A presentation to the US Institute of Medicine's Food Forum workshop on food literacy on 4 September 2015. We need to think about solving for the micro-macro problem when designing programs. This means using diffusion of innovation theory and research to segment and characterize population groups and direct address the innovation chasm in program design in order to have successful programs 'at scale.' New research methods are needed to overcome depth deficits and the say-mean gap. One approach is to learn from positive deviants (or innovators) - people who have already adopted 'food literate' behaviors. These insights then need to be transformed into webs of change that focus on making change observable (estimates are that 90% of of what people learn is through watching others), intervening with social networks, and being sure to connect across the innovation chasm the early adopters with the early majority. One person's experience with eating on $4.20/day (the SNAP challenge) is explored to show how new insights and discovery can be made regarding these behaviors. Social marketing is then used to design and implement programs at scale, and a summary of lessons learned from social marketing research on improving nutrition lays out guide rails for program design. Finally, marketing means expanding from 1P approaches, whether they are Place-based or Promotion ones, and food literacy programs need to make science practice-based - that is, grounded in people's realities, their needs, problems to solve and dreams.
Marketing to Expand the Practice of Behaviors Associated with Food Literacy
1. Marketing to Expand the Practice
of Behaviors Associated with Food
Literacy
R. Craig Lefebvre, PhD
Lead Change Designer, Center for Communication
Science
RTI International
@chiefmaven
Institute of Medicine’s Food Forum. Workshop on Food Literacy:
How do communications and marketing impact consumer knowledge,
skills, and behavior? 4 September 15, Washington, DC.
3. The Micro-Macro Problem
Our desire to achieve macro
outcomes, ones that involve
changes among large
numbers of people, or in
society as a whole, are driven
by the micro actions of
individuals.
Changes at different levels of
organization are emergent,
not simply an adding up of the
components.
“Social change programs need to
consider more than one scale of
reality at a time.”
5. Characteristics of Segments
Innovators Early Adopters Early Majority Late Majority Laggards
Venturesome Respect Deliberate Skeptical Traditional
High tolerance
of risk
Opinion leaders Very local
perspective
Sensitive to
peer pressure
and norms
The
traditionalists –
tried and true
Fascinated with
novelty
Well-connected
socially and
locally
Very engaged in
peer networks
Cautious Keepers of the
wisdom
Willingness to
travel to learn
Resources and
risk tolerance to
try new things
Rely on
personal
familiarity
before adoption
Usually scarce
resources
Near isolates in
their social
networks
Seen as
mavericks, not
opinion leaders
Self-conscious
experimenters
How does this
help me?
Minimize
uncertainty of
outcomes
Suspicious of
innovation and
change agents
Social networks
transcend
geographic
boundaries
They are
watched by
others – and
they know it
Want to see the
proof locally
Adoption will not
fail
6. Attributes of Food Literacy
Behaviors
How is this better than
what
I currently do?
How is it relevant to the
way I go about my
everyday life?
Is it simple enough for
me
to do?
Can I try it first?
Can I watch others and
see what happens to
them when they do it?
8. Research Objectives in Social
Marketing Program Development
Understanding who the
important or priority groups
are.
Developing insight into
each one of them.
Understanding their
motivations and the value
current or proposed
behaviors might create for
them.
Generating possible
solutions to meeting needs,
solving problems or
achieving dreams.
9. The Depth Deficit
What people tell us in focus
groups and interviews is not the
same as their thoughts and
experiences.
There is a great gap between the
way consumers experience and
think about their world and the
methods most researchers use to
collect this information.
We need to assess the emotional
as well as the rational or
functional value people place on
specific products, services and
behaviors.
10. The Say-Mean Gap
We need to use research
methods that allow people to
tap into their unconscious
processes.
We need to understand shared
mental models.
We need to tap into the stories,
archetypes, and core
metaphors people use to create
memories and coherent
meanings about food, the
organizations we represent, and
the behaviors we want them to
change or adopt.
15. Social Networks Frame the Opportunities and
Constraints for Change
Social
Networks
Opinion
leaders
Groups
Adding or
removing
members
Bridging
groups
Rewiring
groups
Network
weaving
16. Adolescent Obesity and Social
Networks
Intervene with the family
system, rather than with
the individual.
Tailor family-based
interventions to the
structure of the family.
Design support
mechanisms for parents
and adult family
members on the basis of
their social ties within the
community.
Use peer networks to
encourage increased
physical activity.
Source: Koehly LM, Loscalzo A. (2009). Adolescent obesity and social networks. Preventing Chronic Disease;
6(3):A99
17. Learning is a Social Process
[and the 1% Rule]
Modeling: People learn from what they see others doing
and observing the consequences of those actions.
20. Designing products, services and
behaviors that fit people’s reality
Eating Well on $4.30 a Day
Our columnist lives for six weeks as if he is on
the Supplemental Nutrition Assistance
Program, and learns something he didn't
expect.
Brett Arends, The Wall Street Journal
14 December 2013
Eating reasonably well on $4.30 a day turned out to be a bit
like a Rubik's Cube puzzle: It seemed impossible until I
worked out the trick. Then it became surprisingly
manageable, if monotonous.
21. Positioning Behavior Change
What relevant behavior can
we ask people to engage in
rather than the one they are
currently doing?
How can we make this
behavior more
compelling, relevant, and
potentially more valuable
to people
when they practice it, in
comparison to the
alternatives?
22. Brett’s Tricks
I didn't eat out.
I didn't eat any packaged or
processed foods.
I didn't try to live on energy
bars.
I avoided cheap carbohydrates,
like white bread and noodles.
I abandoned buying coffee out.
For my caffeine needs I carried
tea bags instead.
24. Brett’s Costs
Peanuts and peanut butter
(which cost around $2.50 a
pound).
Eggs (20 cents each).
Pulses or legumes, like split
peas and lentils, which can
cost not much more than $1
a pound.
I rarely ate meats or fish.
They were too expensive.
Milk is expensive, but I had
a cup—about 25 cents—a
day.
Healthy carbohydrates:
oatmeal, whole-wheat pasta,
brown rice, baked potatoes
and sweet potatoes, and
whole-wheat bread - which I
made at home and cost a
little more than $1 for a 1½-
pound loaf.
I ate plenty of bananas
(sometimes just 20 cents
each), and I bought frozen
peas, corn and other mixed
vegetables for around $1.30
a pound.
I took a cheap multivitamin a
day.
25. Creating equitable opportunities and
access
Where can we locate a service,
distribute a product, or create
opportunities for members of
our priority group to engage in
healthier behaviors?
26. Where Did Brett Go?
I took the subway to
the bigger
supermarkets.
And I hunted
aggressively for
deals.
What's on sale is
what's on the menu. I
found the food aisles
at downtown
drugstores
sometimes had
surprisingly good
deals.
29. Brett’s Message
My experience has changed how I eat. I am amazed at
how cheaply one can eat well—and mortified at how much
I have spent needlessly over the years. I suspect I am not
alone.
30. Keys to increasing healthy eating
behaviors using social marketing
Behavioral objective Evaluate healthy eating using multiple behaviors
Tackle single behaviors serially over time
Audience
segmentation
Identify different groups
Serve each group with a unique solution
Formative research Conduct formative research
Research must be consumer oriented
Exchange Offer salient benefits – short-term benefits can be more
salient than long-term benefits
Consider trials, rewards and prizes to stimulate trial and
repeated behavior
Marketing mix Move beyond communication – interventions must be
multifaceted (e.g. more than promotion and
communication)
Efforts need to be directed at initiating new behavior and
encouraging repeat behavior
Competition Undertake competitive analysis
Know your direct and indirect competition
31. Other Options
“Relatively few residents in the intervention neighborhood in
our study adopted the new supermarket as their main food
store. This indicates that simply providing new food retail
stores is insufficient to encourage the adoption of the new
stores as residents’ main food stores. Complementary
initiatives to encourage the adoption of the new stores are
therefore required.” (Cummins, Flint & Matthews, 2014).
“Concurrent availability of and access to key services and
products are crucial to persuade individuals motivated by
media messages to act on them.” (Wakefield, Loken, & Hornik,
(2010).
“We conclude from this review that applied health sciences
research would have a much enhanced probability of
influencing policy, professional practice, and public responses
if it turned the question around from how can we make practice
more science based to how can we make science more
practice-based?” (Green, Ottoson, Garcia & Hiatt, 2009).
32. Resources
Carins JE, Rundle-Thiele SR. (2013). Eating for the better: A
social marketing review (2000-2012). Public Health Nutrition;
28:1-12.
Cummins, S., Flint, E. & Matthews, S.A. (2014). New
neighborhood grocery store increased awareness of food
access but did not alter dietary habits or obesity. Health Affairs;
33:283-291.
Green, L.W., Ottoson, J.M., Garcia, C. & Hiatt, R.A. (2009).
Diffusion theory and knowledge dissemination, utilization, and
integration in public health. Annual Review of Public Health;
30:151-174.
Lefebvre, R.C. & Bornkessel, A. (2013). Digital social networks
and health. Circulation; 127:1829-1836.
Snyder, L. (2007). Health communication campaigns and their
impact on behavior. Journal of Nutrition Education and
Behavior; 39(Suppl.):S32–S40.
Valente, T.W. (2013). Network interventions. Science;337:49–
53.
van Mierlo T. (2014). The 1% Rule in Four Digital Health Social
Networks: An Observational Study. Journal of Medical Internet
Research; 16(2):e33 URL: http://www.jmir.org/2014/2/e33/
doi:10.2196/jmir.2966
Wakefield, M. A., Loken, B., & Hornik, R. (2010). Use of mass
media campaigns to change health behaviour. Lancet;
376:1261–1271.
Editor's Notes
Diffusion of innovations should be a major set of theoretical tools for social marketing programs that are looking to change behavior at scale, or at a population level. The strength of this model is that it focuses on population adoption of new behaviors, not just individual determinants.
The yellow curve illustrates the prototypical S-shaped diffusion process in a population. You should note that this diffusion curve has been validated in thousands of studies looking at all types of behavior adoption. It begins with slow adoption among people in the population known as Innovators and Early Adopters, accelerates rapidly when about 20% of the population began to engage in the behavior, and then slows down as the new behavior is introduced to Laggards, or what many of us referred to as Traditionalists.
The blue curve is the population distribution of each of the 5 major segments in a diffusion model. In the next slide we will look at some of their characteristics.
This slide has some of the exemplary characteristics of each of the innovation segments: innovators, early adopters, early majority, the late majority, and laggards. I have highlighted in yellow what I consider to be useful psychographic ”handles” for each of these groups; quick ways to think about the view they have the world and how they will view your ideas and program.
So we find innovators to be very venturesome and actively seeking out new ideas. Early adopters who are the opinion leaders in any neighborhood or community and have the respect of most of their peers. The early majority who are very deliberate in evaluating and deciding on whether to engage in new behaviors, or adopt new programs, and who are the people asking the WIIFM question - what's in it for me?
The late majority are the skeptics, the people who are very cautious, want to minimize any negative consequences for changing their behavior, and were also quite sensitive to peer pressure and social norms. They want things that are familiar and can be almost certain of having positive experience as a result. By now you may be getting the idea that each of the segments would deserve a very different approach from a social marketing program.
And finally, the Traditionalists I think of as the “keepers of the wisdom” and invested in maintaining the status quo, or tried-and-true. Note that these people are not well integrated into social networks which makes them difficult to influence, especially given their suspiciousness of innovation and change agents. They are not impervious to change, but they need to see everyone around them doing something differently, unanimously experiencing positive results from it, and also can fit it into their traditional ways-or at least not venture too far away from them.
The diffusion of innovations model suggests 5 important questions we need to consider from a prospective adopter's point-of-view when conducting research and design programs.
If you are asking me to change my behavior, how is it going to be better than what I currently do (and don't try and sell me long-term benefits, talk to me about today, maybe tomorrow).
Is this new behavior relevant to how I go about living my everyday life? Do you really expect me to upend my life in order to do what you think is important and will keep me healthy?
Is what you're asking me to do simple enough? The more time I need to invest in learning about why I should do this, or how to do all the things you're asking me to do, the more likely you are to lose me.
Could I just try this behavior on for size, rather than having to commit to a long-term relationship with it? Where are the places and opportunities to engage in the behavior with no public commitments to continue doing so?
And show me other people doing it and what happens to them, how did they find value in the new behavior? Even better, I'd like to talk with them and hear it in their own words.
See text pp. 160-162.
Image from Banksy – Zebra washing. “Time to wash the stripes of research to understand and empathize with people.”
Roberts’s point, and one that is echoed by many others involved in consumer research, is that developing insights into how consumers think about the problems and puzzles we have identified leads to more effective behavior change programs and socially beneficial products and services. which questions are posed to participants, but rather from interactive sessions where consumer-collaborators can make an immediate difference in the way we design, produce, and distribute our value propositions in all their various forms. (pp.189-190).
See text, p. 416
“The more powerful position that organizations can take to exploit the features of social media is to become collaborators, conveners, facilitators, brokers,
and network weavers. By collaborators, I mean that they work inside what others have created, such as existing blogs and social network sites (SNS), or they create platforms for group participation from the beginning. Conveners use social media to bring people of common purpose together to get things done—rather than simply substituting computer-mediated meetings for in-person ones, as the burgeoning webinars do.
Becoming a broker means becoming a dynamic resource center—not a place where people go to check out job posts, download toolkits, and consider case studies but where people can, among other things, exchange advice and information, solicit creative work, comment on works in progress, and allow agencies to see who outside the usual networks might have the ways and means to reach priority groups.
Using social media means embracing the idea that the world is fundamentally composed of social networks; social media create a world of distributed networks, where anyone can be a producer and distributor of information.
And finally, agencies and organizations need to think about themselves as network weavers—pulling together diverse and isolated groups working on the
same problem who do not have the connectors, or bridges, to bring them into contact with one another. Creating a collaborative platform does not mean
moving all the usual suspects onto it; it should instead become a way to engage local organizations, advocates, and other affected groups in the effort.”
Image; http://www.flickr.com/photos/ecstaticist/1340787730/sizes/z/in/photostream/
Image Source: K. Lewis, J. Kaufman, M. Gonzalez, A. Wimmer, and N.A. Christakis, “Tastes, Ties, and Time: A New (Cultural, Multiplex, and Longitudinal) Social Network Dataset Using Facebook.com,” Social Networks 2008; 30: 330-342.
The 1% rule validated in digital health social networks. - Lurkers, Contributors and Superusers.
four long-standing DHSNs: the AlcoholHelpCenter, DepressionCenter, PanicCenter, and StopSmokingCenter sites.
van Mierlo T
The 1% Rule in Four Digital Health Social Networks: An Observational Study
J Med Internet Res 2014;16(2):e33
URL: http://www.jmir.org/2014/2/e33/
doi:10.2196/jmir.2966
PMID:24496109
And finally, as we think about the impact of new technologies such as social media and mobile phones and other wireless devices, we should be looking at these technologies as ways to expand the scope and capacity for people to learn. It is no longer necessary for people to directly observe models to learn new behaviors, and the introduction of television certainly expanded the number and types of models of various behaviors to a large audience. In this day and age, the power of new media to enhance learning, whether it is for better or worse, is something all social marketers need to keep in mind as they conduct their research and design their programs.
Now would you explain “reduce your salt intake” to someone who eats like this?
Ambuyat, a traditional Bruneian traditional meal- http://www.flickr.com/photos/whltravel/7591058246/
We must understand not only what people find beneficial about our offerings but also how they view the competitive offerings, whether these are other behaviors they can engage in or other products and services they can use. Then we can see, from these people’s point of view, whether and how our offerings can be more valued than the ones offered by the competition. In terms of planning behavior change programs, the challenge of positioning comes down to answering these questions:
What relevant behavior can we ask people to engage in rather than the one they are currently doing or the alternative ones suggested by other people, organizations, and social or cultural norms?
How can we make this behavior more compelling, relevant, and potentially more valuable to people when they practice it, in comparison to the other alternatives?
In general, a positioning statement might take this form: “We want [our priority group] to see [the desired behavior] as [descriptive phrase] and as more important and valuable to them than [the competitive behavior or point of differentiation].” An example of a positioning statement comes from the VERB™ campaign, which addresses twelve- to thirteen-year-old tweens: “We want tweens to see regular physical activity as something that is cool and fun and better than
just sitting around and watching TV or playing video games all the time.”
What seems like a straightforward exercise, especially given the simplicity of the statement we want to end up with, is often not approached with the level of analysis and thought that it demands. If choosing a priority group is the first
critical decision in developing a social marketing program, the positioning statement is the second critical one. Positioning, when done well, is the DNA of the marketing plan—it should be expressed in every activity the program planners subsequently develop. It is based on a thorough understanding of the competitive landscape, whether our offerings are behaviors, products, or services. Positioning involves understanding the exact need people are searching to meet, the exact problem they are trying to solve, or the exact aspiration they have for themselves or others (for example, their children, their group or organization, or their constituents).
Notes:
Energy refers to the physical and psychological expenditure of energy – such as in overcoming the status quo bias (see photo)
Geographical costs typically involve time/distance – Place decisions almost always have cost implications.
Opportunity costs are the benefits not experienced if one had selected to do something else
The United Nations has declared 2016, the UN International Year of Pulses
Place is not a message distribution or channel issue.
It is a location where people can engage in the target behavior and/or access the product or service.
Image, The Vegetable Dealer from http://www.flickr.com/photos/faltazi/6260508085/sizes/l/in/photostream/
My the nature of taking a people-centered approach, social marketing programs should be adept at designing messages and communication products that are linguistically and culturally relevant. What we are also learning from research is that we need to make these communications or Promotions ubiquitous in people lives – surrounding them when possible rather than putting all of our energy and resources into just one or two channels – especially relying only on mass media.
The most frequent mischaracterization of social marketing is that it is synonymous with large-scale promotion and mass media campaigns. Social marketing is more than mass media communication campaigns, but that is not to say social marketing programs should not employ mass media when that makes strategic sense; mass media simply should not be the default choice. However, it is important to understand that mass media efforts are going to have very little
impact on solving our social puzzles.
The question isn’t whether they are effective – it’s what is the average effect size they achieve (how much change do they result in)?
About 5 percentage points, so that a baseline level of a behavior usually in increased, for example, from 60 to 65%. Campaigns for seat belt use (r = .15), dental care (r =.13) and adult alcohol reduction (r = .11) have had the strongest effects, while youth alcohol and drug campaigns have had the least (r = .01 -.02).
Family planning (r = .06)
Youth smoking prevention (r = .06)
Heart disease reduction (including nutrition and physical activity; r = .05)
Sexual risk taking (r = .04)
Mammography screening (r = .04)
Adult smoking prevention (r = .04)
Youth alcohol prevention and cessation (r = .04 - .07)
Tobacco prevention (r = .04)
Preliminary findings (smaller number of studies)
International breast feeding (r = .17)
Fruit and vegetable campaigns (r = .08)
In-school nutrition programs aimed at 4-5th graders (r = .12)
I kept this up for six weeks, although I learned most of what was useful in the first couple.
I remain in good health. I kept going to the gym for workouts three or four times a week. I was never faint or hungry. I actually put on a couple of pounds—thanks to an overfondness for peanut butter.
I discussed the diet with my doctor, who said it was perfectly healthful and probably better than the way most people eat. (She also advised I cut down on the peanut butter.) Later, I reviewed my food intake with Donald Hensrud, M.D., the chair of preventative medicine at the Mayo Clinic in Rochester, Minn., and the editor in chief of "The Mayo Clinic Diet."
"Overall, I think this is excellent," Dr. Hensrud said. "It's more nutritious than the way many, if not most, people eat."
Source: Carins JE, Rundle-Thiele SR. (2013). Eating for the better: A social marketing review (2000-2012). Public Health Nutrition; 28:1-12.
So to sum up a few lessons from the session, I borrowed some quotes that I have heard and used over the years.
Think of theories as tools, not straitjackets to fit your problem and the people you serve into.
Remember that theories can both inform and blind you to possible solutions. Remember what Duncan had to say about the frame problem.
The one with the biggest toolbox wins. This means that the more theoretical ideas you can bring to a program, rather than just having depth in one model, the more likely you are to come out with a successful program.
As we moved from psychological approaches to ones involving social networks, it becomes obvious that it is a complex world-despite what some reductionistic scientists might want us to believe. The idea of emergence in systems theory, and the micro-macro gap that Duncan describes, need to be a larger part of how social marketers think about their issues.
And lastly, at the end of day there is nothing so practical for a program designer, researcher or evaluator as a good theory to guide their inquiry, inform their insights and temper their conclusions.