The toolkit
Canvases, templates, checklists, worksheets and calculators to use today. Each one is built on a named framework, explained with its sources, and ready to fill in here, print or download. What you type stays in your browser.
Canvases2
One page that holds a whole idea, filled in together.
- The customer journey map: stages, touchpoints, needs, feelings and ownersA canvas that lays one customer's journey along a line, from discovering a need to recommending the brand, and fills in what happens at each stage: the touchpoints, the need, the feeling, the message and the team that owns it. After McKinsey's consumer decision journey and the touchpoint research behind it.
- The measurement framework: from objectives to organisational impactA canvas that links the organisation's objective to the communication objectives, then to inputs, activity, outputs, out-takes, outcomes and impact, with a metric, baseline, target and source for each. After AMEC's Integrated Evaluation Framework and the Barcelona Principles.
Worksheets2
Questions to work through, one decision at a time.
- The PESO channel audit: paid, earned, shared and owned on one gridA worksheet that lists every channel the brand uses under paid, earned, shared and owned media, with the job each does, its budget or effort, its owner and its KPI, so gaps, overlaps and over-reliance show at a glance. After Gini Dietrich's PESO model.
- The integration RACI: who is responsible, accountable, consulted and informedA matrix of the activities in an integrated programme against the people and agencies involved, marking for each who does the work, who signs it off, who is consulted and who is kept informed. A general project-management practice, defined in PMI's lexicon, applied to marketing teams and agencies.