Multichannel Marketing Toolkit

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Direct the international marketing team; help to prioritize areas of focus, resources and drive towards execution based on impact and quality versus quantity, assume responsibility for key aspects of execution; develop and foster a high performing marketing team.

More Uses of the Multichannel Marketing Toolkit:

  • Audit: work closely with analytics and insights to build the data management and engagement analytics capabilities to develop deep customer level insights about preferences and needs.

  • Help to gather and compile digital competitive intelligence and identify opportunities for new tools to enhance the learning and positioning of cross functional input and support related to marketing initiatives and engagements.

  • Govern analytical skills to identify and understand implications from relevant marketing data and budgets and transform learnings into new opportunities and/or optimizations.

  • Manage work with product management to provide feedback on issues with current solution/product to provide input around existing functionalities and also new features and capabilities.

  • Ensure it is the responsibility of the group director to ensure that teams deliver marketing excellence, demonstrate ownership, provide solutions grounded in intelligence, and drive innovative thinking and solutions.

  • Oversee coordinating development and production of all projects in conjunction with various departments and external partners (from inception to ultimate delivery to end user).

  • Ensure you hold yourself accountable and are a successful leader of people and projects with a knack for flawlessly managing multiple initiatives and needs at the same time.

  • Serve as the Subject Matter Expert to concept and write technical, product focused marketing content that builds engagement while driving and supporting sales goals.

  • Guide: work closely with other team members to analyze and monitor results, maintain high inbox delivery rates, define business and data requirements for email campaign implementations when it comes to building journeys, triggers, and dynamic emails.

  • Lead: making decisions that support financial goals without compromising the creative quality of the project, directing constant improvement and enhancing the design capability.

  • Provide direction and oversight of the Channel Managers on the Field Marketing Excellence Team to deliver flawless execution while harmonizing across the Brand teams and the Multi Channel Marketing Campaign Planning model.

  • Audit: audit networking with external key stakeholders, thought leaders and influencers in multi channel engagement and digital innovation to inform a compelling and differentiated approach to multi channel.

  • Head: close collaboration with creative services and digital technology teams to effectively infuse creative and digital best practices into marketing communications strategy and plans for key initiatives.

  • Develop and deliver integrated and comprehensive annual business plans across all products to garner new revenue, and proactively provides quarterly performance updates.

  • Audit: partner closely with your marketing cluster leads to share/gain insight, find efficiencies with assets and materials, strengthen digital marketing capabilities and drive close coordination among all marketers.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Does a vendor anticipate market trends and offer solutions specifically tailored to the needs of a vertical industry, or does it impress its generic offering on all customers?

  2. What combination of digital techniques, channels and processes is the most effective for attracting, acquiring, and retaining loyal and profitable customers?

  3. Which contemporary marketing communication channels do you use from time to time to reach out to your target customers and create your brand awareness?

  4. Does a vendor offer solutions specifically tailored to the needs of a vertical industry, or does it impress its generic offering on all customers?

  5. Are you able to keep all product data accurate all the time in the context of the increasing number of new product introductions and promotions?

  6. Did your organization invested to product information on online store and if did what kind of feedback you got for customers and sales persons?

  7. How long does it take for your prospects to open an email, query a search engine, jump to a web site, or engage with social media?

  8. What are the evolving criteria for choosing technology and service providers to help develop and manage multichannel marketing?

  9. What are the most important metrics that your organization uses to measure the success of multichannel experience initiatives?

  10. How do consumers and culture change as external factors like the economy, technology, politics and the environment evolve?

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 Multichannel Marketing book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?

  2. Cost Estimating Worksheet: Will the Multichannel Marketing project collaborate with the local community and leverage resources?

  3. Executing Process Group: Why do you need a good WBS to use Multichannel Marketing project management software?

  4. Team Member Performance Assessment: What are the evaluation strategies (e.g., reaction, learning, behavior, results) used. What evaluation results did you have?

  5. Activity Duration Estimates: Are time, scope, cost, and quality monitored throughout the Multichannel Marketing project?

  6. Procurement Management Plan: Are vendor invoices audited for accuracy before payment?

  7. Human Resource Management Plan: Is a pmo (Multichannel Marketing project management office) in place and provide oversight to the Multichannel Marketing project?

  8. Lessons Learned: Was the necessary hardware, software, accommodation etc available?

  9. Responsibility Assignment Matrix: Are management actions taken to reduce indirect costs when there are significant adverse variances?

  10. Procurement Audit: Is the routing of copies of purchase order forms defined?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Multichannel Marketing project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Multichannel Marketing 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 Multichannel Marketing 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 Multichannel Marketing 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 Multichannel Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Multichannel Marketing 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 Multichannel Marketing 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 Multichannel Marketing investments work better.

This Multichannel Marketing 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.