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Steve Offsey
Agile Marketing:
Does one size fit all?
This is the story of how a
lean marketing team
succeeded by re-inventing
the way we worked.
2
3
We were faced with an
overwhelming set of
challenges.
We needed to…
4
Better define
and segment
our target
market
5
Better understand our target customer
• Who are the buyers
and influencers?
• What do they care
about? What
outcome are they
seeking?
• Where do we find
them?
• What or who
influences them?
• How do they want to
engage and
(eventually) buy?
6
Improve our
alignment with
Sales
7
Recruit and
grow a
world-class
marketing
team
8
Build a
modern
sales &
marketing
tech stack Internet
CRM
Marketing
Automation
Website
Middleware and External Data Connectors
Analytics and Dashboards
Resource and Activity
Mgmt
Personalization, Testing & Optimization
Sales Enablement, SEM, SEO, Ad, Video, Events & Webinars, Social, Design
9
And not
forget to
generate
demand!
10
As Willy Wonka
once said,
“So much time
and so little to do.
Wait a minute.
Strike that.
Reverse it.”
So, how could we keep our
team focused, motivated and
productive when there was
so much to do and priorities
were constantly shifting?
11
12
We needed to reinvent the traditional, task-
based Marketing culture that was killing us!
So, we decided to
implement…
13
14
Scrum
Agile Marketing
Scrum 1
15
We started with a typical Scrum approach
ActivitiesBacklog Sprints
24 h
30 days
16
First, the team met to decide on the details
Q: How long should a sprint be?
A: 2-4 weeks max
Q: How many sprints can run concurrently and how
many sprints can one person participate in?
A: Sprints vary in size, so rather than cap the number of
sprints each person commits to a specific set of tasks
After a few months of
scrum we saw that…
17
Scrum led to
teamwork
improvement
18
Scrum
resulted in a
dramatic
improvement
in morale
But it was
also too
easy to
prioritize
activity over
results
And for
some
people to
work on a
lot of things,
but not
finish them!
So, we took a hard look at
implementing…
22
23
Scrum
Agile Marketing
Kanban 2
24
Kanban has an innate simplicity
The team was drawn to Kanban, because it was
simple, clear and transparent 25
We thought Kanban could increase productivity by
focusing everyone on what needs to be done right now 26
But some wondered whether we would waste
time combing through the backlog every day 27
And thought it might make it easier for some
people to take tangents and drift off target 28
As well as allow them to choose only the
tasks they liked 29
30
The team was enticed
by Kanban, but didn’t
want to lose the best
parts of scrum.
31
The team was enticed
by Kanban, but didn’t
want to lose the best
parts of scrum.
So, we decided to
combine the best parts of
Scrum and Kanban and
implement…
32
33
Scrum
Agile Marketing
Scrumban 3
34
Scrumban takes the best parts of Scrum and Kanban…
Sprint 1
• Task 1
• Task 2
• Task 3
Sprint 2
• Task 1
• Task 2
• Task 3
Sprint 3
• Task 1
• Task 2
• Task 3
To Do Doing Done
Monthly Daily
35
...and combines them!
ActivitiesBacklog Sprints
30 days
To Do Doing Done
36
Scrumban is gaining traction for Agile Marketing
Lean
30%
Kanban
25%
Scrumban
14%
Scrum
14%
Mix
17%
Source: Wrike’s State of Agile in 2016 https://www.wrike.com/library/ebooks/agile-marketing-report-2016/
I know. Sounds
great, but how did
we really do it?
37
38
During Sprint Planning the team pulls the items from the
backlog most likely to achieve the next month’s KPIs
Sprint 1
• Task 1
• Task 2
• Task 3
Sprint 2
• Task 4
• Task 5
• Task 6
Sprint 3
• Task 7
• Task 8
• Task 9
Backlog
…
…
…
…
…
…
…
…
…
…
…
…
Monthly KPIs
• KPI 1
• KPI 2
• KPI 3
At each day’s standup, the team reviews KPI burn-
down/burn-up charts…
0
50
100
150
200
250
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
NewNames
Day
Ideal
Actual
0
10
20
30
40
50
60
70
80
90
100
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29
MQLs Day
Ideal
Actual
To Do
40
…to decide which tasks are most important to work on
Sprint 1
• Task 1
• Task 2
• Task 3
Sprint 2
• Task 4
• Task 5
• Task 6
Sprint 3
• Task 7
• Task 8
• Task 9
Doing Done
We also evaluated
tools to help us
organize and keep
track of everything.
41
42
We found that…
43
44
Post-its
are great
for
smaller,
co-located
teams
45
But can be
impractical
for larger
or remote
teams
We evaluated software based on
• Collaboration
• Communication
• History tracking
• Reporting
• Customizability
• Integration
• Budget
46
47
48
What did we learn?
49
Some of the
common myths
about Agile just
aren’t true!
50
Myth: Agile Marketing
just means work faster
51
Myth: Agile Marketing
just means work faster
52
Myth: Agile
Marketing just
means ‘quick
and dirty’
Myth: Agile
Marketing just
means ‘quick
and dirty’
55
Myth: Agile Marketing just means you don’t have a plan
56
Myth: Agile Marketing just means you don’t have a plan
And Agile doesn’t
work equally well
for every type of
marketing activity
57
58
Scrumban
works really
well for
campaign
planning
59
Scrumban works
really well for
digital campaign
execution
Scrumban works well for tech stack enhancements by
forcing the team to prioritize and ‘chunk’ their work
60
Scrumban is a challenge for customer/buyer research
61
Scrumban is a challenge for PR and events
62
Medium term
activities that can
be broken into
discrete pieces
63
Real-time activities
or long-term
activities that
require continuity
Where did Scrumban work best?
One more thing
we learned.
64
65
There’s no
‘One-size fits
all’ approach to
agile marketing.
Photo Credits
• Post-it Concept Wall courtesy of Jennifer Morrow
• Web Summit 2013 In The RDS In Dublin courtesy of William Murphy
• Burning Bright courtesy of Rowan Saunders
• Internet Marketing Plan with red markers courtesy of Ivan Walsh
• Digital Marketing Social Media Tree courtesy of Automotive Social
• Adorable Handsome… courtesy of Aqua Mechanical
66
Steve
Offsey
CMO / VP Marketing
617.834.2834
steve.offsey@gmail.com
marketbuildr.com
www.linkedin.com/in/steveoffsey
@MarketBuildr
plus.google.com/u/0/112180942182740068934
BuildingexceptionB2B,SaaS,
EnterpriseSoftwareandInternet
businesses

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Agile Marketing: Does one size fit all?