🗓️ 30/60/90 day MOPs ramp up plan

30 days:

• Meet all of the team members and stakeholders
• Devise communications plan

• Join cross-functional meetings

• Gain understanding of strategy

• Get a lay of the land on processes
• Lead routing
• Scoring
• Lead velocity

• Get a lay of the land on native marketing terms
• Abbreviations and project names

• Get a lay of the land on documentation

• Create new documentation as you go along

Outputs:

• Stakeholder management/engagement strategy

• Building trust and relationships

• Get to know team members and stakeholders

• Learn company-specific terms, how teams communicate

• New documentation as you learn

How-to’s:

• Building relationships

• Process building

• Documentation building

• General marketing terms

60 days:

• Get a lay of the land on data
• Perform field audit
• Create documentation of data flow

• Get a lay of the land on martech tools
• Create documentation of systems
• Audit/create roadmaps for martech tool optimization

• Get a lay of the land on analytics
• Audit of frequently used reports

• Perform audit of vendors, contracts

• Start taking ownership over smaller items (day to day running, incremental improvements)

• Using information gathered from audits, create strategic project roadmap
• Use action priority matrix to prioritize quick wins

Outputs:

• Field audit

• Documentation of data flow

• Documentation of systems

• Roadmaps for martech tool optimization

• Audit of frequently used reports

• Audit of vendors, contracts

• Take ownership over small items

• Strategic project roadmap

How-to’s:

• How to measure different marketing KPIs

• How to do Salesforce reporting / Trailhead

• How to do HubSpot CRM reporting / HubSpot Academy

• Data hygiene best practices

• How to search for martech trainings (Google [vendor name] + university)

90 days:

• Start taking full ownership over relevant items (tools, processes, data, analytics)

• Strategic contributions, larger changes

• Mentorship and knowledge sharing

• Kick off first set of strategic projects

• Audit AI capabilities and create roadmap of opportunities

Outputs:

• Take full ownership over all relevant items for role

• Contribute to strategy, larger changes like M&A and migrations

• Mentorship and knowledge sharing with team members/direct reports

• Start work on first set of strategic projects

• Roadmap for AI capability building

How to’s:

• Data hygiene best practices

• Migration toolkit

• Aligning Marketing and Business Goals - Harvard Business Review