Marketing Operations Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Marketing Operations 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 998 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 Operations improvements can be made.

Examples; 10 of the 998 standard requirements:


1. What is the empirical relationship of marketing operations alignment customer orientation and competitor orientation in the manufacturing industry?
   
   

2. How many total operating or business units would be required if each unit requests to manage marketing operations independently from others?
   
   

3. How is real time data ingestion and processing messages from IoT devices into a big data analytic platform being used in transit?
   
   

4. Have a lack of resources or capabilities in key marketing functions impaired your performance or ability to execute effectively?
   
   

5. How to mature and transform marketing operations by implementing optimized processes, automation, and data centric decisions?
   
   

6. Are you prepared, if needed, to temporarily lower your standard of living until your business in firmly established?
   
   

7. How can marketing operations alignment be measured in keeping with the derived theory in the manufacturing industry?
   
   

8. How does your organization compare to peers and best practices, and how can its effectiveness be increased?
   
   

9. How should small and medium enterprises prepare themselves in the era of transformative marketing and OM?
   
   

10. Are your strategies centered around creating the best products or the best solutions for your customers?
    
    


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 Operations book in PDF containing 998 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Responsibility Assignment Matrix: Does the contractor use objective results, design reviews, and tests to trace schedule?
   
   

2. Project Performance Report: To what degree will each member have the opportunity to advance his or her professional skills in all three of the above categories while contributing to the accomplishment of the teams purpose and goals?
   
   

3. Activity Duration Estimates: Why is there a new or renewed interest in the field of Marketing Operations project management?
   
   

4. Quality Management Plan: Are there processes in place to ensure internal consistency between the source code components?
   
   

5. Project or Phase Close-Out: In addition to assessing whether the Marketing Operations project was successful, it is equally critical to analyze why it was or was not fully successful. Are you including this?
   
   

6. Requirements Management Plan: Is stakeholder risk tolerance an important factor for the requirements process in this Marketing Operations project?
   
   

7. Assumption and Constraint Log: Is staff trained on the software technologies that are being used on the Marketing Operations project?
   
   

8. Schedule Management Plan: Are post milestone Marketing Operations project reviews (PMPR) conducted with your organization at least once a year?
   
   

9. Activity Resource Requirements: Do you use tools like decomposition and rolling-wave planning to produce the activity list and other outputs?
   
   

10. Procurement Management Plan: Are staff skills known and available for each task?


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

1.0 Initiating Process Group:


• 1.1 Marketing Operations project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Marketing Operations 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 Operations 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 Operations investments work better.

This Marketing Operations 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.