A practical guide to integrated planning

Tom Goodwin, Tribal DDB

The Theory
The development of the best solution to a client brief with no preordained preference being given to any particular channel of communication.

The Practice
The practical development of integrated communications is a tricky thorn to grasp. Experience of working on the Volkswagen account has provided some insights about how a team can at least go some way to providing media-neutral planning. Most projects consider TV, print, radio, PR, DM and online (media as well as website activity). Integrated planning

We form a tightly knit group of people, all of whom have a stake in making the project a success. The think tank comprises an Account Director and/or a Planner (media or creative) from each agency (it's difficult to keep it small, but every channel must have representation - don't be tempted to leave out the person who tells the rubbish jokes).

Initially, the discussion and thinking is purely about the positioning of the product and the development of the overall objectives for communications. By allowing all agencies to input into this process the buy in to the overall strategic framework is much greater because everyone has had a hand in it. It also ensures that the positioning will work across channels. (Advertising agencies sometimes develop advertising propositions without a positioning statement, and these being more prescriptive and advertising-driven are difficult to translate across channels).

From this point each agency determines what role it will play in achieving the overall communications objectives. Each agency goes back to camp and considers this separately before discussing with the think tank. Once discussed, individuals must be flexible enough to change their plans when looked at in relation to other channels' plans.

Think tank members have an important role back at their base camps in facilitating involvement from other members of their individual agency. Involving creative teams early on in the development of a creative strategy helps provide some fodder for the think tank to discuss. A conversation about even a half formed concepts is better than a conversation about the abstract ideals.

The discussion that really helps focus the mind is 'how are we going to measure this plan?' This questions usually teases out how neutral each agency has actually been, and helps focus on the effectiveness of the plan rather than the benefit of each agency's bottom line. Costs for measuring effectiveness are likely to be high due to the need for many different kinds of measurement tools and the need for new tools (often quantitative) to look at integrated campaigns. What this requires from clients

If clients want agencies to work well together, they need to assert this up front. The commission-based system militates against neutrality, and we've found that it's better if agency fees are agreed in advance and set on a retainer so payment method does not influence media choice. Bonus schemes need to be carefully structured so that these do not run counter to media-neutral planning. Ideally they should be based on performance rather than money spent/hours spent.

The client also needs to define up front what level of integration they are looking for. Often the agency response is rejected at the creative stage because the client had always anticipated similar executional cues in each channel. It's helpful to tease this out at brief stage. Is full integration required at a strategic and executional level or just the strategic level? What is appropriate for the launch of a new product may not be appropriate for a smaller campaign.

What this requires from agencies

Working as an integrated team is about attitude. The people within the think tank need to accept that other agencies will scrutinise their work and often have an opinion on it. This does not mean that they are attacking work that must be defended at all costs, but does mean that each agency must be prepared for some lively debate to ensure that the ideas that go to the client are the very best. On a more practical note all members of the think tank need to be copied in on all documents that are sent round to ensure that think tank members remain open to the idea of other agencies scrutinising their work and a culture of mutual trust is developed. Regular catch-ups become vital to ensure that opinion on important topics is canvassed from all agencies. The process is incredibly time consuming and as a result integrated communications take longer to achieve, so be prepared for that.

One agency needs to take the lead role within the think tank. BMP took this role within the Volkswagen think tank and acted as editors for the strategy documents that were presented to the client.
Can any one agency be expected to achieve media-neutral planning alone?
The most effective form of media-neutral or integrated planning is where a mix of skills and expertise is bought together to solve a problem in the best way possible. It is highly unlikely that any one agency can do this across all channels because they would have to combine skills in media, creative, DM, Internet and PR. Instinctively agencies tend towards the solutions they know best and so approach client briefs with a preset media preference. Media-neutral planning requires a big change in agency thinking. All agencies need to learn to work together in a much more collaborative way without the usual attempts to grab an ever bigger slice of the fee cake from clients. Ego has no place within integrated communications. Clients need to ensure that agency fees are determined in such a way that this sort of behaviour is discouraged and develop a team of agencies capable of delivering integrated communications.

(c) Account Planning Group 1995-2002