Process

Objective

phase 01

let clarity define the brand, the business and the proposition for the marketplace

Activities

  1. Client/Agency Intake
  2. Requirements Gathering
  3. Creative Brief
  4. Studio Brief
  5. Digital Brief
  6. Media Brief

WMJ

  1. create project requests
  2. create and update brief

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Objective

phase 02

put clarity in action and develop informed executional plans for projects intended to meet defined goals, objectives, and measurable KPIs

Activities

  1. Planning Meeting & Mapping (creative, content, media, digital, research, KPI's, reporting)
  2. Planning Gut Check
  3. Client Review/Approval (Creative, Media Digital)
  4. Media Flowchart
  5. IO's (Print/Broad)

WMJ

  1. create projects
  2. project status

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Objective

phase 03

activate support teams to further scope resources, costs, and level of effort against the project plan, budgets and timing

Activities

  1. Plan Share & Scope Review Meeting
  2. Schedule Review
  3. Estimate and PO
  4. Production Planning
  5. Resource Planning
  6. Tracking & Reporting Planning
  7. Spec Sheets Final
  8. Close List Items
  9. Close List Creative Rotation
  10. Systems Review
  11. Vendor Prepayment
  12. Client Review/Approval

WMJ

  1. create and approve estimate
  2. create and update schedule
  3. upload spec sheets
  4. review resources
  5. issue pre payment

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Objective

phase 04

officially kickoff project start with resourced creative, copy, media and digital teams against an approved scope, schedule and budget

Activities

  1. Concept/Layout
  2. Copywriting
  3. Mechanical Production
  4. Print, Video, Audio, Photo Production
  5. Proofreading
  6. Digital Design & Dev., Wireframing ,Digital Design Comps, UX/UI
  7. Tracking implementation
  8. UTM Links

WMJ

  1. project status production
  2. send conversations
  3. route deliverables
  4. update schedule
  5. issue PO's

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Objective

phase 05

final edit, proofs and testing to ensure specifications and scope are met and ready for client review and approval

Activities

  1. Big Picture Cross Functional Team Gut Check
  2. Creative Proof Review
  3. TV Traffic Instructions
  4. UTM Check
  5. Dub Request
  6. Dev QA & UAT
  7. Performance
  8. Tracking & Testing
  9. Reporting QA & UAT

WMJ

  1. send conversations
  2. route deliverables
  3. route vendor proofs
  4. update schedule

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Objective

phase 06

retrospective review of project execution, delivery and performance against project goals, objectives, and measurable KPIs

Activities

  1. Proof of Launch Doc (contact sheet)
  2. Proof of ROP
  3. Spot Send Confirmations
  4. Client Invoicing
  5. Post Launch Confirmation, Monitoring, Bug Fixes, Optimization
  6. Reporting
  7. Dashboard Set Up
  8. Campaign Wrap up and Client Presentation

WMJ

  1. invoice client
  2. pay vendors
  3. project status complete

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Note: phases 4, 5 & 6 require scheduled team check ins, in addition to the weekly client status meeting

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Last modified: Thursday, November 21, 2019 at 4:41 pm