The Role of Brands as Frames for Engagement in Meeting Pro-Social Goals A Presentation to Philanthropy Ireland PhD Candidate: Karen Hand School of Psychology , Centre for Global Health, Trinity College, Dublin. Ray Murphy Memorial Scholar Supervisors: Prof. Malcolm MacLachlan Trinity College Dublin, Ireland & Prof. Stuart Carr, Poverty Research Group, Massey. New Zealand. Contact : Karen @ +353872243064 or karenhand9@gmail.com Karen Hand - Background • Experience – More than 20 years working with clients on strategic planning and brand strategy across sectors and geographies – Unilever, IBM, Diageo, SEI, SMBC Aviation Capital, ding!, Origin Green • Publications – 2000 -Getting Out of Line: Tools and Techniques for Lateral Thinking – 2012 – An Unequal Balance? The effects of unequal pay systems on societal motivation in Ireland – 2013 – Happy Nation? Prospects for psychological prosperity in Ireland. – 2015 – Happiness in Texting Times? SMS as a method to track national happiness levels. – 2015 – A Line in the Sand – Key findings from a meta –analysis in the IAPI effectiveness data-base – 2016 – Stepping Up by Stepping Out- Sustaining humanitarian work psychology • Ray Murphy Bursary Award (2012) Background: Pro –Social Sector • Underlying rationale for Ngo’s, non-profits & charities is to ‘do good’ & ‘be good’ as defined by relevant stakeholders – (Werker & Ahmed, 2007, Martens, B., 2005, Martens, K., 2002, Slim, 2000, Hansmann, 1990) • A crucial facet of a pro-social organisation is as a repository of trust (Burt, 2012, O’Neill, 2009) • Pro-social sector also includes CSR, ‘shared value’ initiatives and government social programmes. Background: All Sectors: Crisis of Trust Edelman Trust Barometer - 2012 Background – Pro-Social Brands • Brands originally conceived as mechanisms of trust for recipients as well as ownership for owners • Theories to date for pro-social brands include: – Management orientation/skill (Hankinson, 2001) – Emphasis on values (Stride & Lee, 2007) – Specific behaviours (Kylander & Stone, 2013) • Structural Integrity, Democracy, Ethics & Affinity • Need to theoretically align theories of pro-social branding with more general theories of branding • Need to empirically explore pro-social brands & how they manifest internally & externally with stakeholders Definition – ‘Brand’ REALITY BRAND REPUTATION Brand – the value stakeholders put on your outputs as a result of actual experiences of those outputs and associations, thoughts and feelings they have about those outputs - reality and reputation need to reinforce each other & create trust – otherwise there is effectively no ‘brand’ in place Overall Research Question & Design Investigating the role of brands & branding for pro-social sector in motivating internal & external stakeholders Mixed Methods Approach (Dewey , 1948, 1920, James , 1995, 1907, Peirce, 1878) Study 1 An interpretative phenomenological analysis (Smith, 1986) based on interviews with ten decision –makers in Oxfam International on how they construct the role of brand & branding within their organisation Study 2 A laboratory psychological experiment (n=238) exploring the relationships between (i) ‘framing’ appeals & (ii) dispositional aspects (e.g Just World motivations) in intentional to support ‘People Aid’ & (iii) estimates of public on government aid levels . Study 3 A naturalistic experiment conducted with general public (n = 3459) exploring (i) relationships between social capital (good deeds done/received) & dispositional (e.g happiness) situational (e.g fairness) & (ii) effect of feedback & participation levels Study 1 – Design & Theory • An interpretative phenomenological analysis (Smith, 1986) based on interviews with ten decision-makers in Oxfam International on how they construct the role of brand & branding within their organisation • Key Theoretical Frameworks – Branding as a dynamic system of stakeholder expectations & experiences • (e.g Hatch & Schultz, 2009, based on work of George Herbert Mead, 1934); other dynamic theories of branding: Holt, 2002, McMillan, Money & Downing, 2005, Fournier, 1998. Brand as a Dynamic System of Meaning Communication Behaviour Hatch & Schultz – 2009 – From Brands to Bricks – Organisational Dynamics. 38 (2) 117-130 Study 1 – Research Questions 1. How do NGO decision makers approach brands & branding & make sense of stakeholder expectations & experiences? 2. How does the NGO culture see branding in terms of benefits & barriers? 3. What are the challenges moving forwards for NGO branding? 4. In what way & to what extent are the answers above similar/different to the role of brands /branding in other organisations ? Study 1. Key Themes 1. A Complex Balancing Act defining brands- both cognitively & emotionally due to the ‘mediated’ nature of contracts, long time-frames & distance 2. ‘Divided Selves’ – moral dilemma on the relative importance of the ‘authority’ of the NGO itself versus it’s stakeholders, especially it’s recipients 3. Cultural illegitimacy of ‘Brands’ – the language & ideology of brands is not ‘neutral’ especially for internal stakeholders 4. Sectoral illegitimacy of the NGO sector – deep critiques of ‘becoming’ (Sartre 1953/1946) within the NGO ‘project’. Is it effective? Is is actually mal-effective? What does this mean for branding? ‘Psychological Contracts’ Differ Pro-Social For – Profit Consumer Donor Expectation Expectation NGO Experience Partner Company Experience Recipient ‘Psychological Contract’ Self-Regulates ‘Psychological Contract’ ‘Mediated’ Divided Selves (Quotes) Paul : ‘That is a fundamental disagreement between us & the public effectively - we would not get out of bed in the morning if we didn’t think poverty could be ended & yet most people don’t think it can because they believe its just ‘in the ether’ – its part of the human condition that a certain percentage of our species will be poor & that means if you say ‘Let’s end Poverty’ - unless you have something on the scale of Make Poverty History – you will get laughed out of court… because ‘Lets end poverty’ is naive..’ Divided Selves (Quotes) Alison: ‘Well it (brand) doesn’t have the same intensity with all your stakeholders – by the time you get to the ‘sharp’ end of what we do, it’s more of a ‘water-mark’ (to signify quality or integrity)..you don’t want beneficiaries with Oxfam stamped all over them – it’s not empowering –’ Emily: ‘ Jeff was over visiting here (the field) & he saw the logo on the water-tank & he said ‘That’s my problem with Aid – it’s all a competition between the NGO’s to get visibility & tell our donors that we’re here’ & I actually disagree with him – because I feel that the main reason for (brand) visibility in humanitarian contexts is accountability to your beneficiaries’ … Divided Selves (Quotes) Susan : ‘The tension is…..if we want person X to give us money – a lot of our communications and brand is about us – it puts us in the centre, which is really problematic – I don’t know how to square that circle – and if in the rest of the world , we take a back seatif we puffed ourselves up we wouldn’t have anyone to work with – ….. It’s just different in different countries but it can be consistent – it’s hard to fix it in a slogan and image …’ Interviewer: ‘True to every brand perhaps?’ Susan: ‘Although Coca Cola manage to do it ..’ Brands – Cultural Legitimacy? Paul : ‘I do this 1.5 hour presentation for people joining Oxfam : ‘Brands are not just Tesco. We have one whether you like the b-word or not’ …..I think you get more of a problem the further down you go & the further away from marketing you go, you get that ‘brands are grubby things we shouldn’t be getting our hands dirty with’…. Interviewer: ‘Is this Naomi Klein?’ Paul: ‘Not really- that was quite niche. It’s more the natural aversion to all things marketing ….. – it’s the kind of Bill Hicks thing ‘-if you work in marketing – kill yourself now’ …I think its more that ‘day-to-day’ rejection of ‘all things marketing’.. ….People think you can’t be a charity & a brand …& of course from my point of view you can …’ Underlying Legitimacy of NGO’s - quotes Emily: ‘I think a huge challenge is going to be the Aid Debate – how we react to it & how we deal with – I don’t think we’re reacting to it in the right way – we’re reacting on a case by case basis rather than looking at the critique on aid in general …I’m not involved in this at the Head office level but from I do know -we aren’t having a big debate on this – the Aid Question is a very very difficult & complex question…We need to come out much more strongly on our own limitations. We need to have a much more honest conversation with the public?’ Interviewer : ‘Do you think the public is able for the honest version of the conversation?’ Emily :‘I’m not sure……’ Underlying Legitimacy of NGO’s - quotes Daniel : ‘ I wouldn’t shy away from any journalist or academic on any question – we have an open policy …feel free to criticize – ‘come and get it’ -…… …..Culturally making more of a failure is still something that makes people uncomfortable – I personally think making a real cock-up on a project is great because you can really learn from it - it shouldn’t be swept under the carpet – it’s all right we need to be able to get things wrong and I personally think it can be perfectly acceptable to get things wrong and as an organization – getting things wrong – we need to take ‘the fail’ out of failure…’ Discussion – Key Themes • Complexity of factors within an NGO brand – the ‘heuristic’ can have value as long as it is not mis-leading • Potential for brand to unite & integrate stakeholders if it can articulate ‘common purpose’. • Brands & branding are not fully integrated into NGO culture – need dialogue with internal stakeholders? – Possibly ‘re-named’ but this challenge isn’t about labelling but about meaning, context & purpose? • NGO ‘legitimacy’ under attack – where does this leave the role of brands? – – – – Irrelevant? Distracting? Defending? Amplifying? Towards a Theory of Integrated Branding for NGO’s • Interconnected Psychological Contracts • Shared Purpose • Anchored in Moral Capital – (Versus financial, cultural or even social capital) • With Recipient’s Well Being as Centre of Gravity • Emergent, Dialogical & ‘Always in Beta’ • A Crucible for Shared Transformation Study 2 – Design & Theory • A laboratory psychological experiment with general public (n= 238) exploring (i) the role of framing appeals as Crisis versus Development, & dispositional aspects (e.g Just World) on intention to support ‘People Aid’ & (ii) estimates of the public on Irish government expenditure on Aid. • Key Theoretical Frameworks – Two-system decision-making (Loewenstein & Small, 2007, Kahneman & Frederick, 2005, 2002) – Framing (Lakoff, 2008, 2003) – Positive Psychology (Anderson, 2003) & Just World Theory (Lerner, 1980) – Anchoring & Heuristics (Tverksy & Kahneman, 1974, Thaler & Sunstein, 2011) Epstein, 2006 Complex Balancing Act - Donor Motivations ‘Straw Man’ High Emotion ‘Smash & Grab’ Low Deliberation High Deliberation Tin Man ‘Sermon from the Mount’ Low Emotion Lowenstein & Small - 2007 Study 2 – Research Questions 1. What effect does ‘framing’ appeals as crisis /development or ‘emotional /deliberation’ have on (i) intention to support & (ii) actual donation to mythical overseas charity ‘People Aid’? 2. What effect do dispositional variables (e.g happiness, just world, self-control, religion) have on (i) intention to support & (ii) actual support to ‘People Aid’? 3. What is the public’s estimate of the % of government expenditure being spend on overseas aid? Study 2 - Experiment Design Base-line Measures* Independent Variables** Dependent Variables Demographics, including current charitable giving Brief Measure of Self Control , Just World Measures, Hope for Just world, Efficacy for Just World, Ideal NGO on Key Dimensions 4 x different pieces of print communication designed to get donor support for ‘People –Aid’ (mythical NGO) (a) Exploring ‘WHAT’ we promote : Crisis vs. Development (e.g Hunger crisis versus farming education) (b) Exploring HOW we promote it :’ Sympathy’ vs. ‘Deliberation’ Claimed Support -To donate now -Donate over time -Volunteer now -Volunteer overtime -Advocacy etc Actual SupportNOW -Give money – 1 euro in 20 cents -Give envelope – no pressure -Collect * See actual scales in Appendix. ** Between subjects due to large sample size. Estimate of Government Expenditure on Overseas Aid - Open question Short Term Aid This child is hungry. This child is hungry. For less than the cost of a restaurant meal for two in Ireland, Due to short-term severe famine, she and her family can be given enough food for a month she and her family are suffering and need to be given food for the next month Sympathy Deliberation This child is hungry. This child is hungry. For less than the cost of a restaurant meal for two in Ireland, Due to long-term chronic famine, she and her family can be taught to produce food more effectively. she and her family are suffering and need to learn how to produce food more effectively Long Term Development This child is hungry. Due to short-term severe famine, she and her family are suffering and need to be given food for the next month Support PEOPLE AID – Let’s make a real difference Ideal NGO on Key Dimensions? If you were designing the ideal charity from your own point of view and preferences would you want it to be : Helping people in emergencies /crisis – e.g the tsunami Helping people to help themselves over time – e.g education support /funding Helping people in Ireland Helping the World’s poorest A charity which is passionate about what they do A charity which is professional in how they work A charity everyone knows A charity that I know well An Irish charity khand@indigo.ie , +353872243064 An charity Based in the Country which is being helped Hope versus Efficacy in Just World • Efficacy (a belief that change is possible) has been shown to be a key factor in making change (Bandura) • In social marketing, people only adopt healthy behaviours when they believe it is both desirable and possible • Bonniface & Henley found people support environmental activism when they believe it is worthy and feasible. • Moyhidenni & Montada found people support job support schemes for unemployed when they find the people worthy and the programme effective. Study 2 – Research Findings 1. There was no significant difference in Intention to Support or Actual donation to People Aid, linked with different framing appeals 2. There was a significant difference linked with Just World Efficacy (r = .234)) to Intention to Support People Aid 3. This intention doesn’t carry through to actual donation in a wider ‘choice architecture’ of People Aid versus other charity/self/science, people choose REAL options 4. The public estimate of % of government expenditure spent on aid is largely inaccurate – a 25-percentile at 0.7%, a 50-percentile at 3.0% & a 75-percentile at 5.0% Discussion – Key Themes • People make their support decisions on a holistic evaluation of the worthiness of a pro-social cause • The one factor that determined support of People Aid was the belief that it was possible (not merely desirable) to tackle world poverty • It may be difficult for people to feel ‘moved’ by hypothetical charities • The ultimate ‘hollow’ brand? • Support for the fact that people are not acurately aware of the actual levels of Irish government aid Study 3 – Research Design & Theory • Study 3 – a naturalistic experiment with general public (n = 3459) via text exploring (i) relationship between social capital variables (kind deeds done/received), dispositional variables (happiness) & situational variables (fairness) & (ii) relationship between feedback (‘minimal meaning’) & participation rates in the experiment • Theoretical Frameworks – – – – Putnam (2000) – social capital Anderson (2003) – positive psychology & altruism Batson (1991) social psychology & altruism Ariely (2009) feedback as ‘minimal’ meaning Background 1. Behavioural economic evidence that ‘kind deeds’ can be habit –forming (Rachlin & Locey) 2. Positive psychology evidence that health, happiness, optimism and kindness can be mutually re-inforcing – ‘Broaden and Build’ hypothesis (Frederickson, 2006) 3. Framing evidence that collective identity and societal context can affect altruism 4. Behavioural economic studies (Ariely et al) that treating volunteers with respect can increase their ‘voluntary’ /unpaid engagement with tasks National Happiness Experiment - Design Week 1 Happiness Satisfaction Environment County Weather Referendum Social Norms Fairness Accountability Identity Pride 24 Hour contact Relationships Parents Grandparents 24 hour contact Kind Deeds Behaviour Voting Kind Deeds Thoughts & Personality Religion Health Good/Bad Things Optimism Genes Health RANDOM FEEDBACK Week 2 Week 3 Week 4 Week 5 Week 6 Study 3 - Research Questions 1. What is the relationship between past social capital variables (kind deed done/received) & intended social capital variables (to do /ask for kindness)? 2. How are social capital variables linked to dispositional variables? (e.g happiness , satisfaction)? 3. How are social capital variables linked to situational variables? (e.g fairness, accountability/national identity/pride? 4. What is the relationship between randomised feedback on the average happiness level in the experiment (results/progress) & on-going participation in the experiment? Study 3 – Key Findings - Update 1. There are significant correlations between kindness experienced and kindness potential Strong r = .645 between kinds deeds done/received & small r = .249 between likely to do /ask for kindness 2. There are small significant correlations (r< .3) between both kindness experienced and kindness potential & individual happiness & satisfaction 3. There were significant contributions from Societal Fairness and Optimism about Ireland with kindness potential 4. The random experiment with feedback on ‘results’ significantly increased the participation rates in each week (e.g week 2 to week 3 – 80% (no feedback) versus 95 % (with feedback) • This significant difference was replicated every week Effect of randomised results feedback on participation levels in experiment 90 80 70 60 50 Participation Levels 40 30 20 10 0 Any Feedback No Feedback Discussion – Key Themes • Overall support for a multi-level framework to explain and increase altruism • Support for the Broaden and Build hypothesis at an individual level to increase kind deeds • Support for importance of collective ‘frames’ to also increase kind deeds • Strong support for the relationship between transparent feedback in increasing voluntary engagement with pro-social initiative Overall Findings from Research • Importance of shared purpose to connect stakeholders, anchored in recipient well-being • Importance of moral capital in what you do, how you do it and how you evaluate /learn • Actions and accountability (behaviour) trump slogans and image (pseudo –communication) • Importance of reality and efficacy to motivate support • Importance of radical transparency to boost voluntary engagement • Importance of shared sacrifice – especially of organisation versus pro-social goal – This is a critical difference vs. for-profits • Importance of societal frames (fairness and collective identity) to ‘nudge’ altruism Pro-Social – Brand as Circular Behaviour Understanding) Evalua&ng) Social'Purpose' Ac&ng) Rela&ng) Implications for Pro-Social Brands • Brand needs to focus on shared purpose to unite all stakeholders • Shared purpose needs to be anchored in recipient wellbeing • Brand needs action and accountability to build and accumulate moral capital • Slogans and imagery follow behaviour – they cannot substitute it • The organisation serves the goal rather than the goal serving the organisation • Courage, Transparency and Sacrifice are ‘costly’ behaviours which will build trust and moral capital. Pro-Social: Brand as Shared Sacrifice Moral Agency Recipient Well-being Shared Sacrifice Radical Transparency Collective Efficacy Pro-Social – Across the Continuum Public Goods Private Goods Shared Sacrifice (Sandel 2012) Shared Value (Porter& Kranmer, 2011) Pragmatism Altruism Social Enterprise Social Purpose Stakeholder Culture Altruist ‘Doing Good’ Moralist Instrumentalist Personal Motivation Trade-Off Commercial Enterprise Corporate Egoist Agency ‘Doing Well’ More Research • More case studies to explore and develop this framework for pro-social branding – Foundations, Religions, Shared Value, Tragic Gaps • More multi-level experimental research which builds in social networks to understand what promotes and prevents altruism – Role of betrayal, tall poppy syndrome, fallen angels • More integration across economics, psychology, social and religious studies to build more integrated models to galvanise pro-social change. Audience Observations Thank You The Role of Brands as Frames for Engagement in Meeting Pro-Social Goals A Presentation to Philanthropy Ireland PhD Candidate: Karen Hand School of Psychology , Centre for Global Health, Trinity College, Dublin. Ray Murphy Memorial Scholar Supervisors: Prof. Malcolm MacLachlan Trinity College Dublin, Ireland & Prof. Stuart Carr, Poverty Research Group, Massey. New Zealand. Contact : Karen @ +353872243064 or karenhand9@gmail.com