How to break silos with a shared marketing planning process for a team in transition.
Global FSI Campaign Planning Tool Kit & Enablement Workshop (A Jarther+ Case Study)
“Jarther+ enable more expansive thinking, delivered focussed coaching, and co-created planning artefacts with practical application.”Here’s the challenge:
A major retail superannuation fund found itself transitioning from a B2B to B2C go-to-market strategy. Further compounding the issue: the marketing department was segregated into three mini silos (digital, content and campaign) all of who worked virtually. Jarther+ was engaged to guide the development of a simple, repeatable and saleable campaign planning process. The Marketing Director wanted a suite of artefacts that could be used repeatedly, as well as a new baseline of marketing education.
Here’s our response:
Jarther+ interviewed marketing team leaders and key business stakeholders to better understand the challenges and opportunities. Meanwhile, we provided the marketing team a concise marketing frameworks handbook to prep them for the workshop: a 6-hour session that helped the marketing team apply their new skills, build their knowledge, and think strategically.
The participants then worked to develop the programs of work to bring those strategies to life, interwoven with coaching, clarification, and provocations to help the team learn and progress. This approach increased the teams’ confidence, empowering them to move beyond “order taking” and to having more strategic conversations with their business stakeholders.
More importantly, here are the impacts:
Jarther Taylor (Founder & Principal) is an adjunct professor at AGSM at UNSW (one of the leading universities in the country), with deep experience of teaching global best practice concepts, models and frameworks. The Jarther+ team works live during the workshop to synthesise discussions, refine strategy, and enhance the language in the document.
At the end of the session, the team had a strategy document they could use immediately. The team now has a regular planning cadence and increased engagement with their stakeholders, resulting in more impactful campaigns with less re-work.
Talk to Jarther+ about how we can help you overcome silos with a shared marketing planning process, all while upskilling your team.