Tips for getting started with agile marketing and project collaboration

Tips for getting started with agile marketing and project collaboration

Part 3: Letting your team drive and customize the process

In Parts 1 and 2 of our 3-part blog series, I discussed how Planview Marketing has benefitted by embracing Agile Marketing with Ryan Doherty, Planview Marketing Director.

By encouraging feedback and ownership, all members of the marketing team now has greater visibility into the total team workload. This means the team can more easily set and adjust priorities to meet changing demands – even with a growing workload.

In Part 3, we discuss real-world strategies for transitioning to agile marketing and explain how Projectplace has brought real value to the process.

What are some of your tips for a marketing team just getting started with Agile Marketing?

Ryan Doherty: “It’s important to start with your executive team and get that upper-level support for this type of change. This should the easy part because most executives want better communication, visibility, efficiency, and less stress. Once you have them on board, you should hold a kick-off meeting to present the different elements of Agile and teach the basics. It’s a great idea to bring in an outside expert in Agile if you have one. Backing up the executive team with an outside voice will lend importance and credibility to the project.”

“At that kickoff, I suggest starting with discussing process and what meetings needed to happen and why to hold them. Notice, I didn’t say tell them the process to follow. Let the team come up with how the agile process will work for them. Because the more the team members get involved, the better the results will be for adoption.  And you should always keep in mind that with agile being agile, nothing is permanent. Do what works for the team and be open to change. For example, we tried one approach to cards for only one Sprint, when it didn’t work out we stopped. You should also spend more time early in the process for the Retrospective. Take lots of notes, share them, review them, provide options, and customize Agile for your team – that’s the whole point.”

Why did the team choose project collaboration software?

“At any given time, the team has close to a hundred tasks – in multiple projects across multiple markets and geographies, and we work with both internal and external stakeholders. Projectplace gives us the platform to collaborate, communicate, and gain visibility so we can properly set our priorities. Members have also been able to leverage the mobile app via their phone or tablet to check on that status of a project. Members have told me that the mobile app provides them peace of mind knowing the project is moving forward, even when they’re not in the office.”

“By far, the Kanban boards are a favorite part of the project management tool. Members can see all the work the team is involved in for a project and instantly see status. If priorities shift, we can move cards, add comments, or shift dates. We hold a daily stand-up meeting where we review the board, assign cards if needed, and set the priorities for the day. The important part is that we’re all looking at the board as a team – true visibility, a game changer.”

Learn more about how you can implement Agile Marketing and Collaboration – read Parts 1 and 2 of our Q&A blog series. You can also download, Project Collaboration: Use Cases for Marketing to learn more collaborating for success.



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