Marketing Leadership Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Marketing Leadership 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 992 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 Leadership improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. What types of sales and marketing materials, such as playbooks and battle cards, should be created to support account-based marketing efforts, and how can marketing leaders ensure that these materials are aligned with the needs of target accounts?

  2. How can marketing leaders use scenario planning and future-forward thinking to anticipate and respond to emerging trends and disruptions, and what are the key considerations for using scenario planning to drive business model innovation?

  3. What are the key technological advancements and trends that the marketing leader should be aware of to drive innovation and experimentation, and how can they leverage these advancements to drive business model innovation and disruption?

  4. What are the key performance indicators (KPIs) used to measure the success of customer data platform (CDP) and customer data management (CDM) initiatives, and how are they integrated into the organization's overall marketing strategy?

  5. What are the most effective ways for the marketing leader to stay up-to-date with the latest marketing trends, technologies, and innovations, and how can they apply this knowledge to drive business model innovation and disruption?

  6. What role does sales outreach and engagement play in an account-based marketing strategy, and how can marketing leaders ensure that sales teams are equipped with the right messaging, content, and tools to engage target accounts?

  7. How can marketing leaders measure the return on investment (ROI) of their account-based marketing strategy, and what types of attribution models should be used to assign credit to different marketing touchpoints and activities?

  8. What are the key skills and competencies that the marketing leader should look for when building a team that can drive marketing innovation and experimentation, and how can they develop these skills within their existing team?

  9. How can marketing leaders use data and analytics to identify and address gaps and inefficiencies in their account-based marketing strategy, and what types of optimization tactics can be used to improve performance over time?

  10. What role does customer experience and customer success play in an account-based marketing strategy, and how can marketing leaders ensure that target accounts have a positive and seamless experience across all touchpoints?


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 Leadership book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Is documentation created for communication with the suppliers and vendors?

  2. Schedule Management Plan: Has a provision been made to reassess Marketing Leadership project risks at various Marketing Leadership project stages?

  3. Stakeholder Management Plan: Are there any potential occupational health and safety issues due to the proposed purchases?

  4. Team Member Status Report: How does this product, good, or service meet the needs of the Marketing Leadership project and your organization as a whole?

  5. Procurement Audit: Are trial balances taken weekly for general ledgers for all funds?

  6. Stakeholder Management Plan: Why is it important to reduce deliverables to a smallest component?

  7. Source Selection Criteria: How and when do you enter into Marketing Leadership project Procurement Management?

  8. Procurement Audit: Are all claims certified by the officer giving rise to the claim (usually the purchasing agent)?

  9. Risk Audit: Does your organization have a social media policy and procedure?

  10. Team Directory: Process decisions: which organizational elements and which individuals will be assigned management functions?

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

1.0 Initiating Process Group:

  • 1.1 Marketing Leadership project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Marketing Leadership 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 Leadership 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 Leadership 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 Leadership 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 Leadership 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 Leadership project with this in-depth Marketing Leadership Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Marketing Leadership 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 Leadership 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 Leadership investments work better.

This Marketing Leadership 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.