Research Communications 101 Best practice for funding success Melinda Kenneway Welcome to the Kudos guide to best practice in research communications for funded projects. As CEO of Kudos, the platform for showcasing research, I am committed to helping researchers build their influence through effective communication – within and outside of academia. Research knowledge powers progress, but only if it reaches its audience. Competition for that audience – to increase readership and citations, to find collaborators and win funding – is increasing all the time. Today, only one in five grant applications are successful. Researchers need to demonstrate that, not only can they do high quality science, but also that they can communicate with a wide range of stakeholders so that the project has the best potential for lasting impact. I have over 30 years’ experience of research communications with research groups, societies, universities, publishers and other academic stakeholders – all over the world. I’m pleased to make some of this knowledge and experience available to you through this handbook. If you’d like further assistance, then please visit info.growkudos.com/researchers for more information on our platform and services, providing a complete communications solution for your research project. Melinda Kenneway, BA Oxon, CEO and Co-Founder of Kudos 1 Contents Chapter 1: Overview Chapter 2: Planning Chapter 3: Brand basics Chapter 4: Website and SEO Chapter 5: Face-to-face Chapter 6: Content marketing Chapter 7: Email marketing Chapter 8: Video and infographics Chapter 9: Social media Chapter 10: Press and publicity Chapter 11: Tools and Resources Chapter 12: Checklist 2 Chapter 1: Overview What is communication? Communication is a two-way process of reaching mutual understanding, in which participants not only exchange information, news, ideas and feelings but also create and share meaning. Many people think of communication being “one way” – pushing information out to an audience. This is indeed part of the process, but for your research to really make a difference, then it’s important to think about communication in a more rounded way. Lasting impact happens when stakeholders are actively involved in the research process itself, helping shape the questions to be answered and being consulted and informed throughout the lifecycle of a project (and beyond). The four main types of communication to consider in your planning are: One-way (“push”) communications: information that is broadcast with limited direct response or interactions expected. Two-way (“pull”) communications: information is designed to attract audiences to you for some form of exchange. Passive communications: limited to basic transfer and exchange of information. Active communications: intended to accelerate understanding and uptake. When planning communications around research projects, you should seek to have a blend of these different types of communication. 3 Good communication leads to impact In recent years, impact has become more central to funding success, with many funders requiring an impact and communications plan as part of your grant submission. Impact in this context usually means real-world change rather than academic impact, such as citations. This requires researchers to communicate not only with their academic peers, but also with a much wider range of audiences such as policy makers, educators, industry, journalists and the public. Funders encourage researchers to plan for this in the early stages of putting a grant application together, so that routes to these audiences – and a plan for reaching them – can be included and budgeted for within your application (5-10% of a grant value is considered appropriate for communications and impact activities). Reach the audiences that can best build on or benefit from your work: different communication channels Engage those audiences – help them understand your research with plain language summaries, key message, visual, video and audio materials Change behaviours, attitudes, awareness, processes, policy and so on Amplify that change, for example, from local to national to international 4 Principles of good communication 1. Correctness The content must be correct and give the audience a good understanding of the relevant facts. 2. Relevance Keep the information you communicate relevant for your target audiences and provide facts and data to support your conclusions. 3. Uncertainty Clarify any uncertainties that relate to your research – explain any limitations or weaknesses. 4. Scientific status Explain the scientific status of your research. Do your findings match the general consensus, or do they deviate from this? Have the findings been published and reviewed or are they preliminary results, hypotheses etc.? 5. Authorship Be clear whether you are describing your research or communicating about research done by others. 6. Perspective Be aware of other perspectives relating to your research and ensure you present a balanced view that addresses these too. 7. Transparency Be open about funding of the research as well as possible company interests and collaboration partners. These principles are based on Danish universities’ agreements on research communication, which in turn are based on the European universities’ cooperation organisation ALLEA’s rules on good research practice. This translation is drawn from the research support guidance given to staff at Lund University in Sweden: https://www.staff.lu.se/research-and-education/ research-support/communicate-your-research/principles-research-communication 5 Chapter 2: Planning An effective communications plan anticipates what information will need to be communicated to specific audience segments. The plan should also address who has the authority to communicate and how information should be disseminated (email, websites, printed reports, and/or presentations). The plan should define what communication channels will be used both for dissemination and to solicit feedback. Finally, the plan should address how communication will be documented and measured. A typical structure for a communications plan is: 1. Strategy 2. Goals (make these SMART – specific, measurable, achievable, relevant and time-bound) 3. Target audiences 4. Messaging 5. Activity 6. Channels 7. Timing 8. Evaluation Your plan may be divided over several phases of your project – set up, building interest, publication, post-publication, post project etc. R E S O U R C E : Kudos’ premium service includes a planning tool to help you identify, record and manage your target audiences, communications goals, activities, channels, timing, metrics and more. For details about how to get access, visit info.growkudos.com/researchers 6 Strategy Your strategy should summarize your overall vision, aim and objectives for your communication activities. For example, a vision might be to successfully create change in practices or policy. Overall objectives might include promote awareness of the project, create opportunities for engagement/co-development, prepare a variety of information products, tailor communications for different audience needs, ensure information is accessible and credible. Target audiences Think through the research acceleration model shown on page 4. Who do you need to connect with, and at what point in your project? Target audiences typically include academics in the same field, academics in allied fields, industry, policy makers, media, educators and the public. Consider ‘internal’ audiences too – your funder and university, project partners and so on. Prioritise the most influential groups. R E S O U R C E : Our blog post, “Who is your research for?” gives more detail about the different audiences where your research may have impact. Communication goals These should be specific, measurable, attainable, relevant, timely. For example: create project website within 6 months, inform 75% of target group of findings by target date, publish key results in top tier international journal by target date, engage 20 companies in a discussion about exploitation of findings by target date, build a circulation list for newsletter of 5,000+ amongst target audiences, achieve 100 requests for further information via website. 7 Key messages “Speak to everyone and you speak to no one”. The first step in winning your audience is simply to get their attention. Start simply and introduce more complexity later (e.g. an infographic can link to a more technical article). Consider stakeholder-specific messages. Does one group need to know something specific or different to others? Do you need to adapt your language to assist with understanding? Can you summarize your recommendations into a simple, relevant message for each group? Activities There are a huge range of potential communication activities available to you. Each activity will typically be a combination of a “channel” and some “materials”. Channels “Channels” are the medium by which you undertake the communication activities: websites and apps, face-to-face (e.g. workshops, meetings, exhibitions, consultancy), webinars, email, social media, direct mail, press and TV, radio, podcasts, and so on. In putting a plan together of activities and deciding what channels to use, the key to success is to “go where your audience is and talk to them in their language.” This is particularly important for reaching outside academia, where audiences are more likely to engage with less technical content in easy-to-consume formats such as videos and infographics. Materials These include reports, briefs, videos and infographics, publications and white papers, press releases, blogs, training, interviews, newspaper and magazine articles, posters, postcards, leaflets and brochures, handouts – even your business cards and email signature can be used to draw attention to your project website or your Kudos profile page. 8 Chapter 3: Brand basics Companies, products and services have brands, but so too do people and organizations. A brand is what your audience associates with you – that audience can be internal (your team and stakeholders), external, or both. A brand is “managed” by being intentional about what you want people to think of you, and acting / communicating in a manner that is consistent with this. Brands can be helpful for research projects in that they help people understand and remember your work. There are hundreds of thousands of research projects underway, so it is already challenging to make yours stand out. A brand can be used to link all your communications together and build a strong story about your research as you progress your project. T I P : Your profile page (personal Showcase) on Kudos can act as a home for your brand – see our example on the following page. It’s quick and easy to set up a page that you can make reflect your values and activities, verbally (through free text areas) and visually (through images you can select from our library). It also lets you add links to all your publications, outputs, other profile sites and so on, making it a “one stop shop” for all your research over which you have full control. Brand name In creating a brand for your research project, consider firstly a distinctive name or acronym. Distinctive is important for when people search for information about your project, so it is easy to find. Brand platform What is the overall vision for the project? This should be a long-term aim that your research may be a pathway towards (the “why” for your research). Summarize this in a short sentence that is outwardfacing and ambitious. What is your mission? Write a brief statement of HOW you will achieve this. What are your values? Think of 4 or 5 values that sum-up your approach that will resonate with your team, collaborators and audience. 9 Visual identity Consider having a logo designed for your project, with a limited colour pallet, which can be used on all communications. Perhaps include a strapline with this to encapsulate the aim of the project. Kudos Showcases (left) and Story pages (right) include spaces for project brands and banner images to bring your research to life and make it more visually engaging and memorable. 10 Chapter 4: Website and SEO A website is central to your communication activities as it provides you with one place to inform and update your audience on your project’s progress – key milestones and outputs can be added to generate awareness and interest as you work towards your results and publication. Your website can also be used to recruit participants for studies and feedback. Some institutions provide support for setting up a project website, and services like WordPress and Squarespace can also be used but can require a level of software knowledge to set up. At Kudos we offer an “out of the box” research project website that requires no technical knowledge to set-up and manage. By adding your work to an established site like Kudos, you will benefit from Kudos’ own reputation and recognition as a quality site, which will increase the chances of users finding your work from web searches. Whatever software you choose, key elements you should include are your project’s title, contributors and collaborators, sponsors / organizational affiliations, a plain language description of the project’s aims and objectives, and links to project outputs such as press releases, presentations, posters, videos and other aids to communicating your progress. Linking a blog to your website and writing regular updates can be a very powerful way to bring an audience to you (“pull” marketing). Other elements to consider including are how the project came about and how people can contribute. Use good quality photographs and visual elements wherever possible – always respecting copyright. There are many great royalty-free image banks that you can use, such as Unsplash and Pixabay. Search Engine Optimization (SEO) means setting your website site up and using content in a way that helps your project get found by Google and other search engines. Some platforms such as Kudos have this embedded in the technology. Key elements of good SEO are a site that is mobile-friendly (responsive design), content that establishes you as an authority on a specific topic and answers questions your target audience might ask, and video content (ranks highly). Encourage high-traffic sites (partners, institutions, funders) to link to your site, as this further establishes your website as authoritative and trustworthy in the eyes of search engines. 11 Chapter 5: Face-to-face A communications plan should consider face-to-face opportunities alongside digital activities. However, careful consideration should be given to this as events, workshops and meeting can be hugely timeconsuming and expensive, and limited in terms of reach. Meeting and talking with people is a good way to get detailed feedback, and for some audiences – such as policymakers and industry – one-to-one meetings can have the potential for significant impact. Remember that you can still get many of the benefits of face-to-face communication through virtual meetings and webinars, with additional benefits of reduced cost, greater inclusivity, and potentially larger audiences. Consider your communications objectives carefully to identify where face-to-face meetings seem the best option and clarify the additional value gained. Are there alternative ways to interact that could be more effective and reach a wider audience? If not, then include any necessary events, workshops and meetings in your plan. 12 Chapter 6: Content marketing High quality, relevant content is the foundation of your communications plan. “Content” in this context means material that you produce specifically to inform and engage an audience in your project’s progress. It can also include more formal outputs such as articles and data, but this is NOT marketing content. The role of marketing content is to attract interest in your work that may lead to your audience accessing more technical information, but only featuring this will greatly limit your reach, particularly outside of academia. Content can be in the form of a blog, web page, social post, photo, video, printed flyer, newsletter, email – anything you might use to share information about your project. Your content will be most successful if it informing, entertaining, novel, and / or inspiring for your target audiences. Many articles have been written on the success of content marketing, profit and non-profit alike – it is proven to work! When considering what kind of content to include in your communication plan, consider your target audience personas. Even just a brief exercise to sketch out who you want to influence and what their needs and interests are will help focus your thinking on the content you might then produce. Also consider geography – are there any localization requirements for priority audiences? You should aim to have no more than 5 target audience groups. As well as producing content, you need to distribute it. Deciding what “channels” to use is a key part of your planning. Consider your target audiences – what do they read, where do they go, what social channels do they use? Your plan is likely to include a mix of channels from Facebook, to events, email and newspapers. Track everything you do and monitor results. Use Google Analytics and social channels (which include a level of tracking), or a platform like Kudos that does the tracking for you. This analysis enables you to refine your activities in an ongoing cycle of self-improvement. 13 Examples of content for different audiences Stakeholders Advocates Amplifiers Public Email updates Other academics Online consultation Science fairs / museum talks / visits to schools Academic conferences Public debates Targeted briefings (relevant recommendations, in appropriate language, format, channel) for each audience Project websites Collaboration / coproduction Blogging Social media, podcasts Infographics, visual summaries Stakeholder workshops Consultancy, partnerships Press releases Training and materials R E S O U R C E : Kudos’ services all include trackable link generators to help you log your communications and track how many people are clicking on the links you share – they can even be used to track people visiting your project web page after having seen a poster, talk or handout. For details about how to get access, visit info.growkudos.com/researchers 14 Radio, TV Print media Academic network Journals, books A guide to research communication channels by Example methods for tracking content engagement Activity / channel How to measure Email, blogs, social Include a trackable link to more information; count media Online consultation Talks / visits / debates / workshops how many of the recipients / participants / readers click through Count attendees. Create a simple handout with a trackable link to more information and count how many people click Find out the approximate number of delegates. Academic conferences Include trackable links in posters and slides. Take business cards with trackable links to information about your project. Include trackable links to briefings for the Targeted briefings appropriate audience when sending emails, giving talks or providing information in handouts / business cards Count views and (unique) visitors. Track at both Project websites project level but also the level of individual outputs Graphics, audio, video hosted / linked to on the site to gauge which create most engagement 15 Chapter 7: Email marketing Sending personal emails to your existing networks is one of the most effective techniques you can use to build awareness of and engagement with your research. People you know through your work are the most likely to be interested in and to act on your messages. Larger scale email marketing (to people you don’t know personally) will mean capturing people’s permission to email them, and enabling them to “unsubscribe” or manage their email preferences. While you can use your regular email software for individuals or small groups, you may want to progress to an email marketing platform (such as Mailchimp or HubSpot – the latter have an offer for non-profits) for larger email campaigns. If you don’t already have a list of people who might be interested in your research, you will need to build it. Ideally you will collect not only names and email addresses, but also information on their role (e.g. member of the public, educator, policymaker, industry contact and so on). Sometimes you may have very specific people you want to follow your research. You can contact them individually and ask if they would like to be added to your distribution list for project updates. Alternatively, and in addition, you can use a form on your website. Many websites now offer the facility to build a database of “opted-in” subscribers who want to receive email communications from you (e.g. via a newsletter). You can invite people to sign up for your email list: • • • At events – conferences, workshops, public talks, science fairs Via social media and websites / project Showcases Through “gated content” that requires your audience to complete a form with their contact details and permission to add them to your mailing list before they access or download that content. That content must be high value in exchange for an email address. Once you have a growing list of contacts, you can use this for sending project updates – ideally shaping your message to the needs and interests of specific groups. After sending your emails, check your open rates, click rates, and unsubscribe rates. A good email usually has an open rate of 20% or more, click rate of 3% or more, and unsubscribe rate lower than 1%. 16 Chapter 8: Video and infographics Psychologists have long cited the power of images over text to convey information – 93% of all human communication is visual. Research at 3M Corporation concluded that we process visuals 60,000 times faster than text. In an analysis by HubSpot (a marketing platform), they found that web pages with images or videos attract over 94% more views. Video is particularly powerful, being shared 12 x more than text and images combined. It is also very important for search engine optimization (i.e. making your page appear at the top of search engine results). Building video into your content plan needn’t be expensive. Smartphone recording has become very high-quality, and you can create very polished results with just a few accessories – background paper, a tripod with phone holder, a good light source and directional microphone. Once you’ve filmed your footage, you can use platforms like iMovie (Apple), WeVideo or Filmora to edit it. Videos can be shared on Facebook, Instagram, YouTube and Vimeo. It’s good practice to prepare a “story” and outline script for your video but avoid reading from scripts, and try to speak as naturally as possible. Video can be used for anything – from a quick 3-minute update on a project milestone to a media briefing for a major announcement. Infographics are becoming more widely used and software to create them quickly and easily is now available, such as Mind The Graph. An infographic is a collection of imagery, data visualizations like pie charts and bar graphs, and minimal text, that gives an easy-tounderstand overview of a topic. Infographics have been linked with higher article citations in several studies. Infographics are particularly important in the research sector, as information can be highly technical and breaking this down into visual components can be helpful in quickly communicating key points – for specialists and non-specialists alike. 17 Chapter 9: Social media Social media offers you the opportunity to publicize your research in new ways, expand your network and engage directly with public audiences. Social media is about making connections – find the channels you enjoy using, share information about your projects, use different formats (see content marketing, chapter 6), and you will soon begin to build an engaged following. While some research groups delegate this to one member of the team, the best results come from all team members being active and “talking” authentically about their interests and findings. Social media needs a strategy and plan to be effective. It should fit within your overall plan with a focus on using these channels to reach specific audiences that use them. Don’t try to do everything! It also helps to set some clear and measurable goals. Key channels to use are Facebook, Instagram, Twitter and LinkedIn. For academic audiences, a profile on ResearchGate and Academia.edu can be helpful. Remember that posts with image content generally get a lot more interactions than text-only posts. For those posts getting a lot of interest organically, consider boosting your post (Facebook) or advertising with your social media platforms – this can be done very inexpensively. Social media is increasingly being seen as a route for academic openness that helps leverage insights and expertise from a wide range of stakeholders. This recent article (January 2023) explains in more detail the benefits of social media for academics and channels that can be used: https://www.sciencedirect.com/science/article/pii/S0007681322000453 There are a variety of platforms you can use to manage social media, enabling you to post to multiple channels from one place and track resulting interest. Kudos enables this with a focus specifically on channels most useful to academics. But there are many other general services you can use, such as Buffer, Hootsuite and Sprout Social. 18 Chapter 10: Press and publicity It is important to build relationships with the media, particularly if your research has the potential for public interest. The media is a powerful amplifier, not only for reaching the public but also for increasing academic impact too. A study published in the New England Journal of Medicine found that articles referenced in the New York Times received 73% more citations than those that weren’t. A key skill for attracting media attention (and generally for publicity and broad stakeholder engagement) is writing in plain language. Numerous studies show that communicating about your research in simple, non-technical language, ideally with visual aids, is one of the most effective ways to significantly increase both academic impact (article downloads and citations) and non-academic impact. This is because before your research can be read and understood in detail, first you must attract your audience’s attention and interest. Key points to consider in your media plan are: 1. Be strategic: consider what you want to share, with what audiences and what you want to achieve. 2. Be novel: the media want “news” – that can be new findings, but it can also be a new perspective on existing findings or a challenge to accepted thinking. 3. Consider the media’s agenda: what is important to you may be less important to the media. Consider what is likely to interest them; time your announcements with global events if relevant. Keep an eye on emerging new stories with which your research aligns – be topical. 4. Have a clear message: prepare some key phrases to use in your communications and interviews, so you can deliver your argument in the most concise, clear and accessible way. 5. Take advice: consult with your University Press Officer and / or other academic colleagues with media experience. 19 Chapter 11: Tools and resources The following is a list of further resources you may find useful: Academic networking platforms Research communication and dissemination Academia.edu Kudos Mendeley ResearchGate Royalty free images Giphy (free gifs) Email services Iconstore (free icons) Campaign Monitor Pixabay HubSpot The Noun Project (free icons) Mailchimp Unsplash MailerLite Marketo Social Management Platforms Octopus Buffer Omnisend Hootsuite HubSpot Infographic design Sprout Social Mind the Graph Social media graphics Popular social networks Canva Facebook Pablo by Buffer Instagram Snappa LinkedIn Stencil Pinterest Reddit Website services Tumblr HubSpot Twitter Kudos YouTube Square Space Wix WordPress 20 Communication plan checklist Use the following as a guide when preparing your communications plan for a grant application: 1. Strategy and budget ❑ Communication objectives ❑ Project branding ❑ Target audiences ❑ Potential impacts ❑ Measures of success ❑ Costs* 2. Resources ❑ Website host/platform ❑ Platform features/capabilities ❑ Agency support (PR/design/promotion) ❑ Advertising budget (social media) ❑ Team roles and responsibilities 3. Face-to-face ❑ Events, workshops and meetings 4. Content plan ❑ Audience personas / info needs ❑ Content ideas ❑ Key distribution channels 5. Email marketing ❑ Existing contacts ❑ Tactics and targets for list-building ❑ Email marketing software 6. Videos and infographics ❑ Content ideas ❑ Hosting and distribution 7. Social Media ❑ Objectives and tactics ❑ Content plan/schedule ❑ Key channels ❑ Resources and management software 8. Press and publicity ❑ Media contacts ❑ Media networking events ❑ Communication activities and channels ❑ Planned press releases * Consult funder guidelines, but communications and impact activities are likely to be circ. 5-10% of your overall grant application. 1 Further reading In addition to the resources linked throughout the text, we welcome new readers on our blog, which you can subscribe to at: https://blog.growkudos.com/news Recent posts include: What is research impact? Why does research impact matter? How is research impact achieved? Target audiences for research 2 About this guide This guide has been written for you by Melinda Kenneway, CEO and co-founder of Kudos. Melinda has over 30 years’ experience in scholarly communication, and is passionate about supporting change that helps make research more accessible and effective. Melinda has a degree in Experimental Psychology from the University of Oxford, and has held Board-level positions with the Journals Division of Oxford University Press and Bioscientifica. She founded the scholarly publishing industry's leading marketing agency, TBI Communications, and co-founded Kudos in 2013 to help transform research communications - utilising the powerful new channels that are emerging, together with new metrics of reach and impact, to help researchers optimise their time in increasing readership and citations for their work. Kudos is a complete communications solution for your research project. Project website, optimized for SEO and easyto-use with no technical knowledge required Magazine-style interface that uses images and visuals for optimizing your impact Inbuilt communications planning and management Integrated with key social media channels Dashboard reporting of communication results with comparative data across channels. Capture and log impact for easy reporting to funders and your institution. Kudos is used by over 430,000 researchers in over 10,000 institutions around the world. www.growkudos.com 3 Get started at info.growkudos.com/researchers 4