Cross-Functional · Playbook · Intermediate · Saves 35+ hours
Agency Management Playbook
A playbook for managing agency relationships.
What's included
- Agency Selection
- Agency types
- Selection criteria
- Pitch process
- Relationship Management
- Briefing process
- Feedback delivery
- Performance measurement
- Operations
- Project management
- Budget management
- Quality control
- Relationship Health
- Regular reviews
- Issue resolution
- Renewal decisions
Best used when
- Selecting new agencies
- Managing ongoing relationships
- Resolving agency issues
- Optimizing agency performance
Why this is Gold
Agency relationships are often rocky. This playbook creates productive partnerships.
The template
The Template
AGENCY MANAGEMENT
Agency Brief Template
AGENCY BRIEF
PROJECT: _______________
Date: _______________
Agency: _______________
BACKGROUND:
[Context and situation]
OBJECTIVE:
What we need to achieve: _______________
Success looks like: _______________
TARGET AUDIENCE:
Who: _______________
Insights: _______________
KEY MESSAGES:
1. _______________
2. _______________
3. _______________
DELIVERABLES:
☐ _______________
☐ _______________
☐ _______________
TIMELINE:
Brief: _______________
First review: _______________
Final delivery: _______________
BUDGET: $_____
APPROVAL PROCESS:
Initial review: _______________
Final approval: _______________
Agency Performance Scorecard
AGENCY PERFORMANCE
AGENCY: _______________
Period: _______________
QUALITY (40%):
| Metric | Score (1-5) |
|--------|-------------|
| Strategic thinking | |
| Creative quality | |
| Execution quality | |
| Attention to detail | |
Weighted: _____/20
DELIVERY (30%):
| Metric | Score (1-5) |
|--------|-------------|
| On-time delivery | |
| Budget adherence | |
| Process efficiency | |
Weighted: _____/15
RELATIONSHIP (30%):
| Metric | Score (1-5) |
|--------|-------------|
| Communication | |
| Proactivity | |
| Responsiveness | |
Weighted: _____/15
TOTAL SCORE: _____/50
Agency Meeting Cadence
| Meeting | Frequency | Attendees | Focus |
|---|---|---|---|
| Status | Weekly | Team + day-to-day | Projects |
| Review | Monthly | Leads | Performance |
| Strategic | Quarterly | Leadership | Partnership |
Frequently asked questions
What is the Agency Management Playbook?
A playbook for managing agency relationships.
Who is the Agency Management Playbook for?
It is built for Cross-Functionals and their teams working on Vendor Management. The AI coach adapts it to your company, stage, and goals.
How long does the Agency Management Playbook take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Agency Management Playbook free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Agency Management Playbook?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.