MARKETING OPERATIONS FUNDAMENTALS

360 DIGITAL ACADEMY | FREE STARTER WORKSHEET

Time: 45 minutes

Outcome: A current-state assessment and a focused 30-day improvement plan.

Name / team: ____________________  Date: ____________________

1. UNDERSTAND AND ASSESS

Assess how work actually happens, not how the process is supposed to happen. Invite one person who requests work, one who delivers it, and one who uses the results. Choose a manageable improvement before adding tools.

Key idea: Marketing operations connects people, process, data, technology, and measurement. A healthy process can be repeated, has an owner, and produces evidence. A new tool does not fix an unclear decision or missing handoff.

Example: Campaign requests arrive in several channels and lack deadlines. A focused improvement is a single intake form with required brief fields, one triage owner, and an agreed response window. Measure incomplete requests before and after.

Where does work most often wait, repeat, or fail? Give one recent example.

Your response: __________________________________________________

What does that problem cost in time, missed follow-up, or unreliable reporting?

Your response: __________________________________________________

Which improvement can the team realistically complete in 30 days?

Your response: __________________________________________________

2. BUILD YOUR WORKING PLAN

Assess your operating foundation

Score 1 = unclear or ad hoc; 2 = occasional consistency; 3 = documented but uneven; 4 = repeatable and owned; 5 = measured and improved. Use N/A when truly outside scope. Record evidence instead of averaging away serious gaps.

Area | Score 1 to 5 | Evidence / friction | Owner / next action

Strategy and planning | __________________ | __________________ | __________________

Campaign intake | __________________ | __________________ | __________________

CRM and automation | __________________ | __________________ | __________________

Data quality | __________________ | __________________ | __________________

Lead handoffs | __________________ | __________________ | __________________

Reporting | __________________ | __________________ | __________________

Documentation / training | __________________ | __________________ | __________________

Which gap has the strongest combination of impact and feasibility?

Your response: __________________________________________________

What is in scope, and what will wait until the next cycle?

Your response: __________________________________________________

Which dependency or decision could block delivery?

Your response: __________________________________________________

3. VALIDATE AND TAKE ACTION

[ ] The assessment includes evidence from real work.

[ ] One priority has a named owner and a clear boundary.

[ ] A baseline, target, and measurement source are recorded.

[ ] Dependencies and required approvals have owners.

[ ] The team has time allocated to implement and review.

Measure what changes: Choose one measure tied to the problem: turnaround time, incomplete briefs, unassigned leads, or reporting rework. Record the unit, source, baseline period, and target date.

Our baseline / target / source / review date: ______________________

Suggested implementation rhythm

Days 1 to 7: observe, measure, and agree the problem.

Days 8 to 21: implement a small process change and test it.

Days 22 to 30: compare results, document the standard, and select the next gap.

First action / owner / due date: __________________________________

Open issue / decision / approver: _________________________________

Practical education by 360 Marketing Solutions | 360digitalacademy.us