Media Briefing,Planning &
Implementation Fundamentals



Shane Crombie October 2009 Beijing China
The purpose of today
The menu

    Making the perfect cocktail - what we
            do and how we do it
•   Making sense of opportunities
•   Tools of the trade
•   Selecting the right solution
•   Measurement
Digital – many choices


                          Digital      Web
                           Displa      2.0   IPTV
                             y
                                                       Searc
                    Mobile
                                                         h

                 Bloggi                                  Online
                   ng            Digital Media            Ads

                                                         Gamin
                  IM
                                                           g

                                                       Rich
                       Viral
                                                       Media
                                             Comm
                               Mashu
                                             unitite
                                 p     RSS     s
Making the perfect
 digital cocktail
One part of the mix



                   TV
                 Outdoor
                   Print
                  Digital
                  Radio
                   PR
                Direct Mail
The basic
ingredients
Some of our ingredients
                                                        Reach

       Media Partnerships                                                                                   Search
                             Messenger


                                                                                                       Affiliates
    Overlays
                                                                          Digital display
                            Streaming
                                Video



                                                                                                          Listings
     Niche Media                                                         RSS Feeds
     Partnerships
                                    Community
                                    marketing
 Podcasting



                                                           Solus Email
                                                                                                 Sponsored Emails
                                          Content
                                          Integration

       In game



                                Webinar                                                 Mobile
                        IPTV                                     PDA




                            Branding                                                 Response
Some of our Creative Options – Standard Units

                                120x600   160x600
            468x60




            728x90

  300x250            336x280
Tools of
the trade
Tools of the trade
Audience Measurement   Consumer Insight              Competitive




Campaign performance                Market Insight
Audience insights drive
    informed strategies


                                                Switch from Work to
                                                Entertainment




%




                  News & Sport at lunch




              All Weekday Users – Home & Work
Eyeing up the competition
Experienced bar staff make
things happen
Mixing the right cocktail
                 BRIEF
                 Approach
                    +
                 Channels

                  Partners
                     +
                  Formats
                   Buying
                     +
               Implementation
               Measurement
                    +
               Optimisation
Approach
                                                                     +
Taking your order                                                 Channels


Fuelling campaign success - good reasons to get the brief right


                             CREATES BETTER
                                     WORK
                  The tightest briefs often stimulate the most
                              creative responses



                           DELIVERS BETTER
                                  RESULTS
                Focussed briefs lead to more effective delivery




               1 : Focus On The Objectives
   2 : Make It Simple & Clear – Insight, Insight, Insight
                      3 : Write It Down
Briefing essentials

                   THE ESSENTIALS

                  Objectives (business &
  THE BASICS         communication)          THE RESULT

   Key contacts          Budget            How will success be
                                              measured?
   Project name   Timings (for response
                     and campaign)               Sales?
   Background
                      Creative Hook           Shift in brand
                                              awareness?
                  Other media channels
                       being used              Response?

                    Any other relevant
                       information
Flexible Channel Approach

          Viral / Branded Content / Sponsorship / Special Format
     Innov
      ation
        Search
        Engine
       Marketing




              Vertical Sites




                       Critical Mass Sites
Finding like minded people
Unique targeting opportunities
Unique targeting opportunities

Finely targeted email   Editorial Integration
On the pull
Cost efficient &
Effective
engagement
Setting Campaign Metrics



Impressions                  Unique Visitors
Unique Users                 Pages Viewed
Clicks                       Deeper Engagement
CTR%                         Conversion Rate




                          Sales
                          Sign-ups
                          Brand Awareness
                          Perception
                          Purchase Decision

               Webscore
Cost efficient prospect &
    sales generation
Exploiting search to hit the hottest prospects


                                                 Bringing the service to the consumer




       Ongoing prospect dialogue
Standing out from the crowd
Projecting brand values
Projecting brand values
  Brand advocacy     Theme Alignment




                   Affiliating with Cricket




                                        Building music credentials
Striking the Media Deal
What is Standard:                         Value Add:

•   Price                                  • Innovation
     o Control inflation year over year   Media “Firsts”
•   Relevance                             Unique creative executions
     o Regional coverage (IP Targeting)    • Exclusivity
     o Site content relevance             Category exclusivity
•   Flexibility                            • Customized
     o Re-scheduling flexibility          Content and promotions
     o Cancellation provision              • Other
•   “Hard” added value components         Research budget provisions
•   Integration (with offline)            Cross links
                                          Content Syndication
                                          Data rights
                                          Best Practices
Content Syndication

• Get the media agency involved in syndication on a local/regional level
• Negotiate deals to place content on sites where there is no media
  spend



                      Creative Content Driving Media Value




         Paid Media                                  Creative Content



                      And Media Driving Creative Content
Settling the bill
 Types of Media Costs


    CPT                 CPM               CPC                CPA
Cost per Time      Cost per Thousand   Cost per Click   Cost per Action


Special Formats:
Eg. Home Page
Takeover




                        Likelihood of Acceptance
Measurement
Measurement
                                                                  +
    Adserving – control, insight & accuracy                  Optimisation




                                 User clicks to site (or
                                 turns up later)




                                          User arrives &
    Campaign trafficked                    explores site
 Redirects sent to publisher            (Actions recorded)
Publisher rotates-in redirects
       Ad displayed
   Impression recorded
    Optimisations made
A good session
•   Take the finest ingredients
•   Add the best tools into the mix
•   Combine the right people
•   Be careful with your measures
•   Enjoy and refine
Detailed Ideal Process
High Level Ideal Campaign Process

 •   Briefing Meeting                   1
                                       Day
     Media Brief
                                        1
 •   Staffing Estimate                 Day
 •   Media Objectives &                      1-3
     Strategies Developed                    Day

 •   Client approval of
Media fees and Obs/Strats                          1 week
 •   Analysis T&M Plan/Tracking
     Set up
                                                             1-2 Day
 •   Development and
     Presentation of Media Buy
 •   Client approval of Media Buy                                             2 weeks

 •   PO/ISR Open for Media
                                                                              2 weeks
 •   Creative trafficked and Go-
     Links tested
 •   Sites to test and post creative                                                               1 week
 •   Campaign Live - Ongoing
     Media Optimizations                                                                                      1-2 Day


                                                                                                                        3-5 Days
                                       Phase 1          Phase 2 – Obs &        Phase 3 –
                                                                                                                                   3-5 Days
                                       Scope            Strats                 T&M and Media Buy
                                                                                                             Phase 4 – Execution

                                                                                                                                       X
                                             Week1          Week 2        Week 3        Week 4      Week 5          Week 6




                                                                                                                                          2
Phase 1 & 2 Details
•   Campaign kick off - Media and Creative are briefed by Account/Client
     o Items Media should be aware or
         PR, Other Media Channels, Creative Messaging or Hook, Timings, Offers, etc.
•   Provide media planning timeline to Account/Client
•   Develop Objectives and Strategies
     o Research target behavior
     o Research site consideration list
     o Develop strategies and tactics
     o Determine initial budget allocation by tactic
         List out potential or sample sites for each tactic
    o   Work with Analytics to craft initial projections
•   Objectives and Strategies presented to client and approved
•   Send Media Estimate to client
•   Client opens PO (follow up to ensure open)
Phase 3 Details

• Develop site list
• Create Request for Proposal (RFP)
    o   Send out RFP
    o   Consolidate proposals
    o   Evaluate proposals
    o   Re-negotiate proposals
•   Create planned flowchart
•   Scheduling options
•   Share initial unit sizes and specs with Account/Creative team
•   Develop media rationale deck
•   Work with Analytics on full campaign projections
•   Present both to client
•   Obtain client approval
Phase 4 Details

• Trafficking
   o Enter plan into Adserver (possibly Media Tools also)
   o Send Insertion Orders to sites
   o Fill out media portion of traffic workbook
   o Send traffic workbook to Account for completion and sent to AdOps
   o Ensure all publishers receive tags and notify them that screen shots
     are needed
   o Terms and Conditions accompanying IO
   o Specific language for Ad Network policies
• Maintain proper documentation for IOs throughout campaign
   o Revisions
   o Signed copies
• Pull adserver report 1 day after live date to ensure all placements
  are live
• Create screen shot deck and send to client
Ongoing Campaign Details

• After 2 week
  o Pull report to evaluate delivery against goals (initial performance
    and pacing) and determine if action needs to be taken
  o Evaluate pacing and determine whether placements are
    significantly delivering too slow. If so, work with Sup/AMD and
    determine if client needs to be notified of issues.

• Continue monitoring pacing of media and Ad Serving to
  ensure budget is not exceeded or unmet

• Continue watching campaign performance on frequent
  basis
Ongoing Campaign Details continued

• Optimise where appropriate based on data insights
• Review Analytics reports and confirm numbers are
  accurate, as well as provide Media commentary
• At the end of each month, update Media Estimates and
  Media Tools
• Build case study showcasing innovative elements with
  results
Summary - It’s all about the details
• Have clear campaign goals and objectives
• Understand your audience
• Know your media options (buy types, sites, units,
  programs, flighting)
• Set realistic metric benchmarks for every campaign
• Learn from every campaign no matter how insignificant
  it might seem

Digital Media Briefing & Planning Process

  • 1.
    Media Briefing,Planning & ImplementationFundamentals Shane Crombie October 2009 Beijing China
  • 2.
  • 3.
    The menu Making the perfect cocktail - what we do and how we do it • Making sense of opportunities • Tools of the trade • Selecting the right solution • Measurement
  • 4.
    Digital – manychoices Digital Web Displa 2.0 IPTV y Searc Mobile h Bloggi Online ng Digital Media Ads Gamin IM g Rich Viral Media Comm Mashu unitite p RSS s
  • 5.
    Making the perfect digital cocktail
  • 6.
    One part ofthe mix TV Outdoor Print Digital Radio PR Direct Mail
  • 7.
  • 8.
    Some of ouringredients Reach Media Partnerships Search Messenger Affiliates Overlays Digital display Streaming Video Listings Niche Media RSS Feeds Partnerships Community marketing Podcasting Solus Email Sponsored Emails Content Integration In game Webinar Mobile IPTV PDA Branding Response
  • 9.
    Some of ourCreative Options – Standard Units 120x600 160x600 468x60 728x90 300x250 336x280
  • 10.
  • 11.
    Tools of thetrade Audience Measurement Consumer Insight Competitive Campaign performance Market Insight
  • 12.
    Audience insights drive informed strategies Switch from Work to Entertainment % News & Sport at lunch All Weekday Users – Home & Work
  • 13.
    Eyeing up thecompetition
  • 14.
    Experienced bar staffmake things happen
  • 15.
    Mixing the rightcocktail BRIEF Approach + Channels Partners + Formats Buying + Implementation Measurement + Optimisation
  • 16.
    Approach + Taking your order Channels Fuelling campaign success - good reasons to get the brief right CREATES BETTER WORK The tightest briefs often stimulate the most creative responses DELIVERS BETTER RESULTS Focussed briefs lead to more effective delivery 1 : Focus On The Objectives 2 : Make It Simple & Clear – Insight, Insight, Insight 3 : Write It Down
  • 17.
    Briefing essentials THE ESSENTIALS Objectives (business & THE BASICS communication) THE RESULT Key contacts Budget How will success be measured? Project name Timings (for response and campaign) Sales? Background Creative Hook Shift in brand awareness? Other media channels being used Response? Any other relevant information
  • 18.
    Flexible Channel Approach Viral / Branded Content / Sponsorship / Special Format Innov ation Search Engine Marketing Vertical Sites Critical Mass Sites
  • 19.
    Finding like mindedpeople Unique targeting opportunities
  • 20.
    Unique targeting opportunities Finelytargeted email Editorial Integration
  • 21.
    On the pull Costefficient & Effective engagement
  • 22.
    Setting Campaign Metrics Impressions Unique Visitors Unique Users Pages Viewed Clicks Deeper Engagement CTR% Conversion Rate Sales Sign-ups Brand Awareness Perception Purchase Decision Webscore
  • 23.
    Cost efficient prospect& sales generation Exploiting search to hit the hottest prospects Bringing the service to the consumer Ongoing prospect dialogue
  • 24.
    Standing out fromthe crowd Projecting brand values
  • 25.
    Projecting brand values Brand advocacy Theme Alignment Affiliating with Cricket Building music credentials
  • 26.
    Striking the MediaDeal What is Standard: Value Add: • Price • Innovation o Control inflation year over year Media “Firsts” • Relevance Unique creative executions o Regional coverage (IP Targeting) • Exclusivity o Site content relevance Category exclusivity • Flexibility • Customized o Re-scheduling flexibility Content and promotions o Cancellation provision • Other • “Hard” added value components Research budget provisions • Integration (with offline) Cross links Content Syndication Data rights Best Practices
  • 27.
    Content Syndication • Getthe media agency involved in syndication on a local/regional level • Negotiate deals to place content on sites where there is no media spend Creative Content Driving Media Value Paid Media Creative Content And Media Driving Creative Content
  • 28.
    Settling the bill Types of Media Costs CPT CPM CPC CPA Cost per Time Cost per Thousand Cost per Click Cost per Action Special Formats: Eg. Home Page Takeover Likelihood of Acceptance
  • 29.
  • 30.
    Measurement + Adserving – control, insight & accuracy Optimisation User clicks to site (or turns up later) User arrives & Campaign trafficked explores site Redirects sent to publisher (Actions recorded) Publisher rotates-in redirects Ad displayed Impression recorded Optimisations made
  • 31.
    A good session • Take the finest ingredients • Add the best tools into the mix • Combine the right people • Be careful with your measures • Enjoy and refine
  • 32.
  • 33.
    High Level IdealCampaign Process • Briefing Meeting 1 Day Media Brief 1 • Staffing Estimate Day • Media Objectives & 1-3 Strategies Developed Day • Client approval of Media fees and Obs/Strats 1 week • Analysis T&M Plan/Tracking Set up 1-2 Day • Development and Presentation of Media Buy • Client approval of Media Buy 2 weeks • PO/ISR Open for Media 2 weeks • Creative trafficked and Go- Links tested • Sites to test and post creative 1 week • Campaign Live - Ongoing Media Optimizations 1-2 Day 3-5 Days Phase 1 Phase 2 – Obs & Phase 3 – 3-5 Days Scope Strats T&M and Media Buy Phase 4 – Execution X Week1 Week 2 Week 3 Week 4 Week 5 Week 6 2
  • 34.
    Phase 1 &2 Details • Campaign kick off - Media and Creative are briefed by Account/Client o Items Media should be aware or  PR, Other Media Channels, Creative Messaging or Hook, Timings, Offers, etc. • Provide media planning timeline to Account/Client • Develop Objectives and Strategies o Research target behavior o Research site consideration list o Develop strategies and tactics o Determine initial budget allocation by tactic  List out potential or sample sites for each tactic o Work with Analytics to craft initial projections • Objectives and Strategies presented to client and approved • Send Media Estimate to client • Client opens PO (follow up to ensure open)
  • 35.
    Phase 3 Details •Develop site list • Create Request for Proposal (RFP) o Send out RFP o Consolidate proposals o Evaluate proposals o Re-negotiate proposals • Create planned flowchart • Scheduling options • Share initial unit sizes and specs with Account/Creative team • Develop media rationale deck • Work with Analytics on full campaign projections • Present both to client • Obtain client approval
  • 36.
    Phase 4 Details •Trafficking o Enter plan into Adserver (possibly Media Tools also) o Send Insertion Orders to sites o Fill out media portion of traffic workbook o Send traffic workbook to Account for completion and sent to AdOps o Ensure all publishers receive tags and notify them that screen shots are needed o Terms and Conditions accompanying IO o Specific language for Ad Network policies • Maintain proper documentation for IOs throughout campaign o Revisions o Signed copies • Pull adserver report 1 day after live date to ensure all placements are live • Create screen shot deck and send to client
  • 37.
    Ongoing Campaign Details •After 2 week o Pull report to evaluate delivery against goals (initial performance and pacing) and determine if action needs to be taken o Evaluate pacing and determine whether placements are significantly delivering too slow. If so, work with Sup/AMD and determine if client needs to be notified of issues. • Continue monitoring pacing of media and Ad Serving to ensure budget is not exceeded or unmet • Continue watching campaign performance on frequent basis
  • 38.
    Ongoing Campaign Detailscontinued • Optimise where appropriate based on data insights • Review Analytics reports and confirm numbers are accurate, as well as provide Media commentary • At the end of each month, update Media Estimates and Media Tools • Build case study showcasing innovative elements with results
  • 39.
    Summary - It’sall about the details • Have clear campaign goals and objectives • Understand your audience • Know your media options (buy types, sites, units, programs, flighting) • Set realistic metric benchmarks for every campaign • Learn from every campaign no matter how insignificant it might seem

Editor's Notes

  • #34 Check this against new traffic/QA process. Does it need to be extended?