Ch04
Chapter 4
The Communication Planning
Process
Learning Objectives
• Identify and describe steps in the
communication planning process, including:
– Discovery
– Objectives
– Strategy
– Creative development
– Measurement
• Describe and use tools and resources within
each step of the planning process.
Planning
• Before embarking on a campaign, the communicator
needs to be able to answer several essential questions:
– What is driving the need for communication?
– What are the objectives of the effort?
– What does success look like; how will it be
measured?
– Who are the target audiences; why should they
care about the communication?
– How will the communication reach them?
Planning
• Planning processes developed by
communication firms and advertising agencies
tend to have five essential steps
– Discovery
– Objectives
– Strategy
– Creative Development
– Measurement
Planning
• The planning process developed by the
National Cancer Institute (NCI), contains four
steps:
– Planning and strategy development
– Developing and pretesting concepts, messages, and
materials
– Implementing the program
– Assessing effectiveness and making refinements
Discovery
• Focuses on conducting research to understand the
environment in which the communication effort will
be implemented
– Legislative context
– Media landscape
– Competitive environment,
– Economic factors
– Relevant upcoming events
– Cultural background
– Target audiences’ attitudes, actions, and preferences
Assessing the Challenge
• Description: considers what is needed to solve the
problem or leverage the opportunity to its fullest
potential
• Resources: for obtaining information about
businesses and business challenges
– Hoovers
– SEC filings
– Business publications
– Analyst reports
Assessing the Challenge
• The US HHS provides information about diseases
and health conditions, including prevalence and
incidence data for the US population at no cost online
– National Center for Health Statistics
– Healthfinder
– HRSA Community Health Status Indicators
– Morbidity and Mortality Weekly Report (MMWR)
– Child Health USA
Assessing the Challenge
• Information about treatments for various
diseases and health conditions can be found in
the following resources
– National Guidelines Clearinghouse
– The Merck Manuals Online Medical Library
– WebMD
Competitive Analysis
• Description: examines the marketplace position of the
product and the concept or behavior the
communicator is attempting to promote, including its
status relative to its competitors and how it fits in the
overall environment of its target audiences
Competitive Analysis
• Resources
– Hoovers
– Analyst reports
– PubMed
– PRSA Anvil Awards Database
– Physicians’ Desk Reference
– PhRMA New Medicines Database
– ClinicalTrials.gov
Media Analysis
• Description: examines the media environment
of the communicator’s product, concept, or
behavior relative to its competitors.
• Resources
– Factiva
– LexisNexis
– Google News
Legislative and Policy Analysis
• Description: examines existing laws and regulations
affecting the communicator’s product, concept, or
behavior, as well as bills and proposed regulation that
may have a future effect
Legislative and Policy Analysis
• Resources
– Trade associations
– THOMAS
– State Net
– Google News
– LexisNexis
– Policy-related media
– Foundations, policy organizations, and think tanks
– Institute of Medicine (IOM)
Target Audience Analysis
• Description: examines primary and secondary
audiences as well as secondary audiences
• Resources
– Physician Characteristics and Distribution in the U.S.
– PERQ/HCI Focus Journal Readership Studies
– US Census
– PubMed
– The National Health and Nutrition Examination Surveys
– GfK MRI
– Teenmark
Target Audience Analysis
• Resources
– Physician Characteristics and Distribution in the U.S.
– PERQ/HCI Focus Journal Readership Studies
– US Census
– PubMed
– The National Health and Nutrition Examination Surveys
– GfK MRI
– Teenmark
– Scarborough Research
Objectives
• As each program objective is determined, it
should be linked directly to a measurement
methodology
Strategy
• A well-stated communication strategy should fit
neatly into a single statement
• The four essential Ms of communication
– Develop a message that resonates with a defined target
audience.
– Determine the most credible and persuasive messenger.
– Drive the message through the most effective media or
channels.
– Deliver the message at the moment when the audience will
be most receptive to it.
Strategy
• The four essential Ps of communication
– Product is the product, concept, or behavior being
promoted in the communication program.
– Price is what the product, concept, or behavior will
cost the target audience
– Place refers to where the audience will purchase the
product, encounter the concept, or do the behavior
– Promotion considers many of the factors explored in
the four Ms of communication
Creative Development
• Message and Materials Testing
– Early formative phase
– Qualitative testing of messages and materials
– Quantitative test through a survey methodology
Measurement
• Intended to demonstrate the effectiveness of
the communication effort and suggest ways to
improve it moving forward
• Links back to the measurable objectives
developed in the second step of the planning
process
– Outcomes measures
– Process measures

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Ch04

  • 2. Chapter 4 The Communication Planning Process
  • 3. Learning Objectives • Identify and describe steps in the communication planning process, including: – Discovery – Objectives – Strategy – Creative development – Measurement • Describe and use tools and resources within each step of the planning process.
  • 4. Planning • Before embarking on a campaign, the communicator needs to be able to answer several essential questions: – What is driving the need for communication? – What are the objectives of the effort? – What does success look like; how will it be measured? – Who are the target audiences; why should they care about the communication? – How will the communication reach them?
  • 5. Planning • Planning processes developed by communication firms and advertising agencies tend to have five essential steps – Discovery – Objectives – Strategy – Creative Development – Measurement
  • 6. Planning • The planning process developed by the National Cancer Institute (NCI), contains four steps: – Planning and strategy development – Developing and pretesting concepts, messages, and materials – Implementing the program – Assessing effectiveness and making refinements
  • 7. Discovery • Focuses on conducting research to understand the environment in which the communication effort will be implemented – Legislative context – Media landscape – Competitive environment, – Economic factors – Relevant upcoming events – Cultural background – Target audiences’ attitudes, actions, and preferences
  • 8. Assessing the Challenge • Description: considers what is needed to solve the problem or leverage the opportunity to its fullest potential • Resources: for obtaining information about businesses and business challenges – Hoovers – SEC filings – Business publications – Analyst reports
  • 9. Assessing the Challenge • The US HHS provides information about diseases and health conditions, including prevalence and incidence data for the US population at no cost online – National Center for Health Statistics – Healthfinder – HRSA Community Health Status Indicators – Morbidity and Mortality Weekly Report (MMWR) – Child Health USA
  • 10. Assessing the Challenge • Information about treatments for various diseases and health conditions can be found in the following resources – National Guidelines Clearinghouse – The Merck Manuals Online Medical Library – WebMD
  • 11. Competitive Analysis • Description: examines the marketplace position of the product and the concept or behavior the communicator is attempting to promote, including its status relative to its competitors and how it fits in the overall environment of its target audiences
  • 12. Competitive Analysis • Resources – Hoovers – Analyst reports – PubMed – PRSA Anvil Awards Database – Physicians’ Desk Reference – PhRMA New Medicines Database – ClinicalTrials.gov
  • 13. Media Analysis • Description: examines the media environment of the communicator’s product, concept, or behavior relative to its competitors. • Resources – Factiva – LexisNexis – Google News
  • 14. Legislative and Policy Analysis • Description: examines existing laws and regulations affecting the communicator’s product, concept, or behavior, as well as bills and proposed regulation that may have a future effect
  • 15. Legislative and Policy Analysis • Resources – Trade associations – THOMAS – State Net – Google News – LexisNexis – Policy-related media – Foundations, policy organizations, and think tanks – Institute of Medicine (IOM)
  • 16. Target Audience Analysis • Description: examines primary and secondary audiences as well as secondary audiences • Resources – Physician Characteristics and Distribution in the U.S. – PERQ/HCI Focus Journal Readership Studies – US Census – PubMed – The National Health and Nutrition Examination Surveys – GfK MRI – Teenmark
  • 17. Target Audience Analysis • Resources – Physician Characteristics and Distribution in the U.S. – PERQ/HCI Focus Journal Readership Studies – US Census – PubMed – The National Health and Nutrition Examination Surveys – GfK MRI – Teenmark – Scarborough Research
  • 18. Objectives • As each program objective is determined, it should be linked directly to a measurement methodology
  • 19. Strategy • A well-stated communication strategy should fit neatly into a single statement • The four essential Ms of communication – Develop a message that resonates with a defined target audience. – Determine the most credible and persuasive messenger. – Drive the message through the most effective media or channels. – Deliver the message at the moment when the audience will be most receptive to it.
  • 20. Strategy • The four essential Ps of communication – Product is the product, concept, or behavior being promoted in the communication program. – Price is what the product, concept, or behavior will cost the target audience – Place refers to where the audience will purchase the product, encounter the concept, or do the behavior – Promotion considers many of the factors explored in the four Ms of communication
  • 21. Creative Development • Message and Materials Testing – Early formative phase – Qualitative testing of messages and materials – Quantitative test through a survey methodology
  • 22. Measurement • Intended to demonstrate the effectiveness of the communication effort and suggest ways to improve it moving forward • Links back to the measurable objectives developed in the second step of the planning process – Outcomes measures – Process measures