Stage 1 of 9 · Objective · Phase I: Planning

Set an objective you could read aloud to the audience

What change, in whom, by when, and how will you know?

This chapter turns a cause into one behavioural objective that is specific, observable, and measurable, with a baseline recorded before anything is published. It also has you write down, in the plan itself, what the campaign will not do to reach that objective and who has the authority to stop it.

All stages

Start from the behaviour, not the message

A campaign that begins with a slogan has skipped the only decision that matters. Begin with a sentence in this form: this group of people will do this observable thing, by this date, and we will count it this way. The planning phase of military information support doctrine (FM 3-53; JP 3-13.2) insists on the same discipline. It separates a broad objective, the end state the wider mission wants, from supporting objectives that each name one specific behaviour by one audience. You are borrowing that method because it is rigorous, and leaving behind anything that is not truthful, attributed, and non-coercive.

Attitudes and awareness are not objectives. They may be steps on the way, and you may measure them, but the objective is what people do: book a visit, attend a hearing, sign a named petition, change a setting, turn up to vote. If you cannot picture someone doing it, and cannot picture a record of it existing afterwards, rewrite the sentence.

Make it specific enough to fail

A usable objective has five parts: who (a group you can describe without guessing), what (one behaviour), how much (a number or a rate), by when (a date), and the source of the count (a registry, an attendance sheet, a public record). Test it by asking what result would force you to say the campaign did not work. If no result would, the objective is decoration.

Keep the number honest. Planners routinely overestimate what communication alone can do; reviews of health mass media campaigns find effects that are real but usually modest. An objective that needs a miracle will tempt you, in week six, to reach for tactics you ruled out in week one. Set a target you could reach with honest means, and say in writing which part of the change depends on things other than communication, such as opening hours, cost, or transport.

Fix the baseline first

Record the starting point before any activity begins, from the same source you will use at the end. If the behaviour is seasonal, note the same period in a previous year. Note anything else that is about to change, such as a new rule, a competing campaign, or a service opening. Without a baseline and a list of other causes, the evaluation in stage eight becomes a story you tell about yourself.

Write down what you will not do

An objective is incomplete until it states its limits. Every item you put out will be truthful, will carry the name of the organisation that made and paid for it, and will leave the audience free to say no. The traditional classification of propaganda by source calls this white influence, as opposed to grey (source obscured) and black (source falsified). Grey and black variants exist at every later stage of this cycle. They are off limits here because they take away the one thing an audience needs in order to judge a message, which is knowing who is speaking. The defensive chapters show how those variants are recognised and exposed.

List the limits in the plan: no invented or concealed speakers, no paid voices without a visible disclosure, no coordinated activity dressed up as independent, no pressure on named individuals, and no messages aimed at people because they are grieving, isolated, in debt, cognitively impaired, under acute stress, or under age. If the work touches an election, add two more: nothing that misleads anyone about how, when, or whether they can vote, and compliance with campaign-finance and disclaimer law, checked by counsel before launch. Then name the person who has the authority to stop the campaign if a limit is crossed. A limit nobody can enforce is only a preference.

Techniques at this stage, and where the line is

Choosing one issue and one behaviour to put in front of the public is agenda-setting. Do it under your own name and for an issue the evidence says matters to this audience.

The line: It becomes manipulation when you inflate the issue beyond what the evidence supports, or work to crowd out a concern the audience has good reason to hold.

Pick a first step small enough to be realistic (booking one visit, not completing a whole series) and say plainly what usually follows it.

The line: The line is crossed when the small step is a hook for a larger commitment you chose not to mention at the start.

Nudge TheoryDUAL-USE

An objective can be reached by making the behaviour easier (later opening hours, reminders, simpler forms) rather than by arguing harder. Plan those changes openly.

The line: A nudge the audience would object to if they saw it described, or one that is costly to decline, fails the publicity test.

Guard against it in your own plan: set the target and timeline from what comparable campaigns achieved, not from what the team hopes for.

The line: Knowingly presenting an unreachable target to funders or partners to win approval deceives your own side and sets up pressure to cheat later.

A real deadline or event (a school start date, a confirmed outbreak) can legitimately set your timing, provided you describe it accurately.

The line: Using public alarm to push an objective people would reject in calmer conditions, or overstating the emergency, is exploitation.

Mandate InflationMANIPULATIVE

State exactly on whose behalf you act: the named partners who signed the plan. That is the whole of your mandate.

The line: Claiming to speak for the community, parents, or the public when you speak for an organisation is a false claim of support.

Publishing the objective and the limits before launch binds the campaign to them; consistency pressure then works on you, which is where it belongs.

The line: Extracting public pledges from audience members so that they can be held to them later turns the same pressure against the audience.

Worked example

Fictional

Fictional example, carried through all nine chapters. Riverside County has 2,140 children entering kindergarten to seventh grade who are behind on at least one school-required vaccine, according to the county immunisation registry on 1 June. School starts on 25 August. The county health department and three community groups form the Riverside Health Partnership, with a budget of 48,000 dollars, to raise catch-up visits over the summer. All names and figures are invented.

  1. 1The first draft objective reads: raise awareness of childhood vaccination. The lead rejects it: no behaviour, no number, and no result that could count as failure.
  2. 2The rewrite: parents and guardians of the 2,140 children will complete 1,100 catch-up visits at county or partner clinics between 16 June and 22 August, counted from registry entries.
  3. 3Baseline: the registry shows 610 catch-up visits in the same ten weeks last year. Other causes noted: the state will send school-entry reminder notices in July, and two clinics are adding evening hours.
  4. 4Limits written into the plan: every item names the Partnership and the county health department as funder; no messages keyed to immigration status, debt, or bereavement; no contact addressed to children; no shaming of parents; a family that declines is not contacted again about it.
  5. 5Stop authority: the county health officer can pause the campaign, and each community partner can veto any item that carries its name.

Outcome. A one-page objective statement, signed by all four partners and published on the county website before a single message is drafted.

Objective statement

Fill this in before any creative work. If a field is hard to complete, the objective is not ready. Saved in this browser only.

Election-related work needs legal review of finance and disclaimer rules before anything else.

Who will do what, how much, by when, counted from which record.

Name a number or outcome you would accept as failure.

The starting figure, the date it was taken, and the record it came from.

Rules, services, seasons, or other campaigns that will change during the period.

Tick each one only if the plan states it in words.

A named person, and the partners who hold a veto over items carrying their name.

Ethics gate: Phase I, planning

0/7

If any of these is not true: Stop here. Rewrite the objective until every statement is true; if the objective can only be reached by crossing a limit, or could not be read aloud to the audience, drop the objective rather than the limit.

Common mistakes

  • ×Treating awareness or reach as the objective. They are easy to hit and prove nothing about behaviour.
  • ×Setting the target to please a funder, then discovering in mid-campaign that honest means cannot reach it.
  • ×Skipping the baseline, or borrowing a national figure that does not describe your audience.
  • ×Leaving the limits implicit. A team that says it would never do something has not yet written a rule that anyone can enforce.
  • ×Choosing an objective that serves the organisation (list growth, press coverage) and describing it as serving the audience.
The same stage, defensive side
Reading intent: what does this campaign want from me?

What does this campaign want from me, and who benefits if I comply?

References

  1. Department of the Army (2013). FM 3-53: Military Information Support Operations
    The phased planning cycle and the practice of deriving specific, measurable behavioural objectives before any product is designed.
  2. Joint Chiefs of Staff (2011). Joint Publication 3-13.2: Military Information Support Operations (7 January 2010, incorporating Change 1 of 20 December 2011)
    Joint doctrine for the same planning process, including the distinction between attributed and non-attributed activity.
  3. Baker, S., & Martinson, D. L. (2001). The TARES test: Five principles for ethical persuasion. Journal of Mass Media Ethics
    The five principles (truthfulness, authenticity, respect, equity, social responsibility) used here to set limits at the objective stage.
  4. Noar, S. M. (2006). A 10-year retrospective of research in health mass media campaigns: Where do we go from here?. Journal of Health Communication
    Campaign effects are real but modest, and depend on formative research, clear objectives, and evaluation design.
  5. Rice, R. E., & Atkin, C. K. (Eds.) (2013). Public Communication Campaigns (4th ed.). Sage
    Standard guidance on setting behavioural objectives and baselines for public campaigns.
  6. Sunstein, C. R. (2016). The Ethics of Influence: Government in the Age of Behavioral Science. Cambridge University Press
    The publicity condition: an influence attempt should be one its designers could disclose to the people it affects.
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