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A Manager's Guide to PR
Projects
A Practical Approach
LEA'S COMMUNICATION SERIES
Jennings Bryant/Dolf Zillmann, General Editors
Austin / Pinkleton • Strategic Public Relations Management: Planning and Managing Effective
Communication Programs
Dozier / Grunig / Grunig • Manager's Guide to Excellence in Public Relations and Communication
Management
For a complete list of titles in LEA's Communication Series, please contact Lawrence Erlbaum
Associates, Publishers at www.erlbaum.com
A Manager's Guide to PR
Projects
A Practical Approach
Patricia J. Parsons
Mount Saint Vincent University
The plan, 22
Defining publics, 22
Constructing objectives, 24
Relationship objectives, 26
Considering processes, 27
Keying objectives to publics, 27
Developing messages, 28
Choosing public relations vehicles, 28
Rationales for channels and strategies, 29
Using the worksheets, 30
CD Identification & Categorization of Publics
CD Checklist for Outcome Objectives
CD Public Relations Planning Worksheet
v.
Contents
Chapter 4 Managing Implementation, 31
Revisiting management definitions, 32
The historical context, 33
Management and leadership, 33
Budgets as management tools, 34
Deadlines and time management, 36
Controlling quality along the way, 38
People: Working with and through, 40
Using the worksheets, 41
Budgeting Worksheet
Time Management
Quality Control Checklist
Chapter 5 Evaluation, 43
A practical definition, 44
Why evaluate?, 44
What we evaluate, 45
Evaluating relationships, 48
The "benchmark," 49
Using the worksheets, 50
D Media Monitoring Tracking Sheet
Resources, 51
VI.
Preface
A Manager s Guide to PR Projects was conceived, gestated, and produced
out of sheer frustration. Perhaps a more academic approach to this explana-
tion would be to say that one university professor experienced considerable
difficulty in acquiring appropriate materials to support a pedagogical ap-
proach involving student participation and hands-on experience. So she
wrote the book herself. But I prefer a less cluttered way of writing and speak-
ing.
For about six years I taught, among other things, a one-semester foundation
course in public relations as a professional discipline for our first-year public
relations majors, and its follow-up course, that focused primarily on an
introduction to the strategic process of public relations planning. Although
there is a wide variety of choice in the area of introductory textbooks, and
each of them has a chapter or three on strategy, there is far less choice in the
search for materials to accompany a first course on communication and
public relations planning. There are some excellent communication planning
textbooks that provide background and theory, and I use these, but I observed
that my students were missing something.
Several years and several hundred student/client public relations plans later, I
also found myself in the position of teaching our senior-level course in public
relations management. A 4000-level course, it still lacked material of a
practical nature for student reading and application. Of course we used
James Grunig's "Excellence Study" as well as a variety of case study books
over the years, but there was still something missing. Consequently, I set
about developing the materials that would be useful for the students. A
Manager s Guide to PR Projects was the result.
This workbook had its first outing in the fall of 1999 in a prepublication
form. I used it for two sections of the 4000-level course, all the while know-
ing that it was really a more rudimentary book. The student feedback was
astoundingly positive and it appeared that they did, indeed, understand the
practicalities of the planning process better than their predecessors, and their
client work showed it. In addition, I sought feedback from several colleagues
and produced the workbook in its final format, which a colleague and I used
for several years with good results in terms of the students' ability to take the
theory about decision-making and planning and to apply that to real client
situations. When the time came for a revised edition, I approached Erlbaum
and this book is the result. A departure for any publisher who currently
provides materials for public relations education at the postsecondary level,
this venture, I believe, shows considerable foresight on the part of this pub-
lisher. No one had ever produced a workbook of this kind for public rela-
tions. But, in my view, workbooks like this can be truly useful tools for
students and practitioners alike.
vii.
Preface
A Manager s Guide to PR Projects: A Practical Approach picks up
where classic public relations textbooks leave off. It provides hands-on
guidance in planning the preliminary research for a public relations
project and creating a plan to achieve specific goals, guiding the reader
through managing the project's implementation. It contains valuable
worksheets that can be used for a visual representation of the planning
process for both student edification and presentation to clients.
This is an easy book to read, however, its usefulness to both the student
as well as the practitioner is in its focus on guiding the reader during the
planning process. This book is a tool: a practical approach.
One caveat: Because this book does provide templates of various kinds,
it is easy for the reader to begin to believe that this is the only approach:
that the templates are to be followed religiously. This is not the case. Be
aware that there are many ways to approach the planning process. This
is my recommendation for the beginning practitioner. As experience and
judgment develop, individualized, creative approaches to specific client
issues will become apparent to the practitioner. Use this workbook as a
starting point from which to develop a proactive planning philosophy for
public relations and corporate communications.
Please let me know how you have been able to use this book. You can
contact me via e-mail at patricia.parsons@msvu.ca.
viii.
Before We
Begin
Chapter 1
Before We Begin
Vocabulary
public relations
public relations process
systems
subsystem
subsystem
input
throughput
throughput
output
output
management
management
1
Before We
Begin Public relations has been defined in many ways by many writers and
public relations practitioners over the years. How^ow define public
relations depends on a number of factors including the following:
Defining
public • your type of educational background in thefield(e.g.
journalism, English, marketing, public relations);
relations
• your level of education in PR or related fields (e.g. certifi-
cate, bachelor's degree, master's degree);
2
Before We
This book is designed as a user-friendly guide to take you through the 4-step Begin
public relations planning process from any one of a number of vantage
points. You may be a manager, a public relations student, a PR practitioner
who needs a review, or someone outside the field who has an interest in
public relations planning. Each of you will find something useful and practi- Using this
cal in the pages that follow. It is not intended as a crutch, but rather as a book
learning tool for use both in class and beyond. Its approaches are based on
real experiences in the management of communications projects designed to
meet organizational goals through achieving public relations objectives.
The templates at the end of each chapter are designed to be copied for your
personal use as worksheets, and some are even useful as documents that
might be shared with a client or employer as appendiceal material in a final
written plan.
This workbook presupposes that you are reading, or have read, a variety of
supplementary materials that explain in greater detail some of the terms used.
There is a vocabulary list at the beginning of each section. These are terms
that are used in the text that follows, but that beg fuller explanation toward
which the resource list for each chapter will lead you.
Management as a term is a bit like the term "public relations": there are as Defining
many definitions as there are managers. Most definitions again, however,
have some commonalities. The following are some of those common factors: management
Management is a process of getting things done effi-
ciently and effectively.
It's worth noting that these sound a lot like the activities we have already
identified as part of the 4-step public relations process - and they are. Thus,
for our purposes, the public relations process itself is our fundamental man-
agement tool.
Whereas small organizations may have only one main manager, larger organi-
zations - whether for-profit, not-for-profit, or government ventures - tend to
have a number of managers. A public relations manager may have a depart-
3
Before We
Begin ment of one to manage, or a department of many. Every project, how-
ever, whether carried out by one person or many, must be planned and
managed for it to achieve its goals.
As you become more experienced, you begin to realize that you have
internalized this process, and simple projects often no longer require a
formal, written plan. Sometimes, however, seemingly simple challenges
can stump you and you can revert to this useful exercise. More complex
strategies always require a written plan using the 4-step process, modi-
fied and adapted to the situation at a particular point in the organization's
history. This workbook is designed for use in strategic communication
planning to achieve public relations objectives.
Public Systems theory provides a useful paradigm for examining the relation-
ships between an organization and its publics, and for understanding and
relations applying public relations process.
process: A If we consider the notion that an organization exists within an environ-
few details ment that exerts economic, social, and political pressures on it, we can
see that the publics with which that organization interacts are also part of
4
Before We
Begin
that environment. As such, these publics (whose boundaries the organization
defines) are both subject to these same pressures and capable of being part of
the pressures exerted on the organization.
Figure 1.1 illustrates the organization as part of a larger system. Both the
organization and its publics are interacting units of the system. Also, note
that the arrows from the organization are two-headed, indicating that interac-
tion (communication), in the ideal model, is two-way. This entire workbook
assumes that excellent public relations is based on a two-way communication
model.
When an organization feels pressures from outside its boundaries (and some-
time from inside those same boundaries) it can choose either to maintain the
status quo or to adapt to the pressures. Maintaining the status quo usually
results in an organization that is unable to progress and flourish. Adaptation,
on the other hand, allows the organization to identify and solve its problems
and to capitalize on opportunities (see chapter 2 for more specific definitions
of these terms).
If we take a closer look at the focal organization, we can see another system.
This system comprises the interacting units that make up the organization
5
Before We
Begin itself. The public relations function is one of those units, and it is within
this subsystem that the public relations process is carried out. In systems
terms, within the public relations function itself, input consists of pres-
sures, data, communication from internal or external publics, activities
of publics that bring pressure to bear on the organization, and so on.
Throughput is the public relations process itself (carrying out research,
planning, implementing plans, and evaluating plans), and output com-
prises the messages (and how they are carried) to various publics, both
internal and external (examples of output include newsletters, videos,
events, publicity). Keep in mind that the term "messages" in public
relations can mean messages in the literal sense as illustrated by the
foregoing examples, but they can also be more implied. For example, it
is not just the specific communication activities that make up the organi-
zation's output in the public relations process, but its actions as well. In
addition, the development or adaptation of policies in response to feed-
back from important publics can be significant public relations ap-
proaches whose messages may appear more subliminal, but are just as
key to the development of strong relationships with publics. Thus, two-
way communication and the adaptation of the organization to its publics
and its environment also constitute outputs.
These four steps - research, plan, implement, and evaluate - form the
basis for what we call public relations process (see Fig. 1.2). This proc-
ess is nothing more or less than a systematic way to make well-founded,
strategic decisions. Furthermore, it is not unique to the field of public
relations per se. For example, a medical doctor uses a similar process
when he or she gathers both subjective and objective information about a
6
Before We
patient's condition, determines a diagnosis, decides on a treatment plan, then Begin
follows up to determine the outcome, changing the approach, if necessary,
based on that outcome. Using that process to deal with the communications
issues within an organization is, however, the purview of the public relations
profession. Let's examine each step a bit more carefully.
Research: During the research phase, the public relations practitioner gath-
ers information from a variety of sources. These could include such second-
ary sources as organizational records, governmental statistics, textbooks, or
journals. Often, data gathering also includes such primary methods as sur-
veys, interviews, and focus groups.
Plan: The most important aspect of the planning stage is setting objectives for
the plan. These are the desired outcomes. Once the objectives are developed,
it becomes feasible to look at message development, select channels and
vehicles, and determine how, when, and by whom the plan will be imple-
mented.
Implement: During the implementation phase, the plan is carried out. When
developing a strategy in the first place, however, the strategist needs to deal
with the managing the implementation. How resources will be utilized for
execution of the plan is an important part of examining the implementation
prior to actually putting the plan into effect.
Evaluate: The final phase is evaluation. The strategist always plans how the
project will be evaluated while preparing the initial plan. The evaluation
phase itself is really ongoing, although it appears to be the last phase. Evalu-
ation strategies are always developed in direct response to the objectives set
for each specific public and the measurement of outcomes is used as research
data for future strategies - thus making this a feedback loop and a circular
rather than linear process.
Now that we have examined the purpose of this workbook and set our frame- Onward!
work for discussing the management of the public relations projects, we'll
begin the real work of strategic public relations - creating the strategy.
7
Before We
Begin The remainder of this workbook is devoted to the four phases of the
public relations process. Each section begins with a listing of important
terminology (which you should look up in several theory books if you
are unfamiliar with any of them), provides brief background on the step
of the process, and then moves quickly to tools that you can use to work
through the strategic process.
This is where the creative fun of professional public relations really lies!
8
The Research
Phase
Chapter 2
Vocabulary
applied research
theoretical research
primary research
secondary research
survey
focus group
communication audit
analysis
9
The Research
Phase Let's presume for a moment that you are sitting at your desk reading this
chapter. It's 3 o'clock in the afternoon and you've already had a very
busy day. When you got out of bed this morning, you had to get dressed.
An everyday Look down at what you're wearing right now.
process Have you changed your clothes since this morning? If you did, why did
you change? Presume for a moment that you are still wearing the same
clothes you dressed in when you got up. How did you decide what you
would wear today? Getting dressed is an activity that all of us do every
day, but we don't usually wear the same clothes (even people who wear
uniforms usually have the odd day off from it). How, then, did you
decide on the clothes that you now see on yourself?
Some of the methods you might use to gather answers to these questions
are the following:
You will analyze all this information, use it to figure out your goal (e.g.
to be comfortable, to get that new job, to impress someone special), and
then you will create a plan of action. And it's likely that your plan of
action will be flawed if you don't gather and analyze this data, resulting
in outcomes that you may not like.
You may not be aware of it, but your actions to collect data and
analyze it constitute research. So, for our purposes in managing the
public relations process, we will use the following definition:
10
The Research
Phase
Research is a deliberate, planned, and organized process
for collection and analysis of data for the purpose of
determining an organization's public relations problems,
opportunities, and possible solutions.
Let's go back for a moment to your morning decision-making process about What
your daily wardrobe. Consider this scenario: For several weeks, you have
been preparing for a very important job interview that is scheduled for early research
this morning. You wake up late and giving little thought to what you'll be can
wearing, you throw on the first thing you see. You arrive at the interview on
time, but the receptionist takes one look at you and figures that you must be accomplish
in the wrong place. You are wearing a rumpled shirt and jacket and you are
soaking wet. You hadn't realized that it was raining until it was too late. You
have failed to do appropriate and sufficient research, thereby decreasing the
likelihood that you will achieve your ultimate goal.
The bottom line on research is that it affects the bottom line - whatever your
organization's bottom line might be. In the long run it can save you money,
time, resources, and effort.
11
The Research
Phase
Research can accomplish many things. The following are some of the
things it can accomplish for public relations:
1. Determine the type and size of the public relations effort required.
2. Determine the extent to which there is a need for this approach.
3. Provide information to help you determine the precise public
relations problem or opportunity facing your organization.
4. Target your specific public(s). (We'll discuss publics more in a
later chapter.)
5. Describe the specific characteristics of your public(s).
6. Assist in the articulation of your message(s).
7. Identify appropriate and potentially effective vehicles, tactics, and
channels to reach specific publics.
8. Enhance the credibility of the public relations function with top
management.
12
The Research
Phase
A public relations opportunity is the identification of
a juncture of events and objectives that provides an
optimal window for using communication strategies to
enhance an organization's internal and/or external
relationships and thus further the organization's goals.
Research textbooks discuss two major categories of research. First, aca- How
demic research is conducted, usually by scholars, in an effort to add to the
general body of knowledge in a particular discipline. The practical applica- research
tions may not be immediately apparent. For example, a public relations is done
professor might research public relations ethics to explain how and why PR
practitioners do what they do. Then he or she might develop a theory to
explain the ethical decision-making process.
archival material
governmental statistical compilations
trade organization statistics
library collections
organizational publications and records
online data bases
13
The Research
Phase I
In spite of the monikers "primary" and secondary," secondary research is
usually necessary as a first step before primary research can be planned
and conducted. Once this secondary source material is collected, the
public relations practitioner often needs to conduct primary research.
In other words, you need to gather firsthand information that is not
already available from any other source. The following are examples of
primary public relations research methods:
surveys in general
readership surveys in particular
focus groups
interviews
observation
The One type of public relations research tool that uses both primary and
secondary methods for data-gathering is the communication audit.
communication The terms communication audit and public relations audit are usually
audit used interchangeably, although some people in the PR field differentiate
between them by suggesting that the public relations audit focuses more
on the communication climate within and outside the organization, on
the quality of the relationships with publics, and on the role of the public
relations function itself. We'll define the communication / public rela-
tions audit as follows:
14
The Research
Phase
Whenever a public relations practitioner is faced with a new employer, client,
or industry, it is almost impossible not to do one, at least to answer the ques-
tion: Where are we now?
The data collection carried out in the research phase of the public relations
planning process almost always requires a combination of techniques. Thus,
before you plunge into the archives or the creation of a survey instrument (see
recommended resources for further details), you need to create a plan of how
you are going to research what aspects of the organization and its publics, and
why.
One of the "ends" of the research phase is the ability to assess the quality of Characterizing
the relationships that the organization has developed with its publics as a relationships
result of proactive and reactive communication and organizational activities.
This assessment of the quality of relationships is the first stage of the data with
analysis. publics
The answers to the following questions will help the public relations practi-
tioner to characterize the relationships that the organization has with specific
publics so that these may be created, maintained, or improved as a result of
the subsequent plan.
Data that relate to the answers to these questions will be key in ensuring a
complete analysis - a crucial part of the research process.
15
The Research
Phase
Unlike the process of synthesis, which takes parts of something and
forms them into a logical whole, the process of analysis takes the whole
of something and breaks it down into its parts. The report about that
Analyzing process is also referred to as an analysis (thus, the term analysis is used
the as a part of the plan you will write).
information The analysis is a significant part of the research phase. Without this
process, all you have is a body of information that is both unwieldy and
useless. You have to do something with it!
As you gather data about the organization and its public relations and
communication activities, you need to have a way of putting that data
into categories and determining the relationships among pieces of data.
If you have survey results, you might use statistics as part of your ana-
lytical process (e.g. averages, standard deviations, chi squares). If you
have a series of organizational print materials, you might use the process
of content analysis. Content analysis can be very informal, or can be a
very formalized process of identification and analysis of specific pieces
of content. Analyzing print materials might also use the application of
any number of available readability indices to determine reading level.
16
The Research
Phase
• Has the organization accurately identified and described its
publics, both current and future?
The narrative report that discusses all of these questions constitutes what will
become the situational analysis in the public relations plan. It is important
to note that if you are working on a plan that is designed to target one or more
specific publics, the foregoing questions need to focus on that aspect of the
organization and its environment. For example, if you are developing an
internal communications plan, your main focus is on employees and other
internal publics (such as volunteers), and only on other publics and the exter-
nal environment to the extent that these affect your target public.
Using a table as a working tool when you are analyzing the data can be
useful. It might look something like the following.
17
The Research
Phase Figure 2.1
Data Table
Here is what you should do with each of the columns in this table:
Public: This column is the place where you identify the current publics
recognized by the organization. Some of these might include media, the
community, employees, volunteers, Board of Directors, governmental
agencies, members and so on. But each is dealt with separately.
Message(s): This column enables you to identify the messages that are
currently being transmitted to the specific publics you have identified.
This includes both intended and unintended messages transmitted by
either communication or other activities of the organization. Often the
messages that the public actually receives and interprets are not the same
as those intended by the organization. You need to know this. In addi-
tion, it might be time for the intended message to change.
18
The Research
quality? Is there consistency of messages? Are there any other publics with Phase
which the organization ought to have relationships? Is this tool being evalu-
ated at all?
There are two important considerations in using this kind of a tool for data
collection and analysis at this stage. First, it is a reflection of the current
situation not the situation that you intend to exist after the implementation of
a strategic plan. Second, it provides you with only a superficial examination
of the situation at this stage and is not complete enough to examine elaborate
two-way communication efforts on the organization's part. This table is
useful to you both as you collect data - it can allow you to formulate a visual
picture of where you are and what are the relationships among the variables -
and it can also serve later as a way to present the data. The table becomes a
companion to the narrative portion of the analysis.
Writing up your analysis is the final step. You might consider using the
questions posed earlier as a guideline for that written narrative analysis.
Once you have your data analyzed, you are ready to move on to the develop-
ment of your plan.
The following pages provide you with work sheets that you might find help- Using the
fill in organizing both your data and your written analysis.
worksheets
The first is a Data Table as we discussed earlier. Use it as you collect your
data to identify the publics with whom the organization has relationships, the
messages actually communicated and the vehicles and activities used to
communicate those messages. In addition, it provides you the first opportu-
nity to organize your initial assessment of the state of the communication/
public relations activities of the organization.
After you have completed the table this far, examine the data again to figure
out if there are other publics with whom the organization ought to be devel-
oping relationships but is not, and add these to the table. This way of organ-
izing the information will allow you to proceed with the narrative analysis
and the determination of strengths and weaknesses.
The final worksheet for this chapter is the Data Analysis Check List.
Use it initially to determine if you have collected all necessary data.
Then, when you have completed your written analysis, use it as a check-
list to evaluate the completeness of your narrative report.
20
The Planning
Phase
Chapter 3
Vocabulary
communication framework
communication strategy
public
message
communication vehicles
21
The Planning
Phase Once the data collection and analysis of the research phase are essen-
tially complete, you have enough information to get you started on the
development of a concrete plan to tackle the identified problem(s) and/or
opportunity(ies). Keep in mind, however, that although we tend to talk
The Plan about the four phases of the process as if they were discrete and as if the
process itself were linear, in fact it is neither. Collecting and analyzing
data may be necessary throughout the process whenever new information
becomes available. This ongoing process enables you to make correc-
tions as you go along.
There are four key elements to the planning phase. These four elements
are as follows:
One of the ways you might present this at the end of the process is by the
use of a communication/public relations plan framework. Like an
outline of a more detailed report, this framework sets the groundwork for
a more comprehensive strategy. It is a brief glimpse of an organization,
its publics, PR objectives, intended messages, vehicles and approaches,
and an overview of how the plan will be evaluated. Every public rela-
tions practitioner needs to know how to write such a framework.
Defining During the research phase, the public relations practitioner examines the
place of the organization within its social, political, and economic envi-
publics ronment. At the same time, the publics that have consequences for the
22
The Planning
organization and for whom the organization has consequences emerge. These Phase
publics are obviously groups of people, but for purposes of planning for the
public relations needs of organizations, you are going to need a more specific
definition.
Over the years, many public relations authors and practitioners have defined
publics (refer to any of the general resources listed for chapter 1 to see exam-
ples of these definitions). In practice, we often hear publics defined as
groups of people who have a shared interest and are aware of that
commonality. On the other hand, it can be argued that members of a public
identified by the organization may not be aware of their shared interest or the
characteristic they have in common. Other approaches to defining publics
could consider geography, socioeconomic status, gender, race, ethnicity,
religion, and any other demographic or psychographic factors.
All of these ways of defining publics are useful to public relations practition-
ers in specific circumstances, but they each have their limitations in practice.
Here is a working definition that is useful
When examining this definition, keep in mind that publics can form on their
own in response to organizational activities, policies, or products to pressure
the organization. Unless, however, they are eventually identified in the
public relations process, they cannot be considered in the strategy. Failing to
identify them - either by design or inadvertently - can have major negative
consequences for the organization. For example, when creating a 5-year
strategic public relations plan, you might define your "community" by draw-
ing geographic boundaries: your neighborhood, your city, your region, your
entire country even might be the community within which you function and
with which you must develop a relationship. On the other hand, an activist
group might define itself in response to your organization. They have created
the boundaries, but when developing your PR plan, you, too must define
them.
23
The Planning
Phase chapter 1 to plot out the publics and view their relationships with the
organization.
employees
volunteers (in nonprofits)
members (in memberships organizations)
financial donors (usually in nonprofits)
investors (in publicly held corporations)
media (mass and industry-specific)
community
government (various levels)
regulatory bodies
consumers/clients (of goods and/or services)
Although there are many definitions of goals and objectives, let's think
of a goal as a broad, but pointed statement of what this plan is intended
to accomplish. Objectives are the specific outcomes sought for each
public being considered in the plan.
25
The Planning
Phase
• To improve the organization's external image by 30%.
Not only is this vague (exactly what does an image consist of?), but it is
clearly not rational to consider placing a quantitative value on image. In
itself, it isn't measurable. Here is a better way of stating the kind of
outcome you might be seeking.
Obviously, this objective presupposes that you have counted both the
amount and direction (positive or negative) of past coverage of events in
this medium.
26
The Planning
Clearly, there are many issues to consider when trying to determine the kind Phase
of relationship your organization would like to develop and maintain with
publics. These questions will help you to begin to consider relationship
outcomes and to include such objectives when developing a public relations
plan. If you need further in-depth information on this topic, you can refer to
the resource list later in the workbook.
Often when you are developing objectives, it is easy to forget that what they
really are is an answer to the question: Where do we want to go? Instead,
Considering
you might fall into the trap of considering only processes. These processes processes
are not ends in themselves, rather, they help to guide the selection and devel-
opment of communication vehicles. For example, the following objectives
are more accurately described as process objectives than as outcome
objectives:
Although each of these is admirable and may even be a necessary part of the
objectives of the public relations department in your organization, they are
not really strategic. They only speak to the actual process of conducting the
public relations and communication activities. Indeed, they are focused more
on the PR function rather than on the public. They are very useful objectives
if one of the problems you have is the quality of the public relations effort
itself. If that is the first PR problem that you identify, then these objectives
may be useful as a first step toward the focus you will eventually develop on
publics.
The final issue related to objectives is to consider the intended target of each Keying
one. The strongest communication plans key the objectives toward specific
publics. For example, in considering media relations, the objectives would objectives
be directed specifically toward the media. These objectives about what the to publics
public relations planning process aims to achieve are related to what the
organization aims to achieve in community relations, employee relations,
investor relations, relations with activist organizations, and so on.
27
The Planning
Phase Public relations focuses on managing communications between an
organization and its publics for the purpose of developing and maintain-
ing long-term, mutually beneficial relationships with those publics. The
Developing heart of the PR activity is the message or messages that the organization
conveys to its publics in both word and deed. And make no mistake
messages about it, even if the organization does not consciously consider the
messages it sends out or develop them purposefully, publics, both exter-
nal and internal, will see and hear messages all the same and will re-
spond to the organization based on their perception of the messages.
Once you have considered the actual core message that you intend to
convey via both words and actions, it needs to be considered in the
development of every public relations activity that you will develop in an
effort to achieve your objectives. Remember, the message has both overt
and subliminal aspects and both are important in the eventual percep-
tions that arise as a result.
Choosing The final aspect of the planning phase is selecting appropriate public
relations vehicles - the channels and tools that you have reason to be-
public lieve will successfully convey the intended messages and develop the
relations intended relationships with your publics. The information that you have
about your publics - for example, their preferred channels for receiving
vehicles messages, their level of interest in your organization and its mission,
their level of understanding of the issues, their demographics - will help
greatly in selecting channels that are most likely to achieve your objec-
tives.
28
The Planning
your organization in a current community activity or develop a new commu- Phase
nity activity. Then your actions and the specific communications surrounding
those actions will disseminate the message and nurture the relationship.
Here are some things to keep in mind when selecting channels and tools or
vehicles:
Consider first the creative aspect of designing and selecting channels and
vehicles. This means that you need to stop thinking in a linear fashion about
communication/public relations tools and tactics. A kind of initial brain-
storming process allows you to move away from the more familiar strategies
to the more creative - perhaps simply a new way of approaching an old
strategy. For example, developing a new newsletter may not be the best way
to enhance morale among employees. You might consider developing an
award that recognizes employees' volunteer activities. The process of nomi-
nating and selecting is all part of the communication activity and then the
publication of the identity of the winner can even become part of your com-
munity relations program.
Also, your first inclination to use mass media (a channel) might be to look for
a news angle and disseminate a news release (a tool/vehicle). Even if mass
media appear to be the channel of choice in the situation under consideration,
there are other tools that you might consider: querying an editor of a feature-
type magazine, a newspaper feature, a television interview on a news maga-
zine show, or even paid advertising. Creativity in planning requires that you
go beyond your first - and often over-used - inclination.
Communication vehicles that are not keyed to specific objectives run the risk Rationales
of wasting time, money, and effort. Why would you implement a communi-
cation activity that wasn't strategically designed to achieve a specific objec- for
tive? This is tied in with the issue of rationale. What makes you believe that channels
this approach you are proposing is likely to work with this particular public?
Part of your rationale relates to the outcome you're trying to achieve. Can and
this combination of channel and vehicle actually accomplish what you really strategies
29
The Planning
Phase want? Do you have any external basis or past experience on which to
base this decision?
The third worksheet pulls all your previous work together as a Public
Relations Plan worksheet. It puts together in chart form the plan that
you are creating. It keys messages to publics, to objectives, to channels
and tactics, to the accomplishment of specific objectives. Use this as a
first step in determining strategic approaches and to visualize the con-
nections between objectives, publics, and approaches to make the best
use of each.
30
Managing
Implementation
Chapter 4
Managing Implementation
Vocabulary
control
influence
management
leadership
delegation
budget
Gantt chart
flow sheets
31
Managing
Implementation Implementation of the public relations plan is the third step of the public
relations process. It implies carrying out the activities developed in the
planning step. For the public relations technician, that's all there is to
know. From a technical perspective, it is now time to get to work on
Revisiting carrying out the technical aspects of the plan. But for the public rela-
management tions manager, a crucial part of the management process is just begin-
ning.
definitions
We began our attempt to define management in chapter 1. We discussed
the fact that there are as many definitions of management as there are
people writing about the subject. Now as we move into the practical
application of the concept, the following commonalities of the defini-
tions emerge as key to our understanding.
D Management is a process.
32
Managing
hance the working environment by creating a climate of cooperation and Implementation
collaboration.
Managers also need knowledge and skills in organizing other resources of the
organization. These include, primarily, time, money, and quality. Tools that
managers use to manage these resources include budgets, flow sheets,
and time and activity management charts.
Historically, there have been many disagreements about how best to analyze The
and react to management situations. Early in the 20th century, many of those
studying management as a discipline were focused on the actual activities historical
that the workers performed. Most management theorists focused on the one context
best way to carry out a job, whether it was shoveling coal or laying bricks.
These "management consultants" were quite successful in helping organiza-
tions of various sorts to decrease the number of people required to do this
physical labor and to increase their profit margins. There was little concern,
however, about the people aspect of the job.
33
Managing
Implementation
Management ensures the day-to-day accomplish-
ment of organizational activities designed to
move the organization in the direction of its
ultimate goal. Leadership, on the other hand, is
the force that determines that direction and
ultimate goal.
Leaders are those visionaries who can visualize the future and where the
organization should be heading. Great leaders can communicate that
vision to their followers and gain their support and "buy-in." The man-
agers may set the more short-term goals that lead toward the vision, and
are able to communicate those goals to co-workers, gaining their support
and buy-in for the approach to achieving those short-term goals.
On the other hand, a great leader may not be a great manager. This
leader may be completely versed in the issues and trends in the organiza-
tion's external environment, exhibiting all the hallmarks of a true futur-
ist, but be relatively inept at the day-to-day activities required to manage
a project. Would it be useful for a leader to be a good manager? Of
course it would be helpful if this individual had experience in more
junior management positions in an organization, if for no other reason
than to enhance his or her credibility in the eyes of the followers. But
when leaders regularly involve themselves in those day-to-day manage-
ment activities, it can cause problems both for the managers whose jobs
they are intruding on and for the long-term vision of the organization. It's
difficult, if not impossible, for a great leader to be future-focused when
enmeshed in the daily grind of managing projects.
If your parents provided you with an allowance, you soon recognized that it
would only go so far. If you wanted to buy something special with your
allowance and you didn't have enough money, you had to make a decision.
Either you would wait until you did have enough money, or you allocated
your available resources in a different way. Perhaps you settled for a less
expensive item, or even two less expensive items. In any case, you already
know something about allocating financial resources.
As you got older, your expenses likely grew, but then so did your income.
Thus, even if you believe yourself to be hopeless in sticking to a personal
budget, you've probably had occasion to examine your income on the one
hand versus your expenses on the other. This encompasses the basic concepts
of budgeting.
Thus a budget performs two main functions: It is a control mechanism for the
activities necessary to achieve the objectives, and it is a communication tool
to explain public relations activities and objectives to non-PR managers and
other organizational leaders.
In public relations, there are two general categories of budgets that we deal
with. The first is a program budget or project budget. It is a more
global way to think about the allocation of financial resources in the public
relations activities of an organization. It refers to a specific sum of money
that is allocated to cover a program or project, and considers the public
relations activities in a holistic way. This contrasts with a line item budget
where the public relations function is budgeted by allowing the department
specific sums for items such as printing, design services, postage, couriers,
office supplies, and so on. This is a more piecemeal way to budget for public
relations activities. If, however, your departmental budget is a line item
budget, you have no alternative in project budgeting but to use those same
items and budget them into the project in that way. This approach sometimes
makes it more difficult to include new items that may not be in the depart-
mental item list and to reallocate budgeted proportions for specific items.
When faced with a program budget for public relations activities, the general
approach to budgeting the specific project is to assign a sum of money as a
35
Managing
Implementation project budget. That sum is then broken down to cover the activities that
are required by the plan you have already developed. It should be clear
at this point that considerations about budgets should also be made
during the planning phase so that you are not now faced with champagne
activities planned on a beer budget, as the saying goes.
The project manager then takes the public relations plan already devel-
oped and breaks it down into specific activities and items that need to be
covered in order to achieve the objectives. Here are some of the things
that you need to consider in the initial development of a realistic, accu-
rate budget.
Once all of these are taken into consideration, you'll need to compare the
grand total to the budgeted amount and revise as necessary. It takes
professional judgment to consider where money can be saved and where
it needs to be maintained to still be able to accomplish the objectives.
Sometimes it is necessary to rethink some aspects of the objectives (are
they still realistic given the resources available?), or the communication
vehicles selected (is there another effective vehicle that we can use and
still stay within budget?).
Deadlines Managing time means managing people s time. It means being able to
schedule activities so that the project comes in not only on budget, as we
and time discussed previously, but on deadline. Public relations practitioners are
management well aware that the ability to meet deadlines is crucial to the successful
practice of PR. As such, individual public relations practitioners may be
fully aware of how long it takes them to carry out specific tasks and thus
meet those deadlines. The public relations manager, on the other hand,
must estimate how long it will take any number of people to carry out
36
Managing
any number of tasks, and create a schedule that considers both people and Implementation
project requirements. An important project requirement is the prerequisite
nature of some of those activities. In other words, some activities must be
completed, or at least in progress, before others can be started. The manager
needs to juggle all of these.
Public relations managers use a variety of tools to schedule time. The sim-
plest is the one that many people use for personal time management - the to-
do list. These laundry lists of activities are useful but have serious limita-
tions. They don't consider priorities, how long each task will take, or if any
are prerequisites to others. Thus, as a management tool they are only the first
step toward controlling deadlines. What you really need is some kind of
action plan that organizes those activities.
The Gantt chart is one tool that managers in general have been using since
early in the 20th century when management consultant Henry Gantt developed
it. In simple terms, a Gantt chart takes that laundry list of activities and
places them on a chart that has activities down one side and time lapse
across. It then uses bars to plot out the time it will take to complete each
individual task, considering when the activity should be started and how it
may overlap other activities. The chart is a plan for time management and
just as a budget can be used during the course of the project to determine the
extent to which you are likely to stay on budget, the Gantt chart can be used
to determine whether or not you are likely to meet your deadline. One of the
most important aspects of the Gantt chart, however, is that it isn't carved in
stone. If it looks like the plan will not allow you to bring the project to a
conclusion on time, then the schedule must be changed and you need to
update your chart.
Figure 4.1 illustrates what a simple Gantt chart might look like.
Figure 4.1
Simple Gantt Chart
37
Managing
Implementation This generic example shows that activity #1 begins at the beginning of
week 1 and will be finished by the beginning of week 2. The beginning
of activity #2 overlaps with activity #1 and is complete by the end of
week 2. This completion is necessary before activity #3 can begin.
Activity #3 should be complete by the end of the 4-week project.
Controlling Now that we have examined the overall concept of management, and
have considered the planning management of both time and financial
quality along resources, another parameter we need to consider is the management of
the way quality as the project progresses.
There's a lot of talk today about quality assurance, quality control, total
quality management, to mention a few of the buzz words. Overall,
unlike in the days of the so-called Robber Barons of the early 20th cen-
tury when big business cared only for its own estimate of its quality,
most organizations today are committed to the concept of comprehen-
sive, consumer-focused programs of quality management. This is
embodied in the notion of TQM (total quality management), which
provides an organization with a competitive edge. Managing the quality
of a specific public relations project, then, is part of the organization's
overall commitment to quality. As the manager of the public relations
project, it's your responsibility to find a way to monitor and control the
quality.
The first step happens during the planning process. As you select and
develop the outcome objectives for the project, you are actually saying
that this is the level of outcome you'll achieve. During the final or evalu-
38
Managing
ation phase of the project, you'll figure out if you've met those objectives. At Implementation
that point you'll be able to say that you did or did not achieve the kind of
quality outcome you were planning on. As the project progresses, however,
you do need to be aware of the level of quality of the work and the interim
outcomes to avoid any surprises at the end.
D consistency
CU reliability
CD accuracy
CD congruence
CD honesty
Let's examine each of these parameters to determine the extent to which they
might be useful for you to build into your quality monitoring plan. Keep in
mind that they are specific to the public relations effort of the organization. If
you were monitoring the quality of a manufacturing effort, the quality meas-
ures would be different.
39
Managing
Implementation Congruence*. This refers to the extent to which all of the aspects of the
program "fit" together. Are the parts harmonious? Do they agree with
one another? The estimate of ongoing congruence may be based on such
concrete aspects as the design parameters (having only one designer can
help with this), or on such esoteric things as your overall professional
judgment.
Delegation does not mean getting rid of the jobs that you don't want to
do. It means determining the best person for the job and giving that
person the responsibility and authority to do it. Clearly you need to
know the strengths and weaknesses of the people with whom you are
working, and you need to use these to your best advantage. If you are
40
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472. A.D. 677 Beccan Ruimean quievit in insula Britanniæ.—Tigh.
17th March, Beccan Ruim.—Mart. Don.
476. Leabhar Breac, part ii. p. 261. Dr. Reeves has printed the part
that relates to the Cele De from a different MS., with a translation, in
his British Culdees, p. 82.
486. This life is printed from the Marsh MS., Dublin, in the
Chronicles of the Picts and Scots, p. 412.
487. Alma ingen rig Cruithnech mathair Sheirb mec Proic rig
Canand Eigeipti acus ise sin in sruith senoir congeb Cuilendros hi
Sraith Hirend hi Comgellgaib itir sliab Nochel acus muir nGiudan.—
Book of Lecan, fol. 43. bb. Reeves’s British Culdees, p. 124. The sea
of Giudan is the Firth of Forth, so called from the city of Giudi, which
Bede says was in the middle of it, and which may be identified with
Inchkeith. It is called in the Latin life Mons Britannorum, a mistake
perhaps for Mare.
488. Brude fitz Dergert, xxx, ane. En quel temps ueint Sains
Seruanus en Fiffe.—Chron. Picts and Scots, p. 201.
491. This legend is printed in the Chronicles of the Picts and Scots,
p. 138.
499. 732 Acca Episcopus eodem anno de sua sede fugatus est.—
Sim Dun. Hist. Regum.
500. Qua autem urgente necessitate pulsus sit, vel quo diverterit,
scriptum non reperi. Sunt tamen qui dicunt quod eo tempore
episcopalem sedem in Candida inceperit et præperaverit.—Cap. xv.
501. Quia Candida Casa nondum episcopum proprium habuerat.—
Cap. vi.
The chronology of this tale is quite clear. They came just at the
time when the so-called destruction of the Picts by Kenneth mac
Alpin took place; and they themselves perished by the Danes in the
reign of his son Constantin. Of so remarkable an event, however, as
the invasion of Fife by a body of six thousand and six Hungarians