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Marketing Quarterly Activity Planning (Step 1: (JTBD (Write list of JTBD,…
Marketing Quarterly Activity Planning
Step 1:
JTBD
Write list of JTBD
Rank list in terms of priorities
Collect feedback from MDs and other departments
Remove low priority items
Review business objectives
Socialize final list for feedback
Update with feedback
Step 2:
Team OKRs
Final review of all OKRs for team
Alignment of department OKRs with other departments
Each team member writes own OKR draft
Revision of personal OKRs
Team OKR Brainstorm based on JTBD
Weekly OKR tracking
Each team member is clear on the projects he or she owns
Step 4:
Project Design
Create a timeline for the project
Surface with relevant stakeholders for alignment
Identify key dependencies to get the job done
Collect all relevant data and background information needed
Identify Key Results of the project with relevant stakeholders
Begin designing each specific step of the project
Seek sign off on final project plan & share with stakeholders
Begin implementation and tracking
Update relevant partners and track results
Produce final report on results and learnings
Write the budget for the project & checklists
Step 3:
Team Timeline
Team members surface to relevant stakeholders
Team meets to discuss & finalize timing
Team members write skeleton timeline for the quarter
Team calendar of deadlines is created
Each team member identifies key dates in his or her projects
Weekly check-ins serve to assist in unblocking roadblocks, etc