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.

Related Reading

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

Reviewing Media Agency Commercial Arrangements for the Financial Services Sector - Case Study

Reviewing Media Agency Commercial Arrangements for the Financial Services Sector – Case Study

Challenging Problem This organization operated in a highly decentralized structure whilst using one media agency. The challenges that the client wished to address in this project included: Establishing a consistent operating practice Agency governance Understanding strengths and challenges of current relationships across stakeholders Ensuring that the inherent value opportunity of a ‘one agency’ model can be fully realised Understanding the quality of, and where necessary, finding improvement opportunities in agency outputs Full understanding of remuneration, resourcing and contract structure. TrinityP3 Solution TrinityP3 performed a bespoke Media Agency Commercial Review designed to account for the relatively high level of complexity involved ...


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 State Of Composite Pitching For Complex Agency Rosters

Managing Marketing: The State Of Composite Pitching For Complex Agency Rosters

Nathan Hodges is the Managing Director at TrinityP3 and has led significant projects to redesign marketer agency rosters to deliver a more seamless delivery. This often results in the need to tender for a complex range of marketing capabilities. Since the pandemic, agencies worldwide have been increasingly vocal about ditching ...