Marketing Project Management is Broken

Deadlines drag, priorities shift, and the workload just keeps growing. Overwhelm and burnout are everywhere. We keep buying more tools to try and manage it all, but nothing really changes. It’s time to solve the problems at the heart of marketing project management.

Ready for Solutions?

Marketing Work is Overwhelming and Unpredictable

The majority of marketers feel that the amount of change at their company is overwhelming and unpredictable, according to Gartner’s 2023 Marketing Talent Survey. This forces them to cobble together workarounds that circumvent established processes. 

It’s no wonder marketing project management is struggling. Agility is the answer.


Marketing Project Management Essentials

40% of marketers have experienced a process change within the past 12 months. We’re being forced to be agile whether we like it or not. With better tools, we can manage this change instead of struggling against it.

Explore the essentials of project management for marketing in this deep dive article.

Marketers waste far too much time trying to wrap their heads around what’s going on, what needs to happen, and who’s working on what. They get trapped in silos, paralyzed waiting for information they need to do their jobs, and ultimately frustrated with the whole system’s inefficiency.

The costs of these problems are staggering. How much time has your marketing team wasted waiting for clarification or details about priorities? Now consider the long-term costs of all those people sitting around waiting instead of acting independently to drive critical projects forward. 

You simply can’t afford these delays in today’s fast-paced marketing environment.

Managing work visually with Agile task boards takes the guesswork out of everyone’s daily to-dos. In other words, Agile task boards create a single source of truth for the team. 

By organizing tasks, priorities, and all the details needed to execute in one place, they empower everyone to be more independent and effective. When a task is finished, the team immediately knows what the next priority is. When someone starts a task, all the details they need to complete it are right at hand. The effect is nothing short of transformative.

The next thing you know, you’re actually tackling your marketing backlogs instead of watching them continually grow!

Learn How to Manage Your Backlog

For marketing project managers, this also means a lot less micromanagement and a lot more strategic thinking and team empowerment. Instead of asking for status updates, answering questions about priorities, and stressing when time is wasted because something wasn’t clear, managers can think deeply about how to make their teams more effective.

Better yet, getting an entire team to work off a single visualization tool helps create a sense of teamwork and shared ownership. It’s easy to see who’s working on what, meaning less need for micromanagement or questions like “who’s working on that campaign again?” 

All of this transparency, visibility, and shared ownership helps build a truly effective team culture that’s  centered on accountability and collaboration. 

Learn About Visual Management Boards

You can have the most efficient marketing team in the world, but if you’re not prioritizing the right work, you’re just not going to be effective. It’s a bit like driving a very fast car in the wrong direction. You’re just not going to get where you need to go.

That’s why ruthless prioritization is at the heart of any effective project management in marketing. It’s about working smarter instead of harder, finding ways to 10x your impact, and ultimately just delivering more value by working on the right tasks. 

But how can you achieve this level of focus? Prioritization is the key. 

It starts with understanding who your stakeholders are and what kind of value they need. After all, if your business desperately needs to improve retention to survive, having marketing bringing in tons of new customers only creates more problems. Regularly gathering information from your stakeholders helps ensure you’re focusing on the right things.

Next, you need to identify what tasks will help deliver the value your stakeholders need. This usually involves bringing marketing together to come up with ideas and build an effective Marketing backlog.

Guide to Building a Backlog

Once you’ve got a backlog of tasks aimed at delivering that stakeholder value, you can prioritize. That can mean stack ranking, MoSCoW, priority poker, or other methods. The goal is to find a structured approach to deciding how much effort tasks will take, what value they will deliver, and how to prioritize them as a result. 

Learn How to Refine Your Marketing Backlog

Armed with a structured approach, you can begin quantifying your performance and improving your results over time. Instead of guessing whether you’re getting better or worse at delivering value to your stakeholders, you can know for certain and act on that information. 

The end result is a flexible, efficient, and effective way of ensuring your marketers do the right work at the right time.

Improve Your Prioritization

Massive complex tasks can intimidate even the most seasoned marketing project managers. The reasons are actually quite simple: these kinds of tasks are difficult, inefficient, and downright demoralizing. 

By the time you’re done, priorities have shifted and the work can easily feel wasted. It’s no wonder nearly everyone dreads them.

That’s why you want to break down bigger tasks into smaller ones. In practice, this often means spending a lot of time and resources creating budgets, timelines, and subtasks before you even begin work. The problem comes when you actually start executing and quickly learn that your guesses weren’t very accurate, forcing costly rework and readjustments.

The solution? Agile marketing processes! Specifically:

  • Transform huge projects into actionable tasks
  • Phrase task as actions
  • Include a clear definition of done for all tasks
  • Iterating as you go

Instead of doing all the planning at the start of a project, you can break down tasks only as much as needed when needed, giving you greater flexibility and adaptability when things inevitably change.

Of course, this whole process starts with empowering the people who are closest to the work itself. They know the realities of getting things done better than anyone else. Armed with autonomy and clear priorities, these teams can put bigger work items into their backlog and assume ownership. Then they can break those items down and pull them into their workflow as needed.

Finally, there’s the all important Agile work breakdown structure. By breaking your work into iterative cycles, you can give your marketers time to pause, reflect, and identify ways to improve. The result is marketing that actually tackles its own problems quickly, instead of letting them fester until they become catastrophic.

At the end of the day, marketing always runs on processes. The question is whether you’re owning that process or letting it own you.

Learn About Agile Work Breakdown Structure

There’s a reason complaining about meetings is a universal white-collar sport: so many are just bad. They run too long, fail to produce meaningful next steps, and cost a small fortune in everyone’s time. 

But abandoning meetings altogether usually isn’t feasible.

Happily, shorter, more focused, and more effective meetings can transform how your marketing function operates, and even boost the morale within your teams. The question is how you can transform how your meetings operate to achieve those goals. Fortunately, Agile marketing has answers.

Embrace Effective Meetings

The first step to better meetings is ensuring they begin with a detailed agenda and that everyone sticks to it. This helps people determine whether their presence is needed, keeps the meeting on track, and enables attendees to think about the tasks at hand before the meeting begins. 

One crucial part of this agenda is the desired output of the meeting. If you don’t know what you want to achieve, then there’s no point having a meeting.

When all of this prep work is done, it’s easier for people to arrive prepared and keep meeting participants on topic. Meetings are less likely to wander from topic to topic and end with participants asking “what was that even for?” That prep also makes it easier to invite only essential participants to your meeting, saving everyone else time and making it easier to stay focused.

Lastly, make sure someone is taking notes (luckily, AI can help with that now). Those notes can form the basis of a meeting summary that includes concrete next steps. So, instead of ideas or conclusions getting forgotten about, you can ensure every meeting moves things forward.

If you’re curious to see some examples of how Agile marketing teams use specific types of meetings to get real work done, you can find some examples below.

Learn About Useful Types of Agile Meetings

Marketing project managers, especially of hybrid or fully remote teams, know that bad communication is expensive. It creates delays, misunderstandings, and frustration that hurts team performance and morale. 

Then you have information silos, which prevent vital information from reaching the people who need it. They also hamper the ability of marketing to use existing tools and resources effectively.

Even for non-Agile teams, Agile communication strategies offer a solution. 

First, by prioritizing face-to-face conversations (yes, even for remote workers) you prioritize efficient and effective communication. Emails and messages feel convenient, but they miss crucial information or context far more often than live conversations.

Next, visualization tools quickly and accurately convey a high volume of information. Looking at something like a Kanban board instantly tells you where problems are occurring, what kind of work is happening, and who to approach to get it fixed. When you have to hunt through emails, instant messages, or a giant pile of notes on your desk, it’s far less efficient.

Similarly, Agile artifacts like user stories and definitions of done hold a high volume of information that can still be easily digested. With user stories marketers can see who the audience is, what problem they’re trying to solve, and what needs to happen to tackle that problem in just one sentence. The structure of these artifacts helps you avoid wasting time with overly long and complex documentation.

Try Agile User Story Mapping

Then there’s the problem of meetings. When they become the preferred way of communicating everything, you end up wasting staggering amounts of time and resources. Agile is all about having fewer and more effective meetings. By ensuring meetings are focused, only have the necessary participants, and follow a clear format, you can ensure they actually feel worthwhile.

Learn Why You Need Agile Communication

Lastly, trying to communicate the way Agile shifts your marketing project management priorities presents its own challenges. The Agile Project Management Triangle is a simple communication tool that helps convey how and why an Agile marketing team will shift how it functions. 

Check it out and try using it to work with your stakeholders.

Learn How to Apply Agile Communication

Agile Project Management in Marketing

One of the biggest mistakes marketing project managers make is focusing too much on their outputs and not enough on their processes. The reality is that in the hyper-competitive marketing landscape of today, you need excellent processes to survive. Better yet, getting those processes right can actually help you improve the quality of your outputs as well.

But what exactly differentiates Agile marketing processes? 

For one, they’re designed from the ground up with adaptability in mind. 

By breaking work up into smaller pieces, completing that work quickly, and gathering feedback, you have built-in opportunities to adapt and adjust as you go. So when a competitor’s campaign throws a spanner in the works, your processes are ready to evolve to meet that new challenge without missing a beat.

Next, Agile marketing processes foster high-quality communication. That means fewer, shorter, more impactful meetings. Your meetings have set agendas, only contain the people they need to, and finish with clear next steps. So you get less “this could have been an email” and more “I’m glad we talked this through, now I know exactly what to do next.”

Learn About Useful Agile Meetings

Agility also means getting rid of information silos that slow everyone down and hamper innovative work. Experimentation and iteration is fundamental to how Agile teams function. By sharing information more freely, plus brainstorming and testing ideas more frequently, you end up with marketing that stands out in the most competitive spaces.

That testing is important, because too often we marketers end up investing in strategies for weeks or months only to learn they just don’t work. By testing and iterating on the elements of those strategies early and often, we can learn those hard lessons much faster.

Agile marketing processes also help replace micromanagement with real accountability and ownership. 

By empowering individual contributors to act more independently, project managers are freed from the burden of micromanagement. Instead, they can invest their time and energy into empowering their teams, thinking strategically, and delivering real value.

But above all, Agile marketing processes get marketers to be more customer-centric. This is fundamental because if your marketing isn’t delivering value to its customers and stakeholders, then it’s going to be first in line when the next round of budget cuts comes along. 

Agile gets marketers to think deeply about their customers and their needs. The result is marketing that both feels more impactful for us marketers, and is more impactful for our stakeholders.

Unlock the Power of Agile Marketing Processes

To see what all of this looks like in practice, we can look at how we can dramatically increase the speed of our work through an Agile review process.

Doing things like using a visualization board, batching items for review, limiting Work In Progress (WIP), and above all testing these kinds of Agile marketing practices can translate into striking improvements. That board enables you to quantify how long reviews take, so it’s easier to see when there’s a problem and address it head on.

Try an Agile Review Process

Finally, you can’t forget the importance of marketing process management. Even the best, most effective processes you develop won’t stay that way forever. You need to establish a system for reviewing your processes to determine when changes are needed. Otherwise, you default to the standard of waiting until they get so broken you’re forced to find a solution.

Improve Your Marketing Process Management

One of the biggest mistakes marketing project managers make is focusing too much on their outputs and not enough on their processes. The reality is that in the hyper-competitive marketing landscape of today, you need excellent processes to survive. Better yet, getting those processes right can actually help you improve the quality of your outputs as well.

But what exactly differentiates Agile marketing processes? 

For one, they’re designed from the ground up with adaptability in mind. 

By breaking work up into smaller pieces, completing that work quickly, and gathering feedback, you have built-in opportunities to adapt and adjust as you go. So when a competitor’s campaign throws a spanner in the works, your processes are ready to evolve to meet that new challenge without missing a beat.

Next, Agile marketing processes foster high-quality communication. That means fewer, shorter, more impactful meetings. Your meetings have set agendas, only contain the people they need to, and finish with clear next steps. So you get less “this could have been an email” and more “I’m glad we talked this through, now I know exactly what to do next.”

Learn About Useful Agile Meetings

Agility also means getting rid of information silos that slow everyone down and hamper innovative work. Experimentation and iteration is fundamental to how Agile teams function. By sharing information more freely, plus brainstorming and testing ideas more frequently, you end up with marketing that stands out in the most competitive spaces.

That testing is important, because too often we marketers end up investing in strategies for weeks or months only to learn they just don’t work. By testing and iterating on the elements of those strategies early and often, we can learn those hard lessons much faster.

Agile marketing processes also help replace micromanagement with real accountability and ownership. 

By empowering individual contributors to act more independently, project managers are freed from the burden of micromanagement. Instead, they can invest their time and energy into empowering their teams, thinking strategically, and delivering real value.

But above all, Agile marketing processes get marketers to be more customer-centric. This is fundamental because if your marketing isn’t delivering value to its customers and stakeholders, then it’s going to be first in line when the next round of budget cuts comes along. 

Agile gets marketers to think deeply about their customers and their needs. The result is marketing that both feels more impactful for us marketers, and is more impactful for our stakeholders.

Unlock the Power of Agile Marketing Processes

To see what all of this looks like in practice, we can look at how we can dramatically increase the speed of our work through an Agile review process.

Doing things like using a visualization board, batching items for review, limiting Work In Progress (WIP), and above all testing these kinds of Agile marketing practices can translate into striking improvements. That board enables you to quantify how long reviews take, so it’s easier to see when there’s a problem and address it head on.

Try an Agile Review Process

Finally, you can’t forget the importance of marketing process management. Even the best, most effective processes you develop won’t stay that way forever. You need to establish a system for reviewing your processes to determine when changes are needed. Otherwise, you default to the standard of waiting until they get so broken you’re forced to find a solution.

Improve Your Marketing Process Management

Outcomes over Outputs

We love the analogy of a lightning fast race car driving in the wrong direction, because it captures how absurd and wasteful marketing can be with the wrong goals. You spend so much time under the hood getting your marketing engine to perform at its best, only to have it take you to the wrong place.

In marketing project management, this can manifest in the struggle to connect our daily work with the business’ bottom line.

That’s why it’s so easy to get sucked into the trap of measuring value with output metrics. It turns into a nonstop list of “Look how many emails we sent! Look at all these blog posts!” that usually fails to impress leaders.

That’s why the first step to better goal setting is appreciating the difference between marketing outputs – like blog posts and emails – and business outcomes – like revenue and retention. 
Outputs are important, but only if you can show their impact on those crucial outcomes. 

Focusing on outcomes isn’t always easy, but it’s a reliable way to invest in the right things, strive towards the right marketing goals, and easily show leaders what an impact marketing is having.

Strategic Agile Planning

Making this kind of marketing project management a reality begins with strategic Agile planning. First, the organization’s leadership team will meet for a Big Room Planning (BRP) session to hash out strategic marketing goals for the upcoming quarter. Armed with that information, marketing can craft its own objectives tied directly to those of the broader organization.

Crucially though, this isn’t a purely top-down process. 

Leaders should get input from marketers about the on-the-ground realities, factoring those into the goals they ultimately set. Marketing owners then take over to translate those strategic goals into Objectives and Key Results (OKRs) for their individual teams.

Put another way, senior leaders gather information and decide what marketing should aim to achieve. Then, it’s up to marketing to determine the optimal way to achieve those goals. Throughout the whole process, you want a clear line connecting the everyday activities of your marketing teams to OKRs and strategic marketing goals.

That connection helps ensure the work you’re doing is moving the needle for the organization, and that everyone in marketing knows the work they’re doing matters. It’s appallingly common for marketers to feel like hamsters on a wheel doing pointless busywork. 

Effective goal setting and clear connections like this translate into better team performance and morale.

So at the end of the day, effective Agile goal setting is about much more than what you’re trying to achieve. It’s about ensuring everything marketing does is delivering value and everyone, from individual marketers to senior leaders, knows it. 

Start Setting Better Marketing Goals

For marketing project managers, it’s a tale as old as time. You spend weeks or even months working hard on a big campaign only for it to completely flop. It’s wasteful, obviously, but this kind of marketing can also be extremely demoralizing. You have to wait so long to learn those tough lessons and end up just wishing you knew what you know now sooner. 

Fortunately, there’s a solution: the Minimum Viable Product (MVP).

If you’ve heard of MVPs you probably assumed they were just for products. After all, it’s right there in the name. But MVPs are actually a tremendously useful tool for marketers to save time, resources, and their sanity when testing ideas to achieve their marketing goals.

To understand how MVPs can do that you need to understand their characteristics. First, minimum means the thing you create has to be able to achieve its goal with the least possible amount of effort put into it. Viable and product likewise mean it has to actually function and do its job. 

So an MVP is something that performs a basic function with minimal effort.

In marketing, an MVP might look like a quick set of digital ads to test the messaging of an upcoming campaign. Or it might be a landing page asking for people’s contact information if they want a whitepaper before actually writing it.

In each of those cases, using an MVP enables you to massively reduce the risk and resources needed to learn key lessons. As a result, you don’t just save time and money, you’re actually able to be more daring and creative in your marketing. 

MVPs allow you to shorten those iterative cycles you can use to learn valuable lessons. When the cost of trying out an idea is lower, you can try more ideas!

Lastly, MVPs also help build the kind of Agile mindset and culture that really transforms marketing. When marketers start to think about how they can build MVPs, what ideas they can test, and what lessons they can learn, they’re well on their way to becoming best-in-class teams who delight their customers and add value to their organizations. 

Start Using Agile MVPs

Further Reading

 

Everyone from seasoned practitioners to Agile newbies tends to wonder whether certifications are worth it. In particular, getting an Agile marketing project management certification can be very appealing. 

But should you spend the time and money or just learn on your own?

The first thing to think about is the type of agility you want or need experience in. If you currently work on an Agile team, do you use Scrum, Kanban, or a hybrid framework? Scrum in particular has very specific certifications that may be useful if you’re set to serve in a role like Scrum Master. There are also more general Agile certifications designed to demonstrate mastery of key Agile principles.

In general, there’s a balance you want to strike when finding the right Agile training and certifications. On the one hand, you want a foundation in Agile principles. They form the core of any Agile marketing practices, and understanding them will help you get caught up in “Agile Theater” Teams in this trap go through the motions, but aren’t getting the benefits they want because they’re missing the real point of Agile ways of working.

On the other hand, you also want training to help you master the tactical and practical side of Agile. In other words, it’s best to start with the principles before learning how to apply them effectively. So when you’re comparing Agile project management certifications, look at how much knowledge and experience with Agile principles you’ll be expected to have and choose one that’s right for your level.

The good news is that there are plenty of certifications out there to match all kinds of needs. Whether you have little or no Agile experience, want some leadership training in Agile, or are already an Agile PM interested in a certification, you’ve got options.

Learn More About Agile PM Certifications

We hear a lot of marketing project managers talk about how they use Agile principles to manage their tasks. That’s great, but often they’re missing out on the full benefits of Agile because they’re not managing their teams the same way. 

So how can marketing leaders start unlocking the full Agile potential of their teams?

That begins with understanding servant leadership. Here, instead of focusing on “managing” people, leaders focus on empowering them. That requires giving and taking feedback, creating a trusting environment, providing encouragement, and leading by example instead of by command. This leadership style is the foundation of an effective Agile team.

Next, Agile leaders should help foster an Agile mindset in their team members. This is a major step for getting past simply using some Agile marketing practices to manage tasks towards really becoming a fully Agile team.

For example, that Agile mindset gets people to take accountability, respect their colleagues, and focus on learning through experimentation. All of this helps create marketers that both function well as a team, and are able to operate effectively as individuals. For managers, building this culture begins with setting clear expectations, being an active communicator, and supporting them with necessary resources.

Managers still need to think about tasks, but through the lens of a rigorous focus on process. 

That means building and maintaining feedback loops, consistently measuring performance, and testing ideas to improve that performance, all while communicating what’s happening and why. Process improvement can’t just be a thing that happens once in a quarterly review; it has to be integral to how your team functions.

Of course once you get a team functioning the way you want, there’s always the danger that personnel changes will throw you off. That’s why it’s so important to build a strong culture that can integrate new team members. But it’s also why you should create an internal knowledge base to facilitate the storing and sharing of knowledge and practices.

Get these elements right and you’ll have a world-beating Agile team you can be proud of.

Learn How to Manage Your Team in an Agile Way

With the height of the Covid-19 pandemic fading into the past, it’s becoming clear that hybrid and remote work is here to stay. As a result, more and more marketing project managers today have to adapt their practices to match this new reality. Unfortunately, it doesn’t always go well.

So how can you harness the power of Agile management techniques to empower your remote teams? 

It begins with clear working agreements. Remote and hybrid work brings a mountain of uncertainty around what’s okay, what’s expected, and how a role will function. Putting together a working agreement that lays everything out in clear language goes a long way to making team members feel comfortable.

Next, you absolutely need the right digital tools. Notice we said “right,” because having just any video conferencing platform or chat tool isn’t enough. 

Features like automatic meeting transcription, efficient search capabilities, and especially visual task management all make an outsized difference. So be careful and deliberate about selecting the tools your team can use to really excel.

Standup meetings also help keep teams in sync in hybrid and remote environments. This kind of work can be isolating; it’s easy to feel lost about what’s happening, or even what your colleagues actually do all day. 

A quick daily standup is a great way to build a stronger team culture, address blockages, and keep work moving. If people are in different timezones, you can consider having one AM and one PM standup for different team members.

Learn More About Standups

Those standups – along with all meetings – should be video calls. Face-to-face communication is the most effective kind, and when that’s not possible, video calls are the next best thing. So encourage everyone to be on camera as much as possible.

Lastly, you really can’t forget to have fun sometimes. 

Offices are great places for people to occasionally share a story over coffee, go grab lunch somewhere, and generally connect in a natural way. You can encourage similar connections in remote Agile teams by playing online games for team-building, scheduling casual calls to socialize, and encouraging people to introduce themselves in a fun way when joining the team.

Together, these Agile marketing practices can help create a productive, strong, and even joyful remote Agile team capable of really moving the needle in your organization.

Get 10 Tips for Managing Remote Agile Marketing Teams

Modern Marketing Demands Modern Project Management

Find out how to make project management your marketing team’s super power, instead of a haphazard collection of workarounds. From training to tooling to coaching, our Sherpas are here to help you perfect your processes.


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