HOW DO QUICK START PROGRAMS WORK?

Discovery Workshop Coaching

ü Virtual workshops (2) with ü On-site workshop (2-days) ü Weekly calls (6) to follow
your Executive Advisor at your offices or remote up after workshop

ü Understand your goals and ü Team training and ü On-going support and
key priorities experiential learning guidance for your team

ü Assess current process, ü Define your process and ü Review of your plans and
skills, and knowledge build your tool-kit project deliverables
 WHO ARE QUICK START PROGRAMS DESIGNED FOR?

High performing Product & Marketing leaders Organizations looking to adopt an ‘Agile’
who need to optimize their core processes approach for managing work but require
and operationalize proven best practices. some staff training and operational support.

Leaders who need help with adapting our CMOs transforming their marketing
tools, templates and software to meet the organization into a growth engine that
needs of their unique environment. drives a measurable contribution to revenue.
 AGILE MARKETING QUICK START PROGRAM

This 6-week program is designed to help you adopt an Agile Marketing management process
with 8 virtual workshops, and a 2-day on-site workshop. Key activities:

• Discovery VirWorkshop – understand business, projects & initiatives, systems, processes and staff
• Assessment & Review eWorkshop – assess your process and discuss identify areas for improvement
• Information Architecture eWorkshop – discuss how you want to organize your team’s projects & tasks
• On-Site Agile Marketing “Boot Camp” Workshop (2 days) – train your team at your offices
• Facilitated Sprint Planning eWorkshops (2) – prioritizing your team’s work into ‘sprints’
• Facilitated Retrospective eWorkshop– session to review your process and make any tweaks
• Data Import & Cleansing – support to get your data into our system and ready for use
• Marketing Request Form Setup & Integration eWorkshop – support to create an online request form
• Project/Process Template Development eWorkshop– create re-usable templates for your key projects
• Standard Operating Procedures Manual – assistance creating SOP documentation
 AGILE MARKETING QUICK START PROGRAM

This 6-week program is designed to help you adopt an Agile Marketing management process
with 5 virtual workshops, and a 2-day on-site workshop. Key activities include:

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6

Virtual Workshop Virtual Workshop On-Site Workshop Virtual Workshop Virtual Workshop Virtual Workshop

- Evaluate your - Discuss how you - Train team on - Discuss how - Sprint review - Retrospective
current process want to organize Agile Marketing team is adopting facilitation with meeting
& system your system and time-boxing the process the team facilitation

- Identify issues, - Import data to - Determine which - Answer any - Review sprint - Refine standard
challenges and Demand Metric agile approach is questions the planning process operating
goals for new (if applicable) the right fit team has on how to ensure the procedures
process to update team is bought-in (SOPs) manual
- Identify reports - 1st Sprint Plan projects and and comfortable
- Share best and integrations Facilitation tasks
- Evaluate
practices and required - Discuss project advanced
how how an - Review time- templates for key integrations to
- Develop reports
agile marketing boxing of tasks workflows enhance
- Book on-site and integrate
system works in calendars workflow
workshop calendars
 AGILE MARKETING – AGENDA (Day 1)

TEAM TRAINING

9:00 – 9:15am Introduction - why are we here?

9:15 – 10:45am Agile Marketing Boot Camp

10:45 – 11:00am Break

11:00 – 11:30am Demand Metric Software Training

11:30 – 12:00pm Team Task List and Data Import

MANAGEMENT WORKSHOP

1:00 – 1:30pm Agile Methodology Decision (Kanban, Scrum, Scrumban)

1:30 – 2:00pm Projects & Processes (types & templates)

2:00 – 2:45pm Tags, Filters, Reports & Calendar Integration

2:45 – 3:00pm Break

3:00 – 3:30pm New Project Request Form

3:30 – 5:00pm Planning, Prioritization, Review, Advanced Features

 AGILE MARKETING – AGENDA (Day 2)

MANAGEMENT WORKSHOP

9:00 – 12:00pm Standard Operating Procedures (SOPs) Documentation

TEAM TRAINING

1:00 – 2:30pm Agile Marketing Process Training

2:45 – 3:00pm Break

3:00 – 5:00pm Hands-On Advanced Software Training

 YOUR EXECUTIVE ADVISOR & COACH

Work with Demand Metric’s Founder & CEO to systematically operationalize best practices

What coaching clients say about working with me…

• “Great combination of research, tools, software and advice”

• “Getting 3x the value at 1/3 the cost of other analyst firms”
• “You provide us with real-world, practical, and unbiased advice”
• “Working with you enabled me to perform at my best.”
• “Last year I got a big promotion. Thanks for your help!!”
• “I really appreciate your responsiveness and quick wit.”
Jesse Hopps • “Our team loved the workshop. Let’s do it again soon.”
Founder & CEO
IC Agile Marketing Certified
TRUSTED BY 5,000+
TOP GLOBAL BRANDS
 ABOUT DEMAND METRIC

800+ customers and Strategic partnerships:

160,000 global members AMA, ANA, DMI, AIPMM

1,000+ Practical Tools, Channel Marketing Enablement

Templates, & How-To Guides programs to grow channel revenue

Agile Project Management Executive Advisor Coaching to

Founded in 2006 built for the needs of marketers optimize your marketing department
Vancouver, Canada