[Use Case Templates] Go To Market 📣

 

❗️Note: Please make sure you’ve checked out our announcement about the changes related to the Use Case Templates in Wrike. In short, the Wrike’s Use Case templates are now available in the Space creation dialogue instead of Wrike Assistant.

 

Hi there 🖖

We continue our discussions about Wrike’s in-app Onboarding Templates, and today we’re highlighting the Go To Market template.

Using Wrike’s Onboarding Templates

Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts can access the Onboarding Templates gallery through Wrike Assistant.

Launching a template from the gallery creates a ready-to-use space in your account that consists of sample folders, projects, and tasks and may include additional work items and tools like Workflows, Custom Fields, Dashboards, Reports, and more.

Go To Market

Bringing a product to market may involve many steps. The go-to-market strategy may include analyzing the competition, developing messaging and positioning, aligning the internal teams, and coordinating with external partners.

Wrike’s Go-to-Market (GTM) Plan Template is designed to guide you through that process and helps you manage it. It breaks GTM into phases and tracks progress using the Gantt Chart and Dashboards. Organizing your go-to-market strategy by phases allows you to make sure all the components are in place to get your product to market successfully.

The go-to-market plan template is designed to help product marketing teams manage every stage of their launch from strategy and messaging to competitor analysis and content development.

You can use it as a reference to managing a GTM plan with Wrike. The guide included in the template walks you through 4 stages:

  • Break your GTM plan down into tasks and assign them
  • Work on tasks and review the progress of each area using the Board View
  • Plan your GTM project and track performance using the Gantt Chart timeline
  • Track GTM project progress using the Dashboard

Step 1: Break Down Your Work

Split the project scope up into actionable tasks. For your convenience, this template contains 5 folders that represent 5 stages of your GTM plan. These folders contain sample tasks that you can rename, assign or delete to meet your needs. 

Step 2: Work on Tasks and Review Progress

To review progress for each stage of your plan, use one of Wrike's Work Views. The Board View is set up as the default view for this template. The view shows tasks organized in columns by status. Use the Board View to: 

  • See what tasks you need to work on
  • Track task status
  • Change task status by dragging and dropping tasks from one column to another
  • Create new tasks

Tip: Depending on your GTM plan's complexity, you may want to use a different work view (List, Table, Timeline, etc). To switch the default view: 

  1. Right-click the GTM Project
  2. Hover over "Set default view"
  3. Select the appropriate view for you

Step 3: Plan Go to Market Activities & Track Performance

If you haven’t set the tasks’ start dates and due dates yet, now is a good time to do this.

Use the Gantt Chart Timeline View available at the top of the task list to see the project plan and drag & drop tasks to manage your schedule and milestones. 

Tip: When you reschedule a dependency, all subsequent dates are automatically updated. However, milestone tasks are not automatically rescheduled. 

Step 4: Review GTM Progress

This template also includes a sample Dashboard that you can find in the Tools section of your GTM space. Use the Dashboard to see tasks that are: 

  • Unassigned
  • In progress
  • Overdue
  • Due this week
  • Completed this week

Tip: To customize this dashboard, click New Widget at the top of the screen and select any one of the available widgets. These widgets are configured to display a variety of data so you can get all the critical information you need at a glance.

 

If you’re not managing GTM in Wrike yet, but are interested in learning more about this template, make sure to let us know below 👇

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
Комментариев: 9
Spot On Innovative Approach Stellar Advice
Avatar

We have templates in our Wrike Blueprints that follow this plan in a similar fashion.  To standardize the work, our users complete a request form, which helps with adoption and adherence to these templates!

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

We too have created templates along with request forms to help drive consistency. I have also appreciated the templates that Wrike provides to help us compare to industry standards and think of new ways we can manage our portfolio and projects.

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Thank you for sharing your thoughts here 🤗

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Thanks for sharing more useful advice on using Wrike! I am still learning, mainly I work from my Inbox right now.

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Happy to know this info is useful Heather Hernandez 🤗

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice

Echoing Sherrie Besecker and Kevin Thalacker , almost all of our templates are built by request form. One option I'd love to see is a Board View for projects (that you could drag to adjust through the various project statuses) - would be super helpful for checking on several of the same type of project.

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Thanks for sharing and providing additional feedback Carolanne Mak [CHI closed 25–26 Nov]! Unfortunately, Board View for projects isn't planned currently, but the voting and use case sharing continues so the status might be changed in the future. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

The good thing about having these template is seeing how other people structure such projects, and either getting feedback you're doing it right and/or new processes you forgot about or didn't even think of.

 

1
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Very intuitive and love the screen shots to help show the actual use. Much easier than step by step words.

1
Действия с комментариями Постоянная ссылка

Folllowing List for Post: [Use Case Templates] Go To Market 📣
[this list is visible for admins and agents only]

Вверх
Didn’t find what you were looking for? Write new post