Agency Operational Reviews

Operational Review

We conduct in-depth operational
reviews of your agency.

To achieve an effective and efficient operating structure between you and your agency requires effort and leadership.

The benefits of maintaining a high-caliber approach to agency operations include:

  • A higher performing and higher quality agency team
  • Higher motivation
  • Stronger relationships
  • Improved outputs
  • Optimal commercial outcomes

Often, when wanting to improve agency operations, it’s difficult to know where to start. And conversations can be difficult to broach objectively. Uncovering the real challenges underneath the surface of a relationship requires an independent and expert third party. That’s where we come in.

We conduct in-depth operational reviews of your agency

Addressing the quality of operations, leadership, outputs, and outcomes. Using a blend of quantitative and qualitative research to build our findings, we go far beneath the surface and get to the heart of what’s great and what needs improvement on both sides, and we build a plan to get you there.

We also help with implementation

Including areas such as the development of revised scope, engagement, or process agreements.
These projects can be intertwined with financial or commercial assessment tailored to your requirements – click here for more detail on our financial assessment capability. Or we can review agencies as part of a Roster Alignment project – click here for more details.

To contact us about an Operational Review or to discuss a tailored project in one or more of these areas.

Customer satisfaction is the goal with every project. Below are just some of the things clients have had to say about working with TrinityP3. Click here to read more Client Testimonials. And because positive client and agency relationships are integral to what we do, make sure you also read our Agency Testimonials.

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In our unique role of identifying and solving the big challenges facing marketing management we create a huge catalogue of insights and build our knowledge and wisdom, which we share with the industry.

Case Study

Industrial, Logistics and Commercial Property Asset Manager Digital Transformation

Industrial, Logistics and Commercial Property Asset Manager Digital Transformation

Challenging problem A leading, global real asset management group reached out via its Australian entity. To identify the most suitable, scalable digital platform to deliver its requirements and look for a long-term digital agency partner to speed up website development and in-house capability. Creative solution TrinityP3 assessed the organisation as being in the early stages of building CRM, digital and data capability in Australia to support its medium-term and long-term growth targets. Process We proposed a two-phase process for a website redesign, rebuild, and digital transformation: Firstly, we defined specific requirements around scalability; security; digital experience; content management and systems; ...


We assess structure, process, commercial agreements, operations, state of relationship, capabilities and outputs.

Approximately 2-4 weeks, depending on scope.

We uncover such challenges via in-depth stakeholder interviews, run individually (in other words, without the other party in the room). We reassure all stakeholders that their words will not be attributed directly to them. We use information gleaned in interviews to map gaps in perception and 'red-thread' issues arising consistently; and when we report back to you, we practice radical candour. If what we have to say is sensitive, we will inform you in advance to allow only the appropriate personnel to be present for our report.

We use shared drive technology to store information with access limited only to the consultants directly involved in the project. We reassure all participants in briefing about how their commentary will be used. And we are happy to sign NDA's.

The deliverable is an in depth report, which we will discuss at length with you. The report is tailored by the process; things we find in discovery will shape the frameworks we use to comment, provide insights and recommendations. We are also willing to tailor to audience, based on your brief (for example, Executive Summary versions for your C-Suite, or similar).

We cannot release sensitive information about other projects. The best way to see validation of our work is to view the Testimonials page of our website, and read the case studies on our blog.

Our Latest Podcast

Managing Marketing: The world of the brand experience agency

Managing Marketing: The world of the brand experience agency

Kerrie Spaargaren is the founder of Graffiti, a brand experience agency that has worked with many of the most well-known names in Australia. Kerrie and David discuss the discipline of brand experience, the post-COVID world of brand experience, the need for ideas to be achievable, and the rapid advances in ...