Hirst AcademyBrand Strategy & Communication
← Course overview
Module 7

Measuring Brand and Communication Effectiveness

Estimated time: 6–7 hours · Turns brand work into evidence a board will fund.

Brand budgets are among the first to be cut when their effects cannot be shown, and among the hardest to rebuild once they are gone. By the end of this module you'll be able to design a brand-tracking programme around mental availability and brand health, calculate share of voice and excess share of voice and interpret what they imply for growth, explain why brand-building and activation effects must be measured over different time horizons, and apply the Barcelona Principles to report communication results to leadership. You'll also learn where the evidence is strong, where it is contested and how to say so to a board. Throughout, you'll return to Fellwise Outdoor Co., the course's fictional UK outdoor-clothing brand, as it asks whether its media spend is large enough to grow.

Interactive Tool

Share of Voice Growth Estimator

Enter your spend, category spend and market share to see your share of voice, excess share of voice and the market-share growth the Binet and Field rule of thumb suggests.

Open the tool →
7.1

Brand Tracking: Awareness, Mental Availability and Brand Health

A brand tracker is a survey of category buyers, repeated on a consistent design, that shows how a brand's standing in memory changes over time and against competitors. Its traditional content follows the funnel: unprompted and prompted awareness, consideration, preference and attitudes such as trust or perceived quality. These measures are familiar to boards, but they have well-known weaknesses. Attitudes tend to follow behaviour rather than lead it (Sharp, 2010), so a brand's users rate it more warmly than non-users do, and a bigger brand looks "better liked" largely because it has more users. Awareness, meanwhile, is close to saturation for established brands and says little about whether a brand comes to mind at the moment someone is ready to buy.

Mental availability addresses that gap. Romaniuk and Sharp (2004) define brand salience as the propensity of a brand to be noticed or thought of in buying situations, not simply top-of-mind recall. Romaniuk (2023) turns this into metrics built on category entry points, the needs, occasions and cues that lead people into a category, which you met in Module 2. Respondents are shown a list of entry points and asked which brands they link to each. From the answers come mental market share (the brand's share of all brand–entry point links), mental penetration (the share of category buyers who link the brand to at least one entry point) and network size (how many entry points the brand is linked to among those who link it to any).

A useful tracking plan therefore samples category buyers rather than only customers, measures the brand alongside its main competitors, pairs mental availability with distinctive-asset recognition from Module 3 and keeps a small number of attitude measures for context. It also plans for noise: tracker scores move slowly, so wave-to-wave changes within the margin of error should not trigger decisions. Brand health in this sense connects the diagnosis you made with Keller's pyramid in Module 1 to evidence that can be collected every quarter.

Learning ObjectiveDesign a brand-tracking programme that measures mental availability and brand health among category buyers, and critically assess traditional funnel metrics.
Key ConceptsBrand tracking; prompted and unprompted awareness; consideration and attitudes; users' attitudinal bias; brand salience (Romaniuk and Sharp, 2004); category entry points; mental market share, mental penetration and network size (Romaniuk, 2023); distinctive-asset recognition; sampling and margin of error.
Practical ExampleFellwise replaces its annual customer-satisfaction survey with a quarterly tracker of 1,000 UK outdoor-clothing buyers that measures its links to ten entry points, including "walking in the rain", against its two main rivals.
ExerciseWrite a tracking plan for your own brand (or Fellwise if you don't have one): the sample and cadence, the category entry points you will measure and where they came from, the competitors included, three core metrics with a definition of each, and the size of change you would treat as real rather than noise.
7.2

Share of Voice and Excess Share of Voice

Share of voice (SOV) is a brand's share of all the advertising in its category, usually measured as its media spend divided by total category media spend. Share of market (SOM) is its share of category sales. The difference between them, SOV minus SOM, is excess share of voice (ESOV). Jones (1990) observed that across many categories large brands tend to spend below their share of market while small brands have to spend above it to hold or gain share, which made the comparison a practical starting point for setting budgets.

Binet and Field's analyses of the IPA Effectiveness Databank gave the relationship a number (Binet and Field, 2007, 2013). Across the campaigns they studied, each ten points of ESOV was associated with roughly half a percentage point of annual market-share growth for consumer brands. Later work by LinkedIn's B2B Institute with Binet and Field put the figure for B2B brands higher, at about 0.7 points per ten points of ESOV (LinkedIn, 2020). The same summary quotes 0.6 for consumer brands, a reminder that these figures are rounded averages, not constants. The arithmetic is simple: a brand with 15% SOV and 10% SOM has an ESOV of five points and might expect around a quarter of a point of share growth a year.

The limits matter as much as the rule. It is a correlation across an average of campaigns, not a law for any one brand, and the IPA Databank consists of award entries, so it leans towards successful work. The effect needs sustained ESOV, typically over several years, and varies by category and by creative quality. Field (2019) found that the share-growth efficiency of creatively awarded campaigns fell sharply in the decade to 2018 as work shifted towards short-term activation, which suggests that what brands say matters as much as how loudly they say it. The inputs are also uncertain. Category spend must be estimated from advertising-intelligence data that capture digital spending imperfectly, and the answer depends heavily on how the category is defined: specialist outdoor clothing and all clothing give very different shares. Treat an ESOV calculation as a planning estimate that frames the budget debate, not a forecast.

Learning ObjectiveCalculate share of voice and excess share of voice and critically interpret the ESOV–growth relationship for consumer and B2B brands.
Key ConceptsShare of voice and share of market; ESOV = SOV − SOM; budget setting by share of voice (Jones, 1990); about 0.5 points of annual share growth per ten points of ESOV (Binet and Field, 2007, 2013) and about 0.7 in B2B (LinkedIn, 2020); correlation versus causation; creative quality (Field, 2019); category definition and spend estimation.
Practical ExampleFellwise's planner sets its £1.2m annual communications budget, treated as media spend for simplicity, against an estimated £10m of category spend and an 8% market share, giving an ESOV of four points; the calculation is reworked in the Worked Example.
ExerciseAfter working through Fellwise's calculation in the worked example at the end of this module, produce an ESOV estimate for your own brand (or Fellwise if you don't have one) in the Share of Voice Growth Estimator (Share of Voice Growth Estimator): record your sources for category spend and share, state how you defined the category, and set out the growth the rule of thumb implies alongside two reasons it might not happen.
7.3

Long and Short Effects: Testing Whether the Budget Split Worked

Module 4 treated the brand–activation split as a planning decision, and Fellwise's autumn plan put 65% (£390,000) into brand building and 35% (£210,000) into activation as a hypothesis to test. This lesson asks how you would know whether the split worked. The difficulty is that the two sides work on different clocks. Binet and Field (2013) found that activation produces sales spikes that are immediate and short-lived, while brand building produces smaller immediate effects that accumulate over months and years, raising base sales and reducing price sensitivity. Most dashboards judge activity within days: click-through rates, cost per acquisition and last-click attribution, which credit the final touchpoint and see nothing of the memories that sent someone to search for the brand. Judged that way, activation nearly always looks more productive, and Binet and Field (2013) warned that optimising for short-term return erodes long-term growth.

Three kinds of evidence answer different parts of the question. Econometrics, or marketing mix modelling (MMM), uses regression on several years of weekly sales data to separate base from incremental sales and to estimate each medium's contribution while controlling for price, distribution, seasonality, weather and competitor activity (Cook and Holmes, 2004). It needs long, consistent data and real variation in spend, and standard models capture short- and medium-term effects far better than slow growth in base sales, so they tend to understate brand building unless designed to look for it. Incrementality tests, such as geographic holdouts in which matched regions receive no advertising or heavier weight, or platform conversion-lift studies with a randomised control group, give cleaner causal answers to narrow questions, but usually over weeks rather than years. Brand tracking over time shows whether the memory structures that brand building targets are moving: the leading indicator of effects that sales data will reveal only later.

None of these is sufficient alone. A mature programme uses tracking for brand health, econometrics for contribution and experiments to calibrate the model and settle specific decisions, and it judges a split over two or three years rather than one campaign, because the optimum varies with category and brand situation (Binet and Field, 2018).

Learning ObjectiveExplain why brand-building and activation effects need different measurement horizons and design a mix of evidence that tests whether a budget split worked.
Key ConceptsShort-term and long-term effects (Binet and Field, 2013); category-dependent optimum (Binet and Field, 2018); last-click attribution bias; econometrics or marketing mix modelling (Cook and Holmes, 2004); base and incremental sales; incrementality, geographic holdout and conversion-lift tests; brand tracking as a leading indicator; triangulating evidence.
Practical ExampleTo test its 65:35 autumn split, Fellwise runs its video in all but two matched TV regions, compares jacket sales and branded search between test and holdout regions, and feeds the results into its econometric model alongside tracker data on the "walking in the rain" link.
ExerciseWrite a budget-split rationale for your own brand (or Fellwise if you don't have one): the proposed brand–activation split and three features of your category and brand that justify it, then the test that will show whether it worked, naming the measure for each side, the method (model, experiment or tracker) and the time horizon over which each will be judged.
7.4

Measuring Communication: The Barcelona Principles and Reporting to Leadership

Public relations and corporate communication have long had their own measurement debate. For decades, coverage was valued with advertising value equivalents (AVEs), the cost of buying the same space as advertising, often multiplied by an arbitrary factor. AVEs measure space rather than effect, and they give the same value to hostile and favourable coverage. The Barcelona Principles, first agreed in 2010 and revised as version 3.0 by AMEC, the International Association for the Measurement and Evaluation of Communication, reject them outright (AMEC, 2020).

The seven principles of version 3.0 are: setting measurable goals is a prerequisite for planning, measurement and evaluation; measurement should identify outputs, outcomes and potential impact; outcomes and impact should be identified for stakeholders, society and the organisation; evaluation should be both qualitative and quantitative; AVEs are not the value of communication; measurement should be holistic across all relevant online and offline channels; and it should be rooted in integrity and transparency to drive learning (AMEC, 2020). AMEC's Integrated Evaluation Framework puts them into practice, moving from objectives, inputs and activities through outputs (what was delivered), outtakes (what audiences noticed and understood) and outcomes (changes in attitude or behaviour) to organisational impact. The principles fit the stakeholder view you took in Module 5: reputation with employees, regulators and communities counts, not just coverage.

Reporting to leadership is where all this evidence is tested. A board rarely wants every metric; it wants to know whether the work met its objective, what it contributed to the business and what to do next. A good one-page effectiveness report states the objective and the investment, shows results at each level from output to impact with a benchmark for each, separates brand-health trends from short-term sales results, is honest about uncertainty and what cannot be attributed, and ends with a recommendation. It uses finance's language where it can, but it does not claim more precision than the evidence allows. This report becomes the measurement section of the plan you build in Module 8.

Learning ObjectiveApply the Barcelona Principles 3.0 to evaluate communication and write a one-page effectiveness report for leadership.
Key ConceptsAdvertising value equivalents and why they fail; the seven Barcelona Principles 3.0 (AMEC, 2020); outputs, outtakes, outcomes and impact in AMEC's Integrated Evaluation Framework; stakeholder and societal outcomes; benchmarks; communicating uncertainty to a board.
Practical ExampleFellwise's PR agency reports its repair-service press stories as "£180,000 of AVE"; the communications lead replaces this with reach among target walkers, message pick-up in coverage, the change in the "repairs for life" association in the tracker and repair-service sign-ups.
ExerciseWrite a one-page effectiveness report on a recent campaign for your brand (or Fellwise's autumn campaign): objective and budget, results at output, outtake, outcome and impact levels with a benchmark for each, what the evidence cannot show, and one recommendation for the next budget.
Worked Example

Fellwise's Share of Voice and What the Board Should Hear

Fellwise spends about £1.2m a year on communications, mostly paid media; for this estimate its planner treats all of it as media spend. Its media agency estimates total media spend in the UK outdoor-clothing category at £10m, including Fellwise's own, and the company holds 8% of category sales by value. The simplification slightly overstates Fellwise's share of voice.

Share of voice: £1.2m ÷ £10m = 12%.

Excess share of voice: 12% SOV − 8% SOM = +4 percentage points.

Implied growth: at about 0.5 points of annual share growth per ten points of ESOV, 4 × 0.5 ÷ 10 = 0.2 points a year. Fellwise's share would move from 8.0% to about 8.2% after a year of sustained spending. That sounds small, but 0.2 ÷ 8 is a 2.5% increase in Fellwise's sales at a constant category size, before any change in price.

Parity spend: SOV would equal SOM at 8% of £10m, which is £800,000 on the simple calculation (about £765,000 if rivals' £8.8m is held steady, for the reason explained below), so Fellwise is spending roughly £400,000 above the level that the rule of thumb associates with holding share.

What more spend would buy: to reach ten points of ESOV, Fellwise would need 18% SOV. Because its own spend is part of the category total, that would take about £1.93m if rivals held their £8.8m steady (1.93 ÷ 10.73 ≈ 18%), not £1.8m, and roughly 0.5 points of growth a year.

The caveats the board should hear:

  • This is an average correlation from IPA Databank cases, which lean towards successful campaigns, not a forecast for Fellwise (Binet and Field, 2013).
  • The £10m category figure is an estimate; if the category were defined to include general clothing retailers' outdoor ranges, Fellwise's SOV would be far lower.
  • The effect depends on sustaining ESOV for several years and on the quality of the work; four points of ESOV spent mainly on discount messages would be unlikely to deliver it (Field, 2019).
  • Price, distribution and product quality also move share, so the tracker's mental-availability measures, especially links to "walking in the rain", are the leading indicator to watch, with share judged over two to three years rather than one.

The recommendation is to hold spend above parity, protect the brand-building share of the autumn plan and review the evidence annually.

Knowledge Check

  1. Why is mental availability a more useful tracking measure than prompted awareness for an established brand?
    Prompted awareness is near its ceiling for established brands and says little about whether the brand comes to mind in buying situations, whereas mental availability measures links to category entry points, which is closer to how brands are actually chosen (Romaniuk, 2023).
  2. A brand spends £300,000 in a category where total media spend is £5m and holds a 10% share of market. What is its ESOV and what does the consumer rule of thumb suggest?
    SOV is £300,000 ÷ £5m = 6%, so ESOV is 6 − 10 = −4 points; at about 0.5 points per ten points of ESOV that implies a decline of around 0.2 points of share a year, unless something other than advertising offsets it.
  3. A finance director says, "The research proves that ten points of extra share of voice will grow us by half a point." What is wrong with that statement?
    The figure is an average correlation across IPA Databank campaigns that lean towards successful work, it varies with category, creative quality and other marketing factors, and it needs sustained ESOV over years — so it is a planning estimate, not proof of what will happen to one brand.
  4. Why do last-click attribution and short-term dashboards tend to shift budgets towards activation?
    They credit the final touchpoint within a short window and cannot see the memories built earlier by brand advertising that led people to search or click, so activation looks more productive than it is and brand building looks less so (Binet and Field, 2013).
  5. Your PR agency reports a campaign's success as £250,000 of advertising value equivalent. How would you respond using the Barcelona Principles?
    Principle five states that AVEs are not the value of communication because they measure space, not effect, so ask for measures at outtake, outcome and impact levels against the campaign's stated objective, combining qualitative and quantitative evidence (AMEC, 2020).
  6. Module 4 set Fellwise's autumn split at 65:35 rather than the 60:40 guide. Why was that split treated as a hypothesis rather than a settled answer, and what evidence would test it?
    Because the optimum varies with category, brand situation and how people buy (Binet and Field, 2018), 60:40 is a starting guide each brand has to justify for its context, not a rule. Testing it needs a mix of evidence judged over two or three years: tracker measures of mental availability for the brand side, and econometrics and regional holdout tests for contribution and incremental sales.

Resources & Further Practice

  • Brand and activation evidence: the IPA's Les Binet and Peter Field research page (ipa.co.uk/knowledge/effectiveness-research-analysis/les-binet-peter-field) covers Marketing in the Era of Accountability (2007), The Long and the Short of It (2013) and Effectiveness in Context (2018).
  • Brand health and mental availability: Romaniuk, J. (2023) Better Brand Health: Measures and Metrics for a How Brands Grow World. Melbourne: Oxford University Press — the case for building trackers around category entry points and mental availability.
  • Share of voice in B2B: LinkedIn (2020) 'The B2B marketer's guide to the "share of voice rule"', LinkedIn Marketing Blog, 17 January (linkedin.com/business/marketing/blog/linkedin-ads/the-b2b-marketers-guide-to-the-share-of-voice-rule), summarising the B2B Institute's work with Binet and Field on ESOV and B2B growth.
  • Where share of voice began: Jones, J.P. (1990) 'Ad spending: maintaining market share', Harvard Business Review, 68(1), pp. 38–42 — the analysis of spend against share that underpins budget setting by share of voice.
  • Communication measurement: AMEC's Barcelona Principles 3.0 and Integrated Evaluation Framework (amecorg.com) — the principles and a free interactive framework for planning PR evaluation.
  • Econometrics: Cook, L. and Holmes, M. (2004) Econometrics Explained, edited by L. Binet. London: IPA (ipa.co.uk/knowledge/documents/econometrics-explained) — an introduction to what marketing mix modelling can and cannot tell you.
  • Creativity and efficiency: Field, P. (2019) The Crisis in Creative Effectiveness. London: IPA — how the share-growth efficiency of awarded work fell as creativity shifted towards short-term activation.
  • Further practice: run your own brand, then a competitor, through this module's tool using published or estimated spend figures, and write three sentences on which inputs you are least sure of and how they would change the answer.
Checkpoint

Reflect on Your Measurement Plan

  • What I did: name the brand you worked on, the core tracking metrics you chose, its ESOV estimate, and the budget split you set out to test.
  • What I learned: note one belief about awareness, share of voice, or short-term dashboards that this module changed, and what changed it.
  • What I'll change: write the one change you will make to how your brand's effectiveness is measured or reported, who needs to agree to it, and when you will check it worked.