Assessment

1. Structure & Business Understanding

  • Who are all of our current agencies (in-house and external), what roles do they play, and are there any overlaps in scope?
  • Do all our agencies have a good understanding of our brand, business and consumers?
  • Is our team doing a good job-sharing information to help with their collective understanding?
  • Is our agency structure designed to be able to support business growth and new priorities?
  • Is our agency structure designed to help us get the best work?

2. Quality of Work

  • How well is our agencies' work performing? Is it meeting our immediate business goals – do we have any gaps?
  • Do we have good processes in place for testing and learning to improve the results?

3. Innovation & Thought Leadership

  • Are our agencies (internal and external) bringing fresh ideas and thinking regularly? How proactive are they?
  • Do we encourage innovation and creativity?
  • Are they leading our thinking on topics such as AI and its impact on our marketing?

4. Performance

  • Are our KPIs defined, tracked, and optimized by agency? Do all the agencies feel ownership on the results?
  • When were our last agency reviews?
  • Do we have a good agency review process and action plans for improvement? Does it cover internal agencies and external agencies?

5. Communication & Collaboration

  • How well do our agencies collaborate with us, respond to our business needs, and keep us informed?
  • How well does our team communicate to the agency?
  • How well does the agency collaborate with other agencies? Are there turf wars?
  • Is our intra agency team (IAT) process working?

6. Trust & Transparency

  • Is there openness between us and the agencies on their finances, people and operational processes?
  • Are the agencies comfortable in providing us feedback on any challenges they are having with us?
  • Are we fostering an environment for everyone to do their best work?

7. Team Dynamics

  • Do the agency teams and our marketing team get along well? What are the causes of any friction?
  • Are we getting strong agency talent on our business? Is there a lot of turnover?
  • Are there any DEI considerations with the agencies that we should be contemplating?

8. Organizational Confidence

  • How is marketing perceived by the organization (CEO, CFO, Business Partners etc.)?
  • Do other partners in our company have confidence in the agency structure and the agencies (i.e. CEO, CFO, Procurement, Business partners)

9. Contracts & Finances

  • When did we last review/revise our contracts? Are they up to date? Do they specify how AI is being used?
  • Is the work priced fairly? Are we maximizing our budget?
  • How are the different agencies compensated? Is it performance based, retainer, project based, output based?

10. Operations, Tools and Process

  • Are our internal planning, briefing, approval, and measurement process clear and efficient?
  • Are the agencies investing in tools to help with their operations?
  • Are the agencies integrating AI to make our operations more efficient?