Blog

The secret to crushing it with activation

Why cross-functional connections are essential to take your work to the next level.

People collaborating on a whiteboard
People collaborating on a whiteboard

Beth Simon

15 November 2023

5 min read

 

Brands can turn research and insights into meaningful action through better activation. Successful activation starts with aligning stakeholders early, taking a 360° view of the business and audience, and designing insights with clear action in mind. The result is a more effective bridge between what an organisation learns and what it actually does—helping teams turn insight into impact.

 

Your next research project is ready to roll. You’ve thought about the business challenge,  gathered relevant background information and identified knowledge gaps. You have pretty clear thoughts about what you want to end up with at the end of your project, assembled a team and are ready for kick-off. But, are you truly ready?

While you’ve explored various, crucial aspects of your project, writing a thorough brief is only the beginning. To create impactful work with long-tail influence and reach – work that truly deserves your time, budget, and effort – you need more than just a thorough plan. It requires having an activation mindset, grounded in cross-functional alignment – only then can you bridge what we label as the activation-alignment gap. This gap occurs when we launch into projects without pausing to first take a wider organisational view for every phase of the workstream. In this blog, we share three take-aways to avoid this gap.

 

1. Prioritise stakeholder involvement from the start

Organisations are living, breathing networks of people, each with their own charge, circle of influence and priorities. Getting perspective from the right mix of project stakeholders is important. But when these perspectives are added to the picture too late, project owners might cave to the pressure to add ‘just one more thing’ to the list of objectives. And before they know it, that crystal clear goal from the brief is more like a murky notion.

OK, but does that really matter? Yes.

When a project has too many objectives or is too broad in scope, it’s impossible to keep the work on target and hit the mark. So even if you start out with a clearly defined business problem to solve, without proactive declaration of the project’s true north star and firm management to adhere to it, a lack of prioritisation sneaks up on you, effort becomes diluted, and progress stalls.

The trick is to think organisationally before the brief is final. Consider: Who’s invested in this work? Who’s affected by it? What are their needs and priorities? How will they stand to benefit if we succeed in our project mission? What’s on the line if we fail? What is the very next thing we want them to do because of this work?

The number and type of stakeholders to involve will vary based on your answers to these questions along with considerations like budget and timeline. There are no one-size-fits-all answers here – the key is to be thoughtful about stakeholders up front for smooth sailing ahead.

 

2. Embrace a 360° view during project set-up

Most organisations are demanding more from their insights, product, strategy, and brand professionals than ever before. While these people are often specialists – highly knowledgeable and skilled in one specific area of the business – they are expected to apply a holistic approach to problem-solving, leading initiatives that reach well beyond their knowledge base.

It can be difficult to navigate through complex initiatives like this. There are a lot of voices from across the organisation articulating their needs, all using different terminology, metrics, and department-specific definitions. Some project owners will be tempted to forge ahead without considering alternative perspectives or input from other teams. They risk finding out too late that the work is off target, failing to be genuinely useful to those who need it. Others might do quite the opposite; they take in a ton of information, but then struggle to distil it down to what matters. This results in a state of overwhelm from trying to tackle too many topics and perspectives.

The key is to carefully think about the business problem from different angles when setting up and organising a project. Not only taking a consumer perspective, but also considering the business reality, the competitive landscape and even trends. Consider: What does this situation look like from the consumer’s standpoint? Do we understand how to deliver on their needs better than anyone else? What’s happening within the boundaries of our business that might influence the choices we make to solve this problem? How will our choices affect operations, marketing, sales strategies, or other aspects of the business? What are the marketplace trends in this space that we need to know and anticipate or act upon in our strategy?

 

3. Pave the way for action

As project owners embrace an activation mindset, they expect their audiences not only to absorb the provided information, but to actively apply it in their work. Unfortunately, what feels actionable to the project owner might not feel that way to their audience. An otherwise well-considered asset might end up gathering dust on the shelf or on the server and become stale before it’s acted upon. While some people may read it or attend a presentation, there’s often a disconnect between insights and action that hinders any next steps.

The trick is to empower your audiences to act upon insights by moving beyond simply educating them to creating a blueprint for action. And that starts with aligning your project to your audience from the start. Consider: Who is our primary audience? Secondary audiences? What do they need to know? What do we want them to do as a result of this work right away? As part of a longer-term play?

Design your work with these considerations in mind, then select the most critical take-aways and package them in a way that is digestible, removing the burden of “what should I do now?”

Remember, activation means taking what we know and turning it into what we do. Your job as the project owner is to pave the way for action. Hosting a cross-functional collaboration session is an effective way to form a collective point of view, build strategies, and implement plans.

 

So go ahead, build that brief, only better

The next time you’re getting ready to kick-off an insights-driven project, pause for a moment to consider your own potential activation-alignment gaps.

By bringing together the right blend of perspective at the right time, considering the needs of your audience and creating a blueprint for action, you will get more mileage from the time and budget spent on your project. And that is what we mean by crushing it with activation.

 

 

FAQs

What is activation in marketing and insights?

Activation is the process of turning research, insights and strategy into tangible action. It helps organisations move beyond understanding their audience to making informed decisions and creating meaningful change.

Why is activation important?

Activation ensures that valuable research and insights actually influence business decisions. Without effective activation, even strong insights can remain unused or fail to create meaningful impact.

How can you improve activation?

Start by involving key stakeholders early, understanding the needs of different audiences, taking a broad view of the business challenge and designing outputs around the actions you want people to take.

How do you turn consumer insights into action?

Translate insights into clear implications and specific actions for the people who need to use them. This means connecting consumer understanding to business priorities and making the findings easy to understand and apply.

Who should be involved in the activation process?

Activation works best when it involves the people who influence, use or are affected by the research. Bringing stakeholders in early helps create alignment, build ownership and increase the likelihood that insights will be acted upon.

Ready to crush it with activation?