Marketing Strategy Toolkit

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Serve as an internal Digital Marketing thought leader; helping to identify Digital Marketing trends, new technologies, evolving Best Practices, competitor activity and testing opportunities that help drive thE Business forward.

More Uses of the Marketing Strategy Toolkit:

  • Ensure you compile; 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.

  • Drive: test and explore new acquisition channels based on a sound content and Influencer Marketing Strategy, in partnership with your demand gen team.

  • Ensure the clients media and marketing needs are addressed and analyzed to develop an effective media/Marketing Strategy.

  • Be accountable for anticipating bottlenecks, provide escalation management, anticipate and make tradeoffs, and balancE Business needs versus constraints.

  • Collaborate with research and insights team to enhance your segmentation, personalization, and targeting capabilities to drive engagement and transactions across channels.

  • Identify: partner with Social Media team on Influencer Campaigns, strategies, and analysis to evolve influencer plans to be a highly effective piece of the Marketing Strategy.

  • Supervise: growth and learning mindset to stay abreast of Industry Trends and assimilate new job related information appropriately.

  • Distill Complex Data into easily digestible, actionable, and timely insights for enterprise and commercial Team Leaders.

  • Manage to provide input for the Sales And Marketing Strategy for the events by identifying and suggesting possible sponsors, supporters and media partners.

  • Ensure you head; lead analysts and provide mentorship on technical and strategic skills while ensuring that the processes and activities of the Data Analysts enhance Marketing Strategy.

  • Oversee and evaluates Market Research and adjusts Marketing Strategy to meet changing market and competitive conditions, while monitoring competitor products, Sales And Marketing activities.

  • Coordinate with the Marketing Department to develop Marketing Strategy and ensure a consistent image is being portrayed.

  • Drive Best Practices to increase sales efficiency and effectiveness via deal review, early checkpoint and enforcement of standard Business Practices and policies.

  • Audit: monitor and report on the impact of Marketing Programs through evaluation of performance, market reaction, and contribution to sales and profit.

  • Maximize Consumer Engagement by anticipating needs, exceeding expectations, increasing traffic, improving conversion, and driving Sales Growth.

  • Drive: strategically develop and implement a comprehensive Email Marketing Strategy encompassing multiple automated nurture campaigns and ongoing content campaigns focused on accelerating qualified leads.

  • Assure your strategy oversees development of financial projections, pro forma financial models, valuation analysis, and synergy models in support of potential transactions.

  • Lead: directly manage the internal creative team and contractors in the creation of on brand, effective advertising materials to drive revenue supporting the Marketing Strategy while ensuring adherence to budget.

  • Pilot: implement the Digital Marketing Strategy pre, during and post events, focusing on Brand Awareness and Lead Generation goals.

  • Ensure you steer; build an authentic multi channel brand and comms Marketing Strategy ensuring content is consistent in positioning for new and existing services and features across functional areas, products, and channels.

  • Collaborate and liaise across Marketing Excellence and other enabling areas in support of campaign activities and execution management.

  • Secure that your group oversees and evaluates Market Research and adjusts Marketing Strategy to meet changing market demographic and competitive conditions.

  • Manage content distribution across paid media and partner closely with your paid media and social teams driving a holistic Marketing Strategy.

  • Align content with Marketing Strategy to ensure appropriate representation; identify penetration targets and oversee effectiveness of overall Marketing Strategy.

  • Improve revenue and productivity by working closely with stakeholders across your organization to understand the Business Intelligence and insights needs of End Users.

  • Identify new content opportunities; repurpose existing content; and explore other ways to elevate the Content Marketing Strategy.

  • Collaborate with creative leads and the cross functional Marketing Team to align on Marketing Strategy and design direction.

  • Methodize: partner with various stakeholders to communicate and advance the Marketing Strategy and ensure alignment across functions and with the overall Business Strategy.

  • Facilitate marketing scorecard measurement and corporate scorecard reporting in support of broad Marketing Strategy and effectiveness, collaborating closely with marketing and Business Development colleagues.

  • Initiate: proactively generate insights into actions of key competitors and provide structured proactive thinking on potential business responses.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are risk triggers captured?

  2. How do you spread information?

  3. Scope of sensitive information?

  4. Which needs are not included or involved?

  5. How do you reduce costs?

  6. What are predictive Marketing Strategy analytics?

  7. How do you recognize an Marketing Strategy objection?

  8. How do you improve your likelihood of success?

  9. What Marketing Strategy metrics are outputs of the process?

  10. To what extent does each concerned units Management Team recognize Marketing Strategy as an effective investment?

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

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

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

  4. Closing Process Group: Did the Marketing Strategy Project Team have enough people to execute the Marketing Strategy 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 Strategy 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 Strategy 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 Marketing Strategy 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 Strategy 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 Strategy project with this in-depth Marketing Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Marketing Strategy 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 Strategy 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 Strategy investments work better.

This Marketing Strategy 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.