JWT Grad training

Planning for Effectiveness
What is effective advertising

Award winning
advertising

Stuff, which is
generating buzz

Creative
advertising

Stuff, I want to
share
What is effective advertising

Advertising which delivers
the desired results (for
your client)*

* Preferably £££
Campaign net profit
How do you do it

Set
objectives
(KPIs)
With the
client, acc to
the business
brief

Measure it

Report back

Using the
right tools

Basking in
glory
..hopefully
Why is it important
Why is it important

Because without it
• You don’t know what you’re doing
• The clients don’t know what they are doing
• You will veer off and use energies elsewhere
• And you don’t know when you might have arrived
Unfortunately, the research shows that campaigns with single
objectives are dramatically less effective than ones with
multiple objectives.
This suggests marketers should adopt a balanced scorecard
approach, identifying multiple Key Performance Indicators
(KPIs) that span the influence of the campaign – from softer,
intermediate measures, through to harder business
measures. This ensures that we focus on the overall
contribution that a successful campaign makes, not just on
direct attribution to units sold. Here’s an example of a typical
marketing balanced scorecard:
Setting objectives
Objectives, strategies and tactics

• End
destination
• ‘to…’

Objective

Strategy
• The route to
get there
• ‘by…’

• Specific
actions for the
strategy
• ‘how will we…’

Tactics
Which objectives
What are objectives

HARD MEASURES

Increase sales
Increase revenue

Reduce costs

SOFT MEASURES
Awareness
Fame
Consideration
Popularity
Engagement
Trust

Perceptions
Increase margin/price
Increase productivity

Imagery
Recommendation
Satisfaction
Etc.
Setting KPIs

Key Performance Indicators
• Choose the main 5 indicators, which encapsulates your
objectives
Drive
engagement
• Time spent on
website
• Depth of visit

Increase
purchase intent
• Increase ‘top
2 box’
purchase
intent

• Metrics are things you measure, but not a direct indicator
of success
NB

Careful to distinguish between an objective and an outcome

Objective: what we are trying to do/achieve

Outcome: are the changes, benefits, learning or other effects
that happen as a result of your work. They can be wanted or
unwanted, expected or unexpected.
measuring
Where shouldyou look for data

Static

Short term Campaign

Medium/ Long term
- Brand

Brand Pyramids –
Millward Brown

All media – spent vs
achieved

Brand Health, brand
tracking over time

Value/ volume sales –
over time

Comparative – SOVs,
SOEs

Market shares – over time

Quality of media

Long term effects –
health, sales, premiums,
gaining new customers,
frequency, new usage...

Brand health – various

Tracking – vs GRPs/
activity period

Business results –
volume, value, margins

Key Success Measures –
consideration,
awareness, salience, trial,
call to action, attitude
shift, immediate
reactions...

Profits MINUS costs of
campaign – better or
worse than before?

Category status – over
time, by market

Value of brand, sustained
market shares, markets,
importance in annual
reports...
Digital: optimisation

Digital allows continuous refinement and optimisation

Activity

Refinement

Measurement
Setting Benchmarks: historical data
Setting benchmarks: industry standards
Input and output measures
WHAT IS THE AIM OF THIS CAMPAIGN?
WHAT IS THE AIM OF THIS CAMPAIGN?
WHAT IS THE AIM OF THIS CAMPAIGN?
HOW DO THESE COMMS MAKE MONEY FOR
THE CLIENT?
HOW DOES YOUR CLIENT MAKE MONEY?

Profit
=
Revenue Expenses
-
HOW CAN WE MODEL COMMUNICATIONS?
A tool to help you plan communications effects
Part of the Worldmade set of planning tools
Business
Effects

Behavioural
Effects

Attitudinal
Effects

Communication
Effects

Effects Roadmap

Communications

Enter text here

Enter text here

Enter text here

Enter text here

Enter text here

Profit

Measured by:

• enter text here

• enter text here

• enter text here

• enter text here

• enter text here

• enter text here
Client:

Campaign:

Brand
:
Date:

Contact:
Job no:

Business
Effects

Behavioural
Effects

Attitudinal
Effects

Communication
Effects

Effects Roadmap

Communications

Enter text here

Enter text here

Enter text here

Enter text here

Enter text here

Profit

Measured by:

• enter text here

• enter text here

• enter text here

• enter text here

• enter text here

• enter text here
Client:

Nestle

Campaign: Cranes

Brand
:
Date:

Kit Kat

Contact:

2011

Job no:

Business
Effects

Behavioural
Effects

Attitudinal
Effects

Communication
Effects

Effects Roadmap

Communications

Create saliency

Increase brand appeal

Measured by:

• enter text here

• enter text here

Look for Kit Kat in
impulse purchases

• enter text here

Increase frequency of
purchase

• enter text here

Increase sales

Profit

• enter text here

• enter text here
Client:

Nestle

Campaign: Cranes

Brand
:
Date:

Kit Kat

Contact:

2011

Job no:

Business
Effects

Behavioural
Effects

Attitudinal
Effects

Communication
Effects

Effects Roadmap

Communications

Create saliency

Measured by:

• Communications tracking
• shares, views , time spent

Increase brand appeal

Excite the trade

• Brand measures
• Likes, shares, etc.

Look for Kit Kat in
impulse purchases

Increase quality
distribution

• Distribution measures
• Sales team feedback

Increase frequency of
purchase

Increase sales

Profit

•

Rate of sale

•

Share of market - volume

• enter text here
Client:

HSBC

Campaign: SecureKey

Brand
:
Date:

HSBC

Contact:

2011

Job no:

Business
Effects

Behavioural
Effects

Attitudinal
Effects

Communication
Effects

Effects Roadmap
Communications

Measured by:

Increase awareness of
Secure Key

• Brand tracking

Perception of HSBC
proactively keeping you safe

• Brand tracking

Reassure of security of
online banking

Increase acceptance
of Secure Key

Increase use of Online
banking
Reduce cost of
providing services

Increase cross-sale of
products
Profit

• Image tracking
• Social media tracking
• Calls to SecureKey hotline
• Penetration of online banking
• Frequency of use
• Reduced use of IVR, ATM, Branch
• Sales conversion of online banking
SOME EXAMPLE STEPS
Communication
Effects

Engage with content

Create awareness

Create saliency

Increase brand appeal

Increase momentum

Excite the trade

Brand affinity

Customer satisfaction

Drive trial

Recommend to others

Share with others

Buy more often

Blog about

Increase distribution

Increase frequency
Business
Effects

More differentiated

New usage occasions
Behavioural
Effects

Be seen as XXXXX
Increase consideration

Attitudinal
Effects

Visit showroom

Increase productivity

Reduce costs

Increase margin/price

Increase sales

Increase revenue
START EARLY
Campaign planning
Discovery or Collision stages
WORK BACKWARDS
Start from the bottom and work back through the model:
How will the comms create profit?
What behaviour do we need?
What attitudinal change do we need?
What comms engagement do we need?
SET OBJECTIVES THAT WILL STRETCH THE BRAND
IPA research shows brands that set tangible and stretching
business and marketing objectives are more effective
THINK ABOUT NON-OBVIOUS EFFECTS
Distribution
Price premium
Usage occasion
Non discounting
Staff costs
Credit rating
Market capitalisation
THINK ABOUT SECONDARY AUDIENCES
Trade
Staff
Investors
Potential employees
Suppliers
Government
GROUP EXERCISE
In groups of five
Choose one of the campaigns on the wall
Take five minutes
Develop a comms model
ANY EXCEPTIONS?
NOT PROFIT BUT IS FINANCIAL
Charities and governments may not need a profit.
But there will be a financial effect of the comms.
If we can prevent a handful of drink driving incidents,
what is the financial impact?
WHY IS AN EFFECTS MODEL IMPORTANT?
1. HELP DEVELOP GREAT CREATIVE
Sets a solid base for campaign development
Helps prevent client briefs from changing
Provides confidence for clients to be brave
2. ENSURES COMMS ARE EVALUATED PROPERLY
Sets the expectations about how our work should work
Stops our ideas being judged against the wrong measures
Ensures we set the agenda (not media agencies or others)
3. HELPS CLIENTS TO CONVINCE STAKEHOLDERS
Many of our ideas are crippled by stakeholders .
Often non-marketing people not understanding,
the role or value of the comms.
A comms model can empower our clients.
4. PUTS A VALUE TO WHAT WE DO
What are we worth?
What are our ideas worth?
Are they worth the time we put in
or the effect they can have?
JWT Planning Academy

Effects
Handouts
Client:

Campaign:

Brand
:
Date:

Contact:
Job no:

Communications

Measured by:

•
•

Attitudinal
Effects

Communication
Effects

Effects Roadmap

•
•

Behavioural
Effects

•
•

Business
Effects

•
•
•
•

Profit
Some example steps
Communication
Effects

Engage with content

Create awareness

Create saliency

Increase brand appeal

Increase momentum

Excite the trade

Brand affinity

Customer satisfaction

Drive trial

Recommend to others

Share with others

Buy more often

Blog about

Increase distribution

Increase frequency
Business
Effects

More differentiated

New usage occasions
Behavioural
Effects

Be seen as XXXXX
Increase consideration

Attitudinal
Effects

Visit showroom

Increase productivity

Reduce costs

Increase margin/price

Increase sales

Increase revenue

Planning for effectiveness

  • 1.
    JWT Grad training Planningfor Effectiveness
  • 2.
    What is effectiveadvertising Award winning advertising Stuff, which is generating buzz Creative advertising Stuff, I want to share
  • 3.
    What is effectiveadvertising Advertising which delivers the desired results (for your client)* * Preferably £££
  • 4.
  • 5.
    How do youdo it Set objectives (KPIs) With the client, acc to the business brief Measure it Report back Using the right tools Basking in glory ..hopefully
  • 6.
    Why is itimportant
  • 7.
    Why is itimportant Because without it • You don’t know what you’re doing • The clients don’t know what they are doing • You will veer off and use energies elsewhere • And you don’t know when you might have arrived
  • 8.
    Unfortunately, the researchshows that campaigns with single objectives are dramatically less effective than ones with multiple objectives. This suggests marketers should adopt a balanced scorecard approach, identifying multiple Key Performance Indicators (KPIs) that span the influence of the campaign – from softer, intermediate measures, through to harder business measures. This ensures that we focus on the overall contribution that a successful campaign makes, not just on direct attribution to units sold. Here’s an example of a typical marketing balanced scorecard:
  • 9.
  • 10.
    Objectives, strategies andtactics • End destination • ‘to…’ Objective Strategy • The route to get there • ‘by…’ • Specific actions for the strategy • ‘how will we…’ Tactics
  • 11.
  • 12.
    What are objectives HARDMEASURES Increase sales Increase revenue Reduce costs SOFT MEASURES Awareness Fame Consideration Popularity Engagement Trust Perceptions Increase margin/price Increase productivity Imagery Recommendation Satisfaction Etc.
  • 13.
    Setting KPIs Key PerformanceIndicators • Choose the main 5 indicators, which encapsulates your objectives Drive engagement • Time spent on website • Depth of visit Increase purchase intent • Increase ‘top 2 box’ purchase intent • Metrics are things you measure, but not a direct indicator of success
  • 14.
    NB Careful to distinguishbetween an objective and an outcome Objective: what we are trying to do/achieve Outcome: are the changes, benefits, learning or other effects that happen as a result of your work. They can be wanted or unwanted, expected or unexpected.
  • 15.
  • 16.
    Where shouldyou lookfor data Static Short term Campaign Medium/ Long term - Brand Brand Pyramids – Millward Brown All media – spent vs achieved Brand Health, brand tracking over time Value/ volume sales – over time Comparative – SOVs, SOEs Market shares – over time Quality of media Long term effects – health, sales, premiums, gaining new customers, frequency, new usage... Brand health – various Tracking – vs GRPs/ activity period Business results – volume, value, margins Key Success Measures – consideration, awareness, salience, trial, call to action, attitude shift, immediate reactions... Profits MINUS costs of campaign – better or worse than before? Category status – over time, by market Value of brand, sustained market shares, markets, importance in annual reports...
  • 17.
    Digital: optimisation Digital allowscontinuous refinement and optimisation Activity Refinement Measurement
  • 18.
  • 19.
  • 20.
  • 21.
    WHAT IS THEAIM OF THIS CAMPAIGN?
  • 22.
    WHAT IS THEAIM OF THIS CAMPAIGN?
  • 23.
    WHAT IS THEAIM OF THIS CAMPAIGN?
  • 24.
    HOW DO THESECOMMS MAKE MONEY FOR THE CLIENT?
  • 25.
    HOW DOES YOURCLIENT MAKE MONEY? Profit = Revenue Expenses -
  • 26.
    HOW CAN WEMODEL COMMUNICATIONS? A tool to help you plan communications effects Part of the Worldmade set of planning tools
  • 27.
    Business Effects Behavioural Effects Attitudinal Effects Communication Effects Effects Roadmap Communications Enter texthere Enter text here Enter text here Enter text here Enter text here Profit Measured by: • enter text here • enter text here • enter text here • enter text here • enter text here • enter text here
  • 28.
    Client: Campaign: Brand : Date: Contact: Job no: Business Effects Behavioural Effects Attitudinal Effects Communication Effects Effects Roadmap Communications Entertext here Enter text here Enter text here Enter text here Enter text here Profit Measured by: • enter text here • enter text here • enter text here • enter text here • enter text here • enter text here
  • 29.
    Client: Nestle Campaign: Cranes Brand : Date: Kit Kat Contact: 2011 Jobno: Business Effects Behavioural Effects Attitudinal Effects Communication Effects Effects Roadmap Communications Create saliency Increase brand appeal Measured by: • enter text here • enter text here Look for Kit Kat in impulse purchases • enter text here Increase frequency of purchase • enter text here Increase sales Profit • enter text here • enter text here
  • 30.
    Client: Nestle Campaign: Cranes Brand : Date: Kit Kat Contact: 2011 Jobno: Business Effects Behavioural Effects Attitudinal Effects Communication Effects Effects Roadmap Communications Create saliency Measured by: • Communications tracking • shares, views , time spent Increase brand appeal Excite the trade • Brand measures • Likes, shares, etc. Look for Kit Kat in impulse purchases Increase quality distribution • Distribution measures • Sales team feedback Increase frequency of purchase Increase sales Profit • Rate of sale • Share of market - volume • enter text here
  • 31.
    Client: HSBC Campaign: SecureKey Brand : Date: HSBC Contact: 2011 Job no: Business Effects Behavioural Effects Attitudinal Effects Communication Effects EffectsRoadmap Communications Measured by: Increase awareness of Secure Key • Brand tracking Perception of HSBC proactively keeping you safe • Brand tracking Reassure of security of online banking Increase acceptance of Secure Key Increase use of Online banking Reduce cost of providing services Increase cross-sale of products Profit • Image tracking • Social media tracking • Calls to SecureKey hotline • Penetration of online banking • Frequency of use • Reduced use of IVR, ATM, Branch • Sales conversion of online banking
  • 32.
    SOME EXAMPLE STEPS Communication Effects Engagewith content Create awareness Create saliency Increase brand appeal Increase momentum Excite the trade Brand affinity Customer satisfaction Drive trial Recommend to others Share with others Buy more often Blog about Increase distribution Increase frequency Business Effects More differentiated New usage occasions Behavioural Effects Be seen as XXXXX Increase consideration Attitudinal Effects Visit showroom Increase productivity Reduce costs Increase margin/price Increase sales Increase revenue
  • 33.
  • 34.
    WORK BACKWARDS Start fromthe bottom and work back through the model: How will the comms create profit? What behaviour do we need? What attitudinal change do we need? What comms engagement do we need?
  • 35.
    SET OBJECTIVES THATWILL STRETCH THE BRAND IPA research shows brands that set tangible and stretching business and marketing objectives are more effective
  • 36.
    THINK ABOUT NON-OBVIOUSEFFECTS Distribution Price premium Usage occasion Non discounting Staff costs Credit rating Market capitalisation
  • 37.
    THINK ABOUT SECONDARYAUDIENCES Trade Staff Investors Potential employees Suppliers Government
  • 38.
    GROUP EXERCISE In groupsof five Choose one of the campaigns on the wall Take five minutes Develop a comms model
  • 39.
  • 40.
    NOT PROFIT BUTIS FINANCIAL Charities and governments may not need a profit. But there will be a financial effect of the comms. If we can prevent a handful of drink driving incidents, what is the financial impact?
  • 41.
    WHY IS ANEFFECTS MODEL IMPORTANT?
  • 42.
    1. HELP DEVELOPGREAT CREATIVE Sets a solid base for campaign development Helps prevent client briefs from changing Provides confidence for clients to be brave
  • 43.
    2. ENSURES COMMSARE EVALUATED PROPERLY Sets the expectations about how our work should work Stops our ideas being judged against the wrong measures Ensures we set the agenda (not media agencies or others)
  • 44.
    3. HELPS CLIENTSTO CONVINCE STAKEHOLDERS Many of our ideas are crippled by stakeholders . Often non-marketing people not understanding, the role or value of the comms. A comms model can empower our clients.
  • 45.
    4. PUTS AVALUE TO WHAT WE DO What are we worth? What are our ideas worth? Are they worth the time we put in or the effect they can have?
  • 46.
  • 47.
  • 48.
  • 49.
    Some example steps Communication Effects Engagewith content Create awareness Create saliency Increase brand appeal Increase momentum Excite the trade Brand affinity Customer satisfaction Drive trial Recommend to others Share with others Buy more often Blog about Increase distribution Increase frequency Business Effects More differentiated New usage occasions Behavioural Effects Be seen as XXXXX Increase consideration Attitudinal Effects Visit showroom Increase productivity Reduce costs Increase margin/price Increase sales Increase revenue

Editor's Notes

  • #2 http://www.flickr.com/photos/33974044@N00/197028100/sizes/z/in/photostream/
  • #11 An objective is the end destination. The strategy is the route to get there. Tactics are the specific actions for each strategy. An easy way to help distinguish is to write an objective with the word ‘To...’ in front and a strategy with the word ‘By...’ in front.
  • #12 Sometimes, the client brief will have very clear objectives. Many times they wont. You should always include objectives in your creative brief.It is common to focus on a single campaign objective. But this is not always the best waySometimes this will be a 'hard' business or behavioural objective (such as sales growth or customer loyalty)Often it will be a 'soft' intermediate consumer objective (such as brand awareness or image).
  • #13 Hard measures are often referred to as lag measures as they are results derived from the soft intermediate measure. They can either be direct behaviourial measures (eg response rate, trial , penetrations) or a result of behaviour (sales and share)Soft objectives, sometimes called lead objectives (as these are the immediate targered objectives of a campaign, include brandaawareness, image or cut through. The are describe as intermediate as they are believed to be the precursor to action
  • #14 Don’t be tempted to have a very long list of kpis.
  • #20 You could look at the IABAsk the research company (they will collect comp data)Ask your colleagues
  • #47 http://www.flickr.com/photos/33974044@N00/197028100/sizes/z/in/photostream/