How to Apply Agile Methodology to Your Marketing Projects

While developers do have plenty of efficient systems in place that don’t apply to the marketing world, Agile isn’t one of them.

Before I get into it, I’ll explain a little about what Agile is. In essence, Agile is a teamwork approach that promotes working in short sprints with defined goals, evaluating the work and then improving on it until it’s finished. The process is roughly this:

  • Pick a project
  • Assign the right tasks to the right people
  • Set aside X days to work solidly on the project (a sprint)
  • Report progress and problems daily
  • After the sprint, evaluate progress and assign work for the next sprint.

If you were to adopt  Agile to the process of writing a press release, you would complete a first draft in full, redraft it in full and then tidy it up. You’re not quibbling over every word or editing as you write, but working in chunks and then improving copy over and over again.

It all starts with something you’d think is simpler than it is — knowing what needs to be done.

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Set clear goals and deadlines

If your team is producing an e-book, you’ll want to break the project down into small chunks and set deadlines for each. Bear in mind that tasks which others are dependent on will always be more time-sensitive and thus important.

Break your tasks up into cards on a Trello board. Then assign members and due dates. In fact, Trello has a guide on how to adapt its software for Agile here.

Make sure you have a documented process

The best way to work efficiently is to follow a step-by-step process. For example, if I was working on editing an e-book chapter, I’d have steps like Fact Check and Check for Inconsistent Phrases.

The reason that creating a process is the first step in an  Agile approach is so you can catch yourself when you’re not making progress towards the task at hand.

Assign sprints to the right team memberssprints

You might be on a team with three writers, but all of them will have their strengths and weaknesses. The writer that works well with snappy landing page copy and design tools will be better suited to writing a title and designing the cover than writing the body copy.

Record everything you’ve done

Whether you’re noting down your progress in a Google Doc, Process Street workflow or Trello card, centralizing information and working out loud is one of the keys to success with Agile.

Why does it matter if you’re summing up your progress or not? Well, without an activity log, you’re going to have a harder time later on when evaluating and iterating.

For example, after a 3-hour sprint on the body copy of an e-book, you might note down:

  • Drafted chapters 1 & 2
  • Wrote three alternate titles
  • Created the outline for chapter 3

It’s important you and your team know each other’s output so the project’s scope and timeline can be adjusted as you go along.

Report progress every dayprogress-stairs

Daily meetings might be something that instantly repulses you,but when you’re moving fast through a project you can’t let anything get in the way of speed. For this reason, Agile teams hold 10-minute morning meetings and ask every team member:

  • What did you get done yesterday?
  • What are you working on today?
  • Is anything getting in the way of progress?

This broadcasts everyone’s plans and progress to the team, and points out any problems getting in the way. This way, members don’t sit for days on a problem in silence while the rest of the team wonders what’s going on.

At the end of the sprint, evaluate the output ASAP

The whole point of Agile is speed. You don’t waste time working on sprints that don’t contribute to the task at hand. As soon as you’re done with the sprint (which may be a 2-day dedicated session to clear out a project), evaluate your work immediately.

Is everything ready for the next sprint? If the e-book’s body copy is in its second draft, hand it over to an editor while one of the PR-focused team members gets together a list of media contacts to email the e-book to.

Why Agile works

Agile has been widely implemented in software teams because their work is time sensitive, needs to be free of errors and should be completed as efficiently as possible. But software teams aren’t the only ones that should treat their output in that way. In reality, all work should be done like that — it would make for a more efficient workplace if it was.April27_WP_MultiAttrib_Twitter_800x200

Benjamin Brandall is the head of content marketing at Process Street, where he writes on tech, productivity and startups. Get in touch with him over on his personal blog.

Images: 1 via Process Street; 2, 3 via Pixabay