Creating And Implementing A Communications Plan

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Creating and Implementinga Communications PlanA Step-by-Step Approach1

Table of ContentsCreating and Implementing a Communications Plan . 3A Step-by-Step Approach . 3Developing a Communications Plan . 4Step 1: Situation Analysis . 6Step 2: Creating Powerful Messages . 11Step 3: Communications Strategies . 14Step 4: Selecting Channels . 25Step 5: Evaluating Your Communications Efforts . 28Reference . 30Appendix A: Communications Plan Worksheet . 35Appendix B: Sample Communications Plan. 37Appendix C: Situation Analysis Worksheet . 39Appendix D: Situation Analysis Worksheet . 42Appendix E: Communications Strategies: Social Marketing Worksheet . 45Communications Resources . 472

Creating and Implementing a Communications PlanA Step-by-Step ApproachHistorically, among Indigenous peoples, communicating important news included smokesignals, sign language, runners who carried the news fromvillage to village or camp to camp, and interpreters whotranslated news or messages between Tribes. Today, thereHow do you create anis the “moccasin telegraph” and the “Indian Grapevine” ineffective, realistic plan thatwhich news and messages get relayed informally. Today’shelps you get and staytechnology makes getting the word out even easier, fasterconnected with key groupsand more effectively. Reaching important groups such asthat are essential toyouth, parents, elders, health care professionals, educators,meeting your programand Tribal leadership is critical to the success of yourgoals?program. Consistent and effective communication withgroups such as these can provide momentum to achievingyour program goals and can provide a broad based supportsystem for sustainability of your project. But how do you create an effective, realisticplan that helps you get and stay connected with key groups that are essential tomeeting your program goals?The tools in this section outline a step-by-step communications planning process. Thistoolkit was designed to allow Tribal programs like yours to think through the mainingredients of communications planning.It is organized to help you move through the material on your own or with the guidanceof your technical assistance specialist.Please begin with the overview, which explains the purpose of creating acommunication plan; then move through the steps, each of which represents acomponent of the planning process. The five steps have worksheets, PowerPointpresentations and other documents, examples, and resources to help you design yourcommunications plan. We also encourage you to contact your technical assistancespecialist for further guidance.Developing a Communications Plan: An OverviewThis section outlines the various components of a communications plan. It includes:a blank worksheet; a sample communications plan, created by a community-basedorganization; and an index of communications resources, divided into topic areas forfurther exploration. Once you’ve reviewed this overview and identified your objectives,you’re ready to create your plan.3

Developing a communications planCommunications plan worksheetCommunications plan exampleCommunications resourcesDeveloping a Communications PlanForward-thinking organizations often find it helpfulto develop a brief communications plan as aroadmap to help them reach their program goals.Once program goals and the correspondingcommunications objectives are established, acommunications plan can be written for either the whole initiative or a specific aspect ofthe program, such as participant recruitment, fund-raising, policy change, or advocacy.This overview will help you fill out the blank communications plan worksheet inAppendix A, as well as provide an example of a communications plan (In Appendix B) fora grantee project similar to yours.The basic elements of a communications plan are listed below. By answering thequestions in each section, you will be able to develop your own plan.Elements of a Communications PlanProgram Goal(s)These come from your strategic plan. What is your overarching program goal? You mayhave multiple program goals, though some may be better suited to communicationsefforts than others. As you fill out the worksheet, please select one program goal or ashort- and a long-term goal on which you wish to focus your communications effortsover the next 12 months. At a later time, you may want to create anothercommunications plan for other program goals.Communications ObjectivesHow will communications help you achieve your program goal? For example, do youneed to create a strong coalition or collaborative network? Do you need to educateelders, Tribal council, legislators or business leaders about your program? Do you needto find partners to sustain your efforts? Do you need to recruit and retain a broadergroup of participants? When you’re establishing your objectives, try to make them asspecific as possible. (For example, “Reach 80% of Tribal juvenile justice related staff withinformation about your program,” or “Recruit an additional 20 families to participate inyour cultural event, and retain 80% of youth participants for 12 months.”)4

Situation AnalysisSituation analysis gives you a picture of where you stand now including yourcommunication goals, what you know about your target audience, and yourstrengths/resources. What situation are you struggling with in your program (e.g., lowprogram participation, lack of funds)? What do you know about your situation that canhelp you to create a communications plan to address it? The Situation AnalysisWorksheet will help you to navigate this process (see Additional Resources).Resources AvailableWhat resources are available to help you achieve your program goal(s)? For example:Staff and consultantsTimeBudgetIn-kind donationsFree publications or resource materialTarget Audience(s)What individuals or group(s) have the power to create the change you want to see inyour program goal? You may identify both a primary and secondary audience. Aprimary audience is the most important group for you to reach. A secondary audiencemight be an influential group that has the power to reach this first audience.Three-Point MessagesWhat three key points do you want your audience to take away? Your messages shouldspeak directly to your goals and your audience(s).StrategiesWhat are the best strategies you can use to communicate a message to your audience?Of the many possible strategies, which ones to use—and whether to use them alone orin combination—depend on your communications objectives. For example, to raiseawareness, you may want to choose a combination of media relations and communityoutreach. To change individual behavior, you might choose social marketing andfacilitate communication versus a general informational type of presentation.ChannelsWhat are the best ways to reach your audience with your messages? The most popularchannels will depend on the media habits of the audience(s) you want to reach. They5

might include e-mail, posters or other print material, radio or TV ads, public serviceannouncements, paid newspaper advertising, or letters to the editor. Alternativechannels include church bulletins, flyers, and billboard ads. As you consider the mosteffective channels, take into account what channels are most relevant, credible, costefficient, and popular with your target audience(s).Evaluation MeasurementsHow will you measure the effect of your communications efforts? It is essential toconsider this question carefully at the outset of your strategic process. You will want todecide up front how you will measure your impact. For example, you might countresponses to direct-mail reply cards, or the number of people who come to meetingsand/or take action. Or you might want to use some more sophisticated techniques,such as an 800 number to measure phone calls, or web analytics (such as GoogleAnalytics) to count how many people came to your website.Note: As you’re implementing your plan, you should continually evaluate theeffectiveness of your tactics and make any appropriate revisions. One suggestion is toschedule regular reviews as part of your communication plan.Step 1: Situation AnalysisStep 1 includes an introduction to situation analysis and two guides for conductingformative research: focus groups and key informant interviews. Please use the situationanalysis worksheet in Appendix C.This step will give you valuable information to inform the remaining steps.Situation analysisSituation analysis worksheetFormative research (assists in situation and audience analysis)- Focus groups- Key informant interviewsSituation AnalysisSituation analysis is an important step in creating a communications plan. A situationanalysis answers the key question: Where are we today? It also looks at demographicsof your target audience(s), your program assets, and the behaviors you wish toinfluence. You may already have much of this information if you have done a recentenvironmental scan and/or strategic plan. The basic elements of a situation analysis aredescribed below.6

Communications GoalThis is your starting point. What is your communications goal? A communications goalmight be “bring awareness of juvenile justice needs to the community”. What are youtrying to accomplish with a communications strategy? If the community becomes awareof the juvenile justice needs, this may create momentum to address the needs. Whataction do you want people to take after they hear your message? Perhaps coordinationof services to address juvenile justice needs might be the action taken as a result of themessage.Target AudienceYou will always have multiple audiences in your community. Deciding which one is yourprimary audience is part of the situation analysis.Some possible audiences:Potential participants in your program; these could be parents, children/youth(in which case, parents are your target audience, as they need to givepermission), Tribal program directors, or nonprofit leaders.Key stakeholders, including Elders, community and political leaders, child carestaff, pediatricians, school boards, PTAs.Collaborators, such as mental health or child care agencies, teachers, and serviceor community agencies.Funders: foundations, business leaders, local government leaders.Who else might you include?It’s also possible that you will have a primary audience and a secondary audience. Aprimary audience is the one you most want to reach. A secondary audience would alsobenefit from your communication strategies or may be able to influence your primaryaudience. The primary audience might the youth in the community and the secondaryaudience might be the parents.Audience AnalysisIf you understand who your audience is and what motivates them, you’re better able totailor your message(s) to achieve your intended response. This is just common sense—your message will have a greater effect if your audience can relate to it and you. Forexample, if you want to reach youth with your message, you might want to have youthas the messenger rather than older people.Your audience analysis should include the following:7

The demographics of your audience (age range, gender, ethnic/culturalbackground, etc.)Language issues—the primary language(s) spoken and the vocabulary they willbest understandThe motivations that drive your audience’s attitudes and behaviors on this issueThe attitudes, beliefs, and knowledge of the audience regarding this issue andyour missionTheir stage of readiness for behavior change (referenced below)LanguageMatch your vocabulary to that of your audience. How simple or technical does yourmessage need to be? What will your audience understand and relate to? For the typesof audiences listed below, what kind of vocabulary do you think you’ll need to use?Health care professionals, mental health practitioners, and interventionistsParentsChildren and youthLegislatorsTribal leadershipAdministratorsMediaA broad public audienceIs English the primary language of your audience? Do you need to consider otherlanguages?MotivationWhat drives your audience’s attitudes and behaviors? How can you appeal to theirmotivators to achieve your intended response? Examples:A better outcome for their child, family, or communityCommon senseDollars and centsCost-benefit analysis (in other words, what will it cost them to act, and what willbe the resulting benefit)Evidence-based findingsEmotional responsePersonal experience or historyKeep in mind that a combination of motivators may be in play.8

HistoryWhat does your audience already know about your organization, the people you serve,the issue you wish to address, and your program? What are their prevailing attitudesand beliefs about all these issues?Remember: Positive impressions need to be reinforced, and negative images need to beunderstood in order to be dealt with effectively.Stages of Readiness for Behavior ChangeChart A: Stages of Change *StageDefinitionPotential CommunicationsGoalsPreIndividuals are unaware of need,Increase awareness andcontemplationhave not thought about change, and personalize risks and benefitsdo not want to changeContemplationIndividuals are thinking about aEncourage and motivatechange in the near futurepeople to make specific plansPreparationIndividuals have made a plan toHelp create a concrete plan ofchangeaction and set short-term goalsActionIndividuals are implementing aAssist with feedback, problemspecific plan to changesolving, social support, andreinforcementMaintenanceIndividuals are continuing the desired Assist in coping with, providingbehavior or repeating a periodicreminders, finding alternatives,action or actionsand handling relapsesFrom Communicating Public Health Information Effectively, A Guide for Practitioners byDavid E. Nelson, M.D., M.P.H., Ross C. Brownson, Ph.D., Patrick L. Remington, M.D.,M.P.H., Claudia Parvanta, Ph.D. (Washington, DC: American Public Health Association,December, 2002).AssetsBudget: Have you set aside money to implement your communications plan? If there isno money, can you broker in-kind donations? Have planning costs been estimated? Arethe facilities and space necessary to conduct the program available? Are thereopportunities to apply for funds to meet staff, equipment, and space needs?Timeframe: How long do you have to plan, implement, and evaluate your strategy?People: Do you have capable in-house staff, or will you need to hire a professional orinterns from a local university? Will the staff require special training?9

Advisory board: Do you have an advisory board that includes some of your targetaudience or people who can offer you connections to your target audience?Shared vision/goals: Do your staff, advisory board, and/or collaborating partners shareyour vision and goals? If not, can you get their buy-in? One strategy to get “buy-in”might be to collectively develop a shared vision.Next Steps in Situation AnalysisComplete the Situation Analysis Worksheet in Appendix CIf you need additional information you may want to:- Conduct focus groups- Conduct key informant interviewsSee Communications Resources section for information about focus groups and keyinformant interviews.Formative Research: Focus GroupsFocus groups are an important tool in doing formative research. If you have recentlyconducted an environmental scan, most likely you will have all the current informationyou need to complete a situation analysis. If you find that you have many unansweredquestions in your situation analysis, you may want to conduct some focus groups.You will find some tips on conducting focus groups in the Communications Resourcessection.10

Step 2: Creating Powerful MessagesThe background information you collected in Step 1: Situation Analysis will help youcraft your message. Section 2 contains a guide to help you create powerful messages.Creating Powerful Messages- Guiding Principles- Building in MeaningFraming the Message- SW2C- Communicating Evaluation ResultsOn any given day, the average person takes in hundreds of messages from manydifferent sources. Your job is to make sure that your message can break through theclutter of all those other messages. A message that’s too complex will be tuned out, andyou’ll have lost an opportunity to reach your intended audience. Use only a fewpertinent words (e.g., “Just Do It”) to get to the essence of your message—think“elegant simplicity.”Guiding Principle: The Message TriangleMessages are most effective if they contain no more than three points at most. Forexample, a general message might succinctly answer these three questions:1.Need Statement: What’s the need that your program addresses?2. Program Strategy: How is your program addressing the need?3. Program Results/Call to Action: What outcomes do you expect from yourprogram? OR: What evidence do you have that your program is succeeding? OR:What more needs to be accomplished, and what action can your audience taketo help achieve these results?NeedStatementYour message should be simple:– Can it break through the clutter?It should strike a chord with the audience:– Does it have immediate personal use?It should be repeated frequently:– Repeat it seven times to be heard!ProgramStrategyProgramResultsBuild in MeaningEffective messages should resonate, be memorable, and draw a picture in the mind ofeach person in your target audience. The idea is to create a mental image that fits withyour audience’s motivations, beliefs, and attitudes.11

Here are some tips for making your message accessible:Use specific examples, culled from your own or your audience’s experience, inorder to “draw a picture” for your audience that reinforces your key points.Instead of relying on statistics, percentages, graphs, and charts to get yourmessage across, break down the data into something easier for your audience tocapture. Use colorful words, one-liners, and “social math” to illustrate yourpoints and make the intangible more tangible. “One out of four women willeventually be diagnosed with breast cancer” is a better example than “Twentyfive percent of women, all things being equal, are at risk for getting breastcancer.” The statement, “College students spend more money on beer than onbooks,” is an example of social math because it uses contrast to illustrate thepoint.Start communicating from a point of consensus—begin with what the audienceknows and believes. If you’re trying to change behavior, look for the win-win(what’s in it for them?). Work with what the audience knows, and show how ashift or a change in behavior can create a win-win situation for everyone.Avoid jargon. Using the jargon of social science, psychology, and education is asure-fire way to lose your audience’s attention. Test your message on yourneighbor. If your neighbor doesn’t understand the point you’re making, chancesare your target audience will not understand either.SW2C So What? Who Cares?A message will have “traction” if you can answer those two key questions. And youraudience will respond if your message is immediate and relevant. Think about thefollowing:What difference does your program make?Who should care?Why should they care?Communicating Evaluation ResultsSome of the best source material for your message comes from the evaluation activitiesyou conduct to measure program effectiveness. Evaluation results in the form ofprocess, outcome, or cost-benefit data may be the most persuasive information youhave to relay to your audience. Your data can add muscle to your message and helpanswer the question, “So what?”12

Here are some examples of how to incorporate evaluation results into your MessageTriangle:Need StatementVery briefly explain the need your program is addressing, using demographics and datacollected from your formative research. In other words, paint the picture to answer yourtwo key questions: So what? Who cares?Example: In the past decade, 30% of our tribal youth have experienced negativeconsequences of substance use. 21% of our tribal youth are involved with the courteach year with substance related arrests. 9% of our tribal youth are incarcerated eachyear due to substance related crimes.Program Strategy and ResultsBriefly explain one or two things your program is doing to address this need. Describethe program’s goals and its accomplishments to date. Describe your outcome, and/orcost-benefit data. Enhance your quantitative data with qualitative data wheneverpossible. If you don’t have complete data yet, you can always use interim results andback up their promise with anecdotal data and proxy measures.Example: There are multiple factors that contribute to the high rate of substance useamong our youth including lack of cultural identity and positive role models. The TribalYouth Program is addressing this need by creating the conditions for youth to thrive andengage in more positive behaviors.Example: In just one year, the Tribal Youth Program has recruited and trained mentorsand elders to build relationships with tribal youth and developed a culturally-basedcurriculum that will build cultural identity and cultural pride.Call to ActionWhat do you need from your audience? What do you want your message to ultimatelydo? What actions do you want your audience to take? Be explicit; don’t assume thatyour audience knows what you want from them. For example you may ask forvolunteers, funding, or policy change.13

Step 3: Communications StrategiesOnce you’ve created your message(s), your next step is to get it to your audience. Thissection offers three communications strategies to consider when deciding how to getyour message out:Community outreach techniquesSocial marketing (Worksheet included in Appendix E)Media relationsYou may decide to use one or several strategies to reach your audience.If you are trying to increase participation or enlist businesses or policy makers,consider community outreach techniques.If you are trying to change individual behavior, consider social marketing.If you are trying to inform or persuade a broader public, consider mediarelations.Which one(s) to use depends greatly onyour communications objective. Forexample, to raise awareness, you maywant to choose a combination of mediarelations and community outreach. Tochange behavior, you may want to choosesocial marketing.Community Outreach TechniquesEngaging families, child health experts, non-profit leaders, policymakers, and otherstakeholders can be an important strategy to reach your communications goal. Whileeach audience requires a targeted message (see Step 2) based on its own motivatorsand knowledge of the issue (see Step 1), outreach to any audience is based on somecommonly used theories and concepts:The “Diffusion of Innovation” TheoryDiffusion of Innovation can be helpful when considering how to reach variousaudiences. The theory refers to how and when individuals change their behavior (in thiscase, participation). This theory tells us that there are groups of people within our targetaudience who will be easier to persuade than other groups.Innovators are those individuals who set trends and who carry the trust of thecommunity. Others may look to this group to see whether it’s OK to join yourefforts.14

Early Adopters are influenced by Innovators. The ideas or actions that Innovatorsmodel will appeal most to Early Adopters—those who are in a preparation or actionstage of the Stages of Change model.The Early Majority group holds back a bit longer when a new idea or action ispresented to see whether it has been accepted or adopted by the Early Adopters.They may need more “evidence” that it’s OK to join or participate.The Late Majority is the group that doesn’t want to be left out. If everybody else isdoing it, then they too want to be part of the action.The Laggards may never take action. They will probably have the most resistance toan idea or action.Where would you begin your outreach efforts? Certainly not with the Laggards! In otherwords, go for the “low-hanging fruit”. Success breeds success, and if you concentrateyour effort on the most difficult group, you’ll have very little to show for it. You maywant to identify those families, groups, or individuals who you would think of as earlyadopters and find out what would appeal to them about participating in your programor coalition.Increasing Participation in Your Program“Participation” can mean becoming or remaining a program client or member of youradvisory board, finding advocates for policy change, or gaining financial or other supportfrom local businesses. There are essentially three ways to increase participation:Diversifying: Appeal to people who may not even be aware that your programexists. This outreach approach makes sense if you are looking to add members,clients, volunteers, and contributors that bring new energy, ideas, and resources toyour organization.(Example: finding a community leader to support your campaignfor juvenile justice awareness).Broadening: Appeal to people who you believe would be interested in your programbut who don’t have all the information they need to participate. This outreachapproach makes sense if you are looking to add more of the same types ofmembers, clients, volunteers, and contributors.(Example: recruiting more parents tosign their youth up for the Tribal Youth Program)Deepening: Gain greater participation from your current members, clients,volunteers, and contributors. This outreach approach makes sense if you are lookingto get greater participation from those who currently participate in your program(Example: encouraging a parent volunteer to become a member of your advisoryboard).15

Targeted MessagesEach audience may need to hear a different message to meet your participation goal.For instance:If you’re trying to diversify your participation, your audience will need to hear whythey should participate. They need to know:- What’s in it for me?- Why do I need it?If you’re trying to broaden your participation base, your audience will need to hearwhat they’ll get if they participate. They need to know:- What are you offering?- How do I know this is for me?If you’re trying to deepen your participation base, your audience will need to hearhow they can participate more fully. They need to know:- OK, I’m here. How else can I get or stay involved?- What else can I do?AmbassadorshipA critical part of outreach work is knowing who can best deliver your message to whichaudience and who will have the most credibility with your intended audience. Here aresome suggestions for conveying your message to a specific audience:Parent to parentEducator to educatorEducator to parentCommunity leader to legislatorLaw Enforcement Official to Tribal CouncilConstituent to legislatorYouth to youthHealth care provider to parentSpiritual Leader to faith-based groupOutreach ChannelsThere are a number of ways to reach your audience to increase participation:Public speaking forums, for example:- Open houses- Parent organizations- Faith-based organizationsPrinted materials, for example:- Brochures- Flyers- Direct mail- Newsletters16

Mass media, for example:- Radio Public Service Announcements- Cable TV- Local newspapersInternet- Listserv- Facebook ads- Web site adsEngaging and Retaining ParticipantsStrategies for parent or community member participation and retention include thefollowing:Parent-to-parent networkingStipends or other incentivesChanging program activitiesTraining staffRecruiting parents as volunteersDeveloping meaningful relationships with organizations within your communityInterviewing program dropouts to find out why they leftOutreach to LegislatorsIt’s important that you understand legislative and other government processes so youcan work effectively within their constraints. Relationships with legislators areimportant and are built over time. Outreach can be both ad hoc and through formalopportunities. Know the legislator’s background, policy interests, constituency, andcommittees; it will then be easier to appeal to a common interest. Most legislatorsprefer simple, credible, fact-based messages that are short and to the point. Legislatorsreceive a lot of information and many appeals; your outreach efforts will stand out ifyour message is clear, concise, and compelling.Social MarketingSocial Marketing is a very useful strategy when your communications goal is individualbehavior change. Do you want to:Attract more parents to a parent training program?Recruit elders, law enforcement, health providers, and educators to participatein an advisory council?Encourage youth to decrease alcohol and drug use?Encourage community members to seek mental health services?Recruit a collaborative network of service providers?Encourage the community to strengthen and acknowledge traditional values?Social marketing draws on techniques used by advertisers to entice consumers to buytheir products. The difference is that instead of selling products, we are “selling”behavior changes that will improve the health or well-being of a particular group or in17

general. It is best used to encoura

communications plan. We also encourage you to contact your technical assistance specialist for further guidance. Developing a Communications Plan: An Overview This section outlines the various components of a communications plan. It includes: a blank worksheet; a sample communications plan, created by a community-based

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