Public Relations Strategies: Best Practices, Practical Tips, and Expert Advice

French writer Gustave Flaubert said, “There is no truth. There is only perception.” Cynical, perhaps, but modern organizations live with that reality every day. If people perceive that a company is dishonest or more concerned with its bottom line than with public safety, the future of that business may be in jeopardy.

On the other hand, when people perceive that a company operates with integrity and values long-term relationships more than short-term profits, the business may enjoy extraordinary customer loyalty and community support. Public relations (PR) strategies can help organizations shape public perception, gain or maintain approval, and achieve their goals.

In this article, we will discuss how strategic public relations can help organizations grow and thrive, and explain what it takes to develop and execute a successful public relations plan. We will also hear from top PR experts about best practices and share examples of templates you can customize to create and manage your own PR strategies.

What Is Public Relations?

There is no universally accepted definition of public relations — even among PR professionals. The first World Assembly of Public Relations Associations in 1978 defined PR as, “the art and social science of analyzing trends, predicting their consequences, counseling organizational leaders and implementing planned programs of action, which will serve both the organization and the public interest.”

In 2012, the Public Relations Society of America (PRSA), a nonprofit trade association for PR professionals with more than 30,000 members, adopted the following definition to replace one it had been using for 30 years: “Public relations is a strategic communication process that builds mutually beneficial relationships between organizations and their publics.”

One reason for a lack of consensus is because the practice of public relations is dynamic and constantly evolving, influenced by technical innovations, shifting societal trends, and rapidly changing business needs. Furthermore, as part of that evolution, the clear lines that once separated public relations from other disciplines such as marketing, advertising, and public affairs are beginning to blur.

According to the 2017 Global Communications Report from the Annenberg School for Communication and Journalism at the University of Southern California, almost half of PR professionals and more than 60 percent of marketing executives believe that marketing and PR will become more closely aligned in the next five years. Further, 87 percent of PR professionals believe that in five years the term “public relations” will no longer accurately describe the work they do. Given that, about half believe the practice of public relations should be more broadly de­fined, while the rest think the name should be changed to reflect the transformation currently underway in PR.

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Whitney Keyes

“Over the years, the concept of public relations has changed, and now the name is changing as well,” says Whitney Keyes, a seasoned PR and marketing professional, who runs a Seattle-based global consulting firm that develops communication and marketing strategies to help organizations achieve success. “When I was teaching at Seattle University a few years ago, the school rebranded its Public Relations program. It’s now called Strategic Communications. It’s basically the same thing: How do you strategically engage, communicate and build relationships with target audiences, across many different platforms and channels, to shape public perception of a person or an organization?”

Ultimately, of course, how you define public relations is less important than how it’s used to help an organization succeed.

The History of Public Relations

Public relations is as old as human civilization. One of the earliest physical artifacts of public relations is a 4,000-year-old clay tablet, discovered in Iraq, which was meant to persuade Sumerian farmers to adopt agricultural practices that would help them grow better crops.

Although that ancient clay tablet is the oldest evidence of public relations we’ve actually found, it’s almost certain that PR has its roots somewhere in the misty millennia that predate recorded history. Once people stopped trying to settle every question with force and started trying to achieve their goals through negotiation, consensus building, and shaping public perception, PR was born.

Despite its ancient roots, modern public relations did not emerge as a profession until the start of the 20th century. Edward Bernays and Ivy Lee are among the most famous PR pioneers, and both are sometimes called “the father of modern public relations.”

Bernays, a nephew of psychoanalyst Sigmund Freud, is credited with coining the term “public relations.” In 1923, he wrote Crystallizing Public Opinion, the first book outlining the practice of public relations, and taught the first-ever college course on PR at New York University. Bernays pioneered the use of psychology, sociology, and other social sciences in designing persuasive public relations campaigns to help his corporate, political, and nonprofit clients achieve their goals.

Lee, a former journalist, developed many of the principles and techniques that PR professionals continue to follow today. He believed in open communication with the media, understood that positive publicity was the result of good corporate performance, and felt that PR professionals have a responsibility to the public as well as their clients. Lee believed that the only way for an organization to win public understanding and support was to tell its story honestly and accurately.

One of Lee’s most famous clients was the Pennsylvania Railroad, which had hired him to improve the company’s public image. One incident, in particular, highlights the validity of Lee’s approach to public relations. When a three-car passenger train owned by the Pennsylvania Railroad derailed while crossing a new bridge across Thoroughfare Creek near Atlantic City in 1906, 53 people drowned. Rather than attempt to cover up or minimize the incident, Lee convinced railroad officials to invite reporters to the accident site, answer their questions, and openly disclose information before rumors started circulating and ended up in print. He also issued what many consider the first press release, detailing all the known facts of the accident. The New York Times was so impressed by Lee’s integrity and the candor of the statement that they chose to print it word-for-word.

Public Relations in the Midst of War  

Public relations really started to come of age as a powerful tool between the two world wars and increasingly after World War II.

One of the earliest examples of modern public relations on a grand scale was during World War I, when President Woodrow Wilson created the Committee on Public Information (CPI) and appointed former journalist George Creel to run it. Many Americans had been dead set against U.S. involvement in the war, considering it a European problem that was none of their business. Once U.S. troops were committed, however, Wilson needed a way to persuade Americans to support the war effort and help “make the world safe for democracy.”

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US Army Recruting

Under Creel’s direction, the CPI used every available means of communication — from newsreels to advertisements in U.S. publications — to help sell war bonds, recruit new soldiers, and promote patriotism. The CPI even trained 75,000 “Four-Minute Men” and sent them to public venues such as movie theaters, concert halls, and county fairs to deliver short speeches designed to generate support for the war effort. The agency also produced patriotic posters that featured some of the most enduring images of the period, including James Montgomery Flagg’s famous portrait of a vigorous Uncle Sam pointing his finger and saying, “I WANT YOU FOR U.S. ARMY”

The CPI was so successful that Wilson continued using a variety of PR tactics to promote his policies after the war ended. President Franklin D. Roosevelt followed a similar strategy during the 1930s when he needed to sell Depression-era Americans on the benefits of his New Deal.

Roosevelt launched a PR campaign that blamed corporations for the country's economic problems. Many companies responded by hiring PR agencies or creating in-house departments to defend themselves and try to regain public support.

Later, as World War II approached and storm clouds began to gather over Europe and the Pacific, the Roosevelt administration created the Office of War Information, which organized one of the largest public relations campaigns in history to muster support for America’s entry into the war.

How PR Became an Essential Business Strategy

During these years, public relations was also gaining a solid foothold in corporate America. Successful PR campaigns like those waged by Arthur W. Page, a pioneer in corporate public relations, captured the attention of business leaders everywhere.

Hired as vice president of public relations at AT&T in 1927, a position he would hold for the next 20 years, Page faced a daunting challenge. AT&T was experiencing public backlash, largely due to its efforts to monopolize telephone communications, and research showed that 90 percent of the company’s media coverage throughout the early 1990s was negative.

After AT&T changed some of its business practices, Page launched a carefully orchestrated PR campaign to highlight those changes, reposition the company as a public utility, and nurture appreciation for its contributions to society. Negative press coverage quickly dropped to 60 percent and continued to improve.

By the mid-1940s, a rapidly growing number of companies were relying heavily on their PR representatives for counsel and guidance — just as they relied on their attorneys, accountants and other professionals with specialized knowledge and skills.

Why Do Organizations Need Public Relations Strategies?

Organizations across many different industries and around the world use strategic public relations to accomplish a variety of overarching goals, including:

  • Establishing and maintaining a positive reputation
  • Developing customer loyalty
  • Strengthening brands and increasing brand awareness
  • Supporting and reinforcing marketing campaigns
  • Building shareholder and investor confidence
  • Creating trust to help them weather difficult times and unexpected crises

Strategic public relations takes many forms. Some of the most common are:

  • Business and Consumer Communications: Many organizations develop public relations strategies for business-to-business (B2B) and business-to-consumer (B2C) communication. The goal may be to strengthen a company’s position in the market, support and lay the groundwork for a new product launch, or other objectives.
  • Internal Communications: It’s important to keep employees informed about company policies, initiatives, and marketing strategies. Through transparency and open communication, organizations inspire trust and respect among their employees. If the business ever faces a crisis or becomes the target of unfair criticism, such employees are more likely to be company advocates.
  • Corporate Citizenship and Community Outreach: Organizations are increasingly sensitive to their role in the local communities where they do business, and many now have public relations strategies designed to showcase their social responsibility, philanthropy, ethical business practices, and environmental initiatives.
  • Crisis Management: When issues arise, the organization involved must be able to quickly assess the situation, provide accurate information, and take the necessary actions to protect both the business and the public interest. Having a crisis plan in place that can be easily modified to address a specific issue is often the difference between weathering the storm and sinking.

What Is a Public Relations Plan?

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Mary Meagher

A strategic public relations plan is “a roadmap to take you from where you are to where you want to be,” says Mary Meagher, President of The Meagher Group, a Washington, D.C.-based public affairs firm that offers clients a unique blend of political, business, and communications experience. According to Meagher, organizations need public relations strategies for the same reason they need marketing, sales, and product-development strategies — because the desired outcome is too important to leave to chance.

There are many types of public relations plans. Some are short-term and may focus on a single goal, such as getting positive media coverage of the keynote address your CEO delivers at a major industry event. Other PR plans are more comprehensive and designed to help an organization achieve its core business goals. Those short-term plans often become key components of an organization’s broader PR strategy.

According to Keyes, who managed global PR and marketing campaigns at Microsoft before starting her business, organizations need to think of public relations as a long-term strategy. “I think it’s important to have a master plan that you’re working on all the time, and it needs to be agile so you can quickly adapt to new information and opportunities as things change,” she explains.

But Keyes also says she doesn’t believe in PR plans that are so complex, unwieldy, and ultimately daunting that they end up ignored because no one is willing to try implementing them. “I often recommend breaking things down into smaller, more manageable parts, depending on the size of the organization and the budget and resources that are available to manage PR.”

Public relations timelines, even for those master PR plans, can vary. Keyes says larger organizations often have PR plans that cover an entire year. Conversely, a small business may have a plan that is designed to help them move forward during the current quarter. During each of those three months, they try different PR initiatives, sometimes weekly, and then assess their results and develop a new plan for the next quarter.

“I know some businesses that break their public relations plan into daily activities, especially those that are focused on doing PR through social media,” Keyes says. “So they have a mini-editorial calendar where they share information, explore different themes and ideas, and use social media tools to help drive positive public relations Monday through Friday.”

 

Developing Your Strategic Public Relations Plan

Before you start crafting your strategic PR plan, you need to do your due diligence to reveal past pitfalls and how to overcome them and help anticipate potential roadblocks in the future.

Research lets you see existing opportunities you can leverage and where you may need to create new options. It also enables you to determine who you are trying to influence, what is important to them, and the most effective tactics for reaching them. Get started with research and formulate a plan by performing these tasks:

  • Assess Your Current Situation: Determine what needs to change or improve, and identify positive elements you can build on.
  • Survey the Landscape: Identify any industry, economic, or societal trends to take into account. For example, if the news is full of consumer concerns about a recent breach of electronic health records, it could affect the kind of PR plan a healthcare organization develops.
  • Discover Data: Stats and other information gleaned from research can help you develop and differentiate your message.
  • Identify Timelines: This also includes milestones, event schedules, or deadlines you need to consider to develop your plan.
  • Be Realistic: Stick to a budget, staff appropriately, and determine achievable goals.

To get started setting a realistic budget, this PR template can help. After all, you won’t be able to achieve your goals if you don’t have the means to finance the tactics necessary.

Public Relations Budget Template

Download Public Relations Budget Template

 

“Research is the key to really understanding what you’re trying to accomplish,” says Meagher, who served as Communications Director for a U.S. Senator and Deputy Assistant Secretary for Public Affairs at the U.S. Department of Labor before founding her company. “The biggest mistake people make in public relations is not taking time to do the research and analysis that is necessary to put together a smart, strategic plan that can be sustained over time.”

Next, we’ll take a deeper look at the six core elements that every strategic PR plan must include:

1. Define Goals and Objectives

Once you’ve done your research and you’re ready to start creating your public relations plan, the first step is to figure out what you want to accomplish. As baseball Hall-of-Famer Yogi Berra observed: “If you don't know where you are going, you might wind up someplace else.”

Strategic public relations always begins with clear goals and objectives. Knowing the results you want will guide the other steps of the PR planning process by helping you determine which audiences you need to reach, and which messages and tactics are most likely to help you achieve your goals.

2. Identify Target Audiences

Public relations is about building positive relationships with key audiences that are somehow connected to your business. That may include not only the general public, but also some combination of the following:

  • Current and potential customers
  • Investors and analysts
  • Vendors and suppliers
  • Government regulators and policymakers
  • Employees and their families
  • Trade, consumer, and news media

Think about the audiences you should be targeting for the goals you have in mind. Who do you need to engage and influence to accomplish those goals?

3. Establish the Strategy

Choosing the right PR strategies will depend on a clear understanding of your objectives and target audiences. People often confuse public relations strategies and PR tactics, but there’s a big difference. Strategies are general approaches to achieving objectives. Tactics are the day-to-day activities an organization implements to carry out each strategy.

If a company plans to complete a successful IPO by the end of the year, one of its objectives may be to raise the CEO’s profile among potential investors. Strategies to help the company achieve that objective might include booking the CEO as a featured speaker at industry events attended by target audiences and placing bylined articles in trade publications and widely read blogs to establish the CEO as an industry thought leader.

The tactics that support each of those strategies will be the individual tasks required to secure the speaking engagements, produce and publish the articles, and promote both.

4. Create Key Messages

Design your key messages not only to educate and inform, but also to change people’s perceptions or compel them to take action. These messages should be direct and to the point. Develop key messages for each of your objectives and target audiences. Data can help you shape, support, and differentiate your key messages; however, it may be just as important to find the stories at the heart of your public relations strategy.

“The art of storytelling is very important when it comes to public relations,” Keyes says. “Today, we’re all inundated with information, so we have to find a way to break through all that noise and tell a story that connects and resonates with the people we’re trying to reach.”

5. Develop Tactics

Use your knowledge of your goals, target audiences, and key messages to identify the best tactics for your PR plan. Your PR plan may include various tactics across multiple platforms and channels from traditional media relations (pitching stories to the press), social media, PR events, digital storytelling, and more.

It’s also a good idea to develop multiple tactics for each objective and target audience, because no matter how carefully you research and plan you can’t be certain a particular tactic will work. In addition, make sure your tactics accurately reflect the image you want people to have of your organization.

“It’s very important for PR activities to be in line with an organization’s brand,” Keyes says. “For example, Nordstrom is a high-end retailer, so it probably doesn’t make sense for Nordstrom to be doing joint PR activities with Monster Jam, the world’s largest monster truck tour. While there may be some crossover between Nordstrom customers and monster truck fans, the two organizations have very different brands, different goals, and different visions for their business.”

Technology offers many new ways for organizations to target audiences and deliver messages. It also creates opportunities to turn audiences into advocates.

“Part of a good PR plan is figuring out how to influence other influencers and enlist their support,” Meagher says. “In the skeptical world of today, it’s important to combine direct communication and third-party endorsers who can amplify your message, give it greater validity and, in certain channels, carry more weight than you can when you’re trying to deliver that message directly.

6. Measure Results

How will you know if your PR plan succeeds? Before implementing your plan, establish success metrics or key performance indicators (KPIs) to measure progress and achievements. A template can help you identify and track metrics that can provide insight into how well your PR strategy is working.

Download Digital Marketing Dashboard Template

 

The Barcelona Declaration of Measurement Principles, initially adopted by the Institute for Public Relations in 2010 and updated five years later, are the first overarching framework for effective public relations and communication measurement. The guidelines they offer are useful, but it’s really up to each organization to determine how to measure success.

“It’s very important for PR campaigns to be measured, just as you would measure any other business strategy or initiative,” Keyes explains. “Today, there are many different ways to measure results, so it’s important to get clear on those first. That’s why having a strategic PR plan is important.”

Keyes says that along with gauging the return on their investment of time, energy, and money, how many people attended their events, or how much attention their messages received, it’s also important for organizations to think about the impact of their PR strategies. “Measuring impact is a little more challenging, but there are tools and techniques you can use to measure the number of people who were impacted by your story, the tone and effect of your PR activities, and if your PR strategies have influenced public perception.”

Now, that you know what it takes to create a strategic PR plan, get started making your own with this template.

Strategic PR Plan Template

Download Strategic PR Plan Template:

Excel   |   Word   |   PDF

 

Additional Benefits of Public Relations Strategies

Public relations strategies can also be helpful for organizations developing a content strategy and an SEO plan. Strategic public relations help to build a more successful content strategy by ensuring content is closely aligned with brand and business objectives, and by amplifying each piece of content so that it reaches more members of your target audience.

Public relations can also help to advance and support a more successful SEO strategy for organizations by creating great content, placing it in key publications, and generating links to your company website and blogs.

Best PR Strategies for 2018 and Beyond

Two years ago John Hall, CEO of content marketing agency Influence & Co, declared the traditional press release dead and said that the future of PR was in strategies like thought leadership, content amplification, online reputation management, and an increased use of paid content promotion and social ads.

Those are all growing trends, but Keyes doesn’t entirely agree with Hall’s assessment. “The field is definitely changing and there are so many new tools and techniques,” Keyes says. “But what I’m seeing as most effective for many organizations is going back to basics and doing a good job at those core ways of communicating and conducting public relations.”

Because of the dynamic nature of the industry, public relations has evolved to embrace communication tools and trends such as digital storytelling, social listening, and big data. Public relations is now poised to incorporate new technologies such as virtual reality and artificial intelligence. Forward-thinking organizations and PR professionals will continue to stay abreast of new developments and take advantage of new opportunities.

Better Execute Public Relations Strategies with Smartsheet for Marketing

PR strategies have many moving parts and professionals not only need a way to manage and meet deadlines, but also measure the effectiveness of their campaigns. Smartsheet is a work management and automation platform that enables enterprises and teams to get from idea to impact - fast. Extraordinary marketers rely on Smartsheet for campaign management, initiative tracking, content calendars, event management, and more.

Use Smartsheet to boost accountability by maintaining consistency across channels and campaigns, save time with centralized resources, and increase campaign speed to market. Seamlessly connect marketing efforts to ROI, accelerate delivery of marketing initiatives, and improve alignment with internal and external stakeholders.

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