"Hey @marketingops! Do you think you can have this extremely important project back to me in two hours?"
Marketing Operations is pretty exciting. We live at the intersection of marketing, design, content, analytics, website development, and IT operations. We connect the dots between delivering planning, governance, and support to allow others to focus on delivering value.
The Problem 🤔
We get to work with so many people. Which is awesome. What’s not so awesome are the complications that arise when we encounter their varying workflows. Every team works differently. And every team has a different idea of what ample lead-in time is. If we don’t plan things properly, chaos can ensue.
How do we stay focused? We make sure to gather all the information we need as quickly as we can. But therein lies a challenge: How to collect this information? And how do we let teams know how long we need to work on projects? We could start with direct messages, meetings, phone calls, watercooler chats, or even sticky notes. But this is too messy. We wouldn’t be able to keep track of everything.
The Solution 💡
Want to know what totally changed our lives? Two words: Request Forms. These centralize everything. We can see who is doing the asking, what they are asking for, why they are asking for it, and when they need it by. We can also specify mandatory lead-in times (give us a few days at least, please) and loop in as many, or as few, Marketing Operations squad members as we need.
We live by them 🙌. Request forms always come first.
It can be a challenge to get other teams to use these forms, though. As the Marketing Operations team lead, I pretty much evangelize them. Here’s what my Slack bio looks like:
Why Request forms?
- It gives an overview of our expectations
- It ensures answers to question the requester might not have thought to ask
- It makes working together easier
- It minimizes follow-up questions
How You Can Do It
You should try Request forms too. They’ll make your life a lot easier. Here are some tips to get you started:
- Do a test run: Go over your Request form structure with your own team and with the teams you work with. Make sure everyone understands what's required.
- Explain their value: Let them know the reason you created the form in the first place. They’ll quickly understand that it saves everyone time.
- Go with the flow: Make sure your Request forms can adapt around your team’s workflow patterns.
- Automate. Automate. Automate: Make sure to auto-assign Request forms to the team member responsible for workload management. And make sure they go into a dedicated Folder.
Most importantly: Never be ashamed of asking people to fill out Request Forms. You’re making everyone’s lives easier by delivering clear processes that help them work with confidence 🙌.
Mariam (maternity leave from May15) Vanyan Wrike Team member Become a Wrike expert with Wrike Discover