Checklists
Ten Steps to a More Effective Alignment between Marketing & Marketing Procurement
A list of ten steps to a more effective alignment between marketing and marketing procurement.
The CMO Survival Guide
Jim Garrity, Chief Marketing Officer at Wachovia, provides four survival tips for CMOs.
Media Delivery Evaluations
These six checklists, which cover all media areas, can be used as a report card to raise the standards of your media operations. To properly utilize this tool, make sure to involve your key stakeholders as well as your media agency team.
Ten Steps to a Successful Client/Agency Relationship
This checklist provides insight into the common mistakes that clients and agencies make in their relationship and how to avoid them.
Six Marketing Organization Models
The Association of National Advertisers and Booz Allen Hamilton have identified six distinct marketing organization models defined by scope of responsibility, decision rights, capabilities, organizational linkages, and performance metrics.
Effective Creative Meetings
This checklist provides pointers to help you run more effective creative meetings.
Step-by-Step Brief Process
This checklist provides a step-by-step guide to the agency brief process.
Step-by-Step Scope of Work Process
This checklist provides a step-by-step plan for establishing a scope of work for your agency.
Optimizing Agency Relations: Good Practices
This checklist reviews the agency relations themes of Partnership, Communications, and Results; includes descriptors with pointed discussion questions.
What Advertisers are Looking for in an Agency
This checklist details the capabilities or expertise advertisers most desire in an agency.
Ways to Get More from Your Advertising Agency: The Agency Perspective
This checklist gives the agency's perspective on how to best manage the advertiser/agency relationship in 15 points.
The Agency Questionnaire: RFP or RFI
This checklist provides information on how to solicit RFPs and how to rate agency responses.







