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Heuristics – Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree by Hilton Cambridge Garden House Hotel Chris Rose - Campaign Strategy Limited www.campaignstrategy.co.uk www.campaignstrategy.org

Heuristics Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

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Facts, asks, arguments (campaigners opinions) Audience thinks about it analytically – weighs pros and cons Audience decides, changes opinion Audience acts, changes behaviour REFLECTIVE THINKING - conscious REFLEXIVE THINKING - unconscious What advocacy and conventional campaigns assume happens Facts, asks, arguments (campaigners opinions) Audience can’t think about it analytically – resorts to heuristics, values, framing Audience acts (may mean no change in their actions) Audience adopts opinion in line with behaviour What actually happens

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Page 1: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Heuristics – Rules of ThumbSession 4

Finding the Critical Path to Change:Planning and Implementing a Successful Campaign

February 7-11, 2011, Doubletree by Hilton Cambridge Garden House Hotel

Chris Rose - Campaign Strategy Limited www.campaignstrategy.co.ukwww.campaignstrategy.org

Page 2: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

What if it’s hard to decide ?

conflicting signals

Page 3: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Facts, asks, arguments (campaigners opinions)

Audience thinks about it analytically – weighs pros and cons

Audience decides, changes opinion

Audience acts, changes behaviour

REFLECTIVE THINKING - conscious

REFLEXIVE THINKING - unconscious

What advocacy and conventional campaigns assume happens

Facts, asks, arguments (campaigners opinions)

Audience can’t think about it analytically – resorts to heuristics, values, framing

Audience acts (may mean no change in their actions)

Audience adopts opinion in line with behaviour

What actually happens

Page 4: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Facts, asks, arguments (campaigners opinions)

Audience continues behaviour and resolves dilemma by concluding you must be wrong (about facts, arguments, opinions)

Audience tests it against behaviour and opinion

And … with a mature issue they already have made up their minds about

Audience finds conflict (not comfortable)

REFLEXIVE THINKING makes up most (98% ?) decision making

Not how science works

Not how the media and philosophy say politics works

Page 5: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

heuristics

• Liking• Similarity• Effort• Exchange

• Cooperation/groups• Authority• Representativeness

• Consistency• Commitment• Confirmation• Social proof• Scarcity (availability)• Availability (recall)• Adjustment from

anchor

Page 6: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Heuristics are one reason why CAMP CAT factors are important

•Context – where the message arrives•Audience – who we are communicating with•Messenger - who delivers the message•Programme – why we’re doing it

•Channel – how the message gets there •Action – what we want to happen •Trigger – what will make that happen

Page 7: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

changed Messenger and utilised

LikingAuthorityConsistencySimilarity

Page 8: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Consistency Opinion driven by behaviour

Page 9: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Commitment

Page 10: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Confirmation

I love Cornflakes because ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….. A CustomerName …………………………………………..Address…………………………………………………………………………………………--------------------------------------------------------Return to PO Box A13982786 secton ATo win your prize

Page 11: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Effort

PAY

PAC

KET

Page 12: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Social

Page 13: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Similarity

Page 14: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Liking

Page 15: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Groups and cooperation

Page 16: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Authority

Page 17: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Scarcity

Page 18: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Representativeness

Page 19: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Availability, Recall and Vividness

Page 20: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Adjustment From An Anchor

How much further or nearer is London to New York than 2,000 miles ?

2,000

Page 21: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Take your example

Think about audiencesApply triage

Already agree Might agree Probably won’t agree

Target audience

Quick campaign (re)design

Page 22: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Target audience (pick one audience)

What are they like ? What might work for them ?

Victim/problem Solution Way to act Benefit of success

Tip: try not to make it like what you do for those who already agreeCan also use CAMPCAT and RASPB

Do it in pictures – Use visual language - Use at least one heuristic

Page 23: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

How to make my national dish

1st step 2nd step 3rd step 4th step (etc)

End objective – end result

1st activity

2nd activity

3rd activity

4th activity

5th activity …(etc)

I want … my

national dish

Page 24: Heuristics  Rules of Thumb Session 4 Finding the Critical Path to Change: Planning and Implementing a Successful Campaign February 7-11, 2011, Doubletree

Campaign to un-ban my national dish

1st step 2nd step 3rd step 4th step (etc)

End objective – end result

1st activity

2nd activity

3rd activity

4th activity

5th activity …(etc)

I want to be able to

make my my national

dish