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             Strategic Planning
                 Defining the problem
Objectives
• By the end of class, you should be able to:
      •   identify the role research plays in PR program
          management

      •   analyze how the four-step problem solving process
          applies to the PR field

      •   synthesize materials related to problem statements
          into crafting a useful statement

      •   apply understanding of the public relations problem
          solving process to the development of a strategic
          plan (step one) for a client
“Research is the most powerful tool
available to the applied practitioner”
                 - Dr. Edward Robinson




                 Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill.
Four-step problem
       solving approach

• Define the problem (or opportunity)
• Planning and programming
• Taking action and communicating
• Evaluating the program
Four-step problem
   solving approach
• Define the problem (or opportunity)
     •   probing and monitoring knowledge,
         opinions, attitudes and behaviours of
         those concerned with and affected by the
         acts and policies of the organization

     •   provides the foundation for the rest of
         the plan
Four-step problem
   solving approach

• Planning and programming
   •   Information gathered in step one informs
       decisions about publics, objectives, action
       and communication strategies, tactics and
       goals
Four-step problem
       solving approach
• Taking action and communicating
     •   Implementation of decisions made in step
         three including:

         program of action and communication
         designed to meet the specific objectives for
         each public to accomplish the program
         objective
Four-step problem
       solving approach

• Evaluating the program
     •   final step -- accessing the preparation,
         implementation and results of the program.

     •   adjustments are made while program is
         being implemented based on feedback
Four-step Public Relations Process
                      -- The model
                                                                                                              1. Defining the
      4. Evaluating the                                                                                          problem
          program



                          How are we doing, or                  “What’s happing now?”
                            how did we do?


                              Assessment                      Situation analysis

                          Implementation                         Strategy
                                                                                                                            2. Planning &
3. Taking action &                                                                                                          programming
                           “Who should do and say it?
 communicating              When, where and how?”
                                                               “What should we do and say,
                                                                       and why?”




                                            Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill.
The role of research
•   reduces uncertainty

•   scientific alternative to tenacity, authority and
    intuition

•   enables the presentation and advocation of
    proposals supported by evidence and theory

•   can take the form of systematic listening (feedback
    tells the communicator how the message is being
    received). Failure to listen can result in purposeless
    “communications”
Defining the problem
           “What’s happing now?”

•   Begins with a value judgement - something is
    wrong or could be better

     •   organization goals provide the criteria for
         making such judgements

     •   objective, systematic research task that
         answers: the dimension of the problem,
         factors that contribute to/or alleviate the
         problem and what publics are involved?
Problem statement
•   written in present tense

•   is specific, measurable and answers:
     •   what is the source of the problem?

     •   where is this a problem?

     •   when is this a problem?

     •   who is involved or affected?

     •   how are they involved or affected?

     •   why is this a concern to the organization and publics?
Group discussion/activity
Formulate a problem statement based on the description
provided in class

            Remember

            •   what is the source of the problem?

            •   where is this a problem?

            •   when is this a problem?

            •   who is involved or affected?

            •   how are they involved or affected?

            •   why is this a concern to the organization and
                publics?
Situation analysis vs.
          problem statement
• Problem statement is a concise statement
  or paragraph
• Situational analysis is all that is known
  about a situation
      •   all background information

      •   often referred to as “fact book”

  •   Internal and external factors provide
      information required to inform a SWOT analysis
Situational analysis
• Internal factors
  •   organization policies, procedures and actions
      related to the problem statement

  •   review of perceptions and actions of key actors
      in the organization , structures and process of
      organizational units relevant to the problem and
      history of the organization’s involvement

  •   communication audit

  •   organizational almanac
Situational analysis
•   External factors
    •   systematic review of the problem situation
        outside the organization
    •   stakeholder analysis
           •   Van Leuven’s theory
Content of situation
     analysis
Class activity

• List examples of internal factors
• List examples of external factors
SWOT Analysis
•   SO strategies: build on organizational strengths to
    take advantage of opportunities in the external
    environment

•   ST strategies: build on organizational strengths to
    counter threats in the external environment

•   WO strategies: attempt to minimize organizational
    weaknesses to take advantage of external
    opportunities

•   WT strategies: attempt to minimize both
    organizational weaknesses and environmental
    threats
Research
“You cannot practice public relations today --
successfully or effectively without research”
                            Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill.




•   Informal or “exploratory” methods
    •   personal contacts, key informants, focus groups and community
        forums, advisory committees and boards, ombudsperson, call-in
        telephone lines, mail analysis, online sources and field reports




•   Formal methods
    •   secondary analysis and online databases, content analysis and surveys

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Irwin keri 6107_class slides

  • 1. PBRL: 1010 Strategic Planning Defining the problem
  • 2. Objectives • By the end of class, you should be able to: • identify the role research plays in PR program management • analyze how the four-step problem solving process applies to the PR field • synthesize materials related to problem statements into crafting a useful statement • apply understanding of the public relations problem solving process to the development of a strategic plan (step one) for a client
  • 3. “Research is the most powerful tool available to the applied practitioner” - Dr. Edward Robinson Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill.
  • 4. Four-step problem solving approach • Define the problem (or opportunity) • Planning and programming • Taking action and communicating • Evaluating the program
  • 5. Four-step problem solving approach • Define the problem (or opportunity) • probing and monitoring knowledge, opinions, attitudes and behaviours of those concerned with and affected by the acts and policies of the organization • provides the foundation for the rest of the plan
  • 6. Four-step problem solving approach • Planning and programming • Information gathered in step one informs decisions about publics, objectives, action and communication strategies, tactics and goals
  • 7. Four-step problem solving approach • Taking action and communicating • Implementation of decisions made in step three including: program of action and communication designed to meet the specific objectives for each public to accomplish the program objective
  • 8. Four-step problem solving approach • Evaluating the program • final step -- accessing the preparation, implementation and results of the program. • adjustments are made while program is being implemented based on feedback
  • 9. Four-step Public Relations Process -- The model 1. Defining the 4. Evaluating the problem program How are we doing, or “What’s happing now?” how did we do? Assessment Situation analysis Implementation Strategy 2. Planning & 3. Taking action & programming “Who should do and say it? communicating When, where and how?” “What should we do and say, and why?” Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill.
  • 10. The role of research • reduces uncertainty • scientific alternative to tenacity, authority and intuition • enables the presentation and advocation of proposals supported by evidence and theory • can take the form of systematic listening (feedback tells the communicator how the message is being received). Failure to listen can result in purposeless “communications”
  • 11. Defining the problem “What’s happing now?” • Begins with a value judgement - something is wrong or could be better • organization goals provide the criteria for making such judgements • objective, systematic research task that answers: the dimension of the problem, factors that contribute to/or alleviate the problem and what publics are involved?
  • 12. Problem statement • written in present tense • is specific, measurable and answers: • what is the source of the problem? • where is this a problem? • when is this a problem? • who is involved or affected? • how are they involved or affected? • why is this a concern to the organization and publics?
  • 13. Group discussion/activity Formulate a problem statement based on the description provided in class Remember • what is the source of the problem? • where is this a problem? • when is this a problem? • who is involved or affected? • how are they involved or affected? • why is this a concern to the organization and publics?
  • 14. Situation analysis vs. problem statement • Problem statement is a concise statement or paragraph • Situational analysis is all that is known about a situation • all background information • often referred to as “fact book” • Internal and external factors provide information required to inform a SWOT analysis
  • 15. Situational analysis • Internal factors • organization policies, procedures and actions related to the problem statement • review of perceptions and actions of key actors in the organization , structures and process of organizational units relevant to the problem and history of the organization’s involvement • communication audit • organizational almanac
  • 16. Situational analysis • External factors • systematic review of the problem situation outside the organization • stakeholder analysis • Van Leuven’s theory
  • 17. Content of situation analysis Class activity • List examples of internal factors • List examples of external factors
  • 18. SWOT Analysis • SO strategies: build on organizational strengths to take advantage of opportunities in the external environment • ST strategies: build on organizational strengths to counter threats in the external environment • WO strategies: attempt to minimize organizational weaknesses to take advantage of external opportunities • WT strategies: attempt to minimize both organizational weaknesses and environmental threats
  • 19. Research “You cannot practice public relations today -- successfully or effectively without research” Source: Cutlip, S. , Center, A. & Broom, G. (2006). Effective Public Relations (9th ed.). Pearson Prentice Hill. • Informal or “exploratory” methods • personal contacts, key informants, focus groups and community forums, advisory committees and boards, ombudsperson, call-in telephone lines, mail analysis, online sources and field reports • Formal methods • secondary analysis and online databases, content analysis and surveys

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