Integrated Marketing Toolkit

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Head Integrated Marketing: own service presentation standards for merchants to drive conversion and share of checkout, and compliance with risk requirements.

More Uses of the Integrated Marketing Toolkit:

  • Be certain that your organization develops and maintains relationships with a network of specialized External Service Providers for needs that are outside of Marketing Services capabilities or capacity.

  • Coordinate Integrated Marketing: proactively evaluate data, discover insights, and share knowledge and expertise to refine existing Digital Solutions and implement new platforms.

  • Be accountable for marketing principles develop Integrated Marketing Plans and strategic market objectives by channel, partner with device marketing on marketing execution, and measure execution and return on investment (ROI).

  • Arrange that your organization develops annualized Marketing Plans and associated budgets for assigned services that align with Business Objectives and provide integrated programs to generate leads.

  • Provide Customer Insights to brand, Integrated Marketing, innovation and strategy teams and identify the need for additional customer Marketing Research (consumer, customer or channel).

  • Help identify the most Effective Communication channels to reach relevant target groups and help to feed channels with the appropriate messaging.

  • Ensure you negotiate; lead development of omni channel media Communication Strategy for agreed focus brands in consumer and professional channels to deliver against brand strategies.

  • Serve as the main point of contact for internal stakeholders to manage and ensure consistency in Integrated Marketing campaigns/programs.

  • Pursue ongoing learning by initiating dialog with department managers, investment specialists, and compliance personnel regarding investment related products, concepts, and topics.

  • Establish Integrated Marketing: partner with brand marketing, Consumer Insights, sales, creative services and departments to develop Integrated Marketing Communications plans to deliver Business Objectives.

  • Ensure you designate; lead development of omni channel Communication Strategy for agreed focus brands in consumer and professional channels to deliver against brand strategies.

  • Oversee Integrated Marketing: partner with brand and Integrated Marketing on outbound marketing and advertising strategies and programs to drive consumer awareness, adoption and long term engagement.

  • Collaborate with internal team members to continuously improve Integrated Marketing content and messaging to support growth of brand and support new product launches.

  • Guide Integrated Marketing: analytical prowess that drive you to assess behavior and performance, track and understand the right data, and convert to insights that lead to further improvement of your organization.

  • Provide visibility into marketing campaign results, measure campaign effectiveness, and influence future decisions to optimize campaign strategies.

  • Arrange that your strategy leads a team to develop brand, Thought Leadership, event, social strategies and tactical execution plans using a Best Practices framework.

  • Lead Integrated Marketing: leverage Customer Analytics and communications tools to build Integrated Marketing campaigns that identify, nurture, engage, and convert target accounts.

  • Ensure you build and constantly improve your organizations Integrated Marketing strategy, Test Plans, and overall Program Development while creating new flows, and nurture campaigns for prospects and customers.

  • Measure and monitor the effectiveness of all marketing activities and plans by collecting data points that contribute to the review of marketing activities.

  • Coordinate Integrated Marketing: act as a brand steward, ensuring all content and materials are on brand using brand tone of voice and visual style to drive consistency across organization communications.

  • Collaborate with colleagues in marketing, executive engagements, Customer Success, learning and other groups to lead development and execution of Integrated Marketing Communications plans across internal and External Stakeholders and channels.

  • Orchestrate Integrated Marketing: group deliver Best In Class Digital Services, powerful Data Platforms, Augmented Reality solutions, Integrated Marketing strategies, bundled services, and more.

  • Confirm your corporation leads collation and distribution of client Status Reports and coordinates the day to day execution of marketing content with the work Flow Management team.

  • Collaborate closely with the Brand Strategy and Integrated Marketing Team to ensure all Digital Content meets marketing and brand standards.

  • Lead the growth of your organization by helping to reinforce organization culture, recruit talent and develop positive partner relationships.

  • Remain current on investment industry news, trends, and tools while gathering information on Competitive Products, investment techniques, and security types.

  • Create campaign briefs that clearly communicate purpose and goals; drive Content Development, detailed Project Management, and budget plans.

  • Make sure that your organization develops annualized Marketing Plans and associated budgets for assigned services that align with Business Objectives and provide integrated programs to generate leads.

  • Methodize Integrated Marketing: concept and direct Integrated Marketing campaigns and multimedia work that tell compelling Brand Stories and meet Business Objectives.

  • Evaluate Integrated Marketing: leverage Customer Analytics and communications tools to build Integrated Marketing campaigns that identify, nurture, engage, and convert target accounts.

  • Establish a scalable, integrated DataOps approach inclusive of people, processes, procedures, technology, tools, etc.

  • Be accountable for executing paid Digital Marketing campaigns across platforms in order to drive new User Acquisition growth, increase Customer Retention and revenue.

  • Manage work with contract security providers on Service Level Agreements, Key Performance Indicators, and develop and maintain post orders, Response Procedures, and Best Practices.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Integrated Marketing 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 Integrated Marketing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you keep the momentum going?

  2. How are costs allocated?

  3. How has the Integrated Marketing data been gathered?

  4. How do you manage Integrated Marketing risk?

  5. Are there any easy-to-implement alternatives to Integrated Marketing? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  6. What is the standard for acceptable Integrated Marketing performance?

  7. How do you keep improving Integrated Marketing?

  8. What successful thing are you doing today that may be blinding you to new growth opportunities?

  9. What Integrated Marketing standards are applicable?

  10. What risks do you need to manage?

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 Integrated Marketing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Integrated Marketing Project Management Form Templates covering over 1500 Integrated Marketing 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 Integrated Marketing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Integrated Marketing Project Team have enough people to execute the Integrated Marketing 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 Integrated Marketing 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 Integrated Marketing 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 Integrated Marketing 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 Integrated Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Integrated Marketing 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 Integrated Marketing 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 Integrated Marketing investments work better.

This Integrated Marketing 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.