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Scale Your Marketing Department

Select the right team model and agency for a high-performing organization.

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

Scale Your Marketing Department Research & Tools

1. Scale Your Marketing Department Executive Brief – A blueprint to guide organizations in scaling up their marketing capabilities by selecting the right team model and partners to simplify processes, foster collaboration, and achieve better results.

This document provides valuable insights on traditional and modern marketing team models and how to effectively integrate agency partners within your team. It also includes self-assessment tools to evaluate your marketing department's efficiency and agency hiring needs, enabling you to enhance your team's agility and performance with external resources.



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

1.1

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
1.2

Recommend agencies based on minimum requirements

1.3

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

2.1

Review proposals received from different agencies and evaluate them against minimum requirements

2.2

Conduct initial screening and shortlist agencies that meet the minimum requirements for further evaluation

  • Shortlisted agencies that meet the minimum requirements for further evaluation
2.3

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

3.1

Conduct structured and consistent interviews with the shortlisted agencies

3.2

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

4.1

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

5.1

Make a final selection based on an evaluation of all the shortlisted agencies

5.2

Negotiate final terms with the selected agency, including the scope of work, payment structure, and any additional provisions or conditions

  • Revised terms
5.3

Finalize and sign the contract with the selected agency

  • Signed contract
5.4

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

Julie Geller
Marketing Research Director
SoftwareReviews Advisory

Nathalie Vezina

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.

Select the right team model and agency for a high-performing organization.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 1-phase advisory process. You'll receive 7 touchpoints with our researchers, all included in your membership.

  • Call 1: Assess talent resourcing requirements. Identify opportunities to optimize internal team.
  • Call 2: Design a customized marketing team model. Assign Marketing Department Self-Assessment activity.
  • Call 3: Review results of self-assessment, discuss marketing resource gaps, identify outsourcing opportunities, and assign Agency Hiring Needs Self-Assessment.
  • Call 4: Discuss results of self-assessment. Review best-fit scaling options.
  • Call 5: Review Agency Evaluation Questionnaire to prep for upcoming interviews, coaching on interview skill.
  • Call 6: Debrief on agency interviews. Create comparison report.
  • Call 7: Hand off packaging for selected agency. Determine how we can help with next steps.

Authors

Nathalie Vezina

Julie Geller

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