Inadequate internal team structure and partner choices can lead to:
- Poor performance, lack of agility, and delivery
- Higher costs and ineffective marketing strategy development and implementation
- Limited innovation and creativity in initiatives
- Low employee morale and high turnover
Our Advice
Critical Insight
Obstacles that can impede the achievement of a well-organized and effective marketing department can include:
- Limited resources (budget/technology), and difficulty in finding and retaining top talent
- Lack of alignment between internal teams and external agencies
- Non-collaborative and non-innovative team models
- Resistance to change from other departments or senior leadership
Impact and Result
Proper organization of marketing departments can assist companies in:
- Developing and implementing effective marketing strategies
- Managing resources more efficiently
- Fostering collaboration and innovation
Workshop: Scale Your Marketing Department
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Project Requirements and Proposals
The Purpose
Initiate and facilitate the procurement process of hiring an agency partner to execute a project or complement your marketing team and increase your department’s performance.
Key Benefits Achieved
Obtain a clear definition of project requirements, identify potential agency partners, and select the best agencies based on evaluation criteria.
Activities
Outputs
Brainstorm with stakeholders and document a description of the project requirements (RFP), objectives, the scope of work, timelines, and budget
- A well-documented description of the project requirements, objectives, scope of work, timelines, and budget
Recommend agencies based on minimum requirements
Request proposals
- Agency proposal requests sent
Module 2: Initial Screening and Preparation
The Purpose
Effectively evaluate proposals received from different agencies and select the most suitable agencies for the needs.
Key Benefits Achieved
Save time through efficient proposal evaluation and shortlisting, tailored interview questions and coaching for a fair and effective evaluation, and select the most suitable agencies for the needs.
Activities
Outputs
Review proposals received from different agencies and evaluate them against minimum requirements
Conduct initial screening and shortlist agencies that meet the minimum requirements for further evaluation
- Shortlisted agencies that meet the minimum requirements for further evaluation
Select interview questions based on project requirements and evaluation criteria, interview coaching
- Interview coaching to effectively evaluate agencies
Module 3: Agency Interviews
The Purpose
Interview agencies and document responses to make informed decisions about pre-selecting the most suitable ones for the needs.
Key Benefits Achieved
Get an objective and unbiased basis for selecting the most suitable agency, with detailed notes and evaluations of each agency’s responses to interview questions.
Activities
Outputs
Conduct structured and consistent interviews with the shortlisted agencies
Document responses
- Detailed notes and evaluations of each agency's response to the interview questions
Module 4: Agency Evaluations
The Purpose
Evaluate the shortlisted agencies based on key factors to determine their strengths, weaknesses, and overall fit for the department.
Key Benefits Achieved
Make a well-informed decision on which agency to select based on a thorough and objective evaluation.
Activities
Outputs
Evaluate the shortlisted agencies based on various factors, such as expertise, experience, creativity, communication skills, and project management capabilities
- A comparison report that includes the strengths, weaknesses, and fit of each agency
Module 5: Negotiation and Final Terms
The Purpose
Finalize the selection of an agency, negotiate the terms of the agreement, sign the contract, and prepare for the hand-off to the agency.
Key Benefits Achieved
Ensure that the chosen agency meets the requirements. Establish clear terms and expectations. Prepare for a smooth transition to working with the agency.
Activities
Outputs
Make a final selection based on an evaluation of all the shortlisted agencies
Negotiate final terms with the selected agency, including the scope of work, payment structure, and any additional provisions or conditions
- Revised terms
Finalize and sign the contract with the selected agency
- Signed contract
Prepare the packaging for the agency and for hand-off
- Hand-off and packaging for agency
Scale Your Marketing Department
Select the right team model and agency for a high-performing organization
EXECUTIVE BRIEF
Analyst Perspective
Scale Your Marketing Department
Scaling up the marketing department by selecting the appropriate internal team model and third-party partner agencies is crucial for both the marketing department and the entire organization, as it enables the organization to achieve better results and drive growth by improving its marketing capabilities, simplifying processes, and fostering collaboration.
One of the primary benefits of scaling up the marketing department is the ability to take on more complex marketing initiatives and reach a broader audience, resulting in improved ROI and brand awareness. Additionally, selecting the right team model and partners can streamline the marketing process, leading to faster turnaround times, better resource management, and improved overall performance. An organized team structure can also help distribute workload and resources more effectively, avoiding burnout and optimizing performance.
However, challenges may arise in selecting the appropriate team model and partners, including identifying the right skills and expertise, managing costs, and ensuring effective communication
and collaboration. Nonetheless, with careful consideration and planning, organizations can successfully scale up their marketing department and achieve their desired results.
This blueprint addresses those challenges and provides guidance for selecting the appropriate team model and partners, enabling organizations to scale up their marketing departments and achieve better results.
Julie Geller
Marketing Research Director
SoftwareReviews Advisory
Nathalie Vezina
Marketing Research Director
SoftwareReviews Advisory
Executive summary
Your Challenge
The manner in which you structure and scale your internal teams and partner resources can greatly
impact the success of your marketing efforts.
- Poor structure and partner choices can lead to:
- Poor performance, lack of agility, and poor delivery
- Higher costs and ineffective marketing strategy development and implementation
- Inadequate resource management (budget, personnel, and technology)
- Difficulty collaborating and aligning with other teams and functions
- Poor management of marketing risks (legal, regulatory, brand, and privacy)
- Limited innovation and creativity in initiatives
- Low employee morale and high turnover
Common Obstacles
There are several obstacles that can impede the achievement of a well-organized and effective
marketing department, including:
- Limited resources (budget/technology) and difficulty in finding and retaining top talent
- Lack of alignment between internal teams and external agencies
- Non-collaborative and non-innovative team models
- Siloed departments and lack of collaboration
- Resistance to change from other departments or senior leadership
- Inadequate leadership causing confusion, inefficiencies, and low morale
- Insufficient data for measuring success and making data-driven decisions
SoftwareReviews' Approach
The methodology and tools developed by SoftwareReviews are aimed at helping marketing
leaders rethink their structure and resource allocation.
Proper organization of marketing departments can help companies to:
- Develop and implement effective marketing strategies
- Manage resources more efficiently
- Foster collaboration and innovation
- Manage risks associated with marketing campaigns
- Conduct accurate performance analyses
- Build and maintain strong relationships with customers and stakeholders
- Ensure compliance with industry standards
"Scaling your marketing team is always a delicate balance between team bandwidth and profitability."
Source: MarketerHire, "Tips for Scaling Your Marketing Team."
Strategically selecting the right team model and agency partners
Essential elements to fuel growth
Proper team selection for marketing departments implies that the organization recognizes the importance of marketing in driving growth and success. It requires a strategic approach to team building and resource management, including identifying the right team structure and partners to achieve better results.
Scaling up the marketing department through appropriate team selection involves a commitment to improving marketing capabilities, optimizing performance, and fostering collaboration.
Ultimately, it means that the organization is investing in its marketing team to drive growth and achieve greater success in the long run.
"For any business, hiring is tough. Knowing how to build a marketing team, and make the right hires, at the right time, is one of the most common challenges I've seen."
Source: LinkedIn Pulse, 2021.
Critical drivers of high-performing marketing organization design
Optimizing marketing potential
Improved agility
Selecting the right team structure and partners can streamline the marketing process, leading to better efficiency, faster turnaround times, and effective resource management.
This helps the team work together more efficiently, resulting in optimized performance.
Stronger brand image
Effective marketing campaigns developed through proper team selection can strengthen
the organization's brand image and reputation.
This can lead to increased customer loyalty
and drive growth, creating a positive impact
on the organization's overall success.
Enhanced capabilities
A well-structured marketing team with the right composition and partners can increase marketing capabilities.
It enables the team to take on complex marketing initiatives and campaigns, ultimately driving better results and increasing customer reach.
"Often marketing capabilities are limited in function, due to a lack of investment. Small and medium businesses can be nimble, creative and entrepreneurial, but often, with smaller resources. This is particularly acute for small businesses, where often marketing capabilities are limited in function due to a lack of investment."
Source: Chartered Institute of Marketing, 2023.