Академический Документы
Профессиональный Документы
Культура Документы
Framework 03
Maturity Model 04
Introduction 06
stage
4 Craft Your Key Messages 19
stage
6 Budget & Measurement 25
Conclusion 29
About 30
PUBLIC RELATIONS PLAN
Framework
Training Course: Media Relations and Customer Profile Positioning Statement Press Kit Checklist Budget Template
Public Relations PR Audit Template Worksheet
Public Relations
Solution Study
Digital Marketing
Roles Matrix
Public Relations
Vendors Matrix
PR System
Vendor Evaluation
PR System
RFP Template
PUBLIC RELATIONS
Maturity Model
STAGE 4 - World-Class
STAGE 3 - Mature
STAGE 2 - Progressive
Public STAGE 1 - Undefined
Relations
A strategy is in place that has produced A sustainable strategy is in place
Need for a strategy becomes apparent some results; Investments are made to that produces consistent results and
No defined strategy or process for and strategy formulation begins by trial increase strategy effectiveness creates measurable value
Orientation Public Relations and error
Introduction
What Is the Purpose of This Playbook? How to Use This Consulting Playbook
To create and sustain a Public Relations (PR) program that produces This playbook consists of six stages, each with a description, steps,
measurable results. and action items. Action items include using our premium tools and
templates. Our intention with this playbook is to help you:
This playbook provides a blueprint for building a PR program that:
The PR function is often managed as part of the marketing depart- Adapt these proven “best practices” to your organization,
ment and funded through the marketing budget. with limited need for an outside consultant
Introduction
The focus of this playbook is on helping you establish an effective Stage 6 - Budget & Measurement
Media Relations process. This playbook may use the terms Public Public Relations Budget and Public Relations Metrics
Dashboard
Relations and Media Relations interchangeably.
Introduction
VIEW RESOURCE
Follow this simple step-by-step playbook to develop a Public Relations Crisis plan
that supports your company’s goals & objectives.
Learn
Assess
Notify
Manage
Communicate
Monitor
STAGE 1
Establish PR Objectives
The purpose of a PR program is to help your organization achieve its business objectives. For this reason, your PR program
should have specific, measurable objectives of its own. To embark on some PR initiative just because it seems like a good
idea is to risk lack of understanding among management, which could undermine support for the program.
As you develop your program’s objectives, make sure they meet the following criteria: relevant – they have real meaning
and applicability to your business and its objectives, realistic – they are attainable, measurable – they are quantifiable.
STEP 1 STEP 2
Take the Training Course: Public Relations Set Your PR Objectives
Set objectives by asking key questions such as: what business
Action Item goal is management trying to achieve? Objectives are the end
Take our 6-modules Training Course: Public Relations that game of your efforts to influence your target audience to know,
will help you develop a comprehensive public relations think or feel a certain way or do a certain thing.
strategy & plan. Once you’ve identified these objectives, express them using the
following framework:
Output-Oriented Objective: In conjunction with the new product Use our Public Relations Strategy Scorecard to docu-
launch, generate 250,000 impressions via placements in online ment your objectives, initiatives, metrics and timeframes
media, technology blogs and national trade publications within to achieve your goals. This concise plan is great to show
three months of the product announcement date. senior managers.
STAGE 2
Internal Self-Assessment
With objectives established, you should now assess your organization’s ability to achieve them by
assessing your current state of Public Relations readiness across each of these process categories:
media awareness, positioning, internal support, expertise, process, relationships.
STEP 1 STEP 2
Audit Your State of PR Readiness Prioritize Areas for Improvement
Use our Media Relations and PR Audit to assess your Document an action plan to address deficiencies the assess-
existing program and identify your strengths, weaknesses, ment identifies.
and areas for immediate improvement.
Key Challenges Impact Potential Solutions
Purchase a
No relationships
High subscription to
VIEW RESOURCE with media
a PR database
STEP 3 STEP 4
Allocate Resources with PR Expertise Audit Technology
Acquire the expertise you need to run a successful PR Read our Public Relations Solution Study and highlight
program. insights, the landscape, and the vendors associated with
the PR space.
approach for small to medium businesses starting out. Success in Public Relations continues to depend on skill in
3. Enter a Relationship with an Agency – best suited for medium building relationships and influencing the influencers with effec-
to large companies where PR is a strategic initiative. Use the tive, timely communication of relevant content. Public Relations
PR Agency RFP Template and PR Agency Selection Tool to solutions facilitate the success of their users by helping them
help find the ideal agency. better manage relationships and communications processes.
STEP 5 STEP 6
Research Vendors Select PR Solution
Use our Public Relations Vendors Matrix to obtain infor- Use our Public Relations System Vendor Evaluation
mation about key vendors that provide Public Relations to compare Public Relations vendor solutions based on
solutions. your requirements.
You need to learn about key vendors of Public Relations solu- Key benefits of this tool include:
tions. Our Vendors Matrix allows you to collect basic information Logical apples-to-apples comparison
that improve understanding of what a Public Relations vendor
Documents requirements & necessity
can provide to your company.
Provides visual report for results
STAGE 3
Traditionally, a PR program focused only on members of the media (earned media). In this era of
channels for self-publishing content, such as blogs and social media, companies own channels
(owned media) that directly reach their target audience.
STEP 1 STEP 2
Define Your Target Audience Profiles Listen to Target Audience Conversations
Use our Customer Profile Template to create fictional Monitor traditional media and social media to understand
personas or profiles for the key audiences you intend to what is being said about you.
target with your communications and PR efforts.
This may include online conversations or stories about your:
Company
Products
VIEW RESOURCE
Competitors
Market space
What are the typical profiles that need to be created? A social media monitoring tool can ensure you’re catching every-
End Users – what are they looking for in a product? thing of importance that is said online. Google Alerts is a free
Economic Buyers – how can you prove ROI? option that is easy to set up and help you start your monitoring
process. You will use the intelligence you gather to help you craft
Technical Evaluators – what assurances do they need?
relevant, intelligent messages during Stage 4.
STEP 3 STEP 4
Create a Database of Media Contacts Identify Editorial Calendar Opportunities
Identify media channels and specific members of the Review editorial calendars to learn when relevant stories
media that publish content for your target audience and are planned for publication. Once again, use the Editorial
use the Editorial Calendar Template to maintain a data- Calendar Template to track these opportunities and their
base of media contacts. associated important deadlines.
How can you simplify the process of building relationships with What needs to be tracked in the Editorial Calendar Template?
media contacts? Publication Name Publication Date
1. Sign up for a subscription to an external media database. Content Type Owner
2. Study published content from media sources to learn their Title Editor
editorial focus.
Importance Writer
3. Identify the specific journalists that cover stories for your target
Deadline Status
audience.
STAGE 4
You will probably want to define key messages at both the company level and product level.
STEP 1 STEP 2
Define Your Positioning Statement Draft & Prioritize Key Messages
Use the Positioning Statement Worksheet to define a Use the Message Mapping Tool to document the key
positioning statement that describes your product, defines messages that are important for your target audience to
its differentiation and shows how you will create value for hear about your company or its products.
customers.
STEP 3 STEP 4
Schedule & Prepare Communications Standardize Press Release Formatting
Use the Public Relations Calendar to track activities, timing, Use the Press Release Template to ensure you are preparing
type of communication and channel through which you your releases in a format the media expects, as many of the
should emit it. After the scheduling, it’s all about execution! communications you emit will go out in this form.
The communications you could prepare may include topics such as: Properly formatted Press Releases should have the following
New product announcements structure:
Partnerships Headline
STAGE 5
These assets include: internal subject matter experts that can serve as spokespersons, satisfied customers that
will provide references or speak to the media, white papers, case studies, survey results, other research, product
marketing literature or other sales collateral, press releases and other corporate communications, clippings from
any previous media exposure and outdated Press Kits if they exist.
STEP 1 STEP 2
Develop or Update Your Press Kit Create a Directory of Experts
Use our Press Kit Checklist to assemble an up-to-date Identify all subject matter experts, in or outside of your
Press Kit. Be sure to create both high quality printed and company, that will speak to the media on your behalf. Main-
online versions. tain a directory of their contact information and their areas
of expertise.
VIEW RESOURCE Let them know why you’re adding them to the directory.
Create the expectation of possible future media contact.
STEP 3
Complete Media Coaching
Action Item
STAGE 6
Traditionally, many organizations have used the metric of “Ad Value Equivalency” to measure the effectiveness of their PR program. While this
method can provide a rough indicator of success, it has many limitations. Demand Metric advises clients to abandon this method and opt for
more modern tracking mechanisms that include the tone and overall impact of the placement.
Nevertheless, we have clients who continue to use this method so we have included this as an optional step.
STEP 1 STEP 2
Develop Your Public Relations Budget Build Your PR Program Dashboard
Use our Public Relations Budget Template to detail the Use our Public Relations Metrics Dashboard to track and
expected costs for your program and get approval for report on your PR results.
funding.
Common PR program expenses include: Your PR measurement metrics should link directly to the “objec-
Agency fees tives” you identified during Stage 1. Common PR program metrics
include:
Wire distribution fees
Media placements – coverage in various media channels.
Press kit materials costs
Communications – news emissions: press release, blog, social media.
Media database subscription
Web analytics – traffic from links in PR content
Social media monitoring solution costs
Social media traction – “Likes”, re-tweets, wall postings, etc.
Travel costs (if you plan press tours or to meet the media at events)
Relationships – how often you’re contacted as a source for a story, etc.
STEP 3 STEP 4
Track Ad Value Equivalency* (optional) Measure & track cost per impression
As an alternative to Ad Equivalency Value, measure and
Action Item track the cost per impression. While impressions are truly
Use our Competitive PR and Advertising Analysis to only impressions if someone sees a media placement, the
track your PR and advertising programs, and those of metric is still valid.
your top competitors, to determine Ad Spend to Ad Value Components:
Equivalency ratios.
Cost: the total cost of producing the media
placement.
STEP 5
Reporting
Action Item
Key metrics
Pending stories
Conclusion
At the end of any business process, it’s always a good idea to review it
and identify areas for improvement.
Demand Metric has the tools and expertise to help you with the
following:
Set up a public relations plan
Create or audit your public relations process
Assist with using any of the tools referenced in this playbook
Provide hands-on assistance to accelerate achieving your goals.
PUBLIC RELATIONS PLAN
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