Agency Management Playbook

Resource Overview

Use this step-by-step playbook and set of 28 premium tools and templates to develop an approach to agency selection, management and evaluation.


Related Resources

Our Agency Management Playbook is a planning methodology that highlights our premium tool-kit of 28 premium tools & templates to help you develop a streamlined approach to agency selection, management and evaluation.

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

  1. Plan
  2. Research
  3. Select
  4. Communicate
  5. Manage
  6. Transition

There are 28 premium tools & templates linked inside of this playbook to facilitate the process.

  1. Project Charter Template
  2. Marketing Strategy Scorecard
  3. Marketing Budget Template
  4. Agency Compensation Model
  5. Ad Agency Request For Information Template
  6. Non-Compete Agreement Template
  7. Non-Disclosure Agreement Template
  8. Advertising Agency RFP Template
  9. Agency Selection Tool
  10. Consultant Evaluation Matrix
  11. Agency Compensation Evaluation Checklist
  12. Agency Alignment Strategy Workbook
  13. Ad Agency Agreement Template
  14. Agency Compensation Negotiation Checklist
  15. Agency Onboarding Model
  16. Agency Onboarding Checklist
  17. Creative Strategy Survey Tool
  18. Creative Brief Template
  19. Project Management Template
  20. Project Status Report Template
  21. Agency Performance Review
  22. Agency Compensation Audit Template
  23. Agency Performance Review
  24. Agency Transition Model
  25. Agency Termination Letter Template
  26. Agency Transition Assets Acquisition Database
  27. Agency Transfer Meeting Agenda Template
  28. Agency Transition Creative Assignment Transfer Plan Template