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Social Marketing Worksheet

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					                 Social Marketing Planning Worksheet
                         (Kotler et al 2002 and Weinreich 1999)

I. Formative Research in Social Marketing (Secondary Research)

A. What is the social problem that you are addressing?
B. What is the epidemiology of the problem in your population?
       Prevalence (how often)?
       Incidence (rate of new cases)?
       Characteristics of people at high risk?
       Groups that have severe consequences?
C. What are the main ways to prevent the problem?
D. What are the most common or serious consequences of the problem?
E. What is the environmental analysis of the social problem?
       Geographic (neighborhood, city, state…)
       Social Trends
       Economic Trends
       Demographic Trends
       Political Trends?
F. Stakeholder analysis
       What groups, community leaders, or other individuals might oppose you?
       What groups, community leaders of other individuals might support you?

II. Analyze and Select Target Audiences

A. Describe potential target audiences for your program/campaign in terms of size,
   problem incidence and severity, including demographics, psychographics,
   geographic, behaviors.
B. Select and justify your primary targets in terms of their relative vulnerability when
   compared to other potential targets. Think about the issues that we discussed in class
   when you are exploring the nature of their vulnerability. Why is this target more
   pressing or deserving of attention.
        Knowledge (do they have accurate information or misperceptions, what
           benefits, costs, and barriers do they perceive)
        Attitudes (do they feel at risk, how do they feel about the behavior change, do
           they feel they can perform it, is their social support)
        Behaviors (what are their current behaviors, do they need new skills, what
           would help them)
       (The above sections are in outline form. Remember to document your research
       sources using a standard and consistent reference format such as APA style.
       Twenty sources is a reasonable number of sources for a team of 5 people to form
       a basic understanding. The rest of this outline is the structure for your written
       social marketing plan that now must be in essay form following the structure
       below.)

C. Determine which stage of behavior you are targeting.
D. Justify if you include a secondary targets.
E. What are the major competing alternative behaviors (benefits and costs)?

III. Set Objectives and Goals

A. Behavior objective: What very specifically, do you want to influence your target
   audience to do as a result of this campaign or project?
B. Knowledge objective: Is there anything you need them to know, in order to act?
C. Belief objective: Is there anything you need them to believe, in order to act?
D. Goals: What quantifiable, measurable goals are you setting? Ideally, this is stated in
   terms of behavior change. Other potential measures include goals for campaign
   awareness, recall and/or response, and changes in knowledge, belief, or behavior
   intent levels.

IV. Review Past Campaigns

A. Review past campaigns that are related to your social problem
B. Critique the most relevant campaigns and explain how they will inform your
   intervention

V. Develop Marketing Strategies

A. Product: Design the Market Offering
           What is the core product or benefits of the desired behavior?
           What is actual product or the desired behavior?
           What is the augmented product (do you need to include tangible objects
             and services or do you need to improve existing services)

B. Price: Manage Costs of Behavior Change:
            What are the costs the target audience associates with the product?
            What other barriers prevent the target audience from adopting the product?
            Can you minimize or remove these barriers?
            Can you offer any incentives?
            What prices will be set for tangible objects and services associated with
             the campaign?

C. Place: Make Access Convenient
           What are the places where the target audience makes decisions about
             engaging in the desired behavior?
           Where and when will the target market acquire any related tangible
             objects and services?
           What distribution systems will be most efficient for reaching the target?

D. Promotion: Create Messages (creative brief)
          What are your specific communication objectives?
          Who is the target?
            What is the competitive climate?
            What is the principle idea or benefit?
            What is your supporting evidence?
            What specific actions do you want your target audience to take as a result
             of this campaign?
            What communication style and tone will be used?
            What is the execution (and media types)?

E. Stakeholders (i.e., private, government, or nonprofit?)
    Who will be a crucial ally in this intervention and how will you court this ally?
    Propose one CRM. (Do articulate what will be exchanged, how you will court this
      partnership, and what the conceptual fit will be.)

F. Policy
        Are there any policies that would create an environment more conducive to
          the desired behavior?
        Is there any pending legislation that would positively or negatively affect your
          program’s goals?


VI. Develop a Plan for Evaluating and Monitoring

A.     What goals from Step 3 will be measured?
B.     What techniques and methodologies will be used to conduct these measures?
C.     When will these measurements be taken?

				
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