The New Rules of Marketing & PR by David Meerman Scott
The New Rules of Marketing & PR by David Meerman Scott was a fascinating book that I had as required reading for Quinnipiac University’s Social Media Platforms course (ICM522).
First of all, the premise is, like a lot of other books about the Internet and social media marketing, that marketing has become less of a one-size-fits-all/push system. Instead, it has instead evolved into a far more balanced bilateral conversation.
And perhaps the most interesting part of the book consists of the rules themselves, which are in Chapter 2, on page 31 and are as follows –
John Blossom wrote a rather interesting work. And so for Quinnipiac University’s Social Media Platform’s class (ICM 522), this book was assigned as required reading.
Blossom sharply and compellingly puts forth his case – the Internet has become home to more and more content creators all the time.
And this constitutes a very good thing indeed.
As publishing becomes push-button fast and friendly, publishers stop being gatekeepers. Suddenly, anyone with an idea and a connection can potentially become a publisher.
One of his most interesting takeaways appears on page 136, where he lays out Content Nation Enterprise Rule #1:
“Social media isn’t about technology; it’s about adapting to more effective patterns of communications being adopted by competitors.”
Hence for Blossom, the key benefits are –
Effective social media tools enable people to choose who they want to allow within their circle of communication (although that makes for silos and walled gardens these days!)
Effective social media tools make it easier to collect and organize communications from internal and external sources
and Effective social media tools make it easier to collaborate internally and externally to build and update valuable knowledge more effectively.
And I have to say that I agree with this. So much of what we read about social media centers around the platforms. In addition, the technology seems to overrule everything else, including common sense. And while everyone loves something shiny and new, it matters very little if the content behind it, well, frankly, stinks. Hence Blossom essentially disagrees with Marshall McLuhan. Therefore, the medium isn’t the message any more.
Instead, the message is the message.
And I think that is pretty damned powerful in this day and age of constant content creation, promotion, distribution, and deconstruction. But you make the call, gentle reader. Feel free to contact me if you disagree, okay?
User-centered design is the act of putting together websites in a way that users will understand them quickly. The last thing a website owner should want is for users to be scratching their heads over how things work. Or, worse, leaving because a site is so frustrating.
Communicating Design by Dan M. Brown takes this idea and brings it back to site development. That is, the reader is given the tools for presenting designs and their various documentations while a site is still in its nascent format.
The book spends a lot of time talking about design documentation. While this is all well and good and appropriate, the book also spends a lot of time talking about how to present these various documents at meetings. I have conducted numerous meetings in my career, and so this felt superfluous. But it’s not just that I have the experience; it’s also that the basics of presenting a document at a meeting were iterated and reiterated. After a while, I hope that a designer would understand how to be diplomatic and good at explaining designs and documents and descriptions. Repeating this information grew tiresome in short order. While it is possible that the intention was for the chapters to be used as standalones, the basics of presenting in a meeting were already there. Why not just tell the reader to check back in Chapters One and Two?
He thoroughly explained many documents, though, and about one-quarter of the way through the book, I realized that the process of design resembles that of iterative software development. Stop, start, tweak, start again, etc.
The document types presented were as follows:
Wireframes (this was rather helpful to me)
My rating would have gone higher if I had not already been there, done that, with so much of what was covered in this book. It’s a good, thorough resource for beginners.
Killer UX Design by Jodie Moule is a decent beginning book on user-centered design. What was probably of most interest to me was how close the process of user-centered design (at least, according to Ms. Moule) is to iterative software development.
I believe that anyone who is familiar at all with iterative software development might not need all of the basic information provided in this work.
Not High Tech Enough?
Further, I found that Ms. Moule pushed for a lot of rather manual and paper-centric activities surrounding design. While roughly sketching out a design or even a set of wireframes might be of great use to designers, those of us mere mortals who really can’t draw are going to end up with a lot of incoherent scribbles. My understanding is that Visio or even Photoshop or Adobe Illustrator would be the tools for this. Not that I don’t mind a cheaper and probably faster solution. But if all the illustrator can do is barely draw a circle or a square and a few stick figures, these sketches won’t necessarily make anything easier or more comprehensible.
Another curious aspect of the book was Ms. Moule’s push to involve users in numerous phases of the project. This made a great deal of sense. She starts users off with a kind of homework where they write about what interests them in the upcoming project. Users are invited to look at the sketches (again, bad sketches don’t necessarily help anyone, I feel). They are invited to evaluate the manufactured prototype, and to beta test the initial product and take it out for a spin. To my mind, the often manual and paper-based aspects of this made more sense, as users don’t always have access to the kind of technology, hardware and software, and talent that professional designers are going to have as a matter of course.
Furthermore, the book reads well. However, the end portions of each chapter (and of the entire book itself) end up as really the only parts that you need to know. The remaining details are all well and good. However, since I already knew the basics of iterative software development, they were a bit superfluous to me.
The book is better than average and is certainly of help. Hence readers with less experience with iterative software development will likely rate this work higher than I do.
Social Media Marketing by Liana Evans was a book that I might have read a little too late in the semester. In all fairness, I read this book toward the end of my first social media class at Quinnipiac (ICM 522).
Hence it felt like I already knew a lot of what was being written, but that was likely more a function of timing than anything else.
Been There, Done That
The book is interesting. However, I had just read a ton of other works about very similar work, strategies, and ideas. Therefore, it ended up being maybe one book too many. And it ended up an optional read, anyway. Furthermore, other works seemed to have said it better. And these days, books just do not get published fast enough to take proper advantage of trends and new insights. Blogs, in general (although not always!) end up more current and relevant.
Possibly the best takeaway I got from the book was when Evans talked about online communities, particularly in Chapter 33 – You Get What You Give. And on page 255, she writes –
You need to invest your resources
Time to research where the conversation is
Time and resources to develop a strategy
and Time and staff resources to engage community members
Time to listen to what they are saying, in the communities
Time and resources to measure successes and failures
Giving valuable content
It is similar to a bank account
Don’t bribe the community
Rewards come in all fashions
Research who your audience is
Give your audience something valuable and/or exclusive
Don’t expect you’ll know everything
Listen to what your audience says
Admit when you are wrong
Thank your community
Finally, much like we’ve been telling people for years on Able2know – listen before you speak!
But no matter. Because this is still a terrific work by Josh Bernoff and Charlene Li, and it remains more than a little relevant.
And in fact, I think I understand it better than I ever have.
Changing the Way You Think about Online Marketing for Good
For Li and Bernoff, the online world is a rich and diversified community. And in that large umbrella community, there are several smaller communities. But unlike in the case of the classic Matryoshka (Russian nesting dolls), there is an enormous amount of overlap.
Above all, they put forward the idea of a system called POST. And if you read nothing else, read this part of not just my review but of their book itself.
Personae – who are your potential buyers? Who are your readers? And who makes up your audience?
Objectives – what do you expect to get out of going online, and continuing online, or going in a different direction online?
Strategies – how will you implement your ideas? What comes first? In addition, what must wait?
Technologies – which platforms will you use? How will you use these differently as your strategy begins to click into place?
So the last time I read Groundswell, I suspect that I did not really understand POST.
And now I know never to start a social media campaign without it. So thanks to Charlene Li and Josh Bernoff! This work is a classic for a damned fine reason. It really is that good. Because you need this book in your social media library.
ICM 502 – Information Design Common to Biblical Texts
Biblical texts are fascinating, as are their designs.
What we today might consider to be problematic designs were much more typical years ago, particularly in the area of holy texts. That’s not so surprising when you consider that bibles were in far wider circulation before the printing press (scribes knew their buyer persona) and that, even after it was invented, there was still a great deal of illiteracy.
The two factors created a condition whereby a lot of prayer books and the like would be lettered or printed, and there would be a lot of illustration so as to help the illiterate faithful follow along.
Modern Design Issues
Design requirements are different now. For one thing, only maybe 14 percent of the US population is illiterate. While that figure is higher than most of us would like, it’s a lot better than it was after the Roman Empire fell, and literacy was a feature of no more than maybe 30 – 40 percent of the populace.
Because we don’t need so many pictures to help us along, Rebecca Hagen and Kim Golombisky, in White Space is Not Your Enemy, offer a list of layout sins on pages 31 – 42:
13 Amateur Layout Errors
Things that blink. Incessantly.
Naked photos (e. g. they need a border).
Bulky borders and boxes (use hairlines).
Corners and clutter – don’t fill the corners! Instead, group similar visual information together.
Trapped negative space – keep the negative space at the edges.
Tacky type emphasis – reversing, stroking, using all caps, and underlining.
Reversing – white copy on a dark background
Stroking – outline characters
Bad bullets – use real bullets, not just asterisks or emoticons, and align them.
Widows and orphans.
Justified rivers – don’t use fully justified (both sides) blocks of type. Help eliminate this by increasing column width or reducing font point size, or both. Or just don’t do it!
Biblical Text Designs
When it comes to biblical texts, violations of sins 4, 7, 8, and 9, seem to be common. I chose images outside of the readings as these designs seem to be ubiquitous for older religious texts.
In this image from a Gutenberg bible (Genesis 1: 1) currently housed at the Bayerische Staatsbibliothek, a lot of these sins come to the fore.
The border, though lovely and possibly unique, is also bulky (#4) and busy (#9), and clutters the corner space (#7). Negative space is trapped within the border (#8).
Furthermore, the lack of paragraph or verse breaks makes the columns look uniform but uninviting to read. The text feels unapproachable and forbidding.
There’s another bulky border in this image from a Koran which is currently housed in the David Collection at the Park Museer NE in Copenhagen, Denmark. This one has a lot of white space, with no visible spacings between sentences, except for the gold circles. The border feels imperfectly drawn although not freehand. Perhaps it was traced. At least there’s no corner clutter, and the border is relatively simple and not busy, but the design still commits the sin of bulky borders (#4). The large amount of margin space also appears strange. Because this is a holy text, it probably wasn’t meant for taking notes or annotating the text. So why is so much of the space being wasted? Contrast that with what’s inside the borders, where the text is cramped and takes up nearly all of the real estate.
The Gutenberg bible seems to be saying with its design is that illiterate parishioners can follow along, as can young children. The Koran, in contrast, is instead telling its reader to focus on reading and not view any graven images.
What are the differences between managing a media project (e. g. making a film) and managing another sort of endeavor? The defense of a legal case shows both differences and similarities.
At Vjeko.com, writer Vjekoslav Babic outlined the secrets of Hollywood project success in the context of a review of James Persse’s book on that subject. Babic was comparing media production to IT development, and found there were:
“8 important similarities between movies and IT:
Both deal in intangible product development.
Both are shaped to directly address a deadline-oriented business need.
Both require significant investments.
Both are built against a specification open to change.
Both rely on specialized production protocols and technologies.
Both require the integration and collaboration of specialized teams.
Both require careful analysis, design, execution, and integration.
Both must be thoughtfully delivered to their target audiences.”
Babic further noted, “…it distills down to a simple framework of five phases: development, preproduction, production, post-production and distribution.”
“…development roughly corresponds to project initiation, with pre-production mostly having to do with project planning. Other three phases could be mapped to project execution and monitoring.”
“In first three phases, most revolves around the script, the Hollywood’s equivalent of requirements document, and although Persse found out that the script also changes, it tends to be more of a holy scripture than requirements are in IT. For Hollywood, it is much easier to set Big Requirements Up Front….”
At Creative Skill Set, the definition of a Production Manager includes, “Production Managers are in charge of the ‘below-the-line’ budget. This covers costs relating to the crew and the practicalities of running a production.”
Things differ in the legal field. Let’s look at a moderately-sized insurance case, an automobile accident. It’s a left-turn case, where the client (defense) made a left turn in front of the plaintiff’s vehicle, causing a collision. Both parties are at fault although the percentages differ. For sake of argument, this will be a jurisdiction where comparative negligence is the law, e. g. there can still be some questions and plaintiff fault isn’t a sure-fire loser like in a contributory negligence jurisdiction.
The project manager is the attorney handling the claim. The purpose of the project needs little clarification: it is to either win the case outright or limit the amount paid by the insurance carrier (and the client, too, if damages exceed the amount of the policy). Similarly, the purpose of a film project is to make a movie. It’s not to make an artistic statement or even to make a profit, although those are favorable collateral consequences. Similarly, the purpose of defending a lawsuit is generally not to make law although that can also be a result.
For filmmaking, the goals and objectives are more on the profit side. Movies are made in order to meet financial projections, often to satisfy shareholders. In the law, the goals and objectives are to save insurance company money but also to garner experience for more junior attorneys and to build favorable reputations for lawyers with any level of expertise.
Scope for films is to make the one picture, or the three pictures in a trilogy or whatever the contract says. For legal cases, it’s just the one case, and it often does not include appeals if the matter gets that far, mainly because appeal work tends to be more specialized. Scope usually does include impleader (adding more defendants) for cross-claims or third-party claims which may be other sources of settlement or verdict funds. In the automobile accident fact pattern, if the traffic lights were mistimed or were not working at all, defense might wish to implead the town or its maintenance company. This might be seen as scope creep; the prudent law firm will allow the impleader if it is likely to provide a substantial benefit (note the ABA Model Rules of Professional Responsibility require a zealous defense; hence what in other projects would be seen as scope creep may very well be necessary under ethical considerations. The Model Rules have been adopted by many American jurisdictions).
Budgeting is strict for filmmakers. For attorneys, a balance must be achieved between keeping costs low and mounting an effective and zealous defense. Costs can be lowered with having paralegals perform research and more junior lawyers attend preliminary hearings and motions. Budgeting can be a dimension of time for lawyers, too, as a carrier might want an older case settled during the next quarter or might push for settlement if billed hours exceed a certain amount. Unlike in many other disciplines, budgeting in the law may be desired but not possible under ethical considerations.
The expected benefits for both disciplines center on reputation. For a film production company, a completed project could signal future development partners (actors, screenwriters, etc.) that the company can make an award-winning piece of art, or churn out a cheap film quickly to take advantage of a hot news story. For a law firm, a favorably concluded case can demonstrate a thorough understanding of the law or an ability to settle for less.
Success for both disciplines looks a lot like completion. A finished film, under budget, is the desired end result for a production manager. For lawyers, success is a closed case, and not necessarily a win. And then, for both, it’s time to move onto another project.
“Data that is (1) accurate and timely, (2) specific and organized for a purpose, (3) presented within a context that gives it meaning and relevance, and (4) can lead to an increase in understanding and decrease in uncertainty.”
But is that all there is?
The first part of the definition – accuracy and timeliness – seems to be more of a definition of facts, which are almost the quanta of information. Facts are bits of information, like the capital of Uruguay (Montevideo) or the proverbial price of tea in China (varies).
The second piece – specificity and organization – takes information away from the realm of random trivia and gives it a reason for being. Uruguay’s capital makes sense as a piece of information if you’re flying there or doing business in the country. It could be a fact which is specific and organized for something like winning Jeopardy! It’s not organized for the purpose of passing an Anatomy examination, however.
The third aspect – meaningful and relevant context – further removes it from random factoids and pop culture references. If the air-speed velocity of an unladen swallow will get you over a necessary bridge, then it is utterly meaningful and relevant data. If it doesn’t, then you’re left with just so much cerebral flotsam and jetsam. As Frode Heglund says, “Information cannot exist without context.”
The fourth bit – understanding increases while uncertainty decreases – further emphasizes the idea of meaningfulness.
Information tells you something you don’t already know, and is, to crib from Facebook, relevant to your interests. It’s accurate and timely, too. It is useful for you.
What is the role of design in how we receive information?
On page 6 of White Space is Not Your Enemy, Rebecca Golombisky and Rebecca Hagen say, “Good graphic design does four things. It captures attention, controls the eye’s movement across the page or screen, conveys information and evokes emotion.”
Essentially, what Golombisky and Hagen are saying is that design is one of the aspects of information conveyance as much as body language is a part of verbal and visual communications.
A great example is in the Twilight series book covers. Love or hate the stories (in the interests of full disclosure, I worked for the publisher, Hachette Book Group, when Breaking Dawn was first released) the covers are a festival of symbolism.
Twilight, the first in the series, sports a cover which easily symbolizes Biblical temptation, just as the title refers to an in-between time of the day – analogous to the in-between stage of life the main character, Bella, is in. Furthermore, since the hands don’t quite match, they might be intended to reference the couple at the center of the story. The second, New Moon, with its bicolor flower and dropped petal (which looks like a fresh drop of blood) shows a conflict just as the title refers to a time with no reflected sunlight, when the stars are at their brightest. For the third book, Eclipse, the sun (or perhaps the moon) is utterly blotted out in the title, and the cover image references a fragile and nearly completely broken bond. It is the darkest of the covers. And in the end, with Breaking Dawn (a book added to the series which may not have been originally planned), the cover shows a white queen leaving a red pawn in its wake in chess, a classic strategic game. The title is a hopeful one, symbolizing a new beginning. Yet the queen is not quite triumphant, and in chess, the piece is safe from capture but is also not shown in a position where it can take the pawn.
The covers also move from human contact or at least a human at center stage to another living (possibly dying) thing and then two images of nonliving possessions. Even if a curious book buyer was unaware of the plots in the series, they can readily see from the covers that the story progresses from temptation to conflict and possibly even violence, and the upshot is a possible potential triumph which does not seem to be realized yet. The title font is mysterious and the ‘l’ in Twilight looks almost like a stake in a vampire’s heart.
Through good design, six title words convey a wealth of meaning. Design can do this.
Quinnipiac Assignment 14 – ICM 527 – Real World versus Academics and RPIE
This week, the focus shifted to the practical application of the academic readings. The emphasis was placed squarely into the real world.
Key Concepts of Strategic Planning – Industry versus Academic Readings
Perhaps the most industry-related reading of the week was Ashkenas, Four Tips for Better Strategic Planning. Unlike the RPIE (research, planning, implementation, and evaluation) approach covered in the academic readings, Ashkenas leads with a kind of off-shoot of implementation and evaluation, wherein he insists on first field testing to evaluate assumptions. While the academic readings, such as Smith, seem to save the evaluative process for either the end of a campaign or the middle of one (say, after a major milestone or after an iteration), Ashkenas pushes for a form of evaluation to happen even before a campaign gets off the ground. As Smith notes, on page 331, “Program evaluation is the systematic measurement of the outcomes of a project, program or campaign based on the extent to which stated objectives are achieved.” Outcomes, by definition, come at or near the end.
Smith goes on further to say (page 331), “The key to creating any program evaluation is to establish appropriate criteria for judging what is effective. This research plan considers several issues: the criteria that should be used to gauge success, timing of the evaluation and specific ways to measure each of the levels of objectives (awareness, acceptance and action). It may prescribe the various evaluation tools, and it also should indicate how the evaluation would be used.” Yet the timing in Smith seems clear – the campaign has to be complete or near completion or at least running on all cylinders and then it’s time for an evaluation. Not so with Ashkenas, who gets it out of the way early in order to prevent the creation of a campaign based on faulty premises.
Another Ashkenas tip is to ‘banish fuzzy language’, e. g. to torch weasel words like ‘leverage’ and ‘synergy.’ For Ashkenas, a campaign plan needs to be straightforward, such as laying out clear and unambiguous goals and relating them directly to an organization’s stated mission. Similar to Anderson, Hadley, Rockland & Weiner’s objectives, e. g. “(a) clear and shared sense of purpose distills program tactics and focuses financial and human resources on those areas on which they have the greatest impact.” (Page 5), Ashkenas seeks to narrowly focus an organization’s campaigns. The plan is not much of a plan if its language is impenetrable. HootSuite, on page 2 of their Guide for Social Media Strategy, voices a similar call for clarity, where they say, “(a)ll business planning should start with defining clear goals, and social media is no exception. One of the biggest reasons why social media strategies fail is because goals aren’t aligned with core business values. For long term success on social media, choose goals based on traffic, leads, and sales.”
Wilkinson’s Four Steps – Relating them to the Academic Readings
Turning to Wilkinson, he outlines four major steps in what he called a Driver’s Model for strategic planning.
The first step is to perform a situational assessment, which is a lot like a SWOT (strengths, weaknesses, opportunities, and threats) analysis. As defined by Williams, “(a)t its most functional level a SWOTanalysis will help you obtain information and assess a situation.” Wilkinson adds some specifics to this basic form of preliminary analysis, wherein he provides fairly universal questions for a strategic planner to use when assessing an organization’s customers, competitors, industry trends, performance trends, and more. Wilkinson provides more of a roadmap in this area than Williams does.
The second step is to investigate an organization’s strategic direction. Here, Wilkinson drops the specifics and turns to broader organizational data such as vision statements, mission statements, goals, and objectives. These are far more organization- and industry-specific, so a generalized statement about them would not be of much help to a strategic planner. Smith, on page 41, defines a vision statement as looking, “to the future. It is a brief strategic description of what the organization aspires to become.” And a values statement, according to Smith (page 42), “is a set of beliefs that drive the organization and provide a framework for its decisions.” Hence, again, Wilkinson’s methodology is congruent with the academic readings from this semester.
The third step is implementation planning, whereby Wilkinson performs a somewhat modified PEST Analysis. While Wilkinson does not look at all Political, Economic, Social, and Technological factors, the implementation plan he touts is similar. He urges the strategic planner to investigate the barriers to achieving an organization’s vision. He also suggests developing key conditions (between two and seven) that must be met in order to consider a campaign to be successful. The roadmap combines the two, as the strategies “must drive achievement of the strategic direction by controlling the critical success factors and overcoming the barriers.” The implication, also, is that a conceived strategy which does not address either side of the implementation plan needs to either be changed of jettisoned from the plan.
The fourth step is the monitoring of progress, much as is included in the Smith and Anderson, etc. readings, and in Dr. Place’s paper, although Place notes an ethical element must be included in evaluating campaign plans, on page 129, where she states, “(t)he role of ethics in public relations evaluation, according to participants, is to guide practitioners as they conduct truthful, effective evaluation and weigh an organization’s needs with its publics’ needs. Ethics’ role appears to be most salient during the reflection or reporting phases of program evaluation.” For Wilkinson and the other readings, evaluation is a crucial step. Otherwise, how is an organization to truly know a campaign’s effectiveness? And, more importantly, evaluation is the only real way for an organization to be able to intelligently determine whether a campaign should be budgeted for another year, or if it should get the axe.
Relating RPIE to Business, Social Media, and Communications Industries
RPIE (research, planning, implementation, and evaluation) relates directly to all industries, it seems.
In the business world, particularly in light of Sarbanes-Oxley, which requires financial accountability and transparency, clear and well-defined research and evaluation are paramount requirements. Corporations cannot simply throw money at a problem; they have to have a plan and that plan has to demonstrate a reasonable chance of success. While not everything works, a campaign plan with germane and well thought out research has a far better chance of success than one where the dice are rolled. Sarbanes-Oxley, it seems, would require at least the R, P, and E portions of RPIE, and probably implementation as well.
In the case of social media industries, research and planning can make the difference between staying in business, or not. For a social media organization such as Facebook or Twitter, to not understand their buyer personae or how their platforms are used is a recipe for a platform going under. In a way, this seems to be what has happened to Myspace. For a social media organization which was originally heavily social and popular, Myspace missed the boat, did not realize that its public was growing out of usernames and becoming interested in real name-style authenticity, and did not plan beyond its own website. According to Jay Baer of Convince and Convert, Myspace also fell down because it never made itself particularly business-friendly. Planning and evaluation could have helped Myspace keep Facebook from eating its lunch.
In the communications field, implementation is perhaps the most vital of the four pieces. Communications is obviously all about messaging, as is strategic planning, and these organizations are often adjudged – fairly or unfairly – based upon image, message, and look and feel. In communications organizations, research and planning have to cross the implementation finish line. Understanding what a communications organization’s publics are interested in, and planning to give them what they want, is not enough if a communications organization (such as a newspaper online) falls short on implementation
In the real world, RPIE does not just apply to strategic planning. It can apply to nearly every aspect of a business or nonprofit organization. So much of what we see online was tossed out there with little thought to how it would look in a year or in twenty. So little of it is altered or updated when new information or technology mandate that changes be made. An organization of any type can set itself apart by following RPIE principles in all aspects of its existence.