activity initiation activity definition, kick-off

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Approve annual marketing plan Business Unit Marketing Planning Marketing Communications (MarComm) Activity Initiation Activity Definition, Kick-Off & Planning BPMN 2.0 LEGEND End Event Start Event Task Gateway Intermediate Event Expanded Sub- Process Pool Group Sequence Flow Message Flow Develop annual marketing plan and plan is approved by business unit (BU) and marketing executive mgmt Planner reviews Marketing program calendar in the annual marketing plan Planner discusses program with BU to confirm tactics, calendar, & budget Planner works backward to establish timeline & schedule Planner begins to establish team members and condensed version of kick-off doc Planner confirms program details with BU and seeks approval. Planner confirms team members Planner finalizes kick-off doc, sends doc to team, schedules kick-off meeting Kick-off meeting held Review questions/concerns of team members, Review tactic details Team builds project plan Project Plan is reviewed by all stakeholders (adjustments made as necessary) Activity Execution Data Request Form (DRF) is completed and submitted based on project plan Other Marketing Teams & Agencies List Management receives DRF from Planner with project plan data request List Management reviews DRF and segments data according to project plan cells and produces output file List Management notifies the Planner/ MarComm/Agency when the files are ready Marketing Communications (MarComm) prepares brief to engage the Agency and then briefs the Agency MarComm receives creative brief from Agency and provides feedback MarComm receives film proofs & creative brief from Agency. Confirms approval for film and creative brief MarComm receives final mechanicals from Agency and confirms approval of final creative brief MarComm proofs final creative brief and advises List Management that Agency is ready for data file MarCom receives final invoice from Agency and arranges for final payment Marketing Plan Approval The OpsDog Support Group Hierarchy www.OpsDog.com | [email protected] | Phone: 201.526.1200 | www.TheLabConsulting.com The planning, definition and creative brief approval for small-scale, repeatable marketing programs and campaigns. COPYRIGHT © OPSDOG, INC., 2014 | ALL RIGHTS RESERVED This content may not be copied, distributed, republished, uploaded, posted or transmitted in any way without the prior written consent of OpsDog, Inc. Small Campaigns: Workflow Workflow Description Legend Corporate Services Compliance Legal Information Technology Human Resources WORKFLOW MARKETING Small Campaigns Finance Marketing Programs & Campaigns Small Campaigns Marketing Communications Marketing Research & Analytics Product Management Advertising Public Relations Activity Initiation Activity Definition, Kick-Off & Planning Activity Execution Group Start Event Intermediate Event Gateway End Event Message Flow Task Expanded Sub-Process Sequence Flow Pool + Marketing: Small Campaigns Workflow [BPMN 2.0] pm.SGO3.SmallCampaignsBPMN.140515 Login to OpsDog to purchase the full workflow template (available in PDF, Visio, PPT) New users get $20 off their first purchase (registration is FREE!)

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Page 1: Activity Initiation Activity Definition, Kick-Off

Approve annualmarketing plan

Business Unit

Marketing Planning

Marketing Communications

(MarComm)

Activity Initiation Activity Definition, Kick-Off & PlanningBP MN 2 .0 L E G E N D

End EventStart Event

TaskGateway

IntermediateEvent

Expanded Sub-Process

Poo

l

Group

Sequence Flow Message Flow

Develop annualmarketing plan andplan is approved bybusiness unit (BU)

and marketingexecutive mgmt

Planner reviewsMarketing program

calendar in theannual marketing

plan

Planner discussesprogram with BU to

confirm tactics,calendar, & budget

Planner worksbackward to

establish timeline &schedule

Planner begins toestablish teammembers and

condensed versionof kick-off doc

Planner confirmsprogram details with

BU and seeksapproval. Planner

confirms teammembers

Planner finalizeskick-off doc, sends

doc to team,schedules kick-off

meeting

Kick-off meetingheld – Review

questions/concernsof team members,

Review tactic details

Team builds projectplan

Project Plan isreviewed by allstakeholders

(adjustments madeas necessary)

Activity Execution

Data Request Form(DRF) is completed

and submittedbased on project

plan

Other Marketing Teams & Agencies

List Managementreceives DRF fromPlanner with projectplan data request

List Managementreviews DRF and

segments dataaccording to project

plan cells andproduces output file

List Managementnotifies the Planner/MarComm/Agencywhen the files are

ready

MarketingCommunications

(MarComm)prepares brief to

engage the Agencyand then briefs the

Agency

MarComm receivescreative brief from

Agency andprovides feedback

MarComm receivesfilm proofs & creative

brief from Agency.Confirms approval forfilm and creative brief

MarComm receivesfinal mechanicals fromAgency and confirms

approval of finalcreative brief

MarComm proofs finalcreative brief and advises

List Management thatAgency is ready for data

file

MarCom receivesfinal invoice from

Agency andarranges for final

payment

Marketing Plan

Approval

The OpsDog Support Group Hierarchy

www.OpsDog.com | [email protected] | Phone: 201.526.1200 | www.TheLabConsulting.com

The planning, definition and creative brief approval for small-scale, repeatable marketing programs and campaigns.

COPYRIGHT © OPSDOG, INC., 2014 | ALL RIGHTS RESERVED

This content may not be copied, distributed, republished, uploaded, posted or transmittedin any way without the prior written consent of OpsDog, Inc.

Small Campaigns: Workflow

Workflow Description

Legend

Corporate ServicesComplianceLegalInformation

TechnologyHuman

Resources

WOR

KFLOW

MARKETING

Small Campaigns

FinanceMarketing

Programs & Campaigns

Small Campaigns

Marketing Communications

Marketing Research & Analytics

Product Management

Advertising

Public Relations

Activity Initiation

Activity Definition, Kick-Off & Planning

Activity Execution

GroupStartEvent

IntermediateEvent

GatewayEndEvent

MessageFlow

Task ExpandedSub-Process

SequenceFlow

Pool

+

Marketing: Small Campaigns Workflow [BPMN 2.0]

pm.SGO3.SmallCampaignsBPMN.140515

Login to OpsDog to purchase the full workflow template

(available in PDF, Visio, PPT)

New users get $20 off their first purchase (registration is FREE!)