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Tactical Marketing Assessment

How effective are your tactical marketing practices?

Take this quick assessment to identify how your tactical marketing approach compares to best practices. Targeted Marketing Solutions (TMS) has implemented these proven best practices for our healthcare clients, resulting in improved performance and return on investment.

Score yourself from 1 to 4 for each of the statements below. After completing the survey simply press the Results button to find your total score and the implications for your Marketing group.

Rank each on a scale of 1 to 4
 1=Strongly Disagree, 2=Disagree, 3=Agree, 4= Strongly Agree

Rigorous Planning Discipline

  1. 1. We have, and apply, a knowledgebase providing rigorous analysis of all previous programs.

    2. 1 2 3 4

  2. 2. We have clearly defined quantitative objectives.

    3. 1 2 3 4

  3. 3. Our marketing strategies and tactics are clearly defined and aligned.

    4. 1 2 3 4

  4. 4. We are truly committed to innovation, dedicating the resources and time to create and implement breakthrough ideas.

    5. 1 2 3 4

  5. 5. Our tactical plan provides the detailed description, timing, quantities and vetted cost component assumptions for each tactic.

    6. 1 2 3 4

  6. 6. We have a solid business case for each program, campaign and total plan, supported by our knowledgebase and vetted assumptions.

    7. 1 2 3 4

    Success Criteria and Tracking

  7. 7. We have identified goals for KPIs, ROI and other success metrics for each program, campaign and total plan.

    8. 1 2 3 4

  8. 8. We have alignment with key stakeholders on the predetermined methodologies, assumptions and reports to provide results.

    9. 1 2 3 4

  9. 9. Our tactical plan compares metrics vs. goals for each program, and total plan, providing transparency and credibility.

    10. 1 2 3 4

    Process Optimization

  10. 10. We have applied a comprehensive process optimization review to improve our team’s performance.

    11. 1 2 3 4

  11. 11. We have a streamlined communication process that provides all the information needed by each team member to effectively and efficiently manage their responsibilities.

    12. 1 2 3 4

  12. 12. Our extended marketing team is highly disciplined, and consistently meets or exceeds expectations and timetables.

    13. 1 2 3 4

    Financial Discipline

  13. 13. We have seamlessly integrated Finance’s and Marketing’s processes and reports to minimize the time required to meet both group’s needs.

    14. 1 2 3 4

  14. 14. We consistently have strong confidence in our actual vs. budgeted spend and our monthly forecasts.

    15. 1 2 3 4

  15. 15. Each of our marketing investment decisions are informed by a rigorous pro forma cost/benefit analysis, and each post-event analysis applies the same rigor based on actual fully loaded costs.

    16. 1 2 3 4

  16. 16. Our tactical plan document is trusted for its accuracy throughout the year, and is updated at least monthly with all tactical changes, including reconciliations with actual costs reported by Finance.

    17. 1 2 3 4

    Comprehensive Reporting

  17. 17. We can deliver a comprehensive, updated tactical plan to Leadership within a few minutes that provides both a macro and detailed view of the full year investment vs. budget.

    18. 1 2 3 4

  18. 18. All team members regularly use the tactical plan as the single, authoritative reference source and notify the team when any details need to be revised.

    19. 1 2 3 4

  19. 19. Our tactical plan accurately identifies all the codes, descriptions, timing, quantities, full year costs and success metrics for every planned tactic.

    20. 1 2 3 4

  20. 20. Our tactical plan empowers improved planning, execution, analysis, material purchasing and inventory control decisions.

    21. 1 2 3 4

    Addressing Stakeholders’ Contrary Objectives

  21. 21. We have a trusted team member whose entire focus is serving the best interests of the brand, and who has the expertise and time needed.

    22. 1 2 3 4

  22. 22. Our team has an experienced marketer who thoroughly reviews all recommendations and analyses to ensure a brand-centric compass is applied to all decisions.

    23. 1 2 3 4

    Team Resources

  23. 23. Our team is adequately resourced in terms of available time and expertise to deliver the optimum ROI.

    24. 1 2 3 4

  24. 24. The marketing manager is confident all tactical, analytical and financial details are managed professionally, and yet has sufficient time to devote to strategic and innovative opportunities.

    25. 1 2 3 4

  25. 25. Our extended marketing team consistently exceeds expectations.

    26. 1 2 3 4