Coordinating with Marketing Team Roles and Tracking Deliverables
🎯 Objective:
To ensure smooth coordination across all marketing roles, on-time execution of tasks, clarity in ownership, and accountability through structured tracking of daily, weekly, and monthly deliverables.
🛠 Tools Required:
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Task Tracker: Notion / ClickUp / Google Sheets
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Communication: Slack / WhatsApp
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Storage & Approvals: Google Drive, Canva (for creatives), Docs
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Review: Weekly review meetings (Zoom/in-office)
👥 Key Marketing Roles Involved:
| Role | Responsibilities (Indicative) |
|---|---|
| Content Writer | Blogs, captions, ad copies, scripts |
| SEO Specialist | Keyword research, on-page/off-page SEO |
| Social Media Executive | Posting, engagement, stories, UGC |
| Ads Executive | Google, Meta, LinkedIn Ads setup & optimization |
| Designer | Creatives, reels, banners, social assets |
| CRM Specialist | WhatsApp/email campaign execution, CRM journeys |
📋 Step-by-Step Process:
✅ Step 1: Weekly Planning & Alignment
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Every Monday morning, conduct a Weekly Sync Meeting
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Review past week’s pending tasks
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Set deliverables for each role for the week
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Highlight dependencies (e.g. design needed for blog, copy needed for ad)
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🗓 Maintain a centralized Weekly Deliverables Sheet
Columns to include:
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Task Name
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Owner
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Priority (High/Med/Low)
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Deadline
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Status (Not Started / In Progress / Review / Done)
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Comments
✅ Step 2: Assign Tasks
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Assign tasks in Notion/Sheets per role
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Ensure each task has a clear brief, deadline, and goal
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Tag dependencies (e.g. “Needs approval from Manager”)
🟢 Example:
Task: Write blog on “How to sell old phone safely”
Owner: Content Writer
Deadline: Aug 17
Status: In Progress
✅ Step 3: Mid-Week Follow-Up (Optional)
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Use Slack or short huddle to check mid-week progress
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Marketing Manager can unblock stuck tasks or re-prioritize if needed
✅ Optional: Quick daily stand-up in Slack group (if pace is high)
✅ Step 4: Final Review & Closure
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Every Friday, review task tracker
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Ensure completed tasks are reviewed by Marketing Manager (or relevant senior)
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Move approved tasks to “Completed”
⚠️ If delays: note reason and update next week’s plan accordingly
✅ Step 5: Monthly Review & Reporting
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At the end of the month:
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Export completed tasks by role
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Highlight blockers and wins
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Share with CEO (if required)
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📊 Metrics to track:
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% Tasks completed on time
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No. of delays and reasons
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Department-wise performance (Content, SEO, Social, Ads, etc.)
🧩 Additional Coordination Tips:
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Maintain one master calendar (Notion/Sheets) for all campaigns and content pieces
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Use shared Slack channel for cross-role communication
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Use Google Drive folders structured by month and content type (e.g. Blogs, Ads, Social)
📌 Notes:
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All marketing roles should update their task status by EOD daily in the tracker
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Avoid overloading any one role — redistribute if someone is blocked
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The Marketing Manager should act as the single source of truth for task priorities