It’s crunch time for marketing teams, with 75% of CMOs facing pressure to do more with less. But in the quest to drive revenue, a great marketing plan isn’t always enough—it’s how you implement it that matters. In this article, learn how leaders can put their annual plans into action and ensure every campaign is set up to drive revenue growth, without wasting valuable time and money in the process.
Gympass と Asana を連携して、ステークホルダーの足並みを揃え、パフォーマンスをリアルタイムでモニタリングし、手作業を自動化する方法をご紹介します。
Only 23.1% of sales professionals say sales and marketing are strongly aligned. But it doesn’t have to be that way. By rallying marketing and sales teams around shared goals, you can break down silos and ensure everyone is working in the same direction.

マーケターとして成功するには、パイプラインと収益を確保することが不可欠です。”
For shared goals to work, a few different things have to happen:
Marketing and sales decide on the key metrics they’ll use to measure success—like revenue or closed deals. By keeping those metrics consistent across teams, you ensure everyone is aiming for the right targets.
Both teams align on their ideal target audience, so all efforts are spent in the right place. For example, this could mean mapping marketing campaigns and sales tactics to specific buyer personas.
Teams make their shared goals visible across the organization—so both marketing and sales stay accountable and on track. For example, leaders can use work management software to ensure every sales tactic and marketing campaign ladders up into shared goals.
Lucid はAsana で目標を使用して会社の OKR (目標と主要な結果) を追跡し、それらを従業員のタスクにリンクすることで、すべてのイニシアチブを Business 目標にマッピングしています。 プログラムマネージャーは、四半期ごとにチームが OKR を作成し、四半期を通じて更新することで、仕事を順調に進められるようにします。
Despite the importance of goals, 90% of executives at companies with annual revenues of $1 billion fail to reach all their strategic objectives because they’re too difficult to implement. Closing that gap between goal setting and implementation is essential for marketing success—and leaders can solve this by making every campaign goal actionable.
One way to create actionable goals is with objectives and key results (OKRs)—a goal-setting methodology that pairs objectives with the metrics teams use to track progress. OKRs follow this simple but flexible template: “I will [objective] as measured by [key result].” In this format, the objective is the goal you want to achieve, while the key result is the metric you’ll use to measure progress.
Asana では、経営陣が Business Objectives (事業目標) を設定しますが、それらの目標に合わせて主要な結果を決めるのは各チームです。 この場合、各チームメンバーは大局的なチームの主要な結果につながる、個人の主要な結果を定めていきます。 このアプローチは、従業員が目指すべき目標を示し、すべての仕事が主要なビジネス目標につながるようにします。 しかし、リーダーは (多くの場合、全体像を把握していないため) 過度に指示を出す必要はありません。 むしろ、チームや個人が具体的な目標を設定し、自らの責任で達成できるようにすることが大切です。
If your marketing plan stays in a drawer to gather dust, it’s not going to yield results—period. Employees need visibility into company and marketing team objectives, so they know how to plan and prioritize campaign work. Despite the importance of communicating goals, it’s still a challenge for many leaders. According to our research, only 16% of employees say their company is very effective at setting and communicating goals, and only one quarter of employees say they have a very clear understanding of how their work relates to company goals.
Technology, like work management systems with built in OKR features, solves this by enabling everyone to see business goals and visualize how their work ladders up into those top-level objectives. That means the leadership team doesn’t need to spend lots of time and effort to guide workers in the right direction. Instead, marketers have enough information to guide themselves—choosing on their own the best way to support your marketing plan.
It’s critical for leaders to adjust their strategy as conditions change. Shifting marketing conditions, new competitive threats, and other internal and external factors can put goals at risk—or even open up new areas of opportunity. Without a system to track and adjust goals, leaders can’t monitor the situation and adjust their strategy. They’re like a pilot flying blind, following a pre-set course despite changing weather and air traffic patterns.
Here’s how marketing leaders can successfully track and course-correct goals:
Document goals in a central place, so every team can see what your starting targets are. Having a record is especially important if you need to shift goals later.
Decide on a regular reporting and status update cadence to keep teams informed on progress. For example, check and share your goal progress every month for a quarterly objective.
Share status updates in one place, so teams can see a record of progress over time. Ideally, stakeholders should be able to find and look through past status updates whenever they need to.
Decide in advance who is responsible for updating goals if market conditions change. Creating a decision-making framework ahead of time ensures teams carefully evaluate any changes, especially when those changes will impact the entire marketing organization.
Setting, communicating, and tracking goals is one thing, but how do you ensure work stays on track once it’s assigned out across the marketing org? Keeping teams accountable is one of the greatest challenges when it comes to delegating work, but it’s doable with a bit of extra structure. The key is to clearly define roles and responsibilities, so everyone knows exactly what they should be doing.
Here are a couple different frameworks you can use to keep teams accountable:
RACI charts: A RACI chart clearly identifies a project team’s roles and responsibilities. By following the acronym, you can clarify who’s in charge of what—so there’s less confusion and you can move forward decisively. The acronym stands for: Responsible, Accountable, Consulted, and Informed.
RAPID® decision-making: While a RACI chart defines project roles, the RAPID® framework assigns roles for the decision-making process itself. The framework identifies five key roles for major decisions: Recommend, Agree, Perform, Input, Decide.
従業員に AoR が割り当てられている場合、会社はその従業員が自分の担当エリア内で最適と思われる方法で仕事を進めることを信頼していることを意味します。
Asana のマーケティングチームが、キャンペーンの計画と制作を一元化することで、関係者の足並みを揃えている方法をご紹介します。
You’ve put a lot of work into annual planning—now it’s time to turn those plans into revenue-driving campaigns. For more actionable insights, check out our webinar about how to create a successful marketing plan for 2024.
Gympass と Asana を連携して、ステークホルダーの足並みを揃え、パフォーマンスをリアルタイムでモニタリングし、手作業を自動化する方法をご紹介します。