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Use this template to create a guide for project execution and control.

Use this tool to monitor project deliverables and to ensure that the project schedule stays on track.

Use this template to define how risks associated with the project will be identified, analyzed, and managed.

Use this project plan to outline the key components of your video marketing program to steer the direction of your project.

Getting Started with Agile Marketing

Marketers all over the world are adopting the agile method. Agile Marketing is a method for planning and executing a marketing plan borrowed from the world of software development.

Use this schedule to track all of the tasks associated with a video production initiative.

A tool to help you keep track of project changes.

A tool to help you itemize, document, and track items reported through quality management activities.

Use this tool to help you measure project performance and progress by scope, schedule and cost.

Examine Buy-In with Stakeholder Analysis

A guide to help you identify and understand the key stakeholders involved in decision-making for your next project.

A tool to rank projects based on their strategic fit, economic impact, and feasibility.

Use this to create a graphical representation of the duration of tasks associated with a project.

Use this to create a graphical representation of the duration of your marketing initiatives over a time period.

Use this to document risks, assess their impact and probability, and develop risk mitigation plans.

Use this template for any corporate investment and as a formal management communication document.

An 8-page project charter template that documents purpose, scope and project plan.

A root-cause analysis tool, or "fish-bone diagram", to identify and document potential risks.

Advisory: Agile Marketing


Work with your expert coach to adopt a modern, agile process for managing marketing projects, tasks and requests.  Over the course of 90 days you will have a weekly Advisory Call, Workshops, and homework assignments to transform how your team manages work.


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


Follow this simple, step-by-step, playbook to implement a CRM program that engages your customers, generates sales and provides accurate reporting for your executives.


Use this step-by-step playbook and set of 26 premium tools and templates to create a comprehensive webinar program.

Use this to establish a clear scope, decision rights, and sponsorship for the website redesign project.

Sales Communication Solution Study

Our Sales Communication Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.

A charter to document project scope, decision rights, and executive sponsorship.

A template to document your objectives, initiatives, measures, and targets for the next 12-18 months.