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Director of Marketing Strategy & Operations | Martech Leader | Speaker

Many marketing ops teams do not have a roadmap. The truth is - if you don’t have a roadmap, someone else will create one for you. Here are some ideas on how to create a marketing ops roadmap that works for you: 1 - Confirm Top Goals: Start by identifying and confirming the overarching GTM goals. These goals should be closely tied to the organization's broader objectives. 2 - Assess Current State: Take a hard look at your current tech stack, processes, and ways of working. What's working? What's not? Knowing your strengths and weaknesses is crucial for building an effective roadmap. 3 - Confirm Top Problems: What causes the most pain in sales and marketing? What are the biggest bottlenecks? List them out and the impact of solving them. 4 - Host Brainstorm Sessions: Gather your partners, both internally and externally. Have them share their wants, ideas, and pain points and brainstorm together how to solve them. Capture all ideas and initiatives on a spreadsheet. 5 - Create an Impact-Effort Matrix: Map the initiatives by impact and effort, prioritizing the low-effort, high-impact initiatives. 6 - Implement Weighted Scoring: Not all initiatives are created equal. Use a scoring system to prioritize your action items based on their strategic importance. I like the RICE method but consider using REVENUE instead of REACH and USERS HELPED instead of IMPACT. 7 - Get Agreement on Resources: You need everyone on board. Make sure your team is aligned on resource allocation and expectations. 8 - Plot Action Items Against Time: Use a simple slide like the one below. Group initiatives by category and extend a bar to show completion time. 9 - Do a Roadshow: Take your show on the road. Share your roadmap with stakeholders and drum up support for your vision. Make some time to create a roadmap. It will create alignment, clarity, efficiency, and, most importantly, accountability. What resonates with you? What else would you add? #marketing #martech #marketingoperations PS: I'm writing more about this in my newsletter next week; subscribe to stay updated - https://lnkd.in/g_3YC7BZ

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Darrell Alfonso

Director of Marketing Strategy & Operations | Martech Leader | Speaker

7mo

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Andrei Zinkevich

Co-founder @Fullfunnel.io| ABM & full-funnel marketing for B2B tech companies with high ACV and long sales cycle

7mo

It's so important to look at where you are instead of wearing pink-coloured glassed and creating unrealistic plans. Set up a pilot group, do a joint analysis, align with the GTM strategy and organizational goals - these are the fundamentals. Thanks for sharing this great and logical workflow!

Elba Nino-Fortin

Full Stack Marketer | B2B SaaS Marketing Pro | Brand and Product Manager | Strategist | Marketing Mentor

7mo

Great point and I believe a roadmap is extremely important for all marketing roles (product, branding, growth and even content) and I see a lot of marketing teams still struggling with it. I love that you suggest to score initiatives with the RICE method and replacing R and I with Revenue and Users helped. It gives much more clarity to the MO function.

Jessica Kao

Adobe 2021 Ambassador Award Winner for leading Digital Transformation, 7X Marketo Engage Champion, Innovator and thought leader of Marketing Operations and MarTech

7mo

I’ll be teaching a course on this at Mopsapalooza on how to road map for mops. Hope to see you there.

Rutger Katz

Acquire and expand customers quicker, cheaper, and for longer | Coaches B2B scale-ups scale more efficiently and effectively through proven frameworks | Organizing the MarTech World Forum London 2024

7mo

I love this quote from you Darrell. "If you don't have a roadmap, someone else will create one for you". This will cascade down to whether you are constantly putting out fires or building an irrigation system that will prevent fires. And by aligning with your company's (multi year) GTM goals you become strategic. Lovely list.

Daniel Zsolt Rényi

Decent marketer and mildly interesting guy | founded Klear B2B

7mo

Great topic, not talked about enough... and solid points! It's in there, but I'd just emphasize alignment and building a sense of ownership - and selling it on a roadshow :) as you put it in no. 9. ... then manage expectations right because no plan ever gets executed according to plan, so keep the team grounded in reality and aligned on what's going on.

Gerben Busch EMP

Versatile & innovative marketing director ✳ Customer experience | Digital Transformation | Growth | CRM | E-commerce | Brand communication | Interim manager | (fractional) CMO/CXO

7mo

Darrell Alfonso This is almost 1on1 my pragmatic roadmap/framework. Proven success! 💪🏼👊

Ragen Dodson

Demand Generation & RevOps @ Refine Labs | Marketing Leadership | DEI Advocate | GTM Ops Queen | Marketing Analytics | Experience scaling & growing SaaS Start-Ups

7mo

I love this roadmap! Thanks for sharing

.Sebastian S.

Regional Client Strategy and Operations / Data Analytics & AI / New York / Tokyo / Singapore / Dubai / I bring an analytical approach to S&O, crafting data-backed GTM

7mo

Well said!

Will Meeks

Driving Growth through Innovative Marketing Operations | Senior Manager of Marketing Operations at Lansweeper

7mo

This is really helpful, thank you!

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