Phase 01 / Understand the groundDays 1–20
Understand the ground
Agree the mandate, get close to the business and customer, and map the current marketing system. The aim is to understand what is happening before deciding what to change.
Visible output A shared view of the immediate job, the current system and the questions that need answering.
Phase 02 / Name the constraintDays 21–30
Name the constraint
Identify the problem holding progress back and establish the measures that give the business an honest starting point.
Visible output One agreed constraint, the evidence behind it and a baseline scorecard.
Day 30 checkpoint Are we solving the right problem? Confirm the mandate, the main constraint and the measures that will show whether the work is moving in the right direction.
Decision checkpoint 01Day 30
Are we solving the right problem?
Confirm the mandate, the main constraint and the measures that will show whether the work is moving in the right direction.
Phase 03 / Choose the prioritiesDays 31–60
Choose the priorities
Make the priority and trade-off decisions, then align the team and partners around the work that matters now.
Visible output A prioritised plan, named owners and a clearer way of working.
Day 60 checkpoint What will we do, and what will we not do yet? Agree the focus, resource trade-offs and the leadership decisions needed to support the plan.
Decision checkpoint 02Day 60
What will we do, and what will we not do yet?
Agree the focus, resource trade-offs and the leadership decisions needed to support the plan.
Phase 04 / Put the plan to workDays 61–90
Put the plan to work
Turn the direction into an owned plan, lead the first priority moves and review the evidence as the work starts to land.
Visible output Priority actions underway and a decision-ready view of the next stage.
Day 90 checkpoint What needs continued leadership? Review what has changed, what has been learned and what the business should carry forward, build next or decide differently.
Decision checkpoint 03Day 90
What needs continued leadership?
Review what has changed, what has been learned and what the business should carry forward, build next or decide differently.
01 / Set the remit
Agree the mandate.
Start with what the business needs marketing to do, who can make which decisions and where the role fits alongside the founder, board and leadership team. Make the brief specific enough to work from.
Output / decisionA written mandate, decision rights and a shared definition of the immediate job.
02 / Get the context
Get close to the business and customer.
Look at the commercial plan, customers, offer, market and the people closest to the work. Listen before changing the story or the plan.
Output / decisionA concise view of the business context, customer questions and assumptions that need testing.
03 / See the whole system
Map the current marketing system.
Trace how strategy, brand, channels, content, sales support, agencies and measurement currently connect. The aim is to see what is working, what is duplicated and what has no clear owner.
Output / decisionA simple map of the marketing system, responsibilities and immediate gaps.
04 / Name the constraint
Identify the real constraint.
Separate the visible symptom from the problem holding progress back. It may be a proposition, a decision bottleneck, unclear ownership, a weak channel plan or missing capability.
Output / decisionOne agreed statement of the main constraint and the evidence behind it.
05 / Establish the starting point
Establish baseline measures.
Choose the measures that give the business an honest starting point. They should connect to the commercial objective, while recognising that awareness, consideration and operating improvements may move before commercial results do.
Output / decisionA baseline scorecard, data gaps and a practical reporting rhythm.
06 / Choose what matters now
Make priority and trade-off decisions.
Decide where to focus, what to pause and what not to do yet. This is where a long list of activity becomes a shorter set of choices the business can support.
Output / decisionA prioritised plan with explicit trade-offs, owners and decisions still needed.
07 / Put the right people around the work
Align the team and partners.
Give internal teams, agencies and specialist partners a shared view of the direction, their role and the standard expected. Fix avoidable handoffs before adding more meetings or more suppliers.
Output / decisionA clear working model, named owners and agreed ways of working.
08 / Turn decisions into a plan
Turn direction into an owned plan.
Translate the choices into a plan for propositions, audiences, channels, creative, budget, measurement and sales support where relevant. The plan should show what happens first, who owns it and how decisions will be reviewed.
Output / decisionAn owned marketing plan with sequencing, resource needs and review points.
09 / Start the important work
Lead the first priority moves.
Begin the few actions that unblock the wider plan, whether that means a proposition decision, agency brief, launch sequence, team change or measurement fix. Keep the work close to the agreed mandate.
Output / decisionFirst priority actions underway, with progress and decisions visible to the leadership team.
10 / Decide the next stage
Review the evidence and agree the next stage.
Review what has been learned, what has changed and what needs continued leadership. The point is a decision-ready view of the next stage, not a claim that commercial outcomes have already arrived.
Output / decisionAn evidence-led review and an agreed recommendation for what happens next.