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The World of Planning
Brittany Diamond
Miami Ad School Bootcamp Week 1
October 5-7




                       Proprietary & Confidential. © 2011 R/GA All rights reserved.
Welcome!
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/Planning
What is planning?
What is a planner?




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What is account planning?

ac·count planning [uh-kount] [plan-ing]
noun
1.Account: an oral or written description of particular events or situations; narrative: an
account of the meetings; an account of the trip.
2. Planning: The act or process of making a plan
3. Strategy, problem solving, storytelling, branding, brand visions, brand
positioning, marketing, advertising, marketing communication, market
research, ethnography, blah, blah, too difficult to define




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A planner is a…


Researcher
Uncovers information and insights about the brand,
category, consumer and culture through qualitative
& quantitative research.

Psychologist + Anthropologist
Understands and reveals the way people think and behave.

Analyst
Interprets data and identifies meaningful implications.

Translator
Communicate the client‘s business objectives and challenges, as well as your
findings, to the creative team in a &simple and R/GA All rights reserved.
                             Proprietary Confidential. © 2011
                                                              clear way.
                                                                               /5
A planner is also a…

Problem Solver
Works towards developing solutions that both help clients with their business challenges
and help consumers with their needs and desires.

Artist / Writer
Uses creativity to paint a picture of what‘s going on, craft a strategy and tell a story.

Storyteller
Presents the assignment, situation, findings, and strategy in a compelling, cohesive way.

Muse
Inspires creatives to make awesome (and effective) work.




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The value of planners

Ensures creative work resonates with target audience

Identifies consumers‘ unmet needs

Discovers how the brand can provide value to consumers

Helps everyone see the big picture: creating relationships between brands and consumers,
not just selling products

Brings interesting things to light that help stir up creative ideas

Keeps everyone focused on the problem at hand

Makes sure the work is not just cool, but also effective

Supports creative ideas when selling them to the client


(these are just some, there are many more)
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Creative
/Briefs
What do only planners create?




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What is a creative brief?

The holy grail for planners

A summation of everything that is important to know for a project:
the background, brand challenge, objectives, target audience, insight and creative strategy

Gives the creative team direction and inspiration

Keeps everyone on the same page

Ranges from a one page word document to a robust presentation




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Two types of creative briefs

Vision Brief

    •   Document to capture the highest level of strategic thinking on the brand

    •   The Vision Brief is for the larger idea that leads to a fundamental business/cultural
        shift for the brand




Practice Brief
    • Document to inspire and direct creative for individual tasks

    •   The Practice Brief is around a specific project


  1) Macro target and mindset that needs to be a
     addressed
  2) The desired end-state for the brand
  3) Pivotal idea that will get&us there R/GA All rights reserved.
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The Vision Brief



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Client: Vision Brief
                           How do consumers see it? How does the brand
 Existing Brand Context
                           currently behave? It‘s past up‘s and downs?

 The business challenge


    Who do we need to
              engage

 What are they currently
                  doing

               The shift

  The new idea that will
            cause this

                Support


   Other considerations
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Client: Vision Brief

 Existing Brand Context

                        What direction does the company want to compete in?
 The business challenge What is opportunity? Reinvent? Redefine? Protect? Be
                        positive.

    Who do we need to
              engage

 What are they currently
                  doing

               The shift

  The new idea that will
            cause this

                Support

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   Other considerations
Client: Vision Brief

 Existing Brand Context


 The business challenge

                           At the highest level, what are they interested in? What
    Who do we need to
              engage
                      motivates them? Who is the ―core‖ customer we need
                           to have participate?
 What are they currently
                  doing

               The shift

  The new idea that will
            cause this

                Support


   Other considerations
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Client: Vision Brief

 Existing Brand Context


 The business challenge


    Who do we need to
              engage

 What are they currently
                  doing
                         What are they doing now? What is Status Quo?

               The shift

  The new idea that will
            cause this

                Support


   Other considerations
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Client: Vision Brief

 Existing Brand Context


 The business challenge


    Who do we need to
              engage

 What are they currently
                  doing

                         What is the shift/change we want to cause? What is the
               The shift consumer shift that will achieve the business
                         advantage?
  The new idea that will
            cause this

                Support

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   Other considerations
Client: Vision Brief

 Existing Brand Context


 The business challenge


    Who do we need to
              engage

 What are they currently
                  doing

               The shift

  The new idea that will
            cause this
                         What will change the brand?

                Support


   Other considerations
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Client: Vision Brief

 Existing Brand Context


 The business challenge


    Who do we need to
              engage

 What are they currently
                  doing

               The shift

  The new idea that will
            cause this

                Support What products/services do they have that support this?


   Other considerations
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Client: Vision Brief
                          How do consumers see it? How does the brand
 Existing Brand Context
                          currently behave? It‘s past up‘s and downs?
                        What direction does the company want to compete in?
 The business challenge What is opportunity? Reinvent? Redefine? Protect? Be
                        positive.
                          At the highest level, what are they interested in? What
    Who do we need to
              engage
                      motivates them? Who is the ―core‖ customer we need
                          to have participate?
 What are they currently
                  doing
                         What are they doing now? What is Status Quo?

                        What is the shift/change we want to cause? What is the
              The shift consumer shift that will achieve the business
                        advantage?
  The new idea that will
            cause this
                         What will change the brand?

               Support What products/services do they have that support this?
                           Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 19
The Practice Brief



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Client: Practice Brief

            Brand

        Challenge

        Objectives

           People

            Insight


         The idea


Reasons to Believe

      Connections

        Other stuff   Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 21
Levi’s Curve ID: Creative Brief
                Brand    Levi’s launched Curve ID last year, an entirely new fit platform for women based on her shape and not just her size. The
                         system is comprised of 4 distinct curves – Slight, Demi, Bold and Supreme. This spring Levi’s will continue to promote Curve
                         ID with the seasonal style news of ankle skinny jeans.

            Challenge    We need to use digital to raise awareness of Levi’s Curve ID. Awareness is low among women because:
                         1) Women think Levi’s is for men, so they don’t pay attention to anything they see from Levi’s. The brand is not in their
(Assignment + problem)      consideration set. Also, they don’t perceive Levi’s jeans to be stylish or sexy.
                         2) Women don’t understand what Curve ID is. The print ads don’t effectively explain the system.


            Objectives   •    Drive awareness that Levi’s is for women
                         •    Drive awareness and education of the Curve ID system

               People    “Conventional” women, 25+, who like to stay current with fashion but not set the trend, and “Progressive” women, 18-34, who
                         boldly set their own style. They first and foremost want jeans that are flattering on them. This is not easy to find, though,
                         because jeans fit each person differently and the sizes, styles and brands of jeans rarely fit consistently. It takes women a
                         long time to find a pair that makes them feel sexy. Jeans shopping also forces women to scrutinize their bodies, often at their
                         biggest problem areas. They look at the mirror thinking how they wish their stomach was flatter, legs were longer, butt was
                         tighter. They leave the store feeling that they need to eat less and workout more.


               Insight   Shopping for jeans is unpleasant. It often leaves women feeling stressed, frustrated and self-conscious. “It’s the next worst
                         thing after bathing suit shopping.”

             The Idea    The Jeans Shopping Revolution
                         Teach women that Curve ID provides a completely new and different approach to jeans shopping. It helps women sort through
                         the clutter of brands and sizes to find the right pair for their body, saving them from the pain of trying on jeans that look bad on
                         them and feeling bad about themselves. Curve ID transforms jeans shopping from stressful to stress-free, from anxiety-ridden
                         to confidence-boosting.

    Reasons to Believe   Levi’s has equity in knowing jeans. They measured over 60,000 women to build a system that knows women and caters to
                         every woman’s body type and shape. Online, Curve ID provides a simple how-to guide that helps women get their ID and find
                         the perfect jeans. In store, Levi’s provides custom fittings.

        Considerations   Must leverage the ATL& Confidential. © 2011 R/GA All rights reserved.
                                    Proprietary (Above The Line) Spring campaign aesthetic.                                                           / 22
Good Briefs

Provide a clear understanding of the target audience and the role of the product in their lives

Provide focus AND inspiration

Written collaboratively with creatives

Speak the TRUTH

Provocative (when appropriate)




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Good Briefs are BRIEF


―I have made this letter longer
than usual because I lack the
time to make it short.‖
Blaise Pascal, 1656




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Bad Briefs: What not to do

Don‘t use generic, overused marketing speak. Say what you mean, don‘t dance around it.

Don‘t use big words just to sound smart.

Don‘t include details that aren‘t important or relevant to the project.

Don‘t try to make the ―single most compelling idea‖ sound like a headline.

Remember: you are creative, but you aren‘t THE creative…your job is to provide creative
direction and inspiration, not to come up with the creative idea for the campaign.




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Briefing decks should be
interesting and inspiring




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THE WAY TO MY HEART.
I’ve always wanted someone to name the little things I do.
Like in all the movies. Because that means for more than a few seconds you
were watching me and noticing what makes me tick and what makes me happy.
I love that. I think when I meet the right guy he will do it.




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What is an Insight?


A human truth
in·sight (nst)
n.
1. The capacity to discern the true nature of a situation; penetration.
2. The act or outcome of grasping the inward or hidden nature of things or of perceiving in
an intuitive manner.




It is not a data point that you found in your research. It‘s something that you observe,
instinctually realize, piece together or arrive at.




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Insights fuel creative ideas

                               You uncover an insight




                 You create a strategy based on the insight




      Creatives come up with ideas based off your insight and strategy




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Case Study from Miami Ad School

Background:
NuvaRing wanted to get women taking birth control to switch to its vaginal ring birth control

Challenge:
Women were afraid of it. It‘s totally foreign to them. They didn‘t feel it would be comfortable
and they worried they wouldn‘t know how to use it.

People:
Women currently on the pill

Insight:
Women just accept that taking the pill everyday is a daily stress.



The Idea: Re-think the pill.

Remind women how annoying it is to have to take the pill every day.


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What we did




  Note: The quality of this execution is not the norm for Ad School, so
  don‘t compare what you see this semester to this. This was way above
  and beyond most work presented while I was at the Bootcamp.


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What NuvaRing did




―Break Free from the Pack‖

http://www.youtube.com/watch?v=mb49mo5uvE0

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There’s isn’t a right or wrong insight or
creative solution

We were the only team whose strategy was to present the pill as the enemy, rather than
focus on NuvaRing.


Although NuvaRing used the same approach as us, there were still lots of other GREAT
ideas in the class.




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Personas +
/Profiles
How do you bring the consumer to life?




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THE WHAT, WHEN,
HOW, & WHY OF WHO




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Behaviors
                   Needs
                   Goals
                   Desires
                                                                       …of a
                   Motivations                                         SPECIFIC
HUMANIZE           Attitudes
                   Decision Factors
                                                                       USER
DRAMATIZE          Pain Points                                         For a
                   Influencers
NARRATE…           Neuroses
                                                                       SPECIFIC
                   Complexes                                           REASON
                   Deepest Fears


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Allison                         Allison                                                   Age
                                                                                                                                       Education
                                                                                                                                       Employment
                                                                                                                                                        35
                                                                                                                                                        College-graduate
                                                                                                                                                        Works full time at PR firm
                                                                                                                                       Marital Status   Married
                                                                         The Conventional                                              Kids             Daughter,: Ella, 1
                                             The Conventional Woman                                                                    Location         Haverford, PA



                                                                     “I just want to look good”

    Balancing her job and taking care of her daughter Ella, Allison look goodmuchme, to shop. When hard to find.”
                              “I simply want jeans that doesn’t have on time but that’s it comes to jeans
    though, she will make time. They are not something she can buy on a whim. Allison follows the trends and likes to buy
                             clothes thinks now: Levi’s is forbut she doesn’t seek to be ahead of the tren
                              What she
                                       that are stylish, men
                                       What we want her to think: Oh wow, Levi’s is for women, too. I want to try their Curve ID and get a pair.




Shopping Behaviors                                     “Now that I’m back to working full time and have a family to take care of, I don’t have much
                                                       time for shopping anymore. Online shopping and style websites are total life savers! I still like
•     Tries to look “put together”
                                                       to follow the trends and buy stylish clothes. I tend to stick to the brands that I know and wear
•     Chooses popular brands and styles
•     Seeks “flattering” first                         styles that are popular, as long as I can pull them off. My main concern is just looking good.

                                                       The one type of shopping I will make time for is jeans. As much as I hate it, (it’s only second
Online Behaviors                                       worst to bathing suit shopping) it’s not something I can do on a whim or take lightly.
•     Reads ratings & reviews                          It’s really hard to find a pair that fits well and is flattering. And every pair fits differently.
•     Shops / looks at fashion sites and blogs         There’s no consistency! Sometimes a brand will fit me, sometimes it won’t. Sometimes I’m a
•     Facebook , LinkedIn                              size 29, other times I’m a 30. A pair may look great on my friend, but horrendous on me.
•      Plays games
•     Gets info from company websites
                                                       The first thing I look for when shopping for jeans is style or wash. When I’m trying on jeans, I
•     Reads about fashion, cooking, home
      décor, and travel                                think about whether I would wear them with heels or flats, and when I would wear them:
•     Looks up local events                            during the day, at work, going to the playground on the weekend, going out to dinner, etc.
•     Gets daily emails from favorite fashion
      companies with special offers and news           Jeans shopping is also mentally draining because you are forced to really look closely at your
•     People.com, piperlime, Gilt, Stylecaster
                                                       body, often at the parts you hate most (for me, it’s my stomach and thighs). Especially now
                                                       that I’ve been through pregnancy, I cringe every time I look at my stomach. So when I do find a
Mobile Behaviors                                       pair of jeans that look good on me, it’s very exciting. I feel accomplished and then I can’t wait
•     Blackberry (43% own smartphone)
                                                       to wear them. Usually this only happens after a few grueling hours, though.”
•     Text, email, Facebook, research products
Cara                             Allison                                                   Age
                                                                                                                                        Education
                                                                                                                                        Employment
                                                                                                                                                          19
                                                                                                                                                          College
                                                                                                                                                          Unemployed
                                                                                                                                        Marital Status    Single
                                                                          The Conventional                                              Kids              None
                                             The Progressive Woman                                                                      Location          Brooklyn, NY



                                                                     “I just want to look good”

    Balancing her job and taking care of“I’m always looking for things that help meWhen it comes to jeans
                                         her daughter Ella, Allison doesn’t have much time to shop. show off my
    though, she will make time. They are not something she can buy unique style.” follows the trends and likes to buy
                                                                         on a whim. Allison
    clothes that are stylish, but she doesn’t seek to be ahead of the trend. She wears styles and brands once they become
                                                  popular. When it comes to fash
                       ion, and jeans especially, her top priority is looking good and feeling comfortable.
                                             What she thinks now: Levi’s is cool because it’s authentic. My guy friends like them.
                                             What we want her to think: Levi’s has some hot jeans that would be perfect for a unique, stylish outfit. I want a pair of my own.



Shopping Behaviors
•     Love putting looks together
                                                        “I came to New York City to study fashion design at Parson’s and I’m definitely enjoying it so
•     Chooses premium and emerging brands               far. My friends (also aspiring artists) and I are always looking for new and interesting things to
•     Seeks a unique style                              try. I like stumbling across hole-in-the-wall restaurants and discovering new bands most
                                                        people have never heard of. I also love fashion and experimenting with new styles.
Online Behaviors

•     Visit fashion sites and blogs                     For me, style is about self-expression. I don’t want to look like everyone else. I check out a few
•     Facebook, Twitter, Youtube                        fashion blogs every day to get inspiration for putting outfits together, but I never copy anything
•     Watches videos and TV programs (live)             exactly. I want my look to be my own.
•     Reads about fashion, music, celeb gossip
•     Looks up local events
•     Gets daily emails from favorite fashion
                                                        Creating an outfit is like an art, and jeans are the palate you start with. Jeans set the tone for
      companies with special offers and news            the rest of the items you choose to wear with them. What’s great about jeans is that there are
•     Manrepeller, Gawker, Sartorialist,                so many different styles and can be part of tons of different looks. For example, for a casual
      stylelikeu, stylerookie, garancedore.fr/en        look, during the day when I’m going to class or the coffee shop around the corner , I’ll throw on
      http://vanessajackman.blogspot.com/               a loose t-shirt or flannel shirt and my Tom’s shoes. At night, if I’m going out and want to look
      http://alltheprettybirds.blogspot.com
                                                        hot, I may wear my high-waisted jeans with a cute blouse and pumps. Usually when I feel
Mobile Behaviors
                                                        bloated or lazy I’ll wear my boyfriend jeans. I change it up all the time. like to take fashion
                                                        risks. The outfits I wear sometimes may be seen as crazy, but at least they’re never boring!”
•     iPhone; (64% own smartphone)
•     Web, Text, Facebook, Navigation, Finance,
Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 39
Maya Fitzgeralds The Ambitious Independent


―The world is my playground.‖
                                                   My mom keeps asking me when I‘m going to              Emotional Map
                                                   settle down already and start a family. My
                                                   reaction: What‘s the rush? Right now I‘m all about
                                                   work hard, play hard.

                                                   It‘s not that I don‘t want a family—that might be
                                                   me some day– but right now I have nothing to
                                                   hold me back from what I love to do: travel.

                                                   There‘s nothing more fun than landing someplace
                                                   you‘ve never been, meeting new people, and
 Age          29                                   soaking up a new culture.
 Geography    St. Louis, MO
                                                   I need some pampering too. Any one of my
 HH income    $66,000                              friends will tell you I‘ve never turned down a last
                                                   minute spa weekend.
 Employment   Pharmaceutical Sales Rep




                                         Proprietary & Confidential. © 2011 R/GA All rights reserved.                    / 40
Maya Fitzgeralds The Ambitious Independent

AUDIENCE NEEDS                    BRAND OPPORTUNITIES
                                  THINK (messaging)                    DO (experience)                       SHARE (community)
 Shopping is best when            MasterCard offers me a new           Give me an opportunity to see         Give me ways to share my best
 shared. I never consider a       view into my shopping and            how others are shopping. Not with     shopping victories. Offer me tools
 purchase final until my          makes sharing automatic.             the same ‗read and review‘ way,       that work where I am regularly
 friends have weighed in on                                            but in a way that tells more of a     (e.g. Facebook, etc.)
 it.                                                                   story

 I am saving up for my            MasterCard gives me an               Bring my spending to life in a        Help me set better goals and give
 future (e.g., house, car) so I   intuitive way to compare what        more intuitive way than just a list   me ideas for gifts within my
 have to be really diligent       I‘m spending with what I want.       of transactions. To me, seeing is     budget.
 about my budget. But I love                                           believing.
 splurging on my friends.

 I love to document my            MasterCard provides me with          I will share my information with a    Give me new ways to share my
 travel. Photo albums,            the tools to make my travel          company I trust, as long as the       combined passions of travel and
 emails to my friends, you        more personal and                    experience is worth it.               shopping.
 name it.                         meaningful… automatically.




                                         Proprietary & Confidential. © 2011 R/GA All rights reserved.                                        / 41
Target profiles and personas may
   not always be so in-depth.

Don’t be overwhelmed by how
much info is in these examples.
Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 43
Things to keep in mind: Being a planner

•   You will be doing a lot more than writing briefs
•   Planners wear a lot of different hats
•   Be confident yet humble
•   Don‘t be afraid to ask questions
•   Be a good listener
•   Be proactive
•   Be provocative
•   Be sensitive when evaluating creative work
•   Be friends with your creative team
•   Be open minded
•   Always look at things from all perspectives
•   Don‘t use as many bullets on a slide as I have in this presentation




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Things to keep in mind: Outside of work

•   Stay in touch with your classmates and teachers.

•   Remember that planners are really busy, so don‘t worry if you don‘t hear back from them
    immediately. Be patient. Sometimes you may need to follow up.

•   Make time to do the things you love outside of work.




                             Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 45
Things to keep in mind: Interviewing

Tell a succinct story (elevator pitch):
     • For your case studies: explain the assignment, what you did, what you found,
           what your strategy was, and what work came out of it

Do your homework on the company

Come prepared with questions

Be prepared to answer these questions:
• Why do you want to be a planner?
• What are you looking for in an agency?
• What was the most challenging thing you‘ve worked on? How did you handle it?
• What would be your ideal brand to work on and why?
• What are some of your favorite campaigns? Why?
• What do you like to do for fun?




                            Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 46
Be passionate
Be curious
Be interesting
Be persistent
      Proprietary & Confidential. © 2011 R/GA All rights reserved.   / 47
Thank You.

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Presentation 1

  • 1. The World of Planning Brittany Diamond Miami Ad School Bootcamp Week 1 October 5-7 Proprietary & Confidential. © 2011 R/GA All rights reserved.
  • 2. Welcome! Proprietary & Confidential. © 2011 R/GA All rights reserved. /2
  • 3. /Planning What is planning? What is a planner? Proprietary & Confidential. © 2011 R/GA All rights reserved. /3
  • 4. What is account planning? ac·count planning [uh-kount] [plan-ing] noun 1.Account: an oral or written description of particular events or situations; narrative: an account of the meetings; an account of the trip. 2. Planning: The act or process of making a plan 3. Strategy, problem solving, storytelling, branding, brand visions, brand positioning, marketing, advertising, marketing communication, market research, ethnography, blah, blah, too difficult to define Proprietary & Confidential. © 2011 R/GA All rights reserved. /4
  • 5. A planner is a… Researcher Uncovers information and insights about the brand, category, consumer and culture through qualitative & quantitative research. Psychologist + Anthropologist Understands and reveals the way people think and behave. Analyst Interprets data and identifies meaningful implications. Translator Communicate the client‘s business objectives and challenges, as well as your findings, to the creative team in a &simple and R/GA All rights reserved. Proprietary Confidential. © 2011 clear way. /5
  • 6. A planner is also a… Problem Solver Works towards developing solutions that both help clients with their business challenges and help consumers with their needs and desires. Artist / Writer Uses creativity to paint a picture of what‘s going on, craft a strategy and tell a story. Storyteller Presents the assignment, situation, findings, and strategy in a compelling, cohesive way. Muse Inspires creatives to make awesome (and effective) work. Proprietary & Confidential. © 2011 R/GA All rights reserved. /6
  • 7. The value of planners Ensures creative work resonates with target audience Identifies consumers‘ unmet needs Discovers how the brand can provide value to consumers Helps everyone see the big picture: creating relationships between brands and consumers, not just selling products Brings interesting things to light that help stir up creative ideas Keeps everyone focused on the problem at hand Makes sure the work is not just cool, but also effective Supports creative ideas when selling them to the client (these are just some, there are many more) Proprietary & Confidential. © 2011 R/GA All rights reserved. /7
  • 8. Creative /Briefs What do only planners create? Proprietary & Confidential. © 2011 R/GA All rights reserved. /8
  • 9. What is a creative brief? The holy grail for planners A summation of everything that is important to know for a project: the background, brand challenge, objectives, target audience, insight and creative strategy Gives the creative team direction and inspiration Keeps everyone on the same page Ranges from a one page word document to a robust presentation Proprietary & Confidential. © 2011 R/GA All rights reserved. /9
  • 10. Two types of creative briefs Vision Brief • Document to capture the highest level of strategic thinking on the brand • The Vision Brief is for the larger idea that leads to a fundamental business/cultural shift for the brand Practice Brief • Document to inspire and direct creative for individual tasks • The Practice Brief is around a specific project 1) Macro target and mindset that needs to be a addressed 2) The desired end-state for the brand 3) Pivotal idea that will get&us there R/GA All rights reserved. Proprietary Confidential. © 2011 / 10
  • 11. The Vision Brief Proprietary & Confidential. © 2011 R/GA All rights reserved. / 11
  • 12. Client: Vision Brief How do consumers see it? How does the brand Existing Brand Context currently behave? It‘s past up‘s and downs? The business challenge Who do we need to engage What are they currently doing The shift The new idea that will cause this Support Other considerations Proprietary & Confidential. © 2011 R/GA All rights reserved. / 12
  • 13. Client: Vision Brief Existing Brand Context What direction does the company want to compete in? The business challenge What is opportunity? Reinvent? Redefine? Protect? Be positive. Who do we need to engage What are they currently doing The shift The new idea that will cause this Support Proprietary & Confidential. © 2011 R/GA All rights reserved. / 13 Other considerations
  • 14. Client: Vision Brief Existing Brand Context The business challenge At the highest level, what are they interested in? What Who do we need to engage motivates them? Who is the ―core‖ customer we need to have participate? What are they currently doing The shift The new idea that will cause this Support Other considerations Proprietary & Confidential. © 2011 R/GA All rights reserved. / 14
  • 15. Client: Vision Brief Existing Brand Context The business challenge Who do we need to engage What are they currently doing What are they doing now? What is Status Quo? The shift The new idea that will cause this Support Other considerations Proprietary & Confidential. © 2011 R/GA All rights reserved. / 15
  • 16. Client: Vision Brief Existing Brand Context The business challenge Who do we need to engage What are they currently doing What is the shift/change we want to cause? What is the The shift consumer shift that will achieve the business advantage? The new idea that will cause this Support Proprietary & Confidential. © 2011 R/GA All rights reserved. / 16 Other considerations
  • 17. Client: Vision Brief Existing Brand Context The business challenge Who do we need to engage What are they currently doing The shift The new idea that will cause this What will change the brand? Support Other considerations Proprietary & Confidential. © 2011 R/GA All rights reserved. / 17
  • 18. Client: Vision Brief Existing Brand Context The business challenge Who do we need to engage What are they currently doing The shift The new idea that will cause this Support What products/services do they have that support this? Other considerations Proprietary & Confidential. © 2011 R/GA All rights reserved. / 18
  • 19. Client: Vision Brief How do consumers see it? How does the brand Existing Brand Context currently behave? It‘s past up‘s and downs? What direction does the company want to compete in? The business challenge What is opportunity? Reinvent? Redefine? Protect? Be positive. At the highest level, what are they interested in? What Who do we need to engage motivates them? Who is the ―core‖ customer we need to have participate? What are they currently doing What are they doing now? What is Status Quo? What is the shift/change we want to cause? What is the The shift consumer shift that will achieve the business advantage? The new idea that will cause this What will change the brand? Support What products/services do they have that support this? Proprietary & Confidential. © 2011 R/GA All rights reserved. / 19
  • 20. The Practice Brief Proprietary & Confidential. © 2011 R/GA All rights reserved. / 20
  • 21. Client: Practice Brief Brand Challenge Objectives People Insight The idea Reasons to Believe Connections Other stuff Proprietary & Confidential. © 2011 R/GA All rights reserved. / 21
  • 22. Levi’s Curve ID: Creative Brief Brand Levi’s launched Curve ID last year, an entirely new fit platform for women based on her shape and not just her size. The system is comprised of 4 distinct curves – Slight, Demi, Bold and Supreme. This spring Levi’s will continue to promote Curve ID with the seasonal style news of ankle skinny jeans. Challenge We need to use digital to raise awareness of Levi’s Curve ID. Awareness is low among women because: 1) Women think Levi’s is for men, so they don’t pay attention to anything they see from Levi’s. The brand is not in their (Assignment + problem) consideration set. Also, they don’t perceive Levi’s jeans to be stylish or sexy. 2) Women don’t understand what Curve ID is. The print ads don’t effectively explain the system. Objectives • Drive awareness that Levi’s is for women • Drive awareness and education of the Curve ID system People “Conventional” women, 25+, who like to stay current with fashion but not set the trend, and “Progressive” women, 18-34, who boldly set their own style. They first and foremost want jeans that are flattering on them. This is not easy to find, though, because jeans fit each person differently and the sizes, styles and brands of jeans rarely fit consistently. It takes women a long time to find a pair that makes them feel sexy. Jeans shopping also forces women to scrutinize their bodies, often at their biggest problem areas. They look at the mirror thinking how they wish their stomach was flatter, legs were longer, butt was tighter. They leave the store feeling that they need to eat less and workout more. Insight Shopping for jeans is unpleasant. It often leaves women feeling stressed, frustrated and self-conscious. “It’s the next worst thing after bathing suit shopping.” The Idea The Jeans Shopping Revolution Teach women that Curve ID provides a completely new and different approach to jeans shopping. It helps women sort through the clutter of brands and sizes to find the right pair for their body, saving them from the pain of trying on jeans that look bad on them and feeling bad about themselves. Curve ID transforms jeans shopping from stressful to stress-free, from anxiety-ridden to confidence-boosting. Reasons to Believe Levi’s has equity in knowing jeans. They measured over 60,000 women to build a system that knows women and caters to every woman’s body type and shape. Online, Curve ID provides a simple how-to guide that helps women get their ID and find the perfect jeans. In store, Levi’s provides custom fittings. Considerations Must leverage the ATL& Confidential. © 2011 R/GA All rights reserved. Proprietary (Above The Line) Spring campaign aesthetic. / 22
  • 23. Good Briefs Provide a clear understanding of the target audience and the role of the product in their lives Provide focus AND inspiration Written collaboratively with creatives Speak the TRUTH Provocative (when appropriate) Proprietary & Confidential. © 2011 R/GA All rights reserved. / 23
  • 24. Good Briefs are BRIEF ―I have made this letter longer than usual because I lack the time to make it short.‖ Blaise Pascal, 1656 Proprietary & Confidential. © 2011 R/GA All rights reserved. / 24
  • 25. Bad Briefs: What not to do Don‘t use generic, overused marketing speak. Say what you mean, don‘t dance around it. Don‘t use big words just to sound smart. Don‘t include details that aren‘t important or relevant to the project. Don‘t try to make the ―single most compelling idea‖ sound like a headline. Remember: you are creative, but you aren‘t THE creative…your job is to provide creative direction and inspiration, not to come up with the creative idea for the campaign. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 25
  • 26. Briefing decks should be interesting and inspiring Proprietary & Confidential. © 2011 R/GA All rights reserved. / 26
  • 27. THE WAY TO MY HEART. I’ve always wanted someone to name the little things I do. Like in all the movies. Because that means for more than a few seconds you were watching me and noticing what makes me tick and what makes me happy. I love that. I think when I meet the right guy he will do it. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 27
  • 28. What is an Insight? A human truth in·sight (nst) n. 1. The capacity to discern the true nature of a situation; penetration. 2. The act or outcome of grasping the inward or hidden nature of things or of perceiving in an intuitive manner. It is not a data point that you found in your research. It‘s something that you observe, instinctually realize, piece together or arrive at. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 28
  • 29. Insights fuel creative ideas You uncover an insight You create a strategy based on the insight Creatives come up with ideas based off your insight and strategy Proprietary & Confidential. © 2011 R/GA All rights reserved. / 29
  • 30. Case Study from Miami Ad School Background: NuvaRing wanted to get women taking birth control to switch to its vaginal ring birth control Challenge: Women were afraid of it. It‘s totally foreign to them. They didn‘t feel it would be comfortable and they worried they wouldn‘t know how to use it. People: Women currently on the pill Insight: Women just accept that taking the pill everyday is a daily stress. The Idea: Re-think the pill. Remind women how annoying it is to have to take the pill every day. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 30
  • 31. What we did Note: The quality of this execution is not the norm for Ad School, so don‘t compare what you see this semester to this. This was way above and beyond most work presented while I was at the Bootcamp. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 31
  • 32. What NuvaRing did ―Break Free from the Pack‖ http://www.youtube.com/watch?v=mb49mo5uvE0 Proprietary & Confidential. © 2011 R/GA All rights reserved. / 32
  • 33. There’s isn’t a right or wrong insight or creative solution We were the only team whose strategy was to present the pill as the enemy, rather than focus on NuvaRing. Although NuvaRing used the same approach as us, there were still lots of other GREAT ideas in the class. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 33
  • 34. Personas + /Profiles How do you bring the consumer to life? Proprietary & Confidential. © 2011 R/GA All rights reserved. / 34
  • 35. THE WHAT, WHEN, HOW, & WHY OF WHO Proprietary & Confidential. © 2011 R/GA All rights reserved. / 35
  • 36. Behaviors Needs Goals Desires …of a Motivations SPECIFIC HUMANIZE Attitudes Decision Factors USER DRAMATIZE Pain Points For a Influencers NARRATE… Neuroses SPECIFIC Complexes REASON Deepest Fears Proprietary & Confidential. © 2011 R/GA All rights reserved. / 36
  • 37. Allison Allison Age Education Employment 35 College-graduate Works full time at PR firm Marital Status Married The Conventional Kids Daughter,: Ella, 1 The Conventional Woman Location Haverford, PA “I just want to look good” Balancing her job and taking care of her daughter Ella, Allison look goodmuchme, to shop. When hard to find.” “I simply want jeans that doesn’t have on time but that’s it comes to jeans though, she will make time. They are not something she can buy on a whim. Allison follows the trends and likes to buy clothes thinks now: Levi’s is forbut she doesn’t seek to be ahead of the tren What she that are stylish, men What we want her to think: Oh wow, Levi’s is for women, too. I want to try their Curve ID and get a pair. Shopping Behaviors “Now that I’m back to working full time and have a family to take care of, I don’t have much time for shopping anymore. Online shopping and style websites are total life savers! I still like • Tries to look “put together” to follow the trends and buy stylish clothes. I tend to stick to the brands that I know and wear • Chooses popular brands and styles • Seeks “flattering” first styles that are popular, as long as I can pull them off. My main concern is just looking good. The one type of shopping I will make time for is jeans. As much as I hate it, (it’s only second Online Behaviors worst to bathing suit shopping) it’s not something I can do on a whim or take lightly. • Reads ratings & reviews It’s really hard to find a pair that fits well and is flattering. And every pair fits differently. • Shops / looks at fashion sites and blogs There’s no consistency! Sometimes a brand will fit me, sometimes it won’t. Sometimes I’m a • Facebook , LinkedIn size 29, other times I’m a 30. A pair may look great on my friend, but horrendous on me. • Plays games • Gets info from company websites The first thing I look for when shopping for jeans is style or wash. When I’m trying on jeans, I • Reads about fashion, cooking, home décor, and travel think about whether I would wear them with heels or flats, and when I would wear them: • Looks up local events during the day, at work, going to the playground on the weekend, going out to dinner, etc. • Gets daily emails from favorite fashion companies with special offers and news Jeans shopping is also mentally draining because you are forced to really look closely at your • People.com, piperlime, Gilt, Stylecaster body, often at the parts you hate most (for me, it’s my stomach and thighs). Especially now that I’ve been through pregnancy, I cringe every time I look at my stomach. So when I do find a Mobile Behaviors pair of jeans that look good on me, it’s very exciting. I feel accomplished and then I can’t wait • Blackberry (43% own smartphone) to wear them. Usually this only happens after a few grueling hours, though.” • Text, email, Facebook, research products
  • 38. Cara Allison Age Education Employment 19 College Unemployed Marital Status Single The Conventional Kids None The Progressive Woman Location Brooklyn, NY “I just want to look good” Balancing her job and taking care of“I’m always looking for things that help meWhen it comes to jeans her daughter Ella, Allison doesn’t have much time to shop. show off my though, she will make time. They are not something she can buy unique style.” follows the trends and likes to buy on a whim. Allison clothes that are stylish, but she doesn’t seek to be ahead of the trend. She wears styles and brands once they become popular. When it comes to fash ion, and jeans especially, her top priority is looking good and feeling comfortable. What she thinks now: Levi’s is cool because it’s authentic. My guy friends like them. What we want her to think: Levi’s has some hot jeans that would be perfect for a unique, stylish outfit. I want a pair of my own. Shopping Behaviors • Love putting looks together “I came to New York City to study fashion design at Parson’s and I’m definitely enjoying it so • Chooses premium and emerging brands far. My friends (also aspiring artists) and I are always looking for new and interesting things to • Seeks a unique style try. I like stumbling across hole-in-the-wall restaurants and discovering new bands most people have never heard of. I also love fashion and experimenting with new styles. Online Behaviors • Visit fashion sites and blogs For me, style is about self-expression. I don’t want to look like everyone else. I check out a few • Facebook, Twitter, Youtube fashion blogs every day to get inspiration for putting outfits together, but I never copy anything • Watches videos and TV programs (live) exactly. I want my look to be my own. • Reads about fashion, music, celeb gossip • Looks up local events • Gets daily emails from favorite fashion Creating an outfit is like an art, and jeans are the palate you start with. Jeans set the tone for companies with special offers and news the rest of the items you choose to wear with them. What’s great about jeans is that there are • Manrepeller, Gawker, Sartorialist, so many different styles and can be part of tons of different looks. For example, for a casual stylelikeu, stylerookie, garancedore.fr/en look, during the day when I’m going to class or the coffee shop around the corner , I’ll throw on http://vanessajackman.blogspot.com/ a loose t-shirt or flannel shirt and my Tom’s shoes. At night, if I’m going out and want to look http://alltheprettybirds.blogspot.com hot, I may wear my high-waisted jeans with a cute blouse and pumps. Usually when I feel Mobile Behaviors bloated or lazy I’ll wear my boyfriend jeans. I change it up all the time. like to take fashion risks. The outfits I wear sometimes may be seen as crazy, but at least they’re never boring!” • iPhone; (64% own smartphone) • Web, Text, Facebook, Navigation, Finance,
  • 39. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 39
  • 40. Maya Fitzgeralds The Ambitious Independent ―The world is my playground.‖ My mom keeps asking me when I‘m going to Emotional Map settle down already and start a family. My reaction: What‘s the rush? Right now I‘m all about work hard, play hard. It‘s not that I don‘t want a family—that might be me some day– but right now I have nothing to hold me back from what I love to do: travel. There‘s nothing more fun than landing someplace you‘ve never been, meeting new people, and Age 29 soaking up a new culture. Geography St. Louis, MO I need some pampering too. Any one of my HH income $66,000 friends will tell you I‘ve never turned down a last minute spa weekend. Employment Pharmaceutical Sales Rep Proprietary & Confidential. © 2011 R/GA All rights reserved. / 40
  • 41. Maya Fitzgeralds The Ambitious Independent AUDIENCE NEEDS BRAND OPPORTUNITIES THINK (messaging) DO (experience) SHARE (community) Shopping is best when MasterCard offers me a new Give me an opportunity to see Give me ways to share my best shared. I never consider a view into my shopping and how others are shopping. Not with shopping victories. Offer me tools purchase final until my makes sharing automatic. the same ‗read and review‘ way, that work where I am regularly friends have weighed in on but in a way that tells more of a (e.g. Facebook, etc.) it. story I am saving up for my MasterCard gives me an Bring my spending to life in a Help me set better goals and give future (e.g., house, car) so I intuitive way to compare what more intuitive way than just a list me ideas for gifts within my have to be really diligent I‘m spending with what I want. of transactions. To me, seeing is budget. about my budget. But I love believing. splurging on my friends. I love to document my MasterCard provides me with I will share my information with a Give me new ways to share my travel. Photo albums, the tools to make my travel company I trust, as long as the combined passions of travel and emails to my friends, you more personal and experience is worth it. shopping. name it. meaningful… automatically. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 41
  • 42. Target profiles and personas may not always be so in-depth. Don’t be overwhelmed by how much info is in these examples.
  • 43. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 43
  • 44. Things to keep in mind: Being a planner • You will be doing a lot more than writing briefs • Planners wear a lot of different hats • Be confident yet humble • Don‘t be afraid to ask questions • Be a good listener • Be proactive • Be provocative • Be sensitive when evaluating creative work • Be friends with your creative team • Be open minded • Always look at things from all perspectives • Don‘t use as many bullets on a slide as I have in this presentation Proprietary & Confidential. © 2011 R/GA All rights reserved. / 44
  • 45. Things to keep in mind: Outside of work • Stay in touch with your classmates and teachers. • Remember that planners are really busy, so don‘t worry if you don‘t hear back from them immediately. Be patient. Sometimes you may need to follow up. • Make time to do the things you love outside of work. Proprietary & Confidential. © 2011 R/GA All rights reserved. / 45
  • 46. Things to keep in mind: Interviewing Tell a succinct story (elevator pitch): • For your case studies: explain the assignment, what you did, what you found, what your strategy was, and what work came out of it Do your homework on the company Come prepared with questions Be prepared to answer these questions: • Why do you want to be a planner? • What are you looking for in an agency? • What was the most challenging thing you‘ve worked on? How did you handle it? • What would be your ideal brand to work on and why? • What are some of your favorite campaigns? Why? • What do you like to do for fun? Proprietary & Confidential. © 2011 R/GA All rights reserved. / 46
  • 47. Be passionate Be curious Be interesting Be persistent Proprietary & Confidential. © 2011 R/GA All rights reserved. / 47

Editor's Notes

  1. http://whoa-adreambig.tumblr.com/ http://tessaemilyy.tumblr.com/ http://lulababy23.tumblr.com/ http://lovelaneyx3.tumblr.com/http://lovelotslaura.tumblr.com/ http://caitylynnmichele.tumblr.com/ http://mysummmerlove.tumblr.com/
  2. The goal of this preso is to give you the right balance of theory and practice to effectively use the design tool know as personas in our work as plannersHelp you understand:WHAT a persona isWhat makes it different from a market segmentation, very important and occasionally subtleWHEN personas should be created; how to recognize the conditions under which it makes sense to create personasHOW to make them and use themResearchStructureHow to work with ID Socialization and buy-inWHY personas make sense and how to sell them up the chainRoadblocksSocialization and buy-in
  3. Through the process of humanizing, dramatizing, narrating, they bring to life the xyz of a RELEVANT USERRelevant meaning they have been identified as an important type of person to consider when engaging in a design exercise… could be the largest group of users, a specific extreme within a group of user, etc…What makes a user relevant to us? Could be a number of things, but want to start with an obvious one… business value.