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Strategic Planning in Public Relations

This document discusses strategic planning in public relations. It begins by defining strategic planning and strategy. Strategic planning in PR developed from the advertising industry, where account planners were introduced to replace intuition with research-based insight. PR agencies then began appointing planners in the 1990s. The benefits of PR planning are that it presents well-researched campaign proposals and provides more creative strategies. The strategic planning process involves 5 stages: understanding the subject and audiences, defining objectives and desired responses, and developing a strategy that considers all research. Planning is a continuous cycle of research, strategy, execution, measurement and refinement. The document concludes with an assignment to create a PR creative brief for a new brand.
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0% found this document useful (0 votes)
76 views13 pages

Strategic Planning in Public Relations

This document discusses strategic planning in public relations. It begins by defining strategic planning and strategy. Strategic planning in PR developed from the advertising industry, where account planners were introduced to replace intuition with research-based insight. PR agencies then began appointing planners in the 1990s. The benefits of PR planning are that it presents well-researched campaign proposals and provides more creative strategies. The strategic planning process involves 5 stages: understanding the subject and audiences, defining objectives and desired responses, and developing a strategy that considers all research. Planning is a continuous cycle of research, strategy, execution, measurement and refinement. The document concludes with an assignment to create a PR creative brief for a new brand.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Introduction to PR

Strategic Planning of PR
What does strategic planning actually mean?

• From Oxford English Dictionary:


‘plan n. & v. formulated or organised method by
which a thing is to be done… way of proceeding…’
• What is a strategy?
‘strategy n. generalship, the art of war, (lit. or
fig.); management of an army or armies in a
campaign, art of so moving or disposing troops or
ships or aircraft as to impose upon the enemy the
place and time and conditions for fighting
preferred by oneself; instance of, or plan formed
according to this…’
• Strategy = the big picture  to win the ‘battle’
= objectives
• So, in other words, the objective is what we
want to achieve and the strategy is the plan
for how we will achieve it.
strategy

evaluation actions

objectives
The origins of strategic planning
in public relations
• Strategic planning in PR has developed out of the
advertising industry.
• As a form of communication, advertising has
been operating at a sophisticated level for more
than a century.
• It is the means by which many great brands – the
Coca-Colas, McDonalds, and Kit Kats of this world
– have convinced us to make room for them in
our lives, to spend our hard earned money on
them and to regard them as things we can’t do
without.
• But more than that,
they’ve entwined
themselves inextricably
into our culture 
popular image of Santa
Clause is an early 20th
Century advertising
image for the soft drink
brand.
• Throughout most of its history the advertising industry has
operated on the basis of guesswork and intuition at its
heart.
• By the 1960s when advertising had become a multi-million
dollar global industry, people began to think that maybe
there could be a way of improving upon this high-risk, hit-
or-miss approach and that’s when planning was born.
• The agencies appointed account planners who were
charged with replacing intuition with insight, gaining
understanding of consumers and how advertising could
connect with them.
• Now every agency has specialist planners working
alongside the creative department and the account
handlers, and the planning process has become
increasingly scientific with a whole range of sophisticated
research tools available.
• By the 1990s, PR agencies would start to follow
ad agencies in appointing planners.
• So far there are only a handful, mainly within the
larger agencies and most are actually drawn from
the advertising industry, although there are a few
who are ‘home grown’.
• They’re not yet at the stage of having separate
account handlers, creatives and planners within
PR agencies along the advertising line.
• The planningside is still the case that most PR
executives in agencies and within in-house PR
departments, are expected to be able to embrace
all elements of the job.
The benefits of PR planning
• It presents clearly thought through arguments for
a campaign proposal, backed by evidence.
• Planning provides more exciting and radical
strategies because each situation is examined
from all angles, investigated, and is thought
about.
• Planning also encourages people to view PR as a
more cerebral discipline, more than just sending
out a press release  can create opportunities
for PR to take a more fundamental role in the
decision making and running of organisations.
The Strategic Planning Process

• STAGE 1: UNDERSTANDING THE SUBJECT


• STAGE 2: UNDERSTANDING THE AUDIENCE
• STAGE 3: REQUIRED RESPONSES
• STAGE 4: PR OBJECTIVES
• STAGE 5: DEFINING THE STRATEGY
STAGE 1: SUBJECT STAGE 2: AUDIENCES
Understanding the subject Get to grips with the target
(eg company, product, service) audience(s)
• Position in marketplace • Who are they and how many
• Planned developments of them are there?
• Competitor activity • Their lifestyle, attitudes etc
• Issues (eg environmental, • Their views on the subject
community, political etc) How do we reach them?
Set overall quantified objective • Media and other means
Identify key PR issues Identify key insights

STAGE 5: STRATEGY STAGE 4: OBJECTIVES STAGE 3: RESPONSES


The plan of how to Define the PR The responses we
achieve the objectives want to
PR objectives • Must contribute to generate in the
• Takes account of overall objective audience(s)
everything (as defined in Stage 1) • What we want
learned • Must be measurable them to
• Add creativity and and realistic know, think, feel and
imagination do
The Planning Cycle:
While the focus of strategic planning is on producing the strategy, planning is a
continuous cycle of collecting, analysing and refining.

Research/
analysis PR
objectives

Measurement
& Evaluation
Strategy

Campaign
Execution Creative
Group assignment
• Make a PR creative brief of a brand launching
of a product/service (see p.34-35 for
example).
• Write one page of introduction for your
strategic planning before putting it into your
PR creative brief.

Common questions

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Strategic planning in public relations marks a shift from a historical reliance on intuition to a more evidence-based approach. Initially, much like advertising, PR relied on a hit-or-miss methodology rooted in guesswork. However, as advertising matured into a global force by the 1960s, the need for improved planning became apparent, leading to the development of strategic planning processes. These involve structured insights into consumer behavior, resulting in strategies backed by sophisticated research tools and evidence. This approach has gradually been adopted by PR agencies, who began appointing strategic planners in the 1990s, drawing practitioners either from advertising backgrounds or cultivating them internally .

PR planning has incorporated elements from advertising, such as appointing strategic planners and adopting a more scientific approach to understanding consumer insights. This hybridization allows PR campaigns to benefit from sophisticated research tools and structured planning processes, which provides clarity and evidence to campaign proposals. The integration of strategic insights from advertising enhances the creative output and leads to more exciting, radical strategies by thoroughly evaluating each situation. As a result, PR can play a more fundamental role in organizational decision-making and gain a reputation as a cerebral discipline .

The incorporation of planning processes from advertising has brought a scientific approach to PR by introducing data-driven insights and structured strategic frameworks. This transition mirrors the advertising industry's move towards evidence-based strategies that replaced earlier reliance on intuition and guesswork. By adopting these methods, PR practices have become more systematic, utilizing sophisticated research tools to analyze consumer behavior comprehensively. This infusion of scientific rigor has enabled PR to develop more deliberate and insightful campaigns that better align with organizational objectives and audience needs .

Strategic planning processes drive the evolution of PR beyond traditional practices by promoting a comprehensive and analytical approach to campaign development. By systematically identifying and addressing key issues such as audience engagement and objective setting, strategic planning challenges PR professionals to think critically and strategically. The reliance on research and insights moves PR from a reactive to a proactive stance, enabling anticipation of audience needs and environmental challenges. This shift in approach aligns PR more closely with organizational goals, establishing it as a vital, strategic component in business operations rather than merely a tactical, reactionary force .

Understanding the audience is a critical component in PR strategic planning as it aids in tailoring strategies to effectively engage and influence target groups. This stage involves analyzing audience demographics, lifestyles, attitudes, and media consumption habits. Accurate audience insights inform the development of targeted responses, ensuring that PR messages resonate and achieve the desired impact. The understanding gathered here directly influences the objectives set and strategies formulated, as all subsequent stages depend on aligning with audience expectations and behaviors. Effective audience analysis thus ensures that PR objectives are realistic and achievable .

Strategic planning has been fundamental in bridging the gap between understanding a company's position and effectively implementing PR objectives. It requires a comprehensive understanding of the subject, including its market position, planned developments, and competitor activities. This stage is crucial as it helps set clear, quantifiable objectives that are further refined based on audience insights. By thoroughly examining situations from all angles, this process instills a more cerebral approach to PR, allowing objectives to be both measurable and realistic, contributing to more effective and evidence-based PR campaigns .

PR agencies face several challenges when integrating strategic planners, including the need for cultural adaptation, skill acquisition, and alignment with existing operations. Planners often come from advertising, requiring them to adjust to the unique dynamics and goals of PR. Overcoming these hurdles involves fostering a culture that values strategic insight alongside creative execution, investing in training to expand planners' understanding of PR-specific contexts, and restructuring operational processes to incorporate planning effectively. Agencies might also need to clarify roles and expectations to ensure seamless collaboration between creatives and strategists, ensuring strategic planners can contribute meaningally to the entire PR process .

The introduction of PR planning fosters more radical and innovative strategies by ensuring that each campaign is thoroughly analyzed from multiple perspectives before implementation. This process uncovers unique insights into market dynamics and consumer behavior, which serve as a foundation for creativity. The systematic examination of each situation allows planners to invent unconventional approaches that can differentiate a brand in competitive environments. Additionally, using data-driven insights to back strategies provides the confidence to pursue bolder, less conventional tactics, ultimately pushing the boundaries of traditional PR strategies and enabling differentiation in the media landscape .

Strategic planning in PR transforms traditional perceptions by emphasizing informed decision-making backed by research and insights, as opposed to relying solely on intuition. This intellectual shift positions PR as a more cerebral and integral part of an organization's structure, enhancing its credibility and significance. By moving beyond the baseline activity of merely disseminating press releases, PR can now partake in fundamental decision-making processes, thus elevating its role within organizations. As PR planning focuses on meticulously thought-out strategies, it allows organizations to engage more deeply with their publics at a strategic level .

The strategic planning process in public relations consists of several key stages: understanding the subject, understanding the audience, determining the required responses, defining PR objectives, and outlining the strategy. These stages collectively ensure a clear trajectory from gaining insights about the market and audience to precise formulation and execution of PR objectives. Understanding the subject and audience provides foundational knowledge, while identifying required responses and defining objectives ensures campaigns are aligned with the overarching goals. The strategy then captures creativity, ensuring all aspects are accounted for, resulting in cohesive and effective PR campaigns .

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