Marketing Technology Toolkit

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Supervise Marketing Technology: research and recommend innovative, and where possible automated, approaches for System Administration tasks; identify approaches that leverage your resources and provide Economies Of Scale.

More Uses of the Marketing Technology Toolkit:

  • Develop Marketing Technology:, Data Science/data analysts, data foundations, Data Visualization, Marketing Technology and ad ops) to represent analytics needs (e.

  • Work with Marketing Technology, analytics and Engineering teams to spot gaps in the current process, resolve the issues quickly, document and make improvements in efficiency, deliverability and Cycle Time.

  • Establish Marketing Technology: omnichannel Program Management is part Project Management, part Marketing Technology operations and part general Channel Management.

  • Head Marketing Technology: research and build innovative data solutions and tools with a mind for trends in Digital Marketing and Marketing Technology.

  • Lead Marketing Technology: omnichannel Program Management is part Project Management, part Marketing Technology operations and part general Channel Management.

  • Manage work with Marketing Technology, analytics and Engineering teams to spot gaps in the current process, resolve the issues quickly, document and make improvements in efficiency, deliverability and Cycle Time.

  • Initiate Marketing Technology: omnichannel Program Management is part Project Management, part Marketing Technology operations and part general Channel Management.

  • Be accountable for Marketing Technology companies are under pressure to reduce infrastructure costs and improve Business Agility while providing new and innovative ways to connect and grow consumers for customers.

  • Oversee Marketing Technology: partner with Marketing Technology, Product Analytics, bi teams, Data Science, and content intelligence and metadata teams to plan and execute a comprehensive End To End enablement system.

  • Support marketing Operations Management with enabling teams to utilize Marketing Technology.

  • Be accountable for Marketing Communications in various Marketing Technology platforms.

  • Support the day to day execution of marketing activities and campaigns across multiple channels and across multiple organizations via the Enterprise Marketing Management system.

  • Generating simple, elegant solutions You quickly gather and understand the creative brief and work with partners on the marketing team to deliver a high impact design solution.

  • Devise Marketing Technology: monitor the central Sales And Marketing department effectiveness on an on going basis to achieve established service level and departmental standards.

  • Lead Marketing Technology: partner with Internal Customers and external departments to identify, assess, and drive solutions to achieve organization and department objectives; partner with marketing team to understand roadmap, timelines and Business Needs.

  • Be accountable for working closely with the marketing team to maximize the website as a way to market all Greatness products and services.

  • In conjunction with Marketing Operations (future), Demand Generation, Sales, and Customer Success, develop a Customer Segmentation strategy where the outputs are customers lists for each of the program types.

  • Develop and execute an integrated field Marketing Plan in close collaboration with Sales teams, Corporate Marketing and Product Marketing.

  • Ensure you aid; lead the execution of marketing campaigns from start to finish, partnering with sales, Product Marketing, Content Marketing, brand, and other Key Stakeholders.

  • Provide technical Marketing And Sales input to Engineering on product improvements to existing products and new product designs.

  • Drive Marketing Technology: key Business Partner with the commercial and strategic marketing teams to design initiatives targeted at capturing profitable market share.

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

  • Pilot Marketing Technology: work across multiple departments to develop a strategy and deploy partnerships through your marketing channels.

  • Be accountable for creating branding and marketing collateral.

  • Confirm your team assess each wholesale door before approving the opening and ensure assortment, merchandising, staff training and marketing support are in line with thE Business plan.

  • Manage work with other members of the Digital strategy team to conceive, plan, launch, and actively manage multiChannel Marketing and Digital Advertising campaigns.

  • Be the trusted voice of sellers by surfacing insights to shape the Product Direction and marketing messaging.

  • Identify Marketing Technology: capable Brand Ambassador, with clear sense of Product Marketing excellence and brand fundamentals.

  • Be accountable for marketing optimization specialization, digital Customer Success.

  • Develop relationship with various Internal Customers and clients to obtain necessary information, Marketing Plans, cycle reports, etc.

  • Establish appropriate working relationships with existing and new strategic vendors, deriving the maximum value from negotiated contracts for Technology Services and products.

  • Develop Marketing Technology: general administrative duties as filing, copying, communication to program staff, etc.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What can you do to improve?

  2. What does your Operating model cost?

  3. If you find that you havent accomplished one of the goals for one of the steps of the Marketing Technology strategy, what will you do to fix it?

  4. What are your current levels and trends in key Marketing Technology measures or indicators of product and process performance that are important to and directly serve your customers?

  5. How will you insure seamless interoperability of Marketing Technology moving forward?

  6. What happens when a new employee joins your organization?

  7. How is Knowledge Sharing about Risk Management improved?

  8. How do you identify the kinds of information that you will need?

  9. How are policy decisions made and where?

  10. Do you know who is a friend or a foe?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Marketing Technology 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 Technology 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 Technology investments work better.

This Marketing Technology 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.