Tools, Needs and Goals: The Research Sources for Media Neutral Strategic Planning

Geoff Wicken, TGI Global Product Development Director, BMRB International

Research is key. It underpins accountability and is a fundamental pre-requisite of media-neutral decision making. To quote Mike Walsh, Chairman of Ogilvy & Mather, "A media-neutral, consumer-focussed strategy, driven by research, analysis and insight rather than by habit and convention, is the most effective way to build lasting brands".

So what are the sources of research for media-neutral strategic planning? I would classify them into three types. First, ad hoc work, whether qualitative or quantitative, from project-specific studies to proprietary multi-client surveys run by media agencies. One can't generalise here - a study's usefulness will always be dependent on its quality.

Second, the media currency measurements. Here is where the debate about media-neutrality (and whether or not it exists) must centre. These sources - BARB for television, NRS for press, RAJAR for radio and so on - all concern themselves specifically with the single medium they measure.

This is for very good reasons - it means each survey can be focused on making the single-medium measurement as relevant and precise as possible. Since they are used as trading currencies, it's important that they offer reassurance to the advertisers whose money is being spent. But they do not, and probably cannot, measure 'opportunities to see' in an even handed, media-neutral way. Even their reporting frequencies vary (e.g. BARB daily and NRS quarterly).

With television in particular, the nature of the data and the immediacy of its publication engenders a sense of accountability. Media buyers can react on a daily basis, and post-campaign analysis can be reported in great depth.

I believe the currency surveys will always remain specific to the individual media. Any move away from this would be likely to downgrade the particular measurements that the currencies exist to provide in the first place.

So they don't - indeed, they don't set out to - offer comparative 'media-neutral' information. The relative communication value of one medium against another isn't part of the brief. If it were, the attention given to the currency value would be less. So, interested parties commission their own studies to investigate - we have seen a number of projects from media agencies recently. Neither can the currencies contain measures of brand awareness achieved via advertising - which is where tracking studies come into the picture.

Furthermore, the currencies only seek to describe their respondents demographically, or in other words with 'segmentational neutrality'. Will this satisfy an advertiser who is trying to impact consumers' behaviour and attitudes?

Modern-day computing power makes it possible to do far more with the analysis of research data than has ever been possible before. Several organisations are employing fusion and other mixed-media modelling methods to link databases, with particular focus on bringing media currencies together. One can debate the merits of the methods themselves; beyond this you need common measures to act as links between the surveys. Since the surveys are mostly media-specific, this brings us back to demographics as the means of making such links.

So as far as media-neutrality is concerned, looking at the currency surveys, respondents are measured in ways uninteresting to the advertiser, and they are measured in different boxes.

The third type of research source is the planning database, exemplified by TGI. Not coincidentally, TGI was born in the late 1960s, at the time when the founding fathers of Account Planning were establishing agency structures based on their visions. The planning culture, as it subsequently spread through the agency world, certainly helped to provide the backdrop for the growth of TGI. Thirty-three years later, TGI data is more widely used than ever (both in this country and in some forty others around the globe) and one of its key uses is to support the 'new vision' of cross-media planning.

One of the fundamental principles of TGI, right from the start, was that it measured multiple media. Another was that it covered consumers' category and brand usage on the same survey as their media behaviour. If we were launching TGI now, I'm sure we would describe it as 'media-neutral'. That's because, well, it is media-neutral.

As a planning tool - whether account, media or communications planning - TGI has always offered media-neutrality. It's a data source that allows brand planners to look at the comparative media consumption of a brand's users.

As its users know, this is by no means the only purpose for which you can deploy TGI. There are many more, which I don't propose to list here. Users of the data consistently report that TGI performs an extremely valuable role alongside the various media currency measurements (occasionally via formal data-fusions) and thereby it underpins the media negotiation process too.

If the challenge of combining currencies into a coherent cross-media system can be met, along with the associated one of developing the appropriate analysis tools, the cross-media buying information to co-exist with the cross-media planning information provided by TGI will be in place.

This will need to be on an international level. Companies such as Unilever are talking about the starting point for communications decisions being the needs of the brand. They are also talking about reducing their portfolio to a smaller number of global brands. It's clear that the research solutions to media-neutrality will have to have multinational application.

Global cross-media deals are being done now. Trade press news items about them are common. Recently one could read of a $300 million cross-media deal between Viacom and Procter & Gamble, and a deal between AOL Time Warner and Kelloggs involving TV and online sites.

But how is the value of such deals established? And how will their success be evaluated? The major global advertisers don't have this information at the moment.

And at this point we will run up against the fact that not only are the currency surveys hard to compare across media; they are also difficult if not impossible to compare between countries. There are plenty of national differences between the world's television, press and radio measurement surveys.

"What am I getting for my $300 million?" is a very big question. With the game having moved on, this is the next challenge. The emphasis must be to make cross-territory comparisons as valid as possible, and intra-country measures as reliable as possible.

The media-neutrality issue isn't restricted to one market. It's a worldwide challenge. And whether its on a national or multi-national scale, if any planner delivers anything other than media-neutrality they must, according to Mike Walsh, be doing it out of 'habit and convention'. In the modern age of data availability and analysis there is no excuse for that any more.

(c) Account Planning Group 1995-2002