Does your boss understand how busy you are? Do you celebrate accomplishments before moving on to the next task? Are you making it easy for your supervisor to prepare your formal performance reviews? Learn how a simple and effective monthly marketing communications report can boost your visibility and enhance your value in the organization
In today’s lean working environments, we marketing and communications professionals can’t afford to be too modest about our accomplishments. We have to deliver value every day, and we have to be sure that those contributions are recognized by everyone we serve.
In the agency world, we are rather strict about tracking how we spend our time, evaluating the impact of our work and making sure that clients are regularly reminded of how we add value.
Unfortunately, that discipline isn’t always instilled in the in-house marketing and communications professionals of businesses and nonprofit organizations. As a result, some of their work and contributions go unnoticed, unappreciated and undervalued.
To help make sure that doesn’t happen to you, The Fairmount Group recommends a simple monthly self-reporting tool that helps you to evaluate, document and report on your own performance.
Never mind the fact that no one in your organization requires you to submit this kind of report. Do it anyway, and have everyone on your staff follow your lead. You’ll be glad you did.
Monthly Marketing Communications Report Template
Create a standardized marketing communications report template to be used by everyone in your department. The template should have the following five sections:
1. Your Accomplishments Linked to Strategic Objectives
Demonstrate what you did during the month to support the achievement of organizational goals. Indicate how you spent most of your time and what was achieved. Make a subheading for each of the key goals of your department/team that directly support the overall business strategy. Under each, list bullet points about key activities, beginning with a verb. Include as many metrics and other evaluation criteria as possible.
2. Other Activities in Which You Were Involved
The purpose of this section is to report on recent activities that are not directly supporting any of your stated objectives. In other words, what else did you work on, and why did you devote time to it? For example, were you required to participate in a two-day, mandatory employee training session about a new computer system? Were you asked to plan a going away party for a coworker?
3. Your To-Do List for the Next Month
Highlight your areas of focus and forecast what you aim to accomplish in the weeks ahead. Provide a brief preview of what you have on the horizon with any specific deliverables and deadlines for key milestones.
4. Current Concerns and Your Ideas on How to Address Them
Here, restate any current issues or concerns that are impacting your ability to work efficiently and effectively. Take the opportunity to show your creative problem-solving ability by not only identifying a problem, but also offering a solution. Please note: We recommend that you first address any issues or concerns verbally, and use this report as a reminder and a permanent record that you shared the concern.
5. Any Additional Items Decision-makers Should Know
The final section of the marketing communications report serves as a catch-all for anything else you need to share. It can be used for just about anything – from a reminder about your upcoming approved vacation to suggesting a topic for a future staff meeting.
Once you have established the habit of reporting monthly, you’ll begin enjoying the benefits of having a supervisor who has a much better understanding of your focus on strategic objectives, your workload, your recent accomplishments, your upcoming activities and any issues or concerns. Time and time again, experience has proven that the small investment of time to create the reports can yield very big rewards.
We’ll Report for Duty
Contact The Fairmount Group today to learn more about this and other tools that help marketing communications professionals like you achieve functional excellence.