A Template for the Modern Communications Plan

Beyond the usual strategy and tactics (reaching out to reporters, attending trade shows, etc.), what are some of the things that need to be considered as part of today’s communications planning? Below is a template that we use for planning our client’s overall communications and special projects. Throughout the summer, I’ll blog about each part, including providing questions that need your answers, tips and techniques, and identifying the big changes taking place in the world of mass communications.

1. Vision
This section is a one paragraph answer to how the organization wants to be known. Or, if it is a project, what do we want to leave behind when the project is complete? An example would be for a nonprofit organization to be the “go to” source on all things related to their cause.

2. Goals and Objectives
This section differs from the greatest accomplishment in that goals are things you reach (milestones such as audience numbers) and objectives are things you create (happenings from new conversations and ways of thinking to a certain status).

2a. Our Greatest Accomplishment
This section highlights the single most important communication accomplishment that the organization or project can achieve. An example would be for an organization to have changed a particular conversation in its marketplace or to introduce a new idea.

3. Target Audience
This section can include demographic data, market research, and other information that showcases who you are communicating to.

4. Main Communications Channels
This section should describe the main channels (social channels, traditional, media outlets, events and shows and more) that you are going to use to push our your information, thought leadership and ideas.

5. Strategies
This section discusses the main strategies employed and why. Employing social media, engaging in media relations, community relations, holding events, launching a new “theme” for your industry — these are some tried-and-true strategies you’ll find in a plan.

6. Main Tactics
This section is the action plan. It answers what you are going to do on a daily, weekly and monthly basis to move the communications effort forward. Hold contests on Facebook? Develop a PSA series? Provide stakeholders with toolkits to help spread the word? this section houses the details.

7. “We Won’t” List
This section does precisely what the title says. Knowing what you will not focus your attention on (but could) is vital to ensuring focus.

8. Content Strategy
The section addresses how you are going to assess, develop and manage the ideas, thoughts and content you will use to direct conversations, viewpoints and reputation and image.

9. Positioning, Messaging & Storytelling
This section should include your message guide, from a positioning statement, value proposition to spotlight pitch on the organization or project. It sets the message tone so everyone is clear on what you are going to say and how.

10. Monitoring & Measurement
This section, one of the most well-intentioned but often ignored areas, will go into how to tell how you are doing and how to share that with managers, executive teams and other stakeholders.

11. Team Players.
This section will identify – by name – who is going to design and implement the plan.

12. Timeline.
How are you going to ensure your company will use it? There is no sense in having a communications plan if you aren’t going to use it, so plan out your activities. Set dates.

Lucky number 13: How much money are you willing to spend? The reason there is no formal section above is because, in my 30 years of experience, every organization is different around money. Some know exactly how much they want to spend and will tell you up front. Others wish to see a plan with a budget attached before making a decision. Regardless, began to talk about money early and as the above template unfolds. The plan will usually tell you how much you need to spend to be effective. Decisions can be made from there.

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