Seven steps to creating a strategic PR plan

by | Jul 26, 2021 | B2B PR Blog, Integrated PR, Measurable PR and Marketing, Messaging development, PR Campaign Planning

A strategic PR plan can help you move beyond rushed press releases and piecemeal media placements to get real results from your PR efforts.

To get started, simply follow these seven steps:

Step one: Set a benchmark for your strategic PR plan

The first step in the strategic PR planning process is to set a benchmark and review why you are where you are in terms of brand awareness and marketing performance. Start by benchmarking the strength of your brand in the marketplace with a brand audit, and ensuring you have a clear communications strategy in place.

From here, you can map out previous media coverage, take note of successful story pitches from the past, and consider the strength of existing relationships with journalists, bloggers, and other media figures.

Aside from editorial media, analyse the strength of your web content and social media to get a sense of what is working and what needs to be changed. Platforms like Google Analytics and Hootsuite can help you pinpoint content that is performing well and determine the qualities that helped it to appeal to your audience.

Step two: Define your PR goals and objectives

Setting your PR goals and objectives will be more effective with a clear idea of how previous campaigns have performed and you can decide whether you want to extend PR activity in a similar direction, or find a new approach.

Your overarching goals should be firmly aligned with a business and marketing plan — be this supporting the introduction of new products, expanding into a new area, establishing your expertise, raising brand awareness, or just boosting your bottom line.

These goals should then be distilled into specific and measurable objectives, such as increasing web traffic, getting coverage in top tier publications, or boosting your social media presence by gaining a certain number of engaged followers.

Consider tying your goals to the SMART framework – Specific, Measurable, Achievable, Realistic, and Timely.

To set measurable goals, you will need to consider how to track the results of your campaign. This might mean looking to specific metrics like the number of articles placed in top tier media publications, orders for a new product or service, mentions on social media, website traffic, or the amount of press clippings that mention your company.

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ACTIVATE B2B PR Campaign Planning

Your complete guide to creating compelling PR campaigns and content


Step three: Determining the target audience for ‘this’ PR campaign

Determining who the target audience is for your PR campaign is a critical decision.  With your goals and objectives in mind, consider the decision-makers that can turn the tables of fortune in your direction — the individuals, groups and communities that have the power to choose your product or service.

Examine the demographics, psychographics, and digital behaviour of your ideal buyer, and create buyer personas. The more you know about your target audience, the more you can tailor your strategy to be effective.

strategic pr plan target audience
Depending on the nature of your business, you might consider these aspects of your target audience:

1 Location

Are they city slickers or country bumpkins? Knowing where your audience resides will help you pitch stories to the right publications, and tailor online content to the right locality.

2 Media habits

Do they read specific paper publications, or prefer to digest content online? Understanding the type of media your target audience engages with will tell you which media figures are worth pitching stories to.

3 Characteristics

What interests do they share? Knowing what makes your target audience tick can help you identify what sort of messages are likely to resonate with them.

Step four: Create key compelling messaging

With a clear idea of your target audience, you can craft compelling messages to provoke thoughts, words, or deeds.

The brand voice, language, and approach of your messaging will form the backbone of your campaign and guide all the content you create — whether that’s a pitch, press release, or social media campaign.

This messaging needs to reflect what the PR campaign is trying to achieve, and it should be concise, easy to understand and memorable. The messaging should also mesh with other marketing and communications activity including advertising. 

strategic pr plan media channels

Step five: Match your message to the media channel

You need to match your message to the media channel to secure the greatest impact. Once you have your key messaging, you can determine the type of content and preferred distribution platforms.

Find the paper publications and the digital stomping grounds of your target audience, decide which ones you will use to disseminate your message, and begin to build a media list.

Your choice of channel should be based on your target audience. Bear in mind that demographics can change, with audiences across social media channels constantly in flux as the services evolve, and traditional magazines pivoting over time to attract different groups of people.

Thought leaders are respected for their depth of knowledge while Influencers are generally admired for their celebrity.

Step six: Distribute your editorial

You need to distribute your editorial to named journalists who have an interest in your subject matter.  Once you have a small number of focused channels, check the editorial calendars of your target publications — whether mainstream media or digital creators — and consider the pitching deadlines in advance to create a content schedule.

The ideal schedule will consist of content published at regular intervals throughout the year. Consistent media coverage is more beneficial than singular events, creating a steady stream of engagement that draws more leads into the top of the funnel and boosts growth.

Step seven: Measure the success of your strategic PR plan

Don’t forget to measure the success of your strategic PR plan! The final step of a PR plan is very similar to the first: reviewing your objectives and measuring the results of your efforts. Compiling analysis of media activity across different platforms into a single report will then form a clear foundation for the following phase of strategic PR.

To start forming your strategic public relations strategy, reach out to our specialists today. And if you found this article valuable, read our guide to PR Campaign Planning or download the complete guide here.  

Or, if you’d just like to stay in touch – sign up  to receive regular insights on how to make your PR work harder. 

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