Scale Your Marketing Department
Select the right team model and agency for a high-performing organization.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Don't miss the opportunity to:
- Leverage SoftwareReviews' expertise.
- Avoid the costly mistakes associated with choosing a partner agency that isn't right for your needs.
This workshop will provide marketers with expert guidance on how to:
- Effectively select, evaluate and integrate agencies into their marketing teams.
- Negotiate contracts.
- Manage relationships with selected agency partners, enabling them and their marketing departments to achieve their goals more effectively and efficiently.
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Module 1: Project Requirements and Proposals
The Purpose
Initiate and facilitate the procurement process of hiring an agency partner to execute a project or complement your marketing team and increase your department’s performance.
Key Benefits Achieved
Obtain a clear definition of project requirements, identify potential agency partners, and select the best agencies based on evaluation criteria.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Brainstorm with stakeholders and document a description of the project requirements (RFP), objectives, the scope of work, timelines, and budget |
|
| 1.2 | Recommend agencies based on minimum requirements |
|
| 1.3 | Request proposals |
|
Module 2: Initial Screening and Preparation
The Purpose
Effectively evaluate proposals received from different agencies and select the most suitable agencies for the needs.
Key Benefits Achieved
Save time through efficient proposal evaluation and shortlisting, tailored interview questions and coaching for a fair and effective evaluation, and select the most suitable agencies for the needs.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Review proposals received from different agencies and evaluate them against minimum requirements |
|
| 2.2 | Conduct initial screening and shortlist agencies that meet the minimum requirements for further evaluation |
|
| 2.3 | Select interview questions based on project requirements and evaluation criteria, interview coaching |
|
Module 3: Agency Interviews
The Purpose
Interview agencies and document responses to make informed decisions about pre-selecting the most suitable ones for the needs.
Key Benefits Achieved
Get an objective and unbiased basis for selecting the most suitable agency, with detailed notes and evaluations of each agency’s responses to interview questions.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Conduct structured and consistent interviews with the shortlisted agencies |
|
| 3.2 | Document responses |
|
Module 4: Agency Evaluations
The Purpose
Evaluate the shortlisted agencies based on key factors to determine their strengths, weaknesses, and overall fit for the department.
Key Benefits Achieved
Make a well-informed decision on which agency to select based on a thorough and objective evaluation.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Evaluate the shortlisted agencies based on various factors, such as expertise, experience, creativity, communication skills, and project management capabilities |
|
Module 5: Negotiation and Final Terms
The Purpose
Finalize the selection of an agency, negotiate the terms of the agreement, sign the contract, and prepare for the hand-off to the agency.
Key Benefits Achieved
Ensure that the chosen agency meets the requirements. Establish clear terms and expectations. Prepare for a smooth transition to working with the agency.
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Make a final selection based on an evaluation of all the shortlisted agencies |
|
| 5.2 | Negotiate final terms with the selected agency, including the scope of work, payment structure, and any additional provisions or conditions |
|
| 5.3 | Finalize and sign the contract with the selected agency |
|
| 5.4 | Prepare the packaging for the agency and for hand-off |
|