Barcelona Principles

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The Barcelona Principles refers to the Barcelona Declaration of Research Principles, a set of seven voluntary guidelines established by the public relations (PR) industry to measure the efficiency of PR campaigns. [1] They were the first overreaching framework for effective public relations and communications measurement. [2] The Principles serve as a guide for practitioners to incorporate the ever-expanding media landscape into a transparent, reliable, and consistent framework. [2]

Contents

The Barcelona Principles were agreed upon by PR practitioners from 33 countries who met in Barcelona, Spain in 2010 for a summit convened by the International Association for Measurement and Evaluation of Communication (AMEC). The Barcelona Principles identify the need for outcome-, instead of output-, based measurement of PR campaigns, call for the exclusion of ad value equivalency metrics, and recognize the communications value of social media. [3] [4]

Original 2010 Principles

The original Barcelona Principles were listed as follows:

  1. Importance of goal setting and measurement [5]
  2. Measuring the effect on outcomes is preferred to measuring outputs [5]
  3. The effect on business results can and should be measured where possible [5]
  4. Media measurements requires quantity and quality [5]
  5. AVEs are not the value of Public Relations [5]
  6. Social Media can and should be measured [5]
  7. Transparency and replicability are paramount to sound measurement [5]

Barcelona Principles 2.0 (2015)

These principles were updated in 2015:

  1. Goal setting and measurement are fundamental to communication and public relations: [5] A holistic approach that includes traditional and social media; keeping aware of changes in variables. Making goals qualitative and quantitative as well as integrating SMART criteria evaluation across all channels [6]
  2. Measuring communication outcomes is recommended versus only measuring outputs: [5] Applying standards best practices in target audience research [6]
  3. The effect on organizational performance can and should be measured where possible: [5] Demand for models to evaluate the impact on target audiences and survey research (ex. Profitability, customer quality, revenue, market share, and customer retention) [6]
  4. Measurement and evaluation require both qualitative and quantitative methods: [5] Measuring impressions among stakeholders, target audience, and the quality of media coverage. Measuring positive, negative, and neutral progress not only success [6]
  5. AVEs are not the value of communication. [5] ¬ Instead use negotiated advertising rates relevant to the client, quality of coverage, and physical space or time of the coverage related to the portion of the coverage that is relevant [6]
  6. Social media can and should be measured consistently with other media channels. [5] ¬ Focus measurement on engagement, “conversation” and “communities”, not just “coverage” or vanity metrics [6]
  7. Measurement and evaluation should be transparent, consistent and valid. [5] ¬ Ensure integrity, honesty, openness, and ethical practices. Recognize and potential biasing effects in the research itself, or broader societal context [6]

Barcelona Principles 2.0

In 2015 industry leaders and the original developers gathered together to modify the original principles in order to make them more reflective of the current communication industry, [7] as the original Barcelona Principles were "never intended to be a final or complete solution.” [8] The goal of the working group was to ensure that the Barcelona Principles could continue to act as a baseline for professionals.

The original Barcelona Principles were predominantly focused on “what not to do” and were created with the public relations industry in mind. [7] Its quantitative methods outweighed qualitative methods and due to a constantly changing industry, standards needed to continuously evolve in order to accurately measure effectiveness. [5]

The modified principles were based on results accumulated from a wide array of communication agencies, organizations, and practitioners over the past five years of applied standards. [7] Modifications included learnings that can be applied with a focus on, “what to do” instead of, “what not to do”. The Barcelona Principles 2.0 integrated all communication field measurement that now reflect the importance of evaluation, insight, and qualitative methods. [8]

Barcelona Principles 3.0 (2020)

These principles were updated again in 2020: [9]

  1. Setting goals is an absolute prerequisite to communications planning, measurement, and evaluation [10]
  2. Measurement and evaluation should identify outputs, outcomes, and potential impact [10]
  3. Outcomes and impact should be identified for stakeholders, society, and the organization [10]
  4. Communication measurement and evaluation should include both qualitative and quantitative analysis [10]
  5. AVEs are not the value of communication [10]
  6. Holistic communication measurement and evaluation includes all relevant online and offline channels [10]
  7. Communication measurement and evaluation are rooted in integrity and transparency to drive learning and insights [10]

Barcelona Principles 3.0

As public relations and communication practices have evolved, so too has the approach to measuring and evaluating the sector's performance. In 2020, the International Association for Measurement and Evaluation of Communication (AMEC) organised a committee of industry experts to review, update and evolve the Barcelona Principles. The committee, led by Dr David Rockland, sought to adapt the principles to "sharpen the communications industry's focus on inclusion, impact, and integrity." [10] Barcelona Principles 3.0, which were launched at AMEC's 2020 Virtual Summit, [11] acknowledges that common practices in 2010 – even 2015 – may now be outdated. Furthermore, the updated Principles have broadened its relevance to a wider and more diverse range of organizations and roles to reflect that measurement and evaluation best practice is equally essential in government communications, charities, NGOs, and other non-commercial entities. [12]

As such, the Principles now reflect a broader standard of measurement, focused heavily on measuring what matters to drive continuous improvement within an organization rather than solely attempting to prove the value of public relations and communications. And, with social and digital measurement now a table-stake in the sector, the Principles reflect a more holistic approach that standardizes measurement across all channels, with an eye toward allowing choice in where to invest in public relations and communications to drive optimal organizational performance. [13]

Related Research Articles

<span class="mw-page-title-main">Public relations</span> Management of public communication of organizations

Public relations (PR) is the practice of managing and disseminating information from an individual or an organization to the public in order to influence their perception. Public relations and publicity differ in that PR is controlled internally, whereas publicity is not controlled and contributed by external parties. Public relations may include an organization or individual gaining exposure to their audiences using topics of public interest and news items that do not require direct payment. The exposure is mostly media-based, and this differentiates it from advertising as a form of marketing communications. Public relations aims to create or obtain coverage for clients for free, also known as earned media, rather than paying for marketing or advertising also known as paid media. But in the early 21st century, advertising is also a part of broader PR activities.

In common usage, evaluation is a systematic determination and assessment of a subject's merit, worth and significance, using criteria governed by a set of standards. It can assist an organization, program, design, project or any other intervention or initiative to assess any aim, realisable concept/proposal, or any alternative, to help in decision-making; or to generate the degree of achievement or value in regard to the aim and objectives and results of any such action that has been completed.

<span class="mw-page-title-main">Uncertainty</span> Situations involving imperfect or unknown information

Uncertainty refers to epistemic situations involving imperfect or unknown information. It applies to predictions of future events, to physical measurements that are already made, or to the unknown. Uncertainty arises in partially observable or stochastic environments, as well as due to ignorance, indolence, or both. It arises in any number of fields, including insurance, philosophy, physics, statistics, economics, finance, medicine, psychology, sociology, engineering, metrology, meteorology, ecology and information science.

<span class="mw-page-title-main">Job satisfaction</span> Attitude of a person towards work

Job satisfaction, employee satisfaction or work satisfaction is a measure of workers' contentment with their job, whether they like the job or individual aspects or facets of jobs, such as nature of work or supervision. Job satisfaction can be measured in cognitive (evaluative), affective, and behavioral components. Researchers have also noted that job satisfaction measures vary in the extent to which they measure feelings about the job. or cognitions about the job.

<span class="mw-page-title-main">Content analysis</span> Research method for studying documents and communication artifacts

Content analysis is the study of documents and communication artifacts, which might be texts of various formats, pictures, audio or video. Social scientists use content analysis to examine patterns in communication in a replicable and systematic manner. One of the key advantages of using content analysis to analyse social phenomena is their non-invasive nature, in contrast to simulating social experiences or collecting survey answers.

Allocative efficiency is a state of the economy in which production is aligned with consumer preferences; in particular, the set of outputs is chosen so as to maximize the wellbeing of society. This is achieved if every good or service is produced up until the last unit provides a marginal benefit to consumers equal to the marginal cost of production.

<span class="mw-page-title-main">Performance indicator</span> Measurement that evaluates the success of an organization

A performance indicator or key performance indicator (KPI) is a type of performance measurement. KPIs evaluate the success of an organization or of a particular activity in which it engages. KPIs provide a focus for strategic and operational improvement, create an analytical basis for decision making and help focus attention on what matters most.

Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts/mandates or via collective investment schemes like mutual funds, exchange-traded funds, or REITs.

Social return on investment (SROI) is a principles-based method for measuring extra-financial value. It can be used by any entity to evaluate impact on stakeholders, identify ways to improve performance, and enhance the performance of investments.

In metrology, measurement uncertainty is the expression of the statistical dispersion of the values attributed to a measured quantity. All measurements are subject to uncertainty and a measurement result is complete only when it is accompanied by a statement of the associated uncertainty, such as the standard deviation. By international agreement, this uncertainty has a probabilistic basis and reflects incomplete knowledge of the quantity value. It is a non-negative parameter.

Organizational effectiveness is a concept organizations use to gauge how effective they are at reaching intended outcomes. Organizational effectiveness is both a powerful and problematic term. The strength of it is that it may be used to critically evaluate and improve organisational activities. It's problematic since it means various things to different individuals. And there are other alternative methods for measuring organizational performance. Organizational effectiveness embodies the degree to which firms achieve the goals they have decided upon, a question that draws on several different factors. Among those are talent management, leadership development, organization design and structure, design of measurements and scorecards, implementation of change and transformation, deploying smart processes and smart technology to manage the firm's human capital and the formulation of the broader Human Resources agenda.

<span class="mw-page-title-main">Workforce productivity</span> Concept in economics

Workforce productivity is the amount of goods and services that a group of workers produce in a given amount of time. It is one of several types of productivity that economists measure. Workforce productivity, often referred to as labor productivity, is a measure for an organisation or company, a process, an industry, or a country.

Media evaluation is a discipline of the external and logical social sciences and centres on the analysis of media content, rating the exposure using a number of pre-designated criteria commonly including tonal value and presence of key messages. It is said to be one of the fastest-growing areas of mass communications research.

Control is a function of management that helps to check errors and take corrective actions. This is done to minimize deviation from standards and ensure that the stated goals of the organization are achieved in a desired manner.

In business, engineering, and manufacturing, quality – or high quality – has a pragmatic interpretation as the non-inferiority or superiority of something ; it is also defined as being suitable for the intended purpose while satisfying customer expectations. Quality is a perceptual, conditional, and somewhat subjective attribute and may be understood differently by different people. Consumers may focus on the specification quality of a product/service, or how it compares to competitors in the marketplace. Producers might measure the conformance quality, or degree to which the product/service was produced correctly. Support personnel may measure quality in the degree that a product is reliable, maintainable, or sustainable. In such ways, the subjectivity of quality is rendered objective via operational definitions and measured with metrics such as proxy measures.

Production is the process of combining various inputs, both material and immaterial in order to create output. Ideally this output will be a good or service which has value and contributes to the utility of individuals. The area of economics that focuses on production is called production theory, and it is closely related to the consumption theory of economics.

Metrica is a global media analysis, media evaluation and PR planning consultancy and is now part of the Gorkana group. Headquartered in London, the business was founded in 1993. The company works in the fields of reputation management, public relations measurement and content analysis. Metrica is part of The Gorkana Group, which incorporates Durrants, Gorkana and Metrica.

The International Association for Measurement and Evaluation of Communication is a UK-based global trade association for companies which provide social media measurement and traditional media measurement,evaluation and communication research.

<span class="mw-page-title-main">IT risk management</span>

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In organizational theory, organizational analysis or industrial analysis is the process of reviewing the development, work environment, personnel, and operation of a business or another type of association. This review is often performed in response to crisis, but may also be carried out as part of a demonstration project, in the process of taking a program to scale, or in the course of regular operations. Conducting a periodic detailed organizational analysis can be a useful way for management to identify problems or inefficiencies that have arisen in the organization but have yet to be addressed, and develop strategies for resolving them.

References

  1. Magee, Kate (18 June 2010). "First global standard of proving value of PR created at European Summit on Measurement". PR Week . Retrieved 31 January 2014.
  2. 1 2 "Barcelona Principles 2.0". PR News. Retrieved 2018-03-29.
  3. Manning, Andrew (21 March 2011). "Understanding the Barcelona Principles". Public Relations Strategist. Public Relations Society of America. Retrieved 31 January 2014.
  4. Slee, Dan (13 February 2013). "What are the Barcelona Principles?". Government Communication Service. Government of the United Kingdom. Archived from the original on 19 February 2014. Retrieved 31 January 2014.
  5. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 "Launch of Barcelona Principles 2.0" (PDF). Institute for PR. 2015.
  6. 1 2 3 4 5 6 7 "How the Barcelona Principles have been updated - AMEC". amecorg.com.
  7. 1 2 3 "Barcelona Principles 2.0". PR News.
  8. 1 2 Rockland, David. "Introducing Barcelona Principles 2.0 - Why change was necessary" (PDF). Institute for PR.
  9. "Barcelona Principles get a facelift". CARMA. Retrieved 2020-07-27.
  10. 1 2 3 4 5 6 7 8 "Barcelona Principles 3.0". AMEC. 2020-07-09. Retrieved 2020-07-27.
  11. "AMEC Summit is Virtual Yet Vital as Macnamara Tackles Misinformation". PRNEWS. 2020-07-08. Retrieved 2020-07-27.
  12. "A first look at the Barcelona Principles 3.0 - PR Daily". PR Daily. 2020-07-09. Retrieved 2020-07-27.
  13. "Barcelona Principles 3.0". AMEC. Retrieved 2020-07-27.