Marketing Operations Plan Template

There’ ersus no doubt that marketing performs a crucial role for companies. In fact , regardless of size, just about all businesses have some form of online marketing strategy in motion.

Marketing is a important player because it ultimately helps businesses sell their products or services. In order to boost revenue, marketing must be an essential channel that is consistently applied to reach that end goal.

For this reason, most businesses designate a marketing group that focuses on strategic intending to amplify marketing efforts. These types of teams are also responsible for undertaking marketing campaigns with the objective of increasing business visibility and attracting the right customers.

If you have a marketing team, you’ lso are certainly off to a good start. But does your company have a marketing operations strategy in place?

If you’ re confused, don’ t worry. Marketing functions is a relatively new, however highly beneficial function of the marketing organization.

Most companies employ their marketing teams to develop, implement, and follow the metrics of marketing campaigns. But who’ s actually overseeing everyone involved in the marketing process?

A marketing operations group serves as overseers of the entire marketing process. Ultimately, these marketing leaders ensure that proper planning and processes proceed smoothly.

Whether or not you have a large or little marketing team, every company benefits from having marketing procedures to strengthen the stream of their digital marketing efforts.

It’ s vital that you note that traditional marketing abilities such as strategic and creative thinking are still necessary for your marketing operations team members. But , businesses also need to implement additional vital components such as specialized and analytical skills to produce a stronger force.

If you’ re nevertheless uncertain of what marketing operations is and why you need it for your organization, read on.

What is Advertising Operations?

Marketing operations , or marketing ops, is the function of overseeing an organization’ s marketing program, campaign planning, and annual strategic preparing activities. Essentially, it takes an extensive look at every function performed by your marketing department.

When it comes to marketing operations, businesses are never just talking about one specific marketing campaign or even project. While this may nevertheless feel vague, marketing procedures can really be broken down directly into 3 foundational elements:

  1. People
  2. Process
  3. Technology/Data

1 . People

Ultimately, the word “ marketer” often gets thrown about but its description tells you small about the individual. In marketing and advertising operations, team members are made the decision based on skills and objectives — essentially, who is the correct person for the job.

Employing team members isn’ t about finding a jack-of-all-trades. Rather, it’ s about finding someone who specializes in a specific area and can effectively additional the marketing mission.

Let’ s take a look at some of the people you need on your marketing and advertising ops team.


The strategist plays a key part in marketing operations management. They are essentially your leader who creates marketing methods that support business goals.

These individuals need to be able to collect, organize, plus interpret data. Your strategist will also tie each marketing and advertising activity to revenue in an effort to determine its success.

A strategist has a strong understanding of all aspects of marketing and advertising operations and ultimately knows the role that every advertising activity plays in the marketing operations strategy.

Project Managers

Your project manager will manage various elements of the advertising campaign. These individuals focus on things like content mapping, determining deadlines, plus managing resources related to tasks.

In addition to this, task managers need to have optimal company skills, communicate effectively, plus always be flexible. Not only that, but it’ s essential that project managers act as high quality control for creative promotions.

This means that managers will need to be aligned with strategists in terms of the intended effects of every campaign.

Articles Creators

The following people needed in your marketing and advertising operations team are your content creators .

The exact functions your content creators take on depends on what kind of content your business produces. This team may be made up of writers, designers, animators, videographers, illustrators, and so on.

SEO and Digital Marketing and advertising Specialists

SEO specialists ensure continuous internet performance using a variety of tools such as Google Analytics and user experience heatmaps.

Electronic marketing specialists provide supplemental research to aid creative groups in ensuring that all articles is optimized to achieve arranged marketing goals.

These are just a few key individuals included in your marketing operations team. You may have a bigger or smaller team depending on your business framework and needs.

2 . Process

The process isn’ t about how to perform effective marketing, instead it determines who will maintain charge of doing what. Choosing which team members will perform specific marketing operations tasks will lead to more effective outcomes and a better ROI.

Let’ s take a look at an overview of the role each team member plays.


  • Collaborates with the company management team to arrange marketing goals and company objectives
  • Gathers data and creates performance reports for management
  • Collaborates with marketing specialists to develop purchaser personas
  • Tracks ROI of current marketing efforts

Project Managers

  • Oversee the execution of marketing promotions
  • Monitor spending
  • Track deliverables and update stakeholders upon project statuses

Content Creators

  • Create appealing marketing copy for getting pages, blog posts, case studies, and other marketing material
  • Create graphics plus custom illustrations to support any written copy
  • Design visual marketing components such as banner ads plus calls to action
  • Storyboard and create animations
  • Build new webpages

SEO and Digital Marketing and advertising Specialists

  • Perform keyword research in order to optimize marketing efforts
  • Conduct website and UX audits
  • Take care of email marketing campaigns
  • Aid in persona development
  • Create data-driven briefs to support content creation

3. Technology/Data

The technology your business implements has the potential to improve the efficiency of your workflow and scale up your marketing and advertising operations. But above all, technology functions as a way to enable your key people in the marketing operations to gather vital data and enhance processes.

There are various technologies that will help improve your marketing operations team. We’ ll talk a little later about how you can find plus implement the best technologies for your team.

Marketing Operations Plan Template

If you want to increase your marketing and advertising ROI, then developing a advertising operations plan template is key. The good news is, we’ ve created a ready-to-use template that will serve being a roadmap for you as you begin to develop your marketing operations plan.

With that in mind, your marketing ops team must have an extensive and different skill set as they will be dealing with a variety of things pertaining to the marketing process.

When done effectively, these roles will work cohesively to improve marketing performance, drive competent leads, and improve the customer experience.

The first step : Identify Your Purpose with Marketing Operations

First and foremost, it’ s critical that businesses identify their purpose in marketing operations. Without clearly defining this part of your plan, you won’ t be able to measure success effectively.

Which means that it’ s time to have a hard look at the gaps your company needs to fill and to question how marketing operations can help.

For instance, do you need to solve the needs of your clients? What about your stakeholders?

Once you understand your own purpose, use it as your foundation to help shape your advertising operations plan moving forward. In the event that you’ re stuck upon understanding the purpose, you can simply begin by creating a positioning statement.

A positioning declaration will essentially provide a obvious description of how your marketing and advertising ops team will perform to satisfy a particular need. It may say something like, “ Marketing operations will work cohesively to improve marketing activities, boost ROI, and create workflows that will improve efficiency and directly impact the bottom line “.

Step 2: Determine What Resources You Will Need

The next step in your marketing ops plan is to determine all of the resources you’ ll need. These will be instrumental in each and every aspect of your marketing procedure. In fact , resources are necessary meant for effective planning, workflows, campaign measurement, and collaboration.

If you’ ve done a good job with your positioning statement, you should have a good understanding of what you’ ll require to meet the needs of your marketing operations team.

It’ s essential to note that this step may take just a little longer as there are many important players involved. Here are a few assets to think about that will get you heading.

Analytics plus Reporting

  • Reporting tools
  • Data visualization software
  • Guidelines

Tech Stack Administration


  • Outlines and layouts
  • A review and approval platform

Project Management

  • Communication tools
  • Templates and outlines

Step 3: Outline the KPIs for Your Marketing Ops

Most companies have many sorts of metrics, but KPIs are believed key to the success of the company.

For some businesses, the difference between KPIs and metrics can feel a bit vague. Here’ s a closer look at how these two important marketing conditions differ.

KPIs are fundamentally the key targets businesses need to track to make the most effect on their strategic business outcomes. These key targets assistance the business strategy and help your teams focus on what’ s most important.

In contrast, metrics measure the achievement of everyday business activities, which support your KPIs. Metrics support your outcome, but they are not the most critical calculate.

Now that you understand this distinction, it’ ersus time to outline the KPIs for your business. Organize a list of the most important targets that you’ ve determined for your corporation.

You will need to track these key targets regularly and ensure that you consider a wide range. This will help you to visualize an obvious picture of the performance of your marketing ops team in a variety of areas.

Here are some marketing KPIs you can depend on to measure the efficiency of your marketing operations.

  • Marketing ROI
  • Cost per direct
  • Revenue per employee
  • Marketing and advertising output

Step 4: Implement Necessary Software program and Tools

Are you still keeping up? Great.

If you’ ve made it to this phase, most of your planning and groundwork should be in place. Now, it’ s time to begin implementing all of the necessary software and tools needed to aid in the marketing process.

This step can be pretty straightforward for some businesses and fairly lengthy and complex individuals. This will ultimately depend on the size of your tech stack.

But wait, what’ s a tech collection? We’ re glad you asked.

The marketing tech stack is a group of technologies that online marketers use to conduct and improve their marketing activities. In general, marketing and advertising technology is used to make processes more seamless and measure the impact of all your marketing efforts, along with driving more effective spending.

Your marketing tech stack has the potential to make or crack your company. This is probably precisely why 60% of marketing frontrunners indicated in 2020 which they were anticipating to increase their martech spend in the next a year ( Welcome & Sirkin Research, 2020).

As such, companies must spend a considerable amount of time deciding which technologies obtain the most sense for their marketing functions.

The tools and technologies implemented will be distinctive to your business needs. Yet just in case you need some assist brainstorming, we’ re going to share some tools and technology that can’ t hurt to have in your tech collection.

  • Grammarly
  • Mailchimp
  • Google Adwords
  • Google Analytics
  • Hubspot

Phase 5: Routinely Assess Marketing Ops Performance

The last vital step in the particular marketing operations process is to perform regular assessments. In this step, your marketing operations should be up and running, which means it’ s time to start analyzing its effectiveness.

Without checking back in on your marketing operations process, you run the risk of your marketing activities falling apart. This doesn’ t just minimize your own marketing efforts — your company will have a hard time reaching the target goals, and won’ t see an impactful ROI.

So, just how can businesses properly measure the success of their marketing operations? The answer is by using your KPIs.

Your KPIs should function as a gauge meant for businesses to understand just how well their marketing operations program is working. If your marketing and advertising operations plan is helping you meet your KPI targets, you’ re on the right track.

If not, you will need to reevaluate some aspects of your strategy.

Keep in mind that you shouldn’ t just perform one initial assessment of the marketing ops performance. It will probably be important to schedule regular review sessions where you can monitor your own marketing operations, make modifications as needed, drive additional value, and watch your business develop over the years.

Are you searching for an all-in-one martech means to fix unify people, tech, and data? Give Accepted a try. Get started with the free Delightful account today!

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