Activity Initiation Activity Definition, Kick-Off ...

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Approve annualmarketing plan

Business Unit

Marketing Planning

Marketing Communications

(MarComm)

Activity Initiation Activity Definition, Kick-Off & PlanningBP MN 2 .0 L E G E N D

End EventStart Event

TaskGateway

IntermediateEvent

Expanded Sub-Process

Poo

l

Group

Sequence Flow Message Flow

Develop annualmarketing plan andplan is approved bybusiness unit (BU)

and marketingexecutive mgmt

Planner reviewsMarketing program

calendar in theannual marketing

plan

Planner discussesprogram with BU to

confirm tactics,calendar, & budget

Planner worksbackward to

establish timeline &schedule

Planner begins toestablish teammembers and

condensed versionof kick-off doc

Planner confirmsprogram details with

BU and seeksapproval. Planner

confirms teammembers

Planner finalizeskick-off doc, sends

doc to team,schedules kick-off

meeting

Kick-off meetingheld – Review

questions/concernsof team members,

Review tactic details

Team builds projectplan

Project Plan isreviewed by allstakeholders

(adjustments madeas necessary)

Activity Execution

Data Request Form(DRF) is completed

and submittedbased on project

plan

Other Marketing Teams & Agencies

List Managementreceives DRF fromPlanner with projectplan data request

List Managementreviews DRF and

segments dataaccording to project

plan cells andproduces output file

List Managementnotifies the Planner/MarComm/Agencywhen the files are

ready

MarketingCommunications

(MarComm)prepares brief to

engage the Agencyand then briefs the

Agency

MarComm receivescreative brief from

Agency andprovides feedback

MarComm receivesfilm proofs & creative

brief from Agency.Confirms approval forfilm and creative brief

MarComm receivesfinal mechanicals fromAgency and confirms

approval of finalcreative brief

MarComm proofs finalcreative brief and advises

List Management thatAgency is ready for data

file

MarCom receivesfinal invoice from

Agency andarranges for final

payment

Marketing Plan

Approval

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The planning, definition and creative brief approval for small-scale, repeatable marketing programs and campaigns.

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Small Campaigns: Workflow

Workflow Description

Legend

Corporate ServicesComplianceLegalInformation

TechnologyHuman

Resources

WOR

KFLOW

MARKETING

Small Campaigns

FinanceMarketing

Programs & Campaigns

Small Campaigns

Marketing Communications

Marketing Research & Analytics

Product Management

Advertising

Public Relations

Activity Initiation

Activity Definition, Kick-Off & Planning

Activity Execution

GroupStartEvent

IntermediateEvent

GatewayEndEvent

MessageFlow

Task ExpandedSub-Process

SequenceFlow

Pool

+

Marketing: Small Campaigns Workflow [BPMN 2.0]

pm.SGO3.SmallCampaignsBPMN.140515

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