Marketing Process Documentation Kit

PROCESS DOCUMENTATION TEMPLATE

Process Name: _______________

Field	Details
Process Owner
Last Updated
Frequency
Estimated Time
Critical Path?	Yes / No

Purpose: Why this process exists

Trigger: What initiates this process

Output: What this process produces

Steps:

1. Step description
   • Sub-step detail
   • Tools needed: ___
2. Step description
   • Sub-step detail
   • Approval needed: Yes/No
3. (continue as needed)

Handoffs:

From	To	What	When

Exceptions: When to deviate from standard process

Escalation: Who to contact if issues arise

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RACI MATRIX TEMPLATE

Activity	Marketing Ops	Content	Design	Sales	Legal
Campaign planning	A	R	C	I	-
Content creation	I	R	C	I	C
Creative production	C	C	R	I	I
Campaign launch	R	I	I	I	A
Reporting	R	I	I	I	-

Legend:

• R = Responsible (does the work)
• A = Accountable (approves/owns)
• C = Consulted (provides input)
• I = Informed (kept updated)

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SOP TEMPLATE

Standard Operating Procedure

SOP #	Effective Date	Version
SOP-XXX	YYYY-MM-DD	1.0

Title: _______________

Scope: Which activities/teams this covers

Definitions:

• Term 1: Definition
• Term 2: Definition

Procedure:

Step	Action	Owner	Timeframe	Notes
1
2
3
4
5

Quality Checks:

• Check 1
• Check 2
• Check 3

Revision History:

Version	Date	Author	Changes
1.0			Initial version

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WORKFLOW DIAGRAM STANDARDS

Shapes:

• Rectangle: Process step
• Diamond: Decision point
• Oval: Start/End
• Parallelogram: Input/Output
• Arrow: Flow direction

Color Coding:

• Blue: Standard steps
• Yellow: Decision points
• Green: Start/success
• Red: End/failure
• Gray: External handoff

Naming Convention: [Team]-[Process]-[Version] Example: MKTOPS-CampaignLaunch-v2.1

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RUNBOOK TEMPLATE

Runbook: _______________

Use when: Emergency/time-sensitive situation description

Prerequisites:

• Access to [system]
• Permission level required
• Contact info for escalation

Immediate Steps:

1. First 5 minutes:

   • Action 1
   • Action 2

2. Next 30 minutes:

   • Action 3
   • Action 4

Verification:

• Check 1 confirmed
• Check 2 confirmed

Communication:

Audience	Channel	Message	Timing
Team	Slack	[template]	Immediately
Leadership	Email	[template]	Within 1 hour

Post-Incident:

• Document what happened
• Update runbook if needed
• Schedule retrospective

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