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Plain Talk in Complex Times 12 March 2015 Josiah Fisk President, More Carrot LLC What Were They Expecting? How User Expectations Affect the Success or Failure of Communications

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Plain Talk in Complex Times 12 March 2015

Josiah Fisk President, More Carrot LLC

What Were They Expecting?How User Expectations Affect the Success or Failure of Communications

Topics I Will Not Be Covering

Why am I not covering these topics?

• Because I thought you’d find all of them boring?

Why am I not covering these topics?

• Because I thought you’d find all of them boring?

• Because I don’t have anything to say about them?

Why am I not covering these topics?

• Because I thought you’d find all of them boring?

• Because I don’t have anything to say about them?

• Because you aren’t expecting me to.

Why am I not covering these topics?

• Because I thought you’d find all of them boring?

• Because I don’t have anything to say about them?

• Because you aren’t expecting me to.

- we are here for a purpose

Why am I not covering these topics?

• Because I thought you’d find all of them boring?

• Because I don’t have anything to say about them?

• Because you aren’t expecting me to.

- we are here for a purpose

- that purpose creates certain expectations

Why am I not covering these topics?

Easy read

E01 Upper GI Endoscopy

Checking for problems in

your stomach

Copyright © 2014

EIDO Healthcare Ltd

Expiry date December 2014

Easy read

E01 Upper GI Endoscopy

Checking for problems in

your stomach

Copyright © 2014

EIDO Healthcare Ltd

Expiry date December 2014

You are okay with this.

Easy read

E01 Upper GI Endoscopy

Checking for problems in

your stomach

Copyright © 2014

EIDO Healthcare Ltd

Expiry date December 2014

You are not okay with this.

Don’t worry, I will spare you this.

EXPLORING EXPECTATIONS

Expectations are often more powerful

than desires.

What Do People Expect From A Communication?

(The short answer: it depends on the communication.)

19C British novel

19C British novel• Sweeping themes.

19C British novel• Sweeping themes.

• Compelling plots and characters.

19C British novel• Sweeping themes.

• Compelling plots and characters.

• Elaborate language, manners, and dress.

19C British novel• Sweeping themes.

• Compelling plots and characters.

• Elaborate language, manners, and dress.

• To be transported to another world.

20C British television comedy

20C British television comedy• British accents.

20C British television comedy• British accents.

• Funny costumes and voices.

20C British television comedy• British accents.

• Funny costumes and voices.

• Humor that is both intellectual and silly.

20C British television comedy• British accents.

• Funny costumes and voices.

• Humor that is both intellectual and silly.

• To sit back, relax, and laugh.

In a word: happiness

• Reader/viewer/listener is engaged by choice.

In a word: happiness

• Reader/viewer/listener is engaged by choice.

• Is open to the message.

In a word: happiness

• Reader/viewer/listener is engaged by choice.

• Is open to the message.

• Expects a positive experience.

In a word: happiness

• Reader/viewer/listener is engaged by choice.

• Is open to the message.

• Expects a positive experience.

• Looks for confirmation of that expectation.

In a word: happiness

21C British Easy Read health brochure

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure• Feelings of fear and anxiety.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

• Possible need for ongoing treatment.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

• Possible need for ongoing treatment.

• Feeling they are in over their heads.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

• Possible need for ongoing treatment.

• Feeling they are in over their heads.

• Confusing information.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure

What to do when youhave Type 2 diabetesAn easy read guide

21C British Easy Read health brochure• Fear and anxiety, but also

boredom.What to do when youhave Type 2 diabetesAn easy read guide

21C British Easy Read health brochure• Fear and anxiety, but also

boredom.

• Lecture on lifestyle and habits.

What to do when youhave Type 2 diabetesAn easy read guide

21C British Easy Read health brochure• Fear and anxiety, but also

boredom.

• Lecture on lifestyle and habits.

• Something they can ignore or skimp on.

What to do when youhave Type 2 diabetesAn easy read guide

21C British Easy Read health brochure• Fear and anxiety, but also

boredom.

• Lecture on lifestyle and habits.

• Something they can ignore or skimp on.

• Tone at odds with their feelings.

What to do when youhave Type 2 diabetesAn easy read guide

21C British Easy Read health brochure• Fear and anxiety, but also

boredom.

• Lecture on lifestyle and habits.

• Something they can ignore or skimp on.

• Tone at odds with their feelings.

• Confusing information.

What to do when youhave Type 2 diabetesAn easy read guide

In a word: unhappiness

• Reader/viewer/listener is not engaged by choice.

In a word: unhappiness

• Reader/viewer/listener is not engaged by choice.

• Is apprehensive about the message.

In a word: unhappiness

• Reader/viewer/listener is not engaged by choice.

• Is apprehensive about the message.

• Expects a negative experience.

In a word: unhappiness

• Reader/viewer/listener is not engaged by choice.

• Is apprehensive about the message.

• Expects a negative experience.

• Looks for confirmation of that expectation.

In a word: unhappiness

21C British Easy Read health brochure• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

• Possible need for ongoing treatment.

• Feeling they are in over their heads.

• Confusing information.

Easy read

E01 Upper GI Endoscopy

Checking for problems in your stomach

Copyright © 2014 EIDO Healthcare Ltd Expiry date December 2014

21C British Easy Read health brochure

About the brochure

About the situation

• Feelings of fear and anxiety.

• Prospect of discomfort or pain in near future.

• Possible need for ongoing treatment.

• Feeling they are in over their heads.

• Confusing information.

21C British Easy Read health brochure

But as the creator of the brochure, you have to deal with all of it.

About the brochure

About the situation

Irony bonus points

• Much of what is positive in the positive experience is negative in the negative experience.

Irony bonus points

• Much of what is positive in the positive experience is negative in the negative experience.

- stimulation of emotions

Irony bonus points

• Much of what is positive in the positive experience is negative in the negative experience.

- stimulation of emotions

- removal from ordinary experience

Irony bonus points

• Much of what is positive in the positive experience is negative in the negative experience.

- stimulation of emotions

- removal from ordinary experience

- “entertainment factor”

Irony bonus points

• Much of what is positive in the positive experience is negative in the negative experience.

- stimulation of emotions

- removal from ordinary experience

- “entertainment factor”

- reinforcement of expectations

Irony bonus points

EXPLORING EXPECTATIONS

Expectations are the environment your

message lands in.

The Paradoxical Primacy Of Negative Expectations

Going to a movie

Going to a movie

Baseline of expectations

Better

Going to a movie

Way Better

Better

Going to a movie

OMG

Way Better

Better

Going to a movie

OMG

Way Better

Better

Going to a movie

OMG

Way Better

Better

Worse

Much Worse

WTF

Going to a movie

OMGWay Better

Better

Worse

Much Worse

WTF

Going to a movie

WorseMuch Worse

WTF

OMG

Way Better

Better

Going to a movie

WorseMuch Worse

WTF

OMG

Way Better

Better

Going to a movie

Actually up and leave

Reading health literature

OMG

Way Better

Better

Worse

Much Worse

WTF

Reading health literature

Reading health literature

Better

Worse

Reading health literature

Better

Worse

Reading health literature

Better

Worse

Reading health literature

Better

Worse

Partial or full disengagement

Disengagement

• Full: stop reading

Disengagement

• Full: stop reading

• Partial (“resistant reading”):

Disengagement

• Full: stop reading

• Partial (“resistant reading”):

- skimming, scanning

Disengagement

• Full: stop reading

• Partial (“resistant reading”):

- skimming, scanning

- reading inattentively

Disengagement

• Full: stop reading

• Partial (“resistant reading”):

- skimming, scanning

- reading inattentively

- reading skeptically or resentfully

Disengagement

• Full: stop reading

• Partial (“resistant reading”):

- skimming, scanning

- reading inattentively

- reading skeptically or resentfully

- looking for justification to advance to full disengagement

Disengagement

Reading health literature

What to do when youhave Type 2 diabetesAn easy read guide

Still reading, still hope

Reading health literature

What to do when youhave Type 2 diabetesAn easy read guide

Reading stops, game over

EXPLORING EXPECTATIONS

Meeting negative expectations is often worse than exceeding

positive ones.

Our Expectations About Our Expectations

Expectation we have

Expectation we have

Expectation we know we should have

“The thing I expected didn’t happen, and I didn’t expect it would.”

“The thing I expected didn’t happen, and I didn’t expect it would.” — Charles Ives, American composer (1874-1954)

High school musical: expected

Club show: laugh with friends

Arena show: “hey, did you hear about”

Super Bowl: instant global meme

High school musical

WorseMuch Worse

WTF

OMG

Way Better

Better

High school musical

WorseMuch Worse

WTF

OMG

Way Better

Better

Meme-worthy

Club show

OMG

Way Better

Better

Worse

Much Worse

WTF

Club show

Meme-worthy

OMG

Way Better

Better

Worse

Much Worse

WTF

Super Bowl halftime show

OMGWay Better

Better

Worse

Much Worse

WTF

Super Bowl halftime show

OMGWay Better

Better

Worse

Much Worse

WTF

Meme-worthy

EXPLORING EXPECTATIONS

The stronger the expectation,

the smaller the leeway.

The Expectations You Create (Knowingly Or Not)

SMALL EXAMPLE

Financial disclosure form

What expectation has been created?

Visual cues tell us how to read a form.

Label (stacked)

Visual cues tell us how to read a form.

Label (stacked)

Data

Visual cues tell us how to read a form.

Label (stacked)

Data Label (stacked)

Visual cues tell us how to read a form.

Label (stacked)

Data Label (stacked)

Data

Effective information design.

Effective information design.

(Not the actual design, however.)

Actual design.

Actual design.

Why is this a big deal?

• Authors created expectations.

Why is this a big deal?

• Authors created expectations.

• Authors failed to notice or meet their own expectations.

Why is this a big deal?

• Authors created expectations.

• Authors failed to notice or meet their own expectations.

• If you’re not aware of your own expectations, how well are you going to do with mine?

Why is this a big deal?

The Expectations You Create (Knowingly Or Not)

BIG EXAMPLE

Subscriber mailing from insurance provider

Professional design

Subscriber mailing from insurance provider

Full-color printing

Professional design

Subscriber mailing from insurance provider

Photos of happy people

Mock-handwriting font

Photos of happy people

Marketing-type language

Call to actionMarketing-type language

What kind of communication is this?

• Marketing, obviously.

What kind of communication is this?

Which creates what expectations?

• I can say yes or no to the product/service.

Which creates what expectations?

• I can say yes or no to the product/service.

• I can ignore the entire communication.

Which creates what expectations?

• I can say yes or no to the product/service.

• I can ignore the entire communication.

• If I take no action, nothing will change.

Which creates what expectations?

Additional piece in envelope

Least attractive piece in mailing (Most likely to be read last)

Least attractive piece in mailing (Most likely to be read last)

?

“there are two required ways to fill your maintenance medications . . .

the Express Scripts Pharmacy or . . . any Express Scripts participating

retail pharmacy.”

In other words . . .

• This isn’t a marketing piece, it’s a notice of a change.

In other words . . .

• This isn’t a marketing piece, it’s a notice of a change.

• You’re getting Express Scripts, like it or not.

In other words . . .

• This isn’t a marketing piece, it’s a notice of a change.

• You’re getting Express Scripts, like it or not.

• We led you to expect you had a choice (= a degree of power) when in fact you don’t.

In other words . . .

EXPLORING EXPECTATIONS

Unintentionally created expectations: why many communications failures

are self-inflicted wounds.

Making Expectations Work For You

(Instead Of Against You)

1. Assess the expectations environment you’re working in.

• Look beyond literal needs and moods, toward what people are actually looking for.

1. Assess the expectations environment you’re working in.

• Look beyond literal needs and moods, toward what people are actually looking for.

- Example: response to anxiety could be verbal reassurance, better clarity, or someone to talk to.

1. Assess the expectations environment you’re working in.

• Look beyond literal needs and moods, toward what people are actually looking for.

- Example: response to anxiety could be verbal reassurance, better clarity, or someone to talk to.

• Good news: the main expectations issues are often not subtle, once you start looking for them.

1. Assess the expectations environment you’re working in.

• Look beyond literal needs and moods, toward what people are actually looking for.

- Example: response to anxiety could be verbal reassurance, better clarity, or someone to talk to.

• Good news: the main expectations issues are often not subtle, once you start looking for them.

• More good news: low expectations, low bar.

1. Assess the expectations environment you’re working in.

2. Develop a range of strategies for dealing with negative expectations.

2. Develop a range of strategies for dealing with negative expectations.

• For those that are about the communications experi-ence, do everything you can to avoid meeting them.

2. Develop a range of strategies for dealing with negative expectations.

• For those that are about the communications experi-ence, do everything you can to avoid meeting them.

• For negative expectations about content: address as directly as you can.

2. Develop a range of strategies for dealing with negative expectations.

• For those that are about the communications experi-ence, do everything you can to avoid meeting them.

• For negative expectations about content: address as directly as you can.

• Don’t overdo it: actively countering a negative expectation can backfire.

3. Use marketing tools, but in non-marketing ways.

3. Use marketing tools, but in non-marketing ways.

• Tell, don’t sell. Make the content the focus. Your work should be invisible.

3. Use marketing tools, but in non-marketing ways.

• Tell, don’t sell. Make the content the focus. Your work should be invisible.

• Don’t decorate. Use the visual components to do communications work.

3. Use marketing tools, but in non-marketing ways.

• Tell, don’t sell. Make the content the focus. Your work should be invisible.

• Don’t decorate. Use the visual components to do communications work.

• Talk about your staff/programs/institution — as such — as little as possible.

3. Use marketing tools, but in non-marketing ways.

• Tell, don’t sell. Make the content the focus. Your work should be invisible.

• Don’t decorate. Use the visual components to do communications work.

• Talk about your staff/programs/institution — as such — as little as possible.

• Brevity, brevity, brevity.

3. Use marketing tools, but in non-marketing ways.

• Tell, don’t sell. Make the content the focus. Your work should be invisible.

• Don’t decorate. Use the visual components to do communications work.

• Talk about your staff/programs/institution — as such — as little as possible.

• Brevity, brevity, brevity.

4. Be the reader’s advocate and guide.

4. Be the reader’s advocate and guide.

• Don’t talk down, up, or around. Be caring but direct.

4. Be the reader’s advocate and guide.

• Don’t talk down, up, or around. Be caring but direct.

• Don’t talk empathy, practice empathy. Show that you care by helping.

4. Be the reader’s advocate and guide.

• Don’t talk down, up, or around. Be caring but direct.

• Don’t talk empathy, practice empathy. Show that you care by helping.

• Don’t oversmile — or undersmile. Both of these put distance between you and the reader.

4. Be the reader’s advocate and guide.

• Don’t talk down, up, or around. Be caring but direct.

• Don’t talk empathy, practice empathy. Show that you care by helping.

• Don’t oversmile — or undersmile. Both of these put distance between you and the reader.

• Write as if you were advising a friend.

Thank you!

less stick

www.morecarrot.com