Product Description

The Marketing Transformation Toolkit is a comprehensive and in-depth set of project deliverables, including sample/Pro-forma content, tools, and templates that can be used by any enterprise embarking on a marketing transformation and customized to their unique needs. A marketing transformation program is substantial in scope and magnitude, and a transformation toolkit will accelerate time to value and allow the teams to focus on execution, not document generation.

(Note: Please read the Marketing Transformation Toolkit product description carefully, as given these digital products, we do not accept returns or offer refunds.)

The Strategic Imperative for Marketing Transformation:

Marketing transformation involves implementing new strategies, processes, and technologies to improve the effectiveness and efficiency of marketing efforts. The factors driving marketing transformation are numerous and complex. One key factor is the changing nature of consumer behavior, as consumers increasingly rely on digital channels to research and purchase products and services.

Another factor is the emergence of new technologies such as artificial intelligence, machine learning, and big data analytics, enabling marketers to understand their customers better and personalize their marketing efforts. Additionally, the proliferation of social media platforms and the increasing importance of social media influencers are changing how companies approach marketing.

Moreover, the need for marketing to be more accountable and demonstrate a clear return on investment is also driving marketing transformation. Marketers are being called upon to measure the impact of their efforts and tie them to business outcomes.

What does Marketing Transformation Entail:

It depends on the individual circumstances of a company, but a typical marketing transformation endeavor involves one or more of the following critical areas:

• A New Marketing Strategy
• A New Marketing Operating Model.
• Restructuring the marketing organization, structure, and staffing.
• Re-engineering the marketing value streams and processes
• Reimagining the value proposition of marketing, mainly digital marketing.
• A customer-centric transformation of the marketing culture.
• Synergistic leverage of all mediums and channels of communication.
• Re-platform and re-architecture of the marketing technology stack and systems/platforms.

Focus on Transformation, Not Documentation:

In this quest to transform marketing into a digital force, companies assemble a cross-functional team.  And these teams spend a lot of time creating deliverables rather than focusing on actually executing the marketing transformation program.

A pre-built and customizable marketing transformation toolkit will alleviate the pain of building everything from a blank slate and allow teams to use the items in the toolkit to jumpstart and accelerate their journey.

Our experts have created the deliverables in the marketing transformation toolkit based on several years of experience in transforming marketing. So, instead of hiring consulting firms at exorbitant rates or assembling large teams to reinvent the wheel (so to speak), the toolkit for marketing transformation will allow them to quickly tailor the sample deliverables and then focus on really managing the transformation program.

What does the Marketing Transformation Toolkit Include?

As mentioned, it is a veritable treasure trove of customizable transformation artifacts, templates, outlines, and deliverables. However, please realize that none of the deliverables will fit your company like a glove as things differ – size, situation, scope, location, and industry dynamics. Plus, many of the deliverables include the typical sections and topics reflective of the norms for such documents. However, our sample content is often sparse, and the onus will be on the project team to enrich the content.

• Marketing Transformation Overview:

An overview of how marketing has changed over the years, the drivers for transformation, and the impact of emerging technology on the marketing stack.

Format: Word

• Marketing Transformation Strategy

A concise Marketing Transformation Strategy deliverable using a fictional company and situation. Edit the deliverable to reflect your company’s reality.

Format: PowerPoint

• Marketing Transformation Business Case Outline

A customizable Business Case Outline using sample content. It has all the sections a typical business case does.

Format: Word

• Project Charter for Marketing Transformation

A customizable Project Charter with sample content as a jump-off point.

Format: Word

• Work Breakdown and High-Level Project Plan for Marketing Transformation Project

A brief list of Work Items and Project Plan Items. Please note that this is not a full-fledged project plan and lacks resources and dependencies.

Format: Word

• Resource Plan

A high-level Project Resource Plan for the proposed marketing transformation project.

Format: Word

• Current State Assessment Questionnaire

A set of questions to get started in assessing the current state as a part of the transformation program.

Format: Word

• Operating Model Archetypes

A brief overview of various Marketing Operating Model archetypes. The idea is for you to get a perspective on potential options and then pick one and elaborate and customize it to your company’s needs.

Format: Word

• Request For Proposal Outlines

The deliverables include outlines and sample content for Requests for Proposals for a CRM System, a Marketing Automation Platform, and a Customer Data Platform.

Format: Word

• Marketing Transformation Project Roles

A listing of essential Roles and what they do in a marketing transformation program.

Format: Word

• Marketing Tools and Critical Features and Functionality

A list of standard Marketing Technologies and a high-level list of vital features and functionality. The tools include Marketing Automation, CRM, Email Marketing, CMS, Social Media Management, Customer Data Platform, Data Visualization, Conversion Rate Optimization, and AI/ML solutions.

• Marketing Software Vendor List and Brief Profiles

For different categories of Marketing Technologies, a listing of Marketing Software Vendors and a brief profile. The list does not encompass the entire range of software categories, and the vendor listing is not comprehensive or exhaustive. However, it is a starting point for your search. Please get in touch with our professional services team if you require Vendor Research and RFP help.

Format: Word

• Marketing Tech Stack and Vendors List

An overview of various aspects of the marketing tech stack with a brief listing of vendors.

Format: Word

• RACI Chart

A simple RACI (Responsible, Accountable, Consulted, Informed) with sample content.

Format: Word

• Marketing Project Roles

A list of essential roles in a marketing transformation program. Depending on the size of your firm, the scope of the transformation, and other factors, some positions may not apply to your situation.

Format: Word

• Marketing Transformation Change Management Plan

A Change Management Plan Outline with sample content to help deal with the change associated with a marketing transformation.

• Stakeholder Map

Managing stakeholders is crucial for any project’s success. The deliverable helps identify the stakeholders and assign the impact magnitude and the influence level.

Format: Word

• Communications Plan

Project communications are a critical success factor. The Communications Plan for Marketing Transformation is an outline with content ready for customization.

Format: Word

• RAID (Risks, Assumptions, Issues, and Dependencies) Register

All projects have risks, assumptions, issues, and dependencies. Here is a sample RAID chart with sample content.

Format: Word

• Project Implementation Checklist

A handy checklist of Project Items to crosscheck to manage the transformation effort.

Format: Word

• Marketing Glossary

Not everyone who works on a marketing project is a domain expert. A marketing glossary helps team members and gets them to a common understanding.

Format: Word

• Best Practice for a Successful Marketing Transformation

A brief overview of best practices for a successful transformation of marketing.

Format: Word

Why Buy a Marketing Transformation Toolkit?

The Marketing Transformation Toolkit comprises high-quality deliverables that project teams can quickly customize to the needs of an enterprise. Using pre-built transformation deliverables means high cost, effort, and time savings for the project teams.

The Time to Value:

Instead of spending months and expending tons of effort, the Marketing Transformation Toolkit accelerates time to value.

Focus on Execution:

The goal is to enable project teams to focus on performance and not necessarily artifact creation.

Cost Savings:

Imagine the amount of money you can save by using the marketing transformation toolkit as a straw deliverable and a starting point. Getting all these deliverables done by a consulting firm will cost tens of thousands, often hundreds of thousands, whereas you can get going immediately for a fraction of that cost.

What if we don’t want all the items in a Transformation Toolkit?

The deliverables are offered at a meager bundled price, making them incredibly valuable and eminently economical for any firm interested in them. We realize not every deliverable is a part of the project management practice of every firm. So please feel free to personalize and use what you need.

Can you help us Customize the Transformation Toolkit?

Our consultants will leverage the Transformation Toolkits as a starting point and customize them to a company’s unique needs. The time and cost will depend on the level of customization and the specificity you need from us.

Fine Print:

We sell digital products, so there are no returns, refunds, or replacements. Therefore, please read the product description carefully before making a purchasing decision.

A generic set of deliverables and templates may or may not fit your needs, or the content relevance will vary substantially.

Sold on an as-is basis and without any implied or explicit warranties

Consultants and firms wanting to use it for their clients have a different pricing models.

The sale is for digital products only and does not include customization or implementation help.

Please review our standard terms of service.