Categories
Higher Ed Marketing & Communications Theory

The Delicious Trap: Internal/External Communications

Last week I was talking about how internal communications is hard in higher ed. A college or university is a massively complex and internally competitive system, with students, staff and faculty operating on multiple layers at once, and with concerns and needs that bridge from “professional” — i.e. studies, to personal — i.e. mental/physical wellness, and everything in between.

This is a four-part series on internal comms in higher ed:

Part One is about the hugeness of the issue;
Part Two is here, about the hazards of conflating channels;
Part Three is a flailing attempt to make a case for resourcing this;
Part Four is a sandwich-themed run at a solution.

Putting internal messages on external channels is a delicious trap.

It’s not uncommon for me to get something in my inbox and somebody asking me “can we advertise this to students on social media?” And — absent a clear sense of who is following us where — that’s a hard request to say no to, on its face. Some students are following us on social media. I’m certain of that. We can put things on social media. That’s an absolute. So why not put a wonderful thing on social media for our current students? After all…

  • We have amazing-stuff-for-students peanut butter.
  • We have channels-followed-by-students chocolate.
  • Why in the world wouldn’t you combine the two?

Because while it’s an amazing idea for a snack, if you are handling both internal and external messages, it’s not a great approach to either internal communications or outward-facing media.

Appealing as it is, you gotta keep the peanut butter and chocolate apart.

I’m going to lean into ‘“student recruitment” as the lens I look at a lot of this through. It’s a pretty common thread through higher ed, on the minds of most marcomms folks, and frankly a pretty big deal for me.

This all seems a bit overblown at first, especially to somebody that just wants to tell students about something they feel the students should know.

We’re trying to give prospective students a positive impression of campus, the argument goes, so showing them the breadth of our supports and services is good. Why not remind students to update emergency contact information via Instagram? Where’s the harm?

I do it myself — we ran a 14-day self-isolation-supporting contest series through social recently, to encourage good COVID practices and also student use of our faculty’s app. We just promoted our “Discipline Nights”, where first-year engineers choose an education stream. I did this partly because I have don’t have other strong alternatives to reach our students. But it felt wrong. Here’s why.

The internal-on-external argument

pb-and-chocolate
Two great tastes that go great together… right?

There’s a rationale that, on its face, supports internal messaging on outward channels, in the absence of a strong stated purpose for the channel, or even if the purpose includes recruitment.

A student considering our school…

  • may see posts directed at internal students about an interesting service or feature;
  • will be impressed with the breadth of services and our community spirit;
  • this might make a difference when they choose a school.

It makes sense.

It’s also wrong.

The wrongness of it comes down to the need for channel focus, what the purpose of a channel is, and whether or not what you’re doing on that channel supports that exact purpose.

Social media is bananas, and channel focus is critical

Social media delivers posts haphazardly, through an algorithm that evolves constantly. There’s no guarantee that anyone will see anything you post. The algorithm, that shadowy and terrible master, waves its inscrutable hand and a post lives or dies.

That fact brings the need for focus into focus.

If I want to recruit a student using Instagram, and it’s a dice roll about what they’ll see, I need to ask myself whether I:

  • want to guarantee what they see will reflect what prospective students look for in our program
  • want to roll the dice and accept that they might see something about a candle-making workshop instead

Wait, though — where’s the harm in sharing a candle-making workshop? Doesn’t that just show breadth, foster the idea that this an interesting place where candle-making happens, and reinforce how lovely our school is, overall?

But social media isn’t the place to show breadth. It’s the time to pique interest, spark imagination, and get audiences to where the breadth is, but it’s not the right venue to dig into the layers of what your school offers — even if those offerings are truly great.

University choice is based on high-tier decisions.

Students, at the recruitment phase, don’t know what they don’t know.

And social media, moving at 10,000 posts a minute, delivering things according to an opaque algorithm, isn’t the venue to educate them.

To use an example from my own life: I’m a proud graduate of Ryerson’s Radio and Television Arts program, class of ‘95. It is a tremendous program, and I don’t think anyone knew how poorly its name would age (it’s the “RTA School of Media Arts” now — good call, Ryerson).

When I was a fresh-faced young lad circa 1991, I wanted:

  • to learn cool media stuff
  • to work with cool equipment
  • get a job in TV or radio or something
  • at a place with a really great reputation

That was my chocolate. I wanted chocolate.

What I didn’t know, when I chose Ryerson, was that RTA was a lot more than that. I learned an amazing amount about story structure and writing. Mandatory voice training gave me an amazingly versatile skill that’s served me well since. The most valuable classes for me — which I at the time thought were a monumental waste of time — were Jerry Good’s management courses. Jerry, if you are reading this for some reason now, I am sorry.

There were also stellar services — a great gym, amazing faculty delivering electives to students resenting the “breadth requirement”, student wellness staff — all things that I didn’t know about when I chose Ryerson. That was the peanut butter, and I didn’t know how amazing the peanut butter was when I was picking a school.

But I only wanted chocolate when I chose Ryerson. I was a dumb kid who wanted to learn cool media stuff, work with neat gear, etc.

Had social media existed at the time, and the only messaging from Ryerson that crossed my path had been about their English electives or management seminars or their gym equipment, my life might have turned out very differently.

If I wanted chocolate, but I saw peanut butter, zooming past with a million other factors and things to consider, and messages zipping along at a mile a minute, the idea of combining the two wouldn’t have even crossed my mind. Another school — providing chocolate — would have pulled me in.

If you have a fact-based understanding of what your prospective students want from a school, and you know how to reach them, you’re doing yourself (and them) a disservice by muddying the waters with things that not only won’t resonate, but will likely just be forgotten as they scroll past 10,000 things that don’t catch their eyes or imagination.*

There are definitely times and places to hip prospective students to what you offer that might not be on their radar: student information sessions, tours (real or virtual), the second- and third-tier pages of your website.

But social media’s not the place to do that.

Which brings me back around to one of the primary reasons that a good, planned, robust internal communications system is vital.

I’ll get into more reasons next week, but from a strictly operational perspective, and especially with limited time and resources, it’s crucial to keep those streams apart. Your best chance of success on social media is with a clear, research-backed vision and purpose, and strict adherence to that vision. This isn’t to say it can’t be fun, or interesting, or enlightening, but the job is to drive an interest to learn more — which leads to the breadth — rather than trying to front-load the breadth.

I’ve just spent 1200 words explaining why social media needs to be to the point; the irony’s not lost on me. This hopefully unpacks the internal/external trap well, though.

Next week: why I think internal comms is worth the effort, and how to approach an impossible task with limited resources.

January 31, 2021

Soundtrack:
The Free Design, “Butterflies are Free: The Original Recordings 1967-1972
Various Artists, “Cuba: Music and Revolution / Culture Clash in Havana
PJ Harvey, “Let England Shake

*there’s a lot of complexity to this as well, especially since received wisdom of “what students want” plays into what a traditional plurality of students want; a colonial education system can’t self-correct without self-reflection and efforts toward EDII, which means thinking past received wisdom and what the traditional plurality is looking for. I think this leads to a nuanced conversation about how to reach students with EDII messaging through systems that still deliver high-resonance messages in ways that creatively capture EDII needs — but that’s not really what today is about, and I’d be doing that whole topic a disservice by trying to cram it into a footnote here.

Categories
Marketing & Communications

The Crushing Wave of Internal Communications

I’m going to be writing about internal comms in higher ed in three four parts over the coming weeks. Sophisticated, right?

Part One, right here, is about how this is a huge thing and scares me.
Part Two is about the hazards of conflating internal and external messages; Part Three is a flailing attempt to make a case for resourcing this;
Part Four is a sandwich-themed run at a solution.

You’ve been warned!

To begin: higher education isn’t great at internal communication.

There are exceptions to this rule, I’m sure. But as somebody who works at one of Canada’s great universities, directly in two faculties and in close collaboration with other on-campus units, who has studied at both the undergraduate and graduate levels, and with a partner who has also studied at a variety of schools — if there’s a university out there that’s really top-notch at keeping students, faculty and staff in the loop, I’d like to see it.

Why are we so bad at this?

First, it’s huge. It’s really, really huge.

I’m not saying “crushing wave” accidentally.

A student — I’ve been one, and I am one, currently pursuing an LLM — needs information on the following things:

  • current courses, assignments, grades (per course), delivered at the class level
  • direct correspondence with professors on the above
  • department-level messaging for students in a specific areas
  • faculty updates on faculty-wide issues, including visiting speakers, special talks, etc.
  • notes from the dean on matters of import, like COVID
  • university updates on university-wide issues, including university-wide events
  • notes from the Principal and Provost on matters of import
  • official university communications vehicles — school papers/reporting
  • student government
  • internet security
  • physical and mental wellness
  • student clubs and student events
  • student communications vehicles — student papers/reporting
  • career resources and development
  • study groups and team assignments
  • and probably more stuff

That’s… a lot. I’m a grown-up man with a family and pets, and I don’t think I have to deal with nearly as much on a daily basis as a 19-year-old thrust onto campus has to contend with.

Second: the fight for student attention is constant and eternal.

All of the above are run by units (and units within units). These are usually staffed by highly intelligent, highly accomplished people. Their KPIs are monitored by other highly intelligent, highly accomplished people. There are a huge variety of silos. Even if competition isn’t the intent, it’s the outcome.

A student who thinks their future career prospects depend on growing the club they started through a series of huge events isn’t going to doff their cap and give way to a visiting talk by an academic in an area they have no interest in.

If Career Services’ success is measured by the number of students who take their online course on CV-writing, they’re not going to park that program for a year to provide more space for a mental wellness program unrolling concurrently.

The MBAification of higher ed has resulted in measurable outcomes as the sole criterion of success in a lot of cases — and while at first flush it’s a laudable approach to resource allocation, it results in a “unit KPIs first, everything else after” approach across the board that pits us against each other in unforeseen ways.

Nobody wakes up in the morning intending to fight, but it’s a low-key battle for minds and time unrolling in real time, all the time. Academia, red in tooth and claw.

Further complicating that is a passion for specialization — or redundancy, if you want to take a more cynical view.

The university offers career services for all students, but faculties and departments also have their own individual career service units, offering either overlapping or complementary resources. Individual units take on their own mental wellness projects because there’s a distinct spin they want to put on it that the university-level wellness services don’t provide.

Competition scales not only laterally, but fractally — you’re not only getting concurrent messages that pit a cupcake sale against a bookstore promotion and a talk on the Visgoths, you have sessions on how to do well in an in-person interview battling against each other for primacy.

And — and! — to succeed, we not only have to win the internal fight, but beat out the entire universe. We have to eclipse Netflix enticing students to binge the latest show, AAA video games pitching themselves on Twitch, live events at the local bar, and every other thing that highly aggressive, highly mobile, and often less ethical for-profit marketers are cooking up to compete for these eyes and minds.

Third: there’s no consolidated venue for a solution.

The above takes place over…

  • Email (itself on various platforms)
  • Learning platforms/software
  • Web sites, posts / blogs
  • Event calendars, online and off
  • Social media
  • In-building screens
  • Posters
  • Handouts and flyers
  • Signage
  • Standalone university apps

When I was at the law faculty, students were reporting getting 25+ “official’ emails a day from various quarters. They’re also compelled to check in on four or five courses via a learning platform (and each course has its own discussion forums and/or mailing lists).

Also to stay on top of social media; most student clubs and societies default to Facebook as their platform of choice, because it’s in-flow for the bulk of students. (This in turn presents equity issues; compelling students to join for-profit social media platforms with dubious security practices to participate fully in the life of the school is bad policy).

Conversations are happening on Slack / Teams / etc. for group projects, design teams, and clubs. Schools and faculties can attempt to consolidate this on official app platforms — this is something I’m supporting right now in my work — but unless you get overwhelming buy-in, it’s yet another channel as opposed to a narrowing of channels.

As a man in his 40s, email is still my default. It’s still a perfectly valid tool. I’m less certain, though, that it’s an answer to the post-2000 cohort.

It’s hard to research this — it’s hard to research anything in the marketing space, because the research is generally done by marketers to support something they are marketing, so the answer can be “email works wonders,” but you dig deeper and find that it’s research from an email solutions provider — or the research can prove that you absolutely, positively need a bespoke app — and underneath that is a bespoke app company. This is why academia is important. Making a note to dig more into peer-reviewed studies of communication channels and generational cohorts…

The net result, though, is that it’s a mishmash. No one channel is appropriate: handling internal communications right is a multi-channel solution, and is as robust and expansive as an external marketing and communications program. The challenge is just as large, but the challenge is calling from inside the house.

And on that note…

Fourth: nobody’s staffed for it.

Marketing teams run small and lean, and are almost always mandated to be externally focused. Marshalling even two or three of these stacks into a coherent plan and format(s) would be daunting for a full-time staff member. Side-desking it when you’re already managing external marketing and communications, or — even worse — dumping it on a beleaguered admin assistant to side-desk without meaningful support? Cold sweat.

This speaks to the competitive issues above: even with the absolute best intentions of good citizenry, it’s literally impossible for somebody communicating with students as a side-desk task, without training or a meaningful loops into institutional teams, to know that their appeal to students to submit their timesheets on Thursday instead of Friday this week is colliding with a dozen other emails that are flying into their inboxes at that same moment.

I have been and am part of partial solutions in the past — piloting a newsletter project in the law faculty when I was there, and working on a second phase of app implementation at the engineering school that will help. But in both of these cases, the projects were a product of a senior admin out of the marketing sphere seeing something they thought would help and pulling the trigger on implementing, then looping marketing/communications in to make it work. This isn’t a dig on either scenario: in both situations, it helped immensely, or is on track to help immensely.

But in neither circumstance was it a holistic, integrated plan to address internal communications robustly — these were and are pressure valves to leverage a technology (email management tools in the first case, bespoke community app development in the other) to tackle the sliver of a massive internal comms challenge that happened to be in the administrators’ views at the time.

The net result is that marketing and communications teams are cut into some of these communications, and not others, in haphazard ways. One program might ask for help communicating a special event to the entire faculty, while other programs self-actualize on that. A faculty member doing a great job at remote learning might ask if we can share those successes in a news story / social media, while others toil in silence. Units within the central university can fire off five or six unrelated requests per week to share valuable information directly with students — mental wellness, security (physical and/or digital), prominent academic visitors, special food events from the third-party food service providers, reminders to return library books…). One professor welcoming a distinguished visitor wants to throw their classroom doors open to the whole school for this visit. The beat goes on, and on.

The above illustrates the apparent problem, which is, well, chaos. A tremendous amount of unprioritized comms needs that, when they flow in our direction, have to be subjected to instantaneous gut-checks from the marcomms team according to

  • relevance
  • urgency
  • overall importance
  • channels
  • passthrough (can you just forward a message without editing, or does it need repackaging?)
  • potential consolidation (can this be combined with other things to reduce load?)
  • sometimes just saying “no” to things

If you get any of the above wrong, you’re in trouble. But if you get it right… the old axiom “the reward for good work is more work” comes into play, as more people wake up to the fact that you’re offering a resource to help them get their lost-in-the-shuffle messages in front of students, which creates further demand — and more shuffle for things to get lost in.

But there’s another problem.

A more insidious problem: that in the absence of meaningful internal channels, we conflate our external channels for inward-facing messaging. While at first blush it doesn’t seem like a big deal, it actually kind of is — and I suspect might be a hidden Achilles heel in a lot of higher ed marketing. Next week!

January 24, 2021

Categories
Higher Ed Marketing & Communications Sponsorship Theory

Sponsorship: positive presence v. FOMO

Sponsorship has been on my mind lately.

As stated, I don’t think it should be a marketing exercise. There’s a significant gap between sponsorship and patronage, and over time, forcing sponsorship through a marketing lens serves both sides of the equation poorly. Marketers are forced to make decisions that shouldn’t have to reside with them. More problematic: sponsors may over time warp their mission and services to attract marketing-driven sponsors.

At its heart, sponsorship is ultimately not a great spend, from a bloodless, calculated marketing perspective. There are times that it works well:

  • Huge buys that integrate your organization in an indelible way, turning what you’re sponsoring into a marketing platform for your brand;
  • Mega-budgeted presence strategies, where you can afford ubiquity by buying placement in the plurality of places your audience might look.

It slots into the top tiers of our Marketing Layer Cake — strategy through tactics, with measurement on the back end.

Discussing this with colleagues, I find there are two views on sponsorship. One is well-trod, the other not thought about as often.

The first is the positive benefit. What does being there do for you? This is the mental calculus behind the two winning strategies above: the big splash, and constant presence.

Headlining a conference — the platinum sponsor, logo at the top of the website and letterhead, maybe even naming privileges for the entire shebang — that’s the pinnacle of positive presence. The big splash puts you in front of an audience, in a way that not only gets you eyeballs but also confers credibility as experts (professional conferences, technical symposia, etc.) or solid citizens (charitable endeavours, benefits).

Similarly, constant placement at a bronze-tier kind of level might give you a persistence that is noted — unconsciously — among your key audiences. Maybe. I’m not sure I believe it. It’s the kind of thing I could see myself making a case for, if given a considerable budget and a very specific mandate to grow a reputation with a particular audience. A consistent drumbeat of low-level awareness over time.

Less thought about, in my experience, is the FOMO cost.

Fear of missing out come up a lot when we’re talking about social media adherence, event marketing, and CPG trends — but it’s also a recurring factor in internal conversations. “What if we’re not there? What will people think?” This is the tug for cause-driven sponsorships more than professional ones — if all your competitors are in the mix supporting Cause X, what will you be signalling by not being present?

Having spent some time kicking it around, I keep landing on the “fear” part of “fear of missing out,” and — like most fears — when confronted, I find it’s not as scary as I first assumed.

The mental exercise I’ve been going through is a personal one. I’ve been trying my best to recall various charitable efforts I’ve been a part of. Conferences I’ve attended (and spoken at), conferences I’ve sponsored, and conferences I’ve helped organize.

When I run that inventory, I find I can speak to limited positive presence — usually because I’ve had an impression that affected me above and beyond the sponsorship. A mind-changing keynote can have me remembering a top-tier sponsor. But I’m remembering the keynote in this case — not the logo on the roll-up banner.

This — again — speaks to the “big splash” strategy. Pick one or two things a year and lean in. But this isn’t a financial transaction: it’s a multi-resource commitment, a productive partnership with the organization where you’re committing creativity, thought, human capacity and a lot of time into making their cause your cause and effectively co-opting what you’re sponsoring to serve both purposes equally.

I can’t say, in retrospect, I have any idea of who wasn’t present. This isn’t professional. This is also personal — I am and have been involved with charitable and non-profit organizations. I’ve been on boards of directors, I’ve put together funding drives and events, I’ve organized cross-Canadian conferences, promoted others, and attended others still.

Gun to my head, I couldn’t tell you whether or not Organization X was in the logo soup at the bottom of a roll-up banner in the lobby, or on the back cover of the official program.

I haven’t an inkling.

My absolute best would be “it seems like the sort of thing they might do,” but that speaks to their work in reputation and brand management, not whether or not they ponied up several grand to appear somewhere in the mix. Even for conferences and charitable events I’ve helped organize — I can fuzzily recall top-tier sponsors, but I’m recalling negotiations and the labour of moving logo files around and negotiating placements and various rounds of distro and proofreading.

There is no editorial reason to put this here, I just think it’s fun.

And this is a challenge I’d extend to you as well — think back to not the last conference you attended, but maybe two or three back. What did you do in 2018? Pull up an event or a cause from 2-3 years ago.

When you think of an organization that might have sponsored that event — not one you presently recall — can you say whether or not they were a bronze-tier sponsor? That they had their logo dutifully slotted into the wash of logos on the bottom quarter of the “Partners” tab of the WordPress microsite that was spun up for the event?

Maybe you can. I move in circles where people are crazy smart and have terrifying superpowers, including incredible recall. I’d venture, however, that you can’t.

And once you remove that FOMO fear — the notion that your not being present will have a meaningful, lasting, negative impact on the brand — the sponsorship drive suddenly abates. It abates tremendously.

The other question — at that bronze-tier, logo-soup level — is what else that money could have done for you. It’s not an expense, it’s also an opportunity cost: hours of time signing up, reviewing the benefits, opting in, signing contracts, submitting invoices, transferring graphics, confirming placement, and so on. One of the reasons I chose higher ed over a fun, creative, highly challenging career in for-profit marketing is that I feel good about higher ed. Educating people and doing research is good. So I don’t have a ton of moral qualms about saying that spending money to ultimately advance educating people and doing research, rather than diverting it into other causes, is a net harm.

Sponsorship is, again, important. But if your motivation is to be seen, the winning plays are to approach it from a top-tier, partnership level — which, with higher ed budgets and staffing, means one or possibly two big pushes a year, factoring in not only financial but capacity impact to make the most of the investment.

If your motivation is the fear of not being seen, I’d encourage you to examine that. Ask yourself when in your life you’ve noticed an absence in a program schedule and it’s had a meaningful and lasting effect on your view of an organization. My gut says the chain of consequence leading from a bronze-tier absence to an actual, broad, negative income is a very long chain indeed.

Both of these things: the desire to be seen, the fear of not being seen… these are marketing concerns. They are mercantile equations. They should be, in my ideal world, secondary to the ethical considerations of sponsorship: what do we believe, who is doing good work to support what we believe, and do we have the resources to support them.

Those ethical decisions are based on belief and values, which are positive forces. Ultimately, this is one of the compelling forces that push me away from affiliating sponsorship and marketing: more often than not, the decision is based on fear, and fear is not a compelling place to make decisions from.

January 17, 2021

Soundtrack:

Categories
Higher Ed Marketing & Communications Theory

Marketing Layer Cake

A throwaway comment last week has stuck with me, and I’ve been thinking about a layered approach to marketing since then. It’s not a new idea (to me, or the world), but I’ve been mulling it over. There are lots of layer analogies out there — geological strata, atmospheric bands, the ocean — but everyone loves cake.

Branding is the frosting. It’s what the world sees first, and organizationally, what most people think of when they think of marketing & communications. Look and feel, conveyed through design, photos, videos, text. It’s the delicious outer layer of the whole thing.

(It’ll also ultimately make you sick if it’s the only thing you’ve got going on. Eating icing straight from the a tub is not a great idea — yes, I know you’ve done it. We’ve all done it. Anyway, there has to be more than just throwing a brand around if you’re going to be healthy and thrive.)

A good cake, though — the cakes I love — the frosting isn’t just on the outside. It’s also between every layer of the cake. It’s not only an outer shell, it permeates the structure. You can’t cut into another layer without getting a bit of frosting in the mix. “Branding” has to be more than bit the world sees. It has to be something that informs all the layer, and drives decisions all the way up the stack.

A good cake — as I bake them — has three layers. More than three, and you’re either preparing for a wedding or you’re going to have something unwieldy on your hands. Fewer than three, and what are you even doing? That’s not a cake. Make brownies or something. C’mon.

(at this point, I got caught up with how you write a layer cake analogy. My instinct is to organize things like a process chart: upper-order functions on top, execution on the bottom. But as somebody who has baked his fair share of cakes, I don’t think that’s good cake-baking: you build from the bottom up. So for the sake of the analogy, we’re going bottom-up. This upsets my natural visualization of processes. I just want you to know what I’m sacrificing in bringing this analogy to you. I deserve cake.)

The lower layer is marble cake: research and alignment, together. Research is something I talked about recently, and goes way past “what do people want” or “what do people like about me”. It’s a really rich, introspective process that sets you up for the next stage. Following research — or, dangerously (but sometimes necessarily) concurrent with it, alignment. What does your senior leadership believe in? What are they willing to sign off on in terms of goals and objectives?

You can theoretically move forward without the research (but you’re accepting a lot of risk if you do). Conversely, proceeding without alignment among your senior leadership is also risky, but good research gives you a fundamental basis for action if your senior leadership can’t dedicate time to reviewing or approving marketing work (they may be distracted, by, say, a global pandemic that has completely forced everyone to rewrite how education is done from scratch). It’s something you can reliably point to if asked down the line.

It’s a marble layer because the two things complement each other. You shouldn’t do without either at all, but if you have no market research funding, focus on institutional alignment, and speckle in what you can (existing research in your area, best practices, etc.).

Both — again — have a thin spread of frosting across them before you move on to the second layer. Brand is part of the research; it’s also part of the internal alignment process.

If the bottom layer of your cake isn’t super solid, it risks collapse. More importantly, if you try to change the lower layer of the cake once it’s made and frosted, it’s a total disaster. You can’t just hack out the bottom layer of a cake, and swap in another layer, without some sort of baking calamity.

The next layer up is strategy. You know what the goal is, but how do you get from now to a desired future state? The first layer — itself a set of goals and objectives — gets operationalized.

You (hopefully) have researched and know your audience, their wants and needs, what your strongest offerings that meet those are, and where / how your audience looks for information. This should be enough for you to build out the actual plan; a primary set of strategies and a contingency plan. Without research, your upper two layers become research in retrofit — which comes into play in the next and final layer (with, of course, brand spread between, gluing the layers together and seeping into both).

The top layer is actually another marble layer — it’s execution and analysis. Like the bottom layer, you can get by without one of the two (analysis), but it’s… not a good idea. Given the option between the two, though, execution always wins. And if you didn’t conduct research down at the bottom layer, analysis becomes much more crucial on the top layer.

Why not two layers? First, because cakes that are more than three layers tall start to get a bit goofy. Second, because we’re well past the age where execution and analysis are really discrete steps. We live in the age of the rolling campaign, where we learn as we go and adjust on the fly. I’m not going to wait until a long period of paid social tanks weeks after week after week on a given platform to pull budget and reinvest in what works — if there’s a dogged strategic reason to pursue an experiment to its bitter and expensive end, of course, that’s one thing, but I don’t have the budget (or time) to entertain that kind of thing very often.

And this is why I like the cake analogy, rather than a three-course meal with the brand as, i dunno, the plate or something. It’s all happening inside the same cake. This is important, because a deficiency in one layer can be compensated for on the other layers. If you have rock-solid research in the lower layer, and strong institutional alignment, this buttresses any deficiencies in your other two layers. Excellent research, and a deeply informed set of goals built by experienced and knowledgeable people, will push you through strategic deficiencies. You can’t build strategy or execution with nothing underneath them, but excellence at either the strategic or tactical level can backfill some issues with the opposing layer. If market research at the outset turns out to be flawed, or institutional alignment was weak, then analysis at the top of the chain can turn a project into its own exercise in both. It’s a lot more agony, because you’re learning as you go. It’s more expensive, and more work, and ultimately not really the best approach, but it’s doable.

Cake! It’s delicious, and if done well, deeply satisfying. As somebody’s who is trying to slash baked desserts for a while (happy 2021, everybody!), I feel a bit weird writing about something this fundamentally bad for you, but not every analogy is perfect.

We bake a lot of cakes in this work. There are internal communication cakes, student recruitment cakes, research promotion cakes, sponsorship cakes — the list goes on. The bakery can be overwhelming, and sometimes we have to let some cakes fail to let the larger cakes succeed. To further torture the metaphor, we’re ideally applying the same icing to all of them… or are we? Is a consistent brand something that is absolutely mandatory, or — heresy!! — are we living in a world where brands themselves need to change to contextualize to different audiences and purposes?

That’s something we’ll be unpacking fairly soon.

January 10, 2021

Soundtrack: Kruder & Dorfmister, “1995”; The Kleptones, “OV,” “LO” and “ER”

Addendum:

I’m far from the first person to think of layer cake as an analogy for marketing. There’s a marketing company in California NAMED “Layer Cake.” It’s been used to describe other marketing processes, content strategy, and data-based marketing. It’s a good metaphor!

Other layer cake/marketing analogies I found, and found interesting:

Another “marketing cake” analogy:

https://www.linkedin.com/pulse/20140820035553-2108776-the-layer-cake-of-awesome

Cake as content development:

https://www.superdeluxemarketing.com/blog/building-a-content-strategy-three-layer-cake-style

Cake as marketing data analysis processes:

https://www.demandgenreport.com/features/demanding-views/bad-data-driven-marketing-fix-your-layer-cake

Cake and influencer marketing:

https://studio.whalar.com/why-influencer-marketing-should-be-a-piece-of-cake/

Categories
Higher Ed Marketing & Communications Theory

Deep Research: Desire, Recognition and Quality

I’ve been expressing a desire/need for more market research at work recently.

As always, I’ve sketched it out as a graphing project; what seemed easy/evident at first flush actually got tricky. It seems obvious when you look at it now, but sussing out the axes was a bit of a journey.

I work at an engineering school; one of the best in Canada; in some areas the very best in Canada and arguably the world. The key areas of focus in my role are:

  • Student recruitment (undergraduate and graduate)
  • Research promotion (which also drives faculty recruitment, and grad student recruitment)
  • Alumni relations
  • Reputational and rankings improvements
  • Internal communications

For the purposes of graphing why market research is desirable, we’re making a huge, and possibly dangerous, assertion: that we know who our “key people” are. There are four to seven “key people” sets in the above list, depending on how you look at it (arguably even more).

Let’s set up a graph. Hypothetically, we’re a small gum company; fun flavours and stylish packaging, great taste, not in every grocery store but well known thanks to some celebrities chewing our gum in public. Our key person in this case is an adult professional, not a 10-year-old child, which explains how some of these things plot:

Admittedly a bit silly.

This exercise will land you in four quadrants, each with their own vital question:

  • Highly desired, not recognized for — this is a marketing problem. Your key people want it, you’re not telling them you have it.
  • Not desired, not recognized for — this is a resource allocation problem. If people don’t want it, and they don’t care that we do it, why do it at all?
  • Highly desired, highly recognized — have we succeeded to the point that sustained marketing is needed? What’s the competitive profile — can we afford to slack on this and focus on other areas, or do we need to maintain superiority?
  • Not desired, but recognized for — do we want to stop working on talking about this (easy), or try to create desire for it among our key people (hard)?

Valuable stuff!

But it’s exponentially more valuable if paired with externally sourced and neutral evaluations of the same criteria. So once you’ve plotted your graph with market research, you also need (ideally concurrently) a Z-axis:

Of all the things you are evaluating, where are you offering something superior (or unique)? Where are you just on par, and where are you lagging?

We can then re-graph, using circle colour to denote one of three quality options…

This is where we move up from lower-tier marketing/communications (are we telling people what we want them to know?) and into the higher end of marketing: gauging true strengths and weaknesses, and making institutional, and frankly existential decisions about who we are and what we do.

This exercises moves us from four quadrants to twelve (superior, par, inferior), and three possible actions per quadrant. And some really rich, really challenging, questions.

IT’S TIME FOR A TABLE! Apologies for those of you on mobile.

DesirabilityRecognitionQuality
HighLowInferiorDo we invest in improvement in this area, and further in becoming known for that investment and improvement?
HighLowParIs this being marketed by other institutions — if not, do we want to try to seize that notional space and occupy the gap?
HighLowSuperiorHow do we improve our recognition in this key, high-quality area?
LowLowInferiorAre we investing resources here — and if so, why?
LowLowParIf we are investing resources here, do we fish or cut bait? What rationale is there for improvement?
LowLowSuperiorWhat value are we missing here? Should we be trying to drive more interest and recognition in this area?
LowHighInferiorHow do we shift recognition in this area to a more important area that needs support?
LowHighParWould improving quality in this recognized area put us in a position to create demand?
LowHighSuperiorDo we want to investigate opportunities to create desire in an area we excel at, and are known for?
HighHighInferiorHow do we improve the quality of this area, and avoid a worst-case scenario of disappointed and upset users?
HighHighParDo we need to invest in improving this area, or is our current level of quality competitive for the market?
HighHighSuperiorDo we want to invest in this as a marketing exercise, or is it tapped out as a reputation driver? Does the competitive space allow us to slacken and reallocate resources?

And now we’re into deep marketing work — digging into mission and values, looking hard at the actual markets you serve, and asking what, institutionally, you need to do to serve your interests but also best serve that market.

It’s worth reiterating that the wheels fall of this bus entirely if you don’t have a good and accurate idea of who “key people” are — once again, this takes you all the way back to mission and values, and your ultimate purpose in the market. Something as simple on its face as “student recruitment” begins to fragment quickly: do you only care about students with great GPAs? Students who demonstrate innovation and creativity? Students who might be a strong cultural fit in an institution with a strong cultural presences? Are EDII initiatives encouraging you to broaden your idea of an “ideal” student and market to different populations in new ways? And this for academics and researchers, for grad students, for alumni, for the general public… “key people” is a simplification, and itself a trap, if not approached prudently.

Both axes are also unpackable as their own research exercise. The “recognition” axis in particular demands its own approach: one that asks where your key people look for information, how they want that information presented to them, and whether you’re doing a good job at both of those things (and avoiding the places and formats they don’t care about). More graphs for another day…

January 3, 2021

Soundtrack: MF DOOM & Czarface, “Czarface Meets Metal Face”; Laurel Aitken, “Skinhead Train: The Complete Singles Collection 1969-70”; The Avalanches, “We Will Always Love You”.