviour trends to design key messaging Social Dashboards Provides perspective on how an event is being experienced, helps build empathy in messaging
  • 51. Practitioner result? Emergency financial aid is available from the federal government to assist Quebec homeowners whose homes were damaged by the May 2017 floodwaters Images: Canadian Press, Government of Canada Key message tools
  • 52. Image: Globe and Mail Tactics tools
  • 53. Tactics tools Target audience tools Reuse info to identify audience-minded tactics Best practices + analytics Analysis of marketing initiative tactics and their results + review of in-house analytics Tactical landscape research Primary and secondary research on paid, owned, earned media tactics across industries Sources: Ad Council, Millward Brown
  • 54. Tactics tools Earned (75%) Lead with social media announcements and calling TV and Radio journalists from: Quebecor’s TVA, Radio-Canada, CBC Radio Canada. Engage appropriate political influencers. Radio (51% reach*), TV (6.5% reach*), social (0.01% reach) *Duplicated (non-unique) reach Owned (20%) Use the high-reach Canada.ca website platform to announce emergency financial aid funding Web (22% reach*) Paid (5%) Use paid social media (Facebook promoted posts) and digital radio as additional layers of targeted awareness Social (44% on-target reach) Practitioner result? Based on the marketing initiative’s objectives (rapid education, encourage applications) and the target audience’s media consumption, implement these layered tactics: Images. Montreal Gazette, Government of Canada
  • 55. Image: Globe and Mail Evaluation tools
  • 56. Evaluation tools Alerts/Media monitoring Evaluate the immediate impact (output) of earned marketing efforts Basic analytics Often existing in-house tools (web analytics, emails/DMs, 1-800 calls) and industry tools (Similar Web) to evaluate an initiative's performance IBM Watson Tone Analyzer Roughly analyze the positive/neutral/negative tone of the marketing initiative's impact (outcomes) Statistics Canada % changes (conditional on campaign/initiative)
  • 57. Practitioner results Primary objective (action) X# of emergency flood relief applications from Quebecers aged 45-54 X# of applications from Quebecers Evaluation tools Secondary objectives (education) X# of impressions and web views (+ time on site, bounce rates, CTRs) X# of media pickup % of positive-neutral-negative tone of conversations X# of social media follower +/- changes
  • 59. Background tools • Google Alerts • Google Custom Search Objectives tools • Marketing funnel • McKinsey Marketing Loop • Google KPIs • UTM Codes • URL Trackers (ex. Bit.ly) Environmental scan tools • PEST Framework • Google Custom Search • Ads of the World • Behance Network • SWOT Framework • Order Paper Questions (Government of Canada) • Communities of Practice (in-house) • Dashboards (ex. Hootsuite) All tools (1/2)
  • 60. Target audience tools • Facebook Ads Manager iOS • Statistics Canada • IAB Canada CMUST Reports • eMarketer • comeScore • PRIZM5 iOS • Media in Canada • Numeris Key message tools • Google Trends • Dashboards (ex. Hootsuite) Tactics tools • Millward Brown • Ad Council • Best practices (in- house) • Statistics Canada • IAB Canada CMUST Reports • eMarketer • comeScore • PRIZM5 iOS • Media in Canada • Numeris Evaluation tools • SimilarWeb • Google Alerts All tools (2/2)
  • 61. Who are you trying to reach and how? Building and using the modern public sector toolkit Alex Jasperse | @AlexJasperse | linkedin.com/in/jasperse Jeremy Harley | @jeremy_harley | linkedin.com/in/jeremyharley