Marketing Technology Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Marketing Technology Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Marketing Technology related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Marketing Technology specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Marketing Technology Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Marketing Technology improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Is the marketing organization on the verge of being left behind as the rest of the business accelerates its transformation?
   
   

2. What are the ethical security responsibilities that are inherent in collecting and maintaining marketing data?
   
   

3. What area will see the greatest impact from more effective collaboration between brand and organization peers?
   
   

4. What capabilities do you feel must be improved to enhance customer identity resolution at your organization?
   
   

5. How are the worlds top marketing teams taking a more intelligent approach to stay ahead in changing times?
   
   

6. What are your organizations ESG related policies and how do ESG factors influence its investment beliefs?
   
   

7. When and how should your organization initiate a price change and respond to a competitors price changes?
   
   

8. What are the most important reasons you would choose a partner for the delivery of customer experiences?
   
   

9. Where are you finding marketing leaders who bring a healthy combination of the creative and analytical?
   
   

10. What aspects need to be considered when conducting a legal evaluation of digital marketing use case?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Marketing Technology book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Marketing Technology self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Marketing Technology Self-Assessment and Scorecard you will develop a clear picture of which Marketing Technology areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Marketing Technology Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Marketing Technology projects with the 62 implementation resources:


• 62 step-by-step Marketing Technology Project Management Form Templates covering over 1500 Marketing Technology project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: Can small orders such as magazine subscriptions and non-product items such as membership in organizations be processed by the ordering department?
   
   

2. Variance Analysis: Can the contractor substantiate work package and planning package budgets?
   
   

3. Risk Register: Are there other alternative controls that could be implemented?
   
   

4. Change Request: Customer acceptance plan how will the customer verify the change has been implemented successfully?
   
   

5. Stakeholder Analysis Matrix: Participatory approach: how will key stakeholders participate in the Marketing Technology project?
   
   

6. Activity Duration Estimates: Are Marketing Technology project management tools and techniques consistently applied throughout all Marketing Technology projects?
   
   

7. WBS Dictionary: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?
   
   

8. Quality Audit: How does your organization know that its system for attending to the particular needs of its international staff is appropriately effective and constructive?
   
   

9. Activity Duration Estimates: If Marketing Technology project time and cost are not as important as the number of resources used each month, which is the BEST thing to do?
   
   

10. Activity Cost Estimates: Who & what determines the need for contracted services?


 
Step-by-step and complete Marketing Technology Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Marketing Technology project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Marketing Technology project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Marketing Technology project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Marketing Technology project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Marketing Technology project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Marketing Technology project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Marketing Technology project with this in-depth Marketing Technology Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Marketing Technology projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Marketing Technology and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Marketing Technology investments work better.

This Marketing Technology All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.