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Success planning workshop objec ves:
• Review the Gap Analysis: Assess the 360° view.
• Iden fy Painpoints & Growth Opportuni es: Recognize poten al
for improvement.
• Priori ze a Go-Forward Plan: Pinpoint the low-hanging fruit.
• Roadmap Development: Outline monthly, quarterly and
long-term goals.
Who should a end the workshop?
• Marke ng - Ideally, your en re marke ng team should be present for
the workshop.
• Sales - Strongly encourage par cipa on from sales stakeholders (at least
a sales leader and a salesperson)
• Other departments - Representa ves from any other department
that has a significant involvement or influence in the marke ng team's
success (example: IT department)
Plan for a facilitator
Someone objec ve needs to facilitate the planning workshop. This could
be someone from another department (e.g., HR, Accoun ng) who doesn't
have a direct role or stake in marke ng opera ons. For best results consider
a third party professional. At Tegrita, we have conducted roadmapping
workshops for businesses of all shapes and sizes—and we have experience
ge ng par cipants to open up and share, while working together to resolve
outstanding issues.
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teg p:
Block out me.
Have everyone clear calendars during this review and
planning session. This means cell phones off and auto
responders on. Typically, this step can take between 1.5 to 2
days, with the results far outweighing the me commitment.
