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Marketing project management: How to structure your strategy

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Marketing project management is a methodology used to keep marketing campaigns on track and stakeholders informed throughout the project lifecycle. It provides clarity among teams, keeps your projects within scope, and helps team members meet customer needs. In this piece, we’ll discuss the challenges of marketing campaigns and explain how marketing project management can help you succeed.

Marketing initiatives can be crucial to your business plan because they give you the chance to tell your brand story and send leads down the sales funnel. Without effective marketing, you may struggle to bring in revenue and secure loyal customers. A focused marketing plan ensures that your message resonates with your audience so you can walk away from every campaign feeling proud of the work your team put in.

What is marketing project management?

Marketing project management is a methodology used to keep marketing campaigns on track and stakeholders informed throughout the project lifecycle. It provides clarity among teams, keeps your projects within scope, and helps you meet customer needs.

To manage marketing projects, you’ll start with the same project management principles that other teams and industries use. But marketing project management differs from the traditional project management approach in a few ways, which we’ll cover below. 

The five project management phases are:

Performance

In marketing project management, you’ll add a marketing strategy phase where you’ll gather market research and data and use your findings to set your project plan in motion.

Why is marketing project management important?

Marketing project management is important because how you manage a project impacts everyone involved with the marketing campaign. When you use the right methodology, others will follow your lead and reap the benefits of your strong leadership. 

Picture yourself at the center of the project. As the circle expands, more people get involved in the project. Once you realize you’re only the first person in the project life cycle, it’s easier to see why project management is so important.

Why is marketing project management important?

It takes a village to manage a marketing project. The three most important stakeholder groups are:

The marketing project manager:  As the leader and facilitator of marketing campaigns, you’re at the center of everything that happens during a marketing project. This includes things like project timeline delays, email marketing troubleshooting, and KPI monitoring. 

Internal stakeholders: Internal stakeholders are team members within your organization who have a stake in your project. These people may include executives, sales representatives, creatives, or technicians. How you manage your marketing campaign affects internal stakeholders. They’re often either involved with the marketing campaign, impacted by the campaign’s deliverables, or informed about your overall goals.

External stakeholders: External stakeholders are people outside of your organization who have a stake in your project. These people may include vendors, end users, clients, or investors. You’ll need project management skills to keep external stakeholders informed and satisfied with your project deliverables.

10 steps of the marketing project management process

The marketing project management methodology has 10 key steps. While your marketing agency may tackle complex projects in niche areas like SEO or social media, you can use these steps as a general framework for most marketing campaigns.

The marketing project management process

You can divide the 10 steps below into five project phases. These five phases resemble the traditional project management phases, but they also include additional marketing strategies to ensure you’re setting yourself—and your marketing project—up for success. 

Objectives and analysis

The goal of the objectives and analysis phase of marketing project management is to focus on planning your marketing campaign. This involves defining the project’s end goals and outlining success metrics.

Define end goals: Make your end goals clear at the beginning of every project you work on. That way, team members know what to strive for during project execution and stakeholders know what to expect. 

Identify success metrics : It’s critical to identify KPIs at the beginning of your campaign so you can use these metrics to monitor your progress throughout the project lifecycle. 

Marketing strategy

Use your project objectives from phase one to drive your marketing strategy. During this phase, you’ll also use market research and data to find the most effective way to achieve your strategic goals .

Pinpoint your audience: Identifying your target audience is the first step to achieving a high ROI. Your target audience is the group of people who are most likely to resonate with your brand. If you can reach this audience, you increase your chance of selling your product or service. 

Set message and CTAs: Determine the message you want to send to your target audience. Your message should include strategic calls to action for your product or service. 

Project scheduling

Your marketing campaign may require creative assets and a detailed plan of how and where to distribute these assets. During the project scheduling phase, establish a team to assist you with asset creation. 

Clarify scope: Clarify your project scope so everyone knows the limitations of your project timeline, resources, and budget. It's also important to ensure stakeholders are aware of the project scope to limit change requests.

Delegate tasks : Delegating work is crucial if you hope to stay organized and avoid duplicate work. Create a project timeline and assign tasks to team members. Use a Gantt chart or other task management tool so team members can visualize project milestones and dependencies between tasks. 

Campaign launch

After you’ve scheduled your campaign, the action begins. This is the phase when your team develops your creative assets and sends them out to the masses. This part of marketing project management is exciting because you get to see your strategy in motion. 

Create project deliverables: Produce deliverables that will outshine your competitors’ and wow your audience. Employ a team of writers and graphic designers that can deliver your message using strong copy and impressive visuals. 

Distribute across marketing channels: Determine which marketing channels will help you reach your target audience and when they’re on them. Place your deliverables across these channels so you get as many eyes on them as possible.

Monitor and review

Use the success metrics you set during the project planning phase to monitor your project progress. Once you’ve tracked your progress, you can also  use your performance results to learn lessons for future projects . 

Monitor results: Use project management software to monitor your KPIs in real time. Once you’ve launched your marketing campaign, you can assess how well your campaign performed and what adjustments you should make to your future marketing strategy.

Set future standards: Use any lessons you learn from monitoring your campaign to set standards for future projects. For example, if your campaign performed poorly with a specific age bracket, set audience limitations on this group for future campaigns.  

Common challenges in marketing campaigns

Many marketing teams face challenges when implementing their marketing campaigns. Luckily, the most common challenges are preventable or easily mitigated with marketing project management. 

4 common challenges in marketing

Use the solutions to the challenges below as part of your marketing project management workflow.

1. Project risks

Marketing campaigns experience risk in many areas, and it’s difficult to predict what these risks will be or when they’ll occur. But if you’re not prepared to mitigate a project risk once it takes hold, the problem can affect project quality. Some common areas of project risks include:

Technical risk: Technical risk can particularly affect email or digital marketing campaigns . Security incidents, cyberattacks, password theft, or service outages could delay a marketing campaign or derail it completely. 

Market risk: These are risks that affect the entire market. These may include risk of recession, margin risk, interest rate risk, and currency risk. While these risks are uncontrollable, your team can prepare for them so you can react quickly if they do happen.

Organizational risk: Organizational risk occurs from issues with internal operations. Events that fall under this category include reputational damage, communications failure, lawsuits, and supply chain disruptions. 

Solution: Use project risk management to prevent and mitigate risk in your marketing campaigns. During the planning phase, set up a risk analysis to assess which project risks are most likely to occur, as well as which risks are of highest priority. Then, use insights to shape your campaign and prepare for potential mishaps. 

2. Scope creep

Scope creep occurs when your marketing campaign expands beyond the initial expectations you set. Marketing campaigns often suffer from scope creep because teams don’t establish clear requirements during project planning. If you don’t communicate your limitations to stakeholders, they may request changes that your project team has trouble keeping up with. 

Solution: Define project objectives during the initial stages of your marketing campaign and share these objectives with your stakeholders. Maintain clear lines of communication so your stakeholders understand your project requirements, including the limits of your project timeline and budget . If necessary, you can also establish a change control process to regulate change requests.  

3. Poor communication with stakeholders

Poor communication with stakeholders is a challenge many marketing teams face . You can see above that this challenge has consequences, with scope creep being just one of those consequences. Other consequences of communication issues include:

Unclear project expectations 

Inconsistencies in goals and results

Reduced team morale

Insufficient project funding

Duplicate work

Solution: Use project management software to establish a strong line of communication with stakeholders. Share real-time updates with everyone involved in your marketing campaign, and encourage stakeholders to provide feedback along the way. Set project milestones as checkpoints for collective evaluation of the campaign.

4. No single source of truth

Marketing teams that rely on face-to-face, email, phone, or video chat to communicate with stakeholders will experience challenges when managing their marketing campaigns. You shouldn’t retire these traditional forms of communication, but they don’t offer essentials like:

Document sharing

Real-time status updates

Software integrations

Task management

Central source of truth

Your marketing strategy should be transparent to all stakeholders. Transparency strengthens team communication and improves project quality.

Solution: Use project management software as your single source of truth. There are many types of project management with varying levels of functionality. Some tools compile your project information, while others compile information from outside sources. Use a tool like Asana to customize project views and keep everyone—from team members to stakeholders—on the same page.

Use project management software to structure your marketing strategy

Marketing project management can eliminate some of the common challenges faced by marketing departments. When you use a structured management methodology, you’ll improve communication flow and streamline your work process. Use project management software to promote collaboration among stakeholders and to establish a single source of truth. 

Project management

The ultimate guide to marketing project management

Brent Barnhart - Writer - Author

Is your marketing team spread way too thin?

Endless email chains. Missed deadlines. Frustrated team members. Unhappy clients.

Ah, the classic signs of insufficient marketing project management. We know them all too well.

There’s a reason why marketers that are proactive about project management are three times more likely to report “success.”

Are you struggling to exceed client expectations without totally burning your team out? That means it’s time to rethink your approach to marketing project management.

In this guide, we’ll break down everything you need to know about marketing project management:

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What is marketing project management? 

Simply put, marketing project management is planning , overseeing, and delivering marketing-related projects. A project manager, owner, team lead, or head of marketing typically owns this process, and the specific steps and methodologies of project management vary by agency. That said, managing projects usually involves the following:

Defined phases: From planning to delivery. This step is based on a predetermined project timeline and budget to better track project progress.

Specific outputs or project deliverables : A deliverable is the "finished product" that a client gets at the end of a project — whether that's an individual blog or something less tangible, like a new marketing strategy.

Manageable chunks: This includes task lists, tasks, sub-tasks, and project milestones .

Big-picture business context: For marketing, specifically, this might be part of a business initiative such as a re-brand or content marketing push.

A project management solution: Project management software is a digital workspace used for task management. It empowers teams to streamline processes, efficiently collaborate, and be more productive .

Ideally, you can apply the project management framework to any marketing activities or campaigns, like pay-per-click (PPC), email marketing, SEO, content marketing, product marketing, and brand campaigns.

For example, you can use project management in a brand campaign to divide work between different marketing roles: graphic designers, copywriters, market researchers, strategists, etc

Why project management is a necessity for marketing

Transparently planning and executing a project (complete with assigned stakeholders, measurable milestones, and a way to identify roadblocks) is the only way marketing teams can control the outcome. Project management is a roadmap that everyone involved can use to keep themselves on task. It also provides a priceless format for sharing information, collaborating, and addressing workflow obstacles.

When done right, a PM framework empowers project teams to complete their work on time and within budget. Without a strong project management system, projects can easily get bogged down, team members can lose focus, and important information can fall through the cracks.

What exactly does a marketing project manager do?

A marketing project manager's role is dynamic. They wear several hats, depending on the needs of the day. Successful project managers are researchers, communicators, and marketing experts, with day-to-day duties that vary from one team to the next. However, there are a few priority tasks that most marketing project managers commonly handle:

Defining project goals, objectives, and target outcomes

PMs help spell out why a campaign is necessary.

Marketing pushes shouldn't happen "just because." If someone requests a re-brand or outreach campaign , there need to be specific outcomes as a result. PMs can determine these outcomes through their research and discussions with the rest of the marketing team, c-level colleagues, and clients.

For the sake of accountability and ensuring that the target outcomes actually happen, marketing projects are tied to project metrics and KPIs outlined by the PM. This might include:

Conversions

New customers

Sales and revenue

Email subscribers

Engagement rate (Likes, comments, and social media interactions)

Share of voice

Researching best practices and tactics for marketing campaigns

There are endless variables involved when it comes to marketing project management.

PMs rein in the chaos by defining the scope of work and project budget. This influences the fine details regarding tactics, duration, and tools needed to make the project a reality.

Let’s say someone’s interested in a content marketing campaign.

Okay, how long is the campaign going to last? How many writers are involved? What are the specifics of the deliverables in terms of length, SEO, and overall project lifecycle ?

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PMs can confidently answer every inquiry based on available resources and conversations with stakeholders. What makes them even more confident? Knowing exactly how much work is assigned to the entire team and what's assigned to each team member through resource allocation reports.

Organizing people and resources to get a project moving

Breaking down organizational silos is one of the top challenges for today’s content managers. Project managers need to be proactive and attentive to maintain the project schedule.

PMs often liaise between clients, the C-level, and marketing teams to ensure projects run smoothly. This involves:

Providing instructions to project participants

Establishing deadlines for deliverables

Communicating with collaborators and stakeholders

Setting expectations for all the above

Overseeing projects once they’re in progress

PMs must be meticulous about meeting project deadlines within budget. They also need to manage the client's expectations. Meetings, check-ins, and progress summaries comprise a significant portion of your average PM’s schedule.

  • 5 phases of the marketing project management process

There is no “one-size-fits-all” approach to managing marketing campaigns . However, we can break down most marketing projects into a five-phase project lifecycle. Below is a high-level look at this process using a marketing project management software like Teamwork.com.

Phase 1: Planning

To kick things off, key project stakeholders define and agree on the project goals and objectives. This often includes team members and other internal stakeholders, but if you’re part of a marketing agency, your client will also be part of this process.

Fifty-two percent of marketing experts struggle to talk strategy with people that are not marketing-savvy. This is why breaking down projects into specific goals, objectives, and deliverables is helpful.

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Goals represent big-picture accomplishments such as “improving our customer experience” or “increasing brand awareness.” Objectives represent more specific tasks and initiatives required to meet those goals, like “increasing our NPS” or “creating more blog content.”

Goals and objectives form the basis of a project charter. The project begins when all the leading stakeholders sign this document and everyone is on the same page.

From here, the project manager must determine what’s needed on a granular level to meet the goals above. The project then moves into its next phase.

Phase 2: Organization

With goals established, the team can agree on a budget and identify the deliverables. 

Again, a deliverable is anything produced for a project that’s necessary for completion. The most common deliverables for marketing projects are campaigns themselves, as well as crucial pieces such as ads, graphics, or blog posts.

After defining the project’s deliverables, the team formulates a marketing project plan made up of several tasks. The more complex the project is, the more tasks are required. 

Each task is then allocated to a team member. Sometimes leading stakeholders assign tasks to team members. In other cases, team members might self-assign their own tasks. This varies from team to team.

Below is what assignments look like in Teamwork.com . Each task is tied to a specific team member along with its respective due date, time budget, and priority . These assignments create a sense of visibility and urgency that are crucial for moving any given project forward.

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The organizational phase is also where the project scope is defined. In short, this is the extent of work involved in the project. Defining the scope of work ensures that teams don’t too much and likewise stay within the budget of the project – or avoid the dreaded scope creep .

Creating a project schedule is another priority task at this point. Here’s where you'll define the chronology of activities required for the project.

This can be represented visually through tools like Gantt Charts , which can be updated in real-time to highlight a project’s process. With an established timeline, teams are ready to get started with the actual project itself.

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Phase 3: Execution

This is the phase where the team puts its plan into action.

During execution, project leaders are responsible for outlining expectations for the team's task management . This involves tracking and reporting on task progress, creating new tasks as needed, and taking action when projects aren’t moving forward. 

Visualizations such as kanban boards are a popular way to track your team’s progress, giving participants and stakeholders an “at a glance” view of a project’s status.

Kanban boards are ideal for marketing project management as they clearly highlight the stages involved in a campaign (think: drafts, revisions, and so on). When a task progresses to the next stage in the process, its task card is moved to the appropriate column. 

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Tools like kanban boards also create a sense of accountability and autonomy for team members. This is a win-win for project managers and participants alike: the former always has the pulse on their projects while the latter is empowered to work without being micromanaged.

And hey, that leads us to the next phase of marketing project management.

Phase 4: Control

Once a project is in motion, you need to make sure that everything’s on-schedule.

Are team members hitting headlines? Are there any hold-ups or missing deliverables?

Fact: less than half of people (42%) say that they understand what other team members are working on at any given moment. Piggybacking on the point above, visibility is crucial to a successful project.

This speaks to the value of a tool like Teamwork.com where you can see everything . 

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If a project is running behind time or over budget, the project manager is responsible for identifying issues and intervening. They should also provide status updates among stakeholders and project participants alike.

Doing all of the above quickly and efficiently means consolidating communication. This is yet again where Teamwork.com can save the day, providing an all-in-one platform to provide updates, assign new dates, and set fresh due dates as-needed.

Phase 5: Delivery

Finally, we reach the end of the project.

What happens here largely depends on the nature of the marketing team’s relationship to the project. If the project is a one-off marketing campaign, it could be considered finished once it has been delivered to the commissioning stakeholder. 

But if you’re a marketing team or agency working on a retainer basis, the final phase of the project lifecycle will likely involve an evaluation process. This includes not only client feedback, but internal analysis of the project. 

For example, in Teamwork.com, you can assess the timing, budget, and individual teammate performance to define success in the detailed profitability report.

This final piece of the process encourages you to refine your project management approach and find the best way to empower teammates in the future. This is a win-win for you, your teammates, and clients alike.

The benefits of effective marketing project management

Proactively managing every aspect of a project, from the timeline to the resource allocation to the potential bottlenecks, is challenging but worth the effort. Investing in and making marketing project management a top priority allows marketing teams to reap several significant rewards, including:

Greater consistency in processes

Effective marketing project management requires building repeatable processes. Once developed, you can use these in future projects. Set processes encourage more consistent work regardless of the project, team, or client involved.

For example, project stakeholders can participate in meetings to keep them on track and discuss any potential obstacles. Once you establish a successful cadence of meetings and check-ins, you can apply it to future projects.

Enhanced team collaboration

Savvy project managers understand that information should flow throughout each project step. Teammates who are encouraged to work together keep projects moving forward faster. Project management tools can facilitate communication among team members, project managers, and stakeholders outside the marketing department.

For example, messaging apps help team members share information, ask questions, and provide updates. Since everything is stored inside the app, it can serve as a single source of truth, so nothing falls through the cracks or gets overlooked.

Improved accountability

A clear, well-defined project plan ensures everyone involved knows what they should be doing and when it needs to be completed. This transparency and visibility make it easier to understand who’s on-task and who might be struggling.

An example of this is if tasks are going undone. Using check-ins and viewing the project management tool dashboard, the project manager can see which team member is getting behind. The PM can proactively work with the team member to get them back on track and avoid project bottlenecks.

Refined organization

Effectively managing projects means less guesswork and fewer check-ins for both the manager and the team members. It also prevents double work and deliverables from getting lost.

For example, if the project manager uses a project management tool to lay out the entire process, it optimizes the organization. This approach allows for fewer check-ins because all the information is within the platform. Fewer meetings free up stakeholder time and lets them focus on their assigned tasks.

More thoughtful planning

Instead of planning one portion at a time, savvy project managers use an end-to-end plan that provides a birds-eye view of the project. Putting each piece of your project under the microscope results in more meaningful projects versus just winging it.

An example of thoughtful planning would deal with automation. During the planning stage, the PM may pinpoint areas that can be automated. Eliminating tedious tasks saves everyone time and keeps the focus on the project’s main objective.

How project management brings marketing teams together

Food for thought: 92% of marketers believe that collaboration with their teammates could be improved.

This speaks to the importance of marketing project management software that encourages more proactive communication. This includes:

Commenting on tasks for the sake of providing updates and asking questions

Tagging other team members to bring them into the conversations ASAP

Being able to see conversations, questions, and answers throughout the entire project lifecycle

With tools like Teamwork.com and integrations like team chat, you can do all of the above seamlessly. Regardless of specific features, a project management platform facilitates all team collaboration in one place. 

While emails, phone calls, and Zoom catch-ups can lead to resolutions, a project management solution speeds up the process and keeps communication consolidated.

What are the key project management skills for marketing teams?

To implement project management effectively, you need to:

Develop project management skills within your organization.

Assign specific management-related responsibilities to your team.

Some marketing teams are better served by sharing project management responsibilities among themselves rather than employing a designated project manager. This approach is cost-effective and provides an opportunity for more individual team members to level up.

If you do take on project management in-house, you’ll need an accessible project management tool and process that addresses your organization's specific needs.

An effective way to divide project management responsibilities among a team is to rotate leadership roles between projects. One team member leads on one project; another leads on the next.

Here are four of the most helpful project management skills:

Organizational skills

Your project management platform can automate many organizational tasks. That said, skills like time management and task prioritization are critical to the project's success.

Communication skills

Team members and other stakeholders should feel comfortable asking questions and providing feedback. If not, the whole process falls apart. Building a collaborative culture is a must. This means freely sharing information and updating progress during meetings, email, and through tools like Slack.

Problem-solving skills

Identifying, researching, and resolving problems is crucial for running a project effectively. When left unresolved, even small issues can turn into big delays that cause projects to finish way past the original deadline and way over budget. 

Project management best practice knowledge

Good, old-fashioned know-how is a must for managing projects successfully. Understanding existing project management methodologies and what makes a productive project also helps model your teammates’ behavior. How marketing project management software facilitates team workflows

Employing marketing project management software gives teams an effortless way to streamline their workflows and make more progress, faster. Some of a project management software’s most important features are customizable dashboards, pre-built templates, task automation, and real-time and asynchronous update abilities.

Teamwork.com is an intuitive project management software solution. It offers a robust array of features that help marketing teams plan, execute, communicate, store, problem-solve, and deliver projects on time and within budget. Take a tour of our product to learn more .

Marketing management tasks flow smoothly with software

A smoothly operated workflow keeps everyone involved productive and hitting milestones. With its visual boards and charts, project management software keeps progress flowing. Even if there are bottlenecks, they’re easier to spot and resolve before they become big issues. This keeps team members from getting held up trying to work out obstacles and avoids having the team members waiting on the deliverable further down the line.

Do you really need marketing project management software?

The short answer? Yes!

Sure, the idea of adding more tools to your marketing stack might be daunting. 

But ensuring a seamless process, engaged teammates, and high-quality projects means having a dedicated tool to make it happen. There’s a reason why brands and agencies alike rely on marketing project management software.

The good news? A tool like Teamwork.com allows you to manage all of the moving pieces of your campaigns in one place. 

You can do so without sacrificing your current marketing stack, too. For example, Teamwork.com has tons of baked-in integrations with many of your current tools like HubSpot, Slack, MS Teams, and Chatify. 

Getting started with project management software now represents a long-term investment in your business. From better collaboration to fewer missed deadlines, having a defined process consolidated into a single tool is the best way to boost your efficiency ASAP.

Manage your marketing projects with Teamwork.com

Marketing projects need a framework to keep everyone informed, smooth the workflow process, identify bottlenecks, and set important milestones. By understanding the skills project managers must possess and investing in the right marketing project management software, companies can increase their marketing teams’ efficiency and the success of their project management initiatives.

Organizations that need a better way to encourage collaboration, automate time-consuming processes, and gain a better bird's-eye view of project progress should turn to Teamwork.com. Our easy-to-use system lets you automate your processes and centralize your collaboration, so you can dramatically increase your project efficiency. Sign up here to get started for free !

TABLE OF CONTENTS

Ultimate guide to marketing project management

  • What is marketing project management?
  • How project management helps teams to communicate
  • How to instill project management skills and responsibilities into a marketing team
  • The benefits of a project-managed approach to marketing
  • Project management tools and platforms

Brent Barnhart - Writer - Author

Brent Barnhart is a writer specializing in B2B content for marketing, SaaS, ecommerce, and small businesses.

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Marketing Project Management Guide: Expert Tips, Workflows, and Skills

By Joe Weller | September 2, 2020 (updated September 29, 2023)

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Project management in marketing involves multiple moving parts and teams composed of people from varying disciplines. Three experts share collaboration and communication tips to meet project goals and top management approval.

Inside this article you’ll find an infographic on how to work with marketing project management stakeholders , learn how to solve common challenges, and discover best practices .

What Is Marketing Project Management?

Marketing project management is a systematic process that covers all aspects of content administration and development, from concept to creation to completion.

Fiona Remley

Project management for marketing has become a necessity for both in-house marketing departments and agencies. “There are competitive pressures that drive the need to deliver results and shorten schedules,” says Fiona Remley , Global Advertising Leader for Worldwide Programs, Content, and Creative Operations with Amazon Advertising. “For example, my goals to reduce SLA [service level agreements between marketing and sales teams to drive revenue] timeframes have been cut by approximately 20 percent before 2021, the third reduction in the past five years. That’s the nature of the business now.”

Marketing Project Management Benefits

The primary benefit of structured marketing project management is that it sets specific goals and requirements — every task and activity focuses on maximum efficiency. Marketing project management’s guardrails reduce complexity, improve performance, and shorten timelines. 

Cari Jaquet

Cari Jaquet, Vice President of Marketing for BigPanda , observes that a lack of structure is a stumbling block to high performance for projects. “Marketers need to construct and administer the discipline that characterizes effective project management: clearly stating the objective, defining roles and responsibilities, and specifying deadlines. As they say, you can’t build the plane while you’re flying it.” 

The C-suite often scrutinizes marketing projects. Despite their high profile, many such projects suffer from lack of organization. Implementing campaigns, digital projects, and other content deliverables is a “messy” business with lots of moving parts and players. This unruliness is precisely why marketing projects benefit from a unified solution (in the form of spreadsheets or project management software) that also satisfies your ultimate client. 

The multiple benefits of project management for marketing teams include the following:

  • Project Oversight and Organization: Effective marketing project management is all about ensuring every activity and stakeholder serves project goals in the most economical way possible. 
  • Optimized Team Communication: Stay in touch with everyone involved in the project so that you can understand current and potential roadblocks.
  • Operational Excellence: With accountability measures in place, every team member sees the flow of value to the customer and where to repair that flow before it breaks down.
  • Highest Use of Resources: Strive to get the most out of tools, technology, time, materials, team members, freelancers, and consultants.
  • Increased Productivity and Shorter Timelines: Projects move forward faster when everyone functions with a single goal and streamlines tasks.
  • Repeatable Methodology: Once you complete projects and gain historical information, data, and results, you can use what works best and discard the rest to create your own best practices.
  • Provable ROI: At the end of every project, the marketing project manager should note ROI and what senior management uses to rate your project as a failure or success.

Marketing ROI Calculator Template

marketing in project management

At the start of your project, define your metrics relative to KPIs (key performance indicators). Generate marketing ROI (MROI) by reporting content-generated revenue minus the cost of content production. In this template, you’ll find space for multiple marketing initiatives so you can compare their relative value.

Download the MROI Calculator Template - Excel

Learn more about validating and calculating project performance and use an ROI calculation template to get started.

Marketing Project Management Solves Common Challenges

Today, project management and marketing go hand in glove. Pros bring a combination of hard (expert knowledge) and soft (personal interaction and engagement) skills to execute work successfully and overcome the common challenges: 

  • Scoping and Budgets: Amazon’s Remley explains, “The scoping and the budget work-back conundrum is one of the great challenges of marketing project management. In an ideal world, clients bring you their business problem and ask you to help solve it. But it usually works the other way around, as most marketing clients know what they’re trying to achieve and have a budget, but may not know what business problem they’re trying to solve. You face the dilemma of delivering a square peg for the price of a round hole. The strategy is to work with the client to unearth the business problem and deliver a logical solution within the budget or negotiate a new one.”  Remley advises, “With a set budget, you work backward and meet the requested timeline. The logic of a constricted timeline is that sometimes you make more profit by delivering the end product faster.”

Sonia Schecter

  • New Product Development and Launch: A new product supports company business objectives, such as boosting revenue, beating the competition, or increasing market share. A new product and its launch involve the entire organization at some point. The process also usually includes outside vendors, as is the case with the multichannel integrated strategic campaigns that BigPanda's Jaquet runs." With the interdependencies of integrated campaigns and their crossover teams, it's not necessarily a linear or four- or five-step process. For example, your marketing team may need to rework a web page after launch, so that you may take a slight step back. Even one missed milestone at any stage of a new product launch can lead to a domino effect with disastrous consequences. Remain vigilant, stay flexible, keep an eye on dependencies, and manage the process with a tool that provides good communication and document sharing, like Smartsheet or Asana." 
  • Honoring Creatives: Most marketers have worked on a project with clients who think they can write copy, design, or act as an art director. Marxent's Schechter knows the problem well. Marxent is a 3D commerce and visualization company that produces explainer and other videos to use as a marketing tool and on behalf of clients. "Video projects are far more expensive and time-consuming to rework than other marketing projects," says Schechter. "People can now make videos on their phone or have a perspective they want illustrated. Everyone thinks that they are a genius at this stuff. To make schedules and budgets work, you must enforce expertise, rein in clients, and stop the changes." Schechter adds, "The hardest, and yet most necessary, thing to do is to trust your creatives and stop yourself from requesting a slew of changes. Without fail, you'll see things that could (theoretically) make a video project better. However, you must be honest about which changes are truly worth the time, energy, and effort." To avoid expensive alterations, Schecter suggests, "Provide your input and what you want for the project upfront — and document everything — so that you're not stuck haggling with the creative over details in post-production. If the team and its experts have clarity on requirements and documentation (e.g., a script, meeting notes), you can compare the final product to the original specifications, and it's less emotionally taxing for all." 

Learn how to increase your organization's efficiency and improve results with Smartsheet's definitive “Project Management Guide .”

Digital Marketing Project Management

Digital project management is the oversight of planning, tracking, and deliverables of tech-centered projects generated and delivered online. Examples include digital marketing campaigns, mobile apps, website development, UI/UX designs, and conversion rate optimization. 

Digital asset management (DAM) software makes digital projects possible and is part of project implementation, which organizes and stores media files and secures brand assets. DAM also supports team collaboration and file distribution, and often offers additional functionality, such as scheduling asset distribution. 

If you’re thinking about purchasing DAM, find buying tips by reading “ Expert Advice on Choosing the Digital Asset Management System That’s Right for Your Company .”

Who Uses Marketing Project Management?

A variety of stakeholders with an investment in a project’s success use marketing project management. They can be project managers, team members with assigned tasks, or organizations or individuals with approval powers. 

Marketing Project Management Stakeholders

Here’s a breakdown of the role of different marketing project stakeholders, whether they work in house or at an agency:

  • Marketing Project Manager: The manager is ultimately responsible for ensuring team members stick to their tasks and deadlines, collaborate, and are held accountable to everyone on the team. In house, the project manager may be a marketing director, marketing manager, or other marketing staff members. At marketing or PR agencies, account managers or project managers may hold the title. 
  • Internal Stakeholders: In-house groups or individuals tasked with responsibilities to complete the project are internal stakeholders. Examples of internal stakeholders are senior managers, department executives, marketing staff, sales teams, and technical and creative professionals. 
  • External Stakeholders: Freelancers or vendors and suppliers, SEO specialists, web designers and developers, and copywriters working on a project are external stakeholders. Other external stakeholders can be customers, users, or investors. 

“Learn how to speak the lingo of stakeholders as much as you can,” says Amazon’s Remley. “Trust and synergy are scaffolded with tailored communication skills.”

Marketing Project Management Communication Infographic

Marketing Project Management Skills

Marketing project management skills include strategic thinking, time management, effective leadership of cross-functional teams, problem-solving, task delegation, competent communication, negotiation, and organization.

Marketing Project Plans to Identify Specific Requirements and Goals

A marketing project plan provides a map of what’s necessary to complete a project. First, determine the overall marketing strategy, then describe the project, its goals, and estimated time to completion in the document.

For greater detail about how to develop your plan and project plan templates, see “ Free Marketing Project Plan Templates .”

Marketing Project Management Workflows

Once you complete the project plan, organize the project process into workflows, which includes scheduling and process development.

Workflows map out task sequence. Scheduling organizes and shares activities, deliverables, and milestones within a project. The marketing project manager will share the document with team members/stakeholders when it’s most effective. Process development establishes a set of repeatable activities for accomplishing organizational goals in similar projects such as product launches, campaigns, or branding.

BigPanda’s Jaquet says that attention to process development has paid off for her team and the organization. “At this point, we just use our collaboration tools, and most of our projects go from start to finish with virtually no meetings at all,” Jaquet says with pride.

While marketing project workflows vary in detail depending on the type of project, team members, and budget, there’s a framework that should take your marketing project from start to finish. Here are the four phases of the marketing project management process:

  • Define/Quantify Goals/KPIs: Set the metrics you and the team want to achieve.
  • Research: Gather the necessary background information, including internal documents, sales projection, competitive landscape, or other factors that affect your project.
  • Prioritize: Pinpoint priorities that will help you reach your goal.
  • Clarify Project Requirements: What are the elements that need to be pulled together or executed to ensure success?
  • Assess Resources: These include experts, internal or external team members, materials, technology, trades, or associations that need to be on hand.
  • Budget: Create a work-back budget. When the budget doesn’t match requirements, it’s time to go back to your funder and ask for more financial resources or see where you can make changes. 
  • Break Project into Tasks: Evaluate the goal, resources, budget, and team, and then break everything down into assignments.
  • Set Milestones: Set the time frames associated with each task and what’s necessary to meet specific achievements. 
  • Select and Prep the Team: Based on your recourse assessment and potential team, use the RACI (responsible, accountable, consulted, and informed) system to clarify individual or group roles for each task. For more information, look to “A Comprehensive Project Management Guide for Everything RACI .”
  • Create Content: Now it’s time to tackle the tasks associated with the project. The project manager oversees the work to be sure it gets done on time and budget. Take a deeper dive with “Content Marketing Project Management Toolkit: Workflows, Templates, and Checklists .” 
  • Communicate with the Team: While communication with team members is essential throughout all project phases, it’s particularly critical during the execution phase.
  • Check and Approve: Review every task and milestone and ensure that all executive and legal approvals are complete.
  • Review and Review Again: The final approvers should review all relevant materials, obtain signatures, make any needed changes, and perform one last review before delivering the project.
  • Publish and Distribute Content: Based on your plan, disseminate the final project product. 
  • Measure and Assess: Review the project’s impact on your stated KPIs and goals. 
  • Team Post-Mortem: Ask for input from the team and compile a learning list. 
  • Action Plan for Follow-Ups and Improvements: Put together your own best practices guide to enrich your methodology.

Learn more by visiting our  marketing workflow guide .

Marketing Project Management Workflow and Schedule Template 

Marketing Project Management Workflow and Schedule Template

This customizable template provides a tracking tool for each phase of your marketing project. The model captures administrative details; lists each activity, start and end dates, responsible party, and duration; and provides a space for comments. The accompanying Gantt chart provides visual documentation of the progress of each phase and task progress, so you can track the project’s milestones.

Download Marketing Project Management Workflow and Schedule Template

Excel | Smartsheet

Having the right tools to handle workflows and schedules, like project schedule templates , can help you minimize complications.

Best Practices and Expert Tips to Improve Marketing Project Management

Marketing project management best practices address areas that need improvement: efficiency, accountability, collaboration, and tools usage.

  • Limit Hours: Try to keep tasks to 80 hours or less. Tasks that exceed 80 hours are difficult to track and manage. 
  • Honor Timelines: Team members need to understand the timeline and treat turnaround requests with urgency. 
  • Enforce Check-Ins: Create a recurring check-in for both core/working teams and the other stakeholders.
  • Define Ownership: Be clear about responsibility assignments from the beginning and use your tools wisely when alerting, scheduling, and assigning tasks. 
  • Balance Communications: Amazon’s Remley builds a communications plan tailored to each stakeholder for every project. Remley and BigPanda’s Jaquet recommend holding down the noise and avoiding inundating people with communications, specifically too many emails. 
  • Highlight Alignment: “Ensure everyone aligns on the end state: When this project is over, what does it look like? What are the key deliverables?” Jaquet advises. “At the highest level, everyone should understand dependencies and inter-connected work and product streams.” 
  • Cross-Functional Education: Educate cross-functional teams, functional managers, senior management, and any other stakeholders with quarterly newsletters or internal posts.
  • Cultivate Champions: Develop champions who have clout in the organization and understand your challenges and goals.
  • Empower Owners: Jaquet’s advice differs from general project management wisdom. She finds that when project deliverables and dates are defined by their owners, deadlines are typically met. 
  • Team Buy-In: “Agree with team members on the project toolset that best works for the organization,” Jaquet suggests. “Define which project visualization, like Kanban or Gantt, is preferred so you can build the underlying trackers correctly.”
  • Follow the Best Examples: Publish and share with your team “best of breed” examples of deliverables, productive teams, and processes. “Chances are you can reuse something already developed for another client,” suggests Remley. “If you do leverage an existing tool or template, consider the core issue: does this solution answer the client’s central business challenge? Or have you just kicked the can down the road?”

Frequently, the tool that can get your team further, faster is project management software customized to fit your needs.

Learn more about what's required to deliver marketing projects on time and budget by reading about the macro and micro marketing project management skills to master  in today's competitive climate.

Marketing Project Management Software

Marketing project management software is purpose-built to enable a unified, fast-paced approach to the creative work involved in marketing. The goal is to improve collaboration, transparency, time, and budget management.

Marketing project management software typically includes anywhere access from any device and customizable views. Some solutions are more elaborate and include time and traffic monitoring, customer relationship management features, and invoicing. All those options can make it challenging to select a just-right tool for your in-house department or agency. 

For helpful buying guidelines, refer to “How to Pick Marketing Project Management Tools and Software .”

Improve Marketing Project Management with Smartsheet for Marketing

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Improve your marketing efforts and deliver best-in-class campaigns.

Table of Contents

What is marketing in project management, what is marketing project management software, need of marketing management software, importance of marketing in project management, key responsibilities of a marketing project manager, steps of the marketing project management process, common challenges in marketing campaigns, phases of marketing in project management, 4 marketing project management tips, the ultimate guide to marketing in project management.

The Ultimate Guide to Marketing Project Management

From the inception of a marketing idea to its execution, marketing in project management helps plan, organize, and deliver the campaign to ensure all marketing goals are met, and profits are received. Up to 12% of all resources are wasted due to bad project management in organizations worldwide. Explore the following topics to strengthen your understanding of effective marketing in project management and outperform the competition. 

Marketing project management is a methodology that involves planning, managing, tracking, and delivering marketing projects. Throughout the project's lifecycle, marketing in project management is needed to keep marketing campaigns on schedule and stakeholders informed. In addition, it promotes teamwork, keeps projects on track, and assists the organization in meeting customer expectations.

The main purpose of this software is to assist marketing departments in project planning and execution. It includes all the marketing department's project management integrations and tools to plan campaigns, manage creative digital assets, streamline workflows, and collaborate. In addition, the software has a wide range of features, including resource allocation, performance management, scope, cost and time tracking, workflow optimization, and more.

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6% Growth in PM Jobs By 2024 - Upskill Now

Marketing management software becomes essential for a diverse marketing team with numerous personalities, positions, and skill sets since it provides the flexibility team members require. Logical conclusions and hard numbers are crucial to the marketing analytics team. The software enables cross-functional teams to collaborate on a common goal: generating content and executing effective campaigns.

Coordination

Coordinating campaigns can be extremely difficult without a clear tool to track and manage schedules, deadlines, and more. The right marketing in project management tool should provide a comprehensive perspective of every task and output, allowing managers to understand when and where things go wrong.

Collaboration

Successfully integrated marketing initiatives require constant communication and collaboration. Therefore, good marketing software must facilitate collaboration by managing task approvals and providing a platform to give and track feedback in the same place. Hence, everyone is on the same page.

Transparency

The transparent nature of this software allows the team to track and evaluate campaign progress and detect potential bottlenecks. As a result, project managers can make informed, efficient decisions that reduce waste, enhance operational efficiency, and boost campaign performance.

Marketing Resource Management

Marketing resource management capabilities become essential to help manage all the marketing resources. The ability to save the relevant brand, visual assets, and content can assist the team in saving both time and money.

Organization

The software allows project managers to keep track of all tasks and deliverables in one location, allowing the team to stay efficient, organized, and productive.

Productivity

The software should offer calendars, alerts, and a clear vision of what needs to happen next, allowing everyone on the team to focus on the goals.

Earn 60 PDUs: Pick from 6 Courses

Earn 60 PDUs: Pick from 6 Courses

Proper project management impacts the entire marketing campaign and everyone involved in making it a success. There are several stakeholders and team members involved in the campaign, but the three most important people on the team are

The Marketing Project Manager

They are the leader responsible for the success of the marketing campaigns. Keeping an eye on the project schedule, delays, marketing methods, and KPI monitoring are just some functions of the marketing project manager. 

Internal Stakeholders

These are the team members associated with the project. Their direct involvement with the marketing campaign allows them to be impacted by the decisions taken, campaign goals, and deliverables. These stakeholders could include technicians, sales representatives, executives, and more. 

External Stakeholders

People, such as vendors, clients, investors, etc., are the external stakeholders. Therefore, a project manager has to communicate with internal and external stakeholders and keep them informed about the project and its deliverables. 

There are four primary areas that a project manager is responsible for to ensure efficient progress and successful completion of the marketing campaign. These four areas are

Project Scope

The project scope includes the desired project objectives and management tasks needed to execute it. The project manager is responsible for completing the project scope.

The personnel, equipment, or other objects required to accomplish a project are resources. Because resources are an integral aspect of every project, the project manager must guarantee they are used efficiently.

Project scheduling is one of the main functions of a project manager. Every project has a completion timeline. The function of the project manager is to organize resource allocation and task execution to fulfill these specified deadlines.

An estimate of the project's overall cost, which includes individual task expenditures, is a budget. This budget needs to be maintained by the project manager.

The traditional project management phases and additional marketing strategies ensure the project's success . These phases include

Objectives and Analysis

This phase of marketing project management focuses on marketing campaign planning. It includes identifying success metrics and defining the project's end goals.

  • Define end goals: End goals prove to be a major motivation during the project execution for the team and the stakeholders.
  • Identify success metrics: Identifying key performance indexes right at the beginning of the campaign helps monitor the progress throughout the project lifecycle.

Learn Essential Skills for Effective Leadership

Learn Essential Skills for Effective Leadership

Marketing Strategy

Project objectives established during phase one drive the marketing strategy. Market research and data produce the most effective strategies to reach the campaign goals.

  • Pinpoint your audience: Identifying and researching the target audience leads to high ROI and increased sales.
  • Set messages and CTAs: A message should be developed which will be communicated to the audience, and a call to action for the audience to follow should be determined.

Project Scheduling

The marketing campaign may need creative assets and a precise plan for distributing these goods. Establish a team to help you with asset development during the project schedule phase.

  • Clarify scope: Establishing the project scope will help the team understand the limitations of the project timeline, budget, and resources. Stakeholders will refrain from requesting frequent changes if the scope is established. 
  • Delegate tasks: Delegating tasks is essential if the manager wants to keep the project organized. Make a project timeline and assign tasks to the team; task management tools such as a Gantt chart will help team members visualize task dependencies and project milestones.

Campaign Launch

After scheduling the campaign, the strategy is put into motion, and this phase develops the creative assets and sends them out to the customers. 

  • Create project deliverables: Using a team of graphic designers and writers, the marketing department can produce great copy and visuals for the message and create better deliverables than the competitors.
  • Distribute across marketing channels: Distributing the deliverables across various marketing channels depending on the target audience will get maximum views.

Monitor and Review

Monitor the project's progress using the success metrics established during the project planning phase. Performance information can be utilized to learn lessons for future projects once you have monitored your progress.

  • Monitor results: Use project management software to monitor your KPIs in real time. Once you've launched your marketing campaign, you can assess how well your campaign performed and what adjustments you should make to your future marketing strategy.
  • Set future standards: Use any lessons from monitoring your campaign to set standards for future projects. For example, if your campaign performed poorly with a specific age bracket, set audience limitations on this group for future campaigns.

Many marketing teams experience difficulties while putting their marketing initiatives into action. Fortunately, the most prevalent issues are avoidable or quickly minimized with marketing project management. 

Project Risks

Risk is inherent in marketing campaigns, and it is difficult to foresee these risks or when they will arise. However, if the project manager does not reduce a project risk once it has taken root, the problem can impact project quality. The different types of risks are

  • Technical risk: Email or digital marketing efforts are particularly vulnerable to technical risk. Security issues, hacks, password theft, or service failures can delay or disrupt a marketing plan.
  • Market risk: These are threats to the entire market. These could include recession, margin, interest rate, and currency risk. While these risks are unpredictable, your team may plan for them so that you can act fast if they occur.
  • Organizational risk: Internal operations issues cause organizational risk. This category includes reputational harm, communication breakdowns, lawsuits, and supply chain interruptions. 

Solution: Using project risk management to minimize and limit risk in marketing campaigns. Set up a risk analysis during the planning phase to determine which project hazards are most likely to materialize and the highest priority risks. Then, utilize the findings to design the campaign and plan for pitfalls.

Get Professionally Certified in Product Management

Get Professionally Certified in Product Management

Scope Creep

Scope creep comes up when the scope of a marketing strategy exceeds the initial assumptions they set. Because teams do not create particular requirements during project planning, marketing campaigns frequently suffer from scope creep. If managers do not convey the restrictions to stakeholders, they may require modifications that the project team cannot meet.

Solution: During the early phases of the marketing campaign, define project objectives and discuss them with the stakeholders. Maintain open communication lines with stakeholders, so they understand the project's requirements, including the schedule and budget constraints. Project managers can also implement a change control procedure to manage change requests.

Poor Communication With Stakeholders

Many marketing teams struggle with poor communication with stakeholders. Apart from scope creep, other consequences of communication issues include:

  • Vague project goals and outcomes that are inconsistent.
  • Decreased team morale.
  • Inadequate project funding.
  • Duplicate work.
  • Establish a strong channel of contact with stakeholders using project management software.
  • Provide real-time updates to all stakeholders participating in the marketing campaign, and encourage them to contribute feedback along the route.
  • Set project milestones as markers for the campaign's collective evaluation.

No Single Source of Truth

Marketing teams that communicate with stakeholders face-to-face, via phone, email, or video chat will find difficulties managing their marketing campaigns. Such traditional forms of communication do not offer facilities like a central source of truth, document sharing, software integrations, continuous status updates, or task management. Transparent communication improves project quality and enhances team communication.

Solution: Marketing project management tools provide this transparency and other functionalities to improve communication between team members and stakeholders.

Marketing project management has a four-phase lifecycle, which includes

The commencement of the marketing project is the initial stage of the life cycle. It is the moment when key members of the marketing team will establish the project's objectives. These objectives are typically translated into project goals, which serve as the basis of a project charter. A project charter is a brief document that defines the project's main goals and expectations. The key to good marketing is defining your goals. It also serves as the foundation for how the marketing approach is streamlined successfully.

The planning stage is the second phase of the project's life cycle. In this stage, the marketing team will establish a project budget and prioritize deliverables. For example, team members may conclude that a marketing campaign or data collection is a suitable deliverable. These deliverables will assist the team in developing a marketing plan divided into numerous tasks. Remember that the more complicated the marketing strategy, the more tasks the marketing group will need to execute. Make sure to estimate the entire project scope. To ensure a successful conclusion, determine who will undertake which tasks.

The third phase of the lifecycle is when the team is required to put the project plan into action. At this point, the team leaders will assist in completing the marketing project. In addition, they will be in charge of tracking and reporting progress, creating new tasks as needed, and erasing anything that interferes with task completion. Team leaders must also be aware of the primary objectives when tracking progress.

The evaluation stage is the final phase in the marketing project lifecycle. It is the point at which a project is completed and the point at which the marketing team determines whether a project was successful if it needs to be improved, or whether the team needs to try something new entirely. Finally, the evaluation phase is critical in promoting the constant improvement of marketing initiatives.

Here are a few marketing project management tips that can be put into practice

Define Your Marketing Goals

Project managers must first outline the marketing objectives to gain the right clients and boost the business. It will ensure that marketing projects work together to accomplish a common objective. Also, it improves the total marketing effort and leads to greater outcomes. Remember to set the marketing objectives as simply as possible. The more goals one sets, the more difficult it will be for the team to meet deadlines.

Prioritize Marketing Projects

After identifying project objectives, deciding which initiatives are the most significant is crucial. Prioritization is essential in the digital marketing process. Too often, organizations will make a list of projects they wish to complete and then complete them in random order. However, to maximize marketing outcomes, project leaders should always prioritize the tasks depending on the overarching goal after that, consider terms of growth and where these projects rank. The projects that will provide you with the largest growth should be prioritized.

Understand Your Marketing Project Management Requirements 

Effective management of a marketing project is not possible until the team understands all of the project criteria. For example, the marketing team might begin a project only to discover that they lack everything required for a successful launch. This approach can lead to a significant waste of money and time. Agile project management is an excellent technique for quickly understanding project needs. It allows marketing teams to think rapidly and evaluate what is needed in a project. In addition, agile project management enables teams to make changes as they go.

Assess All Your Resources

Go through the resources and ensure that everything required is available for the marketing job. When reviewing resources, consider the talent on the marketing team, the present marketing budget, and the tools that will help speed up the marketing. These resources are critical for carrying out the marketing strategy. Then examine the aims of each marketing goal and make a list of the resources already available and what will be needed to attain the objectives.

Making a career in project management has never been this easy! Enroll in our Post Graduate Program in Project Management to get started today!

Marketing in project management enables marketing teams to organize and collaborate more effectively. Boost your digital-age project leader journey with our Project Management Certification course aligned with PMI-PMP® and IASSC-Lean Six Sigma. Enroll now!

Our Project Management Courses Duration And Fees

Project Management Courses typically range from a few weeks to several months, with fees varying based on program and institution.

Recommended Reads

An Introduction to Project Management: A Beginner’s Guide

Earning High PMP PDUs for Your PMP Certification

What is Agile Project Management?

Project Management Interview Guide

Scope of PMP® (Project Management Credential) across the world

What is Project Management?

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The Role of a Marketing Project Manager

  • 1.  An Introduction to Marketing Management

What does a marketing project manager do?

What types of projects do marketing project managers oversee, what are the different types of marketing project manager, what skills are important for a marketing project manager, what tools do marketing project managers use.

  • 3.  Building a Marketing Team
  • 4.  How To Create a Marketing Strategy
  • 5.  How to Create a Marketing Plan: Ultimate Guide
  • 6.  How To Build a Marketing Calendar
  • 7.  An Introduction to MarTech
  • 8.  Choosing Marketing Tools & Software
  • 9.  A Guide to Marketing Analytics
  • 10.  How To Create a Marketing Dashboard
  • 11.  Marketing Resource Management Guide
  • 12.  FAQs
  • 13.  Marketing Glossary

What Is a Marketing Project Manager?

A marketing project manager is a professional who handles the project management for marketing either internally or as an external agency, overseeing projects related to marketing campaigns. Marketing project managers supervise both the people working on marketing projects and the projects themselves.

Marketing project managers might oversee the launch of a product from start to finish, or manage a product kickoff event. While many marketers have roles and responsibilities related to products, events, and advertising, a marketing project manager is typically in charge of overseeing a sizable project or campaign with a specified beginning and end.

A growing field, the Bureau of Labor and Statistics predicts marketing management roles will grow faster than average , at a rate of 6% over the next decade. Moreover, the Project Management Institute (PMI) reports that there will be an increased need for project managers globally in the coming years, explaining that “across the globe, there’s a widening gap between employers’ need for skilled project management workers and the availability of professionals to fill those roles.” Based on that outlook, it might be the right time for you to jump into the field of marketing project management. 

Marketing project managers may work within larger organizations, or they can be brought in as contractors to manage one-off projects. Marketing project managers often employ standard project management techniques that can be used in other industries, but they must also have specific and intimate knowledge of marketing practices, tools, and channels.

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A marketing project manager oversees the marketing manager experience and leads a project from the initial brainstorming and research phase, straight through implementation or production, and on to debriefing and reporting. The marketing director and chief marketing officer will steer the overall vision for the marketing department , and the marketing project manager will carry out that vision on a granular level. Marketing project managers will therefore manage the team of marketers, vendors, and support staff involved in the project. 

From determining the scope of a project to overseeing market research on the target customers, marketing project managers typically begin their work early on in the project life cycle . As the project’s foundation is established, they will assign tasks, set deadlines for team members, and determine the project’s budget and resource allocation requirements — all while making adjustments over the course of the project’s duration. 

Marketing project managers also manage communication with stakeholders , both internally and externally, ensuring their team has the information and buy-in needed to get the project across the finish line. 

Project management for marketing usually involves overseeing a wide range of possible projects, but what types of projects do they typically work on and oversee? Here’s a selection of potential activities and projects marketing project managers might undertake: 

  • Working alongside the marketing director to create the company’s marketing strategy
  • Creating a content calendar for the company’s blog and social media accounts
  • Managing the production of television or YouTube commercials
  • Building and maintaining external vendor relationships
  • Creating project timelines and budgets 
  • Liaising with graphic designers to create print and digital advertisements
  • Commissioning freelancers to create blog or eBook content

<p>Deliver marketing projects with effortless collaboration<br></p>

Deliver marketing projects with effortless collaboration

<p>Deliver marketing projects with effortless collaboration<br></p>

Project management for marketing can include working in a variety of different roles and industries. The job scope of a marketing project manager can range from assisting external clients in a marketing agency to planning media campaigns within a corporate setting. Here are a few types of marketing project manager roles. 

Project manager in a marketing agency

Project management for a marketing agency involves making sure deliverables make it to the clients on time and within budget. That may involve shepherding any number of client projects through to completion, from a website redesign to a social media campaign. 

A project manager in a marketing agency will work with external clients, internal team members, freelancers, and vendors. Typical tasks of project management for a marketing agency will include meeting with clients, setting deadlines and assigning tasks, preparing the project budget, and clearing roadblocks. 

In-house marketing project manager

An in-house marketing project manager works for a company or group of companies to manage and coordinate projects that advance specific marketing strategies and goals. 

In-house marketing project managers liaise with internal creative and communications departments, as well as external vendors and freelancers. Depending on their area of focus, they can be tasked with stewarding any type of marketing project, from a product launch to a targeted email marketing campaign. 

Marketing program manager

A marketing program manager oversees a group of marketing projects simultaneously and tracks the success of that selection of projects against company goals like sales growth or customer retention. While the project managers work on specific tasks to drive their projects forward, the marketing program manager will use analytics and reported data regarding each campaign to ensure the marketing projects are helping the company reach its broader targets and objectives.

International marketing project manager

An international marketing project manager designs, plans, and coordinates marketing campaigns and projects abroad. They must be able to ascertain which international markets present the largest opportunity for profit, and they must design culturally appropriate campaigns. International marketing project managers often work directly with marketing teams in other countries and oversee vendors and freelancers in various locales.

Digital marketing project manager

A digital marketing project manager plans and oversees digital projects and campaigns designed to drive traffic to the company or product website and generate leads . They may commission eBooks, plan video campaigns, manage social media channels, and optimize the company website content by liaising with the creative, copywriting, and graphic design teams as part of the project marketing manager experience.

Further reading

How To Manage Marketing Projects Effectively

What It Means to Be a Digital Project Manager

Communications and organizational skills are high on the list of skills most managers need to succeed in their roles. However, project management for marketing also requires a host of other important skills in order to excel. 

  • Soft skills: Marketing project managers must have the following soft skills.  
  • Leadership: For a marketing project manager to succeed, they need to be able to lead their team members, encouraging and directing them, as well as anticipating their strengths and weaknesses. 
  • Communication: Communicating with team members, executive leadership, external stakeholders, vendors, and freelancers is an important skill for project management for marketing. 
  • Analytical: Because a marketing project manager has a role in planning a variety of campaign types, they need to be able to leverage marketing analytics and prioritize resources to maximize the outcome for their company or client. 
  • Marketing: While project manager roles utilize many of the same philosophies and concepts, project management for marketing will need a specific expertise in marketing itself to be able to manage a website redesign, plan a viral social media campaign, or launch a product.
  • Decision-making: The project marketing manager experience involves at least some high-pressure situations, and marketing project managers will be called upon to make informed decisions on a tight timeline. 
  • Technical skills: In addition to the soft skills mentioned above, marketing project managers should also have the following hard skills.
  • Resource allocation: Marketing resource management , the allocation of both human and budgetary resources, is critical to being a successful marketing project manager. This skill will allow for added agility and flexibility as obstacles or bottlenecks arise. 
  • Proficiency with project management tools: A host of project management software options, including Wrike, can help marketing project managers set deadlines, track resources, and ensure team member accountability. 
  • Ability to set deadlines: Deadline forecasting and management is an important skill for any marketing project manager to master, as they will often be in charge of many deadlines across several projects simultaneously.
  • Task management: Project management for marketing consists of tens or hundreds of specific tasks. The marketing project manager will need to manage and delegate these tasks effectively to ensure deadlines are met. 
  • Timeline planning: Planning the timeline of each project is a critical skill that a marketing project manager needs to hone, especially when they are forecasting multiple complex projects with time- and resource-dependent deadlines.

Do marketing project managers require specific qualifications?

Most companies or agencies hiring for the role of marketing project manager or marketing program manager will require a successful candidate to have earned a bachelor’s degree in marketing, communication, business, or management. Coursework in marketing is often considered essential, and experience with online platforms, website content management systems, and other marketing tools is important as well. 

  • Advanced degrees: A master’s degree in project management is an option for someone who is hoping to land a job in project management for marketing, as it can make a candidate stand out in a crowded field. 
  • Certifications: Many project managers gain additional knowledge with certifications in project management. The Project Management Professional (PMP) is the most popular project management certification, run by the Project Management Institute. There are quite a few others available as well, including: 
  • Associate in Project Management
  • Certified Associate in Project Management (CAPM)
  • Certified Project Director (CPD)
  • Certified Project Manager (IAPM)
  • Certified ScrumMaster (CSM)
  • CompTIA Project+ certification
  • PRINCE2 Foundation/PRINCE2 Practitioner
  • Master Project Manager (MPM)
  • Professional in Project Management (PPM)

What experience is needed to become a marketing project manager?

Depending on the specific role, a potential marketing project manager will need relevant professional experience and must be able to demonstrate competencies across a number of areas. Most companies and agencies will require between two and five years of marketing manager experience when considering a candidate. Employers will look highly at candidates who have worked their way up from entry-level marketing roles, which will give candidates an understanding of general marketing tasks and requirements.

Because project management for marketing involves overseeing many moving parts, as well as allocating resources, sticking to a budget, and meeting deadlines, project management software can be invaluable to their management success. 

A marketing project manager will ideally use project management software that can streamline marketing activities like organizing events, publishing content, and team collaboration. 

Marketing project management software like Wrike for Marketers enables 360-degree project visibility and allows marketers to quickly drill down on key details at a glance.

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Marketing Project Management: Definition, Process, Tips & More!

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Let’s be honest – running a marketing campaign is tough.

The chaos during the planning stage, the consequences of missing deliverables, the anxiety when a deadline is lingering upon you…and we could go on and on.

Well, it doesn’t have to be this way forever. There’s a way to bring order to all the madness that marketing campaigns bring with them – marketing project management!

You’ve probably heard of project management in industries like IT, architecture, and logistics, right? Imagine how great it would be to implement project management into marketing.

That’s what marketing project management is all about! When implemented in the right manner, it has the power to push your campaign to success. These stats prove just that:

  • Organized marketers are  397% more likely  to report success.
  • Marketers who plan projects are  four times more likely to be successful.
  • Project management challenges cost businesses $109 million  for every $1 billion invested.

The point is, with competition increasing every minute, it is essential for marketing teams to manage their marketing projects/campaigns in a more efficient manner.

So, without further ado, let’s learn more about this concept of marketing project management.

What’s Marketing Project Management?

Marketing project management refers to initiating, planning, executing, monitoring, and completing a marketing campaign. In short, it includes everything that’s necessary to meet the goals of the marketing campaign.

Two marketers working on their marketing campaign work

Also known as ‘project management in marketing, marketing project management puts all the different parts and processes of the marketing campaign in order and makes the entire workflow more balanced.

Marketing project management involves a few key things such as brainstorming, scheduling, budgeting, assigning the tasks, identifying KPIs, evaluating KPIs, and more.

Through solid marketing project management, your team will be able to complete campaign tasks more efficiently and communicate in a much better way.

Want to know a few more reasons why marketing project management is SO important? Read on!

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How Does Marketing Project Management Help Companies?

1. makes planning & execution easier.

The most important (and most tedious) stage of a marketing campaign is planning. A well-planned marketing campaign has a higher probability of being successful, compared to an unplanned campaign.

With a comprehensive project management system in place, you can take your marketing team from the planning stage to the execution stage with much more precision.

2. Tracking & Evaluating Campaigns

Your marketing campaigns need to be constantly evaluated in order to measure the progress, analyze returns on investment, and identify what’s working and what isn’t.

This task can get a little intimidating unless you have a solid project management system. After all, it gives you a birds’ eye view of your entire marketing campaign!

3. More Effective Collaboration

A sports team trains together, play together, and over time, they develop a better understanding of each other. They master their roles and responsibilities, which helps them get better results.

Similarly, the chemistry and communication between your marketing team members can be a game-changer. Good project management can help your team communicate effectively from the beginning till the end.

4. Better Cost Tracking

It goes without saying – every marketing campaign needs a substantial amount of money. To make sure that everything goes as planned, proper budgeting is essential.

Through marketing project management, you can track costs and document everything – which will help you avoid overspending and work as per the budget allocated.

5. Helps You Follow a Detailed Strategy

Marketing isn’t just about advertising your products to every individual on the planet. It is about following a detailed strategy for converting a potential customer to a loyal one.

If you want to improve your conversion rates, every little step that you take as a part of your marketing needs to be well calculated…and managing your marketing project helps you do just that.

Eager to manage a marketing project? We know you are. However, you first need to build the right foundations. Let’s explore the five stages of the marketing project management process.

Read more:  17 Marketing Terms You Must Be Aware Of!

The 5 Stages of Marketing Project Management

Stage 1: initiate.

If you execute this step well enough, everything else will automatically fall into place. The very first thing you need to do here is determine the business case.

Basically, present a compelling argument backed with data, which demonstrates why your organization’s resources and time should be allocated to this particular marketing campaign.

Once that’s done, craft a project charter that outlines the objective of your project, the stages, and the roles and responsibilities of every person involved.

No, this stage isn’t over yet! You now need to define the scope of your project aka the specific goals, deliverables, tasks, deadlines, and costs.

Make sure that every team member is aware of the project scope and what it entails. This would save you from a lot of headaches in the future.

Stage 2: Plan

Yay! Your project is all set to take off. Now, it’s time to start planning and building solid foundations to make sure that you are on the right track.

In this stage, there are four things you need to work on: buyer personas, creative brief, project plan, and a project timeline. Let’s explore them – one by one.

Buyer personas will give you an idea of who your audience is, what they want, and what they like. They will help you tailor your marketing campaign in a proper way.

In the creative brief, you need to map out all the crucial information such as the deliverables, the target audience of your campaign, and everything that you can use to achieve the campaign goals.

Now, it’s time to dive into the project logistics and create a project plan. This plan would include information such as the budgets, timings, quality control measures, and more.

A project timeline gives you an overview of the project’s deadlines and goals and helps you make sure that your project is moving at the right speed.

Once all these four elements are in place, you can conduct a kickoff meeting, and make sure that all the stakeholders agree on the objectives and desired outcomes.

In the kickoff meeting, all the documents that you created above will be finalized. It’s a really good opportunity to get off on the right foot and start the campaign on a positive note.

Stage 3: Execute

Now, walk your team through the entire process, and ensure that the project is moving according to the plan and objectives set in the previous two stages.

A lady working on the execution of her marketing campaign

Over the entire marketing campaign, your team will be producing a lot of marketing content. Make sure that everything that’s created is in line with the principles you stated previously. Keep the buyer personas in mind!

Most importantly, keep monitoring and assessing all the marketing collateral. If something doesn’t fit the scope of the campaign, cut it out.

Stage 4: Evaluate & Control

Keep a close eye on the campaign throughout its lifecycle, and make sure that it’s on track. The top management might ask you about the status of the campaign anytime, so create a project status report.

The status report should be up-to-date, accurate and should demonstrate the progress you’ve best. The best reports show that you’re being proactive and you’re doing everything according to the campaign goals.

Got any concerns? You can use the project report to address these concerns and have conversations about the project scope, marketing budget, and more.

Stage 5: Completion

Before you enjoy a celebratory drink, make sure that all the loose ends are tied up. Go through the marketing collateral, ensure that they’re in perfect condition and nothing needs to be done further.

Don’t go into this phase blindly. Build a project completion checklist as it will help you confirm that each and every aspect of your marketing project is complete.

Now that you’ve learned the entire process of marketing project management, here are some tips that will help you master the art. Dive right in!

Read more: 10 Best Project Planning Software List with Pricing!

8 Tips For Improving The Marketing Project Management Process

1. learn about your audience.

You obviously want your marketing campaign to succeed. The key is to align your goals to the goals of your audience. Find out who your audience is, what they care about, how you should reach them.

Interview your audience, understand their thought process, ask them what they’re looking for, reach out to them via social media and create content that’s relevant to them.

2. Keep Experimenting

Everyone in the marketing team is given a set of responsibilities, and sometimes, new ideas and experiments take a back seat. However, experimentation is the key to great marketing!

You should conduct brainstorming sessions regularly for your marketing team so that everyone can share their ideas and you can test out new strategies.

3. Set Up a Cross-Department Workflow

More often than not, marketing teams need to communicate across the design team, the product development team, the sales team, and so on.

To maintain seamless collaboration between the marketing team and other departments (and manage your marketing project effectively), you can set up a cross-department workflow.

A cross-department workflow will make it easier for all the teams to assign tasks, set deadlines, and request follow-ups. The result? Less chaos and more focus!

4. Make Content Development Your Priority

No matter which industry you’re a part of, informing and engaging your audience through content marketing would always be a part of your marketing strategy.

However, don’t just go about writing about anything and everything. If you actually want to build brand engagement and awareness, identify what your audience wants to learn, and write about it.

5. Have Standards in Place for Each Deliverable

For every deliverable, set up some pre-defined set of rules and standards. For instance, if you’re producing content, establish the word count, keywords, and tone in advance.

Some more standards can be: all the blog posts should include the company’s branding, all the content deliverables will have to go through the top management, etc.

6. Go With The SMART Approach

The SMART approach refers to setting goals that are specific (S), measurable (M), achievable (A), realistic (R), and time-oriented (T). It’s the best way to set solid goals!

Some examples of SMART goals are: increase the conversion rate from 3% to 6% in the next quarter, drive 5% more traffic through social media marketing, or increase monthly subscriptions by 6% in the next four months.

Truth be told, without SMART goals, your marketing campaign might lose its direction, and your team members might lose motivation when they see their efforts going to waste.

7. Follow The Agile Marketing Method

In the agile marketing approach, large complex projects are divided into smaller, manageable chunks/sprints. Then, the work produced under each sprint is reviewed and optimized with feedback.

This approach towards marketing boosts the output, reduces the delay, and makes sure that every aspect of the campaign is continuously evaluated and improved!

8. Examine The ROI of Your Campaigns

Knowing the returns that your marketing strategies are generating is important so that you can gauge which strategy is worth continuing, and which needs to be slashed down.

Without diving into marketing analytics, you would just be throwing darts in the dark! Also, while calculating the ROI, don’t forget to consider the time that you’ve invested, along with the monetary investment.

Wrapping Up

In the midst of the ever-changing deliverables and deadlines, marketing teams often forget the importance of marketing project management.

Remember: poor marketing project management can flatline a healthy business. It can create chaos – leading to low-quality work, unhappy employees, and missed deadlines!

That’s exactly why we wrote this blog, and we hope that it helps you tackle your marketing campaign better and achieve amazing results. Good luck, folks!

Further reads:

Management Report: What is it & How to Create it?

Feasibility Study: Definition, Types, Importance & Steps to Write!

Business Development Plan: What is it & How to Create a Perfect One?

SMART Marketing Objectives: What are they & How to Write them?

Agile Marketing: Definition, Benefits & Process!

Marketing Campaign Plan: What is it & How to Create it?

Management Plan: Definition, Benefits & How To Create One?

Burndown Charts: What Are They and How to Create Them?

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Personal Financial Statement: What is it & How to Create a Solid One?

10 Reminder Apps & Software to Help You Out!

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8 Simple Tips For Effective Marketing Project Management

Tips For Marketing Project Management

A lot of people mistake marketing project management for regular project management, but that’s not correct. There’s a fine line between both these disciplines. 

In general, project management involves planning, organizing, collaborating, implementing, and timely completion of certain tasks and goals for a campaign with minimum possible errors. On the other hand, marketing project management is a comprehensive management and development of a marketing campaign. Marketing project management involves providing guidelines to team members that help them have a clear idea of work how they are supposed to perform assigned work correctly and efficiently. 

What Is Marketing Project Management?

Marketing project management is a broader process as compared to traditional project management. Marketing project management is a comprehensive management and development of a marketing campaign wherein instructions are provided to team members so they can perform the campaign tasks with minimal errors and maximum efficiency, just like it is in any project. However, the metrics, the planning strategies and the speed at which things need to be implemented changes, which makes marketing project management all the more challenging. 

Elements That Separate Marketing Project Management From Regular Project Management 

Teams need to bring together different parts and processes to achieve successful marketing project management. Even though the essence of both project management and marketing project management is quite similar, two elements separate the two. 

These elements are – Research and Data.  

Research – Marketing project management tasks embrace the research part . The research could be done before the project starts, or it could be part of the project management plan. 

Data – Data is a crucial component of every marketing project. Data is accumulated to accredit that project has achieved its goals and to reaffirm that ROI of the marketing initiatives. 

If your marketing project management is missing one or both of these elements then it’s not a marketing project in all likelihood. 

Now that you know what marketing project management is, let us now move on to discuss how this process can help companies to increase productivity and cut down on wastage of time, money, and resources. 

“ Why use multiple tools to manage marketing projects? Switch NOW to ProofHub and get all the features you need, under one roof.”

The Benefits of Marketing Project Management To Businesses Are As Follows:  

A) revamped project overview.

Successful marketing campaigns adhere to the following different phases:

  • Project charter is created- Project charter, or Project Initiation Document (PID) outlines the project’s purpose and requirements.The project charter lays a solid foundation for defining project decisions to make sure they’re in sync with the organizational goals and objectives.
  • Project scope is defined- Defining project scope means you determine the project goals, constraints, deliverables, budget, and schedule. You also identify required resources to execute your plan. 
  • Project objectives are identified- Identifying project objectives will help your team stay on track because they know exactly what they’re working towards. Project objectives must be specific, measurable, and must meet quality, time, and budget constraints.
  • Right stakeholders are involved- Successful project managers involve the right stakeholders (who have the most influence in your project) in the initial phase of the project. 
  • Expectations are set- Setting clear expectations of project goals, deliverables, timelines, required resources, and budgets is the key to the success of your project. Creating a contingency plan for risks and potential hiccups will help keep all parties on the same page.
  • Create project tasks lists, setting task dependencies, and visualize tasks in a timeline view
  • Create your own timeline and have a visual representation of all tasks within your project and how they are interdependent on each other  
  • Make notes of available resources to keep your project on time, on budget
  • Make accurate cost estimates to forecast both the budget and the resources 
  • Assess potential risks, evaluate, and prioritize them, based on the severity of their impact and their possibility to occur
  • Execution- In this phase, deliverables are developed and completed. This is where all the plans are executed. It is important to maintain open communication during this phase for smooth operations. Depending on your project, regularly scheduling different types of meetings can be helpful throughout the course of your project.
  • Identifying and mitigating risks early
  • Track key performance indicators
  • Manage documentation
  • Know status
  • Control scope creep
  • Project Closure- The project closure phase represents the completed project. Project managers hold a “ project retrospect” meeting to evaluate accomplishments and identify what went wrong. They need to complete a final project budget and a project report, and store all project documents in a single, centralized location for future reference.  

By implementing state of the art marketing project management practices , marketing managers can  keep an eye on all the aspects of a project and their team. Not only this, they can bring all team members on the same page to coordinate effectively to achieve a common project goal. The best part is that they can get the help of technology to do all this. For instance, Further, they can use an award-winning team collaboration and project management software like ProofHub to easily plan their projects, collaborate with team members, and get their projects delivered on time. 

b) Improved Team Communication 

Communication is an irreplaceable aspect of marketing project management. Open communication between all parties involved in a project is the key to success and transparency. Thanks to advanced technology, we now have all modes (voice-only, video conferencing, texting, emails, phone calls, chat) of communication to connect with other team members. When you practice marketing project management, intra-team communication becomes easily accessible and reviewable to everyone for future reference.

This is again where a modern project management software like ProofHub can prove to be a blessing for teams. Using the Group Chat feature of ProofHub , you can have quick one-on-one and group chats with teams and clients, attach files, share documents, use emojis, and turn conversations faster and smarter. 

Here’s how an internal communication tool works to simplify communcation: 

  • Use chat to send direct messages and get quick replies, ask questions, and get answers instantly while working
  • Use emojis to use less words and express more 
  • Receive chat notifications for new messages on both desktop or mobile, and reply to them on the go
  • Know when someone has seen your messages and when they were last active on chat
  • Get access to chat history and easily find information shared in the past 

c) Increased Productivity And Better results  

Most importantly, by practicing marketing project management, businesses can eventually streamline their processes, and simplifying the way their teams function. As a combined result of all this, they can eventually get more productive teams and end up garnering better results.   

Here’s how ProofHub can help you achieve increased productivity without compromising the quality of your team’s work .

ProofHub Gives Managers Ultimate Control Over Teams And Projects 

Project managers need to stay in control of both projects and teams, and ProofHub gives them the right tools to do it. Here’s how project managers enjoy greater control without taking stress. 

  • Say goodbye to confusion and unorganization with ProofHub; it shows you a clear agenda for the day. You know what you are supposed to do at work, every morning. You can create your to-do lists, set recurring tasks and events, set automatic reminders, plan tasks and schedule, and other work for the day with the help of task management software and scheduling calendar
  • Kanban boards in ProofHub let you create your workflow with clearly defined stages. Teams have a clear understanding of how they need to proceed with their work 
  • A Gantt chart software makes it easy for project managers to easily plan projects, modify schedules, and visualize tasks in a timeline view. You get a clear picture of everything and take better decisions to avoid bottlenecks, manage resources efficiently and do a lot more.
  • ProofHub helps project managers and teams stay productive and accountable by providing an accurate record of how, where, and how much time they are spending on tasks. They can better manage your time and deliver projects within deadlines. 
  • ProofHub streamlines the feedback sharing process by letting teams clear feedback on files through an online proofing tool . Collaborate on designs and documents in real time, use markup tools to annotate files, review and add comments to share feedback at one place.
  • ProofHub mobile app   gives you flexibility to manage projects, teams, and clients from any place. You can manage teams, make decisions, approve work even when you are on the go. 
  • ProofHub helps in making internal communication within an organization more quicker with individual or group chats and discussions  
  • Minimal learning curve means all team members do not have to invest a lot of effort in learning to use the tool. It’s so easy-to-use that in no time your teams will find it integrated within their DNA . 
  • ProofHub provides you with authority to grant and restrict access levels to people who you want things to show or hide. With custom roles, private task lists, and IP restriction, things are always under your control

8 Tried And Tested Tips For Easier, Effective Marketing Project Management  

Though marketing project management undoubtedly benefits businesses in more ways than one, most marketing managers prefer to dedicate most of their time on marketing rather than managing day-to-day management aspects. 

However, things are quite different in the real world. Marketing projects can be done through various forms, like publishing blog posts to global product releases and collateral production. Marketing project managers have to handle them all effectively to yield desired results. They even need to use the latest team collaboration and marketing project management tools to organize and streamline things . 

This article lists some proven tips that can help you get the job done without getting overwhelmed by core management activities. 

1. Monitoring Work And Performance 

These days, marketing has become a numbers game. Every organization’s marketing efforts are measured in numbers. Therefore, it becomes vital to associate marketing work with monitoring performances, when and where possible. Revenue and brand awareness are direct results of various brand interactions. The results of marketing campaigns are sometimes visible whereas at other times these are not. You should be able to improve your marketing campaigns when you can evaluate the leads and revenue that your strategy generates. Hence focus on evaluating your marketing efforts. There are a number of tools that can help you in this regard. 

2. Keep your marketing data centralized, and secure 

Most marketing teams operate on multiple shared drives, Dropbox, and Google Drive accounts. Rather, they should be storing all marketing assets in a centralized location and use a digital asset management system for this purpose. Also known as DAM software, these storage systems can help teams work swiftly by quickly finding the files they need. Improved and efficient systems can even:

  • Tag images automatically
  • Convert images and videos files into different formats
  • Manage different versions 

Marketing professionals in some of the world’s largest companies are looking forward to storing and organizing all digital assets in a single platform to prevent content duplication. Integrated marketing operations software can offer useful features like the brand and creative project management. 

“Get a central place to share all your files, documents and more. Switch to ProofHub !”

3. Assess Your Resources Before Starting The Project 

Before you get started with your marketing project, it’s important to understand how you’ll be able to achieve your objectives. You’ll have to take into consideration crucial factors such as talent, tools, and budget into account. If you do not have adequate resources then how will you be able to execute your projects? Cutting down on the best projects just because you don’t have the required resources can prove to be a big mistake. It’s ideal for marketing project managers to plan optimal project management requirements first and then consider the available resources to make your project a reality. Include names of all those who’ll be a part of the project, the tools you’d need to do it, and the anticipated budget. 

4. Schedule Your Projects 

Your project schedule dictates what tasks need to be done when, by whom, with their start and end dates. You can make a good project schedule by asking yourself 5 W’s that are: 

  • Who (will do it?)
  • What (resources are required to make it happen?)
  • Where (which teams in which departments will be involved to make it happen?)
  • When (what is the timeline for projects and tasks)
  • Why (what is the main goal of the project?)

Creating and managing a good project schedule takes calculation, strategy, time, and collaboration. Always review the timeline with your team members and stakeholders at each milestone. Determine and manage your task dependencies to minimize risk and ensure each task can be completed successfully with minimum roadblocks. 

5. Keep Stakeholders Informed 

As much as 50% of marketing takes place outside the marketing department in many businesses. Sales representatives have the responsibility to convert leads into sales, and engineers are tasked to design products to satisfy the customers’ requirements. Support representatives create and build brand loyalty. As a consequence, marketers cannot perform their jobs without a comprehensive collaboration throughout the company. Promote and smoothen collaboration with marketing stakeholders by publishing marketing plans and results at regular intervals. It’s essential to build buy-in up front to motivate stakeholders to work with the marketing department to produce better results. 

6. Global Idea Backlog 

Innovation is requisite to great marketing, but you can’t hurry creativity. Just because you need a unique, progressive campaign idea doesn’t guarantee that you will have it. On the other hand, regular marketing ideas routinely fall by the wayside due to the reason that on any given day most marketing managers usually have more work to do than what they’re capable of. 

It’s always a good idea to keep a global backlog of marketing ideas, so that you keep track of the good ideas, and always working on the best ideas. Additionally, you can foster the creative power of your entire organization by motivating people outside of the marketing domain to give to the marketing idea backlog. A well-described product strategy is a way to realize your vision. You can complement the backlog with a roadmap to sketch an all-inclusive way you want to take your product on. 

7. Use Agile Methodology For Lofty Marketing Throughput 

Agile methodology is one of the latest marketing management approaches that is increasingly used by businesses across the globe for breaking projects into several stages and involving consistent collaboration with stakeholders as well as continuous improvement and iteration at every stage. 

When applied correctly, agile methodology can dramatically increase marketing output, cut down project delays, and enable continuous improvement. Agile marketing is a powerful tool, but it has to be used properly or else your agile team will constantly get bogged down in delays and bottlenecks. 

8. Lay Down Process Stages To Observe High Volume Processes 

The higher volume of marketing projects leads to marketing project management becoming the marketing process management. Whether it’s content creation, creative services, media production or online campaign execution, all of these scale into continuous & regular marketing process workflows as the marketing department propagates. 

After standardizing the handoffs and deliverables for these workflows, it is not necessary to track every individual task. Define clear process stages and monitor the flow of work by stage instead of tasks. Stage management allows you to detect bottlenecks, develop performance benchmarks, and balance workloads. 

Conclusion 

Are you ready to become an effective and result-oriented marketing project manager? I’m sure you are. You have to leverage the latest technologies to survive in today’s ultra-competitive market scenario. Use ProofHub to simplify even the most complex projects and improve team collaboration through 30 powerful features in one centralized location. Get started with a FREE trial , and then upgrade to a more powerful Ultimate Control plan priced reasonably at just $89 per month, billed annually . 

What is project management in marketing?

Project management involves planning, creating, executing, and completing certain tasks and goals to deliver a project successfully.

How do you organize a marketing project?

Organize your marketing project by choosing the highest priority project, explain its background with a creative brief, and defining the project’s requirements.

What is marketing?

Marketing is the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society.

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Marketing Project Management: The Ultimate Guide 2024

Marketing Project Management

Too consumed into chasing marketing timelines and delivering high-quality content?

Well, handling marketing projects can undeniably give you sleepless nights. Tight deadlines, back-and-forth feedback with changes, and last-minute scrambles can drain you from any enthusiasm or productivity at work.

But guess what? There’s something that can save the day!

A top-notch marketing project management planning and tracking system! Yes. A robust system can turn the tables for you and simplify your daily life comfortably. Working with a plan enables you to set crystal clear workflows, establish task responsibilities, and define task priorities right from the start. This helps deadline-driven marketing teams to kick off their projects successfully.

In this blog, we will look at what marketing project management is, its five phases, the key responsibilities of a marketing project manager, and much more.

What Is Marketing Project Management?

Marketing project management refers to planning, managing, and delivering marketing projects with ease. Examples of marketing projects include advertising, search engine optimization , email marketing , and social media marketing .

Handling such projects implies controlling how these projects will move forward right from their stage of initiation to closure. You may be required to manage tasks, resources, timelines, priorities, scope, quality, budget, and much more to attain the desired results.

What Are the Key Responsibilities of a Marketing Project Manager?

A marketing project manager leads the team to the finish line successfully. But this path is not free of pitfalls. It involves controlling the different elements or pillars of a project. Why? Because if even one element or pillar wobbles during project execution , your project stands at risk.

But what are these elements that come under the responsibility of a marketing project manager? Let’s take a look at them.

  • Project scope: The project scope defines the objectives, deliverables, or requirements that you and your team must accomplish for project success. A key responsibility of a project manager here is to ensure that your project stays within the scope and that the team does not start working on client requirements that are beyond the pre-defined scope.
  • Resources: While creating a project marketing plan, you also chart out the resources that you will need to complete the project. For this, you assess the resource availability and distribute them across various tasks. To optimally distribute them, analyze their productivity level first. Once done, you must clearly establish the results that you expect from them.
  • Timelines: Project management marketing relies on the timely delivery of expected outcomes. Thus, deadlines hold paramount importance. As a manager, you keep track of how projects are progressing. In case of any gaps, you adjust workflows accordingly and ensure that you deliver projects without the slightest delay.
  • Budget: Budgets literally run a project. Being in-charge of delivering a successful project, you control where you allocate funds for the project. People, equipment, materials – these are some of the areas where you need to allocate your budget towards. Thus, while running a project, you must ensure that the cost of utilizing these resources does not exceed the set budget at any stage.

5 Phases of the Marketing Project Management Process

Like any other project, marketing projects to follow a set pattern of working on tasks. Let’s look at the five project management process phases – Planning, Organizing, Execution, Control, and Delivery.

1. Planning

Your project marketing plan forms the foundation on which your marketing campaign or event will stand, survive, and thrive.

To start with, you create a product backlog to understand the reach, customer base, and reactions of the customers to the previous marketing campaigns, and learn about the factors that made them a success, failure or mediocre.

Here, you also define clear project goals and objectives. Goals are the long-term outcomes you wish to achieve as a company, like “Improving brand awareness” or “Increasing revenue.” Objectives are the short-term actions you take as a company, like “Launching a campaign” or “Getting over 1000 survey responses.”

Then, you develop a creative briefing after a detailed discussion with your team and prepare a requirement specification document. You now move on to the next phase – Organizing.

2. Organizing

This is arguably the most crucial stage of the project management process.

In this, you map out the following:

  • Project deliverables such as product campaigns or ads
  • Tasks required to complete the deliverables
  • Budget required to achieve the set results
  • Due dates for each task
  • Task prioritization

Here, you also delegate the tasks to team members and define the workflow that teams must follow for the timely completion of tasks.

Remember, in project management marketing, time is key. Thus, you and your team members must ensure strict adherence to timelines throughout the project.

3. Execution

Execution is the stage where the real work happens. The team works on allotted tasks, and managers monitor and track the entire process.

For smooth-sailing projects, ensure that workflows are clearly defined. This helps team members stay accountable and work on tasks as desired. Clear-cut workflows also ensure that team managers and leaders are able to track how projects are progressing and trace roadblocks if any.

Also, marketing team project management is incomplete without conducting routine meetings and discussions to evaluate the outcomes of an initial set of processes. So, during these meetings, everyone measures the progress and quality of work and makes strategy adjustments where necessary.

Project management in marketing involves a very rigorous process of controlling everyday activities. Merely setting the project schedule and asking everybody to follow it will not lead anywhere. Marketing trends are changing every day. There’s a new product or service launch every day.

So, how do you ensure that your product or service stays ahead and garners the attention it is seeking?

Yes! By adapting to the existing needs. And here is where project control comes into the picture.

As marketing managers, you hold regular market assessments. Do you need to mold your strategy? Do you need to re-arrange task priority as per the market need? These are some things you must consider.

Also, you need to keep a close watch on project workflows and processes. Making sure that all the activities are carried out as planned and any new updates are passed on to the entire team is a must.

So, create project status reports regularly to keep a close check on the progress. You can leverage the power of good marketing project management software , such as ProProfs Project, that offers actionable reports on project and team performance. Using the tool will enable you to centralize all your marketing data on one easy-to-access platform. 

This way, you can easily create project schedules, visualize projects, and stay on top of real-time progress effortlessly. You can even make quick adjustments to customize workflows on the go. Also, this eliminates juggling between different tools for project visualization, performance mapping, and team collaboration.

The best marketing project management software for your business will let you:

  • Extract data-driven reports on project status

Extract data-driven reports on project status

  • Collaborate with team members across teams and departments

Collaborate with team members

  • Set up advanced functionalities for tasks

Set up advanced functionalities

  • Automate client billing by tracking employee’s productive hours

Automate client billing

  • Get real-time alerts and notifications for project updates

real-time alerts

Here’s an example of ProProfs Project to help you gain a better understanding of how a tool can transform marketing project management and make handling everyday workflows a breeze.

make handling everyday workflows

In this image, you can see the Kanban board view. We have taken only two workflows to help you understand its functioning easily. So, here we have two tasks, i.e., one  within “ Open ” and one task within “ Complete .” The Kanban task cards hold information about the task title, its assigned users and followers, and the task due dates. The cards also clearly display the percentage of progress made within a task. Looking at this board, you can easily grasp where the project stands at a glance. And this is exactly the kind of ease we are referring to that comes with using a project management tool.

If you want a bird’s eye view of all your project’s tasks, you can switch to the Gantt chart with a single click. This is what a Gantt chart view will look like:

Gantt chart

This view also clearly states the tasks and subtasks of a project in the vertical sidebar. The horizontal bar charts next to the task titles indicate the timeframe of a task and also display the percentage of work completed within a task. Thus, workflows are clear and teams can achieve project success easily.

Thus, you can make project execution and control easier and take your projects to the finish line successfully using the right tool.

5. Delivery

In this phase, you finally deliver the project, keeping client feedback and suggestions into account.

Though it may seem like this step marks the end of the entire process, there can be many loose ends that you must tie up. These may be stakeholder sign-off, budgetary analysis, etc. This phase also requires you to capture lessons learned to execute better-performing projects in the future. 

So keep a tab of everything that worked well for your project or didn’t work well. This will enable you to analyze and implement lessons learned smoothly.

And here is where marketing program management comes to an end, at least until the next project!

Instill Project Management Skills and Responsibilities Into a Marketing Team

So, how do you instill project management skills and responsibilities into your marketing team? The question might send you off on a spree of no return! But don’t worry. We have collated some simple tips to incorporate into your project management practices . Take a look.

  • Include your team in every stage of the project. What is the purpose of the project? Why are you adjusting workflows halfway through the project? Answer these questions while managing your project. This helps team members work with greater purpose and responsibility toward the goal.
  • Set milestones. This will help you mark a key task as important and map overall project progress easily. It will also help team members track their efficiency.
  • Do not micromanage. Delegate tasks and keep track of their progress. If you feel a team member is lagging behind, then be patient and speak to the team member, asking them for an update. Help them in whatever way you can to extract their best potential.
  • Communicate regularly with team members. This gives them a better sense of accountability and ownership, leading to higher productivity and better-performing projects.

Integrate these tips and commence your next marketing project with a blazing start!

The Benefits of Effective Marketing Project Management

Wondering what results you can expect with project management for marketing? Here are some proven benefits of effective marketing project management.

  • Improved accountability & productivity: When task workflows and responsibilities are clearly defined, team members work with a sense of accountability. This also helps them be more productive with their everyday tasks.
  • Better control over processes: Project management for marketers survives on real-time visibility. This process visibility allows team members to spot gaps and take corrective measures to control how work moves forward.
  • Increased transparency into timelines, resource availability, etc.: Project managers must stay on top of scheduled timelines and resource availability. This enables them to accurately schedule future projects and optimally distribute resources.
  • Enhanced team collaboration: Marketing team project management sustains seamless team collaboration. With this, team members are able to discuss roadblocks instantly and work together to achieve a common goal.

Overall, effective marketing program management helps rule out chaos from your daily workflows and brings consistency and efficiency to your processes.

Lead Better Marketing Projects from Start to Finish

Marketing project management is not an easy feat. As a manager, you must keep up with everything that is going on within a project. A project’s tasks, resources, timelines, dependencies, priorities, and everything must be looked into with precise attention to detail.

Keep an eye out for any inconsistencies within the workflows because if even one crucial element slips through the cracks, you are in for potential project failure.

Also, here is where using reliable project management software comes into the picture. Using a tool to set schedules, delegate responsibilities, and monitor progress simplifies project management for marketers. It lets you analyze key project metrics and adjust workflows to suit existing needs.

So, support your project management practices with the right tool and kick off your project for sure-shot project management success !

Do you want a free Project Management Software?

David Miller

About the author

David miller.

David is a Project Management expert. He has been published in elearningindustry.com , simpleprogrammer.com . As a project planning and execution expert at ProProfs, he has offered a unique outlook on improving workflows and team efficiency. Connect with David for more engaging conversations on Twitter , LinkedIn , and Facebook .

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What Is Marketing Management? An Essential Introduction

ProjectManager

Table of Contents

What is marketing management, marketing management key elements, the 7 marketing management functions, marketing management roles, why is marketing management important.

  • ProjectManager & Marketing Management

Managing the resources, activities, costs and schedules required to successfully execute a marketing campaign can be hard, but it’s possible thanks to marketing management.

The marketing management process is used to streamline the job of a marketer and help them reach their customer base to respond quickly and accurately to their target customers’ demands.

In short, marketing management is the process of planning, executing, and tracking the marketing strategy of an organization. This includes the marketing plan , campaigns and tactics used to create and meet the demand of target customers to drive profitability.

To ensure you’re making the right decisions, market research is necessary to understand the marketplace and determine what needs are not being met, or how to exploit opportunities that are currently not being served. Market research includes competitive research, key demographics, pricing and the best promotions for attracting customers.

marketing in project management

Get your free

Marketing Plan Template

Use this free Marketing Plan Template for Word to manage your projects better.

To better understand how marketing management is accomplished, it’s necessary to know the key concepts that make up the discipline. Here’s an overview of the elements that build the marketing framework of a business.

Marketing Mix

Marketing revolves around what’s called the four Ps:

The four Ps are the marketing mix that holds up any marketing plan. If you follow them, you combine the soft science of psychology with hard physical factors to influence customers. Psychological elements unearth what the customer wants and influence their buying habits to select your product or service. Physical factors make your product or service better, such as streamlining your channel of distribution or improving the product’s quality .

Marketing Strategy

A marketing strategy is a long-term plan that defines how a company will approach its customers, including the aspects of the marketing functions such as market research, branding, distribution channels, advertising and pricing. A marketing strategy is a high-level view that encompasses the marketing plan, budget and campaigns. It’s advisable to use a mix of pull and push marketing strategies.

Marketing Plan

A marketing plan is a document that outlines the overall marketing strategy of a company. It explains in further detail how that marketing strategy will be executed. It also includes the marketing budget that will cover the costs of these activities. Our marketing plan template is ideal to get started.

Marketing Budget

A marketing budget describes the amount of money needed to cover the marketing activities of a company. It’s important to do a thorough cost estimation of those activities such as advertising before defining a budget to avoid cost overruns in your marketing campaigns. Our marketing budget template is a great tool to kickstart the marketing budgeting process.

Marketing Campaign

A marketing campaign is a set of activities or tactics that go into a marketing plan. There can be different types of marketing campaigns with varying scopes and budgets. A marketing campaign can be developed to promote a corporation, brand or simply a product.

A marketing campaign can be made up of a mix of any of these marketing activities. These are just some examples of the marketing tactics you can use.

  • Digital Marketing: The term digital marketing refers to an umbrella of activities such as content marketing, social media marketing, SEO, and SEM. These digital marketing areas rely on data analysis and metrics to gauge success.
  • Paid Advertising: This is any advertising you pay for, such as print media or digital placement, which can include PPC (pay per click).
  • Email Marketing: A component of digital marketing, email marketing, as the name suggests involves engaging potential customers by sending emails at scale and doing A/B testing.
  • Account-based Marketing: Account-based marketing is a type of marketing strategy in which marketing and sales departments jointly identify high-value accounts to launch personalized marketing efforts.
  • Cause Marketing: Link your good or service to an issue or social cause to resonate with your target audience.
  • Relationship Marketing: Build a relationship with your customer and enhance those existing relationships to build and improve brand loyalty.
  • Undercover Marketing: A stealth approach, where consumers aren’t aware that they’re being marketed to.
  • Word of Mouth: One of the most important marketing strategies, but a hard one. That’s because it relies on people giving positive impressions of your good or service, which builds sales and loyalty.
  • Internet Marketing: Create a content strategy to use the internet and other digital platforms to advertise your goods or services.
  • Transactional Marketing: Use coupons, discounts and events to facilitate sales and attract your target audience through promotions.
  • Diversity Marketing: When you have a wide range of consumers, you need to diversify your marketing in order to respect cultural and religious views.

Project management software can help you organize your research and build effective marketing plans. ProjectManager lets you plan and collaborate in multiple project views like the Gantt chart, task list, calendar or kanban board. Try it free today.

kanban board in projectmanager

The seven marketing functions are the pillars of marketing management. That’s because these are seven key areas that group all marketing management activities. Handling all these seven areas can be overwhelming, that’s why it’s suggested to use project management tools for marketing .

1. Promotion

Refers to all the marketing activities that promote brand awareness. Promotion can be focused on a brand or a single product or service. There are many types of promotion such as digital advertising, content marketing, PR and events. Making a creative brief is a good way of putting together your promotion efforts.

Marketing and sales are closely related. Typically, marketing departments build a marketing funnel strategy that generates leads and sales for an organization. It’s then important to keep a marketing calendar and customer relationship management (CRM) system in place to maintain profitable relationships with customers.

3. Product Management

Marketing management also involves working closely with product management departments. Both teams must give each other feedback to develop a product that meets both the company’s and customers’ requirements. Product development teams are concerned with the functional aspects of the product as well as keeping costs down, while marketing managers must provide guidance to develop products that are tailored to the target customer’s needs.

Marketing management professionals must develop a pricing structure for a business. There are several factors involved in the pricing decision-making process such as demand planning, costs and the brand’s competitive landscape.

5. Market Research

Market research is the process of analyzing customer data such as demographic information to develop a marketing strategy that satisfies their needs. Market research will allow you to understand the buying behavior of your target audience, and from there, you can figure out what the most appropriate marketing strategy is to reach your target customers.

6. Financing & Budgeting

Securing financing, estimating costs and creating a marketing budget are important areas of marketing management. Without financing and budgeting, marketing strategies can’t be executed.

7. Distribution

Deciding which are the best distribution channels to sell your product is a critical part of marketing management. You can choose a brick-and-mortar location, online channels or a hybrid model.

This free marketing plan template for Word helps you define your target market, describe the marketing efforts of your team, set goals and establish KPIs to measure the success of your strategies.

marketing plan template

Now that we’ve learned about the elements that make up the marketing management discipline, let’s review two of the most important roles in marketing management, the marketing manager and director of marketing.

Marketing Manager

A marketing manager is the leader of a marketing department. It might be referred to as “head of marketing” or similar titles, but the responsibilities are essentially the same. A marketing manager is in charge of overseeing the campaigns and tactics that are taken to apply the marketing strategy that’s been defined by a company.

VP of Marketing

This role is mostly seen in larger companies. The VP of marketing is the liaison between the CMO or leadership team and the marketing, sales and other departments. Its main responsibility is to make sure the marketing strategy of the company is correctly applied throughout the organization.

Chief Marketing Officer (CMO)

A chief marketing officer (CMO) is an executive who’s responsible for developing a marketing strategy that achieves the business goals of an organization from a high-level view.To do so, they collaborate with other executives and multiple teams to understand what are the strengths, weaknesses, opportunities and threats of an organization.

Once the CMO and the leadership team define a marketing strategy, then the CMO will collaborate with the VP of marketing or marketing director to develop a marketing plan that’s actionable.

Some might feel dismissive about marketing. There’s a reason why marketing budgets are often the first to get cut when a company is in a financial downturn. If you’re honest with yourself, however, you’ll realize how marketing has influenced what you buy. In reality, marketing does work and advertising can be incredibly persuasive.

Of course, your organization isn’t the only one that knows this. Your competitors likely have marketing management processes in place and are looking to take your market share. That’s another reason why marketing management is important; you need to stay competitive. Complacency is the death knell for any business.

Marketing management is relevant to both small and large/established businesses. It can drive success by opening up avenues that best reach your customers. That’s how you grow sales. Plus, engaging positively with your audience is how you build a brand strategy. The data you collect allows you to analyze your target customers (and their buying habits) to tweak your marketing plan and make it even more effective.

Free Marketing Management Templates

Marketing management involves overseeing many activities at once. To help you with this process, we’ve created blogs, guides and free marketing templates like these.

  • Creative Brief Template
  • Marketing Budget Template
  • Marketing Campaign Template
  • Marketing Calendar Template

ProjectManager & Marketing Management

Marketing management involves creating and implementing a marketing plan. That means creating tasks, as well as monitoring and tracking the progress of your marketing strategy as it unfolds. ProjectManager is work management software that delivers the real-time data needed to make insightful decisions.

Keep Teams in the Loop

The marketing team answers to executives in the company, who want to stay updated on the campaign. Our tool has multiple project views that give managers and teams the tools they need to monitor their work. For example, ProjectManager’s Gantt charts turn marketing plans into a visual timeline, where everyone can see the progress. As the marketing plan is implemented, managers get real-time data.

ProjectManager's Gantt chart with task info

Monitor Progress in Real-Time

Use ProjectManager’s live dashboard to capture status updates and automatically calculate metrics, which are displayed in easy-to-read charts and graphs. For deeper insights, create one-click reports on time, cost and workload. They can be filtered to show only the data you want.

ProjectManager’s dashboard view, which shows six key metrics on a project

Manage Multiple Plans at Once

Most marketing pushes involve more than one campaign. ProjectManager’s portfolio management features give you an overview of all the projects you’re working on so you can find synergies and share resources to streamline costs. We help you plan, organize and execute your marketing management from start to finish.

ProjectManager's portfolio view

ProjectManager is award-winning software that gives marketers the tools they need to manage their campaigns and advertising pushes. Automated notifications keep everyone on the same page, while our collaborative platform helps teams work better together. Get more out of your marketing strategies by trying ProjectManager free today.

Click here to browse ProjectManager's free templates

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marketing in project management

20 Best Marketing Project Management Tools to Empower Your Team

Project management tools are fundamental for the success of any marketing team or agency.

In this comprehensive guide, we dive into the world of project management software tailored specifically for marketing professionals.

From versatile platforms like Wrike and Asana to specialized tools such as CoSchedule and Percolate, we explore the top solutions designed to streamline workflows, enhance collaboration, and drive marketing campaign success.

If you’re seeking task management, real-time project tracking, and robust collaboration features, this guide covers it all.

Let’s dive in!

Best marketing project management tools

Wrike is a versatile project management tool designed to streamline project workflows for marketing teams. With a robust set of features for task management, collaboration, and real-time project tracking, Wrike stands out as one of the best marketing project management tools available.

Seamless Task Management: Wrike offers intuitive task management capabilities that empower marketing teams to organize, prioritize, and track tasks effortlessly. From campaign planning to content creation and distribution, Wrike’s task management tools ensure that every aspect of your marketing projects stays on track.

Collaborative Workspace: Wrike provides a collaborative workspace where marketing teams can brainstorm ideas, share feedback, and collaborate in real-time. With features like @mentions, comments, and file sharing, Wrike fosters seamless communication and collaboration among team members, regardless of their location.

Real-time Project Tracking: With Wrike’s real-time project tracking features, marketing teams can monitor project progress, identify bottlenecks, and make data-driven decisions to ensure timely project delivery. From customizable dashboards to interactive reports, Wrike provides the visibility and insights needed to optimize marketing campaigns and maximize ROI.

Standout Features & Integrations:

Customizable Workflows: Wrike offers customizable workflows that can be tailored to fit the unique needs of marketing projects. Whether you’re managing a product launch, event campaign, or social media strategy, Wrike’s flexible workflow options allow you to adapt and evolve as your marketing initiatives grow.

Seamless Integrations: Wrike integrates seamlessly with a wide range of marketing tools and platforms, including Adobe Creative Cloud, Google Analytics, Salesforce, and more. By connecting Wrike with your existing marketing stack, you can streamline workflows, eliminate silos, and create a unified ecosystem for your marketing efforts.

Comprehensive Support and Training: Wrike provides comprehensive support and training resources to help marketing teams get up to speed quickly and maximize their productivity. From onboarding assistance to ongoing support, Wrike’s dedicated customer success team is there to ensure that you get the most out of the platform.

Asana is a popular project management tool renowned for its user-friendly interface, robust task management features, and seamless collaboration capabilities, making it a top choice among marketing teams seeking efficient project management solutions.

User-Friendly Interface: Asana boasts an intuitive and visually appealing interface that makes project management a breeze for marketing teams of all sizes. With its simple layout and easy-to-navigate design, Asana allows users to quickly create tasks, assign responsibilities, and track progress with minimal training required.

Efficient Task Management: Asana offers powerful task management features that enable marketing teams to stay organized and productive. From creating tasks and setting due dates to assigning priorities and adding dependencies, Asana provides all the tools needed to manage marketing projects effectively and ensure timely delivery.

Seamless Collaboration: With features like task comments, file attachments, and team calendars, Asana facilitates seamless collaboration among marketing team members, both within and across departments. Whether brainstorming campaign ideas or sharing feedback on creative assets, Asana’s collaboration tools help foster teamwork and drive project success.

Project Templates: Asana offers a variety of project templates tailored specifically for marketing teams, including templates for campaign planning, content calendars, and event management. These templates provide a convenient starting point for marketing projects, saving time and ensuring consistency across initiatives.

Integration Ecosystem: Asana seamlessly integrates with a wide range of third-party tools and platforms commonly used by marketing teams, such as Google Drive, Dropbox, Slack, and HubSpot. By connecting Asana with your favorite marketing tools, you can streamline workflows, eliminate silos, and create a centralized hub for all your project-related activities.

Advanced Reporting: Asana offers robust reporting capabilities that provide marketing teams with valuable insights into project performance and team productivity. From task completion rates to project timelines and resource allocation, Asana’s reporting tools empower marketing teams to make data-driven decisions and optimize their workflows for maximum efficiency.

Monday.com:

Monday.com stands out as a comprehensive work operating system that offers robust project planning, task tracking, and team collaboration features, making it a top contender among marketing project management tools.

Why Monday.com?

Intuitive Interface: Monday.com boasts an intuitive and visually appealing interface that simplifies project management for marketing teams. With customizable boards, columns, and widgets, Monday.com allows users to create tailored workflows that suit their unique project requirements, enhancing productivity and collaboration.

Flexible Task Tracking: Monday.com offers flexible task tracking features that enable marketing teams to manage projects of any size or complexity with ease. Whether tracking campaign milestones, content creation deadlines, or resource allocations, Monday.com provides customizable views and automation options to keep projects on track and on schedule.

Powerful Collaboration Tools: With features like @mentions, file sharing, and real-time updates, Monday.com facilitates seamless collaboration among marketing team members, regardless of their location or time zone. By centralizing communication and feedback within the platform, Monday.com helps teams stay aligned and focused on achieving their goals.

Workflow Automation: Monday.com offers robust workflow automation capabilities that streamline repetitive tasks and workflows, saving marketing teams time and effort. From automating task assignments and notifications to creating custom automations based on specific triggers and conditions, Monday.com empowers teams to work smarter, not harder.

Extensive Integrations: Monday.com integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Google Workspace, Microsoft Office 365, Slack, and Adobe Creative Cloud. By connecting Monday.com with your favorite marketing tools, you can create a unified ecosystem that enhances collaboration and efficiency across your projects.

Advanced Reporting and Analytics: Monday.com provides advanced reporting and analytics features that offer valuable insights into project performance, team productivity, and resource utilization. From customizable dashboards to real-time analytics, Monday.com enables marketing teams to track KPIs, identify trends, and make data-driven decisions to optimize their workflows and achieve better results.

Trello is a highly visual and collaborative project management tool that utilizes boards, lists, and cards to facilitate simple project management and task tracking, making it a popular choice among marketing teams seeking a user-friendly and intuitive solution.

Why Trello?

Visual Organization for Marketing Projects: Trello’s visual interface allows marketing teams to organize tasks and projects using boards, lists, and cards, providing a clear and intuitive way to manage workflow stages and track progress. This makes Trello one of the best marketing project management tools for teams who value simplicity and visual clarity.

Flexible Task Management for Marketing Initiatives: Trello offers flexible task management features that enable marketing teams to create, assign, and prioritize tasks related to various marketing campaigns, content creation, and promotional activities. Each task card can contain detailed information, attachments, checklists, and due dates, allowing team members to collaborate and track progress effectively.

Collaboration Made Easy Across Marketing Teams: Trello facilitates collaboration among marketing team members through features like comments, @mentions, and file attachments on task cards. This enhances communication and collaboration within marketing agencies, ensuring that everyone stays aligned with project goals and deadlines.

Standout Features & Integrations for Marketing Agency Projects:

Power-Ups Tailored for Marketing Workflows: Trello offers a variety of Power-Ups, including calendar sync, time tracking, and custom fields, which are particularly beneficial for marketing agency project management. These integrations enhance Trello’s functionality, allowing marketing teams to customize their boards and streamline their workflows efficiently.

Template Gallery for Marketing Projects: Trello provides a template gallery featuring pre-made board templates designed specifically for marketing project management. From content calendars to campaign planning boards, Trello’s template gallery offers a convenient starting point for marketing agencies looking to standardize their project processes and workflows.

Mobile App for Marketing Teams on the Go: Trello offers a mobile app for iOS and Android devices, enabling marketing teams to access their boards and tasks remotely. This ensures that marketing agency projects stay on track, even when team members are working from different locations or on the move.

ClickUp is a dynamic productivity platform that offers customizable project management features tailored for marketing teams, including tasks, goals, and timelines. As one of the best marketing project management tools, ClickUp provides a comprehensive solution for managing marketing initiatives with precision and efficiency.

Why ClickUp?

Tailored Project Management for Marketing Teams: ClickUp understands the unique needs of marketing teams and provides customizable project management features that allow users to tailor their workflows to suit specific marketing projects. With customizable tasks, goals, and timelines, ClickUp ensures that marketing agencies can efficiently manage their campaigns, content creation, and promotional activities.

Versatile Task Management: ClickUp offers versatile task management capabilities that enable marketing teams to create, assign, and track tasks with ease. From campaign planning to content production and social media management, ClickUp’s flexible task management features empower marketing professionals to stay organized and focused on achieving their project goals.

Streamlined Collaboration: ClickUp fosters streamlined collaboration among marketing team members with features like task comments, file attachments, and real-time updates. By centralizing communication and feedback within the platform, ClickUp ensures that marketing agencies can collaborate effectively and drive project success.

Customizable Workflows: ClickUp provides customizable workflows that allow marketing teams to create workflows tailored to their specific project needs. Whether managing a product launch, event campaign, or email marketing strategy, ClickUp’s flexible workflow options enable marketing agencies to adapt and evolve their processes as their projects evolve.

Extensive Integrations: ClickUp integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Google Workspace, Slack, HubSpot, and Adobe Creative Cloud. By connecting ClickUp with their favorite marketing tools, agencies can streamline their workflows, eliminate silos, and create a unified ecosystem for their marketing efforts.

Comprehensive Reporting and Analytics: ClickUp offers comprehensive reporting and analytics features that provide marketing teams with valuable insights into project performance, team productivity, and resource utilization. From customizable dashboards to real-time analytics, ClickUp enables marketing agencies to track KPIs, identify trends, and make data-driven decisions to optimize their workflows and achieve better results.

Smartsheet:

Smartsheet is a versatile work management and automation platform that offers project tracking, collaboration, and reporting capabilities, making it a top choice among marketing teams seeking robust project management software.

Why Smartsheet?

Comprehensive Project Management for Marketing Teams: Smartsheet provides comprehensive project management features designed to meet the specific needs of marketing teams. With tools for project tracking, collaboration, and reporting, Smartsheet empowers marketing professionals to plan, execute, and monitor their campaigns with precision and efficiency.

Flexible Task Management: Smartsheet offers flexible task management capabilities that enable marketing teams to create, assign, and track tasks across multiple projects and campaigns. With customizable task lists, Gantt charts, and kanban boards, Smartsheet allows marketers to organize their work in a way that best suits their workflow and project requirements.

Enhanced Collaboration and Communication: Smartsheet facilitates enhanced collaboration and communication among marketing team members through features like comments, attachments, and automated notifications. By providing a centralized platform for sharing updates, feedback, and files, Smartsheet helps marketing agencies stay aligned and focused on achieving their project goals.

Automated Workflows: Smartsheet offers powerful automation capabilities that allow marketing teams to streamline repetitive tasks and workflows. From automated notifications and reminders to conditional formatting and approval workflows, Smartsheet helps marketing professionals save time and reduce manual effort, enabling them to focus on high-value activities.

Robust Integrations: Smartsheet integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Google Workspace, Microsoft Office 365, Slack, and Salesforce. By connecting Smartsheet with their favorite marketing tools, agencies can create a unified ecosystem that enhances collaboration, productivity, and efficiency across their projects.

Advanced Reporting and Analytics: Smartsheet provides advanced reporting and analytics features that offer valuable insights into project performance, team productivity, and resource utilization. With customizable dashboards, charts, and reports, Smartsheet enables marketing teams to track KPIs, identify trends, and make data-driven decisions to optimize their workflows and achieve better results.

Basecamp is a simple yet effective project management tool that offers to-do lists, file sharing, messaging, and more, making it a popular choice among marketing teams seeking a straightforward solution for managing their projects.

Why Basecamp?

Effortless Project Management: Basecamp simplifies project management for marketing teams with its user-friendly interface and intuitive features. With to-do lists, file sharing, messaging, and scheduling tools, Basecamp provides everything marketers need to stay organized and focused on their project goals.

Centralized Communication: Basecamp centralizes communication among marketing team members with features like message boards and real-time chat. By providing a single platform for team communication, Basecamp ensures that everyone stays informed and aligned with project updates and discussions.

Easy File Sharing and Collaboration: Basecamp streamlines file sharing and collaboration with its built-in document storage and sharing capabilities. Marketing teams can upload, store, and share files directly within Basecamp, eliminating the need for separate file-sharing tools and ensuring that everyone has access to the latest project assets and resources.

Seamless Integration with Email: Basecamp seamlessly integrates with email, allowing marketing teams to send messages and notifications directly from their inbox. This integration makes it easy to stay connected and engaged with project updates and discussions, even when team members are not actively using the Basecamp platform.

Third-Party Integrations: While Basecamp does not offer as many integrations as some other project management tools, it does provide integrations with popular third-party tools like Google Drive, Dropbox, and Slack. These integrations enhance Basecamp’s functionality and enable marketing teams to streamline their workflows by connecting Basecamp with their favorite marketing tools.

Comprehensive Support and Training: Basecamp offers comprehensive support and training resources to help marketing teams get up to speed quickly and maximize their productivity. From help articles and video tutorials to live chat support, Basecamp’s dedicated support team ensures that users have the assistance they need to succeed with the platform.

Airtable is a flexible and collaborative database tool that can be adapted for various project management needs, making it a valuable asset for marketing teams seeking customizable solutions.

Why Airtable?

Adaptability for Marketing Projects: Airtable’s flexible structure allows marketing teams to design custom databases and workflows tailored to their specific project management needs. Whether managing campaign assets, tracking leads, or organizing content calendars, Airtable provides the flexibility to create a system that fits the unique requirements of marketing projects.

Visual Collaboration with Boards, Lists, and Cards: Airtable offers a visual approach to project management with features like boards, lists, and cards, similar to Trello. This visual organization makes it easy for marketing teams to track tasks, assign responsibilities, and collaborate in real-time, ensuring that everyone stays aligned and focused on project goals.

Customizable Database Fields and Views: Airtable allows users to customize database fields and views to capture the information relevant to their marketing projects. From text fields and dropdown menus to attachments and checkboxes, Airtable provides the flexibility to create a database structure that meets the specific needs of marketing teams.

Extensive Template Gallery: Airtable offers an extensive template gallery with pre-built templates for various use cases, including marketing project management. From content calendars to social media planning and campaign tracking, Airtable’s template gallery provides a starting point for marketing teams looking to streamline their workflows.

Powerful Integrations: Airtable integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Slack, Google Workspace, and Zapier. By connecting Airtable with their favorite marketing tools, teams can streamline their workflows, automate repetitive tasks, and enhance collaboration across projects.

Collaborative Database Sharing: Airtable allows marketing teams to share their databases with internal and external stakeholders, enabling seamless collaboration and feedback. With customizable permissions and sharing settings, teams can control who has access to their databases, ensuring that sensitive information remains secure while still fostering collaboration.

Teamwork is a comprehensive project management and team collaboration tool designed specifically for marketing teams, offering features like task management, time tracking, and document sharing to streamline project workflows.

Why Teamwork?

Tailored for marketing teams: Teamwork understands the unique needs of marketing teams and provides specialized features to support their project management processes. From campaign planning to content creation and social media management, Teamwork offers tools and functionalities designed to enhance productivity and collaboration within marketing agencies.

Robust task management: Teamwork offers robust task management features that enable marketing teams to create, assign, and track tasks across various projects and campaigns. With customizable task lists, deadlines, and priorities, Teamwork ensures that marketing professionals can stay organized and focused on achieving their project goals.

Efficient time tracking: Teamwork includes built-in time tracking functionality that allows marketing teams to track the time spent on different tasks and projects accurately. By monitoring time allocations and resource usage, Teamwork helps marketing agencies optimize their workflows and ensure that projects are completed on time and within budget.

Standout features & integrations:

Interactive Gantt charts: Teamwork offers interactive Gantt charts that provide visual timelines of project tasks and dependencies. Marketing teams can use Gantt charts to plan and schedule their projects effectively, identify potential bottlenecks, and make adjustments as needed to ensure project success.

Seamless document sharing and collaboration: Teamwork provides seamless document sharing and collaboration features that allow marketing teams to centralize project documents and assets in one location. With file sharing, version control, and commenting capabilities, Teamwork ensures that everyone has access to the latest project resources and can collaborate efficiently.

Integration ecosystem: Teamwork integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Google Drive, Dropbox, and Slack. By connecting Teamwork with their favorite marketing tools, agencies can streamline their workflows, eliminate silos, and create a unified ecosystem for their project management needs.

CoSchedule:

CoSchedule is a marketing project management and content calendar tool designed specifically to meet the needs of marketing teams. Offering features tailored for marketing workflows, CoSchedule helps teams plan, execute, and analyze their marketing efforts effectively.

Why CoSchedule?

Tailored for marketing project management: CoSchedule understands the intricacies of marketing projects and provides specialized features to streamline project management workflows. From campaign planning to content creation and social media scheduling, CoSchedule offers tools and functionalities designed to enhance collaboration and productivity within marketing teams.

Comprehensive content calendar: CoSchedule provides a comprehensive content calendar that allows marketing teams to plan and schedule their content with ease. With customizable views, drag-and-drop functionality, and built-in templates, CoSchedule helps marketers visualize their content strategy and ensure that content is delivered consistently across all channels.

Integrated marketing workflows: CoSchedule integrates seamlessly with popular marketing tools and platforms, such as WordPress, Mailchimp, and Google Analytics. By connecting CoSchedule with their existing marketing stack, teams can streamline their workflows, automate repetitive tasks, and gain valuable insights into their marketing performance.

Social media scheduling: CoSchedule offers robust social media scheduling features that allow marketing teams to plan and publish social media posts directly from the platform. With features like post previews, link shortening, and bulk scheduling, CoSchedule helps marketers save time and maintain a consistent social media presence.

Marketing analytics: CoSchedule provides built-in analytics and reporting features that enable marketing teams to track the performance of their campaigns and content. From social media engagement metrics to website traffic and conversion data, CoSchedule helps marketers measure the effectiveness of their marketing efforts and make data-driven decisions to optimize their strategies.

Collaborative workflow management: CoSchedule facilitates collaborative workflow management with features like task assignments, comments, and approval workflows. By centralizing communication and feedback within the platform, CoSchedule ensures that everyone stays aligned with project goals and deadlines, driving efficiency and accountability within marketing teams.

Workamajig:

Workamajig is a comprehensive project management tool tailored specifically for creative and marketing agencies, providing a suite of features designed to streamline project workflows and maximize team collaboration.

Why Workamajig?

Tailored for creative and marketing agencies: Workamajig understands the unique needs of creative and marketing agencies and provides specialized features to support their project management processes. From project planning to resource management and client collaboration, Workamajig offers tools and functionalities tailored to the needs of creative professionals.

Robust project planning and tracking: Workamajig offers robust project planning and tracking features that enable agencies to manage projects of any size or complexity with ease. With tools for task assignment, time tracking, and budget management, Workamajig helps agencies stay organized and on track throughout the project lifecycle.

Resource management and scheduling: Workamajig includes features for resource management and scheduling, allowing agencies to allocate resources efficiently and ensure that projects are staffed appropriately. With tools for resource forecasting, capacity planning, and scheduling, Workamajig helps agencies optimize resource utilization and maximize productivity.

Client collaboration portals: Workamajig provides client collaboration portals that allow agencies to collaborate with clients in a centralized and organized manner. From project approvals to feedback collection and file sharing, client portals streamline communication and ensure that clients are kept informed and engaged throughout the project lifecycle.

Integrated financial management: Workamajig offers integrated financial management features that allow agencies to track project budgets, expenses, and profitability in real-time. With tools for budget tracking, invoicing, and financial reporting, Workamajig helps agencies monitor project financials and make data-driven decisions to optimize profitability.

Seamless integrations with industry tools: Workamajig integrates seamlessly with a wide range of industry tools commonly used by creative and marketing agencies, including Adobe Creative Cloud, Slack, and QuickBooks. By connecting Workamajig with their favorite tools, agencies can streamline their workflows, eliminate duplicate data entry, and create a unified ecosystem for their project management needs.

Scoro is an all-in-one business management software that includes project management, CRM, and billing functionalities, making it suitable for marketing teams seeking a comprehensive solution to manage their projects and client relationships effectively.

Comprehensive business management capabilities: Scoro provides comprehensive business management features, including project management, CRM, and billing functionalities, all in one integrated platform. This makes it a versatile solution for marketing teams looking to streamline their workflows and consolidate their tools.

Robust project management features: Scoro offers robust project management features that enable marketing teams to plan, track, and collaborate on their projects with ease. From task management and resource allocation to project timelines and dependencies, Scoro provides the tools needed to manage projects of any size or complexity.

Integrated CRM functionality: Scoro includes integrated CRM functionality that allows marketing teams to manage client relationships and track sales opportunities directly within the platform. By centralizing client information and communication history, Scoro helps marketing teams stay organized and build stronger relationships with their clients.

Advanced reporting and analytics: Scoro provides advanced reporting and analytics features that offer valuable insights into project performance, team productivity, and financial metrics. From customizable dashboards to real-time analytics, Scoro enables marketing teams to track KPIs, identify trends, and make data-driven decisions to optimize their workflows and achieve better results.

Seamless billing and invoicing: Scoro offers seamless billing and invoicing features that allow marketing teams to generate invoices, track payments, and manage expenses efficiently. With automated billing workflows and customizable invoice templates, Scoro helps marketing teams streamline their billing processes and ensure accurate and timely payments from clients.

Extensive integrations with third-party tools: Scoro integrates seamlessly with a wide range of third-party tools and platforms commonly used by marketing teams, including Google Workspace, Microsoft Office 365, and Xero. By connecting Scoro with their favorite marketing tools, teams can streamline their workflows, eliminate data silos, and create a unified ecosystem for their project management and business operations.

Hive is a project management and collaboration tool that offers features for task management, project tracking, and analytics. Designed to enhance team productivity, Hive provides marketing teams with the tools they need to efficiently manage their projects and achieve success.

Streamlined task management: Hive offers streamlined task management features that empower marketing teams to create, assign, and track tasks with ease. With customizable task lists, deadlines, and priorities, Hive ensures that marketing professionals can stay organized and focused on achieving their project goals.

Intuitive project tracking: Hive provides intuitive project tracking features, including Gantt charts and kanban boards, that enable marketing teams to visualize project timelines and progress. This visual representation helps teams identify bottlenecks, allocate resources effectively, and keep projects on track.

Powerful analytics and reporting: Hive includes powerful analytics and reporting features that offer insights into project performance, team productivity, and resource utilization. From customizable dashboards to real-time analytics, Hive enables marketing teams to track key metrics and make data-driven decisions to optimize their workflows.

Time tracking and resource allocation: Hive offers time tracking and resource allocation features that allow marketing teams to monitor project hours, track team performance, and allocate resources efficiently. By providing visibility into time spent on tasks and projects, Hive helps teams optimize their workflows and ensure projects are completed on time.

Seamless collaboration and communication: Hive facilitates seamless collaboration and communication with features like comments, file sharing, and @mentions. By centralizing communication within the platform, Hive ensures that team members can collaborate effectively and stay informed about project updates and discussions.

Integration with third-party tools: Hive integrates with a variety of third-party tools commonly used by marketing teams, including Google Workspace, Slack, and Dropbox. This integration ecosystem allows marketing teams to connect Hive with their preferred tools, streamlining workflows and fostering a unified environment for project management.

Workfront is a robust work management platform designed to help marketing teams streamline their processes and manage workflows more effectively. With its comprehensive features and customizable workflows, Workfront empowers marketing teams to improve productivity and achieve their goals with greater efficiency.

Why Workfront?

Streamlined work management: Workfront provides marketing teams with a centralized platform to manage their projects, tasks, and resources. From project planning to execution and delivery, Workfront offers tools and functionalities that streamline workflows and ensure that projects are completed on time and within budget.

Customizable workflows: Workfront allows marketing teams to create customizable workflows tailored to their specific project management processes. With flexible task templates, approval processes, and automation rules, Workfront enables teams to standardize their workflows and improve consistency across projects.

Collaborative workspace: Workfront offers a collaborative workspace where marketing team members can communicate, share files, and collaborate on projects in real-time. With features like comments, document sharing, and task assignments, Workfront fosters collaboration and teamwork within marketing teams.

Resource management: Workfront provides robust resource management features that allow marketing teams to allocate resources effectively and manage workloads efficiently. With tools for resource planning, capacity management, and time tracking, Workfront helps teams optimize resource utilization and improve project outcomes.

Integration with third-party tools: Workfront integrates seamlessly with a variety of third-party tools commonly used by marketing teams, including Adobe Creative Cloud, Google Drive, and Salesforce. This integration ecosystem allows marketing teams to connect Workfront with their existing tools and systems, streamlining workflows and improving productivity.

Advanced reporting and analytics: Workfront offers advanced reporting and analytics capabilities that provide insights into project performance, team productivity, and resource utilization. From customizable dashboards to real-time analytics, Workfront enables marketing teams to track KPIs, identify trends, and make data-driven decisions to optimize their workflows.

ProofHub is a comprehensive project management and team collaboration tool designed to streamline project workflows and enhance productivity for marketing teams. With its intuitive interface and robust features, ProofHub offers everything marketing professionals need to plan, execute, and track their projects effectively.

Why ProofHub?

Centralized project management: ProofHub provides marketing teams with a centralized platform to manage all aspects of their projects, from task assignments to file sharing and communication. With everything in one place, marketing teams can stay organized and focused on achieving their project goals without switching between multiple tools.

Intuitive task management: ProofHub offers intuitive task management features that enable marketing teams to create, assign, and track tasks with ease. With customizable task lists, deadlines, and priorities, ProofHub ensures that everyone knows what needs to be done and by when, helping teams stay on track and meet deadlines.

Efficient collaboration and communication: ProofHub facilitates efficient collaboration and communication among marketing team members with features like comments, file sharing, and @mentions. By providing a centralized platform for communication, ProofHub ensures that everyone stays informed and engaged, reducing the need for email chains and meetings.

Kanban boards and Gantt charts: ProofHub offers customizable Kanban boards and Gantt charts that provide visual representations of project tasks and timelines. This visual approach helps marketing teams plan and prioritize their work more effectively, identify bottlenecks, and track progress in real-time.

Time tracking and reporting: ProofHub includes time tracking and reporting features that allow marketing teams to monitor project hours, track team performance, and generate reports on project progress. By providing insights into time spent on tasks and projects, ProofHub helps teams optimize their workflows and improve productivity.

Integration with third-party tools: ProofHub integrates with a variety of third-party tools commonly used by marketing teams, including Google Drive, Dropbox, and Slack. This integration ecosystem allows marketing teams to connect ProofHub with their existing tools and systems, streamlining workflows and improving collaboration.

Admation is a specialized project management and approval workflow tool designed specifically for marketing and advertising teams. With its focus on streamlining the approval process and improving collaboration, Admation helps marketing professionals manage their projects more efficiently and deliver high-quality work on time.

Why Admation?

Streamlined approval workflows: Admation offers streamlined approval workflows that help marketing teams manage the review and approval process more efficiently. With features like customizable approval paths, automated notifications, and version control, Admation ensures that projects move through the approval process smoothly and without delays.

Centralized feedback and collaboration: Admation provides a centralized platform for feedback and collaboration, allowing marketing teams to share files, leave comments, and track changes in real-time. By providing a single source of truth for project assets and communication, Admation helps teams stay aligned and focused on delivering high-quality work.

Comprehensive reporting and analytics: Admation includes comprehensive reporting and analytics features that provide insights into project performance, approval cycle times, and resource utilization. By tracking key metrics and KPIs, Admation helps marketing teams identify areas for improvement and make data-driven decisions to optimize their workflows.

Proofing and annotation tools: Admation offers built-in proofing and annotation tools that allow marketing teams to review and provide feedback on creative assets directly within the platform. With features like markup tools, comments, and annotations, Admation streamlines the feedback process and ensures that everyone is on the same page.

Integration with third-party tools: Admation integrates with a variety of third-party tools commonly used by marketing and advertising teams, including Adobe Creative Cloud, Slack, and Asana. This integration ecosystem allows marketing teams to connect Admation with their existing tools and systems, streamlining workflows and improving collaboration.

Compliance and audit trail: Admation includes features for compliance and audit trail management, allowing marketing teams to track changes, approvals, and revisions throughout the project lifecycle. By maintaining a detailed audit trail of project activities, Admation helps teams ensure compliance with regulatory requirements and industry standards.

Bynder is a digital asset management (DAM) platform with project management features tailored for marketing teams. It offers a centralized hub for storing, organizing, and sharing digital assets, making it easier for marketing professionals to collaborate and streamline their workflows.

Why Bynder?

Efficient asset management: Bynder provides marketing teams with a centralized platform to store, organize, and manage their digital assets, including images, videos, documents, and more. With advanced search capabilities and customizable metadata, Bynder helps teams find the assets they need quickly and easily, saving time and improving productivity.

Collaborative project management: Bynder offers collaborative project management features that enable marketing teams to plan, execute, and track their projects effectively. From task assignments and deadlines to project timelines and milestones, Bynder provides the tools needed to keep projects on track and ensure that everyone is aligned with project goals.

Brand consistency and compliance: Bynder helps marketing teams maintain brand consistency and compliance by providing tools for brand management and asset approval. With features like brand guidelines, version control, and approval workflows, Bynder ensures that marketing teams can easily access approved assets and adhere to brand guidelines.

Customizable workflows: Bynder offers customizable workflows that allow marketing teams to create workflows tailored to their specific project management processes. From content creation to approval and distribution, Bynder provides the flexibility to adapt workflows to meet the needs of different projects and teams.

Integration with third-party tools: Bynder integrates with a variety of third-party tools commonly used by marketing teams, including Adobe Creative Cloud, Google Drive, and Salesforce. This integration ecosystem allows marketing teams to connect Bynder with their existing tools and systems, streamlining workflows and improving collaboration.

Analytics and reporting: Bynder includes analytics and reporting features that provide insights into asset usage, performance, and engagement. By tracking key metrics and KPIs, Bynder helps marketing teams measure the effectiveness of their assets and campaigns, identify trends, and make data-driven decisions to optimize their strategies.

Percolate is a marketing resource management tool designed to help teams plan, execute, and analyze their marketing efforts effectively. With its comprehensive features and intuitive interface, Percolate enables marketing professionals to streamline their workflows and drive success in their campaigns.

Why Percolate?

Comprehensive marketing resource management: Percolate provides marketing teams with a centralized platform to manage all aspects of their marketing efforts, including planning, execution, and analysis. From campaign planning to content creation and distribution, Percolate offers tools and functionalities that streamline workflows and ensure that projects are completed on time and within budget.

Integrated content marketing capabilities: Percolate offers integrated content marketing capabilities that help marketing teams create, publish, and analyze content across multiple channels. With features for content creation, collaboration, and performance tracking, Percolate enables teams to deliver engaging content that resonates with their target audience.

Powerful analytics and reporting: Percolate includes powerful analytics and reporting features that provide insights into campaign performance, audience engagement, and ROI. From customizable dashboards to real-time analytics, Percolate helps marketing teams track key metrics, identify trends, and make data-driven decisions to optimize their strategies.

Campaign planning and management: Percolate offers robust campaign planning and management features that enable marketing teams to plan, execute, and track their campaigns with ease. With tools for campaign briefs, project timelines, and task assignments, Percolate ensures that everyone is aligned with campaign goals and deadlines.

Integration with third-party tools: Percolate integrates seamlessly with a variety of third-party tools commonly used by marketing teams, including Google Analytics, Salesforce, and Marketo. This integration ecosystem allows marketing teams to connect Percolate with their existing tools and systems, streamlining workflows and improving collaboration.

Asset management and approval workflows: Percolate provides features for asset management and approval workflows that help marketing teams manage their creative assets and ensure compliance with brand guidelines. With version control, approval routing, and audit trails, Percolate helps teams maintain brand consistency and streamline the approval process.

Brandfolder:

Brandfolder is a digital asset management platform with project management capabilities designed specifically for marketing and creative teams. It offers a centralized hub for storing, organizing, and sharing brand assets, making it easier for teams to collaborate and maintain brand consistency.

Why Brandfolder?

Centralized brand asset management: Brandfolder provides marketing and creative teams with a centralized platform to store, organize, and manage their brand assets, including logos, images, videos, and documents. With customizable folders, tags, and metadata, Brandfolder helps teams find the assets they need quickly and easily, saving time and improving productivity.

Collaborative project management: Brandfolder offers collaborative project management features that enable marketing and creative teams to plan, execute, and track their projects effectively. From campaign planning to content creation and distribution, Brandfolder provides tools and functionalities that streamline workflows and ensure that projects are completed on time and within budget.

Brand consistency and compliance: Brandfolder helps teams maintain brand consistency and compliance by providing tools for brand management and asset approval. With features like brand guidelines, version control, and approval workflows, Brandfolder ensures that teams can easily access approved assets and adhere to brand guidelines.

Asset customization and distribution: Brandfolder offers features for asset customization and distribution that allow teams to personalize and share brand assets with internal and external stakeholders. With options for asset templating, resizing, and sharing permissions, Brandfolder helps teams create and distribute branded content with ease.

Integration with third-party tools: Brandfolder integrates with a variety of third-party tools commonly used by marketing and creative teams, including Adobe Creative Cloud, Slack, and Google Drive. This integration ecosystem allows teams to connect Brandfolder with their existing tools and systems, streamlining workflows and improving collaboration.

Analytics and reporting: Brandfolder includes analytics and reporting features that provide insights into asset usage, performance, and engagement. By tracking key metrics and KPIs, Brandfolder helps teams measure the effectiveness of their assets and campaigns, identify trends, and make data-driven decisions to optimize their strategies.

DivvyHQ is a content marketing platform that offers features for content planning, production, and collaboration. Tailored for marketing teams, DivvyHQ provides a centralized hub for managing content projects, streamlining workflows, and ensuring content consistency across channels.

Why DivvyHQ?

Content planning and calendaring: DivvyHQ offers robust content planning and calendaring features that enable marketing teams to plan and organize their content initiatives effectively. With customizable content calendars, editorial workflows, and campaign planning tools, DivvyHQ helps teams stay organized and aligned with content goals and deadlines.

Streamlined content production: DivvyHQ streamlines content production workflows with features for task management, collaboration, and version control. From content creation to review and approval, DivvyHQ provides tools that facilitate seamless collaboration among team members and stakeholders, ensuring that content projects are completed on time and within budget.

Content performance tracking: DivvyHQ includes content performance tracking features that allow marketing teams to monitor the performance of their content across channels. With analytics and reporting tools, DivvyHQ provides insights into content engagement, audience behavior, and ROI, helping teams measure the effectiveness of their content efforts and optimize their strategies accordingly.

Content workflow automation: DivvyHQ offers content workflow automation features that help marketing teams automate repetitive tasks and streamline content production processes. From content briefs and assignments to scheduling and publishing, DivvyHQ automates manual tasks, reduces administrative overhead, and improves overall efficiency.

Integration with third-party tools: DivvyHQ integrates with a variety of third-party tools commonly used by marketing teams, including WordPress, HubSpot, and Google Analytics. This integration ecosystem allows teams to connect DivvyHQ with their existing tools and systems, streamlining workflows and improving collaboration.

Customizable reporting and analytics: DivvyHQ provides customizable reporting and analytics features that allow marketing teams to track key metrics and KPIs relevant to their content initiatives. With dashboards, reports, and performance insights, DivvyHQ helps teams measure the impact of their content efforts and make data-driven decisions to optimize their strategies.

What is marketing project management software, and is it important?

Marketing project management software is essential for marketing teams to plan, organize, execute, and track their projects efficiently.

It helps streamline workflow and collaboration by providing a centralized platform for team members to work together.

By using marketing project management software, your teams can improve productivity, reduce the likelihood of errors, and ensure projects are completed on time and within budget.

Additionally, it allows for better visibility and transparency into project progress, making it easier to track key milestones, identify potential issues, and make informed decisions.

What are the benefits of using marketing project management tools?

Marketing project management tools offer a wide range of benefits to businesses, whether large or small.

These tools are designed to streamline and organize marketing tasks , facilitate collaboration among team members, track project progress, and ultimately improve overall efficiency.

With these tools, you can better manage marketing campaigns, maintain better control over timelines and budgets, and produce higher-quality work.

These tools can also provide valuable insights into the performance of marketing initiatives, allowing businesses to make data-driven decisions and continuously improve their strategies.

Key features to consider in marketing project management software

When it comes to managing marketing projects, having the right software is crucial for staying organized , efficient, and on schedule.

Here are the key features you should be looking for:

Task management capabilities

In marketing project management, task management capabilities are essential for keeping teams organized and on track.

This includes the ability to create, assign , track, set deadlines, prioritize, and automate tasks.

A visual task management system, such as a kanban board or Gantt chart , can greatly aid in staying organized and easily viewing progress.

These visual tools allow teams to see the status of tasks at a glance, making it easier to identify bottlenecks and ensure that all tasks are being completed on time.

In addition, a hierarchical approach to task management can be highly efficient in marketing project management.

This involves breaking down campaigns into smaller projects, tasks, and subtasks, allowing for better organization and clearer insight into the scope of the project.

Automation can also play a key role in this process, helping to streamline the management of tasks and ensuring that no details are overlooked.

Project tracking and progress monitoring tools

Project tracking and progress monitoring tools allow team members to continuously monitor the progress of tasks and projects.

By using these tools, team members can easily allocate resources effectively and optimize processes for more successful project outcomes.

The software’s customizable reporting abilities provide insights into individual workloads and overall project timelines, helping to identify bottlenecks and potential areas for improvement.

Additionally, the time tracking feature allows for a better understanding of how time is being spent on tasks and projects, enabling teams to make more informed decisions about resource allocation.

Resource allocation and scheduling functionalities

In marketing project management tools, resource allocation and scheduling functionalities play a crucial role in ensuring efficient project execution.

These tools offer features for monitoring team availability, allowing project managers to assign tasks to team members based on their schedules and availability.

The tools also enable the generation of comprehensive project plans, including setting milestones to track progress and deadlines.

Project management tools provide visualization of project schedules, allowing for easy monitoring of task timelines and deadlines.

Task prioritization based on importance and deadlines is also a key feature, ensuring that team members are focused on the most critical tasks at any given time.

This prioritization helps in optimizing resource allocation and maximizing productivity .

Collaboration features for creative teams

Creative teams require collaboration features that facilitate seamless communication and productivity.

Essential tools include task comments, message boards, team chat functions, and real-time document collaboration to keep the team aligned and engaged.

Access to pre-made marketing templates for email marketing and social media advertising streamlines the creative process and maintains brand consistency.

Client access and integration with leading marketing platforms such as Adobe Creative Cloud and HubSpot are essential for effective collaboration and client interactions.

By integrating these collaboration tools, creative teams can efficiently manage projects, communicate effectively, and deliver high-quality marketing materials.

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21 Best Marketing Project Management Software for In-House & Agencies in 2024

Erica Golightly

Senior Writer

February 13, 2024

Are you trying to keep one eye on the campaign request queue, another on your to-do list, and one more on your quarterly goals breakdown ? Not only do you sound extremely dizzy, but you also seem in serious need of marketing project management software—and fast! 

Modern marketing managers at startups, agencies, and enterprises regularly run multi-channel marketing campaigns . Without project management software, they’d risk wasting one working day per week searching for information lost in long email threads. Sound familiar? 🙋

Marketing project management software is a tool for organizing, collaborating and delivering marketing-related projects. But the best software for marketers handles a variety of workflows, manages handoffs between teams, and easily integrates with other apps for a complete tech stack. 

The truth is, manual operations can’t ride the wave of growth, so it’s important to pause and consider bringing in a software engine to power your teams, marketing processes, and collaborators. 🔌

In this guide, we’ll cover the features efficient in-house and remote teams use to design cross-functional workflows and our recommended list of the best 21 marketing project management software.

3. Teamwork

4. toggl plan.

  • 5. Monday 

6. Wrike 

9. proprofs project, 10. zoho projects, 11. basecamp, 12. ntask  , 13. workfront, 14. ravetree, 15. kissflow, 16. functionfox, 17. imeet central, 18. liquidplanner , 20. workamajig, 21. projectsly, what to look for in marketing project management software.

Choosing the right marketing project management software can be overwhelming. When you’re deciding what’s right for your team keep these features in mind: Automation: Look for software that can automate marketing tasks like setting up new projects and assigning tasks. This will help to quickly onboard new team members and avoid tedious manual work. Team collaboration: Having the right communication tools is essential when it comes to managing marketing projects. Choose a system that allows teams to easily collaborate, chat and comment on tasks. Integrations: Look for a platform that easily integrates with existing software like email marketing platforms and analytics tools. This will help to streamline your workflow and give you access to the data you need in one place. Analytics & tracking: Ensure that the project management system you choose offers real -time analytics, tracking and reporting capabilities. This will help you stay on top of team performance and identify areas where improvements can be made. Security & privacy: Security is always a key concern when it comes to online data management systems. Make sure the platform you choose has adequate measures in place to keep your data safe and secure.

21 Best Marketing Project Management Software

clickup is the best marketing project management software for in house and remote teams to manage tasks, campaigns, docs, and clients

We know you and your team are accustomed to pulling together processes on a project-by-project basis to make things happen. The legacy—and pricey—tools you’ve inherited are a point of friction rather than a contributor to marketing goals and operations.

ClickUp is an all-in-one productivity platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customize it to best suit your team within a few clicks and seriously cut down your tool list (and spend on third-party apps!)

This tool lets teams of all types and sizes deliver marketing projects more effectively, boosting productivity to new heights! Take advantage of free task management features from ClickUp you, your collaborators, and your clients will thank you later for: 

  • 15+ project views to track projects and manage tasks . Create private or public project views for organizing personal and team tasks to suit different work styles.
  • Tasks to record meetings and assign work . Set up recurring tasks for meeting notes and takeaways, then assign action items to individuals to keep projects moving.
  • Dashboards to measure ROI and marketing team efficiencies . Stay updated with marketing OKRs , project progress, campaign insights, and more—no manual update is required! 
  • Docs and task list templates to standardize launch processes . Use a template from the ClickUp Template Center or one you’ve built to standardize marketing workflows for incoming requests, campaign tasks, and documentation.

ClickUp pros

  • Connect your most-used work apps to ClickUp like Adobe Creative Suite, Microsoft Outlook , or Box
  • Start and stop time from any device and jump in-between tasks with the global timer
  • Add and manage tasks using mobile apps (available on iPad, iPhone, and Android)
  • Put routine work on autopilot with dynamic recurring ClickUp tasks and ClickUp Automations

ClickUp cons

  • Learning curve due to the number of available features and level of customizability
  • No Dashboard export feature
  • Not all ClickUp views are available on the mobile app…yet! 🔮

ClickUp pricing

  • Free Forever
  • Unlimited : $7 per month per user
  • Business : $12 per month per user
  • Enterprise : Contact for pricing

If you need a full software suite to handle your Enterprise workloads and processes, we’d love to help set you up for success! Please contact Sales when you’re ready. 

ClickUp customer ratings

  • G2: 4.7/5 (4,490+ reviews)
  • Capterra: 4.7/5 (2,890+ reviews)

If you’re looking for a better way to manage your resources , sales pipeline, project scope , project delivery, and client feedback and onboarding processes, start with ClickUp’s Creative Agency Template !

asana marketing project management software example

Asana is a task management tool that organizes all tasks into a single space. Marketing teams see what they need to do, which tasks are a priority, and when work is due. Fans of graph-based project views will value Asana’s data model to stay in sync and hit deadlines.

  • Attachments can be added to any task and accessed later in the team file storage
  • Real-time chat and collaboration features for every task
  • Project templates to speed up processes
  • Calendar view to see your schedules clearly
  • Asana’s Kanban view is similar to Trello
  • No multiple assignees option
  • Not ideal for complex projects with multiple workflows (find a flexible solution with Asana alternatives )
  • Can’t convert comments into tasks
  • No feature that lets teams collaborate on the same document
  • Have to assign copies of a task to multiple team members, which can clutter your workspace with tons of clones

Asana pricing

  • Asana offers a free trial, free plan, and paid plans starting at $10.99/month per user

Asana customer ratings

  • G2: 4.3/5 (8,000+ reviews)
  • Capterra: 4.4/5 (10,000+ reviews)

teamwork marketing project management software example

Teamwork is a project collaboration software ideal for marketing agencies and teams looking to organize tasks for simple navigation and client management . Key features in Teamwork Projects include resource scheduling, project time tracking, and task list templates. 

Choose from 25+ marketing templates by ClickUp to jumpstart your project planning today!

Teamwork Projects pros

  • No extra cost to have client users, ideal for marketing agencies
  • Notebook feature for organized document sharing
  • Portfolio view to easily glance at all products and services
  • Burndown reporting, utilization reports, and invoicing 

Teamwork Projects cons

  • Project templates are not available in the free plan
  • Integrated team chat is a paid feature 
  • Expensive paid plans compared to other marketing project management software on this list 

Teamwork Projects pricing

  • Teamwork Projects offers a free plan and paid plans starting at $10/user per month

Teamwork Projects customer ratings

  • G2: 4.4/5 (990+ reviews)
  • Capterra: 4.5/5 (700+ reviews)

toggl plan marketing project management tool example

Toggl is a project management software comprised of three solutions: Toggl Track, Toggl Plan, and Toggl Hire. Toggl Plan’s visual roadmaps complement change management when managing multiple projects in spreadsheets introduces more work than support. 

Try out these change management tools !

Toggl Plan pros

  • The custom color-coding feature makes it easy to identify different marketing project stages
  • Manage resource allocation with team timelines
  • Customize task statuses to meet all your teamwork project needs
  • Automate repetitive tasks with recurring tasks

Toggl Plan cons

  • No project management dashboards
  • The free plan is limited to five users
  • Offers only 10+ software integrations

Toggl Plan pricing

  • Toggl Plan offers a free trial, free plan, and paid plans starting at $8/user per month

Toggl Plan customer ratings

  • G2: 4.3/5 (30+ reviews)
  • Capterra: 4.5/5 (100+ reviews)

Not sure about Toggl Plan? Check out some Toggl alternatives .

5. Monday  

monday marketing project management software example

The next marketing project management software on our list is Monday , a project planning solution helping cross-functional teams align on their most important work. For example, marketing agencies or teams looking for real-time reporting can easily create project dashboards to increase the communication workflow. 

Monday pros

  • Unlimited boards and docs in the free plan
  • Customizable project view to easily track marketing projects
  • Automatic time tracking
  • Project intake forms

Monday cons

  • Features are not in-depth compared to other tools on this list
  • Dashboards are a paid premium feature
  • Lacks a native notepad feature
  • No recurring or private tasks

Monday pricing

  • Monday offers a free plan and paid plans starting at $8/user per month

Monday customer ratings

  • G2: 4.6/5 (3,290+ reviews)
  • Capterra: 4.6/5 (2,540+ reviews)

wrike project management example for marketing teams

Wrike project management software is ideal for small marketing agencies needing a customizable workspace to organize shared calendars , schedule projects, and collaborate with ease. What’s more, approvers can expedite feedback using Wrike’s visual markup tool. 

  • Kanban board allows complete visibility of tasks 
  • Time tracking feature to compare estimated versus actual time spent
  • Custom task statuses for managing marketing campaigns 
  • Steep learning curve for new users 
  • No conditional automations (a must-have feature for managing marketing projects!)
  • Gantt charts are not available in the free version
  • Lacks the ability to assign tasks to user groups (teams) or multiple assignees

Wrike pricing

  • Wrike offers free and paid plans starting at $9.80/month per user

Wrike customer ratings

  • G2: 4.2/5 (2,350+ reviews)
  • Capterra: 4.2/5 (1,700+ reviews)

Check out these Wrike Alternatives !

trello marketing project management software example

Under the Atlassian software family, Trello is a Kanban tool made of four key components—Kanban board, cards, lists, and board menu. Teams can move work forward using Trello’s custom card and board buttons. 

Trello pros

  • The no-code automation feature, Butler, helps teams save time with administrative tasks
  • Advanced checklists (a paid feature) for granular task assignments
  • Easy project setup and onboarding
  • Tags, labels, and categories for task organization
  • Custom Trello automations , rules, and scheduled commands
  • Kanban boards to streamline your task processes

Trello cons

  • Free plan limited to 10MB per file attachment
  • No task tray to view your current tasks
  • Comments are found at the back of the card, which makes it challenging to collaborate 
  • Need to pay up for some power-ups for full functionality

Trello pricing

  • Trello offers a free trial, free plan, and paid plans starting at $5/user per month

Trello customer ratings

  • G2: 4.5/5 (20,410+ reviews)
  • Capterra: 4.4/5 (12,390+ reviews)

Check out these Trello Alternatives !

hive project management software status view example

Hive is one of the best marketing project management tools that let your team manage projects the way they want. It has various integrations and multiple views for additional flexibility.

  • Plan campaigns easily with Gantt charts, Kanban boards, calendars, and tables
  • Invite clients and contractors to collaborate with you over the app
  • Proofing and approvals to simplify feedback loops
  • 1,000+ integrations with software like Jira , Salesforce, Zoom, and Adobe Photoshop
  • Several add-ons are required for full functionality 
  • Mobile apps aren’t as robust as the desktop app
  • No free plan

Hive pricing

  • Hive offers a free trial, free plan, and paid plans starting at $12/user per month

Hive customer ratings

  • G2: 4.5/5 (290+ reviews)
  • Capterra: 4.5/5 (140+ reviews)

proprofs project marketing management software Gantt chart example

ProProfs Project is one of the best marketing project management options because it offers solid features to help marketing teams manage, track, and conduct successful marketing campaigns. 

ProProfs Project pros

  • Ideate, plan, and execute multiple projects from a single dashboard
  • Instant messaging and file sharing ability for seamless collaboration
  • Gantt charts, Kanban boards, and Calendar view to plan and visualize projects 
  • Incredible time tracking capabilities

ProProfs Project cons

  • The trial version is only for 15 days
  • Setting roles and permissions is only available in the premium plan

ProProfs Project pricing

  • ProProfs Project offers a free trial and paid plans starting at $2/month per user

ProProfs Project customer ratings

  • G2: 4.4/5 (20+ reviews)
  • Capterra: 4.7/5 (60+ reviews)

zoho projects marketing project management software example

Zoho Projects is one of the best marketing project management options because of its cloud-based platform that helps you and your marketing team plan work, track project progress, and collaborate with your team. Their easy-to-use interface makes it easier for new users to adopt the software. 

  • Timeline view lets you see what employees are doing within a specific period of time
  • Use employee timesheets to log billable and nonbillable hours
  • Kanban boards to visualize your workflow
  • The free plan only lets you create two projects and attach files up to 10MB
  • Limited integrations with non-Zoho software like Zoom
  • High-learning curve, especially during the initial setup process

Zoho pricing

  • Zoho Projects offers a free plan and paid plans starting at $5/user per month

Zoho customer ratings

  • G2: 4.3/5 (280+ reviews)
  • Capterra: 4.2/5 (250+ reviews)

Bonus: Best Project Management Software for Mac

basecamp task management software example

Basecamp is a project management software that provides teams with features for file storage, managing projects, and group chats. The tool aims to bring task management and project team communication under one tent with features like to-do lists and message boards.

Basecamp pros

  • Hill charts that give you an overview of how your projects are performing
  • The ‘Hey!’ menu groups notifications like new messages, @mentions, and to-dos
  • A portal for clients to view tasks and communicate
  • Save new messages or documents as drafts before you publish them
  • Integrates with ClickUp through Zapier

Basecamp cons

  • Lacks advanced project management features like task priorities and custom statuses 
  • No labels or tags for better task organization
  • No native time tracking features
  • No free version
  • Not suitable for org structures like marketing agencies with multiple marketing projects happening simultaneously

Basecamp pricing

  • Basecamp offers a free trial and a paid plan at $99/month flat

Basecamp customer ratings

  • G2: 4.1/5 (4,940+ reviews)
  • Capterra: 4.3/5 (13,350+ reviews)

Check out these Basecamp alternatives !

ntask marketing management software example

nTask is another one of the cloud-based project management tools that can help you and your marketing team manage everything from resource planning to project deliverables. Similar to other project software on this list, nTask offers Kanban boards to create a project plan and visualize tasks. 

  • Team workload management tools to align remote teams
  • File attachment and document management
  • Roles and permissions customization 
  • Project milestones to quickly track project progress 
  • Not suitable for larger teams of 50 or more
  • Kanban boards are a paid feature 
  • Users have less control over interface customization 

nTask pricing

  • nTask offers free and paid plans starting at $3/month per user

nTask customer ratings

  • G2: 4.4/5 (10+ reviews)
  • Capterra: 3.9/5 (10+ reviews)

workfront marketing project management software example

Fans and power users of Adobe will recognize Workfront , a collaborative work management tool for teams to connect, collaborate, and finish work faster. Workfront connects seamlessly with marketing solutions within Adobe to create an all-in-one system. 

Workfront pros

  • Built-in approval feature for team collaboration and project feedback
  • Visual reports and dashboards
  • A consolidated task list that displays the most critical assignments and upcoming tasks
  • Integrates with Adobe, Slack, GSuite, and Salesforce

Workfront cons

  • More complex than other marketing software
  • Not suitable for small businesses since the integrations depend on your pricing plan
  • The Gantt chart is challenging to use compared to other project management tools listed

Workfront pricing

  • Inquire with Workfront for pricing

Workfront customer ratings

  • G2: 4.1/5 (800+ reviews)
  • Capterra: 4.3/5 (1,000+ reviews)

Check out these Workfront alternatives !

ravetree marketing project management example

Ravetree is a project management solution to manage projects, billings, resources, and clients. With key features like client portals, project templates, and portfolios, marketing teams can build custom workflows for every type of project category.  

Ravetree pros

  • PDF, MOV, MP4, AI, PSD, XLSX, DOCX, and PNG file support
  • Invoices for approved time logs and expenses
  • Timeline View for easy resource management
  • Sprint planning tool

Ravetree cons

  • No native email integration 
  • Expensive paid plans to other leading marketing tools on this list

Ravetree pricing

  • Ravetree offers paid plans starting at $29/month

Ravetree customer ratings

  • G2: 4.1/5 (20+ reviews)
  • Capterra: 4.3/5 (10+ reviews)

kissflow project management software example

The next best marketing project management tool is Kissflow, a process and workflow automation tool for the entire organization to customize any process. It provides features you and your project managers need with an intuitive layout that doesn’t require specific training!

Kissflow pros

  • Drag-and-drop forms to create apps
  • Real-time analytics to automate processes
  • Process and workflow management without code
  • Scalable to handle large data volume and complexity

Kissflow cons

  • Average interface compared to other marketing project management software on this list
  • Lack of project visualization views
  • No free plan 

Kissflow pricing

  • Kissflow offers paid plans starting at $10/user per month

Kissflow customer ratings

  • G2: 4.3/5 (490+ reviews)
  • Capterra: 3.8/5 (10+ reviews)

Try these Kissflow alternatives !

functionfox creative and marketing project management software example

FunctionFox is a timesheet and project management software that helps project managers keep everything on track, on time, and on budget. This tool aims to support marketing teams by aligning goals and resources for successful campaigns. 

FunctionFox pros

  • Team task assignment lets you manage resources and workloads
  • Flexible project scheduling apps for marketing campaigns
  • Online request forms with unlimited custom fields
  • Communicate with team members using a project blog

FunctionFox cons

  • Project views are limited to schedule and Gantt charts
  • Limited free plan
  • Lack of a customizable workspace hierarchy (not suitable for Agile marketing teams )

FunctionFox pricing

  • FunctionFox offers paid plans starting at $5/user per month

FunctionFox customer ratings

  • G2: 4.4/5 (40+ reviews)
  • Capterra: 4.5/5 (150+ reviews)

imeet central task management software example for project planning

iMeet Central (formerly Central Desktop) by PGi is a project management software with team collaboration tools to help marketers, creative agencies, and enterprise businesses manage files, collaborate on projects and connect users. Teams can set up and customize private online communities for each department, project, client, or need. 

iMeet Central pros

  • Powerful index feature for easy file searching
  • Integrations with PGi’s iMeet and GlobalMeet solutions for online meetings 
  • Private, online moodboards for creative brainstorming 
  • Online databases for creative briefs and processes

iMeet Central cons

  • Expensive paid plans compared to other project management tools on this list
  • Not user-friendly for marketing teams looking for an intuitive interface 
  • Limited customization for advanced features

iMeet Central pricing

  • iMeet Central offers paid plans for marketers and agencies starting at $45/user per month

iMeet Central customer ratings

  • Capterra: 4.6/5 (10 reviews)

liquidplanner marketing project management software example

LiquidPlanner is a project management tool helping teams automate project task scheduling, track project changes, and customize project data dashboards. One of the key features from LiquidPlanner marketing agencies will find helpful for resource management is its priority-based planning approach to projects. 

LiquidPlanner pros

  • Smart Schedule Bars feature to capture changes in real time
  • Multiple owners to a task, which benefits project managers
  • Dependency chains to visualize the sequence of phases 

LiquidPlanner cons

  • Not suitable for small agencies with multiple projects happening simultaneously (find in LiquidPlanner alternatives )
  • Limited free plan compared to other marketing project management tools on this list 
  • Steep learning curve for training and adoption

LiquidPlanner pricing

  • LiquidPlanner offers a free trial and paid plans starting at $15/user per month

LiquidPlanner customer ratings

  • G2: 4.2/5 (250+ reviews)
  • Capterra: 4.3/5 (630+ reviews)

podio project management software example for marketing teams

Podio is a project management tool providing a structure for marketing teams to collaborate easier, find information faster, and choose between different work views. In addition, a project manager can create task automation to keep people and projects connected with a Podio workflow. 

  • Set custom permissions to control who has access to your workspaces 
  • Excellent file-sharing capabilities
  • Built-in team chat and video conferencing capabilities
  • Powerful mobile apps that let you manage any marketing project on the go
  • Podio integrates with ClickUp
  • A limited free plan that lacks automated workflows, contact syncing, and user management features
  • Can’t assign comments as tasks
  • Visual reports are only available in the premium versions

Podio pricing

  • Podio offers free and paid plans starting at $7.20/month

Podio customer ratings

  • G2: 4.1/5 (350+ reviews)
  • Capterra: 4.3/5 (200+ reviews)

workamagig marketing project management software example

Workamajig is a marketing project management tool for managing projects, budgets, schedules, and accounts all in one place. Key features for internal marketing teams include actionable dashboards, real-time daily activity feed, and creative project management templates . 

Check out ClickUp’s creative and design templates to kick off your marketing project requests! 

Workamajig pros

  • Built-in client management features
  • Turn client requests into active projects 
  • Specific dashboards for different roles
  • Manage multiple projects and tasks at the same time

Workamajig cons

  • Expensive paid plans compared to other marketing project management software on this list
  • Not a user-friendly interface

Workamajig pricing

  • Workamajig offers paid plans starting at $38/user per month for 10-19 users

Workamajig customer ratings

  • G2: 3.6/5 (100+ reviews)
  • Capterra: 3.7/5 (200+ reviews)

projectsly project management tool

Projectsly is a project management software that helps you to get all information in one place. Here you can add tasks to the team members and share files and also create customizable workflows based on your priority to not miss critical work.

Projectsly pros

  • Project timelines for simplifying workflow management
  • Task management through drag and drop
  • Easy task management and scheduling
  • Collaboration between team members will be easy

Projectsly cons

  • Additional features, such as budgeting, are missing
  • No advanced features like native mind maps

Projectsly pricing

  • Projectsly has a free plan for up to 10 users and paid plans starting at $14.99/month

Projectsly customer ratings

  • G2: 4.5/5 (2 reviews)
  • Capterra: 4.8/5 (5+ reviews)

Marketing Teams Need Project Management Software

Project management software has become an essential operations tool for globalized teams and cross-functional projects. But all operations aside, it helps the people perform at their best because they aren’t wasting time searching in too many places for information and tasks. 🔍

With powerful database functionality , online training videos , visualization tools, and more, ClickUp ticks all the boxes as the free, best marketing project management software.

Sign up today and customize ClickUp the way you need it to work for yourself, your team, and your organization! ⚡️

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MarTech

How to make the most of your marketing work management solution

T oday, B2B marketing teams must tackle the challenge of handling intricate workflows, enhancing communication, and fostering efficient collaboration. Traditional project management tools might not fully meet the requirements of B2B marketing teams.

That’s where marketing work management solutions step in. These solutions go beyond project management, simplifying and revolutionizing critical business processes for better outcomes and performance.

What are marketing work management solutions?

Work management solutions cover the management of individual and team workflows and workloads, whether for a project or organizational operations. They bring structure to day-to-day work, streamline and automate workflows and enhance communication and collaboration across teams. 

These solutions offer flexibility and empower B2B marketing teams to effectively coordinate individual workloads and team workflows. Examples of marketing work management solutions include Wrike, Asana and Monday.com.

Dig deeper: What is marketing work management?

The role of marketing work management solutions

Marketing work management platforms do more than just project management. They give teams a shared workspace to collaborate, organize tasks, manage resources, track time and streamline communication. These platforms go beyond traditional project management and offer the following benefits:

  • Structure to team’s day-to-day work: Marketing work management platforms help bring some order to the chaos of daily tasks by providing a one-stop hub to manage all work activities.
  • Workflow optimization and automation: These platforms come with automation features that make life easier by getting rid of manual work and simplifying repetitive tasks. By automating project templates, assigning tasks and setting due dates based on project start or due dates, teams can save time and avoid mistakes.
  • Utilization of project templates: Marketing work management platforms let teams create standardized templates for reproducible projects that happen often. This guarantees consistency and efficiency across similar projects like webinars, newsletters, blog posts, etc.
  • Resource management and time tracking: Efficient resource allocation is a must for successful project execution. These platforms help teams manage resources effectively and track time spent on each task, making sure resources are used optimally.
  • Communication and collaboration: These platforms make it easy to see who’s working on what and the status of projects, promoting smooth communication and collaboration. Team members can effortlessly share and discuss task-specific details within the platform, boosting productivity and alignment.

Building a knowledge base for effective implementation

To get the most out of a marketing work management solution, it’s crucial to create a knowledge base that explains how to use the tool within your team or organization. This knowledge base should include guidelines on:

  • Figuring out when to use the work management tool versus other tools to make sure everyone on the team is on the same page.
  • Starting projects and tasks through various channels like email, Slack/Teams, meetings or request forms. Sharing examples and best practices for managing requests from each channel ensures clear and efficient communication.
  • Setting role-based permissions to create projects and update key project details like task due dates, assignees and milestones.
  • When it comes to outlining processes within the system, it’s important to document your work in task descriptions, use comments for task-specific discussions and update task statuses for easy tracking and accountability.
  • Having clear and concise naming conventions for projects and tasks is key . You can use a drill-down method like Project > Project Folder > Project Task and follow naming convention rules by using numbers, dates and verbs. This not only improves understanding but also saves time.

Creating dashboards for effective monitoring

Dashboards are super important because they keep stakeholders in the loop about project progress without bombarding them with too much info. Marketing work management platforms have different types of dashboards available. Cool, right?

Here is a breakdown of the type of dashboards you can utilize in your marketing work management solution:

  • Team dashboard: This type of dashboard gives you a bird’s-eye view of all the projects, helping team members see their workload at a glance. It’s a super helpful tool for team meetings to chat about project status and make sure everyone is on the same page.
  • Individual dashboards: Team members can create their own personal dashboards to stay on top of their current and upcoming projects, tasks waiting for review or approval and any mentions they receive. Managers can also use these dashboards in one-on-one meetings to track progress and discuss performance.
  • Read-only stakeholder dashboards: By creating read-only dashboards for stakeholders, you can make sure they have access to all the department or project-specific info they need – from status updates to deadlines and important details. This way, stakeholders can stay informed without having the power to edit critical project elements.

Dig deeper: 6 reasons why you need a marketing work management tool

Leveraging blueprints and templates for reproducible projects

To make things smoother when working on recurring projects, marketing work management solutions have your back with standardized templates. These templates act as blueprints for repeatable projects like webinars, newsletters, tradeshows, blog posts and more.

By duplicating templates, you can automatically assign project owners, task owners and reviewers and set due dates and dependencies based on project timelines. This saves you time and guarantees consistent project execution.

Streamlining project requests with request forms

Efficiently managing project requests is super important for keeping the team productive. Marketing work management platforms have these handy request forms that make it a breeze to submit project requests. By having all the requests in one place, teams can get all the info they need upfront, without delays or back-and-forth. Plus, you can set up automation features to assign projects and create tasks using templates. It’s all about streamlining the planning process!

In a nutshell, marketing work management solutions are the way to go for smoother processes and better collaboration in marketing teams. They boost productivity, improve results and deliver top-notch performance. With knowledge bases, dashboards, templates and request forms, you can fully tap into the power of marketing work management software, making sure your projects run like clockwork.

Brianna Miller is giving an in-depth talk on taking the pulse of your marketing: 5 benchmarks to monitor and strategies to move the needle at The MarTech Conference. Register for free here.

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The post How to make the most of your marketing work management solution appeared first on MarTech .

How to make the most of your marketing work management solution

I Tried 10 AI Project Management Tools to See if They’re Worth It (Results & Recommendations)

Published: February 14, 2024

AI project management tools simplify decision-making, keep projects rolling, and streamline communications. Pick the right project management tool, and you could save hundreds — even thousands — per year.

women use ai project management tools

I started in digital project management nine years ago, and AI project management tools were unheard of. The project management role was different than it is today.

Project managers were doing a lot of manual admin and repetitive tasks while keeping everything together and bringing those all-important soft skills to clients and internal teams who were busy getting the job done.

It was a lot. If you’re reading this, you might still be working like that: more spreadsheets than you can bear to think about, project managers stressed with deliverables and shaky briefs, leaving the team to use their best guess.

Today, my workflow relies on AI tools to keep my clients and team happy.

Sign Up to Try HubSpot's AI Tools

The tools take much of the project management, leaving me and the team with the mental capacity to do what humans do best: build and nurture relationships, send thoughtful updates, and deliver even faster than we could ten years ago.

With the right AI tool, your workflow could look more streamlined with happier staff at work.

Naturally, the AI project management tool you select will depend on how you want to use it, but this article should give you a solid guide for choosing the right AI project management tool for you.

I’ve included my review of each tool, how I found it, the AI features, the price, and who I think it’s best for.

What does AI project management software do?

Testing ai project management tools, the scenario, 10 ai project management software.

AI project management software can help manage and organize projects and teams.

They’re commonly used for automating routine tasks, managing production schedules, storing files against projects and tasks, and providing a central hub with all content related to a project.

With the rise of AI, you can automate workflows, remove decision fatigue with predictive analysis, bolster productivity, and essentially hire a digital assistant who’s there to support you every day.

Project management tools are worth every penny and will pay for themselves in productivity. But if you’re worried about budgets, plenty of brilliant free project management tools exist.

I’ve tested AI project management and many other marketing tools for years. I have to admit it: I love trying and testing tools.

It’s almost a problem because, in the digital world, it’s very easy to get overwhelmed by choice and distracted by the next amazing new development.

But I can’t see myself stopping anytime soon. In fact, I committed myself to try more tools in the future.

Embracing the development of new tools is a fast track to an easier life, a streamlined business, and a to-do list that is as satisfying as it is productive. And, in case you’re wondering, it’s not just me saying this.

Of those surveyed in Hubspot’s State of AI report , respondents estimated they save two hours and 24 minutes per day when using AI compared to not. Automating manual tasks is estimated to save two hours and 16 minutes per day.

The time saved using AI is significant. All you need to do is find the one that suits you and your needs, and I’ve run extensive tests to help you out.

When I’m testing AI project management tools, I want a tool that:

  • Feels intuitive to use.
  • Manages projects, tasks, and sub-tasks.
  • Makes my team feel happy (and not overwhelmed!).
  • Streamlines communications related to projects and/or tasks.
  • Has integration options so that my business can scale with the tool.

I judged the tools tested in this article by these factors:

  • How well the tool replicates or replaces human action.
  • AI functionality.

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Click this link to access this resource at any time.

The scenario is close to my actual life as a marketer. I run many projects with fully remote teams internally and externally (my team and the client’s team).

We all need to work harmoniously in a central location.

The project needs to be well structured with some flexibility for changes. All team members need to add comments, set tasks, and have some accountability tracking to keep the project moving.

Finally, the AI project management tools must take some elements of the project. These tasks must be monotonous, undesirable for the humans involved, and safe enough for AI intervention.

AI project manager software; Asana

  • Individuals get started for free (This is all I’ve needed in the past, but now I have outgrown it)
  • Starter package is $10.99 per user a month, billed annually
  • Advanced package is $24.99 per user a month, billed annually
  • Traditional project management without customization
  • Small teams and individuals

AI project management tools, ClickUp

How I Discovered Trello

Trello was a tool I used many years ago. It was the first project management tool I was introduced to in 2011. I used Trello to manage content as part of a small marketing agency.

How Trello Supported My Project Management

I still use Trello today. It’s in my project management arsenal, even with Asana for client projects.

I like Trello because it is simple. For clients who don’t have many projects, I turn to Trello. It’s intuitive and easy to use, people get on board with it quickly, and the free package is enough for how I use it.

I don’t think Trello suits companies looking to scale, but it's perfect for small projects or teams.

Strategy AI

Tello’s Strategy AI helps with general project management and productivity. You can use the software to control who sees what project, and projects or tasks are marked with priority to keep the team working on the most important tasks first.

Trello is one of the cheapest project management tools. It is also one of the most simple.

  • Get started for free
  • Standard is $5 a user per month, billed annually
  • Premium is $10 a user per month, billed annually
  • Enterprise is from $7.38 a user per month, depending on seat quantity, billed annually
  • Small teams
  • Individuals
  • Small and few projects
  • Content management

ai project management tools, Motion

How OneCal Supported My Project Management

While OneCal isn’t managing projects, it is keeping my workload manageable and the monotony of checking multiple calendars at bay. This means I can go to any calendar for an accurate display of what’s happening in all of my calendars.

Ultimately, it saves me a lot of time and rids me of calendar anxiety.

For those who don’t use Motion, OneCal also has a booking system.

Calendar Syncing

Once you’ve integrated OneCal with your calendars, you’ll have synced calendars everywhere .

Booking Links

You can set up a booking system so your meeting guests can book a slot in your calendar at a time that suits you (and them!).

With this system, you can set buffer times and avoid back-to-back meetings, and your guests can easily see available slots in their time zones.

  • Starter is just $4 a month billed annually (this is all I needed)
  • Essential $8.30 a month billed annually
  • Premium $25 a month billed annually
  • Anyone using multiple calendars or wanting to streamline the meeting booking process

AI project management tools, Notion

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Agile Project Management In Marketing: A Complete Guide

Toggl Team

Agile project management originated in software development.

Its iterative approach to delivering projects quickly became popular. Programmers could deliver a viable part of a project, get feedback from clients, and adapt as the client’s needs changed.

On the other hand, clients could get their hands on a working piece of software. And provide feedback or request changes before it was too late.

In the marketing world too, Agile project management is fast becoming a staple. 41% of marketers use Agile marketing practices to manage their teams.

In this blog, you’ll learn about Agile project management in marketing. You’ll also learn about the features your marketing project management software needs to support agile methodologies.

What is Agile Marketing?

Agile marketing is the application of Agile project management methods to marketing projects.

It’s a relatively new marketing project management approach that uses principles from Agile software development to meet marketing goals. This includes:

  • Small, self-organizing, cross-functional teams
  • Deliver a project in frequent iterations called sprints
  • And continuously review and update processes based on feedback

Sprints (or iterations) are typically 2 weeks long. However, depending on the project, your team can run shorter or longer sprints.

The origins of Agile PM

The Agile methodology comes from software development in the early 2000s. Technology was moving so fast that the traditional project management approach meant that by the time a project was delivered, it was already out of date.

A group of developers came up with an agile management manifesto to tackle this challenge. It had four core principles:

  • Individuals and interactions over processes and tools
  • Working software over comprehensive documentation
  • Customer collaboration over contract negotiation
  • Responding to change instead of following a set plan

Instead of delivering a project to a specific brief set at the beginning, they set value-based goals. They rapidly prototyped and tested software before cycling back into the development phase. This helped them keep the software up to date according to feedback. 

This allowed project teams to:

  • Learn as they go
  • Adapt to unexpected changes
  • Deliver a final product that was up-to-date and user-tested

Here’s a quick visual explainer of how it works:

Agile project management iterations

Is Agile the right PM method for you?

As we mentioned above, studies show that over 40% of marketers are already using Agile to manage their marketing projects. 

There are several key benefits that marketers see from using Agile methods:

  • Faster release timelines
  • More productive teams
  • More effective prioritization
  • More agility to respond to feedback
  • Higher overall quality of work

How to know if Agile isn’t the right PM method for you

Agile is not easy to implement for everyone. To make Agile marketing project management work, McKinsey found you need a few key things:

  • Clear, measurable goals : for example, grow organic traffic by X%, generate 100 more leads per month, etc.
  • Marketing tech to measure progress : the ability to collect and analyze data across systems
  • Buyin from marketing leaders : If you’re not all in, it won’t work
  • A cross-functional team of talented people
  • A clear project communication plan both within the team and with the rest of the stakeholders

Agile marketing project management is also best-suited to marketing projects where iterative work delivers increasing results. For example:

  • SEO and content marketing
  • Lead generation 
  • Conversion rate optimization
  • Building brand awareness
  • Driving your reputation as a thought leader

On the hand, it’s hard to fit marketing projects with rigid time frames into the Agile framework—though not impossible. For example, it’s hard to apply Agile marketing at a single event. However, it’s possible to iteratively improve your marketing processes over multiple events.

How Does Agile PM for Marketing Work?

Kanban vs. scrum.

The two most popular frameworks for implementing Agile project management in marketing are Kanban and Scrum. 

What is Kanban?

Kanban is a visual project management tool that uses a board view to capture, organize, and prioritize sprint tasks.

A sample Kanban board

The 6 core practices of Kanban are:

  • Visualize sprint workflow
  • Limit WIP (Work in Progress)
  • Manage the flow
  • Make process policies explicit
  • Implement feedback loops
  • Continually improve

Many marketers prefer Kanban over Scrum because it places less emphasis on team roles and structure, which involves less of a paradigm shift in terms of team and company culture.

What is Scrum?

Scrum, on the other hand, is a full framework for Agile project management. It provides values, guidelines, and roles to help your team focus on continuous improvement and iteration.

To run a Scrum, you first choose a Scrum Master. A Scrum Master is responsible for running the three phases of a Scrum iteration, also called the “Sprint”.

  • Sprint planning : The Scrum Master and the team look at the work backlog and choose activities to accomplish during the sprint.
  • Daily Scrum standups : Each day of the sprint, the team meets for 15 minutes. The purpose is to check progress and adjust the sprint plan if necessary.
  • Sprint retrospective : After each sprint, the team evaluates the work done, moves pending work back to the backlog, and prepares for the next sprint.

Agile team roles

The first thing you need to know is that any Agile team is intended to be a “whole” team. 

Look around at your teammates—do you have all the skills and responsibilities in the room to get the project done? 

Then you have the beginnings of an Agile team.

Here’s a breakdown of the roles typically found in a small Scrum team.

Having roles doesn’t necessarily mean there’s a hierarchy. 

In traditional project management, a project lead is at the top of the pyramid with team members working beneath them. 

In Agile, it’s a much more collaborative setup, with roles generally operating on the same level.

What’s different about Scrum in a marketing context is that the product owner and team leaders are usually the same people, and the roles of each team member are less rigid.

User Stories

User stories are used to document the client’s requirements in a software project.

Without the guidance of user stories, deliverables may end up not meeting the customers’ expectations..

So how do you leverage user stories in agile marketing?

Marketers work with customers, not users. So instead of user stories, marketers write customer (or audience) stories.

A customer story describes the “why” behind a marketing project or task.

For example, instead of “write a blog post about how to find email addresses”, a customer story reads:

“As a link builder, I would like to learn how to find email addresses, so that I can contact webmasters and send them an email requesting a link back to my website.”

Backlog management and sprint planning

In Agile project management methodology, the “backlog” refers to a list of activities to be done to deliver the entire project. 

The marketing project manager adds and prioritizes tasks on the backlog. Here’s an example of project backlog and sprint tasks for a simple web design project.

Sprint planning and backlog management

In the sprint planning meeting, the project manager (or the scrum master) and the team choose activities from the backlog to work on during a sprint.

With a Kanban board tool , choosing tasks for a sprint is easy. Just drag and drop a task from the Backlog column to the Sprint column.

Agile estimation techniques

Agile estimation is a team exercise. It’s designed to estimate the effort required by each task to plan the next work cycle.

There are loads of ways to do this, but the simplest (and most fun!) way is with T-shirt sizing . 

Yep, you read that correctly. Here’s how it works:

  • You sit down with your full Agile team and review a particular user story or task.
  • Each member of the team writes down on a piece of paper their estimate for how big of an effort this would be, using T-shirt sizes: XS, S, M, L, or XL.
  • Everyone reveals answers at once and discusses the outcome to reach a consensus.
  • The project manager uses this consensus to plan and optimize the next sprint.

It’s a simple method if you’re new to Agile marketing management. It’s quick and works in broad strokes, but helps you create reasonably accurate estimates.

Sprint/Scrum meetings

If you’re implementing Agile marketing project management, your meetings will fall into four main categories:

  • Sprint planning: Usually an hour a week for the duration of the sprint, where the product owner presents the backlog to the group and they all collaborate on a forecast for how long each task will take. This is used to create a sprint backlog.
  • Daily standup : A 15-minute morning meeting where team members run through what they did yesterday, what they’re working on today, and what their blocks are. We recommend you actually stand up for this—it helps to keep it short!
  • Iteration review: A longer meeting at the end of each sprint cycle, intended for demonstration of the work so far, a celebration of achievements, and feedback for improvements.
  • Retrospective: This comes at the end of an iteration and is all about feedback. We’ll cover this in more detail below.

All four of these are possible to use whether you’re sticking to Scrum or Kanban. In general, the patterns of these meetings are decided according to project deadlines.

We’re willing to bet that most marketers have at least five unfinished tasks they’re currently juggling – plus a new one waiting in their inbox they haven’t seen yet!

HubSpot found that emails alone take up over three hours of marketers’ time per week

Time spent on routine marketing tasks

WIP limits are designed to limit the impact of this task-juggling on marketing projects by ensuring that team members don’t get distracted and instead finish the task they’re working on before starting a new one.

Minimum Viable Product

Minimum Viable Product (MVP) refers to the product that gives teams the most “validated learning” for the least effort.

An MVP is essentially a learning tool. It’s designed to help you gain insights into how your customers actually interact with your product or service faster. You can then apply those insights to the next sprint and deliver a better product.

How does this apply to marketing?

Let’s say you want to target a new segment of customers. 

With traditional marketing methods, you might spend weeks or even months putting together a campaign, only to get a lukewarm reception. Plus you don’t have much more information about your audience than when you started.

If you‘re an Agile marketing team, you could run the leanest possible campaign, targeting a small number within this segment. You’d learn more, faster, and have more resources and time for further experimentation.

Sprint review or Retrospective

At the end of a sprint or a work cycle, the team meets together for a retrospective. The purpose of the meeting is to go over what worked and what didn’t about your Agile approach.

Retrospectives are judgment-free and data-driven. Remember that the overall goal is to provide constructive feedback and to improve efficiency in the next iteration.

This means not just looking at key metrics for the project itself and how it performed, but how you actually worked as a team. 

The following questions can uncover ways to improve your next sprint:

  • How long did each task take to complete?  You don’t have to rely on just self-reflection here: time tracking tools can gather this data for you effortlessly as you work on your project. Use this to inform your forecasting.
  • Did the WIP limits work? Did you set your limits too high or too low?  Reflect on the roadblocks your team experienced and how can you anticipate them in the future.
  • Are there any tasks left outstanding? Why?  Set a deadline for when they will be completed and discuss solutions to avoid this happening in the future.

What PM features do Agile marketers need?

Sprint roadmap planning.

With most Agile marketing projects, you need a high-level roadmap of what activities will happen in each sprint.

Such a sprint roadmap gives the project’s stakeholders an overview of how a project will get delivered over a series of sprints. This way clients, managers, and team members get tentative visibility of the project’s timeline.

Sprint roadmap planning for a simple web design project

With Toggl Plan, you can plan multiple sprints on a single screen using Plan segments. The drag-and-drop timeline makes it easy to move tasks from one sprint to another. In addition, the timeline gives you visibility into critical milestones during a project’s timeline.

Kanban boards

As we mentioned earlier, a Kanban board helps visualize project and task progress.

Toggl Plan's Kanban boards make it easy to manage your Agile marketing project sprints

Typically laid out in a series of columns, each made up of separate task cards, Kanban boards show you at a glance:

  • Which tasks need to be done by the end of the sprint?
  • Who is working on them?
  • What status they’re in?
  • How long is the backlog?
  • How close is the project to completion?

This is a perfect overview not cluttered with needless information. At the same time, it enables you to focus on what’s important.

Team workloads

Marketing and creative team members often work on multiple projects at a time.

For projects with strict deadlines, it’s critical to get your scheduling right. This prevents scheduling conflicts, missed deadlines, and burnt-out team members.

See your entire team's schedule in one place with Toggl Plan's team timelines

Being able to see at a glance what the members of your team are working on throughout the sprint is essential. This helps adjust schedules and rebalance workloads when necessary.

Agile marketing is a practical approach to the complexities of modern marketing. It provides teams with a way to manage and meet audience expectations.

As a marketing team there are many choices to make: increments vs. iterations, Kanban vs. Scrum, dedicated vs. shared resources, and more. Hopefully, this article helps you make these decisions.

Toggl Team

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Take a peek at our most popular categories:

Marketing and Sales Project Manager

How to apply.

A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position.

Under general supervision of the marketing and sales director, responsible for the day-to-day project management and execution of moderate to complex projects that achieve marketing and sales goals for the Institute. Assign responsibilities, identify appropriate resources needed, and develop and monitor project schedules to ensure their timely completion. Track expenses, submit invoices, and ensure projects are executed within budget. Analyze, compare, and evaluate various courses of action.

Responsibilities*

40% - Project Management:

  • Under general supervision from the marketing and sales director, manage the execution of projects end-to-end, including scope, schedule, and budget throughout the project lifecycle
  • Create, implement, and monitor comprehensive project plans for the marketing and sales teams using ICLE's project management approach and technology. Prior to creating the schedules, seek input from design and content departments as needed.
  • Identify and assign project teams. Provide them with the information, detailed work plans, and deadlines they need to complete milestones and tasks on time.
  • Lead and facilitate project meetings with key stakeholders and identify the resources and roles necessary for a project's success, including scheduling meetings and creating agendas and minutes using ICLE's meeting methodology
  • Review processes and make recommendations to improve efficiency, quality, and reduce expenses
  • Train others on appropriate use of department project management software and processes
  • Understand basics of collaboration and demonstrate basic team development, conflict resolution, problem solving, communication, consensus, and change-management techniques

40% - Resource Planning and Production Management:

  • Make mailing list recommendations, get approval, generate lists, and submit to vendors
  • Enter information into databases to facilitate the execution of projects, including posting seminars in the store. Ensure accuracy once posted.
  • Manage folders and their organizational structure on the marketing and sales department's servers
  • Research vendors to evaluate capabilities. Take lead in generating QTO and other bids. Provide instructions to vendors, resolve issues, and serve as department's main point of contact with vendors and ICLE's business office. Approve and submit quotes.
  • Project and track expenses and submit appropriately coded invoices
  • Stay updated on best practices regarding project management, print production, data quality control, and USPS mailing requirements

15% - Data Reporting and Strategic Planning:

  • Generate the marketing and sales core management reports
  • Assist marketing and sales director in evaluating the success of projects and strategic initiatives by tracking data points, analyzing results, and creating written reports and analyses
  • Serve on various ICLE strategic teams
  • Share responsibility for project data quality control, including validation of data internally

5% - Other Duties as Assigned:

  • Serve as backup proofreader as needed
  • Assist the events team at selected in-person events when additional staffing is needed

Required Qualifications*

  • Bachelor degree in marketing/communications or related field; and/or equivalent combination of education, certification, and experience
  • 7+ years of experience in a marketing and sales department
  • 7+ years of experience in project management and project management software
  • 7+ experience in estimating project costs, expense tracking, and working with vendors
  • Knowledge of general marketing principles and an ability to apply them
  • Ability to set priorities, adhere to deadlines, and manage multiple projects
  • Excellent organization, communication, and time-management skills
  • Proven ability to work well with others and lead teams
  • Experience using marketing data to develop campaign action plans
  • Experience generating mailing lists from complex database systems
  • Efficient using Microsoft Outlook, Access, Word, and PPT. Advanced working knowledge of Excel, including used for budgeting and project management.
  • Ability to train others in process, procedure, and technology
  • Familiarity with ICLE's accounting system, codes, and processes
  • Experience managing and communicating with vendors, including use of U-M's bidding systems and procedures
  • Able to successfully complete a work sample administered by ICLE

Desired Qualifications*

  • Comprehensive understanding of ICLE's customers, potential customers, and products
  • Experience with ICLE's project and strategic management philosophy and approach
  • Experience using VersionOne agile software and adapting its functionality to a creative team
  • Willingness to explore how to utilize AI to assist with various tasks

Background Screening

The University of Michigan conducts background checks on all job candidates upon acceptance of a contingent offer and may use a third party administrator to conduct background checks.  Background checks are performed in compliance with the Fair Credit Reporting Act.

U-M EEO/AA Statement

The University of Michigan is an equal opportunity/affirmative action employer.

IMAGES

  1. Marketing Project Management Guide

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  2. 9 Top Project Management Tools for Digital Marketing Agency

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  3. The Art of Marketing and Managing your Project

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  5. Marketing Project Management Strategies to Implement

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  1. Marketing Project Management: Build a Strategy [2023] • Asana

    Summary Marketing project management is a methodology used to keep marketing campaigns on track and stakeholders informed throughout the project lifecycle. It provides clarity among teams, keeps your projects within scope, and helps team members meet customer needs.

  2. The ultimate guide to marketing project management

    What is marketing project management? Simply put, marketing project management is planning, overseeing, and delivering marketing-related projects. A project manager, owner, team lead, or head of marketing typically owns this process, and the specific steps and methodologies of project management vary by agency.

  3. Marketing Project Management Guide

    Marketing project management is a systematic process that covers all aspects of content administration and development, from concept to creation to completion. Project management for marketing has become a necessity for both in-house marketing departments and agencies.

  4. Marketing Project Management Strategies to Implement

    Marketing project management is a specialized function that focuses on planning, executing, and controlling marketing initiatives and campaigns. It covers the process of effectively coordinating and leading all marketing-related activities to achieve specific goals and objectives within the allocated time, budget, and resources.

  5. A Powerful Guide To Marketing Project Management

    Marketing project management helps companies and their marketing teams to streamline their processes, reduce complexities, and deliver better results as project objectives and deliverables are identified from the start. Check out some ways companies benefit from marketing project management. Enhanced project oversight

  6. Marketing In Project Management: The Ultimate Guide

    Marketing project management is a methodology that involves planning, managing, tracking, and delivering marketing projects. Throughout the project's lifecycle, marketing in project management is needed to keep marketing campaigns on schedule and stakeholders informed. In addition, it promotes teamwork, keeps projects on track, and assists the ...

  7. The Ultimate Guide to Marketing Project Management

    Marketing project management is all the planning that's necessary to take a marketing campaign from an idea to execution. On a fundamental level, it's deciding how to achieve a goal, what needs to get done, planning the steps, and then making sure it happens. Let's look at an example project.

  8. Ultimate Guide to Marketing Project Management

    Marketing project management enables efficient resource allocation, aligns marketing efforts with business goals, and ensures the timely execution of campaigns. It facilitates effective communication with stakeholders, controls project scope and budget, mitigates risks, and ultimately leads to enhanced customer satisfaction.

  9. What Is Marketing Project Management? Definitions, Steps, & More

    What Is Marketing Project Management? Definitions, Phases, Steps, & How To Organize Your Projects What Are Marketing Projects? What Is Marketing Project Management? Why Is Marketing Project Management Important? What Skills Should A Marketing Project Manager Have? What Are A Marketing Project Manager's Responsibilities?

  10. The Ultimate Guide to Marketing Project Management

    Marketing project management involves researching market opportunities, strategizing projects to increase market share and maximize profit, and then planning and implementing those strategies in ways that will help the company achieve its goals.

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    Phase 1: Planning To kick things off, key project stakeholders, including clients (for marketing agencies), start with defining and agreeing on the marketing project's goals and objectives. Marketers who plan their projects and follow through on them are four times more likely to report success.

  12. What Is Project Management in Marketing? (With Benefits and Tools)

    Project management in marketing is useful because it coordinates the planning, execution and completion for individual projects and can help agencies meet schedule and budget restrictions. This type of project management can help maintain a consistent marketing strategy throughout the team and create high-quality results.

  13. The Ultimate Guide To Project Management For Marketing & Ad ...

    Project management helps you plan, track, and deliver marketing projects on time and profitably. Without robust project management, a creative agency can quickly find itself neck-deep in client complaints, employee burnout, and unexpected expenses.

  14. What Does A Marketing Project Manager Do (Role And Skills)?

    Project management in marketing is the process of organizing marketing campaigns and leading a marketing team to achieve business objectives within set constraints like budget, time, and scope. A marketing project manager is in charge of the marketing project management process. This includes: Creating project objectives, timelines, and processes

  15. The Role of a Marketing Project Manager

    A marketing project manager is a professional who handles the project management for marketing either internally or as an external agency, overseeing projects related to marketing campaigns. Marketing project managers supervise both the people working on marketing projects and the projects themselves.

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    Marketing project management involves a few key things such as brainstorming, scheduling, budgeting, assigning the tasks, identifying KPIs, evaluating KPIs, and more. Through solid marketing project management, your team will be able to complete campaign tasks more efficiently and communicate in a much better way.

  17. 8 Tips For Effective Marketing Project Management

    What Is Marketing Project Management? Marketing project management is a broader process as compared to traditional project management. Marketing project management is a comprehensive management and development of a marketing campaign wherein instructions are provided to team members so they can perform the campaign tasks with minimal errors and maximum efficiency, just like it is in any project.

  18. Marketing Project Management: The Ultimate Guide 2024

    Marketing project management refers to planning, managing, and delivering marketing projects with ease. Examples of marketing projects include advertising, search engine optimization, email marketing, and social media marketing.

  19. How To Create A Marketing Project Plan: A Step-by-Step Guide

    A marketing project plan is a report or presentation in which you outline your marketing strategy. It covers your marketing goals, the steps you will take to achieve these goals, and how to measure them. This could be for a specific period, for example, the next quarter or year, or for a specific event, such as a product launch.

  20. What Is Marketing Management? An Essential Introduction

    Marketing management involves creating and implementing a marketing plan. That means creating tasks, as well as monitoring and tracking the progress of your marketing strategy as it unfolds. ProjectManager is work management software that delivers the real-time data needed to make insightful decisions.

  21. 20 Best Marketing Project Management Tools to Empower Your Team

    20 Best Marketing Project Management Tools to Empower Your Team Project management tools are fundamental for the success of any marketing team or agency. In this comprehensive guide, we dive into the world of project management software tailored specifically for marketing professionals.

  22. 21 Best Marketing Project Management Software in 2024

    10. Zoho Projects. Zoho Projects is one of the best marketing project management options because of its cloud-based platform that helps you and your marketing team plan work, track project progress, and collaborate with your team. Their easy-to-use interface makes it easier for new users to adopt the software.

  23. Marketing Management: What Is It and Why Does It Matter?

    Personal skills necessary to work in marketing management include communication, project management, creativity, organizational skills, and problem-solving. You can build these relevant marketing management skills in a few different ways: Attend networking events and seek networking opportunities online and in person.

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    Marketing work management platforms do more than just project management. They give teams a shared workspace to collaborate, organize tasks, manage resources, track time and streamline communication.

  25. I Tried 10 AI Project Management Tools to See if They're Worth It

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  27. Agile Project Management In Marketing: A Complete Guide

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    Under general supervision from the marketing and sales director, manage the execution of projects end-to-end, including scope, schedule, and budget throughout the project lifecycle; Create, implement, and monitor comprehensive project plans for the marketing and sales teams using ICLE's project management approach and technology.

  30. Assistant Men's Soccer Coach (Part-Time) in New York, NY for John Jay

    -Assist in the planning, management, evaluation, operation, and coordination of all aspects of the Men's Soccer program. -Assist in organizing practice sessions and game-day coaching operations. -Being very proactive in recruiting prospective students of the highest quality in order to contribute to the program's success.