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How marketers embrace agile ways of working

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How marketers embrace agile ways of working

The following is a selection from the e-book “MarTech’s agile marketing for leaders.” Please click the button below to download the full e-book.

It’s important to say “no” to work that’s not valuable. Through planning, the team should have a good sense of what the business priorities are and what they’re trying to achieve. Therefore, when pet projects come in that aren’t aligned with those goals, the team needs to be empowered to push back. The same goes for planned deliverables that don’t perform well with customers or prospects. The team becomes expert at understanding what is working and what isn’t, so listening to them is an important aspect of creating an agile culture.

If you’re used to asking for work from the team, think about how you’ll feel if they push back? Can you accept those responses? What kind of data or information would you like to see to feel comfortable that they are justified in saying no?

Read next: A new way of marketing planning: At the last responsible moment

This will take a lot of trust on your part, so if trust isn’t there today, think about what steps you need them to take to gain your trust. Then communicate this trust directly to them.

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At the end of the day, an agile team is responsible for delivering value to customers, not to internal stakeholders. They must be able to field any requests, but in the end be empowered to do the right thing for the external marketplace.

Consultants, not order takers

Traditionally, marketers have been focused on output. Work requests come in and then they are delivered upon. Most of the time there is a big separation between those asking for the work and those delivering the work.

In agile marketing, this needs to be a collaborative way of working. To begin with, business leaders need to lead with their desired outcome, not what piece of collateral they need.

The team should have the creative liberty of figuring out what work is needed to achieve that outcome and experimenting with different mediums should be part of the process, not just fulfilling predictable and static orders.

Your marketers are really smart, creative people and will be much happier in their role if they don’t just design content or write copy, but are truly part of the consultative process. Figuring out what’s needed is really valuable, so make sure to give that ownership to the agile team.


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Being transparent

When you start agile marketing, you’ll really notice how transparent the process can be. Everyone on the team knows what others are working on, and anyone else should be able easily to look at whatever marketing work management platform you are using and see in real-time what’s happening. The backlogs and roadmaps are collaborative too, so work is much more out there in the open.

However, with this newfound transparency, you may also find that some existing problems are finally bubbling up to the surface. It may be easy to blame agile for causing these problems, but agile merely exposes them.

Read next: 7 leadership behaviors for marketing agility

A company that I worked with that was just starting agile marketing was shocked to learn that they had already committed to five years worth of work to their business stakeholders! It wasn’t agile marketing that did that — it was already there all along, but when they put their work into a single marketing backlog and estimated the effort, this suddenly became an obvious problem. That left them with a choice to make — hire more people or decide what work they weren’t going to do.

Focused efforts

One of the beautiful things about an agile marketing team is that people can make a more focused effort. The team should have a focus for their work, such as a single product, a part of the customer journey or a business value stream.

While getting the team to have a focus is fairly easy, limiting staffers to working with only one (maybe two at the most) project teams can be a bigger challenge. The reason this becomes a challenge is people are traditionally hired for a very narrow skill set, and if the designer is the only one that can design, you end up either needing one for every team member or, if you don’t have enough, splitting that person across many teams.

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You can resolve that problem by making team members work more as generalists than specialists (they won’t be experts at everything, but will be allowed to go beyond their HR title) — or by beefing up your staff. But neither of those ideas are great for agile marketing. The truth is, the more focused people can be on a team, the better results of agile marketing you’ll see.

Beyond dedicated team members, you need to think about how many campaigns or projects the team is working on at the same time, because there is a really big cost to context switching.

When I go to write an ebook like this, I need at least an hour of uninterrupted time. If I could have the whole day, that would be even better — my thoughts freely flow onto paper and I get into the writing groove. However, that really never happens, so every time I stop and start again I have to reread what I already wrote and remember what I was going to say next. That inherently makes for a much slower process than if I can fully focus for extended periods.

As you can see by the chart below, someone working on five projects at a time (which let’s face it, is really a low number in the marketing world), loses 75% of their time by jumping around from task to task. My husband was recently working on more than 10 different client projects and his head nearly exploded!

How marketers embrace agile ways of working
Effects of context switching on project time and productivity.

Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.


About The Author

Why leading an agile marketing organization requires a vision for

Stacey knows what it’s like to be a marketer, after all, she’s one of the few agile coaches and trainers that got her start there. After graduating from journalism school, she worked as a content writer, strategist, director and adjunct marketing professor. She became passionate about agile as a better way to work in 2012 when she experimented with it for an ad agency client. Since then she has been a scrum master, agile coach and has helped with numerous agile transformations with teams across the globe. Stacey speaks at several agile conferences, has more certs to her name than she can remember and loves to practice agile at home with her family. As a lifelong Minnesotan, she recently relocated to North Carolina where she’s busy learning how to cook grits and say “y’all.”


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How To Develop a Great Creative Brief and Get On-Target Content

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How To Develop a Great Creative Brief and Get On-Target Content

Every editor knows what it feels like to sit exasperated in front of the computer, screaming internally, “It would have been easier if I’d done it myself.”

If your role involves commissioning and approving content, you know that sinking feeling: Ten seconds into reviewing a piece, it’s obvious the creator hasn’t understood (or never bothered to listen to) a damn thing you told them. As you go deeper, your fingertips switch gears from polite tapping to a digital Riverdance as your annoyance spews onto the keyboard. We’ve all been there. It’s why we drink. Or do yoga. Or practice voodoo.

In truth, even your best writer, designer, or audiovisual content creator can turn in a bad job. Maybe they had an off day. Perhaps they rushed to meet a deadline. Or maybe they just didn’t understand the brief.

The first two excuses go to the content creator’s professionalism. You’re allowed to get grumpy about that. But if your content creator didn’t understand the brief, then you, as the editor, are at least partly to blame. 

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Taking the time to create a thorough but concise brief is the single greatest investment you can make in your work efficiency and sanity. The contrast in emotions when a perfectly constructed piece of content lands in your inbox could not be starker. It’s like the sun has burst through the clouds, someone has released a dozen white doves, and that orchestra that follows you around has started playing the lovely bit from Madame Butterfly — all at once.

Here’s what a good brief does:

  • It clearly and concisely sets out your expectations (so be specific).
  • It focuses the content creator’s mind on the areas of most importance.
  • It encourages the content creator to do a thorough job rather than an “it’ll-do” job.
  • It results in more accurate and more effective content (content that hits the mark).
  • It saves hours of unnecessary labor and stress in the editing process.
  • It can make all the difference between profit and loss.

Arming content creators with a thorough brief gives them the best possible chance of at least creating something fit for purpose — even if it’s not quite how you would have done it. Give them too little information, and there’s almost no hope they’ll deliver what you need.

On the flip side, overloading your content creators with more information than they need can be counterproductive. I know a writer who was given a 65-page sales deck to read as background for a 500-word blog post. Do that, and you risk several things happening:

  • It’s not worth the content creator’s time reading it, so they don’t.
  • Even if they do read it, you risk them missing out on the key points.
  • They’ll charge you a fortune because they’re losing money doing that amount of preparation.
  • They’re never going to work with you again.

There’s a balance to strike.

There’s a balance to be struck.

Knowing how to give useful and concise briefs is something I’ve learned the hard way over 20 years as a journalist and editor. What follows is some of what I’ve found works well. Some of this might read like I’m teaching grandma to suck eggs, but I’m surprised how many of these points often get forgotten.

Who is the client?

Provide your content creator with a half- or one-page summary of the business:

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  • Who it is
  • What it does
  • Whom it services
  • What its story is
  • Details about any relevant products and services

Include the elevator pitch and other key messaging so your content creator understands how the company positions itself and what kind of language to weave into the piece.

Who is the audience?

Include a paragraph or two about the intended audience. If a company has more than one audience (for example, a recruitment company might have job candidates and recruiters), then be specific. Even a sentence will do, but don’t leave your content creator guessing. They need to know who the content is for.

What needs to be known?

This is the bit where you tell your content creator what you want them to create. Be sure to include three things:

  • The purpose of the piece
  • The angle to lead with
  • The message the audience should leave with

I find it helps to provide links to relevant background information if you have it available, particularly if the information inspired or contributed to the content idea, rather than rely on content creators to find their own. It can be frustrating when their research doesn’t match or is inferior to your own.

How does the brand communicate?

Include any information the content creators need to ensure that they’re communicating in an authentic voice of the brand.

  • Tone of voice: The easiest way to provide guidance on tone of voice is to provide one or two examples that demonstrate it well. It’s much easier for your content creators to mimic a specific example they’ve seen, read, or heard than it is to interpret vague terms like “formal,” “casual,” or “informative but friendly.”
  • Style guide: Giving your content creator a style guide can save you a lot of tinkering. This is essential for visuals but also important for written content if you don’t want to spend a lot of time changing “%” to “percent” or uncapitalizing job titles. Summarize the key points or most common errors.
  • Examples: Examples aren’t just good for tone of voice; they’re also handy for layout and design to demonstrate how you expect a piece of content to be submitted. This is especially handy if your template includes social media posts, meta descriptions, and so on.

All the elements in a documented brief

Here are nine basic things every single brief requires:

  • Title: What are we calling this thing? (A working title is fine so that everyone knows how to refer to this project.)
  • Client: Who is it for, and what do they do?
  • Deadline: When is the final content due?
  • The brief itself: What is the angle, the message, and the editorial purpose of the content? Include here who the audience is.
  • Specifications: What is the word count, format, aspect ratio, or run time?
  • Submission: How and where should the content be filed? To whom?
  • Contact information: Who is the commissioning editor, the client (if appropriate), and the talent?
  • Resources: What blogging template, style guide, key messaging, access to image libraries, and other elements are required to create and deliver the content?
  • Fee: What is the agreed price/rate? Not everyone includes this in the brief, but it should be included if appropriate.

Depending on your business or the kind of content involved, you might have other important information to include here, too. Put it all in a template and make it the front page of your brief.

Prepare your briefs early

It’s entirely possible you’re reading this, screaming internally, “By the time I’ve done all that, I could have written the damn thing myself.”

But much of this information doesn’t change. Well in advance, you can document the background about a company, its audience, and how it speaks doesn’t change. You can pull all those resources into a one- or two-page document, add some high-quality previous examples, throw in the templates they’ll need, and bam! You’ve created a short, useful briefing package you can provide to any new content creator whenever it is needed. You can do this well ahead of time.

I expect these tips will save you a lot of internal screaming in the future. Not to mention drink, yoga, and voodoo.

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This is an update of a January 2019 CCO article.

Get more advice from Chief Content Officer, a monthly publication for content leaders. Subscribe today to get it in your inbox.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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Quiet Quitting vs. Setting Healthy Boundaries: Where’s The Line?

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Quiet Quitting vs. Setting Healthy Boundaries: Where's The Line?

In the summer of 2022, we first started hearing buzz around a new term: “Quiet quitting“.

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Microsoft unveils a new small language model

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Microsoft unveils a new small language model

Phi-3-Mini is the first in a family of small language models Microsoft plans to release over the coming weeks. Phi-3-Small and Phi-3-Medium are in the works. In contrast to large language models like OpenAI’s ChatGPT and Google’s Gemini, small language models are trained on much smaller datasets and are said to be much more affordable for users.

We are excited to introduce Phi-3, a family of open AI models developed by Microsoft. Phi-3 models are the most capable and cost-effective small language models (SLMs) available, outperforming models of the same size and next size up across a variety of language, reasoning, coding and math benchmarks.

Misha Bilenko Corporate Vice President, Microsoft GenAI

What are they for? For one thing, the reduced size of this language model may make it suitable to run locally, for example as an app on a smartphone. Something the size of ChatGPT lives in the cloud and requires an internet connection for access.

While ChatGPT is said to have over a trillion parameters, Phi-3-Mini has only 3.8 billion. Sanjeev Bora, who works with genAI in the healthcare space, writes: “The number of parameters in a model usually dictates its size and complexity. Larger models with more parameters are generally more capable but come at the cost of increased computational requirements. The choice of size often depends on the specific problem being addressed.”

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Phi-3-Mini was trained on a relatively small dataset of 3.3 trillion tokens — instances of human language expressed numerically. But that’s still a lot of tokens.

Why we care. While it is generally reported, and confirmed by Microsoft, that these SLMs will be much more affordable than the big LLMs, it’s hard to find exact details on the pricing. Nevertheless, taking the promise at face-value, one can imagine a democratization of genAI, making it available to very small businesses and sole proprietors.

We need to see what these models can do in practice, but it’s plausible that use cases like writing a marketing newsletter, coming up with email subject lines or drafting social media posts just don’t require the gigantic power of a LLM.



Dig deeper: How a non-profit farmers market is leveraging AI

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