Marketing Organization Toolkit

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Head Marketing Organization: champion your projects internally at facebook with broad partners as engineering, finance, legal, regulatory and policy.

More Uses of the Marketing Organization Toolkit:

  • Coordinate Marketing Organization: work closely with the Marketing Organization and the integrated organization team to develop and execute integrated product launches and brand campaigns.

  • Formulate Marketing Organization: act as a financial Business Partner for the Cloud Marketing Organization and support your organization on its journey towards a SaaS/PaaS specific Business Model.

  • Lead Marketing Organization: work cross functionally to communicate standards, findings from attribution analysis and Optimization Strategies across the Marketing Organization.

  • Unify your organization brand and build the Marketing Organization, processes and efforts to drive Brand Recognition, corporate communications and Demand Generation across all products.

  • Be accountable for supporting the Marketing Organization with deeper dive analysis, reporting and actionable insights.

  • Look for opportunities to automate process and build scalable infrastructure to support the Marketing Organization.

  • Provide analytic support to the Downstream Marketing Organization through Business Engagement and technical execution on Data Analytics projects.

  • Secure that your design complies; implements and executes the launch strategies developed by the Sales And Marketing Organization by providing product introductions and in services for customers.

  • Establish that your group provides direction to local Marketing Organization in regard to marketing and intranet and traditional advertising initiatives.

  • Organize Marketing Organization: work closely with the it, Sales And Marketing Organizations functional leads to formulate and deliver insights to production.

  • Make sure that your enterprise complies; directs operational processes and practices across Marketing Organization, focusing on greater agility and improved effectiveness.

  • Collaborate with Content Marketing and Product Marketing teams to develop bespoke content assets and tailored messaging to specifically address the accounts pain points.

  • Assure your group utilizes end user marketing insights, digital prospecting techniques, and centrally developed lead campaigns to generate opportunities and close new business.

  • Ensure you lead a team whose focus is to mine and analyze data from organization databases to drive optimization and improvement of Product Development, marketing techniques and Business Strategies.

  • Manage work with marketing managers to optimize subscription features across platforms.

  • Direct Marketing Organization: proactively engage with the direct and inDirect Sales teams to coordinate, communicate, and optimize the impact of marketing activities.

  • Manage work with Business Strategy and analytics department to efficiently and effectively deploy marketing resources and measure and optimize the efficacy of marketing campaigns and fan engagement.

  • Be accountable for planning, implementing, monitoring and completing projects, ensuring effective management of scope, resources, time, cost, quality, risk and communications.

  • Engage customers in regular Business Review to ensure adoption, marketing maturity advancement, and during critical issues to drive rapid resolution.

  • Manage work with Inbound Marketing to cultivate customer/prospect relationship.

  • Execute various call campaigns by leveraging lead sources derived by Field Sales, marketing programs, trade show is, Business Partners, etc.

  • Pull, analyze, and report marketing and business data to identify trends and patterns that reveal Customer Behavior and habits.

  • Manage work with Digital Marketing team to build Communication Strategy to partners and entrepreneurs, leveraging various channels and social sites.

  • Direct Marketing Organization: concept, design and execute engaging creative assets in support of your marketing efforts across all channels print, social, digital, etc.

  • Initiate Marketing Organization: Program Managers forecast work, ensure it is strategically aligned with marketing goals, mitigate issues and collaborate with cross functional counterparts.

  • Establish Social Media marketing goals and KPIs analyze and report on the effectiveness of your content and initiatives.

  • Meet weekly, monthly, and annual sales quotas through the successful implementation of Sales And Marketing strategies and tactics.

  • Audit Marketing Organization: research Digital Marketing trends, Best Practices for experiential marketing, new technologies and advertising strategies as it relates to interActive Design to drive the launch of future creative campaigns that support Business Objectives.

  • Analyze the results of all campaigns while finding opportunities to improve and optimize the performance going forward and share big picture learnings with the marketing team.

  • Provide Business Systems Analysis leadership and guidance for a Customer Portal environment and marketing systems.

  • Confirm your organization secures technology resources to support the corporate agenda, escalate issues and anticipate project specific risks to ensure timely and on budget project implementations.

  • Systematize Marketing Organization: Fiscal Management of the project and implementation of the sustainability plan to ensure program continuation into the future.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Which Marketing Organization impacts are significant?

  2. Is pre-qualification of suppliers carried out?

  3. Are supply costs steady or fluctuating?

  4. What is your decision requirements diagram?

  5. Do your leaders quickly bounce back from setbacks?

  6. What is the scope of the Marketing Organization effort?

  7. Who sets the Marketing Organization standards?

  8. How do you manage Marketing Organization Knowledge Management (KM)?

  9. What are the record-keeping requirements of Marketing Organization activities?

  10. How have you defined all Marketing Organization requirements first?

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

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

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

  4. Closing Process Group: Did the Marketing Organization Project Team have enough people to execute the Marketing Organization 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 Marketing Organization 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 Marketing Organization Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

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

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 Marketing Organization 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 Organization project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Marketing Organization 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 Organization 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 Organization investments work better.

This Marketing Organization 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.