Guest post: Stefany Wilson on strategic planning (part 2 of 2)

Today’s post is the second from guest blogger Stefany Wilson (@stefanyw), director of communications for the Georgia Tech College of Computing (@gtcomputing on Twitter) and author of BOOM! the blog. Below, Stefany continues her discussion of the importance of strategic planning for communications. Before you dig in here, however, you may want to read part one of Stefany’s post.

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The Heart of the Plan

Numbers 4-7 of the contents suggested in my previous post form the centerpiece of your plan. This contains what you’re going to do, who you’re targeting, with what messages and by which means (and the cost). Your key messages should be arranged per audience and I like setting these up as a message matrix that includes the desired action from each group.

Audiences for an academic institution are numerous. It’s almost unfair how few resources we get to communicate with more kinds of people than anyone else even has to think about. Mine include: faculty, staff, current undergrad and grad students, campus VIPs, advisory board, government relations officers, prospective undergraduates, prospective graduates, parents, alumni, corporate partners, donors, board of regents, peer institutions, local, state and federal officials, funding agencies. Even among these you could segment until the cows come home (diversity goals, anyone?).

Since everyone finds themselves arguing over what a goal is versus an objective (strats and tactics, too), here’s a rule of thumb:

  1. Goal – long term, generally broad, not immediately measurable.
  2. Objective – something specific and measurable at the end of the year. Your evaluation methods will address these.
  3. Strategies – The means by which you will meet the objectives.
  4. Tactics – the tasks that implement the strategies.

It all sounds so easy, but it is really quite hard and takes some finesse to state these in a way you can evaluate later. In fact I’ve never had such a hard time getting specific with objectives as I’ve had in academia. Academics are people who like to think big and broad, but our job is to focus, and stay focused if we want to do better than just make noise. Here is a sample set of a goal, objectives, strategies and tactics from our plan:

GOAL

Assert greater influence on state and federal education initiatives, science & technology policy creation and decision-making (jargon-free: become a bigger player in government relations)

OBJECTIVE

Increase the number of congressional (and other) testimonials, requests for expertise and study appointments for sci-tech by raising the profile of Computing faculty among state and federal officials, elected reps, the Board of Regents, Georgia Research Alliance, and members of the Metro Chamber of Commerce.

STRATEGY

Initiate relationship with GT government relations team

  • TACTIC: Set up regular meet and greets with key faculty across the college who have expressed interest in participating in government relations activities
  • TACTIC: Share strategic plans and new developments as they arise
  • TACTIC: Share major news about funding agency awards with them when they happen

STRATEGY

Position computing faculty as an expert resource on relevant science and technology topics.

  • TACTIC: Identify policy experts and spokespeople for the college
  • TACTIC: Develop one page briefs to the team on ‘hot’ research areas and topics

Evaluation – Why You’re Worth It

This is where most people seem to go wrong if the number of invitations I’ve received to measurement conferences is any indicator. The first thing to remember is to measure outcomes, not output. The second thing to remember is that you have to have data. If it’s your first foray into something you might not have much, but you need to be tracking the things you do in an at-a-glance dashboard (or scorecard) format. Here is a pretty good model (PDF) of what I mean.

In my above example of a government relations communications goal, I could evaluate my success by counting the number of spokespeople I rounded up or the number of briefs I wrote, but none of it really matters if we didn’t receive any invitations to testify to Congress or consult on policy. What matters about your output is weighing if the amount of it was a worthwhile investment for the outcome, and that metric is strictly up to you and your organization and is best addressed in the objective.

But that’s a rather simple evaluation example. More sophisticated ones include drawing correlations in Excel between, say, your number of media hits for the year and increases in enrollment or research funding or rankings change (don’t be intimidated – it’s so easy to do). This is a good year over year metric and one we began to employ when we implemented a media relations program in pursuit of reputation improvement.

TruthyPR is a blog that discusses a lot of case studies about measuring non-profit communications initiatives. You should also use web analytics to evaluate your web strategies. There are tons of articles about doing this so I won’t go into it here, but my personal favorite is a blog called Occam’s Razor. Of course, the maven of PR measurement is KD Paine. She is a regular on the higher ed communications speaker circuit and writes a suggestion-packed blog, which I recommend adding to your RSS feed.

The End

If you’ve made it this far in the post, you must really be a planning dork (like me) or you’re hungry for information from a broader perspective of communications. Perhaps you’re starting out in a leadership role or just need a basic outline of how to do develop coherent plan in an often cacophonous environment. Whatever the case, I learned all of this the hard way and am happy to answer questions, share ideas and resources, or just commiserate. You can reach me at stefany at cc dot gatech dot edu.

Guest post: Stefany Wilson on strategic planning (part 1 of 2)

Today’s guest blogger, Stefany Wilson (@stefanyw), has written not one but two entries on strategic planning for communications, and I’m happy to lend her this spot twice. Stefany is the director of communications for the Georgia Tech College of Computing (@gtcomputing on Twitter) and authors BOOM! the blog, where she offers her “perspectives from the person who has to run the circus that is the higher ed communications office.” Stefany’s second post will run in this spot on Wednesday.

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Communications is a Big Word – Developing Your Strategic Plan

There sure are some smart people sharing useful information out here, but as a communications director I am not only concerned about best practices for email marketing or interpreting analytics for proper web content development (not to mention a strategy for Twitter), I am also worried about all of that and more, like whose outreach programs get cut in the next budget crunch and what will our back-to-school media plan look like. I have staff responsible for advising me on specifics and I have to decide what and how much to pull together at any given time depending on the shifting communications landscape. I know I can find all the answers, my constant worry is keeping it all together so I (sort of) stay sane, and so do my people.

Do I have a mentor to help guide me? Nope. Do I have a lengthy enough background in the field that I just know everything I have to do and when? No, and I never will. Do I have time to “think strategically” in the thick of spring semester? Definitely not.

You do the best you can, and you ALWAYS have a plan to which to refer. You create this plan in the summer when you have a wee bit more free time than during the year. You revisit the plan half way through (during the holidays) to see how on track you are and where you need to redouble your efforts, call something dead in the water, or congratulate everyone for completing.

You don’t need consultants for this stuff. It’s nice if you have the money to do that and they are often worth it, but you might as well know how to do it on your own. Here are the basic steps for planning, plus snapshots of my own office’s plan from last year.

Contents

This is an example of the basic structure of a strategic communications plan.

1. Executive Summary
2. Methodology
3. Situation Analysis (Communications Landscape)

1. External Environment
2. Internal Environment

4. Audiences
5. Key Messages
6. Communications Goals & Objectives
7. Strategies & Tactics (The Work Plan)

1. External Communications
2. Internal Communications

8. Evaluation Methods (The Measurement Dashboard)
9. Appendices

An executive summary comes first in a plan, but it’s the last thing you write. It covers the biggest opportunities and challenges of the landscape and the highlights of the plan. It’s also a chance for you to send a personalized message about the work of your department. I write my summary as if it were a letter in an attempt to engage whoever actually takes the time to read such a document.

A methodology section describes how you approached this whole business. You discuss the research you did and how you did it, optionally explaining both the advantages and limitations of your choices. You do not put lists of interviews or articles here – those go in the appendix.

Research – The Most Important Thing You Do

You must tie what you do back to something important to the organization, or else why even be there? Start with your school’s strategic plan – that tells you something about what takes precedence. If they don’t have a clear plan, talk to your boss about how to go about prioritizing objectives and audiences. Without these basic directives, you will flounder with what to do first.

Primary research is research you conduct yourself. How on earth is one little resource-constrained communications group going to deal with the sheer amount of work this could grow to be? Well, you can’t and you’re won’t. What you’re going to do is a few simple surveys (use SurveyMonkey), maybe a focus group or series of interviews with a few priority audience representatives set by you and your boss (or other high level decision maker who truly has effective communications at heart). Even just a few phone calls to get the gist of something are better than winging it.

My office divided and conquered this part between two people, completing 25 interviews, two focus groups and distributing four surveys (we were unable to distribute seven others due to time constraints). All this took about two months.

Secondary research will be your best friend. It’s research or information by other people from which you can draw conclusions. There is an abundance of it within your own institution (admissions, alumni association, student services, etc.). But don’t forget sources like the research publications of your area or the trade associations of your field. Both often contain data you can use to back up what you decide to do. Here’s a selection of our secondary sources:

1. The College of Computing Strategic Plan
2. Georgia Tech Strategic Plan
3. Georgia Tech Brand Image Study
4. Georgia Tech Federal Relations Strategic Initiative Report
5. Annual Computing Research Association Taulbee Survey
6. Be Careful What You Promise Regarding Your USNWR Ranking, Joe Brennan, Ph.D., APR, Associate VP for University Communications SUNY, PRSA 2008 Monograph Series
7. iCompute Campaign Executive Summary, Jill Ross, Director CRA Image of Computing Task Force
8. Competitiveness Index: Where America Stands, 2007 Report, Council on Competitiveness
9. Curb Appeal: Designing Websites for Prospective Students, Michael Stoner, President and Principal mStoner Inc., PRSA 2008 Monograph Series
10. Is the Thrill Gone?, Viewpoint, ACM 2005, Sanjeev Arora, Bernard Chazelle
11. Who Are We?, The Profession of IT, ACM year, Peter J. Denning
12. Student Perceptions of CS: A Retention Study Comparing Graduating Seniors vs. CS Leavers, Maureen Biggers, Diversity Lab Director, Georgia Tech College of Computing
13. Perceptions Of College Characteristics And College Images, Data From The Office Of Student Affairs

There is also plenty of Google research at your fingertips. There’s generational research on millennials going to school and their search habits, or their “helicopter” parents and the influence they wield. Philanthropy Quarterly might cover high worth donors and alumni and what inspires them to give, or not. There’s really just no excuse for not tying your efforts to real data when it’s this easy to find. The real time drain is in the analysis.

Situation Analysis – A Snapshot of the Landscape

No doubt you are inundated with information and don’t know where to start. You must piece it together into a coherent situation analysis, which includes what you’ve got going on inside your institution, what your external publics are thinking about you, and in many cases what’s going on in your field. For example, my area is computing, which has gone through a massive image crisis since the bubble burst and subsequent media feeding frenzy around outsourcing. I have to worry about that as much as about program image. You may be in a similar boat.

A situation analysis covers the state of your internal and external communications landscape in an informal SWOT format (Strengths, Weaknesses, Opportunities, and Threats). Every bit of it is based on your primary research findings and the added texture gleaned from your secondary research.

Coming on Wednesday: The heart of the plan