From Vision to Results: How to Convert a Great Strategy into Focused Execution and Success
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Presentation deck from Full Circle CRM Circulate 2015 Keynote
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From Vision to Results: How to Convert a Great Strategy into Focused Execution and Success
- 1. From Vision to Results: How to Convert a Great Strategy into Focused Execution and Success Matt Heinz President, Heinz Marketing Inc matt@heinzmarketing.com @heinzmarketing @heinzmarketing #circulate2015
- 2. 2 Housekeeping • Copy of this deck • Offers for you • Modern Marketer’s Field Guide • B2B Sales & Marketing Metrics Best Practices Guide • The Complete MarTech Landscape Directory in XLS • Send me an email (matt@heinzmarketing.com) or hand me a business card noting what you want @heinzmarketing #circulate2015
- 3. Immediate ROI from #Circulate2015 • Take better notes (next time…) • http://www.heinzmarketing.com/2012/04/how-to-take- notes-at-a-conference/ • On the plane home… • Triage your priorities & action items • Publish your notes • Execute your plan @heinzmarketing #circulate2015
- 4. 4 Last Slide First • Common Objectives & Measurements • Integrated Decision-Making • Decentralization • Empowerment with Accountability • Disciplined Execution • Personal Productivity @heinzmarketing #circulate2015
- 8. Keys to driving alignment • Focus on outcomes, not tactics • Measure all parties on sales & revenue impact • CIO + CMO + CFO = BFFs • Work from a single technology budget • Sit together • Drink beer together 8@heinzmarketing #circulate2015
- 15. Execution Essentials • Roles & responsibilities • Triage • Scorecards • Meeting rhythm • Transparency and trust • Track to the close @heinzmarketing #circulate2015
- 16. The Seven Habits of Incredibly Productive Marketers 1. Project Lists 2. Task Lists, Organization & Filtering 3. Email Management 4. Note Taking, Triage & Filing 5. Time Management 6. Idea Capture 7. Automation & Reminder Tools @heinzmarketing #circulate2015
- 20. Note Taking, Triage & Filing @heinzmarketing #circulate2015
- 23. Automation & Reminder Tools @heinzmarketing #circulate2015
- 24. 24 Last Slide First • Common Objectives & Measurements • Integrated Decision-Making • Decentralization • Empowerment with Accountability • Disciplined Execution • Personal Productivity @heinzmarketing #circulate2015
- 25. 25 If you want more… matt@heinzmarketing.com @heinzmarketing #circulate2015 CheifMartec’s 2015 Marketing Technology Landscape
- 26. 26 Thank You! Matt Heinz President, Heinz Marketing @heinzmarketing matt@heinzmarketing.com @heinzmarketing #circulate2015
Notas del editor
- I have three: Active, Delegated & Someday Weekly review process Add and forget (until Sunday) (print a copy for show-and-tell tomorrow) Smartsheet for groups @WaitingFor folder Contactually Projects – Delegated folder
- Sort by context Use dates unless it’s not deadline-driven “One of Five” Use tools to make it available everywhere Make the “anywhere” tasks truly anywhere (folder for plane time) “free” calendar reminders
- Inbox Zero is a myth Folders aplenty @ folders Two minute rule One read rule (if you can’t follow it, don’t check your email) 24 hour rule
- (take copy of notepad for show and tell) Pen and paper always (Evernote for conferences sometimes) Transfer the checkboxes Scan and archive the notes
- Block time Nights off Always have something to do with you Meetings – have an agenda, start on time, question recurring meetings, huddles instead
- Pen and paper Moleskine AquaNotes Dragon Dictation Dial2Do
- Smartsheet Daily Do List Social tools – Hootsuite, Buffer Contactually LinkedIn Contacts