Influence-Scorecard on Philip Sheldrake

Q&A with CIPR Influence magazine

Fri, 20 May 2016 00:00:00 +0000

I was interviewed by Rob Smith, Editor, Influence magazine . Published in two parts , May 2016.

What does Influence mean to the public relations business currently? Is it more important since the rise of digital or has it always been at the heart of what it is to be a public relations professional?

You have been influenced when you think in a way you wouldn’t otherwise have thought or do something you wouldn’t otherwise have done. Unfortunately, the English language also has us using the word ‘influence’ in terms of something someone might possess.

I always prefer to work with the first meaning here for two reasons: first, the changing of hearts, minds and deeds is the actual object of interest to public relations professionals (reciprocally of course, more on which later); second, we might quantify the former better than the latter, and indeed many of the better attempts to score influence as something someone might possess rely to a certain extent on that capacity being demonstrated (ie, the former again).

What does this mean to PR practice right now? Well that depends on your flavour of practice, characterised rather usefully at this juncture by Andy Green as simply old school and new school.

"A New Balanced Scorecard for Communications" – a critique

Mon, 23 Nov 2015 00:00:00 +0000

I’ve just been pointed to a recent post by Tim Marklein on The Measurement Standard, A New Balanced Scorecard for Communications . I can’t endorse it as it stands, as I understand it, and this post explains why.

For a bit of background, this summary of the Balanced Scorecard and associated Strategy Maps is based on the one in my book, The Business of Influence , and is one of my post popular webpages attracting thousands of visitors every month ;-) Do check it out if the Scorecard is new to you.

Having been frustrated by the very narrow practice of public relations, by the plain wrong approaches to alignment and performance measurement, and by the seeming isolation of the PR function from the rest of the business at a time when its best qualities are more vital than ever, I sought in 2009 to crystallise my ideas to help organisations transition to a more relevant and mutually valuable model. Knowing that organisational change is hard, I focused on the dominant way some of the world’s largest and most successful businesses seek to articulate and guide performance – the Balanced Scorecard – in order to tap into the monster’s own strengths, jujitsu style .

I called the resultant framework the Influence Scorecard , and I was delighted that Robert Howie, then the Director of the Kaplan Norton Balanced Scorecard Hall of Fame for Executing Strategy, penned the foreword .

The quantified self, the quantified organization, and the organized self

Fri, 27 Feb 2015 00:00:00 +0000

The diagram here portrays where I’m going with this post, so let’s dive in.

The quantified self

The current Wikipedia entry for quantified self (QS) describes it as “a movement to incorporate technology into data acquisition on aspects of a person’s daily life in terms of inputs (e.g. food consumed, quality of surrounding air), states (e.g. mood, arousal, blood oxygen levels), and performance (mental and physical).”

And it doesn’t stop at mere data acquisition of course; as the strapline for a major QS community puts it, we’re looking at self knowledge through numbers. Adriana Lukas, founder and organiser at London Quantified Self Group , proselytizes self-managed QS, a future in which “expertise is supplied rather than outsourced”, where each of us acquires “agency as sense-maker”.

That’s certainly a powerful and possibly quite natural vision, and one I wholeheartedly embrace. Yet it’s also counter to the branded data siloes many a purveyor of QS gadgetry would, it seems, have one locked into. Adriana employs a turn of phrase, which may well be riffing off Doc Searls :

We can’t treat individuals as data cows to be milked for the data bucket.

The quantified organization

Lee Bryant, founder of PostShift, describes their take on ‘quantified organization’ :

… a framework of organisational health measures, informed by theory and company goals, that can guide ongoing change in an agile, iterative way and assess the success or failure of change actions against a desired future operating state.

How is PR changing and who's going to do it?

Wed, 13 Aug 2014 00:00:00 +0000

I’ve had a number of questions thrown at me by students in their dissertation deliberations these past weeks. I’m not going to post them all here as there is overlap as you can imagine, but this one complements nicely the Q&A with Phillip Casey (and here ) at Newcastle University.

[caption id=“attachment_29777” align=“alignright” width=“150”] Silvana Paules[/caption]

Silvana Paules is a post-graduate student undertaking a Masters in Strategic Management of Public Relations at the Higher School of Social Communication , Instituto Politécnico de Lisboa . (I took the main photo here on a trip to the Instituto Politécnico in 2011.)

Here are the answers I offered to some of her questions, and I start with a relevant extract from Chapter 10 of The Business of Influence .

The Chief Influence Officer (CInflO)

The incumbent [of this role] is charged with making the art and science of influencing and being influenced a core organizational discipline – charged with executing the Influence Scorecard . They will be keen to network with peers in other organizations, to share best practice, to identify, refine and codify proven techniques, and to flag up unseen or unanticipated flaws in the processes described in this book [and others].

In my opinion, the role of Chief Influence Officer will be regarded as being on a par with the COO, as CEO-in-waiting.

Ideally, the Chief Influence Officer will have a varied background covering marketing, PR, customer service, HR, product development and operations – just the kind of trajectory frequently mapped out for ‘future leader’ types. They will probably have more experience in one or more of these over others of course, but will set out as a matter of urgency to orient themselves in the areas of the organization with which they have least experience, working hard to establish a thorough and lasting rapport with functional heads and all stakeholder groups. They will excel at interpersonal communication, inspire confidence and a can-do attitude, and know instinctively when to crack resistance one-on-one and when to draft in support from the CEO.

Given the not inconsiderable change management, collaboration and coordination challenges, boards will look in-house for candidates with extant strong organization-wide interpersonal relationships and a reputation for making change happen from both the hard and the soft side of things. Appropriate candidates will recognize that the task is not achievable alone, particularly without unanimous and unequivocal board support – which they will be intent on working hard to secure, if not already manifest by his or her appointment.

The candidates will be highly numerate, probably having taken a statistics or research methodologies component to their university degree.

They will be ‘digitally native’. They will be curious and indefatigable by nature, and able to identify and exploit opportunities as rapidly as they identify and learn from failure.

They will be comfortable living simultaneously in both the extreme, unrelenting real-time, and the future two to four quarters hence.

[…] They will particularly relish the harsh, unflattering light thrown on previously opaque and unconnected aspects of the organization, and the boardroom accountability this allows them to enjoy and demands they live up to.

Measuring communications and reconciling models, after Amsterdam

Wed, 18 Jun 2014 00:00:00 +0000

The AMEC International Summit on Measurement played out in Amsterdam last week, and I tuned in from afar. On 18th June 2013 I published my thoughts on last year’s events in Madrid , and I’ll do the same now exactly one year on. Gladly. Gladly because I love the direction the AMEC community is going.

I don’t intend to repeat any of the substance and lengthy and valuable commentary to my post last year – which I just enjoyed rereading, thank you. But I have taken the opportunity to append here the Slideshare that accompanied my assertions and that has accrued over three thousand views would you believe.

Perhaps one of my responses to the comments on last year’s post is worth noting quickly, a response to Don Bartholomew:

I don’t think of myself as a member of the measurement industry for the simple reason that I’m not! Rather, my company is a management consultancy helping organisations benefit from social media and related technologies. Our purview is very much about business performance, about organisational alignment for brilliant execution.

It’s not about media

I believe the focus on outcomes in recent years is getting people to look up from media. AMEC is the Association for the Measurement and Evaluation of Communication, not “of Media”, and I’d go further than that. Here are some of my core assertions of recent years:

Social media measurement, after Madrid

Tue, 18 Jun 2013 00:00:00 +0000

What, exactly, is the value of social? This was the question I sought to help answer in my slidestack ahead of the AMEC European Summit in Madrid earlier this month. And it was the overarching question that informed much of the three days of debate, discussion and deliberation.

This post is about two related developments – the latest from “The Conclave ” (aka the #SMMStandards Coalition), and “A New Framework for Social Media Metrics and Measurement”.

Measurement standards

“Perhaps the most important Social Media launch of the year ” is how Katie Delahaye Paine portrays it. This is so-Katie that I can actually hear her saying it right now (as she might hear me cry “the most exciting development in PR since the Cluetrain ”!)

Katie refers to a suite of social media measurement standards that represents the work of a collection of organisations (including AMEC, a full list is appended here ) informally referred to as The Conclave. Following 18 months of long conference-calls, meetings, slidestacks and email threads, we have posted standards for:

Q&A with Influencer Marketing Review

Wed, 06 Jun 2012 00:00:00 +0000

[Originally published by Influencer Marketing Review .]

This is the third installment of our ‘Q&A with the Review’ series in which we talk with prominent members of the influencer marketing community about their work and thoughts on the industry. Amanda Maksymiw and Duncan Brown helped us get the series started, and now we’re grateful that Philip Sheldrake, author of The Business of Influence_, is joining us for our third Q&A._

IMR: Thanks so much for joining us, Philip. And congratulations on the book. We know that’s no easy feat.

****Philip: Thanks for the invitation to chat here. And thanks for having my book cover on IMR’s homepage :-)

IMR: Oh yeah. It’s probably about time we change the image, huh.

You’ve stated in the book and elsewhere that “the business of influence is broken.” What do you mean by that exactly? Some might think there wasn’t much of a “business of influence” in the first place.

Philip: A definition of influence: you have been influenced when you do something you wouldn’t otherwise have done, or think something you wouldn’t otherwise have thought. There’s influence in everything an organization does, and sometimes in what it doesn’t do, and yet despite this we often apportion responsibility for influence to marketing and PR departments. The 2012 organization looks incredibly similar to the 1992 organization, which is crazy when you consider the impact of social media and related information technologies.

The Business of Influence for REALLY BIG Digital Impact

Mon, 02 Apr 2012 00:00:00 +0000

Here’s my slidestack for PRSA Digital Impact Conference (#PRSADiConf) today.

I hope it goes without saying that I’m happy to answer any questions this stack or my presentation today may raise, or just have a chat in general. Always my pleasure. My contact details are always easy to find on philipsheldrake.com.

Thanks of course to the PRSA team for the opportunity.

PRSA Digital Impact Conference April 2012

The PR agency is dead. Long live the PR consultancy.

Fri, 03 Feb 2012 00:00:00 +0000

[Originally written for the CIPR Friday Roundup .]

I delivered the inaugural CIPR Strategic Management Series presentation this week on the Influence Scorecard . We explored the future developments of social media, related information technologies and business strategy development and execution, all three of which are massively transformed in the past decade and a half, and continue to change rapidly.

And we discussed what’s encompassed exactly by the increasingly heard phrase, “socializing the enterprise”.

The following question, asked during the Q&A part of the evening, is perfectly formed to offer up a slice through the future as I see it: “What does all this mean for PR agencies?”. Let’s set the scene…

ESOMAR 3D Presentation – The Business of Influence

Thu, 27 Oct 2011 00:00:00 +0000

I’m in Miami today at the ESOMAR 3D Digital Dimensions conference. For those of you unfamiliar with ESOMAR, it’s “the essential organisation for encouraging, advancing and elevating market research worldwide. With more than 4,800 members from over 120 countries, ESOMAR’s aim is to promote the value of market and opinion research in illuminating real issues and bringing about effective decision-making.”

The Business of Influence – ESOMAR 3D Digital Dimensions Conference 2011

The Role of PR in a Digital Age

Thu, 06 Oct 2011 00:00:00 +0000

European PR Congress 2011 – The Role of PR in the Digital Age

View more presentations from Philip Sheldrake .

I’m in Kiev this evening preparing my presentation for tomorrow’s European PR Congress 2011. I’m the first session of the day so I have the challenge of exciting the delegates, with getting some energy in the room. I was fascinated by the enthusiasm from the audience when I presented last month in San Francisco, so it’ll be interesting to compare the two.

Now, I was briefed by event organiser Marina Starodubska (General Director, Partner, Mikhailov&Partners.Ukraine ) that social media in Ukraine has not yet gained the momentum it has in Europe and the USA for example. She estimates that household broadband Internet penetration is just 26% [updated following the first comment below]. Interestingly, however, according to Total Telecom in July last year : “Ukraine as a whole had 55.60 million mobile subscriptions… putting penetration at 121.2%.”

Whilst I haven’t been able to find a breakdown of feature phones and smart phones, the waiting staff in the restaurant this evening indicated that such devices are booming. In the car to the hotel I also noticed that Nokia is investing in quite a big outdoor advertising campaign here for its feature and smart phones.

My stack for tomorrow is included here. The majority of the slides are taken from the longer stack from last month’s Dreamforce , so if you took a look at that, you might not want to take the time here. But it’s more the narrative I intend to tailor for this event. The emphasis tomorrow is simple – Public Relations, as defined by the Excellence Study, has a very bright future.

Communication Director Magazine book review – The Business of Influence

Tue, 04 Oct 2011 00:00:00 +0000

My book, The Business of Influence , has just been reviewed in Communication Director .

The magazine is billed as the professional specialist magazine for Corporate Communications and Public Relations in Europe. It documents opinions on important strategic questions in communication, discovers transnational developments and discusses their relevance from a European perspective. The publication is associated with the European Association of Communication Directors .

The review

Page 90, Communication Director Magazine, September 2011

“If you’re in business, you’re in the business of influence”. So begins a typically thought-provoking chapter from The Business of Influence that explores the concept of the Influence Scorecard and the non-tangible results of new communication tools.

Influence: Socializing the Enterprise – my presentation at Dreamforce 2011

Thu, 01 Sep 2011 00:00:00 +0000

Salesforce.com’s CEO Marc Benioff is excited that there are 45,000 delegates registed for this week’s Dreamforce conference in San Francisco. It sure is one helluva a show (and I particularly appreciated the Metallica and Will.i.am gig last night!)

The theme for this year’s conference is the socialization of the enterprise and the reason for my invitation to present to the Executive Summit yesterday and delegates at large today. [Disclosure: Salesforce.com is paying me to be here.]

Dreamforce 2011 presentation – Sheldrake

View more presentations from Philip Sheldrake

There can be no doubt that Salesforce.com is on a mission to help its customers make the social transition with as much emphasis placed on increasing the social exchange with employees and partners as customers and prospects, and this mission entailed the acquisition of Radian6 earlier this year.

When I spoke at the Radian6 Social2011 conference in April, I felt the excitement at the opportunity to meld the Radian6 and Salesforce.com worlds, but I hadn’t appreciated how fast this integration would take place. Simply gobsmacking.

Santander UK Chief Executive Ana Botín gets a free copy of The Business of Influence

Sat, 09 Jul 2011 00:00:00 +0000

[caption id="" align=“alignright” width=“300” caption=“Image via Wikipedia”] [/caption]

In an endeavour to improve customer satisfaction, Santander UK Chief Executive Ana Botín has taken the decision this week to bring call centres back from India to the UK.

Actually, “to improve customer service” is possibly looking at the situation glass half full when perhaps it’s actually half empty. More accurately, the move appears primarily motivated by a desire to reduce customer dissatisfaction.

Call centres were offshored in 2003 (when the banking operation was known as Abbey – acquired by Santander Group in 2004).

Interestingly, the FT reports that Santander UK’s move follows a diktat by the UK’s Financial Services Authority that banks publish complaint numbers for the first time in 2010, making Santander more visibly the most complained-about bank for the first half of the year, and second only to Barclays during the second half.

An invitation from Global Dawn

Tue, 28 Jun 2011 00:00:00 +0000

The very nice people at Global Dawn invited me in a couple of weeks back to meet the team and speak about some of the stuff covered in The Business of Influence . They were particularly drawn to the aspects of measurement / ROI / business performance management, and the convergence of the traditional influence-related silos come to that.

I was videoed as the inaugural session of The Global Dawn Influencer Series.

The ROI of Public Relations – Friday Roundup

Fri, 17 Jun 2011 00:00:00 +0000

The AMEC European Summit of 2010 is famous for killing anyone’s lingering hopes that advertising value equivalence (AVE) represents any kind of measure of the value of PR. As I like to say, AVE is a specious sum based on false assumptions using an unfounded multiplier, only addressing a fraction of the PR domain. Apart from that, it works just fine!

This summer, the European Summit delegates set AMEC’s top priority as determining an approach to measuring the return on investment (ROI) of public relations. Sounds a most admirable ambition, but should this be interpretted in the way I think it might, I fear we may be at risk of having dethroned one false idol only to pursue another.

Why? Because investment in public relations is investment in strategically important intangible assets, and such investments cannot be designed, executed or analysed in isolation. As Drs Kaplan and Norton put it in their 2004 book Strategy Maps:

“Economic justification of these strategic investments can be performed, but not in traditional ways. The common approach is on a stand-alone basis: ‘Show the ROI of the new IT application’, or ‘Demonstrate the payback from the HR training program.’ … But each investment or initiative is only one ingredient in the bigger recipe. Each is necessary, but not sufficient. Economic justification is determined by evaluating the return from the entire portfolio of investments in intangible assets…”

What does this mean? Well consider the hypothetical instance of two organisations designing, executing and analysing exactly the same public relations strategy delivering precisely the same results for the same investment.

My book, The Business of Influence, is out today

Fri, 15 Apr 2011 00:00:00 +0000

Today’s the day!

It’s ready for delivery in the UK today, and pre-order in other parts of the world. For those of you tweeting about availability in the US, currently listed as mid-June by some bookstores, Wiley tells me it should actually be with you mid-May. Thank you for your interest and patience.

What’s it about?

The Business of Influence is a rethink.

It’s about improving the capabilities of organisations to design and attend to the way in which all aspects of its operations influence stakeholders, about making sure stakeholders influence it, systematically, and about how well competitors are attempting the same. It focuses on influence as the common denominator of marketing and public relations and related activities such as customer service, sales, product development and HR, and therefore the basis for redesigning these and interconnecting them.

The book introduces the Influence Scorecard, named in homage to the dominant framework for business performance management, the Balanced Scorecard. The Influence Scorecard then is a subset or view of the Balanced Scorecard containing all the influence-related key performance indicators (KPIs) stripped of functional silo, and it may extend beyond the Balanced Scorecard should a greater operational granularity of metrics be demanded by the influence strategy.

The Influence Scorecard is a new framework for the 21st-century designed to help organisations focus on what matters rather than continue to carry the baggage and inefficiencies that come part and parcel of the typical 20th-century marketing and PR structure and approach. It’s a reframing in the context of 21st-century media and disintermediation, 21st-century technology, and 21st-century articulation of and appreciation for business strategy.

What's the ROI of social media?

Thu, 17 Mar 2011 00:00:00 +0000

I was delighted to have the opportunity to present my take on the ROI of social media to approximately 80 people yesterday evening at the Digital Publishing Forum . It seems this was a hot topic of interest; as well it should be.

I sought to put the topic into perspective with the following challenge. What’s the ROI?…

Of the latest rebrand?
Of the office refurb?
Of the internal communications activity?
Of the training and development programme?
Of the upgrade to Windows 7?
Of the new standard issue smartphones?
Of the stakeholder engagement via social media?

If you’d like to see where we went from there, here’s the presentation:

Influence in the age of the social web – keynote to EUPRERA

Fri, 04 Mar 2011 00:00:00 +0000

It’s a beautiful sunny Spring day here at the EUPRERA Spring Symposium in Lisbon. It’s my first time at this gathering of the European Public Relations Education and Research Association – the forum for innovative PR research and education – and I’m delighted to have been invited to deliver the keynote.

Thanks to Philip Young and David Phillips for the invitation. Here’s the slidestack. I was a bit surprised to get a slide count of 77, but 16 of the slides present the infographic ‘Content – An illustrated history ’, which is easy to breeze through :-)

Real-time PR demands rigorous strategic alignment

Mon, 28 Feb 2011 00:00:00 +0000

Real-time PR is a hot topic.

This is nothing to do with fashion, but the unavoidable pressures of modern PR. David Meerman Scott’s November 2010 book, “Real-time Marketing and PR ” is already a Wall Street Journal bestseller, and with Twitter responses frequently meaningless after an hour’s delay, if not minutes, and many conversations requiring a response within the hour or two, awaiting the Monday meeting to debate possible responses is now simply unrealistic.

Friday Roundup - Monitoring Social Media 09

Fri, 20 Nov 2009 00:00:00 +0000

The Monitoring Social Media 09 event this week was a ‘standing-room-only’ event. And I particularly enjoyed the presentations from Marshall Sponder , Giles Palmer , Brad Little and Katy Howell .

Here is a couple of points I made in my participation of the panel debating the future of social media monitoring.

Firstly, this sector will broaden its focus. I define social media as being a subset of the social Web, so the social Web = social media (blogs, facebook, twitter) + apps (tweetdeck, skype) + services (geo-location, social search) + the network (including the Internet of Things ). Then things get really interesting!

Secondly, there are more than 70 vendors in this space, and commoditisation has effectively made data, indexing, simple analysis and pretty charts FREE. The conclusive step in this process will be Google’s entry into social media monitoring, which I think might happen the first quarter of next year.