In-House Agency Optimization: The Intake Process (Virtual)

Understanding How to Set-Up the IHA Workflow for Success
(Virtual Half Day workshop)

Virtual Workshop Description
An effective intake process can make or break your IHA success. With the rise of the in-house agency, IHA leadership is questioning how to drive better speed to market, better communication with marketers, and optimize workflow. There is a compelling need to structure and manage creative teams to produce the best creative while managing to deadlines and budgets. To drive effectiveness and organizational efficiency, it is essential to address operational challenges, starting with the intake process.

One of the most common areas for operational inefficiencies is your intake process, which includes project classification and workflow best practices based on project types. In this session, IHA leadership will learn best practices and solutions to better manage the creative process from intake / request through execution to drive better creative output and internal client satisfaction. We will also discuss how to share the internal process to help drive better partnerships with internal stakeholders and align the internal creative team.

Expect to walk away from this session with pragmatic solutions for how to set up each project for success and align your internal teams at the start of each project for better client communication around project expectations.

Who is this workshop for?
In-house agency management, personnel, operations, creative, project managers etc. who want to better understand how to improve operational efficiency and communication with stakeholders.

Virtual Workshop Benefits
The benefits of attending this workshop fall under the following key drivers of growth: increasing marketing efficiencies, improving marketing effectiveness, and improving employee alignment.

This workshop helps attendees increase marketing efficiency by teaching:

  • Warning signs of operational inefficiency and lack of process
  • Concrete steps to increase speed to market without changing the creative timeline

This workshop helps attendees improve marketing effectiveness by teaching:

  • How to clearly define project types
  • How to improve overall workflow based on project classifications
  • How to define the intake process per project type
  • How to standardize and implement an effective process for each project type

This workshop helps attendees improve employee alignment and collaboration by teaching them:

  • How to define the starting point for each project
  • How to align all stakeholders at the start of each project
  • How to create a defined production process for marketers and creatives


Download the full agenda here



Andrea B. Ruskin

Strategic Consultant / Partner, Blum Consulting Partners, Inc.

Andrea is a Strategic Consultant and Partner at Blum Consulting Partners who works with marketers to implement marketing transformation and workflow that drives a more creative, effective, and strategic creative process. With over 25-year’s experience in advertising as an Executive Producer, Production Company Owner and former AICP National Vice Chairman, Andrea combines her production background with 11 years of brand consulting experience to create processes and working models that optimize the creative process. Andrea is also a member of the ANA Faculty and currently trains marketers on in-house agency optimization.


In-House Agency Optimization: The Intake Process

Positioning Your IHA for Operational Success


Jim Wallace

Marketing Ops & Agency Management Expert, Blum Consulting Partners, Inc.

Jim has over 25-years’ experience as an award-winning global marketer and consultant with deep expertise in marketing operations, agency management, and marketing communications.

Jim works with Blum on in-house and external agency operations, in-house agency valuation, agency and client operating models and processes such as evaluations, compensation, and production models.