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
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!
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.
I’ll be teaching a course on this at Mopsapalooza on how to road map for mops. Hope to see you there.
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.
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.
Darrell Alfonso This is almost 1on1 my pragmatic roadmap/framework. Proven success! 💪🏼👊
I love this roadmap! Thanks for sharing
Well said!
This is really helpful, thank you!
Director of Marketing Strategy & Operations | Martech Leader | Speaker
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