Full catalogue of tools
Full catalogue of tools
This section provides you with an index of all tools currently available for each phase of planning process. These will be continually refined as this guide evolves. If you have any useful feedback or additional tools that would add to the list here and be of value to others please let us know via our feedback link.
Getting Started
Describe the issue and why it’s important
Starting to plan
Assess risk
Review resources available
Plan a timeline
Scoping
Set up a steering group
Stakeholder engagement
- Analysing relationships with stakeholders
- Stakeholder communications
- Engaging stakeholders
- Identifying and mapping stakeholders
Identify available sources of information
Reviewing existing knowledge and current practice
Review internal and external factors
Choose who to target
- Segmentation example: variables and resources
- North West Public Health Observatory Tools for social marketing
- Behaviour tree analysis
- Effective segmentation criteria checklist
- Initial target audience segmentation
Identify what moves and motivates your audience
- A Newcomer's Guide to Market and Social Research, MRS
- Sources of Insight Guide, Word of Mouth Research Ltd
- Mapping motivations for behaviour
- Developing a picture of target audience influences
Understand why people behave the way they do
- Behavioural theory
- COI communications and behavioural change
- Understanding current behaviour
- Establishing behavioural patterns
Conduct competition analysis
Conduct exchange analysis
Define behavioural goals and objectives
Identify intervention options
Write a scoping report
Development
Further team and stakeholder development
Develop the intervention and marketing mix
Develop your product or service
Finalise behavioural goals for each target audience
Develop the evaluation plan
Prepare a social marketing plan
Implementation
Prepare for the intervention launch
Monitor and evaluate the process
Evaluation
Evaluation design
- NSMC Compendium of Social and Market Research Sources
- MRS A Newcomers Guide to Market and Social Research
- Evaluation implementation plan