GUSTO icon of wind

A Communications Tool to Improve Message Clarity and Relevance

This tool uses research-based design principles to help communicators refine and improve communications materials and messages.

Communications coordinators and specialists, marketing managers, public relations specialists, scientists, policy makers, and many others can use this tool.

Use this tool to improve the quality of science, health, environmental, and other policy or evidence-based communications materials. Some of the formats covered here include:

  • print
  • web
  • speeches
  • scripts
  • visual graphics
  • social media

A version of this tool was demonstrated by the Center for Disease Control to improve message understanding by over 20%, along with other improvements in message clarity, usefulness, and decision-support.

If you or your organization would like to participate in an evaluation of this tool's effectiveness, send us a note at info@coclimate.com

  1. Fill in audience details and your goals using the 4 open-ended questions.

  2. Answer 20 questions about elements of your core message, recommended practices, use of numbers, and/or risk communication.

  3. Get your score with targeted suggestions for improving your communications materials.

  4. Repeat as needed to refine and improve the clarity and relevance of your communications materials.
Remember: The Medium is the Message

Different media formats and channels are received differently depending on the audience.

  • Extend the reach of your communications using multiple channels, formats, and messengers.
  • Use media channels, formats, and trusted messengers that fit the audience.
  • Reassess your materials for each different format or audience.

Before you Begin

It's important to begin with a clear understanding of your audience and goals.

Use the suggestions that accompany each of the following 4 questions to get started if you don’t yet have answers.

Give the material a name that is accurate, short, and meaningful.

Example Local Health Impacts and Solutions to Keep Families Safe.

Choose a format:

The more specific the audience, the more meaningful and effective you can be.

Suggested Approach: Who + Do

Brainstorm, plan, and prioritize your primary audience and what they should be able to do with your communications materials.

This simple activity works well for individuals and groups. It takes about 20-45 minutes. Learn more about the Who + Do activity at Gamestorming.

Tip: For Translated Materials

For different audiences, such as English-speaking or Spanish-speaking groups, create and score the materials separately to account for audience differences. The following resources may be useful for learning more about other audiences:

List as many relevant characteristics about your audience as you can.


Try and include evidence about:

Sources of Meaning

Social identities and worldviews

Motivations and goals

people and groups who are influential

prior experiences and mental models

Material Constraints and Habits

Where, when, and how do climate change messages fit in the audience's life?

Timings and patterns of behavior or practices

Indicators of engagement

Ability, Skills, and Knowledge

Literacy and numeracy skills

Words, numbers, metaphors, and concepts they find familiar

Ability to interpret different information formats, such as images and graphs

Suggested Approach: Empathy Map

Empathy Maps can help develop greater awareness, personal understanding, and more empathy for the motivations and constraints of an audience or group of stakeholders. It takes about 20-45 minutes. Learn more about how to build an Empathy Map at XPLANE's DNA of Change Overview.

The Empathy Map is 1 of 8 Design Principles for Organizational Transformation available from XPLANE. Each one can be a valuable tool for understanding your audience.

A communication objective is what an audience should be able to do or accomplish after they come into contact with the material. Think carefully about this. It should be more than mere "thinking" or "understanding". What will the result and impact of your communications become?


Suggested Approach: Who + Do

Once you've already identified your primary audience, focus on what they should be able to do, or do differently as a result of your message. How does your objective contribute to your audience's goals or needs? What actions will build toward the larger goal? Focus on actions instead of awareness or understanding.

This simple activity works well for individuals and groups. It takes about 20-45 minutes. Learn more about the Who + Do activity at Gamestorming.

The main message statement is the one thing the audience must remember. If there isn’t a main message statement, list all possible messages.


Tips For Designing a Main Message
  1. Prioritize the most important message.
  2. Frame the message in terms that resonate with your audience.
  3. Keep it simple.
  4. The statement can be from 1-3 short sentences.
Suggested Approach: Understanding Chain

Define the core questions that your audience will need answers to in order to feel comfortable with your communications objective. Develop responses to those questions. Arrange the responses in an order that will help your audience achieve the communications objective.

This activity works well for individuals and groups, and can run from 30 minutes to 2 hours. Learn more about the Understanding Chain activity at Gamestorming.

Part A: Core

This section applies to all materials.

This is the Core Message section of the scoring tool. You will answer 11 "yes" or "no" questions about the main message, language, visuals, and layout of the material.

  • Part A: Core
  • Part B: Practices
  • Part C: Numbers
  • Part D: Risk

Choose Next to start scoring.

Score Summary for

Part A: Core = 

00 / 00

The material received 00 out of 00 possible points on Part A.

Good work. More detailed feedback is coming at the end. Click Next to keep going and review Practices, Numbers, and Risk!


Your Answers:

Part B: Practices

This section may not apply to all materials.

This is the Practices Recommendations section of the scoring tool. It includes 3 "yes" or "no" questions.

Answer this question to determine if Items 12 through 14 apply to the material: Does the material include one or more practical recommendations for the primary audience?

  • Part A: Core
  • Part B: Practices
  • Part C: Numbers
  • Part D: Risk

Score Summary for

Part B: Practices = 

00 / 00

The material received 00 out of 00 possible points on Part B.

Good work. More detailed feedback is coming at the end. Click Next to keep going and review Numbers, and Risk!


Part C: Numbers

This section may not apply to all materials.

This is the Numbers section of the scoring tool. It includes 3 "yes" or "no" questions about the numbers in the material.

Answer this question to determine if Items 15 through 17 apply to the material: Does the material include one or more numbers that convey or support the topic?

  • Part A: Core
  • Part B: Practices
  • Part C: Numbers
  • Part D: Risk

Score Summary for

Part C: Numbers = 

00 / 00

The material received 00 out of 00 possible points on Part C.

Almost there! More detailed feedback is coming at the end. Click Next to keep going and review Risk.


Part D: Risk

This section may not apply to all materials.

This is the Risk section of the scoring tool. It includes 3 "yes" or "no" questions about expressions of risk. Items 19 and 20 also have a "not applicable (N/A)" option.

Answer this question to determine if Items 18 through 20 apply to the material: Does the material present information, including numbers, about risk?

  • Part A: Core
  • Part B: Practices
  • Part C: Numbers
  • Part D: Risk

Score Summary for

Part D: Risk = 

00 / 00

The material received 00 out of 00 possible points on Part D.

Good work. More detailed feedback is almost here. Click Next for the final score.


Final Score:

00 / 00

The material received 00 out of 00 possible points.


Congratulations!

Room for Improvement

Use the Index to improve the material’s score.

The score details will give you an item-by-item overview. Revisit the items that scored a zero; take a look at the item explanations and examples. Visit the Example Materials section for more ideas on how to improve the material's score.


Tips Your audience may have a hard time understanding the content of this material.

You may need to rethink how you’re presenting the information. Consider your audience’s information needs and literacy skills. Once you’ve revised the material, run through the Index again to check your work.


Remember to use active voice, short sentences, and short paragraphs.

Check the Federal Plain Language Guidelines for explanations and examples.


Visit the User Guide for more explanations and examples on each item.

The material followed many of the recommendations from the body of research on clear communication.

The score details will give you an item-by-item overview. Revisit the items that scored a zero. Visit the Example Materials section for more ideas on how to improve the material’s score.


Tips Review the score details to see what improvements you can make to increase the material’s effectiveness. Once you’ve revised the material, run through the Index again to check your work.


Remember to use active voice, short sentences, and short paragraphs. Check the Federal Plain Language Guidelines for explanations and examples.


Visit the User Guide for more explanations and examples on each item.

Great work — the material follows most of the recommendations from the body of research on clear communication. See the score details for an item-by-item overview.

Tips Be sure to check the material against the Federal Plain Language Guidelines. Remember to use active voice, short sentences, and short paragraphs.

Visit the User Guide for more explanations and examples on each item.

Terrific work — the material follows recommendations from the body of research on clear communication.

Tips You’ve clearly put a lot of time and effort into creating an understandable document, and it’s paid off. Before you’re finished, you need to make sure you’ve followed the Federal Plain Language Guidelines throughout. Remember to use active voice, short sentences, and short paragraphs.

Visit the User Guide for more explanations and examples on each item.

Final Score Details:

The material received 00 out of 00 possible points.

The material received 00 out of 00 possible points.

The material received 00 out of 00 possible points.

The material received 00 out of 00 possible points.

Make sure the material has one obvious main message.

The main message should reflect the purpose and most important information in the material. You can combine the main message statement and the call to action (what you want people to do after receiving and understanding the main message), or they can be separate sentences.

Example

This Lancet medical journal article puts its main message out in front and on top, simply and directly.

People look for the most important information at the top, beginning, or front of a material.

When you feature main message prominently, people can find it more easily and quickly.

Use a visual hierarchy to prioritize information and help people scan for what they most need.

Example

SF72 is an platform for emergency preparedness. This video demonstrates how the SF72 site uses visual hierarchy to place the most important messages first and add additional important information clearly and effectively.

Visual cues signal meaning and importance.

When you use visual cues to draw attention to the main message, people will more easily and quickly recognize its meaning. Examples of visual cues are:

  • Size
  • Boldface
  • Color
  • Shape
  • Surrounding white space or image backgrounds
  • Font type
  • Orientation and alignment
  • Lines and arrows
  • Heading, such as “What you need to know”

To make visual cues compatible with web accessibility guidelines, include descriptive alternative text, such as “The main message is...,” for the screen reader.

Example

The National Climate Assessment summarizes the impacts of climate change on the United States. See how the authors emphasize the main message and provide a call to action ("Early action and prevention").

Click to Enlarge
Images, photographs, and illustrations capture attention, create emotion, and clarify ambiguity.

When clearly designed and not overloaded with information, images can help people easily and quickly grasp information and find meaning. The words and visuals in the material should convey the same message and reinforce each other.

Labels and captions will help audiences easily interpret and quickly get the gist of a complicated visual and reduce chances of misinterpretation.

Example

Climate Change Directly Impacts Human Health.

The Lancet Climate Commission How can we transform climate change from a threat to an opportunity to improve global health?

Create a Call to Action

People want to know what they should do with the information you've given them. Even when your purpose is to inform an audience, think about why they need this information, and use this insight to create a call to action.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

People react more favorably to active voice and third person plural.

Active voice is used most often in conversation, and it allows the subject of the sentence to perform the action. People use the active voice because it is more accurate, direct, precise, and interesting. Using the third person plural voice lets the audience interpret themselves as part of a larger group, without feeling forced or commanded to engage.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Third Person Plural Active Voice: People wash fruits and vegetables before they cut or peel them.

Second Person: Wash fruits and vegetables before you cut or peel them.

Passive Voice: Fruits and vegetables should be washed before they are cut or peeled.

Choose words that are familiar to the primary audience.

Familiar words use recognized more quickly and with less effort by the brain, leading to less confusion.

  • Be cautious with slang, colloquial, metaphorical, or offensive language. Metaphors, in particular, can either help or hinder your message depending on how well they are used.
  • Identify and explain unfamiliar terms in the same sentence or immediately after.
  • Use acronyms and abbreviations very sparingly, and spell them out and explain what they refer to.
  • If people don’t need to know the full word or phrase, use alternative phrasing.
  • Testing the material with people and small groups of your audience can tell you if you have used the language that will resonate.
Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Simplify text with short lists to make it easier to digest and remember.
  • Use lists to break up text in the body of the material and make information easier to scan and read.
  • Lists with more than 7 items should be broken into sub-lists.
Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Before:

There are many factors that put you at risk for developing type 2 diabetes. Being overweight or obese is one of the major risk factors. Having a parent, brother, or sister with diabetes is also a risk factor. If you are African American, American Indian, Asian American, Pacific Islander, or Hispanic/Latino American you may be at greater risk.

After:

Risk factors For Diabetes

You may be at risk for type 2 diabetes if you:

  • Are overweight or obese
  • Have a parent, brother, or sister with diabetes
  • Are African American, American Indian, Asian American, Pacific Islander, or Hispanic/Latino American
Chunked information is less dense and overwhelming to read.

Chunked text and information helps audiences group similar ideas, build relationships, and recall its meaning.

Use headings to organize and label chunks so that they:
  • accurately reflect the information that follows
  • are visually distinct (in font style, size, and with spacing) from the body text of the document
  • are separated from other chunks by more white space above the heading than below

Example

This example from SF72 chunks items for emergency preparedness into 3 categories: essential, useful, and personal.

Gear up.
If your child is active in sports, make sure he uses the right protective gear for his activity, like a helmet, wrist guards, or knee or elbow pads.

Use the right stuff.
Be sure that protective sports gear is in good condition and worn correctly at all times. For example, avoid missing or broken buckles or worn-out padding.

Practice makes perfect.
Have your child learn and practice the skills she needs for her activity. For example, if she plays football, knowing how to tackle safely is important in preventing injuries. Be sure to safely and slowly increase your child's activities so she can improve her physical fitness. This can protect your child from getting hurt.

Simplify. Include only the most important information for the main message you've selected.

Present information so that the amount doesn't overwhelm the audience. You don't need to provide all the information you have in one material. You can provide the audience ways to get additional or related information if they want it.

Use a visual hierarchy to prioritize information and help people scan for what they most need.

Example

Examples of types of information that may be important include:

  • Basics I need to know (Builds understanding)
  • I would like to learn more (Helps them assess)
  • I can do this (Helps with overcoming barriers)
  • How will this help me? (Offers motivation)
  • Ways I can take action (Helps formulate a strategy)
  • Where can I go for help? (Provides community resources)

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Communicate uncertainty.

Be clear and concise about what is known, but also communicate and acknowledge uncertainty about data, findings, recommendations, guidance, and action steps. What we know today may not be fully accurate or sufficient to answer all of the public’s questions. Acknowledging uncertainty introduces the idea that scientific findings and policy recommendations may change over time as people learn and improve.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Provide practical recommendations and next steps.

Tell people upfront what they can do to prevent and prepare for climate change. Practical recommendations are specific, meaningful activities that people can take to protect their personal and family health. When you create climate change-based messages, focus on practices, their meaning, and what they enable rather than isolated behaviors, facts, or statistics.

Example

At the bottom of this SF72 emergency preparedness call to action, it list 3 practical steps that anyone can take to get more prepared for emergencies:

  • Get Connected
  • Gather Supplies
  • Make a Plan

Make new practices meaningful.

Give people reasons why they should (or should not adopt) new practices and tell them possible consequences of adopting (or not adopting) them.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Provide practical next steps and pathways to adoption.

In addition to recommending practices, be sure to provide people with steps to help them adopt those practices. Be as specific as possible about:

  • specific actions or tasks
  • how often or how long the new practice takes
  • the materials or skills needed to make it successful
  • locations
  • likely obstacles and ways to avoid or resolve them

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Express numbers in common terms.

Most people find it challenging to interpret percentages, decimals, fractions and other numbers commonly used in research, science, and policy. For example, many people have difficulty with very large and very small numbers and measurement units such as milligrams. Always ask potential audience members about their understanding of numbers used in the material. If you unable to do audience research, use numbers most often used by non-experts, such as whole numbers.

Note: There are some instances in which decimals are commonly used, such as human body temperature (98.6 degrees).

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Combine numeric and qualitative descriptions.

Explain the meaning and provide the number when using qualitative descriptions of amounts, such as "high" and "low" or "large" and "small". Avoid using qualitative or quantitative descriptors by themselves. Always provide comparisons and give context for what they mean.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Show your calculations.

Be sure to do the math rather than expect others to make the calculations themselves. Provide calculations and conversions so that people are able to follow the logic, and so they aren’t distracted, misinformed, confused or intimidated by the numbers and formulas.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Be upfront and honest about actual threats and harm and how an audience will be affected.

State the cause and effect connection(s) between the risk and the effects of being at risk. Provide enough information so that audiences can evaluate what the risk means to them and how they might be affected.

  • What will happen if they don’t take the recommended actions or perform behaviors to protect or promote their health?
  • Will they experience a minor, temporary inconvenience or a life-changing event with long-term effects?

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Benefits and risks may not be common sense.

Recognize that different groups of people may perceive risks and benefits differently. Non-expert audiences may interpret them differently than academics, public health practitioners, environmentalists, or policy makers. To make informed decisions, people need to understand the risks (perceived and actual) and benefits (perceived and actual) of practices, treatments, and preventive measures. They also need to understand how those risks and benefits apply directly to their concerns.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

Mix probabilities with words and visuals.

People better understand probabilities when they are presented with words and visuals that match and reinforce the meaning of the numbers than when numbers are presented alone.

Example

We are still assembling examples. Do you have a good example that would fit well here? Send us a note and please include the question number it applies to at info@coclimate.com.

About this Tool

This tool is developed and maintained by CoClimate as an effort to provide research-based guidance for the design of scientific and evidence-based communications materials around climate impacts and solutions.

The tool was repurposed using the public domain source code from the Center for Disease Control's (CDC) Clear Communications Index which was developed by the Office of the Associate Director for Communication. This tool builds on the CDC's work and provides examples tailored to climate change solution, emergency preparedness, and climate impacts to public health.

To offer feedback, find out more information, discuss how this tool can be customized for your work, or to participate in science communications research aimed at evaluating this tool's effectiveness, please contact info@coclimate.com

Share This Widget

To share this site as a widget, cut and paste the HTML code below into your website

<iframe style="width: 935px; height: 725px; border: none; position: relative;" src="http://coclimate.github.io/Gusto/#" title="A Tool to Create Clarity in Climate Communications" ><!-- Gusto from CoClimate --></iframe>