APG Big Thinking on Strategy

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The Purcell Room on the South Bank seats 387 poeple and last Thursday 2nd October every seat in the house was taken for an electric afternoon of talks from some of the best strategic minds in the business. You can find authoritative coverage in article by Ttracey Follows in Campaign. The feedback we have had from the audience has been exceptional so thanks to our amazing speakers and to all of you who came to the event and helped make it such a success.

If you weren’t able to make it, we’ve published below a few perseptives on the speakers and the themes. The one below is by John Griffiths of Planning Above and Beyond.  Scroll down to read about his perspective.  There are also two pieces by David Tiltman of Warc and some blog links.

We didn’t film the event as we took the view that you had to be there.  The APG is as much about building a sense of community and brining planners and strategists together to meet, talk and get to know each other, as it is about promulgating strategic thinking and new ideas. (You can see photos and read more views on our linkedin and facebook pages).  We’ll carry on promoting and encouraging live events as much as we can, and with the kind of turn-out we had on Thursday, we’re guessing you agree.

Thanks again to our media sponsor the Guardian, and to JWT who conceived and created the concept of the Big Brain to support the event.

From John Griffiths

This must be one of the biggest APG meets ever, with a packed house at the Purcell Room.  Tracey Follows set the scene by commenting on mission creep, the number of strategists increasing but strategy is under pressure – all the focus is on implementation – is strategy in rude health or in trouble?

Guy Murphy’s theme was global planning having demonstrated with a show of hands that most of the room was working internationally – and that is where corporates expect to get most of their growth.

He challenged Ted Leavitt’s supply side assumption that growth was about scaleability and standardisation. That didn’t take into account local cultural preferences and tailoring  to local needs to keep it personal.  Durian McFlurry is a very local expression of McDonalds globalism.  He argued that local is what energises globalisation. It keeps campaigns authentic and stops ossification.

I have heard Bridget Angear of AMV BBDO speak twice, and both times she referenced the Sainsburys ‘Try something new’ campaign, as I would if I had worked on a campaign as successful as that.  Her point was that implementation cascades through mission, brand strategy , creative, to implementation to proven effectiveness – And it has to work at every level not just the top one. She produced a great statistic that IPA effectiveness and APG awards have mostly diverged.  Only 5 out of 100 case studies have delivered creative success and proven effectiveness.  The danger with effectiveness is the way it tends towards convergence away from big thinking and long term thinking.

Ben Malbon of Google Labs has the chops from working as a planner at BBH but the cred of being client side with one of the world’s most successful tech companies. He pointed out that strategy was being done by product managers  – not communications or marketing planners.  I wasn’t entirely clear if he was telling us all to quit and become product managers or how to revise planning schtick to be useful to the people who were actually doing the strategy now.  But by identifying the confluence of user experience, technology and the business goals we will have a breadth that makes what we do more relevant: Making things that people want – though I don’t recall he used the ‘research’ word anywhere in his presentation. He also mentioned speed: the  need to get to market with a prototype and to develop the prototype in market rather than try to get it mostly right in development before talking

Ben had glitches with the presentation which meant he was often explaining what was supposed to be on the blank screen.  He could simply have talked to us but the invisible but present text was an example of how strategy functions – it’s an invisible essential substrate. You can’t explain where you are going without reference to it.  That is important because Ben was the first of a number of speakers to talk as if strategy was becoming perpetually buried in implementation or skunkworks. Making stuff without worrying overly about the strategy behind it.   And his determination to recover the text of his slides reminds us why strategy continues to be so useful.

Adam Morgan from  Eatbigfish was next. He was determined to introduce the grand themes of his next book. He challenged the tidy xy positioning charts where you picked a couple of oppositional axes and then found your place in the world on the chart and a new position towards which to travel.  He remarked on how many brands are now experimenting with bringing the poles together and not assuming that extreme opposites were impossible as conventional marketers like to think. It is possible to have a better made product for a lower price for example.  He recommended bringing the poles together and making combinations of benefits which would give impetus to your business and would ‘de-position’ the competition as it struggled to stay within the safe boundaries of legacy categories.  Move your categories around and use extremes which scare away your competitors.

Sir Laurence Freedman – Author of Strategy: A History, started by commenting on the difference as he saw it between strategists and planners. Plans didn’t survive the first contact with the enemy but strategists carried on having to improvise. Strategy involves anticipating and adapting to opponents.  He defined strategy as the art of creating power and quoting Churchill and Roosevelt pointed out that being able to avoid outright confrontation or to enlist allies without needing to buy them were all examples of strategy at work which didn’t require open conflict.  He also referenced chimp behaviour and how they used empathy to improve their social position.  Soft power is as useful as hard power.

His parting advice was to focus on the start point and to recognise that even with objectives achieved that the end is not the end but the beginning of something else so strategy will need to be ongoing.  Strategy is an ongoing soap not a 3 act play.

Russell Davies talk could have been called after his most famous Cog commercial – isn’t it great when it just works? He effortlessly contrasted examples of longwinded and ineffective strategy with practical implementation examples from his work with the government which is demonstrably saving tens of millions of pounds.  His argument is that communications needs to move from persuasion to usability – where strategists can focus on behaviour and be more gainfully employed.  He thinks usability now so dominates marketing and the lack of it triggers so much futile and angry communications from customers that brand reputation ought to be focussed on this area.  What I am not sure about is whether this justifies the wholescale moving from targeting prospective customers and those not in easy reach to ongoing communications.  There is clearly a need for effective implementation and operationalising. Retaining sales and continuing to communicate with existing customers will cover a significant percentage of the turnover. But it can’t cover all of it.

The reason why strategy needs to be deployed is because businesses (and governments) need people not easily within reach and need to recruit them within reach cost effectively. The effort and cost of doing this is multiple times the cost of talking with existing customers, but has to be done.  The more effectively and economically this is done the better.   But UX can’t do all of it alone.  Russell offered an enticing vision of government departments borrowing best practice (and code) from each other around the world.

The memorably named Charity Charity took to the stage next to talk about the use of archetypal narratives such as the Cinderella fairy story to engage with women customers.  How the expressions of the Cinderella myth had changed over the last half century with a whistle stop tour.  And how native advertising was being used to engage them more credibly.  Inevitably there was limited time to cover this most elaborate and ambiguous subject – where does the credibility come from: editorial or brand? Dangerous for both if it falls between stools.

And then we finished with Malcolm White talking about the future of strategy. He had actually read Laurence Freedman’s new book on Strategy and made several deferential references to it, Freedman being a fellow Northumbrian!  He playfully addressed the falling interest in strategy client side with a magic formula which he stress tested using the Sainsbury’s award winning case study. Strategy being made up of a clearly desired  outcome  being  dissatisfaction with current state x vision for the future x practical steps  over competitive activity as long as that is greater than the psychological or emotional cost of changing  (yup I got lost as well) .

Strategists are in rude health – there were hundreds of them crammed into the hall.  Strategy is in less good shape.  There was a sense that marketers are less interested (not senior enough?) and that people other than marketers (who planners rarely get to meet) are doing the strategy now. If strategists are acting as handmaidens to a series of executions then Russell is right and the future is implementation. Which is not as bright as he made it sound.  Bridget made reference to strategists needing to make app like strategies and not trying to redesign operating systems over and over. The unanswered question was that if this is how agencies earn their crust now do we need strategists at all?  Or super tactician/innovators who can pull teams together fast around an idea?

John Griffiths – Planning Above and Beyond

http://accountplanning.blogspot.co.uk/?view=mosaic

Here is a link to another perspective from Alex Dobson at Hall and Partners

The death of the big idea and the future of strategy – David Tiltman, Warc

What does the term ‘strategy’ mean in modern marketing? And what does a ‘strategist’ actually need to deliver?

For Tracey Follows, APG Chair, they are questions that need an urgent answer. The reason? A shift in marketing toward the “executional” – a world of real-time response and short-term results. As Follows puts it, “We are no longer in the age of the big idea. We are in the age of big data.”

The danger is that strategy becomes marginalised. Speaking at the APG Big Thinking on Strategy event in London, Follows pointed to “a culture emerging in our industry that isn’t clear on what strategy is or what it does.”

Strategy, then, needs to be reinvented as those in ‘strategy’ roles adapt to new challenges and new opportunities. “Have we gone too far,” Follows asked, “Or not far enough?”

The key arguments that emerged from the event were:

  • There’s a lot of talk about strategy, but clients are no longer engaging with strategy as part of the advertising process.
  • Strategists need to prove a link between strategic excellence and effectiveness.
  • Strategists should be much more involved in the actual execution of ideas, and more willing to test and learn.
  • Strategists should be more focused on usability and utility.
  • Strategy doesn’t stop – it is more a soap opera than a three-act drama.

The paradox of strategy

On one level, strategy has never been more prevalent in marketing communications.

As Follows noted, there are more job titles than ever before with ‘strategy’ in them. And there are more books on strategy.

But at the same time, ‘strategy’ as a concept has never been more under fire. In 2011, Booz & Co (now called strategy&) argued that the most important element in innovation was corporate culture http://www.strategy-business.com/article/11404?pg=all, rather than strategic brilliance. Culture was harder to replicate than strategy.

This attack on ‘strategy’ partly reflects the growing complexity of the industry – more media channels, more data, more fragmented audiences (plus, as Adam Morgan of eatbigfish pointed out link to other piece from this conference, new forms of strategy are emerging). Strategy is, put simply, harder to achieve.

Malcolm White, founder of krow communications and another speaker at the APG event, highlighted three further reasons for the marginalisation of strategy.

  • A “virile anti-intellectualism” in marketing (at least in the UK).
  • There is no one ‘form’ of strategy in marketing, making it a “difficult subject to pin down”. And as White pointed out: “We strategists have done a bad job in explaining it.”
  • Strategy in its classic form precedes action. In a marketing environment that prizes rapid response, ‘strategy’ can be perceived as delaying action.

White argued that this should be a “golden age of strategy”, but instead clients are simply not engaging with strategy as a discipline. He cited one client who asked him: “Why do we need strategy in our planning process? Can’t we just do some good ads?”

Does strategy work?

This suggestion – that high-quality execution is possible without worrying about the strategy behind it – was highlighted by another speaker, Bridget Angear, Head of Planning at AMV BBDO.

Angear noted that there has been some impressive research into the link between creativity and effectiveness – not least the work by Peter Field and Les Binet http://www.warc.com/Content/ContentViewer.aspx?ID=5f9b85ee-502a-4ba8-b26b-9c164d791f1f&CID=A93438&PUB=MKT&MasterContentRef=5f9b85ee-502a-4ba8-b26b-9c164d791f1f for the IPA. It is now generally accepted that creative work is more effective than non-creative work.

There has been no corresponding work on establishing a link between sound strategy and effectiveness.

The assumption, said Angear, was that great thinking would lead to great work, which would lead to great results.

But could this be proved?

As a first step, Angear looked at winners of the IPA Effectiveness Awards (which focus on the results of marketing communication), and winners of the APG Creative Strategy awards (which focus on strategic ideas within marketing communications).

Since 2004, the APG has awarded 35 golds, and the IPA has awarded 40 golds.

Of these campaigns, just five (7% of the total) won an award in both competitions:

So at first glance, the winners of these awards do not support a link between strategy and effectiveness.

Angear set out five hypotheses for why so few campaigns win in both strategy and effectiveness awards.

  1. The judges are fools (though Angear argued this was not the case)!
  2. Maybe there are too many other variables in play that can have an impact on effectiveness once the strategy is ‘live’.
  3. Effectiveness is often considered at the end of the process, not the start. Although this seems obvious, it is often ignored. Angear pointed out, from personal experience as a judge, that at least half of IPA Effectiveness Awards entries are rejected for this reason. “Some people think great thinking is the same as great strategy,” said Angear. “But objectives have to be anchored in the broader context of business and brand challenges.”
  4. The industry needs more big thinking. “Big thinking now seems to be about big numbers – things shares or likes,” said Angear. This was a mistake.
  5. The industry needs more long-term thinking. Strategists, argued Angear, should be much more interested in defining a brand’s “purpose”, as brands with purpose are “more likely to stand the test of time”. She added: “There is a danger that people will think that means good causes. It doesn’t have to,” pointing to work like Honda’s ‘Power of Dreams’ and American Express’ ‘Small Business Saturday’ http://www.warc.com/Content/ContentViewer.aspx?MasterContentRef=f5e697b6-eccd-4aa1-b639-bafa4962d4d0.

If strategists can start to wrestle with these issues, said Angear, “perhaps we’ll see a better correlation not just between creativity and effectiveness, but between strategy and effectiveness.”

The view from tech: strategists as product managers

Technology is driving many of the changes to the strategist’s role. Two speakers, both former agency-side strategists now working in the tech world, provided their view on how marketing strategy needs to adapt.

Ben Malbon, Director, Creative Partnerships, Google, focused on the ‘product manager’ role at the search engine. These individuals are essentially mini-CEOs, responsible for a different Google product. And they sit at the intersection of three areas:

  • User experience
  • Technology
  • Business

Their role, said Malbon, “is focused on extracting the maximum business value from a product”. To do that, they need to be business-literate. But they also need to understand the principles of coding, even if they can’t code themselves. And they need to be able to represent the end user, and ensure their voice is heard as technology is being developed.

Planners and other agency-side strategists, he added, should also be at the intersection of three areas:

  • People
  • Creative stuff
  • Business

Like the product manager, planners should be able to approach a problem from each direction, and ensure a solution that blends the three.

With that in mind, Malbon gave four pieces of advice for strategists.

The first was to recognise the two different types of strategy:

  • Deliberate strategy – the traditional approach, where a concrete plan of action is developed. This, said Malbon, is “hard”.
  • Emergent strategy – a more agile approach, with less continuity. This is “harder”, and as a result it is “much less common to find planners who like emergent strategy”.

There is a big difference between the two. One definition of planning’s role has been to give the creative team an unfair advantage – in other words the planner stops adding value once the creative brief has been handed over. But that can only apply to ‘deliberate’ strategy.

“Today the greatest value of planning is where it once stopped – when we start making stuff,” said Malbon. Google’s product managers, for example, become more, not less, committed to a project as the development process progresses.

The second piece of advice was that planners should be building systems or models – in other words, an understanding of the way something works. Traditionally, this would be the campaign (or ‘big’) idea. Now the ‘model’ could be thought of more as ‘guide-rails’ to a campaign. A good example, said Malbon, is Johnnie Walker’s ‘Keep Walking’ http://www.warc.com/Content/ContentViewer.aspx?ID=37d07490-d083-4379-8778-b6f6e2af599e&MasterContentRef=37d07490-d083-4379-8778-b6f6e2af599e.

These models should be built to last. Malbon argued that planners often “get into trouble” here, trying to come up with new ‘big ideas’ when they are not needed (arguably because the planners can’t get close enough to the creative elements). “They try to build new systems,” said Malbon. “But what is needed is new things to run on the system – software, not hardware.”

The third piece of advice was to ‘iterate wildly’ – with a test-and-learn approach to decision-making. Malbon pointed out that the ability to “pivot” to something that is “right” is more welcomed in Google than in an agency. Strategists should try to be the “champions of the 10% idea”.

However, he also issued a word of warning that this approach to decision-making cannot be mixed with a ‘deliberate’ form of strategy. “Bad things happen when decision-making gets mixed between two modes: deliberate strategy at an emergent pace; or emergent strategy at a deliberate pace.”

Malbon’s fourth and final piece of advice was to “make things people actually want”.

Google product managers and planners are similar in that their role involves bringing intelligence to bear on a problem. Their goal is to turn a product into something scalable that people want. Both are there to cut through the confusion caused by “competition, complexity and technology”.

Product managers, however, ask a big single question: is what I’m making in some way useful? More planners should be asking that question.

The view from tech: usability above persuasion

Malbon’s final point was picked up by Russell Davies, Creative Director at the UK Government Digital Service and the second tech-side speaker.

His core argument was that strategists need to recognise a shift “from a world of persuasion to a world of usability”.

Davies argued was that marketing’s “source of power” as a business function has been its knowledge of attention propositions, brands, persuasion, story-telling and relationships. “Big organisations like these things,” he said. But this “source of power” is in decline, largely due to the internet.

It has always been better to have a superior product to the competition. However, it has until now been easier to make a parity product with marketing on the top.

Two things have changed:

  • The marketing side is harder;
  • Producing a brilliant product “just became way easier, if you’re a digital company”.

For non-digital companies, the answer has been to maintain parity products and to try to adapt the marketing.

“The answer is just to do better products,” said Davies. “It’s not complicated. It’s just hard.”

These are principles Davies’ team try to follow at the GDS (see www.gov.uk/designprinciples for more). The focus is on users and their needs.

For strategists in marketing, there are a number of lessons:

  • The strategy is the delivery – and strategists should be involved in the work. “I would disagree that great strategy leads to great work. I would say that great strategy is great work.”
  • Avoid innovation; just fix the basics. Often, the service provided to users is not good enough. Simply fixing what is there will be seen as innovative – or as Davies put it: “There are enough ideas, just do some of them.”
  • Don’t assume marketing is the answer. Sometimes it’s best not to tell anybody. For example, when the GDS changed its brand from Directgov to Gov.uk (including a change of URL), rather than announcing the change via a big campaign, the service didn’t tell anyone but instead redirected 83,000 existing URLs and ensured no link remained broken. That solution was suggested by the technology team.
  • Be open. The GDS makes the code for its site open, allowing other government agencies around the world to take it and use it. This instils a “habit of usability”, according to Davies.

The view from outside

A separate view on strategy came from a speaker drawn from outside the industry. Sir Lawrence Freedman, Professor of War Studies at King’s College London and author of Strategy: A History, focused on how strategy has been understood in a military context, and what lessons that might hold in business.

One of the points he made is that the conflation of ‘planning’ and ‘strategy’ in the marketing world would not hold up in the military, where “planning isn’t strategy”.

The reason is that a ‘plan’ only goes so far as the areas you can control. A plan has to change once it is put into action, because it then has to respond to all the variables of real life. As German Field Marshal Helmuth Von Moltke once commented: “No battle plan ever survives contact with the enemy.”

Or as Mike Tyson once said: “Everyone has a plan ‘till they get punched in the mouth.”

Many armies, then, end up with a succession of short-term plans, each one responding to the situation as it evolves. This is not, stressed Freedman, an admission of failure; “it’s just what happens.”

So what, asked Freedman, is strategy?

Essentially strategy is about power, and the use of resources. “It’s a successful strategy,” he said, “if you’ve got more out of a situation than your pot of power would have suggested.”

But the brutal truth about military strategy is that usually the better-resourced force will win the battle – in Freedman’s words: “There are limits to how well you can outsmart your opponent.”

So strategy is often about how you will survive as much as it is about your ambitions for where you want to be. Considerations might include:

  • Only picking fights when you can win;
  • Forming coalitions;
  • Use of empathy – recognising the way somebody else thinks allows prediction or manipulation.

Strategy is also about post-rationalising judgment calls. Freedman cited Daniel Kahneman’s theories of System 1 and System 2 http://www.warc.com/Content/ContentViewer.aspx?MasterContentRef=095d2275-3dd6-4324-9857-809c473bb0a2 thinking. His point was that many decisions are made on quick judgments (System 1) – and this fact is often missing in strategy textbooks. Strategy tends to be the post-rationalisation – “justifying the decision and working it through” (System 2).

Freedman ended with the following conclusions:

  • Strategy is about power and the deployment of resources. “It is an art, not a science.”
  • Strategy is more than planning, because planning cannot account for a world of “interdependent decision-making”. Part of the challenge of strategy is predicting the decisions and the reactions of other parties.
  • Strategy should be “governed by the start point, not the end point”, as you will rarely get to the end point. It is important to “get to the next stage”, but you’ll need a new strategy when you get there.
  • Strategy doesn’t stop. Even if you win a war, the next day you will have fresh things to do. As Freedman put it: “Strategy is not a three-act drama; it is a soap opera.”
  • Strategy is ultimately about choice. “The exciting thing about strategy is that it is about making choices. And those choices are really important.”

Brand strategy in a disrupted world: insights from Guy Murphy and Adam Morgan

Since the turn of the millennium, globalisation and digitisation have transformed brand strategy.

Two speakers at the APG Big Thinking on Strategy event in London picked up on the changing business environment in which strategists have to work. In particular, they focused on the strategic needs of two important new ‘types’ of brand:

  • Guy Murphy, Worldwide Planning Director of JWT, looked specifically at the rise of global brands, and the need for strategists to understand the ‘theory’ behind global brands, and how they interact with local cultures.
  • Adam Morgan, founder of eatbigfish, pointed to a new wave of disruptive, tech-driven brands. These brands are rewriting category rules and effectively ‘depositioning’ established brands.

Global brands, local culture

Murphy’s argument was that international growth was key for a growing number of client-side marketers (in a show of hands, just three of the 400-strong audience said they worked on a brand that did not exist outside the UK). It will be important for the marketing communications industry to understand the ways brands can be applied to new cultures.

Despite the importance of international growth, there little theory on global brand-building. Murphy argued that global brand theory went back to the work of Theodore Levitt http://hbr.org/1983/05/the-globalization-of-markets in the early 1980s.

Levitt was a champion of globalisation, and believed brands should globalise. He believed technology would converge consumer tastes, and that people around the world would increasingly want the same things. From a business perspective, that would give an advantage to companies that could make the same product everywhere – the huge economies of scale would allow these organisations to offer their products at a low price, and consumers would choose these products over higher-priced rivals from smaller companies.

Levitt argued that variation in the product should be avoided – and at the time he was writing, Sony was following this model very successfully. The marketing of the products should also be standardised.

But as Murphy pointed out, Levitt’s predictions have not come to pass. Instead, global brands attempt a balancing act of global consistency and local relevance. “Car companies,” he pointed out “make a different car for Europe and the US,” despite the huge

And brands that distribute the same product globally (such as Guinness or Google) tend to change their marketing strategies in different parts of the world.

If anything, said Murphy, campaigns such as ‘Share a Coke’ show that personalisation is becoming more, not less, important in a world of global brands.

So what went wrong? “Technology did not create a global consumer; it created a global culture.” said Murphy. “And that did not come at the expense of local culture. Technology has actually made local culture more vibrant – and there is no contradiction in that.”

The problem with Levitt’s theory was that it focused on the supply side – it is about what companies do, not what people want. “People are not that malleable,” said Murphy. “They actually prefer variation to uniformity. People like brands with character, with style, with a connection to community and culture.”

In fact, the most interesting ideas coming out of global brands today come from those that “see culture as a friend, not an enemy”.

For example, Murphy pointed to a Volkswagen ad in Saudi Arabia that played with ambiguities in the Arabic language – the tagline ‘A German for every Saudi’ could also translate as ‘A German woman for every Saudi man’. This frisson increased the impact of the ad.

Or there’s local-market adaptations such as the Durian Crunch McFlurry, introduced into its Singaporean restaurants. Again, said Murphy, the cross between local cultural marker (the durian is a love-it-or-hate-it fruit with an overpowering smell) and global brand produces a frisson likely to generate attention and conversation.

Local culture, then, has become a creative multiplier for global brands – they can do what local brands cannot by combining the global and local elements. “When a global brand goes into a local market, it can create something new,” Murphy concluded. “This is something global brands should do much more.”

The death of the ‘trade-off’

Morgan’s talk, which drew on his new book A Beautiful Constraint (co-authored with Mark Barden), began with a look at what strategy has traditionally involved.

Product categories, he argued, have traditionally been structured around trade-offs. There are often “poles of value” within categories that are generally understood by both consumers and brands. Some examples would be:

  • Fast versus fuel-efficient (in the auto category)
  • Healthy versus quick (in food)
  • Quality versus inexpensive (multiple categories)

Brand strategy, Morgan said, boiled down to choosing one of these poles, then linking the brand strongly and creatively to it. The task for communications was “romancing why this pole was the most important criterion for choice.”

But now, said Morgan, a new generation of brands has emerged that do not observe these trade-offs. They grow rapidly because they “take these seemingly irreconcilable poles and satisfy both of them at the same time.”

For example:

  • The latest fashion at disposable prices (Zara).
  • Good value fast food with a sustainability message (Chipotle).
  • The latest smartphone with no contract (T-Mobile).
  • A car engine that is faster and also more fuel-efficient (Audi)
  • An Oscar-worthy gown returned the next day (Rent the Runway)

Some of these are new brands; others are existing brands that have found ways to “unite the poles”.

Morgan conducted some research with BAV, WPP’s consumer data unit, to look at these brands in more detail. He made two observations from the research:

  • Brands that “unite the poles” have greater momentum and energy than the rest of the category.
  • These brands effectively “deposition” other brands in the category, and force them to respond. Consumers begin to expect brands to fulfil both roles.

This “death of the trade-off” is a major challenge to traditional strategic thinking in marketing. With that in mind, Morgan concluded with four questions for strategists:

1. Is this a niche phenomenon, or is it about to become one of the cornerstones of ambitious brand building and marketing?

2. What is the role of planners/strategists in helping clients respond to this (both defensively and opportunistically)?

3. Are marketing strategists working with clients too far downstream and with too short-term a focus?

4. What are the rules of strategy in this new world? Specifically, do we need a more dynamic definition of brand positioning? And is single-mindedness still the virtue it once was?

Go here to find out about the speakers and the programme for the afternoon

 

Unleash Your Inner Senior Planner: Find out more

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We’ve devised a new course, tutored by the best current practitioners, and designed to broaden the skill set of planners and strategists who are preparing for senior planner positions.  If you’re and ambitious and thoughtful strategist and your current role is a bit restrictive or specialist this could be the course for you. If you want to find out more here’s where to find the details

How to be a more Convincing and Persuasive Strategist: November 2014

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APG Strategic Story Telling: A new training course for Senior Planners and Strategists
This 3-day course is designed to hone the strategic skills of Planners who are already competent at developing strategy but want to polish and practice their skills and gain confidence in selling strategic proposals internally and to clients.  The focus is not on the principles of Strategic Thinking (which is the aim of a different APG course) but on the development, embellishment and effective communication of strategic thinking.

The course is being run in association with The Effectiveness Partnership and the tutors all have exceptional expertise and depth experience in their field.  The idea is to understand the principles of strategic storytelling in the three most important areas, and to put those principles into practice over the course leading to a live strategy presentation on the final afternoon.  Although the principles taught on the course will be very useful for writing awards papers the intention is to help you bring strategic thinking to life in client presentations, written documents, new business and on-going meetings.

It breaks down strategy into three essential aspects:

Day 1- Strategy using more effective numbers: How to use convincing data to root your strategy in a business case, how to find and use numbers to generate strategic insights and how to use data visualization to bring your argument to life and sell your strategy as a clear, concise and visual story.

Day 2 – Strategy using more effective words: Understanding how to take the successful elements of story telling and use them to your advantage, how to give your strategic story interest and momentum, and how to use compression, sign posting, tone and style to deliver it successfully.  This is about articulating your strategy as a simple, compelling story.

Day 3 – Strategy using more effective delivery and presentation: Understanding the techniques and approaches of professional presenters and actors to deliver your presentation in the most powerful way.  This is all about how you perform – body language, diction, using pace and energy, and responding to an audience.  There will be practice and feedback, individually and in teams.

The course consists of three discrete one day sessions but each delegate will work with a single issue or area for which there is plenty of supporting data (these will be provided) and build their strategic presentation on that theme over the course of the 3 days.

There will be a final presentation to a panel of APG judges at the end of the 3 day session.

Please go here for more detailed description of the content for each day session.

This course is suitable for planners and strategists from all kinds of communications agency, research companies, media agencies or client companies.  You will probably have a minimum of 3 to 5 years experience making strategic recommendations internally and to clients.  You may well have attended the APG’s Strategic Thinking course run by Merry Baskin.  If you would like to discuss the suitability of this course for your needs please call the APG on 0208 8580707 or email sarahnewman@apg.org.uk

The course will take place on a Wednesday over 3 sequential weeks in November. The idea is to give plenty of in-depth coaching and help but minimize the time delegates spend out of the office in any given week.

As this is a new course we will be offering it at a trial price of  £1200 plus VAT per delegate.

In subsequent iterations the price is likely to rise as it is a 3 day course

The course has been developed jointly by the APG and The Effectiveness Partnership.

APG Noisy Thinking on Insights: Jon Leach and Google

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Below is Jon Leach’s perspective, and here is what Google made of Insights https://www.google.co.uk/think/articles/what-is-an-insight.html

1.    Tracey Follows of JWT spoke of “noticing when you are noticing” and in particular slowly realizing that you are dealing with a “weird kind of normal” (CF Gilbert and George, Seinfeld) that might be of some use.
This realization comes from your brain trying to extract meaning from this odd mix of weird      and normal.  Often (cf Seinfeld) this realization feels literally funny.
The advice, by implication, is to operate in zone that is clearly not normal but is not so detached from reality to be silly.  I think I concur.  (Or at least, start at silly and work back until it starts to feel interesting/useful).


2.    Andy Davidson of Flamingo had insight as “a disturbance in the discourse” (i.e. the normal way of talking/thinking about things is thrown off course). He had some interesting “don’ts” that I think I agree with…
-    Don’t pursue truth (its often boring, or done, or undisruptive)
-    (n.b. the interesting, odd stuff can become “true” in time, a theme others would talk to…)
-    Don’t start from consumers (at least their normal behaviour)
-    You don’t always need to go deep – going sideways for perspective may be better.
-    Beware the monolithic insight !(others picked up on this later)
Wherever you go (similarly to Tracy) you will know the feeling when “the discourse is disturbed”. I think he might have been the one who mentioned stand-up comedians who deliberately disrupt things and then explore this new imagined world. Laughter is kind of obvious, when it happens. You don’t need to define it. Just explore…


3.    Nick Hirst of Dare had a bit of a go about insights as we often work with them. He argues that a classic, modern insight often…
-    Doesn’t allow complexity (too singular)
-    Doesn’t allow change (too fixed, monolithic)
-    Can be used too literally in charmless advertising
-    Is obsessed over for its own sake (we obsess over form, forgetting function…)
-    Can favour novelty over being right (cf revelations)
-    Claims too much of a role in the process (often the execution is where the magic is)
-    Assumes too much importance (sometimes needs are marginal)
So he recommended coming back to talking about “needs” (or thinking of “user needs” in a web experience way).
The advantage of this is that some needs aren’t new (cf Facebook), some needs can be multiple (eg websites) and needs can change.


4.    David Wilding of PHD presented something that looked a lot like a model I often use:
-    Issue (I have “Inputs”)
-    Insight (snap!)
-    Idea (snap!)
-    Implementation (I have “infilling”; his is better!)
For him (us both) the insight acts a bridge between the issue/inputs and the idea. (On my model, nicked from Gary Duckworth?, the idea is pivotal; the bit that really matters…)
He went on to say that the insight could be understood in retrospect as “why we did what we did” or going forwards, it’s the thing that tells us “why we are doing what we are doing”.
This does remind me that often a planner’s job is to post-rationalise/explain/sell other people’s thinking.  We are the link between art and commerce, often.

5.    Caitlin Ryan of Karmarama brought it back to what I think stops us losing perspective on all this i.e. that an insight is there to help the creative team/dept. in some way (it’s an idea that gets you to The Idea)
She observed that while a vigorously distilled insight was reassuringly black and white to a client, creatives normally prefer a bit of grey.
In particular she observed that CREATIONIST creatives aiming at a perfect concept, born behind closed doors, perhaps expressed in advertising, and might like a perfect “thing to say” (i.e a classic insight). But a more EVOLUTIONARY creative, perhaps working in a more digital or social medium, with feedback from data, adapting an idea over time, and thinking about brand behavior…. might prefer something less “locked in” and more mercurial.  So how can planning help, is the question…


6.    John Griffiths had the speediest but most brilliantly dense talk. The main thing I took out of it is that insights are not singularities but things that occur all along the food chain in different forms. Wow – a real insight about how insights work….
 So they start “out there” in consumer land (unknown and undescribed, but we know they’re there
They are tracked down and found (by a “barefoot researcher”, John hopes) and passed on as a “finding” in a research report or debrief.
Then they are (hopefully) added in as “knowledge” where they are combined with other things the agency/client already knows {to me this is the classic, codified “insight” that the other speakers were referring to, or indeed criticizing: but this is just one version of the whole thing!}
Then (importantly, if they really are to have value) they get assimilated as “culture” where they just become part of normal behaviour and decision making because “we all know that”.
Finally, either when they no longer work or new, better ones come along and supplant them, they die and are discarded.
It’s a Circle of Life kind of thing!
Fascinating. Brilliant. Stealable…
As a fishing metaphor the chain goes:
-    Ecosystem-Fish-Food-Energy-Dissipation
What I found good about all this is it reveals where they really exist, what we as marketing types do with them and what they are ultimately for (energy).  They also can’t really be “mined” as they are much more memetic than that (is that a word? I mean “having the properties of memes”).
Finally John offered  another brilliant insight (!) as to what agencies actually do : we provide the energy; we are in the energy business,  whereas marketing clients create the infrastructure/buy-in that turns the insights/energy into business processes and commercial scale that delivers the big returns (as he put it, they are in the momentum business).
Onto questions: I asked that if the word “strategy” came from military culture, where did they think “insight” had emerged from (we didn’t use “Insight” as a word much in the 80’s and 90’s)? The first answer was it was a psychological term about discovering the deep “inner mind” that consumers are unaware of but professionals can find. Sounds about right… Tracy also offered that it in part refers to some fantastical, witchcrafty, magical discovery, which was a good reminder to chase the magic not just do the analysis.
I can’t remember the questions but I also jotted down:
-    “Insights can be embarrassing. It’s often really obvious” (so true)
-    From JG, as an example of a good one from the tech sector: “They’re not IT Networks, they‘re people Networks” (see point above)
-    And “what’s the biggest lie you could tell? And work back from there” as a way to get to them  (cf comedians)
Tracey closed with asking “why are we doing what we are doing”.  I can’t remember the answers but for me we were (either) all there engaging in collectively justifying our fragile existence as planners in the value chain, or (less cynically) we are all engaged in an arms race where we are all trying to make the biggest possible difference somewhere along the CLIENT –IDEA—CONSUMER chain.
Those planners (and their agencies) who do “this insight thing” best will win. And that’s why were there – we all need to keep sharpening our insight blades. In which case we were all well served by these six insight maestros….

What is an Insight? The APG in combative and revelatory mode

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Last night the APG brought together six of the industry’s best minds to answer the question: ‘What is an insight?’ From poptarts to the importance of truth, we covered the lot and all left enlightened, wondering how our agencies would change their briefing template, and a little merry from the bevvies kindly supplied by Google (thank you!).

First up was the APG’s newly appointed Chairwoman and CSO of JWT London, Tracey Follows. Tracey began by sharing her view that an insight is not how it is often described; a flash of inspiration or a revelation depicted by the light bulb. It’s a much slower process. Her argument further described an insight as

not just the result of noticing something (presumably this is purely an observation) but, contrastingly, it’s in the noticing that you’re noticing that the insight is formed. It’s easy to see the similarities between this description and the regularly quoted definition of consciousness as ‘awareness of awareness’.

Is an insight the product of consciousness? This all left me wondering whether a commission was on the cards for a new APG logo and what, if anything, could graphically convey this description of insight?

Tracey went on to talk about the artists Gilbert and George who noticed that all other artists were tended to be weird to the point where they weren’t being allowed to dine in restaurants. To avoid this, they consciously decided to be normal. In doing so, they found that they became ‘so normal that it was a bit strange’ leading them to define their identity as ‘weird normal’. Tracey proposed that using “weird-normal” to unlock creativity makes original thought possible. She pointed to echoes of this in Lewis Carroll’s premise of “looking for meaning in the unfamiliar” and many popular TV show’s interplay of weird and normal such as Curb Your Enthusiasm and Seinfeld. With both of these programmes, it’s the juxtaposition of normalness and weirdness that make you laugh. As Seinfeld states in his ‘anatomy of the poptart joke’ (http://youtu.be/itWxXyCfW5s) video, “the wronger something is, the righter it is”. I hope that in using this line of thinking our industry can use more “weird-normal” to make more interesting work.

Our second speaker was Andy Davidson from Flamingo who believes that our lack of understanding of insight is holding us back. We can only hope that after last night this is no longer the case. His analogy was to describe laughter (spontaneous sounds and movements of the face and body) as the same as describing an insight: unbefitting for such an emotional and intangible thing. The one definition Andy did land on was as ‘an insight as a disturbance in discourse’; using Persil’s Dirt is Good campaign as an example of how ‘dirt’ disturbed the pre-existing discourse of whiter than white whiteness. He argued that in finding these disturbances we are able to express what was previously inexpressible. Andy’s next, and most contentious point, stated that ‘the truth is less important than you think’.

When working with a category that has been around for donkey’s years, you’re unlikely to find a novel insight. Equally, the competition will already have it; it sends you down the wrong track and makes you believe what comes out of people’s mouths in research. I would argue that by making this point, Andy wasn’t actually discrediting the ‘truth’ but actually what research participants falsely believe and convey as the truth. An alternative way of mining insights, he argued, was to imagine what would be really interesting if it were true and then think about the context that would have to exist in order for it to be true. Additionally, insights do not necessarily come from consumers; so he suggested looking at packaging, competitors, and other places. Andy’s final frustration was with the obsession with ‘depth’ of an insight; as if it comes from only the darkest subconscious of consumer’s minds. This, he argued, is problematic and exemplified by the small box on the brief that requires the deep, pithy insight. To counter this, he proposed the simply giving creatives several inspiring thoughts and working together to investigate the merits and creative opportunities of each.

Nick Hirst from Dare followed on almost seamlessly from Andy by highlighting

that insights, as they are currently used, do not allow for change. We use them too literally; obsess over their form; and value ‘new’ over ‘right. We seek a ‘revelatory quality’ in our insights – and much in line with Tracey’s argument, this isn’t necessarily an indicator of what will lead to the best work. We have become slaves to their form, and we assume that insights are essential. As an alternative, we may be better off to simply sell a generic benefit in a new way or look for a need, rather than an insight.

Unlike insights, ‘needs’ need a solution. They give your brand a right to talk to people and interrupt their lives. Equally, needs aren’t always new, and that’s OK. The need for Facebook, for example, wasn’t new. It was simply a new solution to an age-old need for human interaction (or maybe just being nosy). Needs can also change over time. For example, a 17-year-old’s need for a car may differ drastically from his need if he finds himself with a wife and three children one day. So forget insight, figure out the needs and you’ll always be relevant and useful.

Our fourth speaker, David Wilding from PHD gave the media perspective  started off with a bit of self-deprecation, light-hearted-insult, and comedy (which I unfortunately cannot do justice in this write-up).  He then went on, like Nick, to state that we have fetishised the insight and that the old form of: ‘Issue, Insight, Idea, Implementation’ could be re-written to: ‘Background, Why we did what we did, What we did, Results’. In re-defining an insight as ‘the thing that tells us why we’re doing what we’re doing or did what we did’ we don’t need to worry if it’s too obvious.

Caitlin Ryan of Karmarama was up next to represent the creative position on ‘insight’, reflecting Nick’s view that often insights are very black and white and set in stone. She said that for a creative, you often get better work if there is flexibility within the insight. Caitlin went on to categorise creative people as either creationists or evolutionists. The former tend to be more traditional creatives who like to work with an insight to craft a perfectly formed concept. Contrastingly, she defined herself as an evolutionist creative who likes to use insights from data to evolve creative work over time. Like Andy’s she argued that insights can develop and change. She went on to describe the benefit of data over instinct as driving brands to act, rather than just communicate. Using the analogy of the comedian who stands on stage and says ‘I’m funny’ versus the one who stands on stage and tells jokes, Caitlin again echoed Nick’s view that the power of finding needs for brands to actively address, whilst championing a ‘do, don’t tell’ philosophy.

Our final speaker for the evening was the Barefoot Insighter, John Griffiths, who was the only one to stick to the pecha kucha challenge and deliver his 18 slides in 20 seconds each (owing to my significant lack of notes, for which I apologise). John began by likening insights to bubbles in coca cola: you cannot predict where they will show up even though you know that they will. John’s main point of view was that it is not enough just to know your consumers to develop insights that lead to effective communication. It is also vital that you have an understanding of the organisation and broader context.  John’s talk was so fast and furious you need to watch it to it justice.  His and those of the other speakers will shortly be available on our YouTube channel @apglondon.

Overall, a lively evening with surprising consistency of views about ‘the insight’ as a term that possibly drastically limits the output of our work.

 

Charlotte Cramer – Planner JWT

 

Noisy Thinking is in association with Flamingo

Tracey Follows on West Wing Planning and the Influential Idea

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This is the text of Tracey’s article that appeared in Campaign on 23rd January
In Adam Morgan’s Foreward to the APG Creative Strategy Awards in 2013, he draws a distinction between two types of planning: Washington Planning and Hollywood Planning. The analogy comes from when he asked his two boys one day: ‘what is the capital of America?’. One answered Washington and the other said Hollywood. As he points out, both were equally right, in different ways.

The same is true of planning, he suggests. Washington Planning is the rigorous authoritative, category-centric, consumer-closeness approach that often delivers long-term effectiveness; and Hollywood Planning is the radical, culturally-conscious, category-busting approach that attempts to grab our attention in ways we didn’t see coming. As Morgan points out, these two different models currently co-exist.

One might say that duality has always existed in planning: the role for planners under Stephen King was that of ‘grand strategists’ focused on the building of brands, whilst BMP planning was more centred around the creative idea and its iteration through continual consumer research.

There has never been one view of planning and there never will be. But I do think it is helpful to try to fuse the best of Washington with the best of Hollywood to create something closer to the West Wing. That is to say that we can aim for technologically rich ideas that are also proven to be hugely influential amongst mainstream audiences.

We have of late seen various awards and adulation paid to the novelty idea or execution. It may be smart, it may be interesting. It may even be original (check Youtube) But will it make a blind bit of difference to anyone’s behavior beyond the pavement cafes of the advertising village? Or to put it another way, can planning be at once both rigorous and radical?

Like any good brief, we should start with the outcome. What is the outcome we want from planning, as an industry, as a discipline, as a practice? I would argue that we want planning to bring about as much influence as possible in the world of creative ideas. We want planning to demonstrate how it makes all the difference in the world between what is an interesting idea and what becomes an influential idea. In fact in my view, it is now the role of the planner to take an idea that is merely interesting and make it influential.

The truth is that the core skill of the planner is in persuasion. Particularly if it is true that in any scenario in which you find yourself , 20% of people are with you; 20% of people are against you; and the remaining 60% are persuadable either way. It is our job to persuade. Planners can’t choose which idea is presented to the client, and planners can’t make a client approve it, but planners can persuade the entire agency team of the right strategic direction over and above all other alternatives, and we can also persuade the client that there are better ways than others to achieve a particular result. An interesting idea may be inherently interesting to 20% of your audience; the planner needs to shift that to 80%.

To that end, the APG will be focusing on training that helps nurture and develop persuasiveness in planners. One of the APG’s best-attended courses is ‘Holding Your Own With Senior Clients’ and we will be building on this theme throughout the year. An understanding of your audience as much as your idea, is at the heart of many a successful strategy, pitch or presentation.

Later in the year we will be staging an Audience with Sir Lawrence Freedman, the author of ‘Strategy: A History’. The book is a tour de force in strategy and its importance across business, politics, the military and even primate groups. The core issue at the heart of strategy, the author notes, is whether it is possible to manipulate and shape our environment rather than simply become the victim of forces beyond one’s control. One might call that being ‘influential with your ideas’.

Craig Mawdsley, as the previous APG Chair over the last two years has done a wonderful job of getting the planning community to approach planning through the lens of innovation, now it is the role of the APG to ensure that innovative ideas are also influential in the broader sense – reaching bigger and bigger audiences with even better and brighter ideas than ever before. Our industry is at its very best when it is democratizing niche ideas for the benefit of the many – helping to “push the human race forward” as one of the greatest strategists ever, once said.

The planner’s role is no longer to be the voice of the consumer. Through social media, the consumer has found their own voice, and they make it heard, directly and in real-time. The truth is that the real core skill of planners today lies in persuasion. And in that sense we can see that over the years planning has changed almost entirely, and yet, hardly at all.

Tracey Follows is Chief Strategy Officer of JWT London and APG Chair.

Craig Mawdsley announces Tracey Follows as new APG Chair

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As 2014 dawns, my two year tenure as Chair of APG draws to an end and a lot has changed. It was time for the APG to wake up, get more professional and set the Planning agenda once more.

We’ve always been respected for our training and we’re doing more than ever. We have doubled our membership to well over 1,000 planners and thinkers, we’ve staged two memorable strategy conferences and our Noisy Thinking evenings are an immediate sell-out.

The APG is once again a vibrant and dynamic organisation that people are keen to join, and I’m proud to have played my part in it.

All in all the APG is in rude health, which is always the best time for a shake up and a change.

So, it’s time to welcome the new Chair of the APG for 2014 and 2015, Tracey Follows, Chief Strategy Officer of JWT

I’ve known Tracey for over 10 years and found her to be inspiring, creative, intellectually rigorous and innovative in equal measure.

She’s known the APG from the inside out for the last couple of years, as Treasurer and Vice Chair, so she will hit the ground running.

Very few in her position have such a rounded view of the future of planning, not just the present of planning.

And that’s exactly what the APG needs for the next couple of years, as we help you invent the future of planning and strategy.

But enough from me.

It’s time for Tracey to work with Sarah and the team and take the APG forward.

Craig Mawdsley, APG Chair
Joint Chief Strategy Officer, AMV BBDO
mawdsleyc@amvbbdo.com

Noisy Thinking 2014: What is an insight? 4th February @ Google HQ

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We are gearing up to deliver a full programme of events in 2014.  Our popular Noisy Thinking evenings begin again on the 4th February with: ‘What is an insight?’

Speakers including Tracey Follows, David Wilding, John Griffiths and Nick Hirst , And Davidson and Caitlin Ryan will inaugurate the 2014 series.  Tickets will be available shortly on eventbrite.

Noisy Thinking dates for the year are:  March 18th, May 20th, June 17th, September 18th and November 18th so clear your diaries for a year of piercing strategic and other thinking.

Noisy Thinking is presented once again in association with our partner Flamingo and all the evenings will be held at Google.

We will also be holding a Strategy Event later in the year similar to our previous Worlds Collide events but with a new twist, and a Planning Careers Day.  Dates and details to be announced later in January.

 

Sharpen your Strategic Thinking Skills

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Start the new year as you mean to continue.  Whatever your title, if your job means that you are required to think strategically about brands or communications this may the course for you.  It’s two days of intensive theory, practice and lot of interaction, and is consistently rated as excellent by those who go on it: ‘Brilliantly useful.  I have come away with some excellent tools and feel a lot more confident‘ – Digital Planner ‘Fantastic range of approaches to planning delivered in a very open and informative way’ – Planner  ‘Brilliant!  Worth flying in from Singapore to attend it.’  ‘I found this course wonderfully helpful and liberating…it takes a big, scary concept and makes it really approachable’ – Media Planner

APG Strategic Thinking is running at the end of mid February and again in March in central London.  If you would like to book a place please contact alison@apg.org.uk

Big Thnking on Strategy: The view from Warc

The death of the big idea and the future of strategy

What does the term ‘strategy’ mean in modern marketing? And what does a ‘strategist’ actually need to deliver?

For Tracey Follows, APG Chair, they are questions that need an urgent answer. The reason? A shift in marketing toward the “executional” – a world of real-time response and short-term results. As Follows puts it, “We are no longer in the age of the big idea. We are in the age of big data.”

The danger is that strategy becomes marginalised. Speaking at the APG Big Thinking on Strategy event in London, Follows pointed to “a culture emerging in our industry that isn’t clear on what strategy is or what it does.”

Strategy, then, needs to be reinvented as those in ‘strategy’ roles adapt to new challenges and new opportunities. “Have we gone too far,” Follows asked, “Or not far enough?”

The key arguments that emerged from the event were:

  • There’s a lot of talk about strategy, but clients are no longer engaging with strategy as part of the advertising process.
  • Strategists need to prove a link between strategic excellence and effectiveness.
  • Strategists should be much more involved in the actual execution of ideas, and more willing to test and learn.
  • Strategists should be more focused on usability and utility.
  • Strategy doesn’t stop – it is more a soap opera than a three-act drama

The paradox of strategy

On one level, strategy has never been more prevalent in marketing communications.

As Follows noted, there are more job titles than ever before with ‘strategy’ in them. And there are more books on strategy.

But at the same time, ‘strategy’ as a concept has never been more under fire. In 2011, Booz & Co (now called strategy&) argued that the most important element in innovation was corporate culture http://www.strategy-business.com/article/11404?pg=all, rather than strategic brilliance. Culture was harder to replicate than strategy.

This attack on ‘strategy’ partly reflects the growing complexity of the industry – more media channels, more data, more fragmented audiences (plus, as Adam Morgan of eatbigfish pointed out link to other piece from this conference, new forms of strategy are emerging). Strategy is, put simply, harder to achieve.

Malcolm White, founder of krow communications and another speaker at the APG event, highlighted three further reasons for the marginalisation of strategy.

  • A “virile anti-intellectualism” in marketing (at least in the UK).
  • There is no one ‘form’ of strategy in marketing, making it a “difficult subject to pin down”. And as White pointed out: “We strategists have done a bad job in explaining it.”
  • Strategy in its classic form precedes action. In a marketing environment that prizes rapid response, ‘strategy’ can be perceived as delaying action.

White argued that this should be a “golden age of strategy”, but instead clients are simply not engaging with strategy as a discipline. He cited one client who asked him: “Why do we need strategy in our planning process? Can’t we just do some good ads?”

Does strategy work?

This suggestion – that high-quality execution is possible without worrying about the strategy behind it – was highlighted by another speaker, Bridget Angear, Head of Planning at AMV BBDO.

Angear noted that there has been some impressive research into the link between creativity and effectiveness – not least the work by Peter Field and Les Binet http://www.warc.com/Content/ContentViewer.aspx?ID=5f9b85ee-502a-4ba8-b26b-9c164d791f1f&CID=A93438&PUB=MKT&MasterContentRef=5f9b85ee-502a-4ba8-b26b-9c164d791f1f for the IPA. It is now generally accepted that creative work is more effective than non-creative work.

There has been no corresponding work on establishing a link between sound strategy and effectiveness.

The assumption, said Angear, was that great thinking would lead to great work, which would lead to great results.

But could this be proved?

As a first step, Angear looked at winners of the IPA Effectiveness Awards (which focus on the results of marketing communication), and winners of the APG Creative Strategy awards (which focus on strategic ideas within marketing communications).

Since 2004, the APG has awarded 35 golds, and the IPA has awarded 40 golds.

Of these campaigns, just five (7% of the total) won an award in both competitions:

So at first glance, the winners of these awards do not support a link between strategy and effectiveness.

Angear set out five hypotheses for why so few campaigns win in both strategy and effectiveness awards.

  1. The judges are fools (though Angear argued this was not the case)!
  2. Maybe there are too many other variables in play that can have an impact on effectiveness once the strategy is ‘live’.
  3. Effectiveness is often considered at the end of the process, not the start. Although this seems obvious, it is often ignored. Angear pointed out, from personal experience as a judge, that at least half of IPA Effectiveness Awards entries are rejected for this reason. “Some people think great thinking is the same as great strategy,” said Angear. “But objectives have to be anchored in the broader context of business and brand challenges.”
  4. The industry needs more big thinking. “Big thinking now seems to be about big numbers – things shares or likes,” said Angear. This was a mistake.
  5. The industry needs more long-term thinking. Strategists, argued Angear, should be much more interested in defining a brand’s “purpose”, as brands with purpose are “more likely to stand the test of time”. She added: “There is a danger that people will think that means good causes. It doesn’t have to,” pointing to work like Honda’s ‘Power of Dreams’ and American Express’ ‘Small Business Saturday’ http://www.warc.com/Content/ContentViewer.aspx?MasterContentRef=f5e697b6-eccd-4aa1-b639-bafa4962d4d0.

If strategists can start to wrestle with these issues, said Angear, “perhaps we’ll see a better correlation not just between creativity and effectiveness, but between strategy and effectiveness.”

The view from tech: strategists as product managers

Technology is driving many of the changes to the strategist’s role. Two speakers, both former agency-side strategists now working in the tech world, provided their view on how marketing strategy needs to adapt.

Ben Malbon, Director, Creative Partnerships, Google, focused on the ‘product manager’ role at the search engine. These individuals are essentially mini-CEOs, responsible for a different Google product. And they sit at the intersection of three areas:

  • User experience
  • Technology
  • Business

Their role, said Malbon, “is focused on extracting the maximum business value from a product”. To do that, they need to be business-literate. But they also need to understand the principles of coding, even if they can’t code themselves. And they need to be able to represent the end user, and ensure their voice is heard as technology is being developed.

Planners and other agency-side strategists, he added, should also be at the intersection of three areas:

  • People
  • Creative stuff
  • Business

Like the product manager, planners should be able to approach a problem from each direction, and ensure a solution that blends the three.

With that in mind, Malbon gave four pieces of advice for strategists.

The first was to recognise the two different types of strategy:

  • Deliberate strategy – the traditional approach, where a concrete plan of action is developed. This, said Malbon, is “hard”.
  • Emergent strategy – a more agile approach, with less continuity. This is “harder”, and as a result it is “much less common to find planners who like emergent strategy”.

There is a big difference between the two. One definition of planning’s role has been to give the creative team an unfair advantage – in other words the planner stops adding value once the creative brief has been handed over. But that can only apply to ‘deliberate’ strategy.

“Today the greatest value of planning is where it once stopped – when we start making stuff,” said Malbon. Google’s product managers, for example, become more, not less, committed to a project as the development process progresses.

The second piece of advice was that planners should be building systems or models – in other words, an understanding of the way something works. Traditionally, this would be the campaign (or ‘big’) idea. Now the ‘model’ could be thought of more as ‘guide-rails’ to a campaign. A good example, said Malbon, is Johnnie Walker’s ‘Keep Walking’ http://www.warc.com/Content/ContentViewer.aspx?ID=37d07490-d083-4379-8778-b6f6e2af599e&MasterContentRef=37d07490-d083-4379-8778-b6f6e2af599e.

These models should be built to last. Malbon argued that planners often “get into trouble” here, trying to come up with new ‘big ideas’ when they are not needed (arguably because the planners can’t get close enough to the creative elements). “They try to build new systems,” said Malbon. “But what is needed is new things to run on the system – software, not hardware.”

The third piece of advice was to ‘iterate wildly’ – with a test-and-learn approach to decision-making. Malbon pointed out that the ability to “pivot” to something that is “right” is more welcomed in Google than in an agency. Strategists should try to be the “champions of the 10% idea”.

However, he also issued a word of warning that this approach to decision-making cannot be mixed with a ‘deliberate’ form of strategy. “Bad things happen when decision-making gets mixed between two modes: deliberate strategy at an emergent pace; or emergent strategy at a deliberate pace.”

Malbon’s fourth and final piece of advice was to “make things people actually want”.

Google product managers and planners are similar in that their role involves bringing intelligence to bear on a problem. Their goal is to turn a product into something scalable that people want. Both are there to cut through the confusion caused by “competition, complexity and technology”.

Product managers, however, ask a big single question: is what I’m making in some way useful? More planners should be asking that question.

The view from tech: usability above persuasion

Malbon’s final point was picked up by Russell Davies, Creative Director at the UK Government Digital Service and the second tech-side speaker.

His core argument was that strategists need to recognise a shift “from a world of persuasion to a world of usability”.

Davies argued was that marketing’s “source of power” as a business function has been its knowledge of attention propositions, brands, persuasion, story-telling and relationships. “Big organisations like these things,” he said. But this “source of power” is in decline, largely due to the internet.

It has always been better to have a superior product to the competition. However, it has until now been easier to make a parity product with marketing on the top.

Two things have changed:

  • The marketing side is harder;
  • Producing a brilliant product “just became way easier, if you’re a digital company”.

For non-digital companies, the answer has been to maintain parity products and to try to adapt the marketing.

“The answer is just to do better products,” said Davies. “It’s not complicated. It’s just hard.”

These are principles Davies’ team try to follow at the GDS (see www.gov.uk/designprinciples for more). The focus is on users and their needs.

For strategists in marketing, there are a number of lessons:

  • The strategy is the delivery – and strategists should be involved in the work. “I would disagree that great strategy leads to great work. I would say that great strategy is great work.”
  • Avoid innovation; just fix the basics. Often, the service provided to users is not good enough. Simply fixing what is there will be seen as innovative – or as Davies put it: “There are enough ideas, just do some of them.”
  • Don’t assume marketing is the answer. Sometimes it’s best not to tell anybody. For example, when the GDS changed its brand from Directgov to Gov.uk (including a change of URL), rather than announcing the change via a big campaign, the service didn’t tell anyone but instead redirected 83,000 existing URLs and ensured no link remained broken. That solution was suggested by the technology team.
  • Be open. The GDS makes the code for its site open, allowing other government agencies around the world to take it and use it. This instils a “habit of usability”, according to Davies.

The view from outside

A separate view on strategy came from a speaker drawn from outside the industry. Sir Lawrence Freedman, Professor of War Studies at King’s College London and author of Strategy: A History, focused on how strategy has been understood in a military context, and what lessons that might hold in business.

One of the points he made is that the conflation of ‘planning’ and ‘strategy’ in the marketing world would not hold up in the military, where “planning isn’t strategy”.

The reason is that a ‘plan’ only goes so far as the areas you can control. A plan has to change once it is put into action, because it then has to respond to all the variables of real life. As German Field Marshal Helmuth Von Moltke once commented: “No battle plan ever survives contact with the enemy.”

Or as Mike Tyson once said: “Everyone has a plan ‘till they get punched in the mouth.”

Many armies, then, end up with a succession of short-term plans, each one responding to the situation as it evolves. This is not, stressed Freedman, an admission of failure; “it’s just what happens.”

So what, asked Freedman, is strategy?

Essentially strategy is about power, and the use of resources. “It’s a successful strategy,” he said, “if you’ve got more out of a situation than your pot of power would have suggested.”

But the brutal truth about military strategy is that usually the better-resourced force will win the battle – in Freedman’s words: “There are limits to how well you can outsmart your opponent.”

So strategy is often about how you will survive as much as it is about your ambitions for where you want to be. Considerations might include:

  • Only picking fights when you can win;
  • Forming coalitions;
  • Use of empathy – recognising the way somebody else thinks allows prediction or manipulation.

Strategy is also about post-rationalising judgment calls. Freedman cited Daniel Kahneman’s theories of System 1 and System 2 http://www.warc.com/Content/ContentViewer.aspx?MasterContentRef=095d2275-3dd6-4324-9857-809c473bb0a2 thinking. His point was that many decisions are made on quick judgments (System 1) – and this fact is often missing in strategy textbooks. Strategy tends to be the post-rationalisation – “justifying the decision and working it through” (System 2).

Freedman ended with the following conclusions:

  • Strategy is about power and the deployment of resources. “It is an art, not a science.”
  • Strategy is more than planning, because planning cannot account for a world of “interdependent decision-making”. Part of the challenge of strategy is predicting the decisions and the reactions of other parties.
  • Strategy should be “governed by the start point, not the end point”, as you will rarely get to the end point. It is important to “get to the next stage”, but you’ll need a new strategy when you get there.
  • Strategy doesn’t stop. Even if you win a war, the next day you will have fresh things to do. As Freedman put it: “Strategy is not a three-act drama; it is a soap opera.”
  • Strategy is ultimately about choice. “The exciting thing about strategy is that it is about making choices. And those choices are really important.”

David Tiltman