Marketing and Media Consultants encounter the same problems time and time again - communicating messaging, branding, strategic segmentation, competitive analysis and effective calls to action into a comprehensive value proposition for advertising or showcasing that is clearly understood both internally and externally for clients. Too often, poor communication and planning occur when marketing staff are isolated and given a deadline without proper guidance from executive business objectives at the top and the requirements and integrations with other departments internally before the implementation is rolled out live.
Our case study is Jazzed About Media. The CEO, Pam Haessly, had several clients from PR firms, event organizers, municipalities and television networks who contracted with her. She used PlanDone to consolidate her notes, on-air scripts, files, presentations, mock-ups and communication plans for her clients often encouraging their input by sharing wiki, web page whiteboards.
As more companies outsource their strategic media marketing efforts as a cost saving measure, gains are rarely realized due to the back and forth file versionitis coupled with email miscommunication that contributes to greater confusion and requests for clarification that bottlenecks processes and threatens deadlines.
To complete projects and tasks on time with an online, collaboration plan, marketing professionals should:
1. Document Upfront - Immediately document the objectives, management approach, scope, deliverables, estimated hours, cost, and milestones.
2. Spotlight Speedbumps - Proactively assess the risks, assumptions, issues, definitions with short and long term goals with measurement for success.
3. Leadership Hand-off - Get executive planning buy-in and sign-off to delegate the execution to the task teams.
4. Listen and Be Heard - Encourage and capture input of all other departments especially sales and development as innovative ideas come from all levels of organizations building trust and confidence in an open system.
5. Upload Once for All - Utilize an online repository of all documentation attached to the specific projects and tasks so there will be no more searching for and losing that critical email or file.
6. Collaborate and Share - Invite external clients into a private, wiki, whiteboard, web page to eliminate sending large files with multiple versions back and forth in email.
7. Auto Invoice Actual Time - Generate timesheet reports by project or person with billable rates to avoid manual time tracking for different rates for different projects.
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