Integrating Measurement
            & Measuring Integration
            IPR 7th Annual Summit on Measurement




 October 14, 2009
 Tim Marklein, tmarklein@webershandwick.com
 Twitter: @tmarklein
Slide 1 -- October 14, 2009
2009 = Transformational year

            Economy : Cold            Measurement : Hot




Slide 2 -- October 14, 2009
Current state of PR measurement

               THE GOOD   Everyone agrees: Measurement is important
                          Basic standards, tools in place for measuring media
                          CMOs, CFOs and CEOs are asking for more
               THE BAD




                          Still lots of lip service without investment
                          PR wastes time fighting AVE – “media value” is real
                          Quarterly reports are shelfware, don’t drive decisions
               THE UGLY




                          PR metrics aren’t translated into executive terms
                          Not enough definition or accountability for outcomes
                          “Random acts of measurement” – not enough integration


                                          Source: Weber Shandwick
Slide 3 -- October 14, 2009             Measurement & Strategy practice
The critical challenge: Mind the gap!

                     Typical PR metrics                              Key business metrics
              • Total clips                                     • Contribution to sales
              • Total clips in top-tier media                   • Contribution to market share
              • Total circulation/impressions                   • Contribution to profitability
              • Share of voice                                  • Influence on stock performance
              • Media sentiment                                 • Influence on stakeholder awareness
              • Message pull-through                            • Influence on stakeholder opinion
              • Ad equivalency                                  • Influence on employee attitudes
              • Cost per thousand                               • Influence on customer consid/pref
              • Influence on stakeholder awareness              • Influence on customer satisfaction
              • Influence on stakeholder opinion                • Influence on customer loyalty
              • Influence on employee attitudes                 • Influence on brand equity
              • Influence on corporate reputation


                  “It will be difficult for PR to get a larger share of the total
                communications expenditure without quantitative means that
                       go well beyond measurement of media outputs.”

                                 Source: Adapted from GAP V report, Annenberg
Slide 4 -- October 14, 2009   School of Communication, “Fifth Annual Public Relations
                                   Generally Accepted Practices” study, Q1’08
The importance of integration


              • Old world, meet new world
                   • Integration of traditional, digital and social media
                   • Integrating WOM and other new influence patterns
              • Silo #1, meet silo #2, silo #3, etc.
                   • Integration of PR with other communication disciplines
                   • Integration of PR with other marketing disciplines
                   • Integration across business units, products, geographies
              • Measurement, meet strategy
                   • Integration of metrics, data sources, tools, dashboards
                   • Integration of data and insights into decision-making flow




Slide 5 -- October 14, 2009
Traditional/digital integration:
              Media cross-over effects, in both directions




Slide 6 -- October 14, 2009
Traditional/digital integration:
              New metrics, data sources and concepts

                           measures: Assess how content is accessed, shared,
                  adapted, amplified across various sites and media properties
                                  measures: Assess the volume, engagement, sentiment
                      and reach of content shared via the web.
                            measures: Assess the paid and organic search rankings for
                      company content, brands and keyword associations
                          measures: Assess the volume, engagement, feedback and
                      reach of content shared via company’s web properties
                                 measures: Analyze volume, content, sentiment
                  of conversations about company/brands across sites, media
                               measures: Assess audience, reach and “touch
                  points” of company content/conversations across sites, media
              • Outcome measures: Assess how the content, conversation
                and community measures correlate with desired outcomes


                                 Source: Weber Shandwick Measurement & Strategy
Slide 7 -- October 14, 2009          practice, “Inline” measurement framework
Traditional/digital integration:
              The challenge of “scale” and how to adapt

              • What’s more valuable?
                   • Chicago Tribune print story
                   • WSJ.com online story
                   • Industry blog post
              • Key considerations
                   • Total impressions vs. targeted impressions
                   • Total engagement vs. targeted engagement
                   • Earned Media Value – consistency of source data
                   • CPM vs. CPE – very different scales




Slide 8 -- October 14, 2009
Integrating new influence patterns:
              Advocacy takes center stage


                                                                          More than just
                                                                         word-of-mouth…
                              45%          ADVOCATES
                                            High intensity (9%)         Sharing advice
                                            Low intensity (36%)
                                                                        Making recommendations

                                   20%                                  Making their loyalty visible
                                             BADVOCATES
                                                                        Reaching out broadly
                                                                        Making fast decisions
                                          INFLUENTIALS
                                                                        Taking action
                                     OPINION ELITES




Slide 9 -- October 14, 2009    Source: Weber Shandwick’s New Wave of
                              Advocacy™ with KRC Research, March 2007
Integrating new influence patterns:
                                     Tracking WOM conversation volume, quality
                                       Low Volume / High Quality                                        High Volume / High Quality

                                              Nationwide

                                                            Prudential

                                                                                 Industry
                                                All State                        Average
           Quality of Advocacy (%)




                                                                                 State Farm

                                                                                                            Metric               Score      Industry
                                                                                                  Share of Conversation              10%           4%
                                                                                                  Net Favorability                   -62%        18%
                                                                                                  Net Recommendation                 -24%        29%
                                                                                                  Propensity to Relay                31%         50%




                                                                                                                           AIG

                                       Low Volume / Low Quality                                          High Volume / Low Quality


                                                                         Share of Conversation (%)

                                                              Source: Weber Shandwick Measurement & Strategy analysis,
Slide 10 -- October 14, 2009                                   based on Keller Fay TalkTrackTM survey data Jan’08-Dec’08
Integrating new influence patterns:
              Re-thinking channels, reach, influence
                “Inside” Advocacy Sources                          “Outside” Advocacy Sources
                         DAY-TO-DAY HUB                                       EXPERT HUB

               Who in their personal or work lives does           What kinds of experts (specific people,
               your audience trust for information and               categories of people, or specialized
               advice?                                                 publications) does your audience
                                                                   seek out when they want information
               Who in turn do they contact and                                              and advice?
               influence?
                                                                        How does this contribute to their
                                                                                      decision-making?



               What groups, clubs or networks                                What brands, celebrities or
               (online or offline) does your                                 cultural trends have caught
               audience turn to for information                           the attention of your audience
               and advice?                                                    and are most influential in
                                                                                  their decision-making?
               Who do they in turn communicate with?


                               SOCIAL HUB                                      MEGA HUB


Slide 11 -- October 14, 2009              Source: Weber Shandwick & KRC Research
Integrating new influence patterns:
              We can’t assume or pretend they’re linear
              “Inside” Advocacy Sources                                         “Outside” Advocacy Sources
                           DAY-TO-DAY HUB                                                     EXPERT HUB
                                                                                  Experts            Sales            Trade show
              Home                                       E-mail
                                                                                                     Reps
                                    Telephone
                                                                                Podcasts                                    Customer
                                                                                                                            Service
            Work                                                                               Vertical
            place                                                               Business       Media                 Lifestyle
                                                  SMS                           Media
                                                                                                                     Media
                                                                                                Pundits
                                Mobile                                                                                 Brand
                                                       WOM                               Authors
                                Phone                                                                                  Website



                    Social                     Blogs                                                                    Branded
                    Organizations                                                        Celebrity
                                                                                                                        Entertainment

                     Community                         Search                                 VOD            Print
                                                                                                                             Direct
                     Groups                                                                                                  Mail
                                                                                               Cable
               Social Clubs         Social                                  Broadcast          Television
                                    Networks                                Television                                     Branded
                                                         Opinion Sites
                                                                                                        Radio              Applications
                    Business
                                                                                Internet TV
                    Organizations                                                                                       Video games
                                                        ARG’s

                               SOCIAL HUB                                                      MEGA HUB

Slide 12 -- October 14, 2009                           Source: Weber Shandwick & KRC Research
Integrating new influence patterns:
  Customers aren’t necessarily who they seem
SALES THOUGHT:
Eric = $500K IT budget
                         THE REALITY:
                         Eric = $76M IT impact inside,
                         $200M total in 40 companies




    $500,000
   IT Budget
Integrating new influence patterns:
              Different engagement methods and vehicles

                  Traditional marketing        Advocacy marketing

              •   Create collateral        •   Identify advocates
              •   Send direct mail         •   Engage advocates
              •   Buy media                •   Manage relationships
              •   Attend events            •   Have conversations
              •   Create events            •   Activate communities
              •   Buy more media           •   Create great content
              •   Conduct PR               •   Syndicate content
              •   Write case studies       •   Tell many stories, one
              •   Buy more media               at a time, synchronized,
              •   Tell one story to mass       through many voices, to
                  markets or big groups        “micro” markets


Slide 14 -- October 14, 2009
PR/comms/marketing integration:
              Re-framing the measurement conversation


  activities                   reach               relevance             outcomes             worth

What activities          Did you reach             Were you            What business       What is the
were performed          your audience?          relevant to your       results did you   estimated dollar
  to achieve              How many              audience? Were            achieve?        value of your
   results?              impressions,            you credible?           Awareness?      communication
                          web visits,            Did your ideas         Engagement?       efforts? What
                            reports,             and messages            Reputation?      was the ROI?
                        attendees, etc.          resonate? Did         Leads? Sales?
                              were                 you drive              Loyalty?
                          generated?             conversation?           Advocacy?


 Quantity/Output                Quality/Outtakes             Business Impact             Value/Efficiency

 Communications Team                            Marketing Team                           Executive Team




                                          Source: Weber Shandwick Measurement &
Slide 15 -- October 14, 2009           Strategy practice, “ARROW” measurement model
PR/comms/marketing integration:
              Delivering dashboards (light view)




                                  Source: Weber Shandwick Measurement &
Slide 16 -- October 14, 2009   Strategy practice, “ARROW” measurement model
PR/comms/marketing integration:
              Delivering dashboards (medium view)


                    Activities
                                      21      Earned Media Interviews
                                      12      Paid Media Placements


                        Reach
                                       340K Earned Media Impressions
                                       179K Paid Media Impressions
                   Relevance
                                       43% Earned + Paid Media Share
                                       67% Conversation Share (Social + WOM)
                   Outcomes
                                       2.3% Increased Awareness (Tracking Survey)
                                       195K New Patient Visits (Self-Reported)
                        Worth
                                       $145K Earned + Paid Media Value
                                       $97M Revenue from New Patient Visits
                                    Source: Weber Shandwick Measurement &
Slide 17 -- October 14, 2009     Strategy practice, “ARROW” measurement model
PR/comms/marketing integration:
              Delivering dashboards (full view)




                                  Source: Weber Shandwick Measurement &
Slide 18 -- October 14, 2009   Strategy practice, “ARROW” measurement model
Measurement, meet strategy:
              “Insight” doesn’t live in silos, aggregation is key


              Media                       Media                      Web                     Keyword
             Analysis                    Analysis                  Analytics                 Analysis
           (traditional)                 (social)                   (site)                   (search)


               WOM                         Brand                  Customer                  Employee
              Analysis                   Tracking                Satisfaction              Satisfaction
             (surveys)                   (surveys)                (surveys)                 (surveys)


           Lead Gen                      Events &              Analyst Data &               Ind. Awards
          & Sales data                   DM data                  Reports                  & Scorecards
             (CRM)                        (CRM)                 (third party)               (third party)




                               Source: Weber Shandwick Measurement & Strategy practice –
Slide 19 -- October 14, 2009           ARROW Measurement Suite, February 2009
Measurement, meet strategy:
              Get the data out – to execs, sales, marketing




Slide 20 -- October 14, 2009
Measurement, meet strategy:
              Integrate data, insights into decision flow

              • Have you built your “measurement cycles” to match your
                company’s “decision cycles”?
                   • Daily or hourly (crisis and issues management)
                   • Weekly and monthly (progress, trends, course corrections)
                   • Quarterly and annual (strategic decisions, direction changes)
              • What are your company’s “decision forums”?
                   • Staff meetings, board meetings, key individuals, etc.
                   • Are you there? Do they have the data? Are they using it?
              • What are your company’s “data consumption” habits?
                   • Individuals and organizations learn, adapt, decide differently
                   • Are you packaging your metrics to make them consumable?


Slide 21 -- October 14, 2009
Your transformation moment


• One-way communication is dying.
• Conversations and community are king.
• Integration trumps independence.
• Measurement is imperative.
• You have the data. Use it to lead. Be a change agent.
Thank You!!!

                                Email:
         tmarklein@webershandwick.com

                                 Blog:
             www.allaboutadvocacy.com

                                 Twitter:
                   twitter.com/tmarklein




- 23 -

IPR Measurement Summit -- "Integrated Measurement" -- Tim Marklein

  • 1.
    Integrating Measurement & Measuring Integration IPR 7th Annual Summit on Measurement October 14, 2009 Tim Marklein, tmarklein@webershandwick.com Twitter: @tmarklein Slide 1 -- October 14, 2009
  • 2.
    2009 = Transformationalyear Economy : Cold Measurement : Hot Slide 2 -- October 14, 2009
  • 3.
    Current state ofPR measurement THE GOOD Everyone agrees: Measurement is important Basic standards, tools in place for measuring media CMOs, CFOs and CEOs are asking for more THE BAD Still lots of lip service without investment PR wastes time fighting AVE – “media value” is real Quarterly reports are shelfware, don’t drive decisions THE UGLY PR metrics aren’t translated into executive terms Not enough definition or accountability for outcomes “Random acts of measurement” – not enough integration Source: Weber Shandwick Slide 3 -- October 14, 2009 Measurement & Strategy practice
  • 4.
    The critical challenge:Mind the gap! Typical PR metrics Key business metrics • Total clips • Contribution to sales • Total clips in top-tier media • Contribution to market share • Total circulation/impressions • Contribution to profitability • Share of voice • Influence on stock performance • Media sentiment • Influence on stakeholder awareness • Message pull-through • Influence on stakeholder opinion • Ad equivalency • Influence on employee attitudes • Cost per thousand • Influence on customer consid/pref • Influence on stakeholder awareness • Influence on customer satisfaction • Influence on stakeholder opinion • Influence on customer loyalty • Influence on employee attitudes • Influence on brand equity • Influence on corporate reputation “It will be difficult for PR to get a larger share of the total communications expenditure without quantitative means that go well beyond measurement of media outputs.” Source: Adapted from GAP V report, Annenberg Slide 4 -- October 14, 2009 School of Communication, “Fifth Annual Public Relations Generally Accepted Practices” study, Q1’08
  • 5.
    The importance ofintegration • Old world, meet new world • Integration of traditional, digital and social media • Integrating WOM and other new influence patterns • Silo #1, meet silo #2, silo #3, etc. • Integration of PR with other communication disciplines • Integration of PR with other marketing disciplines • Integration across business units, products, geographies • Measurement, meet strategy • Integration of metrics, data sources, tools, dashboards • Integration of data and insights into decision-making flow Slide 5 -- October 14, 2009
  • 6.
    Traditional/digital integration: Media cross-over effects, in both directions Slide 6 -- October 14, 2009
  • 7.
    Traditional/digital integration: New metrics, data sources and concepts measures: Assess how content is accessed, shared, adapted, amplified across various sites and media properties measures: Assess the volume, engagement, sentiment and reach of content shared via the web. measures: Assess the paid and organic search rankings for company content, brands and keyword associations measures: Assess the volume, engagement, feedback and reach of content shared via company’s web properties measures: Analyze volume, content, sentiment of conversations about company/brands across sites, media measures: Assess audience, reach and “touch points” of company content/conversations across sites, media • Outcome measures: Assess how the content, conversation and community measures correlate with desired outcomes Source: Weber Shandwick Measurement & Strategy Slide 7 -- October 14, 2009 practice, “Inline” measurement framework
  • 8.
    Traditional/digital integration: The challenge of “scale” and how to adapt • What’s more valuable? • Chicago Tribune print story • WSJ.com online story • Industry blog post • Key considerations • Total impressions vs. targeted impressions • Total engagement vs. targeted engagement • Earned Media Value – consistency of source data • CPM vs. CPE – very different scales Slide 8 -- October 14, 2009
  • 9.
    Integrating new influencepatterns: Advocacy takes center stage More than just word-of-mouth… 45% ADVOCATES High intensity (9%) Sharing advice Low intensity (36%) Making recommendations 20% Making their loyalty visible BADVOCATES Reaching out broadly Making fast decisions INFLUENTIALS Taking action OPINION ELITES Slide 9 -- October 14, 2009 Source: Weber Shandwick’s New Wave of Advocacy™ with KRC Research, March 2007
  • 10.
    Integrating new influencepatterns: Tracking WOM conversation volume, quality Low Volume / High Quality High Volume / High Quality Nationwide Prudential Industry All State Average Quality of Advocacy (%) State Farm Metric Score Industry Share of Conversation 10% 4% Net Favorability -62% 18% Net Recommendation -24% 29% Propensity to Relay 31% 50% AIG Low Volume / Low Quality High Volume / Low Quality Share of Conversation (%) Source: Weber Shandwick Measurement & Strategy analysis, Slide 10 -- October 14, 2009 based on Keller Fay TalkTrackTM survey data Jan’08-Dec’08
  • 11.
    Integrating new influencepatterns: Re-thinking channels, reach, influence “Inside” Advocacy Sources “Outside” Advocacy Sources DAY-TO-DAY HUB EXPERT HUB Who in their personal or work lives does What kinds of experts (specific people, your audience trust for information and categories of people, or specialized advice? publications) does your audience seek out when they want information Who in turn do they contact and and advice? influence? How does this contribute to their decision-making? What groups, clubs or networks What brands, celebrities or (online or offline) does your cultural trends have caught audience turn to for information the attention of your audience and advice? and are most influential in their decision-making? Who do they in turn communicate with? SOCIAL HUB MEGA HUB Slide 11 -- October 14, 2009 Source: Weber Shandwick & KRC Research
  • 12.
    Integrating new influencepatterns: We can’t assume or pretend they’re linear “Inside” Advocacy Sources “Outside” Advocacy Sources DAY-TO-DAY HUB EXPERT HUB Experts Sales Trade show Home E-mail Reps Telephone Podcasts Customer Service Work Vertical place Business Media Lifestyle SMS Media Media Pundits Mobile Brand WOM Authors Phone Website Social Blogs Branded Organizations Celebrity Entertainment Community Search VOD Print Direct Groups Mail Cable Social Clubs Social Broadcast Television Networks Television Branded Opinion Sites Radio Applications Business Internet TV Organizations Video games ARG’s SOCIAL HUB MEGA HUB Slide 12 -- October 14, 2009 Source: Weber Shandwick & KRC Research
  • 13.
    Integrating new influencepatterns: Customers aren’t necessarily who they seem SALES THOUGHT: Eric = $500K IT budget THE REALITY: Eric = $76M IT impact inside, $200M total in 40 companies $500,000 IT Budget
  • 14.
    Integrating new influencepatterns: Different engagement methods and vehicles Traditional marketing Advocacy marketing • Create collateral • Identify advocates • Send direct mail • Engage advocates • Buy media • Manage relationships • Attend events • Have conversations • Create events • Activate communities • Buy more media • Create great content • Conduct PR • Syndicate content • Write case studies • Tell many stories, one • Buy more media at a time, synchronized, • Tell one story to mass through many voices, to markets or big groups “micro” markets Slide 14 -- October 14, 2009
  • 15.
    PR/comms/marketing integration: Re-framing the measurement conversation activities reach relevance outcomes worth What activities Did you reach Were you What business What is the were performed your audience? relevant to your results did you estimated dollar to achieve How many audience? Were achieve? value of your results? impressions, you credible? Awareness? communication web visits, Did your ideas Engagement? efforts? What reports, and messages Reputation? was the ROI? attendees, etc. resonate? Did Leads? Sales? were you drive Loyalty? generated? conversation? Advocacy? Quantity/Output Quality/Outtakes Business Impact Value/Efficiency Communications Team Marketing Team Executive Team Source: Weber Shandwick Measurement & Slide 15 -- October 14, 2009 Strategy practice, “ARROW” measurement model
  • 16.
    PR/comms/marketing integration: Delivering dashboards (light view) Source: Weber Shandwick Measurement & Slide 16 -- October 14, 2009 Strategy practice, “ARROW” measurement model
  • 17.
    PR/comms/marketing integration: Delivering dashboards (medium view) Activities 21 Earned Media Interviews 12 Paid Media Placements Reach 340K Earned Media Impressions 179K Paid Media Impressions Relevance 43% Earned + Paid Media Share 67% Conversation Share (Social + WOM) Outcomes 2.3% Increased Awareness (Tracking Survey) 195K New Patient Visits (Self-Reported) Worth $145K Earned + Paid Media Value $97M Revenue from New Patient Visits Source: Weber Shandwick Measurement & Slide 17 -- October 14, 2009 Strategy practice, “ARROW” measurement model
  • 18.
    PR/comms/marketing integration: Delivering dashboards (full view) Source: Weber Shandwick Measurement & Slide 18 -- October 14, 2009 Strategy practice, “ARROW” measurement model
  • 19.
    Measurement, meet strategy: “Insight” doesn’t live in silos, aggregation is key Media Media Web Keyword Analysis Analysis Analytics Analysis (traditional) (social) (site) (search) WOM Brand Customer Employee Analysis Tracking Satisfaction Satisfaction (surveys) (surveys) (surveys) (surveys) Lead Gen Events & Analyst Data & Ind. Awards & Sales data DM data Reports & Scorecards (CRM) (CRM) (third party) (third party) Source: Weber Shandwick Measurement & Strategy practice – Slide 19 -- October 14, 2009 ARROW Measurement Suite, February 2009
  • 20.
    Measurement, meet strategy: Get the data out – to execs, sales, marketing Slide 20 -- October 14, 2009
  • 21.
    Measurement, meet strategy: Integrate data, insights into decision flow • Have you built your “measurement cycles” to match your company’s “decision cycles”? • Daily or hourly (crisis and issues management) • Weekly and monthly (progress, trends, course corrections) • Quarterly and annual (strategic decisions, direction changes) • What are your company’s “decision forums”? • Staff meetings, board meetings, key individuals, etc. • Are you there? Do they have the data? Are they using it? • What are your company’s “data consumption” habits? • Individuals and organizations learn, adapt, decide differently • Are you packaging your metrics to make them consumable? Slide 21 -- October 14, 2009
  • 22.
    Your transformation moment •One-way communication is dying. • Conversations and community are king. • Integration trumps independence. • Measurement is imperative. • You have the data. Use it to lead. Be a change agent.
  • 23.
    Thank You!!! Email: tmarklein@webershandwick.com Blog: www.allaboutadvocacy.com Twitter: twitter.com/tmarklein - 23 -