Marketing Operations Assessment Template - 7 P Model
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The 7-P Marketing Operations Assessment Guide
Marketing Operations is the backbone of any successful marketing team, but how do you know if yours is truly optimized? The 7-P Model—Planning, PMO, People, Platforms, Performance, Partnerships, and Prioritization—offers a structured framework to assess your team's strengths and uncover areas for improvement.
This guide will help you score your organization’s maturity in each area, identify gaps, and take actionable steps to elevate your marketing ops function.
How It Works
For each "P," answer the assessment questions and score yourself:
1: Needs significant improvement.
2: Functional but room for growth.
3: Best-in-class performance.
Add up your total score to see where your organization stands.
Use the recommendations to address weak points and level up your marketing ops function.
1. Planning
"Aligning GTM efforts with revenue goals, business strategy, and long-term success."
Questions to Ask:
Do we have a clear GTM strategy that aligns with overall revenue goals?
Are marketing ops involved early in strategic planning discussions?
Is there a documented roadmap for marketing operations priorities?
Score:
1: Strategy is unclear, and marketing ops is reactive.
2: Some alignment, but gaps in roadmap and proactive planning.
3: Fully aligned strategy with a documented, actionable roadmap.
Recommendation:
1-2: Collaborate with leadership to align on goals and create a quarterly planning process that integrates ops.
3: Focus on refining long-term forecasting and scenario planning.
2. PMO (Project Management Office)
"Designing workflows, processes, and standard practices to drive operational efficiency."
Questions to Ask:
Are workflows well-documented and standardized across teams?
Do we have defined SLAs for campaign execution and other requests?
Are we consistently identifying and fixing process bottlenecks?
Score:
1: Processes are ad hoc and inconsistent.
2: Some documentation, but inefficiencies persist.
3: Fully optimized, scalable processes with SLAs in place.
Recommendation:
1-2: Use a project management tool to map out workflows and create playbooks for recurring tasks.
3: Focus on continuous improvement by automating repetitive processes.
3. People
"Structuring the team, developing talent, and leading effective change management."
Questions to Ask:
Does the team have the right skills to support marketing and business objectives?
Are roles and responsibilities clearly defined?
Is there a focus on training, upskilling, and employee retention?
Score:
1: Lack of defined roles and key skills.
2: Basic structure in place but gaps in skills or development.
3: Well-structured team with a focus on talent development.
Recommendation:
1-2: Conduct a skills audit and hire or train for gaps. Introduce mentoring or certification programs.
3: Build succession plans and foster leadership development within the team.
4. Platforms
"Building and managing the tech stack to enable marketing execution and GTM success."
Questions to Ask:
Is our martech stack documented and aligned with business goals?
Are our tools fully integrated, or do we operate in silos?
Do we regularly evaluate and update our tech stack?
Score:
1: Disconnected tools with no documentation.
2: Some integration, but inefficiencies remain.
3: Fully integrated and optimized stack with regular audits.
Recommendation:
1-2: Audit your tech stack and prioritize integration. Consider removing redundant tools.
3: Explore emerging technologies like AI to enhance capabilities.
5. Performance
"Defining, tracking, and optimizing key metrics, KPIs, and reporting for measurable impact."
Questions to Ask:
Do we track and report on metrics that directly tie to business impact (e.g., pipeline, revenue)?
Are reports actionable and tailored to stakeholder needs?
Do we have a process for analyzing and optimizing performance over time?
Score:
1: Minimal tracking or irrelevant metrics.
2: Basic reporting but lacks depth or actionability.
3: Robust, actionable reporting tied to business outcomes.
Recommendation:
1-2: Establish a KPI framework and create dashboards for key stakeholders.
3: Invest in advanced analytics like predictive modeling.
6. Partnerships
"Driving collaboration across product, sales, finance, and other teams to achieve shared goals."
Questions to Ask:
Are we aligned with sales, product, and finance teams on shared priorities?
Do we regularly communicate and collaborate with key stakeholders?
Are dependencies and responsibilities clearly defined?
Score:
1: Poor communication and lack of alignment.
2: Some collaboration, but silos persist.
3: Strong cross-functional alignment and partnerships.
Recommendation:
1-2: Schedule regular syncs with key teams and define shared KPIs.
3: Deepen collaboration through co-owned projects or cross-functional task forces.
7. Prioritization
"Optimizing resource allocation and focusing on high-impact initiatives for better results."
Questions to Ask:
Do we have a prioritization framework for requests and initiatives?
Are we focused on high-impact projects, or spread too thin?
Can we say “no” to low-priority tasks?
Score:
1: Reactive approach with no prioritization framework.
2: Some prioritization, but resources are stretched.
3: Clear framework focused on high-impact work.
Recommendation:
1-2: Introduce a scoring system (e.g., impact vs. effort) for prioritizing tasks.
3: Regularly revisit priorities to ensure alignment with business goals.
Scoring & Insights
Add up your total score:
18-21 Points: World-Class Marketing Ops – You’re leading the way. Focus on innovation and scaling success.
12-17 Points: Strong Foundation – Solid fundamentals, but focus on closing gaps in key areas.
0-11 Points: Emerging Function – Prioritize foundational improvements like processes, tech stack, and team structure.
Final Thoughts:
The 7 Ps model isn’t just a checklist—it’s a roadmap for building a marketing operations function that drives efficiency, scales with growth, and delivers measurable business impact. Use this assessment to identify areas of opportunity and take action.
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