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Selection Criteria for Public Relations Agencies
A healthy relationship with a PR firm begins before the contract is inked. Consider the following steps to select the firm best suited for your needs.

1) Send a letter to request a proposal, specifying deliverables (written proposal and oral presentation? timing; length); scope of relationship, offices involved, budget considerations.

2) Provide an overview of your organization - key decision-makers; marketing communications staff involved in evaluations; primary liaison with the firm.

3) Note your top criteria for evaluating agencies. Examples:

  • Right People
  • Industry Expertise
  • Media Relations Success (specific types of media)
  • Program Implementation/Measurement
4) Ask specific questions for each of these criteria:
  • Right People
    • Request bios of account team, including senior counsel and day-to-day account manager
    • Ask: "What percentage of each person's time would be devoted to My Company?"
    • Find out why certain people are selected for My Company's team

  • Industry Expertise
    • Look for demonstrated knowledge of products; industry challenges; business approach
    • Review relevant case study
    • Ask: "What media do you think should be in our top tier? Why?"
    • Secure writing examples (news releases, press kits, byline articles, white papers, etc.)

  • Media Relations Success (specific types of media)
    • Ask for "how-we-did-it" case studies of successful media placements (objective, pitch, reporter relationships, business outcomes)
    • Define media training capabilities
    • Learn process for identifying media opportunities
    • Ask about "Behind the scenes" media pitching approach - "How do you interest a reporter in a story if we can't reference customers?"
    • Learn spokesperson preparation approach (for every interview)
    • Ask for relevant reporter relationships -- scope and depth -"Who do you contact regularly and why?"

  • Program Implementation/Measurement
    • Learn account structure to service all offices, worldwide
    • Ask for approach for deploying consistent strategy across all regions, e.g. "How do your teams collaborate?"
    • What other services can they offer? (graphic design, investor relations, analyst relations, etc.)
    • Who is responsible for account team work?
    • How are communications managed between the account team and My Company's contact?
    • How/when is account activity reported?

5) Discuss Deliverables - Mention your expectations for first three to six months (list a few, i.e. initiated relationships with 10 most influential reporters; generated exposure for five significant customers; perceived as subject matter experts in three areas; achieved media placements in xxxxx; etc.; conducted analyst briefings with xx groups; etc.)
"What's your approach for meeting these expectations?"
"What outcomes can we expect?"

6) Cover Administrative Details - Learn:
  • Conflicts of interest
  • What is your fee structure?
  • What is your invoice cycle?
  • Do you mark up expenses? (copies, deliveries, phone, vendors, etc.)
  • How do you handle inter-office billing?
  • References?

Following the presentation, ask yourself these questions:

Culture Fit:
Does the agency demonstrate an awareness of cultural/organizational issues at My Company?

Action vs. Strategy:

  • Did the agency manage our expectations by telling us what the biggest obstacles would be to getting prime media placements?
  • Did they explain our greatest opportunities?
  • Did they demonstrate enthusiasm for "our story"?
  • Did they leave us with the feeling that they're ready to roll?

 

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