You’ve got the right people in the room for your planning, and they might also be your team for execution, but let’s take a minute and make sure. The marketing team for this part of the process is the group of people that are responsible for making sure the tactics you will define in T3 section happen. The list should consist of decision makers and key players. Yes, the garbage man takes away the trash which makes your curbside appeal better which attracts customers to your store, and that is important, but they don’t need to be listed on this plan. Think of the bigger picture.
Here are the roles that absolutely must be defined:
Who is in charge of this whole plan? This doesn’t mean that this person will execute every step. It does mean that this person will make sure every step is executed and done well.
This person needs to be a strong communicator, well respected by the team members and highly organized. They should also value quality and be the type of person that can pull out excellence from the people around them.
Responsibilities of this person generally include communication, tracking, evaluation, reporting, and cheerleading.
Product development and support
This is the person that knows the most about the product or service. She/he is the go-to person to help others understand the details, and the person you work with to iron out any bugs and learn new features that can be promoted.
Who is in charge of the marketing activities? In addition to creating content and design, the Marketing team member will likely also work with subcontractors to produce materials, as needed. She/he will also take care of message distribution, whether that means posting on social media, submitting to local press outlets, managing a mailing or delivering a presentation.
The customer support team member will manage sales, shipping, customer support and follow-up.
PROJECT MANAGEMENT BASICS
Project Management is a beast, and most small businesses don’t need to employ a certified project manager. You do, however, need someone who can manage the basics. Here are the three core principles that will likely apply to the work you are doing.
1. Organizing the plan
The marketing plan you are creating will give you the due dates for your tasks. However, you will need more than that to make it happen. Say, for instance, that you are hosting a kick-off event. The marketing plan would list that event with a date. Your project manager would then need to create a plan that has all of the details that get you there – food ordering, décor, program planning, invite list and design, location booking, etc…
The project manager needs to be skilled at handling details and problem solving.
While your project manager doesn’t need to sell ice to an Eskimo, it is helpful to have someone who is a strategic communicator. In addition to keeping the team informed, she/he will need to be the point person for most external communication as well. The best communicators can synthesize information, eliminate unnecessary prose and make it interesting enough to read all the way through. That’s a tough task, but so very important.
3. Data collection
Unless you can track results of your efforts, it’s really difficult to justify the expense of doing them in the first place. It may seem frivolous to know precisely how many sales were produced from each attempt, especially when we’ve already established that it takes 7-15 points of contact and the one that makes the sale may not be the most important point of contact for the consumer. However, without this tracking, it is nearly impossible to know what works for your audience and what to repeat next time. Tracking and reporting results prevents teams from playing the guessing game, where the loudest voice most often wins but is rarely correct.
The project manager needs to be able to create simple and easy-to-understand reports to share results with the team and other stakeholders. Reports should be produced as often as once a week and no less than twice a month for an active project.
There are so many good user-friendly project management tools. Most online platforms are easy to use. Multiple people can access them and keep information up-to-date. Using a tool like this is a great way to keep your team on track and accountable to the plan you create!