Speaking truth to power: how insight can shape strategy Rob George Head of Supporter Insight and Systems RSPB Charitable objects • Is the purpose of your charity to deliver against a cause? • Do you need support in order to deliver against that cause? • Do you expect the need for your charity’s work to increase in the future? – RSPB: Yes, yes and yes. Aim to double net income and double the rate of growth in unrestricted core income by 2020/21 Planning horizons: an example • Do you expect to see a need to grow income into the future? • To what extent are you dependent on income from legacies? – RSPB: c. 30% • Do you foresee a need to grow legacy income ahead of the natural rate in the future? • How far in advance of payback do you need to start legacy campaigns? – 10 years? • Do you know precisely what form a legacy campaign should take? – Above the Line / Brand execution Differing horizons • Are there any income sources for which the planning horizon is less than 18 months? • Are there any income streams and campaigns that would not benefit from Insight (qualitative, quantitative, demographic analysis, proposition testing, market intelligence, PESTEL etc.)? • No, and no The further forward you look, the broader your research programme Strategic 3 years 6 months Tactical 10 years And the more unfamiliar the insight will seem What’s so funny? “Good evening, Daphne.” The Outside-In Review • Set research in the context of future growth: the need for long-term sustainable support. • Took into consideration the research objectives of over 100 colleagues (through interviews). • Was hugely comprehensive and referenced in the style of a doctoral thesis. • Was written up by a team (cross-departmental and beyond) and presented at a number of workshops before the final draft was confirmed. Market Research Historical Review Library Searches Conclusions Case Studies Statistical Analysis PESTEL And another thing ... • You can’t tell everyone everything • You have to summarize • Which means giving an impressionistic final report • Summaries can be challenged for validity What happened next • The RSPB’s last strategy was driven by numbers: we will deliver x conservation outcomes; y supporters; z money. • We have just started the internal roadshow to launch the next strategy. • It is all about persuasion, perception change, reframing the RSPB and its cause through a full re-alignment of spend and content in support of aspirational conservation outcomes.