It is Time to Return to a Discussion of Licensing Public Relations

The notion of licensing the public relations practice is as old as Edward Bernays, one of the field’s early practitioners and an advocate for licensure later in his career. Bernays died in 1995 at more than 100 years old. The debate about licensing PR seemed to pass with him.

But last weekend at the International Public Relations Research Conference, I and two co-authors resurrected the idea. Professor Tyler Page, of the University of Connecticut, and Professor Luke Caprizzo, of the University of Missouri, and I started talking about this a year ago. Page led the project  and we presented our case based on current issues with the practice, realizing other attempts to standardize practice have failed, and with an idea to conceive of and incentivize licensure similar to what is done other professions. 

[Humble brag: our paper earned the award for “Top Paper on the Conference Theme.”]

One reason for reconsidering licensure for public relations is the increasing problems and challenges of mis- and dis-information in our modern communication landscape. Also, the scope of PR work across all channels has intensified. We argue the field should seize the moment to take our civic, deliberative and democratic responsibilities seriously.

Another reason that now is the time to reconsider licensure is that accreditation in public relations (APR) has not proven to be the suitable compromise to debates about licensure. It was seen to be a good idea for being voluntary, not mandatory. Others praised the APR as something managed by the profession, and not the government, and that it would be similar to the PRSA Code of Ethics which moved to an inspiration vs enforcement model.

However, only some professionals seek APR. Until very recently, APR was only available to members of PRSA and others member organizations of the Universal Accreditation Board (UAB). But the APR as not been strongly advocated for by PRSA outside the profession itself to employers, and certainly not to the point of recognition by the government. In fact, there have been expressions of disappointment that PRSA does not require the APR for members to serve on its national assembly.

So, the time is now to reconsider licensure for the field. But what we advocate is partial licensure—meaning a license would not be required for all to practice. This has been the largest objection to licensure, that it would violate the First Amendment. Since public relations practice is so broad and includes many forms of speech and communications, it can’t be restricted. However, if certain practitioners want to be licensed they could, and they would do so with the proper incentive.

This is not unlike the field of therapy, in which social workers, marriage counselors and those who give mental health advice can be licensed and gain a special title and certain privileges. But this does not stop others, such as life coaches, from giving advice to people about their lives.

Therefore, we propose that the incentive for public relations professionals to be licensed would be privileged information. This would particularly appeal to senior level public relations professionals who engage in “counseling,” especially with senior management, and would now be able to engage in discussions that could not be subject to a subpoena to testify subsequently.

We point to case law to support this. The Supreme Court in Jaffe, Upjohn Co. v. United States, 1981 ruled that privilege may be extended when it serves both public and private interests. The private benefit for public relations professionals would be the ability to counsel honestly with leaders in difficult situations, and not be encroached on by lawyers who already have attorney-client privilege. The public benefit would be the ethical advice of public relations professionals who are more inclined to advise transparency and honesty for the court of public opinion vs diversion and silence to avoid a court of law. 

One objection to this idea is evidentiary loss. However, organizations have many paper trails before a public relations person would be brought in, similar to lawyers, and all of that prior communication could still be subject to discovery as evidence in any trial.

The idea is conceptual now, but we think the path forward will be just as with other professions—to go through the states. Once enough states have granted licensure to public relations professionals, it will become a federal reality. 

It may take time, but in the end it will be a benefit to organizational leaders who can take advantage of privileged counsel from public relations professionals as well as lawyers. As such it will also benefit society, public relations professionals, and the reputation of the profession itself. 

Should PR Expertise Be More Evident on Corporate Boards?

This morning I presented some of my research about the presence of public relations on corporate boards. I’m presenting at the International Public Relations Research Conference in Orlando, and I’m sharing here a summary for this week’s Penning Ink post. 

I started thinking about the notion of PR on corporate boards because of reading more and more about corporations and Corporate Social Responsibility (CSR), ESG (Environmental, Social and Governance) factors in management and investing, and of course Diversity, Equity and Inclusion (DEI).

All of those concepts are also discussed at length among public relations professors and professionals. It all relates to Stakeholder Theory, in which public relations as a function is concerned with all those who have a stake in, and can be affected by, an organization’s activities. CEOs are writing books about stakeholders, corporate purpose and related concepts. So with all this corporate emphasis on topics about which public relations professionals have developed interest, experience and expertise, I began to wonder about two fundamental questions:

1. Do corporate boards have members with public relations expertise?

2. Do corporate boards have committees focused on CSR, ESG etc?

I realized that how a board and its role is perceived can be a factor. Agency Theory would say the board role is monitoring executives. Resource Dependency Theory states that the board role is providing resources to a board and in turn the company. Either way, some PR savvy in our current climate would seem to be an asset to a corporate board.

To look into this, I examined the “Fortune Modern Board 25’” – companies that “ranked high on factors including expertise, diversity, and independence of board members as well as company ESG scores”. By that standard, this group of companies would be likely to value public relations expertise. I used publicly available date on company websites, annual reports, and LinkedIn profiles of board members. I looked at backgrounds of their board members and the mission and descriptions of their committees. 

Results:·     

  • Of 285 board corporate board members examined, 7 had PR-related experience
  • The PR experience was in government relations, community relations, serving as a chief marketing officer (CMO) or responsibilities for corporate communications
  • None had degree in public relations or accreditation (APR)
  • There were 110 total board committees for 25 companies; average of 4.4 per company
  • 10 of the committees had a focus or charter related to PR
  • Those committees with charge related to PR included environment, social, social responsibility, sustainability, corporate responsibility, consumer relationships, public affairs or public responsibility
  • The most common board committees were audit, finance, nominating, governance, compensation and leadership development

So, there was not a significant presence of PR either among board member backgrounds or the focus of their committees. I see three potential explanations for this as well as scenarios for the future of PR capacity on corporate boards:

1.     CEOs and board members and/or committees seek counsel of CCOs or other staff with PR a degree or experience. This may be something to study in the future to see if PR experts are involved at least in some way counseling companies on CSR, ESG and DEI.

2.     Board nominating committees recruit members with PR skills along with finance, law, and other traditionally favored backgrounds. In other words, they see the board role as not just about the industry they are in and the finances, but other factors in which public relations perspective is vital.

3.     Or, sadly, we may see a remaining status quo where boards seek and nominate members who look like themselves. They will see PR as something anyone can “do” and not as a unique management function in its own right. 

But we can’t wait for boards to act. Public relations professionals, in the academic language, need to “enact” a managerial versus tactical role and demonstrate their value to boards. For years, PR professors and professionals have claimed the profession needs a “seat at the table.” That table has been the C-suite; in the future it should also include the board.

PR needs to push CSR over CSA

Let me start by apologizing for the acronym soup in the headline. Let me explain. Public relations as a profession needs to stress Corporate Social Responsibility (CSR) and resist the increasing push toward Corporate Social Advocacy (CSA).

So now, let me explain my explanation. I have been thinking a lot about the role of public relations in social responsibility and social advocacy in recent months. I’ve read books and attended webinars and talked to lots of people. What follows is a condensed summary of how I came to my own opinion articulated in the first paragraph.

CSR Appropriately Stresses Responsibility to All

CSR has a long history and has been discussed much in trade publications and academic literature. A brief and accessible history of CSR traces the concept back to the 1800s. Mean while, academics have often cited the more formalized Carroll’s Pyramid of CSR, which states that businesses have four responsibilities–economic, legal, ethical and philanthropic. Today, companies are so engaged in CSR that news of it is aggregated on CSR Wire. The evolution of CSR has blossomed today to include formal and transparent attempts to measure and verify CSR efforts (to avoid greenwashing and image over reputation) such as the B-Corporation movement.

Tangled into all of this is the notion of stakeholders. This means that it is an imperative that businesses not think only about profit, but consider all of the people who could be affected by their success or failure. Here too,. Stakeholder Theory is not new, dating to 1984, and asserts that organizations need to understand and respond to the interconnected relationships between and among various publics. I’ve always considered this fundamental public relations, but it has gained currency and attention in recent years.

At several recent conference sessions, webinars and blog posts of the Arthur W. Page Society, there has been a healthy debate about the very term stakeholder. Judy Samuelson, executive director and founder of the Aspen Institute’s Business and Society Program, and author of “The Six New Rules of Business: Creating Real Value in a Changing World,” spoke at a Page conference and webinar and wrote a blog post about her objection to the term stakeholder. Essentially, she views the term as too generic and says employees are the company and more than a stakeholder.

Page President Roger Bolton wrote a blog post in response, asserting that all stakeholders, including employees but also customers, investors, communities, need to receive value from companies and their interests heard and balanced with those of others.

Outside of this intelligent debate on stakeholders and the meaning of CSR, others have been striving to give a more clear and universal understanding of what it means for a company to be socially responsible. Some, like Christopher Marquis in his book “Better Business: How the B Corp Movement is Remaking Capitalism,” assert that the old economic “externalities” isn’t enough. In other words, businesses often say they avoid negative externalities or generate positive externalities–meaning harm or benefit to publics or stakeholders beyond the company itself. But a better concept is “interdependencies,” which removes the focus from positive or negative consequences of an organization working autonomously and stresses that corporations need to work collaboratively with stakeholders.

All of the above is good and interesting, but what happens when a company takes a specific position on a controversial issue?

CSA Dangerously Takes the Side of Some Over Others

A more recent trend of discussion in the field of public relations and among chief communications officers (CCOs) has been the notion of corporate purpose, and the extension of that is corporate advocacy (CSA) or even activism.

The Institute for Public Relations recently hosted Fred Cook of Golin and the USC Annenberg School of Communications to present their report on the Future of Corporate Activism. In the report, research shows that 77% of PR professionals say polarization is a problem for them doing their job, more think corporate activism is good for the brand. But the professionals also think three issues is a maximum number of social causes with which to associate, and that there is a risk so any activism has to be done in a way that is “unifying and humanizing,” in Cook’s words.

Meanwhile, another Page Society webinar was with Fortune Magazine’s Alan Murray, on the occasion of the release of his new book “Tomorrow’s Capitalist.” Murray interviews many CEOs and concludes they think very differently about their jobs now than 10 years ago. He points out that there is no tradeoff between purpose and profits, and that it took 100 years to come up with metrics for shareholder value so we will arrive at good metrics for stakeholder value.

Murray also said that thinking long-term is key. While there might be loss in profit in the short term over taking a stand on an issue, that trade-off is diminished over time. Part of the reason for this may be that 85% of the value of a Fortune 500 company today is in intangibles as opposed to physical product and property.

There is also a significant pushback against the whole wave of corporate activity in the social justice sphere. Vivek Ramaswamy, an entrepreneur and CEO himself, argues forcefully that many corporations’ actions in response to social issues are insincere, a cow-towing to “woke’ pressure and constitutes a “scam.’ Those are strong words, but you should consider his argument in his book “Woke, Inc.: Inside Corporate America’s Social Justice Scam.”

Coming to Consensus

Having considered all of the above, and the decision on whether a CEO or company should take a stand on an issue or become a corporate activist on the social cause du jour, I have a measured response. I don’t think any company should jump on every issue or come to a judgment too quickly. Consider the mess Disney got itself in. Or consider the recent Supreme Court leak of documents regarding abortion law. Many PR firms and CCOs are counseling CEOs to say nothing on that issue. Sometimes polarization is a lose-lose proposition. We need to consider that stakeholder groups can be at odds with each other–eg. employees having differences with customers–but also there can be division within groups–such as some employees being pro-life and others being pro-choice.

I asked Murray if tolerance and respect for diversity of opinion and nuanced corporate statements would be acceptable these days. He said, “good question, it’s hard, and requires thought and strategy.”

This is why I like Paul Argenti’s view of corporate activism and speaking out on issues. It is more rational than emotional, and thus strategic. His article in Harvard Business Review offers a good framework for taking each issue, one at a time, and seeing if it aligns with corporate values, purpose and most importantly practice before jumping into the fray.

My bottom line? Responsibility means listening to and considering all stakeholders and balancing their interests. It is fundamental public relations, consistent with stakeholder theory.. Advocacy means choosing some stakeholders over and against others. The question isn’t just what stance to take, but whose? Strategy and ethics both require considering the difference carefully. CCOs should always counsel for social responsibility, but be very judicious about counseling for corporate advocacy or activism.

Is ‘mixternal’ communications new, or established PR by another name?

A recent article in PR Week (subscription may be required) touted the importance of “mixternal communications.” This means considering the fact that internal audiences can see external communications, and vice verse, so teams should work together.

I agree with that concept, but I don’t think it is really anything new. This verifies several long-held public relations theories and concepts:

  • Stakeholder theory–this is the idea that PR pros need to maintain two-way communications with all publics, sometimes managing competing interests, demands and perspectives.
  • Discourse ethics–which means allowing ‘control mutuality’ in communications or that any public can initiate communication and not remain a passive audience. It also implies honest and consistent messaging, not saying different things to different publics for organizational advantage.
  • Integrated communications–many people know of integrated marketing communications (IMC), but I stress to my PR management students that IC is a better and broader concept. IMC usually stresses integrating various tactics (and in the process unfortunately diminishes “PR” as earned media only) for the purpose of marketing to customers. IC by comparison stresses and integration not of tactics but of publics and objectives.

“Mixternal” is a fun and fancy word someone just thought of, but the truth is many savvy PR pros and Chief Communication Officers (CCOs) have of necessity been mixing and coordinating internal and external communications all along. The hardest part may be convincing others in the C-Suite that this is the best view of what public relations is, and the organizational structure and practice should follow.

Four factors lead to communication team performance (and four benefits of it)

When I ask students in my PR Cases and Management class what it means that public relations is a “management function,” I usually get some form of the answer that public relations needs to be managed to be effective.

Lesson one in that class is that PR is a management function because it is a vital part of managing the entire organization, not just the communication function. Organizations that have healthy and mutual relationships with all stakeholders are more successful in every respect. The fundamental role of public relations is building and maintaining those relationships that are what scholars call “two-way symmetrical.” 

I also stress this in my graduate class in communications management. Managing communication is about making an entire enterprise successful, and the top communications person should have a “seat at the table” making decisions, not merely communicating them. 

My research is centered on this concept as well, with my presentations, papers and book chapters related in various ways to the various influences on the quality of public relations content. My most recent work is “Testing a Model of Drivers and Outcomes for Corporate Communications Team Performance” published this month in Public Relations Journal. The project was done in conjunction with my co-author Mark Bain, a veteran PR professional with experience in global PR in corporate and agency settings who now runs his own consultancy called upper90. We worked together with the Institute for Public Relations (IPR) to survey chief communications officers (CCOs) and their teams. You can read a blog post summary on the IPR website, and you can access the full paper in PR Journal.

The origin of the research is a conversation Mark Bain and I had about what makes communication teams effective, or what makes them perform well? This resulted in a previous paper about what professionals see as performance, what communication performance is in particular and what are the factors that cause high performance. From that we developed a model which we tested in our recently published article.

The Communication Team Performance Model tested in research

In a quick summary, we found consistency in four factors that drive performance in corporate communications teams, and then four outcomes from communication teams that perform at high level.

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The performance drivers are:

  • Full commitment – Fully committed teams have a clear vision, a shared set of team values, and team members who care about the team’s success.
  • Focus on results – Focused teams have a strategy that maps directly to business objectives, the right systems, tools and processes, and discipline around continuous learning and improvement.
  • Constructive conflict – Creative and innovative teams embrace constructive conflict. They welcome different ideas and opinions, promote open and honest communication, and provide timely and healthy feedback.
  • Shared accountability – Teams that share accountability have clear and relevant measures, empower and support their members, and recognize and reward performance.

When teams optimize these drivers, they’re more likely to enjoy these positive outcomes:

  • Attract and retain the right talent for current and future needs
  • Have a sufficient budget for current needs and future investment
  • Receive visible support from the CEO and C-suite executives
  • Earn the respect and trust of internal and external stakeholders

I share this research in the classes mentioned above because it validates the theoretical concepts I teach with affirmation from top communications professionals in our survey. It also is a good example of integrating theory and practice when an academic like myself partners in research from a professional like Mark Bain. The research is better, the students benefit more, and I would hope the profession at large gains from the insights as well.