Long-range Planning and Implementation
for Plain Language in Major
Organizations and Governments
Presentation by Nicole Watkins-Campbell and
Susan Milne
Reported by Christine Mowat and Nicole
Watkins-Campbell
Personal passion about plain language just
isn't enough. The maturing of the plain language movement,
now over 30 years old, has demonstrated that large organizations
need large strategies as well.
Both Nicole Watkins-Campbell from the Nova Scotia
government and Susan Milne from Clarica, a large Canadian
financial services corporation, explored the theme of long-range
in-depth planning for plain language in their organizations at
the conference.
Governments and corporations approach monumental
tasks in different ways:
- Clarica is beginning with a big bang and has
adopted plain language as its brand.
- The Nova Scotia government is taking a
slower approach, introducing the program over four
years.
Nova Scotia's Approach
The Nova Scotia government's reasons for
interest in plain language are:
- The increasing demand that government be
open and accountable to the public
- The awareness of plain language as a way to
increase social justice
- The need for clear and understandable public
documents (40% of Nova Scotians have trouble dealing with
government documents).
Nova Scotia's four-year plan reflects the
way governments tend to do business--conservatively--and the fact
that a quick introduction costs more money, which isn't an
option. Nova Scotia, moreover, is in the first year of a new
government.
The Nova Scotia government has based its plan on
lessons learned from other provincial governments:
- Introduce plain language slowly and make it
approachable.
- Give it a home in one agency that is
responsible for communication.
- Adopt a policy with teeth.
- Get support from the top and from the
grassroots.
In Nova Scotia's systematic approach, the
four-year plan breaks the task down by the types of writing
involved:
- Year 1: Documents explaining how to get a
benefit or service or how to meet a requirement must be in plain
language
- Year 2: Applications, other forms, and all
letters
- Year 3: New educational and promotional
materials and reports, including those from experts outside
government
- Year 4: New regulations and remaining public
documents
Communications Nova Scotia is creating a
newsletter (a weekly or monthly tips sheet) for communications
officers and other government writers and a Web site with an
ask-an-editor service and information on plain language and
literacy. An aspect that will interest plain-language
consultants, at least those in the Canadian Maritimes, is that it
will rely heavily on freelance plain-language consultants and
practitioners, so it should help generate work.
The challenges that remain for the government of NS
are how to implement the policy while government is
restructuring, and how to implement it in a way that is and is
seen to be cost-effective.
Clarica's Approach
Clarica is the first insurance company in
Canada to use clarity to distinguish itself from its competitors.
While other insurance companies are aware of plain language, none
has taken it this seriously.
Clarica's advertising slogans "It's
about relationships" and "Clarity through
dialogue" lead to their succinct reasons: pleasing customers
and saving money. Clarica's whole advertising focus depends
on plain language. The profile for Clarica shows us why the time
is ripe for plain language:
| Canada |
4000 employees/3000 sales
agents/100 branches |
| USA |
700,000 customers, 300 staff, 500 sales
agents |
| Marketing position |
1 in 10 Canadians insured by
Clarica |
| Growing Asian sales forces |
Cantonese and Mandarin
marketing |
| Bilingualism |
25% of business in Quebec
(French needed) |
Two large acquisitions
over 5 years |
The Canadian operations of
Prudential Life and Metropolitan Life |
| 130-year old company new
name |
Clarica |
A systematic approach
Unlike many large organizations who approach
plain language piecemeal, Clarica began with big objectives and
detailed plans. Here is a tabular summary of their
approach:
|
Scope |
Spoken and Written Communications |
Sponsors
(wow! starting at the top...) |
CEO and corporate
officers
Marketing
Legal
Lines of Business |
| Plain Language
Principles |
Clarity, simplicity, relevance, brevity, and
a human touch |
Bottom Line
(a new one for corporations) |
"It is the responsibility
of the writer to be clear, not the responsibility of the audience
to interpret." |
| Plain Language Mandate
|
- Clarica has committed to creating all new
documents in plain language
- Their lines of business have identified high
volume/high visibility documents for plain language.
- Clarica is committed to building plain
language skills throughout the organization with workshops, a
community of practice, and on-line resources (intranet site
developed)
|
Initiatives
in First Year |
- 1000 people through workshops
- Weekly plain language tips
published
- Client statements redesigned
- Documents
rewritten:
- group insurance booklets
- code of business conduct
- business plans
- insurance product contracts
- marketing materials
- systems and templates for underwriting
letters and e-mails changed
|
Ongoing Challenges
The challenges that remain are:
- How does Clarica ensure uniform
understanding and application of plain language?
- How do they inspire genuine commitment at
all levels?
- How do they measure successes and maintain
the momentum?"
The presence and power of plain-language advocates
make an enormous difference within an organization. Dennis
Anderson (along with Diane MacGregor) was that person in the
Alberta government in the early 1990s. When they left, the torch
fell. (It has of late been relit.) Clarica is lucky to have Susan
Milne. We look forward to learning more about Clarica's
success measurements.
|