Campaign Management Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?
Complete this form to get access to the toolkit content
*Required fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Email Campaign Management to increase engagement with consumers through autoresponder campaigns, triggered and transactional emails, re engagement campaigns, and other Marketing Automation.

More Uses of the Campaign Management Toolkit:

  • Ensure you are skilled in areas of Digital Marketing, Decision Management, inbound and real time marketing, Predictive Analytics and Data Mining or Campaign Management.

  • Ensure you liaise; lead pacing, Campaign Management, and Community Management.

  • Ensure you accomplish; build, maintain, and implement Best Practices for Marketing Automation and Demand Generation in Campaign Management, lead routing, processes, and Data integrity.

  • Formulate: coordination, Campaign Management.

  • Devise: Campaign Management Tools.

  • Supervise: direct Campaign Management.

  • Ensure you liaise; lead business project advise, Campaign Management express scripts.

  • Guide: Campaign Management/strategy.

  • Establish that your enterprise complies; issues Campaign Management/leadership.

  • Ensure you suggest; solid product and Campaign Management Skills.

  • Ensure you accumulate; lead Digital Customer Transformation Efforts by developing the strategy and integration plan for offline and online Campaign Management.

  • Establish: Digital Marketing operations Campaign Management management.

  • Formulate: Campaign Management Process.

  • Ensure all work together on diverse projects from advanced pre configured solutions and methodologies, to brand building and Campaign Management.

  • Govern: program/Campaign Management and execution.

  • Ensure you gain; lead and develop a robust team to support Campaign Management objectives.

  • Execute day to day sales, marketing, and Campaign Management.

  • Use Campaign Management solution to create Customer Journey and touch point to improve retention and Evaluate Performance.

  • Supervise: main liaison for digital Campaign Management of Third Party Vendors.

  • Ensure you understand how digital channels work together and approach Campaign Management holistically while understanding the value and limitations of each channel.

  • Analyze and optimize Campaign Management Process, enhance omni Channel Marketing, improve engagement metrics.

  • Help build the affiliate and reseller database, setup direct email campaigns, Campaign Management.

  • Create annual Strategic Plan for Campaign Management aligned with brand and channel Business Objectives.

  • Coordinate closely with Campaign Management on campaign needs to ensure scope, timelines, and protocols are being met.


Save time, empower your teams and effectively upgrade your processes with access to this practical Campaign Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Campaign Management 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 Campaign Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Campaign Management 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Campaign Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the types and number of measures to use?

  2. What Management System do you use to leverage the Campaign Management Experience, ideas, and concerns of the people closest to the work to be done?

  3. Think about some of the processes you undertake within your organization, which do you own?

  4. What will drive Campaign Management change?

  5. How will effects be measured?

  6. Are you paying enough attention to the partners your company depends on to succeed?

  7. Are supply costs steady or fluctuating?

  8. Which Campaign Management data should be retained?

  9. What qualifications are needed?

  10. How do you assess your Campaign Management workforce capability and capacity needs, including skills, competencies, and staffing levels?

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 Campaign Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Campaign Management 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 Campaign Management Self-Assessment and Scorecard you will develop a clear picture of which Campaign Management 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 Campaign Management 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 Campaign Management projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Campaign Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Campaign Management Project Team have enough people to execute the Campaign Management Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Campaign Management Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Campaign Management 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 Campaign Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Campaign Management 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 Campaign Management 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 Campaign Management Investments work better.

This Campaign Management 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.