As part of my series of
postings about internal communication strategy I realised that I hadn’t done
one on audiences and segmentation.
So…I’ll try to remedy that here with some notes from a recent programme that
I ran and it borrows in a few places from some work I did with Sue Dewhurst a
couple of years ago.
No one would dream of
communicating without understanding their audiences. As part of the planning process you should always think
about who you are talking to because:
·
we need different things from different segments –
you can’t afford wasting energy convinicing people who only need to be aware
and you can’t risk just sending an email to the very people who’se commuttment
and support you need.
·
we spend our lives ignoring the noise at work – so a
communicators has to understand enough about individual audiences to work out
how to grab their attention or what channels will reach them
·
people don’t wander around in a state of blissful
ignorance until we communicate with them.
They will react to our commuications according to their personal
experience, natuarl prejudices or whatever else is going on in their
world. If you don’t reflect this
in your messagingor channels you are doomed to a lot of wasted energy.
There are two essential areas
to think about:
·
Audience demographics
·
Segmentation.
It is inconceivable that a good internal communicator does not understand
the complexity of the workforce in their organisation. At its most basic, you can’t produce an
interesting newsletter if you don’t understand what different people want to
hear. And if you’re trying to
build employee commitment and loyalty, you need to understand how motivations
vary in different groups of employees
Demographics
At its most basic an internal
communicator should know some key things about their audiences. For a start we should be able to say:
·
Where they are
·
What they do
·
What languages they speak
·
What channels reach them
·
What is their recent history.
A
simple map of their organisation should sit on the wall of every internal
communicator. As well as
illustrating the fundamentals above, it will include other facts which reflect
the character and issues in the operation. A charity may differentiate between employees and
volunteers, a police force may list the split between enrolled officers and
civilian support staff.
The
key thing is to have at your fingertips a simple guide to the main segments
within the workforce.
The
Demographics Log book
Every good internal communication manager knows their audiences. Below is an example of a page from a simple
log for a manufacturing company’s distribution centre. It may not exactly match what appears
on the HR database, but it provides enough to tell the IC manager how to reach
some key people.
Download Demographic log book
Segmentation – why bother?
As
well as understanding where your audience are and all about their
communications habits you need to know about their likely reaction to
communication and what outcome you need from them.
You
need to know this information because it will influence their communications
behaviour, the messages to which they will respond and the channels you choose
to reach them.
In
fact, it is the vital responsibility of the internal communicator to understand
the different perspectives that exist within the organisation. It is certainly not unknown for major
decisions to be reversed when the communicators point out potential reactions
which were not previously anticipated.
When?
The
process of audience segmentation takes place in two main ways; as part of the
annual planning round and as a step in the development of plans for specific
initiatives.
When
looking at the annual plan, the internal communications manager has to
anticipate what events or activities will require support. Some of these will be regular items,
like the results announcements, the publication of the annual review or
calendar events such as Christmas or the summer staff barbecue.
Often
little fresh thought is given to the needs of different internal groups. Year in and year out, the same (or
similar) tactics will be used and very little attention is given to anything
apart from basic logistics. This
may or may not matter greatly; however, a base line picture of the organisation
is needed.
However,
deciding how to define employee segments is not an obvious task in itself. There are a large number of ways of
doing it – the challenge for the professional is to decide which approach to
apply in any given situation.
How? Different ways of segmenting your
audience.
The first and most common strategy for segmentation
is usually to reflect existing organisational structures and topography. Most communicators will naturally be
able to tell you how many people work at different sites or provide a
break-down from different divisions and functions.
In fact, wherever there is a defined organisational
distinction, internal communicators will be encouraged to use it as a model for
segmentation. Hourly paid vs.
salaried staff, membership of a share scheme or unionised and non-unionised
staff are commonly used as ways of identifying different audiences in
workplaces.
Following the existing organisational boundaries
makes much sense for internal communications. Many employees are happy with the identity which comes from
being a member of a particular division or skill group and are grateful of
communications tailored to their location or pay grade.
And such an approach typically is immediately more
efficient. The informal, and often
voluntary, networks of friends and helpers on which all internal communicators
rely will be organised along these lines.
For example, where an organisation is structured around locations, the
network will naturally also have a geographic logic with key contacts responsible
for individual sites.
The drawback is that the network has a natural
reluctance to consider alternative approaches to segmentation. If contacts are arranged around
operating divisions, considerable effort is needed to get the network to think
about messages that need to be differentiated in another way. Asking your key advisor for the Paris
office to communicate a message only to marketing people or to staff nearing
retirement is often less satisfactory than if you had a more direct way of
reaching those audiences.
A further constraint is that closely following
organisational boundaries can introduce gatekeepers who may not always be
helpful. For example, the Head of
Marketing may insist that any communication that is sent to her staff is
cleared with her first – regardless of the relevance of her permission. Many internal communicators have
experience of dealing with the site manager who has strong ideas about the
value of a CEO’s town hall or how it should be organised.
Notional ‘ownership’ of a segment of the population
is often seen to confer the right to modify, delay or even block messages even
when there is no reason to do so.
Finally, the biggest difficulty is that whatever
structure you choose, it assumes that the groupings within it are otherwise
homogenous as well. If all your
communications are organised around location, how well will it meet the
differing needs of accountants, researchers or marketers who happen to work at
the same place? Just because you
are a member of a particular group it doesn’t mean that you are identical in
every respect to every other member of that group.
The next most common segmentation strategy is to
define people in terms of their access to different media or channels of communication.
Every internal communicator today will have a fair
idea which of their people have access to email and who needs a paper
communication. They can usually
tell you who can reach the intranet and who can not.
However, segmentation by means of communication
behaviour often goes much further – and often without any deliberate design.
Every internal communicator knows of times when a
key piece of information was only provided through a particular channel – such
as the intranet – meaning that only people who looked at the intranet would
receive it. This approach is to be
avoided for anything which is likely to be controversial – if people think
you’ve tried to make an announcement by the back door it will seriously
undermine any hope you have of being seen as proactive or candid in your
communications.
Yet there are times when discussing issues only
with the users of one channel or another make sense. You may actually decide that you only want to debate a
specific topic with people who are interested enough to attend a meeting on the
subject or you would prefer to test initial reactions to something with the
small group of people who use a particular forum on the internet.
Interestingly, marketers often say that adventurous
or innovative consumers are marked by their exposure to multiple media. Apparently, people who watch more
television, read more magazines and spend more time on the Web are more likely
to experiment with new products.
There may be some lessons here for the internal communicator!
Perhaps one of the most important ways of looking
at your audiences is to consider what outcome is required from communication.
Some people may need simply to be informed about an
issue whilst you might want others to be actively involved in debating it and
reaching conclusions.
Bill Quirke has written extensively on this subject
and his books Communicating Corporate
Change and Making the connections
contain some of the best guidance.
In broad terms his point is that when considering
communications for a new project or initiative, the question should be asked
about who needs to do what to assure the success of the project. Communication activity can then be
focused on securing the outcome needed for each segment.
Consider, as an example, a project to introduce a
new appraisal system. At its
inception, the project will need to directly involve those managers who can
authorise any change.
Communications will probably be very personalised, perhaps involving
detailed briefings and inevitability significant changes to the plan in order
to accommodate their wishes.
Once the new system is designed, it will need to be
introduced to line managers – the people responsible for implementing it. Although they lack the authority to
reject the system, they certainly have the power to resist its introduction and
success will depend on their wholehearted compliance. As a result, communication will probably involve very
careful explanation and training.
Perhaps, there will be scope for some change to the plan in response to
their reactions.
Finally, for staff who need to be aware of the new
system, communication will probably concentrate on explaining the process and
timings.
Applying this approach is one of the strongest
tools in the internal communicator’s armoury. Many projects or change programmes undergo quite detailed
design before the communicators are involved. Yet often, only by asking questions about the specific
outcomes, do flaws become apparent.
Shel Holtz in his book Corporate Conversations also looks at this issue in a very helpful
way and is well worth reading for a highly practical approach.
Increasingly Internal Communicators are becoming
interested in how they can segment their audiences by attitude. Being able to target one message at
people with a positive outlook and another to colleagues with, say, a more
cautious disposition is clearly going to be very useful.
Such a model is enormously attractive when one
considers the problem of an individual who feels very differently about an
issue to those around him or her.
If your peers or manager hold views about an issue with which you
disagree, you are bound to want communications that help you make up your own
mind – a communication targeted at your information needs.
Writing in his book, The Employer Brand, Richard Mosely reports work done by researchers
TNS into employee attitudes at work.
He explains that they have created a simple model which defines ordinary
employees in terms of their commitment to their employer
cross referenced with their commitment to their career. This model divides the world into Ambassadors, Career Orientated, Company
Oriented or Ambivalents.
Mosely talks about UK retailer Tesco’s project to
use data to model employee’s attitudes to career development, reward and work
in general.
The Buy-In Benchmark
One popular model is the Buy-In Benchmark which I believe was
developed and used by the Enterprise
IG Brand Engagement practice in London to assess levels of
employee engagement.
The benefit of this approach is that it measures
emotional buy-in as well as intellectual understanding. This allows you to fine
tune your communication or change programme more effectively. A bystander may understand
the company's strategy but doesn't give a damn about implementing it. Whereas a
loose cannon can be highly engaged, but ignorant about where
they should be applying their enthusiasm. These two types will need a different
kind of mentoring to become champions who are intellectually
and emotionally engaged.
Enterprise IG have benchmarked a range of companies
around Europe and are therefore able to compare the results against a
quantifiable mean.
Use your data
Whilst
TNS use a simple two dimensional model, more advanced statistical techniques
can generate even deeper insights into the real attitudes of your people. Using techniques that owe much to
political polling, Robert Berrier of US specialists Berrier Associates develops
factor-based models for clients.
This
approach involves taking survey data and exploring the underlying connections
between staff attitudes and how they cluster together. Importantly, this approach does not
require a pre-determined model – by interrogating the data for each company
separately it comes up with the factors that matter most the organisation under
examination.
The Outcome (see case study here) is a model which explains what messages will interest people and
insights into how to engage them, particularly at times of change.
Apart
from the value which dispositional segmentation provides to crafting messages,
it also helps the internal communicator fulfil one of their most important
roles – that of organisational sense-talker. When senior colleagues are advocating decisions or communication,
having an alternative map of attitudes helps enormously to test the wisdom of
the proposal under consideration.
By stepping away from normal organisational boundaries, and the
political issues they bring, the dispositional approach allows an alternative
perspective to be aired.
Do it often
Whatever
approaches you choose, it is important to stand back occasionally and check
that your final model still makes sense and is complete.
It’s
sometimes easy to lose sight of the role which segmentation plays in delivering
overall business strategy.
Creating an over-elaborate model can mean that the level of complexity
in the system actually gets in the way of simply delivering communications.
Yet
at the same time, working exhaustively through a list of potential groups is
valuable to establish whether there are new insights that can be gained or
audience groups that are being missed off.
Liam