Marketing Strategy + Auditing & Roadmapping

Roadmapping Your Strategic Initiatives


Jason Clark
Jason Clark

on 7/27/2022

Brand Strategy Series

Many times we are approached to help an organization achieve its marketing goals, but to them, the challenge feels insurmountable. Strategies and tactics have gotten messy or confusing for them. Inevitably the conversation starts with these types of comments:

  • “We’re spending $$ on PPC, but our results have bottomed out.”
  • “Our competitors have recently upped their game, and now we seem like a weaker competitor.”
  • “Our offerings have changed or improved, but we don’t know how to communicate them in a way that resonates.”

A big part of the value we bring to our partnerships is structure. We know from our years of experience what dependencies are necessary to get great work done. Showing you how we get it is very important. Leadership teams are rarely comfortable with “trust the process”. Therefore we enjoy building sophisticated roadmaps to help you understand priorities, timetables, and dependencies. This helps everyone understand when you can expect your branding and marketing to function on a much higher level.

Our own broad-based roadmap to shape up branding and marketing is fairly simple and straightforward. It looks like this much of the time, unless we're inheriting existing marketing programs:

➡️ Brand Strategy ➡️ Brand Identity ➡️ Content & Collateral ➡️ Website ➡️ Marketing & Agency Services

This is rarely enough information for communicating to your leadership team, so during our work together, we’ll put together more sophisticated roadmaps. Here are some examples.

Example 1: Two-Year Alignment of Multiple Service Offerings

This client had finished a large strategic alignment of their various B2B service offerings, as well as adding a service line that is completely new, requiring a different strategy. This was a two-year roadmap, outlining quarterly priorities.

Example 2: Rebrand Internal & External Rollout

In this example, the client had completed a comprehensive rebrand and needed to understand what it was going to take to communicate to their internal and external stakeholders, eventually rolling into ongoing marketing and business development.

Example 3: Event Marketing

This nonprofit client had two very important fundraising events in the fall and winter and had just completed a new brand identity. It was critical to ensure the new identity was deployed with quality before starting an intense marketing campaign. Our audience needed to understand what they were seeing was their favorite events, just modernized.

Tips for Building a Good Roadmap:

  • Build it in a spreadsheet or other tool to allow for detail, but then build a simpler one for clarity and simplicity. Less is more.
  • Priorities and dependencies are critical to communication.
  • The plan will always change. Don’t get hung up on dates or timelines that are unreasonable. Communicate in phases or time periods instead of strict dates (unless there is an event that is immobile)
  • Someone may not be excited about how long a particular phase might take. Don’t change the roadmap for them, especially if a date is unreasonable. Under promise and over deliver and you will win a ton of trust.

Our team can help you reach your branding, marketing, and business goals. Contact us today to start the conversation.

Other Brand Strategy Series Posts:

Share to

Related Posts

Putting Your Customer Data to Work

By:Nick Wunderlin on 6/20/2023

What are Customer Lists? Just about all major, self-serve ad platforms allow marketers to upload customer lists. These customer lists allow marketers to re-engage with past customers, show ads to newsletter subscribers, or even find new customers similar to their existing ones.

Read More »
Boost Your Social Media Game: Agorapulse vs. Adobe Express

By:Nick Wunderlin on 5/7/2024

Two tools have truly stood out and won our hearts — Agorapulse and Adobe Express. These tools have consistently delivered exceptional results, making us confident recommending them to our clients and partners.

Read More »