Project Management is – fundamentally – a simple process

You simply:

• Define what you want to accomplish
• Determine how you are going to accomplish that, who will help, and how long each of those tasks will take
• Do it
• Enjoy the results.

Unfortunately, it isn’t that easy. It is complicated by people.

• Personalities,
• Overly optimistic and pessimistic estimates, and
• CYA plays.

For marketing projects involving technology it is further complicated by people.  The technology may be a billing system enhancement, an interactive web-based ad, or a new product.  One way or another you are pitting your red/yellow/green hat marketing personalities (energetic, creative, emotional, positive) against your black/white hat technology personalities (critical and facts). 

The way through this is to use a defined project methodology that enables the Marketing people to generate creative solutions and to know when they will be able to actaully use them, and the IT people to know what they need to do, and how to deliver it.  That methodology might look something like the following:

Advertising Methodology - (4) Goals / Objectives

Now that you know the brand, you can learn and understand the campaign that you are being asked to run. What are the goals or objectives of the campaign (e.g. brand, retail, communication, etc.)? What does the client believe they need you to do? As part of the overall Strategy exercise, you might find that you need to help them learn about better objectives as you proceed through various iterations of this method:

• Who are they trying to communicate with?
• What are they trying to tell them?
• What do they want them to do?
• What is the time horizon for them to do it?
• What’s the urgency that a customer should respond to?
• Why?

As you learn more about the company, the brand, and their objectives, you may need to ask each of these questions several times (of both your client and yourself) in order to understand the branding, retail, or other communication goals of the upcoming campaign.

Advertising Methodology - (2) A "V-Model" for Advertising

The “V-model” for Advertising represents how strategy must be considered as a critical part of creating and executing an advertising campaign. Of course, depending on the Client, the campaign, the available budget, and so forth, this methodology would be customized for the Client. To that end, there may be fewer or additional steps to take throughout the Advertising Campaign method.

So, here it is ... the "V-model" for Advertising:

Weaknesses with Advertising usually happens before the Creative process takes place. So, over the next several days I'll focus on the things that happen up to the point that an Advertising Plan is created. Watch for:

• Understanding of business strategy and brand
• Goals / Objectives
• Target Market
• Purchase Funnel
• Media Influences
• Competitive Analysis
• Purchase Channels
• Message
• Advertising Plan

Advertising Methodology - (1) Introduction to the "V-Model"

Most advertising campaigns pull at a subset of activities that allow an Advertising Agency to produce a TV commercial, a newspaper ad, a banner ad, or some other “media insert”. Imagine if you will the conversation between the Advertising Agency and the Client,

• Client: I want more people to know what I sell, … I want a TV ad, … and my budget is $x.
• Advertising Agency: [pause on a brief consideration of the stated goal. Then, toss out easy or crazy creative first, second, third idea, etc.. Concepts that could win awards. Concepts that could change their world. Then ... Make a leap of faith at a Concept and heads for the Pitch.]
• Client: [Salivating] Let's do it.

After that, all that is left is the actual production of the creative and some media buying. No one ever measures the results. So, the campaign must be working.

Hmmm … There must be a better way!

There is, and it starts with a "V-Model". A "V-Model" is a representation of a project that aligns "Responsibility" for activities horizontally on the diagram. At the same time, as you step through it from left to right (i.e. from top to bottom on the left side of the "V", and the bottom to top on the right side), you get a clear representation of the steps necessary to deliver the project. Here's what a simplified "V-Model" might look like.
In this diagram the train of events for a project is simply:

1. Senior Management has a vision of what they believe they need to achieve results
2. Middle Management boils that concept down and provides instructions to their teams on what to build and potentially how to build it.
3. Workers (be they knowledge workers, laborers, or a combination) set out to design and build the "thing".
4. Workers (preferably other workers than those who designed and built the "thing") subsequently test the "thing" - perhaps by editing it, running it through a formalized test (e.g. a focus group or systematic IT testing) with the goal of ensuring the "thing" works or fails, and then getting the Builders to fix it as necessary.
5. Middle Management reviews the results of the test and makes the decision that what was built actually works as it was supposed to, is what they asked for, and more importantly, will deliver on the vision. They sign-off to put the "thing" into "production".
6. The "thing" produces results which either are satisfactory to the Senior Management or are not. If they aren't then the Senior Manager failed at any or all of (a) the vision, (b) ensuring a good system was in place to communicate the vision and requirements in order that the right "thing" was produced, or (c) creating, uniting, and aligning a great team that could produce.
   

... Next up in this series, we'll look at a "V-Model" for Advertising. Stay tuned.