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From Vision to Results: How to Convert a Great
Strategy into Focused Execution and Success
Matt Heinz
President, Heinz Marketing Inc
matt@heinzmarketing.com
@heinzmarketing
@heinzmarketing #circulate2015
2
Housekeeping
• Copy of this deck
• Offers for you
• Modern Marketer’s Field Guide
• B2B Sales & Marketing Metrics Best Practices Guide
• The Complete MarTech Landscape Directory in XLS
• Send me an email (matt@heinzmarketing.com) or hand me a
business card noting what you want
@heinzmarketing #circulate2015
Immediate ROI from #Circulate2015
• Take better notes (next time…)
• http://www.heinzmarketing.com/2012/04/how-to-take-
notes-at-a-conference/
• On the plane home…
• Triage your priorities & action items
• Publish your notes
• Execute your plan
@heinzmarketing #circulate2015
4
Last Slide First
• Common Objectives & Measurements
• Integrated Decision-Making
• Decentralization
• Empowerment with Accountability
• Disciplined Execution
• Personal Productivity
@heinzmarketing #circulate2015
5@heinzmarketing #circulate2015
6@heinzmarketing #circulate2015
Operational approach
7@heinzmarketing #circulate2015
Keys to driving alignment
• Focus on outcomes, not tactics
• Measure all parties on sales & revenue impact
• CIO + CMO + CFO = BFFs
• Work from a single technology budget
• Sit together
• Drink beer together
8@heinzmarketing #circulate2015
Making decisions
@heinzmarketing #circulate2015
@heinzmarketing #circulate2015
@heinzmarketing #circulate2015
@heinzmarketing #circulate2015
@heinzmarketing #circulate2015
@heinzmarketing #circulate2015
Execution Essentials
• Roles & responsibilities
• Triage
• Scorecards
• Meeting rhythm
• Transparency and trust
• Track to the close
@heinzmarketing #circulate2015
The Seven Habits of Incredibly
Productive Marketers
1. Project Lists
2. Task Lists, Organization & Filtering
3. Email Management
4. Note Taking, Triage & Filing
5. Time Management
6. Idea Capture
7. Automation & Reminder Tools
@heinzmarketing #circulate2015
Project Lists
@heinzmarketing #circulate2015
Task Management
@heinzmarketing #circulate2015
Email Management
@heinzmarketing #circulate2015
Note Taking, Triage & Filing
@heinzmarketing #circulate2015
Time Management
@heinzmarketing #circulate2015
Idea Capture
@heinzmarketing #circulate2015
Automation & Reminder Tools
@heinzmarketing #circulate2015
24
Last Slide First
• Common Objectives & Measurements
• Integrated Decision-Making
• Decentralization
• Empowerment with Accountability
• Disciplined Execution
• Personal Productivity
@heinzmarketing #circulate2015
25
If you want more…
matt@heinzmarketing.com
@heinzmarketing #circulate2015
CheifMartec’s
2015
Marketing
Technology
Landscape
26
Thank You!
Matt Heinz
President, Heinz Marketing
@heinzmarketing
matt@heinzmarketing.com
@heinzmarketing #circulate2015

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From Vision to Results: How to Convert a Great Strategy into Focused Execution and Success, Matt Heinz – President Heinz Marketing

Editor's Notes

  1. I have three: Active, Delegated & Someday Weekly review process Add and forget (until Sunday) (print a copy for show-and-tell tomorrow) Smartsheet for groups @WaitingFor folder Contactually Projects – Delegated folder
  2. Sort by context Use dates unless it’s not deadline-driven “One of Five” Use tools to make it available everywhere Make the “anywhere” tasks truly anywhere (folder for plane time) “free” calendar reminders
  3. Inbox Zero is a myth Folders aplenty @ folders Two minute rule One read rule (if you can’t follow it, don’t check your email) 24 hour rule
  4. (take copy of notepad for show and tell) Pen and paper always (Evernote for conferences sometimes) Transfer the checkboxes Scan and archive the notes
  5. Block time Nights off Always have something to do with you Meetings – have an agenda, start on time, question recurring meetings, huddles instead
  6. Pen and paper Moleskine AquaNotes Dragon Dictation Dial2Do
  7. Smartsheet Daily Do List Social tools – Hootsuite, Buffer Contactually LinkedIn Contacts