Marketing Management: 6 Things You Need to Know (5 Templates)

6 Things You Need To Know About Marketing Management (+ 5 Templates)


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Six things you need to know about marketing management with templates header.

You’ve landed your dream job as a marketing manager.

Your 22-year-old self would be so proud.

Not only did you find a job in your field, but you also managed to work your way up the ladder.

On the other hand, maybe it’s not exactly what you thought it would be — gone are the days of being a “doer”.

You’re now responsible for a team, and your days feel more like this… ↓

Spongebob and fire gif.

Than this… ↓

Spongebob "I love my job" gif.

Your marketing degree didn’t teach you much about how to deal with the “actual” challenges of marketing management.

Sure, you learned traditional marketing theories and critical thinking skills, but what about proving ROI on your activities, how to find time to get your own work done, or how to manage all the requests that come in?

If you’re feeling a little disgruntled and overwhelmed, this post is for you.

This post covers:

  • Common IRL marketing management lessons they don’t teach you in school.
  • Tips to overcome those challenges.
  • A few tools and templates to help you make your way.

Solve Your Marketing Project Management Woes

Take a moment to download our marketing project management eBook and five additional work and project management templates to help guide you and your team toward success.

Not only will this download make your life as a marketing manager easier, but the guide/templates will help you to untangle any knots management life has created.

Lesson 1: Marketing Manager? More Like De Facto Project Manager

You’ve probably heard the 80/20 rule, right?

It’d be easy to make the mistake that 80% of a marketing manager’s role is focused on marketing and 20% on management.

However, most marketing managers find the opposite is true.

Expectations vs. reality of marketing managers.

Your team is focused on marketing, but you’re the one fitting all the puzzle pieces together, managing timelines, and shuffling workloads. Not to mention, most of your campaigns require the skills of a certified project manager.

If your marketing degree is anything like mine, there wasn’t a single aspect that focused on project management.

You’ve probably had to cobble something together that looks vaguely like project management while trying to keep your cool — even when it feels like you’re missing things, and balls are getting dropped.

You’re a proverbial duck. Calm on the surface, but paddling like hell underneath to stay afloat.

That ends today.

Here are two different project management models you can start implementing right now.

The Agile Methodology

Agile Project Management was initially formulated for software development projects, but more and more marketing teams are finding it useful for managing their own projects.

The key to managing an Agile project is that large marketing campaigns are broken into smaller, more manageable sections. These sections are called "iterations" or "sprints".

Sprints are generally short, running over a few days or weeks. For instance, if you have a marketing campaign that will run the entire duration of Q1, this campaign will be broken down into small iterations.

Visual of agile marketing.

Here’s an Example of How to Run a Marketing Project Adhering to Agile Principles:

Your lawn care company is running an early bird promo through the winter to increase business during a slow time. You’ll run the campaign through Q1.

The campaign will consist of email marketing, direct mail, tv commercials, radio spots, and social media advertising.

Step 1: Set the Vision

To start, the project or marketing manager manager will create a project brief to outline the details of the campaign.

Step 2: Sprint Planning

The team will come together to start spring planning. For our example project, the team would consist of an email marketer, graphic designer, social media advertiser, and perhaps an agency that would be responsible for the TV and radio spots.

During this step, team members will be asked about how long each element will take to complete — working backward from the campaign completion date. These timings and individual elements will make up the sprint backlog.

Step 3: Daily Scrums

Production of the campaign begins, and the manager hosts daily standup meetings to track progress and roadblocks.

CoSchedule’s team management dashboard is made to facilitate daily scrums. You’ll see complete visibility into your team’s daily activities — every task, associated with every campaign and what all your team members have on deck for the day.

Shifting priorities?

No problem.

You can easily use the dashboard to reshuffle workloads. Simply drag and drop the task to reassign it. The individual will see the new task pop-up on their daily to-do list.

Now, your whole team can turn to CoSchedule first thing in the morning to see what needs to be accomplished for the day.

Check it out in action:

Step 4: Retro

Once the project is completed, a retroactive meeting is held where the team discusses what went well and what could be improved. This feedback is then used to improve future projects.

What are the Benefits of Choosing Agile?

Now that you know what Agile looks like, here are a few benefits to determine if this project management style is right for your team.

  1. Parts of the campaign can be developed at the same time. For instance, the TV commercial, radio ad, and email marketing can all be developed concurrently to save you.
  2. It’s flexible and allows for changes based on roadblocks.
  3. It’s collaborative — daily standups keep all team members in the loop.
  4. Reduced risk — Agile techniques virtually eliminate the chance of absolute project failure, since issues are addressed in real time.

The Waterfall Methodology

The Waterfall project management methodology is a sequential, linear process of project management rather than the iterative loop approach in Agile.

No phase begins until the prior phase is complete, and the completion of each phase is final — meaning the Waterfall approach does not allow you to return to a previous phase.

Think of it like a real waterfall — the water can’t flow upward.

The only way to revisit a phase is to start over at phase one.

Visual of the waterfall methodology.

Here’s an Example of How to Run a Marketing Project Adhering to Waterfall Principles:

Let’s go back to our lawn care marketing example.

The campaign will still consist of email marketing, direct mail, tv commercials, radio spots, and social media advertising, but before anything can begin, graphics must be designed.

The copy must then be written for the direct mail flyers, which will serve as the creative direction for all the other items.

Only after that can the emails be strategized; each item must be completed in a specific order.

Should there be changes to the creative direction, you have to return to the graphics phase and start again.

What Are the Benefits of Choosing Waterfall?

Why would you want to choose the Waterfall technique? Here’s a short list of some benefits:

  1. It is simple and straightforward.
  2. Everything has a start and end, so budgets are easy to follow.
  3. Team members are less involved and can work on other things until their phase begins.

Waterfall vs Agile Methodologies

If you’re still confused about whether you should adhere to Waterfall or Agile, here is a guide to help.

Choosing Between Agile and Waterfall

Comparison between agile and waterfall marketing.

Kanban Project View in CoSchedule

Most marketing managers deal with projects that involve both strategy and execution.

Marketers often spend so much time thinking about the strategy, that when it comes to execution, it's easy to resort to a "just get it done" mentality.

The execution always feels a lot messier and more opaque than it should. You don't know what phase projects are in, nor how close they are to completion... until now.

See All Your Project Statuses in One Place With CoSchedule's Kanban View

To get started with the Kanban view, navigate over to the left-hand menu on your CoSchedule calendar. Then choose Projects.

Kanban view in CoSchedule.

From there, you'll see a card view of custom statuses, so you can see a high-level view of every project and every phase they are in.

Card view statuses in Kanban view.

You can group the Kanban view by three different ways:

  1. Color label
  2. Status
  3. Team member

To change the grouping, click the drop-down menu in the top menu.

Gif of clicking the drop-down menu.


Ready to progress your project in the workflow? Simply drag and drop the project, and it automatically changes its status, color label, or team member.

Gif of dragging and dropping projects.

What to know more? Check out this nifty video.

Lesson 2: You Rarely Have Time to Do “Real” Work

Welcome to the world of marketing management — constant barrage of admin, endless email threads, scavenging through that spreadsheet trying to plan next quarter’s activities, and all while hounding your team to get status updates on current projects.

This is a reality they didn’t teach you in your “MRKT 450 – Marketing Management” class.

Here are some best practice tips to get more time in your day.

[Tweet “How to conquer everything they didn’t teach you about marketing management in school.”]

Templatetize Your Workflows

Why reinvent the wheel every time you launch a new project when you can just apply a template?

Try creating a workflow template for each project to save yourself time.

With CoSchedule, you can create your workflow once and apply it to all future projects. Tasks will be automatically assigned and due dates populated like magic.

In CoSchedule, open a new project.

Using a template for creating a workflow.

From here, select the task template icon in the right-hand corner.

Click "templates" for workflow.

Then choose to create a new task template and name it.

Naming your new task template.

Add all of the tasks that need to be completed before your project can launch. Assign an individual to complete the task and add a due date based on number of days before publish.


Adding tasks to your new template.

You can also add task approvals, so individuals are notified when a task is completed ready for their approval.


You can add approval steps in the workflow process.

Now, you can auto-assign tasks for all future projects with the click of a button.

Gif of auto-signing tasks for future projects.

Block Off Time to Get Stuff Done

Marketing managers need to be there for their team members, but sometimes you need to put your head down, turn off all distractions, and get sh*t done.

Who would have thought that you would need to book a meeting with yourself just to get your work done?

Gif of calendar.

This is the life of a marketing manager, so blocking off time in your calendar means you can devote a few hours a week to focus on nothing else but the task at hand.

Whether that’s a slide deck for your CMO, next year’s budget planning, or breaking down last quarter’s results.

One tip about this strategy: be transparent with your team.

Tell them what you're working on and that you’ll be unavailable for parts of the day. If they know you’re knocking something out, they’ll be more likely to respect your time.

Quit Chasing Down Status Updates

No one tells you when you become a marketing manager how challenging it is to get all members of your team on the same page.

Not to mention getting people from other marketing departments on the same page.

Forget it; that’s an impossible task… or is it?

Using a suite of agile marketing software products, like CoSchedule, gives you better visibility into your "entire" strategy execution.

Every sub-department (like social media, product marketing, demand gen, content marketing, PR, email marketing, etc.) knows what campaigns each other are working on, so you never duplicate work or waste time again.

Imagine how much time you would save if you could simply glance at the calendar and know what’s going on daily, weekly, monthly, and quarterly.

Here’s an example calendar to get a feeling for what ultimate marketing strategy visibility can look like.

Example of the ultimate marketing strategy visibility.

Lesson 3: You Don’t Have to Measure Everything

The world of analytics can be overwhelming. There are hundreds of things you are or could be measuring.

It’s hard to tell vanity metrics apart from the things that drive "real" business value — activity ≠ results.

Just because you’re shipping marketing campaigns doesn’t mean you’re driving business results.

[Tweet “Marketers often mistake activity with results. Here’s how to fix it.”]

Here’s how to fix it.

Find Your One Metric That Matters (1MTM)

The 1MTM framework comes down to relentlessly focusing on growing the metric most closely related to growth.

It’s your north star, but how do you know what that is?

Well, what is your company’s ultimate goal? Let’s say it’s leads… because more leads result in more sales.

If you set your sights on 500 leads/month, you have to reverse engineer how to do this and find your 1MTM.

What results in more leads? Website traffic.

If you only have 2,500 visitors each month, that’s a 20% conversion rate. Probably a little high for most teams to achieve, but you could probably convert 5%, right?

That said, you’ll need 10,000 visitors/month to get the 500 leads you’re after, so your 1MTM is website visitors. Your goal is to increase your traffic from 2,500 users to 10,000. Everything your team does should be focused on increasing website visitors.

Table of goals to increase leads.

Lesson 4: Marketing Plans Are a Big Lie

There, I said it.

Marketing plans are the worst. They take forever to create, they don’t help you achieve real results, and they promote blind execution.

They offer the illusion of due diligence while never contributing much in the way of creativity.

If the project were to go pear-shaped, the marketing plan offers binders upon binders of materials to prove you did your homework (i.e. materials to cover your own butt). This means we spend a lot of our time as marketing managers pursuing non-failure rather than results.

[Tweet “Is your marketing plan focused on pursuing results or just avoiding failure?”]

Quote from Garrett Moon about the unspoken goal of failure.

That plan spells out how often you’re going to blog, publish to social media, and push ad campaigns. It proves all the activities you’re going to do, but activity doesn’t equal results.

Marketers are too caught up in bureaucracy.

Writing it down feels safe, but the problem with feeling safe is it becomes the goal. The marketing plan in and of itself is the goal, not the "actual" results.

The Formula to Replace Your Marketing Plan

All you need to start are the three constraints:

  1. One Metric that Matters: The first constraint is laser-beam focus on the one metric that will accelerate your business, like website visitors in the example above.
  2. Goal: The second constraint is specificity. Be dead-set on the driver that influenced your 1MTM, like obtaining 500 leads/month in our earlier example.
  3. Timeline: The third constraint is speed. Define a clear timeline for when the goal becomes reality. It should give you butterflies (i.e. it’s much shorter than what sounds safe or comfortable).

There you have it. The three constraints of your new documented marketing strategy. The tactics remain fluid, so you can #failfast.

A combination of both terrifying and refreshing with a dash of agile thinking to top it off.

Lesson 5: Embrace Failure

Failure isn’t necessarily a bad thing.

What’s the best part about failure? It teaches you a valuable lesson about what works and what doesn’t.

Failure means that you’re pushing yourself, taking risks, trying new things, and it gives you the opportunity to improve and try again.

Colleges don’t teach you about failure. You’re meant not to fail.

In the real world, failure is inevitable. That Facebook live video series you thought would push x number of visitors to your site flopped, or maybe that holiday sale campaign didn’t bring in as many customers as you wanted.

That. Is. Okay.

You’ve tried something new, learned it didn’t work, and you can adjust for next time.

The cycle of embracing failure.

Lesson 6: There’s No “Correct” Answer

In a lot of industries, there’s a “correct” answer.

In medicine, if you have a broken arm, the correct answer is to set the bone and cast it. In school, there’s a correct answer. That scan-tron form expects you to fill out the “correct” bubble to get the answer right.

In IRL marketing, however, there’s more than one way to skin a cat.

For example, a colleague and I were just discussing whether or not to release a podcast over the holiday break.

At first blush, you may think, “Don’t do it; people are with their families and won’t be listening to podcasts,” but some people might be traveling — the perfect time to tune into a podcast.

They might even be taking advantage of some extra time off by heading to the gym (also, not a bad time to listen to a podcast).

You see, in marketing, there are plenty of creative and useful answers. You might just find that holiday episode of your podcast crushed it, or you might find that it tanked.

Either way, you’ll know for next year.

Quote from Seth Godin about right and wrong answers.

If you hold out waiting for the “correct” answer, you’ll become paralyzed and will never move forward.

Stop waiting for the correct answer to show itself; it likely doesn’t exist.

You're All Set

Now that you have your templates, ebook, and other tactics on how to tidy up the mess marketing management can make, it's time to take action.

Get out there and be the best marketing manager for you and your team.

This post was originally published on January 9, 2019. It was updated and republished on July 8, 2020.

About the Author

Leah is the Customer Marketing Lead at CoSchedule. Outside of work, she loves hunting for cool stuff at thrift stores. If not for marketing, Leah would be a psychiatrist, given her fascination with Dateline NBC, true-crime podcasts, and Netflix documentaries about cults.

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Organize all of your marketing in one place with Marketing Calendar software from CoSchedule.

Ditch the spreadsheets for good.

Finally see all of your marketing in one place with Marketing Calendar software from CoSchedule.

There’s still time to organize your marketing.

Bring together your emails, blog posts, events, and the rest of your marketing with Marketing Calendar software from CoSchedule.