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Leverage the Agency Transition Termination Notice Letter Template to send a letter to your existing agency partner notifying them about the end of your relationship, and beginning of the transition process.

Use the Agency Transition Transfer Meeting Agenda Template to set up a successful transition meeting between your old and new agency partner.

Use the Agency Transition Creative Assignment Transfer Plan Template to plan the handing over of creative work from one agency to another.

Leverage the Agency Onboarding Checklist to ensure the onboarding process runs smoothly.

Review the Agency Compensation Model Framework to evaluate the different options available when it comes to compensating an agency partner.

Review the Agency Onboarding Framework to understand the best practice process recommended for onboarding your new agency partner.

Review the Agency Transition Framework to understand the best practices required to transition from one agency partner to another.

 Use the Agency Transition Assets Acquisition Database to collect and track all of the assets you will need to have transferred over to your new agency partner.

Use the Agency Compensation Audit Template to help guide your organization's review of the compensation model and approach used with an agency partner.

Use this template to outline, summarize, communicate and track alignment with your agency partner including status of compensation goals.

Leverage the Agency Compensation Negotiation Checklist to help your team while negotiating the compensation agreement with an agency partner.

Use the Agency Compensation Evaluation Checklist to understand which agency compensation model is the strategically best approach for your organization's needs.

Use this performance review to evaluate the efforts of the agencies you work with closely.

This course has 5 video modules that will help you develop a streamlined approach to agency selection, management and evaluation.

Use this template to help you design a Request for Proposal (RFP) for a video marketing consultant or agency.

Use this step-by-step planning methodology and set of 15 premium tools and templates to develop an approach to agency selection, management and evaluation.

A guide to help you evaluate the performance and alignment of agencies with your company.

Deliverable Approval Template

A form that standardizes and documents project deliverable approval.

Project Status Report Template

Use this template to help you create a reporting tool that you can use to communicate project status.

Project Management Template

A tool to help you plan, organize, manage and control resources in order to achieve specific project related goals.

A guide to help you build a request for proposal (RFP) for web design services and evaluate all possible vendors.

Marketing Communications Budget

Use this template to set and track your overall marketing budget.

A guide to help you learn more about and build your public relations capabilities.

Advertising RFP

You need to create a tool for selecting ad agencies regarding specific projects designed by your company.

This detailed tool helps you communicate your project needs and strategic direction to your creative department or creative agency partner(s).

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