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Planning For Social
Media
Neil Major, Strategy Director (@neilmajor) and Matt
Butler, Junior Planner (@mattbutler07), Yomego
About this session
Two parts…
• What is strategy and
planning?
• How does it apply to social
media agencies?
What is planning?
In 1968 planning was born
in the UK
Stephen King (JWT) and Stanley Pollit (BMP) are the ancestors
of account planning
Aims
“It aimed to expose and dismantle stifling and unhelpful research
methodologies.
It devoted itself to developing a real and rounded understanding of the
consumer, rather than simply selecting and polishing selling propositions.
It sought to place thinking about the response of the consumer at the heart of
strategic and creative thinking.
It shifted the focus of advertising development from finding ways of selling
people stuff, to finding ways of making stuff buyable.
And it placed the quest for effectiveness above all other agendas, both internal
and external (it was strategic)”*
*Reclaiming Planning’s Radicalism, Martin Weigel, Planning Director W+K, 2014
http://martinweigel.org/2014/04/22/reclaiming-plannings-radicalism/
3 definitions of traditional
account planning
"The account planner is that member
of the agency's team who is the expert,
through background, training,
experience, and attitudes, at working
with information and getting it used -
not just marketing research but all the
information available to help solve a
client's advertising problems.”
- Stanley Pollitt
"Planners are involved and integrated in
the creation of marketing strategy and
ads. Their responsibility is to bring the
consumer to the forefront of the process
and to inspire the team to work with the
consumer in mind. The planner has a
point of view about the consumer and is
not shy about expressing it."
- Fortini-Campbell
“The account planner: the
customer’s representative within the
agency.”
- Drayton Bird
What makes a good strategy?
• Able to evolve
• Able to cope with uncertainty
• Doesn’t fall apart in extremes
• Makes resources go further (generates power)
• Provides insight into conflicts/blocks
• Other stakeholders are complementary to its objectives
(shared ideal)
Process in account
planning
Receive Brief
from client
Carry out
research
related to
consumer and
brief
Write creative
brief and
present to
creative team
Process in account
planning
Rationalise
advertising
and
messaging to
client
Pre-test ads
following
clients
approval
Evaluate
success of
campaign
Yomego’s planning process
There’s a lot here. Let’s take a
look at how this means that the
way we approach planning
differs from a traditional
advertising agency
We’re not an ad agency
What does planning
mean for us?
We certainly have no shortage of
information to process
Where we differ
We don’t have creative teams
(copywriter and designer)
We are creative as an agency
….we do have designers though

Where we differ
Media types are not defined –
and may not even be media
Digital work is often unique,
bespoke and new
Where we differ
We don’t have to just focus on
the end user. We have to think
about how we reach them
(propogation)
Our planning framework
Networks
Brand User
All three
must be taken
into account
1. Brand success criteria
Something the client can
contribute in – be a valid part of
the conversation
2. User success criteria
The activity has to be something
that the user will want to interact
with (and ideally share) and be
something that alters their
relationship with the brand in
positive
3. Network success criteria
The activity needs to be both
technologically appropriate for
the media and also something
that will be welcomed by the
community there
… We can’t just buy our way in

What’s missing?
What is an insight?
Lots of definitions. Here’s mine.
“Information that can be
leveraged to strategic effect
(effectiveness)”
…Three types
Something new
Something old, used in a new
way
Things combined in unexpected
ways
New things
Brand Pebble Watch
User Selfie
Network Facebook Connect
Criteria Examples
Old things, new ways
Brand Pabst Blue Ribbon
User Planking
Network Hashtags
Criteria Examples
Unexpected combinations
Brand Diet Coke/Mentos
User Steampunk
Network Mashups
Criteria Examples
The brief is where these end up
…and hopefully lead to effective
planning (and creativity)
Recent successful
campaign for Tefal
(for full campaign
details get in touch)
Thank You!

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Planning for Social Media

  • 1. Planning For Social Media Neil Major, Strategy Director (@neilmajor) and Matt Butler, Junior Planner (@mattbutler07), Yomego
  • 2. About this session Two parts… • What is strategy and planning? • How does it apply to social media agencies?
  • 4. In 1968 planning was born in the UK Stephen King (JWT) and Stanley Pollit (BMP) are the ancestors of account planning
  • 5. Aims “It aimed to expose and dismantle stifling and unhelpful research methodologies. It devoted itself to developing a real and rounded understanding of the consumer, rather than simply selecting and polishing selling propositions. It sought to place thinking about the response of the consumer at the heart of strategic and creative thinking. It shifted the focus of advertising development from finding ways of selling people stuff, to finding ways of making stuff buyable. And it placed the quest for effectiveness above all other agendas, both internal and external (it was strategic)”* *Reclaiming Planning’s Radicalism, Martin Weigel, Planning Director W+K, 2014 http://martinweigel.org/2014/04/22/reclaiming-plannings-radicalism/
  • 6. 3 definitions of traditional account planning
  • 7. "The account planner is that member of the agency's team who is the expert, through background, training, experience, and attitudes, at working with information and getting it used - not just marketing research but all the information available to help solve a client's advertising problems.” - Stanley Pollitt
  • 8. "Planners are involved and integrated in the creation of marketing strategy and ads. Their responsibility is to bring the consumer to the forefront of the process and to inspire the team to work with the consumer in mind. The planner has a point of view about the consumer and is not shy about expressing it." - Fortini-Campbell
  • 9. “The account planner: the customer’s representative within the agency.” - Drayton Bird
  • 10. What makes a good strategy? • Able to evolve • Able to cope with uncertainty • Doesn’t fall apart in extremes • Makes resources go further (generates power) • Provides insight into conflicts/blocks • Other stakeholders are complementary to its objectives (shared ideal)
  • 11. Process in account planning Receive Brief from client Carry out research related to consumer and brief Write creative brief and present to creative team
  • 12. Process in account planning Rationalise advertising and messaging to client Pre-test ads following clients approval Evaluate success of campaign
  • 13. Yomego’s planning process There’s a lot here. Let’s take a look at how this means that the way we approach planning differs from a traditional advertising agency
  • 14. We’re not an ad agency What does planning mean for us?
  • 15. We certainly have no shortage of information to process
  • 16. Where we differ We don’t have creative teams (copywriter and designer) We are creative as an agency ….we do have designers though 
  • 17. Where we differ Media types are not defined – and may not even be media Digital work is often unique, bespoke and new
  • 18. Where we differ We don’t have to just focus on the end user. We have to think about how we reach them (propogation)
  • 19. Our planning framework Networks Brand User All three must be taken into account
  • 20. 1. Brand success criteria Something the client can contribute in – be a valid part of the conversation
  • 21. 2. User success criteria The activity has to be something that the user will want to interact with (and ideally share) and be something that alters their relationship with the brand in positive
  • 22. 3. Network success criteria The activity needs to be both technologically appropriate for the media and also something that will be welcomed by the community there … We can’t just buy our way in 
  • 24. What is an insight? Lots of definitions. Here’s mine. “Information that can be leveraged to strategic effect (effectiveness)” …Three types
  • 26. Something old, used in a new way
  • 27. Things combined in unexpected ways
  • 28. New things Brand Pebble Watch User Selfie Network Facebook Connect Criteria Examples
  • 29. Old things, new ways Brand Pabst Blue Ribbon User Planking Network Hashtags Criteria Examples
  • 30. Unexpected combinations Brand Diet Coke/Mentos User Steampunk Network Mashups Criteria Examples
  • 31. The brief is where these end up
  • 32. …and hopefully lead to effective planning (and creativity) Recent successful campaign for Tefal (for full campaign details get in touch)