{"id":555,"date":"2018-12-03T10:27:41","date_gmt":"2018-12-03T08:27:41","guid":{"rendered":"https:\/\/www.dazzlepop.net\/site\/?p=555"},"modified":"2018-12-03T10:27:41","modified_gmt":"2018-12-03T08:27:41","slug":"the-best-way-to-plan-a-successful-marketing-performance-management-process","status":"publish","type":"post","link":"https:\/\/www.dazzlepop.net\/site\/the-best-way-to-plan-a-successful-marketing-performance-management-process\/","title":{"rendered":"The Best Way to Plan a Successful Marketing Performance Management Process"},"content":{"rendered":"<div style=\"text-align:center\"><\/div><p>How do you get the most from your marketing team?<\/p>\n<p>The most productivity. The most team satisfaction. The most success overall, however you choose to define it.<\/p>\n<p>That\u2019s all anyone managing a team wants, right?<\/p>\n<p>The answer starts with planning an effective performance management process. One that identifies your team\u2019s goals, puts a plan in place to achieve them, and measures the results for future improvement.<\/p>\n<p>Putting that kind of plan into place isn\u2019t a simple task. But, with this straightforward guide, you can put yourself and your team on the right path to be more productive.<\/p>\n<p>Now, this is a broad topic with lots of moving parts. In order to keep it digestible, practical, and actionable, this post will narrow down the steps you need to take to put an actual process into practice, without diving too deep into more theoretical aspects of management.<\/p>\n<h2>Snag Your Performance Management Checklist<\/h2>\n<p>It\u2019s easier to follow processes when you can break them down into a checklist. In fact, that\u2019s something research supports.<\/p>\n<p>So, make implementing this process easier with a simple performance management checklist.<\/p>\n<p>When it comes time to evaluate marketing talent on your team, it\u2019ll make it easier to know exactly what to look for, which questions to ask, and what to do next.<\/p>\n<h2>What Does \u201cPerformance Management\u201d Mean in Plain Language?<\/h2>\n<p>In a marketing context, we can summarize this topic as such:<\/p>\n<p>Performance management is the intentional practice of ensuring every member of your marketing team meets individualized goals through thorough planning, monitoring, and commitment to continuous improvement.<\/p>\n<p>That\u2019s it in as succinct terms as possible.<\/p>\n<h2>What Does the Performance Management Process Look Like?<\/h2>\n<p>Generally, this process moves in three phases:<\/p>\n<ul>\n<li>Planning: Setting goals, expectations, and a strategy moving forward.<\/li>\n<li>Execution: Acting to implement that strategy to meet desired goals up to expectations.<\/li>\n<li>Review: Periodically assessing progress toward goals and steps for improvement.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-65012\" src=\"https:\/\/media.coschedule.com\/uploads\/marketing-performance-management-process.png\" alt=\"\" width=\"1540\" height=\"1375\" \/><\/p>\n<h2>Which Performance Management Tools Do Marketing Teams Need?<\/h2>\n<p>Get the right tools for the job. For this particular task, here are some recommendations:<\/p>\n<ul>\n<li>CoSchedule: An all-in-one marketing management platform for keeping teams and projects organized. Use Team Tab to manage team performance, and Team Performance Reports to objectively measure real productivity.<\/li>\n<li>Excel: Much of what marketing teams would typically use Excel for team planning-wise can be achieved with CoSchedule. However, this remains a staple option that\u2019s essentially free (in that it\u2019s a paid product, but your company is probably already paying for it).<\/li>\n<li>Evernote: Useful for building checklists and storing documentation. Integrates seamlessly with CoSchedule.<\/li>\n<\/ul>\n<p>This covers the basics.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-65013\" src=\"https:\/\/media.coschedule.com\/uploads\/essential-marketing-performance-management-tools.png\" alt=\"\" width=\"1540\" height=\"596\" \/><\/p>\n<h2>What\u2019s Needed for Success?<\/h2>\n<p>Everything starts with setting the right goals. At a high level, it should achieve (at least) the following three things.<\/p>\n<h3>Ensuring Everyone Does Their Best Work<\/h3>\n<p>Ultimately, this is what it\u2019s all about: getting the most from your team.<\/p>\n<h3>Identifying Strengths and Weaknesses<\/h3>\n<p>Everyone has both, and it\u2019s important to understand where every team members lies in each area.<\/p>\n<h3>Providing Constructive Feedback<\/h3>\n<p>No one can improve without knowing where to focus their efforts. When constructive feedback is communicated clearly, you can set expectations on how things need to change before the next time you meet to talk about goals.<\/p>\n<h3>Celebrate Wins<\/h3>\n<p>It\u2019s important to be transparent when communicating areas that need improvement. But, it\u2019s also important to appreciate successes and make sure team members know when they\u2019re doing well. That helps build positive momentum that leads to further success.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-65014\" src=\"https:\/\/media.coschedule.com\/uploads\/how-to-do-marketing-performance-management.png\" alt=\"\" width=\"1540\" height=\"686\" \/><\/p>\n<h2>Getting Started With Planning<\/h2>\n<p>Excellence doesn\u2019t happen by accident, it happens by choice, and it starts with solid planning.<\/p>\n<h3>Start a CoSchedule Trial or Schedule a Demo<\/h3>\n<p>This post will cover managing your team using CoSchedule. If you\u2019re not a customer, consider starting a trial or scheduling a demo. Otherwise, you may need to substitute in other software to complete some of the following steps.<\/p>\n<h3>Add Your Team Members to CoSchedule<\/h3>\n<p>Next, add each team member into CoSchedule. This is easy to do quickly.<\/p>\n<h3>Understanding the Team<\/h3>\n<p>Now, there are some things that need to be made clear between management, HR, department leads, and team members.<\/p>\n<ul>\n<li>Each team member\u2019s purpose. What is their actual role and value to your marketing team? This has likely been summarized in your job descriptions, but if they\u2019re out of date or the team member has outgrown that definition, it may be time for a role switch or promotion.<\/li>\n<li>Responsibilities and priorities.\u00a0What are the most important things this employee needs to get done?<\/li>\n<li>Performance expectations. In order to keep your team on track to meet its goals, what results does each team member need to produce?<\/li>\n<\/ul>\n<h3>Determining Future Vision<\/h3>\n<p>Set up a meeting with each team member to figure out where they\u2019d like to go in the future (and to set performance goals accordingly).<\/p>\n<p>Go to each meeting with the following set of questions:<\/p>\n<ol>\n<li>What have we accomplished already?\u00a0This could mean what the company, team, or individual has achieved.<\/li>\n<li>What do we need to accomplish in the future?\u00a0Doing what\u2019s worked before will ensure you keep repeating the same results. In order to grow, you need to challenge the team.<\/li>\n<li>How might we realize those achievements?\u00a0So, spend some time researching and brainstorming strategies and tactics you can execute to improve results.<\/li>\n<\/ol>\n<p>By the end, you should have a clear picture of what the team member has already achieved, what they need to achieve in the future, and how they plan to get there.<\/p>\n<h3>Setting Goals<\/h3>\n<p>To make that future happen, set goals for your team.<\/p>\n<p>Everyone works differently, has different strengths and weaknesses, and fulfills different roles for your company.<\/p>\n<p>So, why would everyone\u2019s goals be one and the same?<\/p>\n<p>Everyone on the team should have their own goals their progress should be measured against.<\/p>\n<p>Goals need to be concrete, well-planned, and attainable. In other words, they need to be SMART:<\/p>\n<ul>\n<li>Specific:\u00a0Vague goals will deliver unsatisfying results.<\/li>\n<li>Measurable:\u00a0If you can\u2019t measure it, you didn\u2019t really do anything.<\/li>\n<li>Attainable:\u00a0Goals should be challenging, but they shouldn\u2019t set up anyone to fail.<\/li>\n<li>Realistic:\u00a0See above.<\/li>\n<li>Time-bound: Deadlines matter.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-65015\" src=\"https:\/\/media.coschedule.com\/uploads\/marketing-goals.png\" alt=\"\" width=\"1540\" height=\"587\" \/><\/p>\n<p>Some examples of goals you might set could include:<\/p>\n<ul>\n<li>Production goals: How much should each team member produce?<\/li>\n<li>Results-driven goals: What actual outcomes should the employee be impacting?<\/li>\n<li>Personal milestones: Are there certain things the employee would like to learn or achieve within a given amount of time?<\/li>\n<\/ul>\n<p>RECOMMENDED READING: https:\/\/coschedule.com\/marketing-strategy\/marketing-goals\/<\/p>\n<h2>Nailing the Execution<\/h2>\n<p>Once your performance management plan is in place, it\u2019s time to put it into action. It\u2019s important to remember this is an ongoing process and not a one-and-done deal meant to check off a box on a list of requirements somewhere. At least not if you want the plan to work as designed.<\/p>\n<h3>Setting Up Recurring Meetings<\/h3>\n<p>Sometimes, if things aren\u2019t scheduled regularly, they get put on the back burner.<\/p>\n<p>And sometimes, they stay back there so long, they never actually happen.<\/p>\n<p>Don\u2019t let checking in with your team be something that gets forgotten.<\/p>\n<p>Otherwise, they just might forget you and your company too, and move on to somewhere they\u2019re more valued.<\/p>\n<p>So, even if you talk with your team regularly and communicate well, setting aside time to talk about performance and progress toward personal and professional goals specifically is a good idea. That way, you make sure their development isn\u2019t left to chance.<\/p>\n<h3>Establish Quarterly, Biannual, or Annual Performance Reviews<\/h3>\n<p>In addition to ongoing communication, you\u2019re probably doing formal performance reviews, too.<\/p>\n<p>They don\u2019t need to be overly complicated, either. In fact, introducing unnecessary complexity might just make the whole process less effective, while creating more work.<\/p>\n<ul>\n<li>What\u2019s going well?\u00a0What are things that have been successful for the employee, the team, and the company?<\/li>\n<li>What\u2019s not going so well?\u00a0And are there any specific ways to improve?<\/li>\n<li>What needs to happen to ensure a happy future?<\/li>\n<\/ul>\n<p>Keep notes throughout your meeting and store them somewhere they won\u2019t get lost. Two options are Evernote or a purpose-built HR platform like\u00a0<a href=\"https:\/\/kinhr.com\/\" target=\"_blank\" rel=\"noopener\">Kin HR<\/a>\u00a0or\u00a0<a href=\"https:\/\/www.peoplehr.com\/\" target=\"_blank\" rel=\"noopener\">People HR<\/a>.<\/p>\n<h2>Measuring Your Results<\/h2>\n<p>How do you know your performance management process is actually effective? By measuring your results and acting on that data to improve it.<\/p>\n<h3>Establishing Reporting Timelines<\/h3>\n<p>How often will you report on overall productivity? Consider weekly or monthly schedules to ensure the team is accomplishing all of its tasks.<\/p>\n<h3>Monitoring Progress<\/h3>\n<p>The easiest way to do this is with Team Performance Reports in CoSchedule.<\/p>\n<p>Each time you create a project in CoSchedule, assign tasks to each team member.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-64794\" src=\"https:\/\/media.coschedule.com\/uploads\/Blog_Ben_MarkPerformance-4.png\" alt=\"\" width=\"1540\" height=\"849\" \/><\/p>\n<p>To expedite assigning tasks, create Task Templates (which make each task checklist reusable and repeatable to build positive productivity habits easily).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-64793\" src=\"https:\/\/media.coschedule.com\/uploads\/Blog_Ben_MarkPerformance-5.png\" alt=\"\" width=\"1540\" height=\"660\" \/><\/p>\n<p>Each time a team member checks a task complete, it\u2019ll be reflected in the Team Progress Report in CoSchedule:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-64792\" src=\"https:\/\/media.coschedule.com\/uploads\/Blog_Ben_MarkPerformance-6.png\" alt=\"\" width=\"1540\" height=\"359\" \/><\/p>\n<p>This report will show you:<\/p>\n<ul>\n<li>Percentage of projects completed on time.<\/li>\n<li>Percentage of projects completed late.<\/li>\n<\/ul>\n<p>This provides a clear picture of who\u2019s getting their work done and who might be struggling.<\/p>\n<div class=\"wistia_responsive_padding\">\n<div class=\"wistia_responsive_wrapper\">\n<div class=\"wistia_video_foam_dummy\" data-source-container-id=\"wistia-r3fkdkfz3k-1\"><\/div>\n<div id=\"wistia-r3fkdkfz3k-1\" class=\"wistia_embed wistia_async_r3fkdkfz3k dnt=1 seo=false videoFoam=true wistia_embed_initialized\">\n<div class=\"wistia_swatch\"><img decoding=\"async\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/r3fkdkfz3k\/swatch\" alt=\"\" \/><\/div>\n<div id=\"wistia_chrome_25\" class=\"w-chrome\">\n<div id=\"wistia_grid_31_wrapper\">\n<div id=\"wistia_grid_31_above\"><\/div>\n<div id=\"wistia_grid_31_main\">\n<div id=\"wistia_grid_31_behind\"><\/div>\n<div id=\"wistia_grid_31_center\">\n<div class=\"w-video-wrapper w-css-reset\"><\/div>\n<div class=\"w-ui-container\">\n<div id=\"w-vulcan-v2-30\" class=\"w-vulcan-v2 w-css-reset\" tabindex=\"0\" role=\"region\" aria-label=\"Video\">\n<div class=\"w-vulcan--background w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"statusBar\"><\/div>\n<div class=\"w-css-reset\" data-handle=\"thumbnail\">\n<div>\n<div class=\"w-css-reset\"><img decoding=\"async\" class=\"w-css-reset\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/r3fkdkfz3k\/swatch\" alt=\"Video Thumbnail\" \/><\/div>\n<div class=\"w-css-reset\"><img decoding=\"async\" class=\"w-css-reset\" src=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=960x540\" srcset=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=640x360 320w, https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=640x360 640w, https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=960x540 960w, https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=1280x720 1280w, https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=1920x1080 1920w, https:\/\/embedwistia-a.akamaihd.net\/deliveries\/baffe9cef20d511550c9454345e6bb7159c95282.jpg?image_crop_resized=1920x1080 3840w\" alt=\"Video Thumbnail\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-vulcan-overlays-table w-css-reset\">\n<div class=\"w-vulcan-overlays--left w-css-reset\">\n<div class=\"w-css-reset\"><\/div>\n<\/div>\n<div class=\"w-vulcan-overlays--center w-css-reset\">\n<div class=\"w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"bigPlayButton\">\n<div class=\"w-bpb-wrapper w-css-reset w-css-reset-tree\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-css-reset\" data-handle=\"clickForSoundButton\">Source:\u00a0<a href=\"https:\/\/coschedule.com\/blog\/marketing-performance-management\/\">https:\/\/coschedule.com\/blog\/marketing-performance-management\/<\/a><\/div>\n<div class=\"w-vulcan-overlays-table w-css-reset\">\n<div class=\"w-vulcan-overlays--center w-css-reset\">\n<div class=\"w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"loadingIndicator\"><\/div>\n<div class=\"w-css-reset\" data-handle=\"playPauseNotifier\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-vulcan-overlays--right w-css-reset\">\n<div class=\"w-css-reset\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-bottom-bar w-css-reset\">\n<div class=\"w-bottom-bar-lower w-css-reset\">\n<div class=\"w-bottom-bar-left w-css-reset\">\n<div class=\"w-bottom-bar-left-inner w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"smallPlayButton\">\n<div class=\"w-vulcan-button-wrapper w-css-reset\">\n<div class=\"w-vulcan-icon-wrapper\" data-handle=\"smallPlayButton\">\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-bottom-bar-middle w-css-reset\">\n<div class=\"w-bottom-bar-middle-inner w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"lowerPlaybar\">\n<div class=\"w-playbar-wrapper w-css-reset w-css-reset-tree\" tabindex=\"0\" role=\"slider\" aria-label=\"Playbar\" aria-orientation=\"horizontal\" aria-valuenow=\"0\" aria-valuemin=\"0\" aria-valuemax=\"54.148\" aria-valuetext=\"0:00\">\n<div><\/div>\n<div class=\"w-storyboard-anchor\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-bottom-bar-right w-css-reset\">\n<div class=\"w-bottom-bar-right-inner w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"volumeButton\">\n<div class=\"w-vulcan-button-wrapper w-css-reset\">\n<div class=\"w-vulcan-icon-wrapper\" data-handle=\"volumeButton\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-css-reset\" data-handle=\"settingsButton\">\n<div class=\"w-vulcan-button-wrapper w-css-reset\">\n<div class=\"w-vulcan-icon-wrapper\" data-handle=\"settingsButton\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-css-reset\" data-handle=\"fullscreenButton\">\n<div class=\"w-vulcan-button-wrapper w-css-reset\">\n<div class=\"w-vulcan-icon-wrapper\" data-handle=\"fullscreenButton\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-foreground w-css-reset\">\n<div class=\"w-css-reset\" data-handle=\"contextMenu\"><\/div>\n<div class=\"w-css-reset\" data-handle=\"loadingHourglass\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"wistia_grid_31_top_inside\">\n<div id=\"wistia_grid_31_top\"><\/div>\n<\/div>\n<div id=\"wistia_grid_31_bottom_inside\">\n<div id=\"wistia_grid_31_bottom\"><\/div>\n<\/div>\n<div id=\"wistia_grid_31_left_inside\">\n<div id=\"wistia_grid_31_left\"><\/div>\n<\/div>\n<div id=\"wistia_grid_31_right_inside\">\n<div id=\"wistia_grid_31_right\"><\/div>\n<\/div>\n<\/div>\n<div id=\"wistia_grid_31_below\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3>Manage All Your Marketing Work in CoSchedule<\/h3>\n<p>The key to making the previous step work is managing all your marketing campaigns and projects in CoSchedule so you can effectively structure workflows, measure performance, and more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How do you get the most from your marketing team? The most productivity. The most team satisfaction. The most success overall, however you choose to define it. That\u2019s all anyone managing a team wants, right? The answer starts with planning an effective performance management process. One that identifies your team\u2019s goals, puts a plan in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":-1,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_vp_format_video_url":"","_vp_image_focal_point":[],"footnotes":""},"categories":[45],"tags":[31,7,11],"class_list":["post-555","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-business","tag-e-marketing","tag-startup"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dazzlepop | The Best Way to Plan a Successful Marketing Performance Management Process<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dazzlepop.net\/site\/the-best-way-to-plan-a-successful-marketing-performance-management-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dazzlepop | The Best Way to Plan a Successful Marketing Performance Management Process\" \/>\n<meta property=\"og:description\" content=\"How do you get the most from your marketing team? 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