Scale Your Marketing Department

Select the right team model and agency for a high-performing organization.


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 This content is not maintained and may contain information or links that are out of date.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
  • A well-documented description of the project requirements, objectives, scope of work, timelines, and budget
1.2 Recommend agencies based on minimum requirements
1.3 Request proposals
  • Agency proposal requests sent

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
  • Shortlisted agencies that meet the minimum requirements for further evaluation
2.3 Select interview questions based on project requirements and evaluation criteria, interview coaching
  • Interview coaching to effectively evaluate agencies

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
  • Detailed notes and evaluations of each agency's response to the interview questions

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
  • A comparison report that includes the strengths, weaknesses, and fit of each agency

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
  • Revised terms
5.3 Finalize and sign the contract with the selected agency
  • Signed contract
5.4 Prepare the packaging for the agency and for hand-off
  • Hand-off and packaging for agency
Visit our Exponential IT Research Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019