Unlock Better Healthcare & Pharma Marketing
With all the regulatory burdens healthcare and pharma marketers face, it’s not surprising they struggle to adapt to hyper competitive fast-changing markets. Long approval processes and endless red tape can hamper their ability to respond to market shifts and customer opportunities. The good news is, it doesn’t have to be this way.
Think Healthcare Marketing Can’t be Agile?
With so much at stake in the healthcare, pharmaceutical, and life sciences industries, taking a bet on marketing agility requires a fresh approach. Fortunately, companies in these industries have already pioneered ways to unlock all the benefits of agility: responsive marketing that dramatically reduces waste while moving the needle on your KPIs.
Feeling Overwhelmed with Stakeholder Requests?
This is a common complaint from marketers everywhere, but particularly in the highly competitive healthcare industry.
Darci Helbling, Executive Director, Global Marketing Operations at Charles River Laboratories, described how they were in such a constant rush to fulfill stakeholder requests that they never had time to pause. Without space to evaluate how campaigns and processes were performing and develop improvements, teams were unable to adapt and improve.
By implementing limits on Work In Progress (WIP), the team at Charles River began to “stop starting and start finishing, allowing the team to focus on fewer projects at once, with the highest-priority work to get done first.” Within just a few months they saw significant improvements in project duration, cut project production time in half, and saw employee engagement metrics increase across the board.
Common Agile Healthcare & Pharma Marketing Questions
Most of the hesitation healthcare and pharma marketers have around Agile boils down to a few key questions. Here are answers based on our experience here at AgileSherpas.
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Compliance is usually the 800 pound gorilla in the room when talking about Agile marketing in a healthcare or pharma context. Any thought of using Minimum Viable Products (MVPs) and experimentation to rapidly iterate and learn gets crushed by the hard realities from the legal department.
So how can healthcare and pharma marketers realistically be Agile?
The key comes with balancing experimentation with risk. Finding that balance comes from close collaboration with compliance and legal departments. But that kind of collaboration should be built on mutual understanding of Agile principles and values and facilitated by Agile ways of working. This approach helps to align functions that can easily be opposed to one another and get them moving towards the same goals. For example, you can read how this has worked with sales and marketing teams.
In the healthcare and pharma industries in particular, bringing marketing and compliance teams together in quarterly planning meetings helps build alignment early on in the planning process. When marketing and compliance share a mutual understanding of their stakeholders and goals, it’s easier to experiment without taking unnecessary risks.
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Here at AgileSherpas, we’ve heard plenty of healthcare and pharma marketers tell us they can’t run experiments because compliance absolutely will not let them. However, we’ve also seen it happen successfully. The trick is to begin with the kind of close coordination between marketing and compliance mentioned above.
When compliance is involved in planning early and has a better understanding of what marketing aims to do, it becomes easier to create experiments within those parameters. Both sides develop deeper trust, and as a result they’re able to better understand the goals and limitations of the other.
As for the experiments themselves, the key is using Minimum Viable Products (MVPs). Working with compliance, it’s possible to find areas where such tests can occur within existing regulations. For example, by running smaller tests with different messaging around a new drug to test how specific types of customers respond.
By using smaller campaigns and experiments to test ideas, teams are able to learn valuable lessons about their customers and channels far faster. By iterating on those lessons, teams can rapidly improve their performance and apply new learnings on top of old ones.
This kind of experimentation is crucial in a healthcare and pharmaceutical market where speed and innovation are crucial for success.
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Many, if not most, companies within the healthcare and pharmaceutical industries rely on legacy systems that can be difficult to incorporate Agile tools like visualization boards or retrospective aids into. So what should marketers in these industries do to be Agile without needing to convince the entire organization to change tool sets?
Here at AgileSherpas, we believe the best approach is to begin with a small-scale Agile pilot consisting of a single team. At such a small scale, it’s far easier to use dedicated Agile tools alongside those legacy systems. The result is less than perfect, but works well enough to function as a small-scale proof of concept.
Armed with the results of that pilot program, teams can advocate for a more holistic approach to incorporating Agile-friendly tools into legacy systems or updating those systems altogether. This gradual approach is what makes the impossible possible, opening a path to let Agile ways of working creep into legacy systems that can feel impossible to change otherwise.
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The healthcare and pharmaceutical industries are dominated by enormous players with massive hierarchical org structures. This brings a host of challenges for implementing Agile, as it benefits from flatter and less hierarchical structures. Agile teams trying to function in such environments can often struggle to operate in a sea of very non-Agile ways of working. So what should healthcare or pharma marketers do?
It’s unlikely Agile advocates will convince the entire organization to redesign its structure, so like with marketing tools it’s best to start small. Reorganizing one or more marketing teams to be cross-functional while providing their leaders with training around how to act as servant leaders instead of command and control ones is an excellent start.
Even a few teams within a single department can benefit from flattening their structures and shifting their approach. Once they find success, such teams are in a better place to advocate for change within their function and eventually within the organization if possible. But even if not, Agile can thrive within marketing.
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A pervasive problem in many healthcare and pharmaceutical companies is information silos. Marketers in one department may be isolated from their fellow marketers in another. Both may not have easy communication with sales or other functions as well. The result is information, processes, and ideas that aren’t shared, and therefore can’t be used as effectively. Communication is difficult, and wasteful delays and uses of resources are abundant.
There are two ways to effectively break down these silos. The first is to make adjustments to team and organizational structures (easier said than done). The simpler strategy is shifting how you communicate. When your communication is efficient, you can spend a lot less time and resources on inefficient communication practices. That’s time you can then reinvest elsewhere.
The trick is finding a way to get consistent input from internal stakeholders and leaders without getting overwhelmed and bogged down by questions, requests, updating, etc. Structure goes a long way. Having a regular cadence of Agile meetings like standups, retrospectives, and reviews creates times when compact, focused, and ultimately valuable stakeholder communication can happen. Visualization tools also enable stakeholders to quickly and efficiently see what’s happening without having to waste someone’s time asking.
But the way you communicate also matters tremendously. Emails and direct messaging have their place, but they aren’t a replacement for face-to-face time. So many deceptively “quick” bits of communication that mostly serve to distract you from deep work are replaced with fewer face-to-face meetings with specific agendas. The result is breaking up those silos and giving everyone more time for valuable work.
How to Unlock Agile Healthcare & Pharma Marketing
If it sounds like Agile may be the key to tackling your toughest marketing challenges, how do you make it happen? Here are some practical steps your healthcare or pharma marketing team can take to begin transforming your marketing.
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Agile adoption and transformation deliver immense value. Recognizing that change can be hard and seems risky, the key is finding effective ways to minimize risk wherever possible. Agile pilots are an extremely effective way to do just that. You can think of this a bit like an MVP. You’re creating the smallest viable Agile marketing team capable of teaching you the lessons you’ll need to scale later.
That said, you need to be mindful of the V in MVP: your pilot program needs to be viable. That means full-time. Pilot or not, Agile simply does not work when it’s a part-time thing. All the backlogs, estimation, planning, etc. are built on the assumption that everyone is 100% devoted to a single team.
Another key to a viable pilot is the right leadership and support. Agile training and coaching are still necessary to begin cultivating the mindset that’s so vital for success. Senior leaders should also be on board and ready to provide active support and strategic direction. Otherwise, you risk pouring work into a pilot that gets shut down before it can deliver results.
You can see the value of an Agile pilot in action at Charles River Laboratories. There, a three-month pilot taught the team valuable lessons about how Agile should be implemented in their specific setting while minimizing risk. After the pilot, those lessons enabled them to successfully scale Agile to ten teams within the organization.
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From your pilot onward, cultivating an Agile mindset amongst your marketers is crucial for success. This is because Agile is far more than a set of practices. Here at AgileSherpas, we’ve seen many instances where teams are using Agile processes and practices but wondering why they’re not getting the expected benefits. Mindset is usually the culprit.
But how can your mindset sabotage your efforts when you’re otherwise “doing everything right”? In short, it’s due to the reality that Agile teams are built on a foundation of continuous improvement. They regularly evaluate their own processes and performance to determine what needs to change. But while such change is necessary, it can also lead to teams drifting back to non-Agile ways of working.
In other words, an Agile mindset is what helps Agile ways of working “click” to begin with. But it’s also what helps ensure Agile is sustainable in the long-run. Or, as we like to say here: “being Agile” is different than “doing Agile.” But how can healthcare and pharma marketers develop an Agile mindset?
That process begins with a foundation in Agile fundamentals. Once you understand the key Agile principles and values, you need to begin putting all of that theory into practice in your work. This is where you really develop a strong mindset, it’s applying principles to real-world challenges and seeing the results. Of course Agile coaching can also help in this process, as working with an experienced practitioner during the application phase can make it go much more smoothly.
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Every Agile marketing team uses one of three basic types of frameworks: Scrum, Kanban, or hybrid. Choosing the right framework for your needs as a healthcare or pharma marketing team is an important step towards Agile success. But what are the key differences between them and how can you choose?
Begin by considering whether any other functions within your organization are already Agile. Using the same framework can help make working together easier, though case studies show it’s not essential.
In general, you can think of Scrum as the most structured and disciplined of the frameworks. It has specific team roles, meetings, and ways of structuring work. Specifically, it breaks work into sprints that generally last two weeks. The goal is to finish all the work you’ve decided to tackle within a single sprint. If the kind of work your marketing team does can be planned ahead and broken down into smaller units of work, Scrum can be a good option.
Kanban focuses on continuous flow and works well for teams where work does not need a lot of upfront planning but requires quick responses to requests. In Kanban, you’re also continuously optimizing your processes. Without the discipline and structure of sprints, it’s up to teams to set aside the time needed to reflect on their processes and find ways to improve.
The most popular choice among marketers over the past decade has been the hybrid (sometimes called Scrumban) approach. While these can vary, such approaches often involve working in a Kanban style but breaking your work into sprints). Done well, hybrid frameworks bring many of the benefits of Scrum and Kanban together. However, the flexibility also means it’s easy to accidentally introduce non-Agile practices that undermine the entire framework. For this reason, it’s best to work with an Agile coach in this process.
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Getting team design right is crucial for Agile success. The first element to consider is whether you can make your teams fully cross-functional. This is when the team contains all the people and skills needed to complete its work. All of those people should also be on the team full-time. On occasion this just isn’t possible or practical. In such instances, you should try and create a shared services team of people with specialized skills that could support a number of teams.
For example, if you’re in healthcare marketing but your team doesn’t need a full-time designer you can create a shared services or Center of Excellence team of designers that serves the entire marketing function. Importantly, you should use Service Level Agreements (SLAs) to define the terms by which these teams will work with your cross-functional Agile teams. This will make such collaboration far easier and more predictable.
The other element of team design you should consider is stability. While Agile is built on flexibility and adaptability, that doesn’t mean your Agile teams should be changed all the time. In fact, at AgileSherpas we find it usually takes around 3-6 months for an Agile team to start performing at its best. So be sure to give your teams that time and stability they will need to reach their full Agile potential.
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Unlocking the value Agile can bring to healthcare and pharma marketing teams requires effective Agile training. That training comes in three distinct phases. The first is structured learning where team members study the Agile fundamentals. Importantly, this phase should only comprise around 10% of the total learning time.
Once they have a solid foundation in those Agile principles and values, it’s time to progress to “near-the-job” learning. This is when Agile coaching really comes into play because this phase is about working with subject matter experts, asking questions, and starting to apply Agile concepts to your real challenges. Think of this phase as a kind of bridge between the first and third phases. This second phase should take up only around 20% of Agile learning time.
The remaining 70% of a learner's time should be devoted to the third phase: applying all this learning on the job. Here, it’s all about integrating theory and practice to understand how you can practically apply Agile ways of working to your unique healthcare and pharma marketing challenges.
Agile coaching is particularly important during the third and final stage as this is when learners face the most hurdles. In particular, working with Agile coaches with experience applying its principles to healthcare and pharma marketing is important. Coaches lacking such experience may struggle to overcome the specific challenges that come with adapting Agile to such highly regulated industries.
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Once you’ve chosen a framework, built a strong Agile mindset, designed stable cross-functional teams, and gone through Agile learning, it’s time to start executing. But proper execution of Agile marketing requires finding and tracking the right metrics. Otherwise, there’s no way to effectively run experiments and track your progress.
Think of it like running a clinical trial. You need to understand what your success metrics are before you begin. Then you need to get your experimental design right so you can be confident in your results.
There are two basic types of metrics you need to be concerned with. The first are the usual success metrics that any healthcare or pharma marketer works with: customer acquisition costs, click through rates, etc. But the other category is more Agile specific and is used to track team performance.
For example, cycle time measures the time between when work begins on a task and when it’s completed. This is used to track how well work progresses through your workflow. If you’re seeing high cycle times, it may be time to try WIP limits, reexamine work phases, etc.
Throughput measures the amount of work your team completes in a given time period (usually a week or a sprint). By giving you an idea of how much work your team completes in a set time, you can predict when tasks in your backlog will be tackled. That information can be very useful for keeping stakeholders informed.
There are other Agile metrics you can use, but the key here is to set up your working processes to track this information so you can use it. Failing to gather data like this makes it far more difficult to implement and test the kind of process improvements that really drive value for Agile marketing teams.
Are You Ready for an Agile Transformation?
While having one or more marketing teams adopt Agile ways of working can bring significant benefits to healthcare and pharmaceutical companies, Agile transformation takes it to another level. If you’re serious about unlocking the full potential of Agile in your organization then Agile transformation is what you need.
Once you have used an Agile pilot to learn valuable lessons about how you can implement Agile ways of working in your organization, transformation is the next major step. Agile transformation involves a holistic approach to supporting Agile Teams, developing the Agile Mindset, re-framing processes, tracking progress, and shifting leadership capabilities. Instead of simply adopting Agile ways of working, transformations shift the organization to deliver value, increase speed to market, and become customer-centric based on Agile principles and values.
To achieve such a profound change, Agile transformations are holistic long-term change initiatives that require much greater investment, patience, expertise, and time. That requires active support from senior leaders alongside effective change management on all organizational levels. The foundation of this change is a fundamental mindset shift. When entire organizations begin thinking in an Agile way on top of the use of Agile ways of working, you begin to see profound changes in how that organization functions, behaves, and delivers results.
But what do the results of an Agile transformation look like? Here at AgileSherpas, we’ve seen it result in more efficient processes that save departments millions of dollars a year. The speed at which teams can finish projects doubles, employee retention markedly improves, and marketing is generally far better at delivering real value to its stakeholders.
With the significant shifts that Agile transformations bring, organizations understandably have many questions about the process. The first revolves around the goal of an Agile transformation. For Agile transformations to be successful, they need clear goals and desired outcomes. It’s absolutely critical to understand that you should never try and achieve Agile for its own sake. Agile ways of working become exceedingly more valuable when you attain measurable goals and have the data to support it. Keeping that in mind will help keep your transformation on track.
Another common question revolves around knowing if a transformation is working. They can take quite a long time and plenty of resources, so leaders may question whether it’s still worth the investment. The best approach here is to look at leading indicators tied to the goals of your specific transformation, and to consider the positive changes in softer people metrics as success too.
An example we’ve seen at AgileSherpas was a pharmaceutical company whose primary success metric was project completion time. However, their marketing output was consistently being delayed by long review processes. Even early in their Agile transformation, they were able to see that key project completion metric improve. Eventually, it was cut in half!
Setting aside the benefits of an Agile transformation, many leaders are curious about the costs. In our experience, transformation requires 2-5x the budget of a single team-level adoption. That includes consulting, coaching, training, etc. So an Agile pilot can help give you a clever idea about those long-term costs (as well as potential long-term benefits).
Clearly, Agile transformations require a lot of buy-in and support from many people within an organization. Many leaders subsequently ask us about internal communication strategies to support the endeavor. We rank this as a “nice to have.” But you should be communicating details about your transformation plan, updating internal stakeholders about progress regularly, preventing panic around changes, and arming internal sponsors and change agents with effective talking points.
As long as your transformation communication plan is able to handle these points, you should be on the road to success.
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Once you have used an Agile pilot to learn valuable lessons about how you can implement Agile ways of working in your organization, transformation is the next major step. Agile transformation involves a holistic approach to supporting Agile Teams, developing the Agile Mindset, re-framing processes, tracking progress, and shifting leadership capabilities. Instead of simply adopting Agile ways of working, transformations shift the organization to deliver value, increase speed to market, and become customer-centric based on Agile principles and values.
To achieve such a profound change, Agile transformations are holistic long-term change initiatives that require much greater investment, patience, expertise, and time. That requires active support from senior leaders alongside effective change management on all organizational levels. The foundation of this change is a fundamental mindset shift. When entire organizations begin thinking in an Agile way on top of the use of Agile ways of working, you begin to see profound changes in how that organization functions, behaves, and delivers results.
But what do the results of an Agile transformation look like? Here at AgileSherpas, we’ve seen it result in more efficient processes that save departments millions of dollars a year. The speed at which teams can finish projects doubles, employee retention markedly improves, and marketing is generally far better at delivering real value to its stakeholders.
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With the significant shifts that Agile transformations bring, organizations understandably have many questions about the process. The first revolves around the goal of an Agile transformation. For Agile transformations to be successful, they need clear goals and desired outcomes. It’s absolutely critical to understand that you should never try and achieve Agile for its own sake. Agile ways of working become exceedingly more valuable when you attain measurable goals and have the data to support it. Keeping that in mind will help keep your transformation on track.
Another common question revolves around knowing if a transformation is working. They can take quite a long time and plenty of resources, so leaders may question whether it’s still worth the investment. The best approach here is to look at leading indicators tied to the goals of your specific transformation, and to consider the positive changes in softer people metrics as success too.
An example we’ve seen at AgileSherpas was a pharmaceutical company whose primary success metric was project completion time. However, their marketing output was consistently being delayed by long review processes. Even early in their Agile transformation, they were able to see that key project completion metric improve. Eventually, it was cut in half!
Setting aside the benefits of an Agile transformation, many leaders are curious about the costs. In our experience, transformation requires 2-5x the budget of a single team-level adoption. That includes consulting, coaching, training, etc. So an Agile pilot can help give you a clever idea about those long-term costs (as well as potential long-term benefits).
Clearly, Agile transformations require a lot of buy-in and support from many people within an organization. Many leaders subsequently ask us about internal communication strategies to support the endeavor. We rank this as a “nice to have.” But you should be communicating details about your transformation plan, updating internal stakeholders about progress regularly, preventing panic around changes, and arming internal sponsors and change agents with effective talking points.
As long as your transformation communication plan is able to handle these points, you should be on the road to success.
In just 3 months, we are seeing a significant improvement in project duration and while our project volume is actually increasing across all of our Agile teams