Environmental pollution
Step 1: Describe the social issue, background, purpose, and focus of your social campaign
v Briefly identify the social issue, sometimes referred to as the “wicked problem,” your plan will be addressing (e.g., tobacco use, air pollution, water contamination, literacy, homelessness, etc.).
v Identify any sponsoring organizations you plan to collaborate with in developing and implementing your campaign. These may be local or national organizations.
v Summarize key background information leading to the development of this plan, ideally using reliable statistics (e.g., percent of unplanned teen pregnancies)
v What is the campaign purpose, the intended impact (e.g., reduced teen pregnancies by 25% by 2020)?
v What is the campaign focus, the approach you will be using to contribute to your plan’s purpose? Areas of focus may be behavior-related, population-related, or product-related strategies.
Step 2: Conduct a situational analysis (SWOT)
v What organizational strengths will your plan maximize?
v What organizational weaknesses will your plan minimize?
v What environmental opportunities will your plan take advantage of?
v What environmental threats will your plan prepare for?
v What prior and similar campaign efforts are noteworthy?
For your final project, your team will design a strategic communication campaign aimed at influencing a specific target audience to: (1) start a new positive behavior, (2) not start a negative behavior, (3) change their current positive/negative behavior (e.g., increase or reduce frequency), and/or (4) give up a current negative behavior as a way to help address a social issue/problem. This is a breakdown of steps 1-5.
It is recommended that you use the following breakdown as a template for the paper.
Step 1: Describe the social issue, background, purpose, and focus of your social campaign
· Briefly identify the social issue, sometimes referred to as the “wicked problem,” your plan will be addressing (e.g., tobacco use, air pollution, water contamination, literacy, homelessness, etc.).
· Identify any sponsoring organizations you plan to collaborate with in developing and implementing your campaign. These may be local or national organizations.
· Summarize key background information leading to the development of this plan, ideally using reliable statistics (e.g., percent of unplanned teen pregnancies)
· What is the campaign purpose, the intended impact (e.g., reduced teen pregnancies by 25% by 2020)?
· What is the campaign focus, the approach you will be using to contribute to your plan’s purpose? Areas of focus may be behavior-related, population-related, or product-related strategies.
Step 2: Conduct a situational analysis (SWOT)
· What organizational strengths will your plan maximize?
· What organizational weaknesses will your plan minimize?
· What environmental opportunities will your plan take advantage of?
· What environmental threats will your plan prepare for?
· What prior and similar campaign efforts are noteworthy?
Behavior Objectives and Setting Target Goals
Chapter 7
1
Setting Campaign Objectives
2
Behavior: What do you want your audience to do?
Set of 5 criteria helps to narrow down behavioral choice
Impact, willingness, measurability, market opportunity, & market supply
Knowledge: What do you want your audience to know?
Refers to objective information provided to your audience. Not opinion.
Belief: What do you want your audience to believe?
Refers to messages aimed at altering attitudes, opinions, or feelings
Criteria for Selecting Behavior
Relative to other behavior options, how does a given social behavior rate in terms of:
Impact
Willingness
Measurability
Market opportunity
Market supply
3
Behavioral Objective: Energy Conservation
Behavior
Impact Willingness Measurability Market Opportunity Market Supply
Switching to fluorescent light bulbs
Use less hot water
Adjusting thermostat setting
Line dry your wet laundry
Rate Each Scale 1-5 where 5 is high.
Best guesses relative to others on the List
4
Knowledge Objectives: Examples
5
Information to motivate behavior
% of women who have heart attacks
Why cigarette butts are harmful to environment
Amt. of energy saved by unplugging unused electronics
Information to assist audience to do the behavior
How to prepare for an earthquake
Phone number for battered women
Belief Objectives: Examples
6
Beliefs can be influenced via messages as well.
Increased physical activity will help you sleep better
You are at risk texting and driving
Proper disposal of your pet’s waste makes a difference
Beliefs are individual perceptions & often can be identified via looking at different models of behavior change
Specifying Target Goals
7
Social campaigns need to identify specific projected goals they hope to achieve.
Changes must be attributable to the campaign.
Goals should be described using the SMART acronym.
Specific
Measurable
Achievable
Relevant
Time-bound
Resources for Setting Target Goals
A variety of options are available to provide benchmarks that can be used to help set target campaign goals.
Here are some examples…
CDC’s Behavioral Risk Factor Surveillance System
Healthy People 2020
Data from peers in other agencies
Data from nonprofits and foundations with a related focus
Academic studies
Federal agencies
8
Alternative Means for Goal Setting
In situations where clear benchmarks are not available, the campaign can focus on setting goals for:
Campaign awareness
Knowledge change
Beliefs
Response to campaign elements
Intent to change
9
Defining and Distinguishing Social Marketing
Chapter 1
What Is Social Marketing?
Social marketing is a process that uses marketing principles and techniques to:
Influence behavior change
Utilize a systematic planning process
Focus on priority audience segments
Deliver a positive benefit for individuals and society
Differs from other forms of marketing:
Commercial marketing
Nonprofit/NGO marketing
Public sector marketing
Cause promotions marketing
Comparing Social & Commercial Marketing
Similarities
Adopt a customer orientation
Operate from an exchange theory perspective
Rely heavily on marketing research
Engage in audience segmentation & creation of unique marketing mix
Measure results to improve for the future
Differences
Beneficiaries for commercial marketing are corporations and shareholders
Beneficiaries for social marketing are society and individuals
Linkage to Strategic Communication Campaigns
4
Strategic communication campaigns can be studied from the lens of social marketing.
Strategic communication campaigns have the same planning process.
Who Does Social Marketing?
Public sector agencies
Nonprofit organizations and foundations
Professionals working in certain for-profit organizations
Professionals working in social marketing organizations
Social Issues Addressed via Social Marketing Campaigns
Health-related behaviors
Injury prevention-related behavior
Environmental behaviors
Community involvement behaviors
Financial behaviors
Additional Ways to Influence Individual Behaviors
Reliance on technology & science
Enactment of policies, laws, regulations
Improvements in infrastructures & built environments
Changes in corporate policies & business practice
Greater education through schools, news, & media
Targeting Upstream and Midstream Audiences
Common Barriers to Influencing Behaviors
Inconvenience and lack of accessibility
Unwillingness to give up pleasure/comfort
Potential harm to self or our relationships
Lack of confidence in personal skills or will power
Selecting Audiences
Chapter 6
Audience Segmentation
2
Defined as the process of creating homogenous segments
Campaigners can either adopt an a priori process or a post-hoc process.
Segmentation of audiences can be based on traditional variables or theory-driven variables.
Benefits of Segmentation
3
Increased effectiveness
Increased efficiency
Provide input for resource allocation
Provide input for developing strategies
Traditional Variables
Demographic factors
Age, gender, education, income, social class
Geographical factors
Region of country, neighborhood,
Psychographic factors
A person’s lifestyle, membership in various social organizations, & media exposure
Behavioral factors
Usage rate, user status, loyalty status, readiness for adoption
4
Stages of Change Model
5
Individuals can be classified into 5 stages of readiness for behavior change:
Pre-contemplation
Contemplation
Preparation
Action
Maintenance
Termination stage applies to individuals that have moved beyond the point of relapses for a problematic behavior.
Patterns of behavior change occur in a spiral fashion due to relapse or changes in motivation.
Diffusion of Innovations Model
Diffusion of innovation theory classifies individuals into 1 of 5 categories in terms of readiness for adoption:
Innovators
Early adopters
Early majority
Late majority
Laggards
Behavioral influence approach varies based on the diffusion of innovation category people belong to.
6
Diffusion of Innovations Model
Other Segmentation Models
8
Healthystyles segmentation
Health orientation
Lifestyle behaviors
Readiness for behavior change
Environmental segmentation
Alarmed
Concerned
Cautious
Disengaged
Doubtful
Dismissive
Generational Segmentation
Segments of audiences based on the generation they were born into:
Traditionalists
Baby boomers
Generation X
Generation Y
Millennials
Generation Z/post-millennials
9
Evaluating Segments
Effectiveness Potential
Segment size
Problem incidence
Problem severity
Defenselessness
Efficiency Potential
Reachability
General responsiveness
Incremental costs
Responsiveness to marketing mix
Organizational capabilities
10
Target Audience Selection
11
In selecting the final target audience, social marketing campaigns can engage in:
Undifferentiated marketing
Differentiated marketing
Concentrated marketing
Choice of segments can also be decided based on 1 of 4 guiding principles.
Greatest need
Readiness to change
Accessibility/reach
Best match to organization
Crafting a Desired Positioning Statement
Chapter 9
1
What is a Positioning Statement?
2
Defined: Designing the organization’s actual and perceived offering in such a way that it lands on and occupies a distinctive place in the mind of the target audience
Format: We want (target audience) to see (target behavior):
As a clear set of actions
As easy to do despite perceived barriers
As a set of benefits
As better than the alternatives
In a new light
Behavior-Focused Positioning
Focus is on describing clearly the specific behavior.
Goal is to get people to retain and recall knowledge regarding how to carry out the behavior.
Particularly useful positioning strategy when dealing with a new behavior or a complex behavior.
3
Barriers-Focused Positioning
4
Highlights how easy and simple it is to perform the target behavior despite barriers.
Goal is to build feelings of self-efficacy within the target audience.
Some good campaign examples include:
Quit lines for smokers
Recycling programs for cell phones & electronics
Benefits-Focused Positioning
5
Goal is to highlight the benefits for the target audience in doing the promoted behavior.
Emphasis of this type of positioning is on clearly communicating the incentives for taking up the targeted behavior.
Competition-Focused Positioning
Focus is on highlighting how the target behavior is superior to competing behaviors.
The goal is to create competitive superiority for your promoted behavior.
Benefit-to-benefit superiority
Benefit-to-cost superiority
Cost-to-benefit superiority
Cost-to-cost superiority
6
Repositioning
7
Focus is on changing the current positioning statement for your target behavior.
Due to 3 reasons:
New audiences
Image problem
Poor evaluation
Three changes should be made to reposition a campaign that suffers from an image problem.
More fun
More accessible
More normative
Positioning and Branding
Campaign positioning is related to the concept of branding in 3 ways.
Positioning help campaigns establish their brand identity
Positioning Help campaigns foster a specific brand image
Positioning helps campaign become a brand through using different visual elements.
Ethical Considerations of Positioning
It is vital campaigners try to be ethical when using positioning
Behavior focused
Benefits focused
Barriers focused
Competition focused
Repositioning
9
Pretesting Research
10
Process of testing campaign messages for its perceived effectiveness prior to implementation.
There are 5 key elements to be assessed as part of pretesting.
Attention
Message comprehension
Strong and weak points within the message
Personal relevance of the message
Identifying sensitive or controversial elements
Steps 1 and 2: Social Issue, Purpose, Focus, Situation Analysis
Chapter 5
Describing the Social Issue
2
The social issue is best defined as the “wicked problem” to be addressed.
Identify sponsoring organization(s)
Provide relevant background information
Use facts and credible data to justify why this social issue.
3 main sources include:
Current statistics
Precipitating events
Disturbing trends
Describe the Purpose
3
Highlight benefits or impacts of the program
Typically a social marketing campaign has 1 of 4 purposes in mind.
Typically have as its purpose to decrease or reduce, improve, increase, or eliminate something in order to yield societal benefits
Different from campaign objectives or campaign goals
Campaign objectives
Campaign goals
Describe the Focus
4
Social marketing campaigns address 1 of 3 areas of focus.
Behavior-related
Population-related
Product-related
A set of criteria helps campaign planner decide which area(s) of focus to concentrate on:
Behavior change potential
Market supply
Organizational match
Funding potential & appeal
Impact
Situational Analysis
5
Conduct SWOT
Internal Factors: Resources, Expertise, Management Support, Past Performance
Strengths to maximize
Weaknesses to minimize
External Forces: Cultural, Socioeconomic, Economic, Political/Legal, External Publics
Opportunities to take advantage of
Threats to prepare for
Review of past/similar efforts
Organizational Assessment
6
Resources
Service delivery capabilities
Management support
Issue priority
Internal publics
Current alliances & partners
Past performance
External Assessment
7
Cultural forces
Technological forces
Demographic forces
Natural forces
Economic forces
Political/legal forces
External publics
Review of Past Efforts
8
Target audiences – who has not yet been reached?
Strategies – what has been tried to influence behaviors?
Results – what findings have their efforts yield?
Lessons learned – what has worked? What has not worked?
Existing research – reliance on other campaign data to build your case.
Potential materials to use – reliance on other campaigns for marketing materials
The Role of Exploratory Research When Choosing Focus
Exploratory Research: This is done prior to the implementation of the campaign.
Phase identifying campaign purpose & focus
Functions to help provide data on problem severity & identify populations at greatest risk; as well as highlight potential areas of focus.
Phase of situational analysis
Functions to help provide data for your overall audit of strengths, weaknesses, opportunities, & threats
Key Informant Interviews:
Past and similar efforts
Theoretical Models and Frameworks in Social Campaigns
Chapter 4
1
Role of Theories in Social Campaigns
2
Identify and select the right audience segment(s) to target
Identify the right set of of behaviors and goals to pursue in the campaign
Gain a deeper understanding of target audiences to improve our ability to influence social behaviors
Develop the right marketing mix (4P’s) to influence behavior change or adoption beyond.
Self-Control Theory
3
Self-control is defined as an individual’s ability to forego immediate or near-term pleasures that have some negative consequences.
Behaviors requiring self-control are said to “drain” individuals.
Has 2 important implications for social campaigns in terms of target behavior selection.
Choose target behaviors that require lower levels of self-control (
Propose sequential changes in behaviors that require high levels of self-control.
Goal-Setting Theory
Goals are best achieved when 5 principles are followed:
Clarity
Challenge
Commitment
Feedback
Task complexity
4
Self-Perception Theory
5
States that individuals often turn to observing their own behaviors to better perceive their self-concept.
Campaigns should strive to get individuals to enact multiple behaviors within a behavior category to promote long-term changes.
Key is to select behaviors that are consistent with a person’s self-concept.
Health Belief Model
T
6
Describes a set of beliefs that either motivate or discourage people to take on certain health behaviors.
Health decisions made based on a cost-benefit analysis of the situation:
Perceived threat vs. perceived efficacy
Perceived benefits vs. perceived costs of doing the recommended behavior
Behavior adoption will only occur when perceived efficacy > perceived threat & perceived benefits > perceived costs.
Health Belief Model
7
Perceived severity
Perceived susceptibility
Perceived benefits
Perceived costs
Cues to action
Behavior change will only occur under certain specific conditions.
Theory of Planned Behavior
8
Developed to explain the relationship between attitudes and behaviors.
Behavior is best predicted by behavioral intention.
Behavioral intention is predicted by:
Attitude towards performing the behavior
Subjective norm associated with the behavior
Perceived behavioral control
Integrative Model: Extension of TPB
9
Recently TPB has been reformulated to become the integrative model of behavioral prediction.
Integrative model provides 2 important additions to TPB
Attitudes, norms, and PBC are all influenced by a variety of background factors.
Environmental barriers can interfere with translation of intentions into actual behaviors.
Social Cognitive/Learning Theory
10
The core determinants of health behavior change include:
Knowledge of risks and benefits
Perceived self-efficacy
Outcome expectancies for benefits & costs
Perceived facilitators and impediments
Self-efficacy can be increased via direct observation or vicarious observation as well as through reciprocal determinism.
Social Norms Theory
11
Assumption is that in many situations, people misperceive norms due to:
Pluralistic ignorance
False consensus
Correction of misperceptions with disclosure of actual norms may help:
Decrease risky behaviors
Increase preventive behaviors
Increase discussion of controversial or sensitive social problems
Norms can either be explicit or implicit in nature, as well as subjective or personal.
Social Norms Theory
12
Two main types of norms are targeted in social campaigns: Descriptive and injunctive norms.
Each type of norm motivates social behavior for a different reason.
Misperception of norms more commonly occur under certain conditions:
Behavior is highly visible and public
Greater coverage or portrayal in the media
High level of social distance from the comparison source
Extended Parallel Process Model
13
Theory explains the conditions under which fear appeals succeed and fail.
Evaluation of fear appeal initiates two message appraisals:
Threat appraisal
Efficacy appraisal
Threat appraisal occurs first before efficacy appraisal
Four possible combinations after message appraisals:
Low threat & low efficacy
High threat & high efficacy
Low threat & high efficacy
High threat & low efficacy
Anger Activism Model
Anger is triggered by awareness of the obstruction of a goal and motivates removal of barriers.
Extent of activism to perform the target behavior depends on several factors:
Level of anger experienced
Level of efficacy perceived
Prior attitudes about the target behavior
Four clusters based on the model:
Activist group.
Empowered group
Angry group
Disinterested group
14
Negative State Relief Model
15
Argues that people are by nature motivated to “get rid of feelings of negative affect, while desiring feelings of positive affect. “
Emotional appeals designed to elicit sadness, guilt, and compassion are some common approaches to motivate social behaviors.
Different triggers are needed to elicit the right emotions in the audience:
Sadness
Guilt:
Compassion
Additional Frameworks
16
Nudge framework & behavioral economics
Nudges are defined as indirect suggestions
Behavioral economics remind us that people do not always act rationally in making behavior decisions
Examples of nudge campaigns include:
Grocery stores
Would you like to downsize that?
Red light/green light system
Additional Frameworks
Science of habit framework
Researchers have identified 3 components that make up any given behavioral habit (Cue, routine, and reward)
Hierarchy of effects model
Six levels are:
Awareness
Knowledge
Liking
Preference
Conviction
Purchase
Hierarchy can be broken up into 3 key areas of focus for a campaign to create impact
Cognitive impact
Affective impact
Conative impact
Campaigns can try to promote good habits or alter bad habits
Audience Insights
Chapter 8
1
Applying Exchange Theory
2
To influence behaviors among target audiences, it is critical they perceive benefits equal to or greater than perceived costs.
Exchange theory within the social marketing context differs from its use in the economic context:
Focuses on exchanges that may involve more than 2 parties
Applies to more than a simple exchange of money for tangible goods/services
Focuses on products that may be more symbolic or intangible
Applying Exchange Theory
Successful exchange requires identification of 5 elements.
Perceived barriers
Perceived benefits
Perceived motivators
Perceived competition
Perceived influential others
Identifying Barriers
I
4
Questions to address to help determine barriers:
What concerns do they have?
What do they think they will have to give or give up?
Do they think they can do it?
Why haven’t they done it in the past, or on a regular basis?
Why did they quit doing it?
Realize barriers can be internal or external & real or perceived
Identifying Benefits
5
Key question to answer:
What does the audience say is in it for them?
Benefits appealing to campaigners or campaign funders may not necessarily appeal to the target audience.
Campaigns are most effective when highlighting benefits relevant to the audience.
Desired Benefits for Target Audiences
Autonomy
Demonstrating competence
Sense of belonging (i.e., satisfies need for inclusion)
Provides us a sense of meaning or life purpose
Reflects self-identity
Provides justice for self or others
Elicits positive emotions or feelings
Cognitively economical
Potential Motivators
Refers to ideas that might make your target audience more likely to do the marketed behavior.
Specifically, consider if there are things that you could:
Say
Give
Show
Do for them
Identifying the Competition
8
Any social campaign will need to identify and overcome several types of competition.
Sources of competition include:
Preferred alternative behaviors
Behaviors been doing forever
Organizations & groups promoting counter-behaviors
Identifying the Competition
9
An alternative framework used by campaigners to determine competition highlights 4 sources:
Commercial counter-marketing
Social discouragement
Involuntary disinclinations
Apathy
Difficult to overcome these competitive forces within a campaign to influence behaviors.
Identifying Influential Others
10
Social campaigns can more effectively appeal to their target audiences by identifying others they:
Listen to
Watch or model after
Look up to or admire
Campaigns targeting midstream audiences may work better than downstream audiences.
Two-step flow model offers a reasonable explanation
Formative Research for Audience Insights
11
Formative research serves 3 critical functions for the campaign planner.
Understand audiences’ needs and preferences
Identify the most effective strategies or message approaches to reach the targeted audience
Decide on the best channels to use for distributing & placing campaign messages
A general model for conducting formative research is KAPB model.
1. Knowledge
2. Attitudes
3. Practices
4. Beliefs
Data Sources for Audience Insights
Literature and research
Discussions with peers and colleagues
Original research
The 10-Step Social Marketing Plan
Chapter 2
1
Perspectives on Social Marketing
2
The Production Perspective – Keep costs down & make it accessible.
The Product Perspective – Focus on quality, performance, & innovation.
The Selling Perspective – It’s all about promotion & doing so in an aggressive manner.
The Relationship Perspective – It’s all about cultivating the relationship via integrated marketing.
Describe the Social Issue, Background, Purpose, & Focus
3
Social issue: Identify the wicked problem
Background: Facts & information
Purpose: What is the potential impact of a successful campaign?
Focus: Identify the specific approaches to contribute to the plan’s purpose
Situational Analysis (SWOT)
4
Strengths: Organizational strengths & assets
Weaknesses: Organizational weaknesses
Opportunities: Environmental factors facilitating your campaign
Threats: Environmental factors inhibiting our campaign
Past or similar efforts
Selecting Target Audiences
5
Identify the bull’s-eye for your campaign effort
Focal segments
Interpersonal influencers
Institutional influencers
Provide a rich description of audiences to help identify the right set of campaign strategies
Size
Demographics
Geographical location
Values and lifestyle
Stage of change
Behavior Objectives & Goals
6
Behavior Objective: Specific behavior we want to influence the target audience to DO
Target Goal: Campaigns need to specify SMART goals to achieve
Specific
Measurable
Attainable
Relevant
Time bound
Identify Barriers, Benefits, Motivators, Competition, and Influential Others
7
Barriers: Anticipated costs for the target audience
Benefits: Anticipated rewards for the target audience
Motivators: Incentives that can motivate acceptance of the targeted behavior
Competition: Factors reinforcing their current behavior
Influential others: People that are likely to affect our behaviors on a personal level.
Develop a Positioning Statement
8
Describes how you want your target audience to see the target behavior
Involves influencing audiences to develop a specific mindset
Cognitive beliefs
Emotional reactions
The two pathways are referred to as active vs. passive approach to influencing social behaviors.
Activity
In the following 2 TV spots, what is the key “take-away” message communicated by the campaigners?
In your opinion, who are the target audience(s) for the 2 TV spots?
How effective do you think the TV spots were at expressing the positioning statement of the littering campaign?
Overall do you think the ads are effective at convincing people not to litter? Why or why not?
Develop the Strategic Marketing Mix
10
Product: Description of the target behavior highlighting benefits & additional incentives.
Core product
Actual product
Augmented product
Price: Perceived costs associated w/ taking up the target behavior.
Useful to mention disincentives
Place: Description of the delivery system to be used for campaign-related goods/services.
Promotion: Specific ways the campaign messages are to be marketed (messenger, channels, slogans)
Developing a Monitoring & Evaluation Plan
11
Four areas of assessments
Inputs
Outputs
Outcomes
Impact
How will you measure?
Identify the specific procedures for documenting observations
When?
When do you start the monitoring & evaluation process.
Budget & Finding Funding
12
Product-related costs
Price-related strategies
Place strategies
Promotion
Evaluation
Implementation Plan
Often considered the “real marketing plan”
Focus is on identifying who will do what, when, and for how long.
Ideally, social campaigns should plan to implement their plan for at least 3 years.
Why Is Systematic Planning Important?
Clarify purpose
Make appropriate decisions
Setting realistic objectives and goals
Ability to create real behavior change
It’s not linear, re-evaluate and adjust along the way
Where Does Research Fit In?