Category: legacy-Strategy & Planning
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PROJECT TEAM – How to – Schedule Planning Pods
PROJECT TEAM – How to – Schedule Planning Pods Purpose of this How To Guide: To clarify how Planning Pods are scheduled (in a time efficient manner). Applicable to: Project Managers Customers: Silver Customers Timescale: It takes around 20 minutes to schedule a complete Planning Pod (of around 4 individual Silver Customers) Introduction Silver…
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How To – Accelo: Silver Campaign Planning
This guide will provide you with step by step instructions on Silver Campaign Planning in Accelo. Please note that this Guide refers to 2 documents (Silver Campaign Planning Meeting Prep Form, and Silver Campaign Plan Form). Both are found with that individual Customer’s Digital Assets folder on OneDrive (in the Work Plans folder). The URL for…
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PROJECT TEAM – How to – Prep for a SILVER Campaign Planning Meeting (CPM)
PROJECT TEAM – How to – Prep for a SILVER Campaign Planning Meeting (CPM) Purpose of this How To Guide: To ensure Account Managers, SEO, PPC and Content Executives involved in the planning of a silver campaign plan know what information they are expected to bring to the campaign planning meeting. Applicable to: Account Managers, SEO…
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PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting
PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting Purpose of this How To Guide: To ensure all the colleagues know the purpose of the campaign planning meeting and what is expected of them prior, during and after the meeting. Applicable to: Lead Digital Marketing Executive Customers: Silver Customers Timescale: Silver Campaign planning…
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PROJECT TEAM – How to – Platinum Accelo Entry
PROJECT TEAM – How to – Accelo Entry (Platinum) Purpose of this How To Guide: This How To Guide describes how to perform the Task called “Planning – Accelo Entry“. This is required for every Platinum Customer every Interval. Applicable to: PMs (Project Managers) Customers: Platinum (and at time of writing some higher Gold) Customers…
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SEO – How to – SEO and Content Pool
SEO – How to – SEO and Content Pool Purpose of this How To Guide: To ensure all SEOs Executives know what the SEO / Content Pool is when planning for a new interval, and tips on how best to utilise the budget provided. Applicable to: SEO Executives Customers: Bronze, Silver, Gold Timescale: N/A Introduction…
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PROJECT TEAM – How to – Report QC
PROJECT TEAM – How to – Report QC Purpose of this How To Guide: This How To is a short description of what needs to be considered when performing Quality Control (QC) on a report. Applicable to: PMs (Project Managers) Customers: Platinum & Gold full report customers Timescale: A 10 to 20 minute task that occurs…
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GENERAL – How to – Meeting Prep
GENERAL – How to – Meeting Prep Purpose of this How To Guide: How to execute the (PM) Task called ‘Planning – Meeting Prep’ Applicable to: PMs (Project Managers) Customers: Platinums Timescale: Interval commence – 10 minute task. Introduction When a new interval fires for a customer who has a Campaign Planning meeting or…
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PROJECT TEAM – How To – Close an MC Interval
PROJECT TEAM – How To – Close an MC Interval Purpose of this How To Guide: To inform Project Managers and Leads how to check and close Intervals in Accelo. Applicable to: Project Managers, Leads and other MC Managers Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to, expire.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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PROJECT TEAM – Infographic Admin & Production
PROJECT TEAM – Infographic Admin & Production Purpose of this SQ How To: To explain our SQ Digital’s standardised process for producing an Infographic. Applicable to: All Customers: Any who have Infographics planned Timescale: This procedure lasts a minimum of 1 week Introduction A campaign plan will outline if an Infographic needs producing, and the first…
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CONTENT – How To – Plan Next Interval
CONTENT – How To – Plan Next Interval & Planning Pods This document explains how to plan the next interval’s work for a client. Applicable to: Content Team (and other Exec’s if Customer does not receive Content) Customers: Silver Timescale: 10-15 minutes Introduction Plan a client’s monthly Digital Marketing strategy, which will require…
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How to – SEO Health Check & Campaign Planning Meeting Prep
SEO – How to – Health Check & Campaign Planning Meeting Prep for Platinums