Assuring Quality of Public Relations Messages


During the implementation stage of a campaign, public relations managers need to concerned with quality assurance. This involves making sure that each campaign message:

Effective implementation of a campaign involves oversight of day-to-day activities to assure that the tactical implementation of the campaign does not unintentionally subvert the effectiveness of the campaign's strategy.

Quality Begins With Quality Project Input

Once a campaign plan is written and approved, public relations managers and staffs must turn to the preparation of each of the project components outlined in the plan.

Often times, these elements are only specified in a general way in the plan. Thus, planning process continues well into the implementation phase of the campaign as staffers begin implementing each part of the program.

How can managers help assure the quality of campaign messages?

Backgrounder or Fact Sheet

A first step is to prepare a backgrounder or fact sheet that compiles all of the pertinent basic information about the product, client or service. The backgrounder is informational, rather than strategic, and is intended to compile in one place all of the basic information that might be incorporated in campaign materials. If key facts cannot be obtained, it might be necessary to conduct additional research or to other steps necessary for them to be available (such as the establishment of an 800-number for processing inquiries). The backgrounder is a basic tool used to assure accuracy and consistency of information contained in campaign materials. Backgrounders should be updated, as needed.

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Some examples of items that might be included in the backgrounder:

Creative Start Sheet

With general information compiled in the backgrounder, each project then should begin with a start sheet, a simple one or two-page outline that addresses key questions relevant to the particular project. Start sheets are referred to as "blueprints" in some agencies.

A start sheet is particularly important when the creation of materials will be done by someone other than the individual in charge of the project. The start sheet provides strategic information in written form, and provides a convenient outline for discussions about the project. The start sheet also requires that many key decisions be made before any copywriting begins.

Some typical items found in a start sheet include:

Message/Media Outline (MMO)

An alternative to the creative start sheet is a Message/Media Outline. This format is used to provide answers to seven key questions:
  1. What is the ultimate action you want from the reader, viewer or listener?
  2. Who are the audience decision makers?
    Who influences these decision makers?
  3. What is a need, concern or interest of the decision maker?
  4. What is the message?
  5. What are the channels of communication?
  6. Who are the spokespeople?
  7. How can the message be packaged to raise an audience need/concern/ interest and offer the product, issue or organization as a means of fulfilling that need, minimizing that concern or satisfying that interest?

Reviewing Creative Materials

With accurate information and a direction agreed upon, the task of the writer or producer is to create the material by melding the client input contained in the start sheet with her or his own creative insights and abilities.

Upon completion, all materials should undergo a thorough review process that includes:

Careful internal review is one of the most important ways to avoid embarrassing or costly errors or omissions. Thus, program planners need to incorporate sufficient time to allow all parties concerned to review and approve all copy. Written approvals should be obtained in all cases, and should be retained in a file with all other working papers.

Make Copy Changes Purposefully

The strongest drive is not money or sex. It is
one person's need to change another's copy.

This adage looms large in the minds of experienced copywriters, who are frustrated by zealous clients who make arbitrary or needless changes.

Copy changes should not be made simply based on one person's preferences for word choice or phrasing. Instead, copy changes should be made purposefully to eliminate:

Inaccuracies can be checked against the backgrounder. Inconsistencies with program objectives or other messages can be revealed by consulting the start sheet. In checking grammar and spellings, useful resources are a contemporary dictionary as well as style guides such as the Associated Press Stylebook.

Legal concerns include compliance with any legal requirements for disclosure of information applicable to a particular industry. More general legal concerns include: unintended defamation of others, accuracy (truth-in-advertising) concerns, fairness, and invasion of the personal privacy of others. (Be sure to obtain written permissions to use the words or images of individuals or to use copyrighted or trademarked material.) Managers working for publicly traded corporations must also be watchful of material information that might trigger the need for prompt and full disclosure of financial information. (Information is considered material if it could influence the activity in the company's stock.

Simple corrections are a normal part of the creative process. However, if extensive revisions are involved, it is often preferable to return a draft to the writer or producer with specific directions for changes. Extensive changes by wanna-be editors can often result in inconsistencies and significant differences in content, style, pace and tone, which can jeopardize the overall qualty of the piece.

Evaluating Overall Message Quality

Beyond making technical, stylistic, legal, strategic and editorial corrections, managers should step back to assess the effectiveness of the message overall. Depending upon this assessment, extensive revisions might be required.

Several leading professionals have suggested ways in which to evaluate messages.

Patrick Jackson's Five Key Questions

Patrick Jackson, editor of pr reporter, suggests five basic questions in assessing a message:
  1. Is it appropriate? For the sender? For the recipient?
  2. Is it meaningful. Does it stick to the subject, and is it geared to the interests of the audience?
  3. Is it memorable? Does it employ devices -- including verbal, graphic and aural imagery -- that people will remember?
  4. Is it understandable?
  5. Is it believable? Does the source exhibit trustworthiness and expertise?

Behavioral Framework Analysis

Kerry Tucker, Doris Derelian and Donna Rouner outline a four-part behavioral framework model, which suggests that messages should move audiences toward some type of desired action. In evaluating a message, they suggest asking the following four questions:
  1. Does the communication raise an audience need, concern or interest? (Can audience members easily put themselves into the situation?)
  2. Is your product, issue or organization offered as a solution in a clear and concise manner? Are the benefits of the solution clearly presented? (Can audience members answer the question, "What's in it for me?")
  3. Are the consequences of leaving the need, concern or interest unresolved clearly presented? (What happens if no action is taken?)
  4. Have you helped the individual members of the targeted audience mentally rehearse or think through the action you'd like them to take?
    For more details, see their Public Relations Writing. An Issue-Driven Behavioral Approach, 3rd ed. Upper Saddle River, NJ: Prentice-Hall, 1997.

Communicating With Clarity

Communication involves the exchange of messages and meanings between two or more parties. Thus, the creation of understandable messages is critical to effective communication.

The following questions are adapted from points on message clarity provided by Professor Dennis Wilcox.

  1. Does the message match, in content and structure, the characteristics of the audience? Write to the age, education, interest, knowledge and involvement levels of the audience. If in doubt, test the comprehensibility (see next section).
  2. Does the message use symbols, acronyms and slogans effectively? Audiences respond to symbols. But symbols must be used appropriately and with respect. Similarly, acronyms help simplify messages, but too many acronyms in the same message can be confusing.
  3. Does the message avoid unnecessary jargon, or excessively technical or specialized terminology? Even when writing for audiences with high levels of technical knowledge, messages will be more comprehensible by using less technical lanaguage. But be sure the meaning is precise.
  4. Does the message avoid cliches and hype, or overused and self-laudatory language?
  5. Does the message avoid euphemisms, especially when used to hide bad news or to mislead people? Be direct. For example, don't refer to an employee layoff as a reduction in force.
  6. Does the message avoid unintended discriminatory language or imagery, especially related to gender and race? Avoid unintended sexism or stereotyping that can jeopardize the message's credibility or trigger objections.
For a discussion, see Dennis L. Wilcox, Philip Ault and Warren K. Agree, Public Relations Strategies & Tactics, 4th ed. New York: Harper Collins, 1997.

Pre-Testing Messages

Formal copy research is not used as extensively in public relations as it is in advertising. However, it might be advantageous in certain instances to formally test copy or message elements. Such pre-testing is usually limited to message elements that involve a considerable investment of time or money, or which have important long-term implications, such as the adoption of a new organizational logo or other graphics. Such as developmental research is classified as progressive research, rather than summative research that is used to evaluate the program.

The following are some common techniques that can be used to pre-test messages. These are listed from relatively modest, low-cost approaches to more sophicated and costly methods:

None of these techniques is perfect; all have limits because they represent attempts to anticipte effectiveness prior to the full widespread dissemination of messages. However, to the extent that they help avoid costly mistakes and improve communication effectiveness these techniques can enhance the quality of public relations messages.


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August 1997