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From Vision to Results: How to Convert a Great Strategy into Focused Execution and Success
1. 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. 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
3. 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. 4
Last Slide First
• Common Objectives & Measurements
• Integrated Decision-Making
• Decentralization
• Empowerment with Accountability
• Disciplined Execution
• Personal Productivity
@heinzmarketing #circulate2015
8. 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
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
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
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
(take copy of notepad for show and tell)
Pen and paper always (Evernote for conferences sometimes)
Transfer the checkboxes
Scan and archive the notes
Block time
Nights off
Always have something to do with you
Meetings – have an agenda, start on time, question recurring meetings, huddles instead
Pen and paper
Moleskine
AquaNotes
Dragon Dictation
Dial2Do
Smartsheet
Daily Do List
Social tools – Hootsuite, Buffer
Contactually
LinkedIn Contacts