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These are the raw open-ends among planning directors only.
Question 19: Just for
you planning directors,
I'd like you to tease out
the difference in skills
between levels. So first,
what skills would you       Question 20: And the skills
need to see to promote      that you'd need to see to       Question 21: Finally, what skills
an assistant planner to a   promote a planner to            would you need to see to promote
planner level. Or what      senior planner? Or what         a senior planner to a group
would you look for in a     you'd be looking for in a       director? Or what would you look
planner level               senior planner hire?            for in a group director hire?

 -                          -                               -

 -independent thinking

-self-assurance and          - the previous ones +
communication skills.       respect from the client         we do not have group directors

 look for thirst for
knowledge, people
skills, passion for the
business, knowledge of      solid abilities, good
research techniques,        insights, good brief writing
strong instincts            skills,                         great manager, proactive, creative

.                           .                               .

*                           *                               *

>ability to mentor
others and contribute to
their development

>fresh, original
thoughts and ideas

>contribute to new                                          I would not promote a Sr Planner
business wins                                               to group director. THera are two
                            >innovation                     levels before group directory
>assess situations                                          (Associate Planning Director and
quickly                     >fresh, original idea           Planning Director)

2-3 years experience.       3-5 years experience.
Ability to think for        Ability to bully creatives      5-7 years experience. Proven
themselves.                 and to stand up to clients.     ability to manage.

3 or more years of          Commitment to the
experience, creative,       accounts, opportunities         High-level management, credibility
inclusive of disciplines,   detector, inspiring, creative   in the industry, proactivity and
and strategic analyst       and strategist                  ability to teach

a grasp of basic craft      delivering above and            innovative thinking and good
skills sufficient to be     beyond what's asked for;        people skills
able to own                 real initiative that impacts
projects/relationships
with minimal supervision     the work


                             a deep understanding of
                             our internal approach of       good coaching skills and obviously,
                             comms planning and             a marketing and communication
a marketing and              obviously, a marketing and     vision strongly oriented to the
communication vision         communication vision           consumer and a deep
strongly oriented to the     strongly oriented to the       understanding of our internal
consumer                     consumer                       approach of comms planning

A planners eye - the         Independence. Ability to
ability to connect dots.     draw conclusions and get
To observe and see           far down the road with a       A leader. Someone who can define
interesting things. To       strategic direction. Pull      issues, create an enironment for
have ideas.                  real insights from research.   solutions.

a true understanding of      the expertise in several
symbolic consumption         categories, the capacity to
and the capacity to          produce cross categories
articulate creatively true   articulations and the
social value and engage      experience in insightful
emotionally with people      integrated strategies          trust and passion

a very deep
understanding of the         Top creativity rather than
web's paradigms. Social      analytics skills. Good at      Creative, analytic, digital focus,
media skills                 process design                 skeptic

a) Promotion: analysys,
synthesis, creativity,
responsability,
seniorship, ability to
deal with stressful          More than 5 yrs
deadlines and ability to     experience, ability to learn
guide others                 and grow into managerial
                             skills, communication &        Same as above + interpersonal and
b) attitude & experience     negotiation skils              developed managerial skills

Ability to articulate
analysis of market,                                         Ability to lead others, critical
consumer, competition,       Lead meetings and actually     thought, impeccable technical
brand in and transform       promote positive change        knowledge and also deep
facts in figures into        within the company and its     understanding of how digital and
actionable insights          clients.                       non-digital integrate.
1. The ability to lead idea
Ability to be a                                             development and to direct a brand
standalone planner                                          idea across an organisation.
instead of an assistant     Bringing real value to their
                            accounts                        2. A role model for other planners.
Original thinking - tell
me something I don't        Making a difference on the      3. Talent or experience that they
know                        business                        could bring to the entire agency.

Ability to conceptualize
the entire problem
facing a brand, not just
the immediate issue.                                        More of the same. Inspiring
Basic technical skills                                      confidence in clients and giving
around hiring suppliers     More client-facing skills.      them comfort to make decisions
and conducting research     The ability to inspire          that may not be their standard
themselves.                 confidence in clients.          operating procedure.

ability to create, from
scratch, a coherent and
logical strategy to meet
the client objectives (as   ability to lead a team          as above plus commercial
opposed to completing a     strategically- manage           sensitivity/management, good
task area within the        differences of opinion,         management of people internally,
strategic development       convince doubters and           proven experience in working with
process)                    inspire others                  other senior management

Ability to define and
scope small projects        Ability to define and scope
alone. Ability to present   any problem alone. Ability      Extensive experience. Ability to
alone in front of mid       to present alone in front of    lead a team and inspire the entire
level clients.              senior clients.                 organisation.

                            ability to inspire creativity
ability to draw             (sell ideas, manage clients,
conclusions from            etc), approach problems
quantitative as well as     from a systemic point of        ability to manage multiple clients
qualitative data, as        view, realise the               (internally and externally) and
opposed to just finding     interconnection of a client's   delegate accordingly, make the
the data/answers            entire marketing efforts        work better, take responsibility

                            Command the confidence          Ability to raise profile of planning
Ability to get on and       of the client to drive the      so that it becomes the driving force
deliver projects without    account forward                 of influence within the agency and
assistance                  strategically                   on peices of business
ability to handle quant
and qual efforts.



strong ability to tease
out insights and make a
creative brief                poise and presentation
stimulating.                  skills to unleash on clients.   n.a.

Ability to independently      Ability to "consistently"
develop and effectively       develop and effectively         Ability to effectively lead and
present a strategy to a       present strategies to           inspire other planners in the
client.                       clients.                        internal group.

ability to influence
outcome of team               independence, ability to
decisions at the project      defend their point in cross     client servicing skills, political skills,
level                         disciplinary teams              clout inside the organization

                              Someone who is able to
                              sell his or her ideas. They
Ability to listen, to         should know how to
observe, and synthisize.      present something
Good at spotting ideas,       strategic, they should be
and knowing how to            able to think new ways of
begin differentiating         connecting the dots. They
between good ones and         should be confident in the      Positive feedback from both clients
not so good ones. Be          work they do (even when         and creative teams. Ability to train
able to understand the        nobody else is) or at least     and coach people in the planning
concept of relevance.         pretend                         department.

Ability to manage a
basic planning project
with minimal
supervision. Should feel      The ability to stand firm in
comfortable presenting        front of a client, write a
in front of clients but not   compelling brief, stimulate
expected to be "on their      creativity, understand the      Complete ability to manage all
own." Definitely should       difference between which        planning needs for a
be able to have               creative ideas will solve the   creative/account team. Write
recommendations on            client issue - some             compelling strategic/planning decks
research plans, writing       supervision but more            that tell the right story. Have
screeners,                    coaching, less directive.       minimal supervision.



                              Emerging leadership             Leadership; positive attitude,
                              qualities; ability to           ability to motivate a team, take the
                              command a room. Ability         lead on strategy. Development of
Ability to move beyond        to form strategy, write an      the account director gene, to look
information                   argument well, write good       more broadly across the business.
summarizing to a level        briefs, work well with          Ability to take the lead in new
of analysis.                  creatives.                      business pitches.

ability to present with       ability to manage and           ability to improve Planning's 'brand'
confidence                    improve subordinates            w/i the agency
ability to be independent
ability to read into the     and who others seek out        ability to independently work with
obvious, imagination         for conversation and help      clients and a certain charming
and creation skills          within the agency              authoritativeness

ability to simply define     no specific skills, i guess.
and persuasively             more a matter of the
present a concept with       quality of work, speed of
intact insight. ability to   process, and ability to        not appropriate for the size of
design, analyse, and         work autonomously. one         agency i have worked with (under
manage an innovate           might also look to the         200 employees). and I think there
research project. ability    planner's workshop design      is a danger in having too much
to write, deliver, and       and management skills - a      hierarchy. Group Head / Director
evolve a creative brief.     good senior planner should     seems more like a title for someone
able to clearly define a     be able to propose (sell)      managing an account (account
brand's territory and r      and                            handler / suit) rather than

Ability to summarize lots
of information, being        They have good people
more concrete, able to       skills, they can manage
create and tell stories      different projects at the
with a meaning. Start to     time. They are very good
see                          with clients. They have
brand/communication          good perception from both
opportunities in stacks      creative and client service    Think like business consultants.
of info.                     leaders.                       Clients trust them deeply.




                                                            Successful strategic track record of
                             Thought leadership.            effective, intelligent work.

                             Complete comfort with          Respected within the planning
                             presenting & leading client    community.
Ability to think laterally   sessions.
& creatively.                                               Seen as a trusted, essential partner
                             Ability to own a brand,        by clients & agency management.
Self-motivation, drive,      take projects from start to
eagerness to help.           finish.                        Ability to anticipate needs of & deal
                                                            with difficult clients.
Enthusiasm, energy,          Respected & appreciated
passion for the job.         by colleagues & clients.       Ability to me

                             Put together a well thought
                             through creative brief
                             independently, structure a
                             research presentation,
Ability to think through     design a research plan,        Ability to operate independently,
problems, represent the      good presentation skills,      (with minimal supervision). Write
agency independently at      contribute to new biz          and present a strategic deck. Be
meetings, interact with      development in a               seen as a strong agency
clients.                     substantive way.               representative by clients.
Ability to use all the
obvious tools at hand
(intuition, TGI, etc.) to
hav an opinion about           The abiltity to convince a      The ability to inspire other planners
the direction a brand          senior client of the opinion    to come up with opinions like that
shoudl go in.                  formed in Qu.17                 mentioned in Qu17.

                               Demonstrated strong
                               strategic and creative
                               thinking, ability to develop
                               and maintain strong
Ability to work with           relationships (internally
some autonomy, some            and with Clients), ability to   Deep experience across brands,
independent thinking           work largely independent        categories. Ability to interface well
and project                    of supervision (higher level    with people at all levels
management. Ability to         oversight, but would            -particularly high level Clients and
be Client facing (with         expect day to day               internal management. Experience
mid-lower level Clients).      autonomy).                      managing and developing people.

Able to manage a
straightforward planning
process for a more             Able to lead a planning
straightforward client,        relationship with an            Able to lead a complex planning
creating campaign              important client, creating      relationship with a more complex
solutions.                     brand solutions.                client, creating business solutions.

able to work things out
by himself, fillfill and
deliver given tasks in
requested time and             able to handle big and
quality and asks for help      complex projects by             manaagement talent, good
when needed                    himself                         delecation skills, leader qualities




                               Ability to own and drive a      Proven history of thought
                               strategic initiative on         leadership.
                               his/her own.

Adaptability, flexibility,
creativity. In the digital                                     Experience managing P&L.
space, it's not as much        Demonstrated ability to
about coming up with           sell creative.
big ideas and more
about being able to link                                       Believe it or not, much the same
the consumer with the                                          for a junior planner... proven to be
brand through                  History of working well         flexible and adaptable.
experience, interactivity,     with creatives.
and engagement.

                                                               Reputation for delivering change to
                               Self-motivated and self-        an organization and/or challenging
Ability to conduct, distill,   sufficient.                     conventional think
an ability to propose                                      an ability to grow business and
research that meets                                        innovate in the area of planning, a
client goals and an         an ability to lead an          strong leadership within the
ability to write briefs     account and be seen as the     agency, and an ability to manage
with little input           planner in the client's eyes   other planners

An Assistant planner
level would be a person     A senior planner would be
who has the knack for       in a position to handle
thinking strategically,     more projects
but lack the confidence     independently from             When a senior planner feels
to vouch for his            scratch, would be much         comfortable in a position to start
assumptions / theories /    more comfortable in            evangelizing on the brand he works
hypotheses. A Planner       attending and taking briefs    for, becomes the favorite
would have these            from client meetings,          consultant to the clients for any
qualities and confidence,   essentially upto middle-       strategic matter, and is able to
plus he would have          level projects, as well as     handle multiple projects with ease,
propensity to               supervise asst. planners in    he has then arrived! Key cha

                            Experience with many
Analysis Capabilities.      brands and many
ATL and BTL knowledge.      categories. Analytic
Self Expression             perspective of 360 degrees     Analysis Capabilities. ATL and BTL
capabilities. Quick         communication.                 knowledge. Self Expression
response at taking          Leadership. Self initiative    capabilities. Quick response at
decisions. Leadership       to propose new and             taking decisions. Leadership and
and attitude for lead the   disruptive ideas or            attitude for lead the planning work
planning work between       concepts to Creative Team      between creative team, account
creative team, account      and Account Team.              team and client.Self initiative to
team and client.            Inspiring Force.               propose new and disruptive

                            Good prognostics, being
                            able to do a creative leap
                            from diagnostics of how
                            things are to an               Persuasion and diplomacy to sell
Analysis capability.        imagination of how things      the possibilities of the strategy and
Good diagnostics.           could be.                      maneouver the politics.

Analytical skills.

Ability to work with        The above plus ability to
others.                     moderate internal strategy
                            and brainstorming
Passion for brands.         sessions.                      Being able to articulate why ideas
                                                           will work profitably for the brand.
Interest in the popular     Well developed writing and
culture.                    presentation skills.           High credibility with creative teams.

Analytical skills.
Information gathering       Initiative and clarity of
ability. Trend mapping.     thought. Insight Mining        leadership and inspiration

                                                           collaboration, making a difference..
analytics                   self sufficiency               impCTING BOTTOM LINE.
can always see big picture, think
                                                            big, command respect among
asking the right                                            creatives and clients, consistently
questions, challenging      can carry their own with        finds fantastic solutions, inspires
the right issues            senior creatives and clients    others around them.

Assn planner is smart,
can do detailed
assignments well.
Planner can be put in       Original thinking.
front of a client           Speaking ability at
regularly, can manage       conferences or seminars.
projects. Senior planner    Most of all, ability to run a   Don't have the senior / group
manages all pitches and     large clients strategy on       distinction, so take all comments
initial strategy, often     her/his own, responsible to     about senior to be = to group
on-going strategy.          exec comm of company            director

atitude, curiosity, wide    leadership and good
view                        relationship                    leadership and experience

                            client market
attention, focus and        understanting and research
creativity                  skills                          people management

Attitude is key, someone
who wants to learn, but     They need to be able to
who can make an             handle anything that is
impact by being             thrown at them without
inventive, industrious      constant guidance, they
and is keen to get stuck    should be developing their
into things. They also      own style and approach          A total rock star, someone who has
need to be interesting,     away from the more              real gravitas, brain power and
have a point of view on     prescibed one that is often     would be capable of dealing with
things and generally        useful for more junior          very big and complex global
make me want to spend       Planners, they should be        accounts, including the politics and
time with t                 developing skil                 general madness of everything.

be able to handle small/    be able to handle medium/
medium clients              small clients individually,
individually, together      together with a junior          be able to handle big clients
with a senior account       account                         individually

                                                            inspiring others to do it like it's
being able to do it         inspiring others to do it       never been done before

Better client
management skills           Category experience             Deep category experience

Obsessive curiosity         Breadth of life experiences     Management skills

business acumen             Ambition                        inspiring presentation skills

                            Communication and               Total accountability. Excellent
Brief development skills.   presentation skills.            relation with clients, and proven
Strategic thinking          Credibility with clients        left-side brain skills.
working independently,
                             excellent presentation
bringing in own ideas        skills                         ability to lead and motivate teams

broader experience
across businesses,
problems, partner
agencies                     leading competence
                                                            practicing leadership
international word           leading major clients
                                                            developing the whole group
acceptance within whole      a developed own hand-
group                        writing                        innovation


can handle project                                          shows that his group's interest is at
autonomously, is                                            least equal to his/her own, care
mature and professional                                     about growing people and kows
with clients and is                                         how to, is mature in dealing with
respected by client          has maturity in his job        our everyday realities.

Capacity to manage the
hole process of              Personal skills such as deal
planning.                    with client and creative.      Leadership and accountability

charisma and                                                being able to manage teams,
presence... the potential    ability to step in a run a     groom younger planners, recruit,
to become a leader on a      piece of business with         and run a new biz pitch on their
piece of business            minimal help                   own

Clarity in expression        Client skills: confidence,
(writing and verbal),        quickness, ability to tell a   Demonstrated ability to "run"
critical thought.            story, etc.                    several relationships effectively.

Comfort in front of
clients (their comfort,      Creativity, influence, firm
and mine in putting          grasp on the mechanics         Kindness, leadership ability, ability
them there)                  (quant, qual, brief writing)   to set examples for others

                             Common sense and desire
Common sense and             of working after 4 years       Good results and good
desire of working            working                        communication with mates

                             organized, open minded
commun sense                 and commercial skills          able to manage people

Conceptual, interested
in human stories, real
people person, can see
multiple sides of a story,
but also has an opinion      same with management
and point of view.           skills - people skills         same with p&l responsibility.

consumer
understanding, holistic      strategic ability, client      authority, ability, team
knowledge                    confidence                     relationships, management
the same as a junior
consummer                   planner + personal skills as
understanding and           for example delong with
brand position              stress situatins or              the same as a senior planner+ high
understanding               presentation skills, etc..       influence in the organization

cool hunting attitude,      concept maker, good at
energy, good at putting     analysis, good presentation      team building, inspiring,
things in the right order   skills                           transmitting knowledge, respected

creative and strategic
chops combined,
working in sync. ability    strong brief writing,            account planning leadership--
to empathise with           presenting, defending.           maing: be well versed in client
creative team, build on     some track record in             business, consumer insights and
ideas, hold her own in      converting briefs to solid       trends, thorough research skills,
the room. ability to        creative work. well-liked by     strategic thinker that translates
represent a consumer        creative team and account        across categories, ability to lead
POV to client team          service, both.                   strategy independently

creativity and analitics    trust                            leading skills

creativity and              creativity competency,
competency                  leadership                       above, plus experience

Creativity,                 Presentation skills              leadership skills, client service skills

creativity, autonomy,
lateral thinking,
collaboration, research
skills, research            all of the above + people
methodology                 management skills,
understanding, great        political skills when dealing
repertoire of music,        with top executives clients      someone who is great enough to
literature, travel,         and agency top                   simply not care for all of the above.
fashion and design,         management, presentation         just joking. i would have to say all
curious mind,               super skills, project            of the above + excellent training
investigative person        management skills                and inspiration skills and leadership

creativity, critical        creativity, critical thinking,   creativity, critical thinking,
thinking                    analytical ability               analytical ability, poise

criative                    strategic and criative           strategic, criative and bussiness

curiosity about
everything, creativity      research skills, creativity,
and understanding of        consumer understanding,
briefings and translating   branding understanding,          leading, motivating and having
it to consumer needs.       good presentation skills.        inititative to inspirate others.
Curiosity and an ability                                  The ability to mentor and motivate
to join the dots and not    An ability to convey the      others...must have an intuitive
simply "report" findings.   essence of an insight to a    sense of where other people are in
They need to look for       client, creative team or      their development and provide
meaning, even if they       anyone else with ease and     stable, inspiring guidance. Also the
need assistance             clarity. And a persuasive     ability to interact with clients at the
articulating it.            personality.                  senior-most levels.

                                                          Solid problem solving,
Curiosity and               solid presenter, able to      leadership/mentoring, presentation
enthusiasm                  think on feet                 and client relationship skills

                            BEsides the previous, deep
                            understanding of
                            consumer, brand and           Besides the previous, global
                            communications                knowledge and perspective of
                            behaviours. A passion for     brand strategies. Disciplined and
                            solving the complicated.      inspiring. Innovative as to how to
Curiosity and               An ability to encourage       approach projects.Able to embrace/
observational skills        creativity.                   understand change constantly.

                            Same as previous + ability
Curiosity initiative good   to deal with senior level
presentation skills         clients, understand their     Same as previous + management
persuasiveness              needs and deliver what        abilities and emotional intelligence
research-literacy           they want                     to lead and motivate teams

Curiosity, a willingness    Ability to handle the
to get to the bottom of     planning and strategic
how business and            requirements of a client(s)   Ability to supervise and motivate a
marketing works,            on one's own                  team of planners

curiosity, analysis,        judgment, experience,
judgment                    creativity                    people skills

                            curiosity, different
                            background (studies or
                            experience), passion +
curiosity, different        understanding of the
background (studies or      business+presentation
experience), passion        skills                        same + experience

curiosity, passion,         The ability to run your own
initiative and              clients and projects and      A lot of experience and proven
persistence                 take full responsebility      succes on all levels

Curiosity, stimulated
mind, the ability to
identify and articulate a
problem, the fertility to   All the above, plus a         All the above (17 & 18) plus people
ideate.                     healthy business sense.       skills.

curiosity, well             same with experience and
constructed synthetic       some shoulders: capacity      capacity to hold an account by
mind, adophile,             to defend a pov,              himself.
Be indepent in the
                             thinking, be insightful,
                             search references in the
                             discipline, creative,          Not happen yet. But be mature it's
Curious, organized,          organize the methodoly to      important, have a vision about the
creative.                    star the job.                  discipline. Inspire others.


                             Conversant with planner &
                             research approaches.           Ability to steer a team within the
                             Ability to talk with           agency. Be the strategic lead which
                             credibility about brands,      senior clients respect and take note
Curiousity & open-           consumers and strategies       of. Work closely with the ear &
mindedness in the world      with clients. Ability to       respect (perhaps not always total
around the. Ability to       develop strategies and         agreement!) to debate ideas with
have a POV on a topic of     briefs which creatives will    senior creatives. Ability to 'front'
interest.                    listen to and discuss.         the agency

                             curisosity. discipline of
                             thinking. originality.
curisosity. discipline of    personal professional
thinking.                    growth                         ...

                             (Plus the previous ones),      Leadership, experience in several
                             sparkling creativity, daring   categories and targets, skilled to
deep curiosity, deep         personality, high sense of     get the most out of the group,
analysis, very disciplined   business                       passionate, great presenter



                                                            Leadership, rational behavior when
                                                            stuff goes South, a history of
                                                            bringing a new insight to the table,
                                                            understanding the biz model with
deep understanding of        Strong presenter --            which we work and the need to
social networks.             obsessive problem solver       make money.


                             comfortable in driving a
Develop a creative brief/    project, but also
brand strategy that          comfortable taking
includes a real consumer     direction and supporting
insight and business         others. Ideally, they
opportunity.                 should have a grounded
                             approach to planning and
Conducting primary           solid experience writing       Focused on connecting the dots to
consumer research            creative briefs, strategy      the future and helping to deliver
(interviews, surveys,        presentations and research     (identify, lead and create) projects
focusgroups)                 proposals (and doin            that enable business growth.

Develop and present a
work to the client, from
the beginning to the end     Develop and present a
of the process, with the     work to the client, from the   Coordinate the process, integrate
help of a sennior            beginning to the end of the    different departments, direct
planner.                     process, by himself.           dialogue with creative directors.
developed advertising
and marketing culture,
ability to push their       autonomy, solid
limits and understand       advertising and business       team management skills,
their limitations,          understanding, ability to      leadership vs clients and teams,
integrate well with         inspire lead creatives,        autonomy, deep advertising and
teams and clients           authority                      business understanding, charisma

Difference between
ability to act as an        Ability to lead a large
autonomous planner on       account. With suitable
a smaller account versus    gravitas to handle senior
being an assistant to a     clients and other agency       Top level experience. To be a
senior on a larger          planners. As well as having    business and team lead as well as a
account                     business acumen.               traditional planning lead.

                            able to level with creatives
digital native              and to inspire clients         vision



                            Manage client relationships

                            Presentation skills            Manage client relationships

Direct client contact       Business responsibility        Presentation skills

Presentation skills                                        Business responsibility

Discipline, imagination,                                   Mentor, experience in major
team work spirit and        Strategic input and            disciplines and requirements in
love for knowledge          initiative. Idea generation.   planning.

Empathy. Planner will       Experience. A planner will
have a more thorough        come up with solutions
feeling and                 after study, a senior
understanding of            planner might find             Sympathy. Should be a nice fellow.
different target            solutions from gutfeel, out    someone you'd love to follow,
audiences.                  of experience.                 someone who inspires.



enough knowledge to         ability to work with clients   clients love and respect you; can
work autonomously;          autonomously; deeper           completely run your client base
understanding of            understanding of research;     with no intervention from me; can
qualitative versus          ability to write a solid       execute any type of research; write
quantitative versus         report; ability to draw        a kick-ass report; talk strategically
secondary research          conclusions from data          in meetings

enthusiasm- this
translates into the
ability to draw             the ability to expand a core
inspiration from any        thought into any given
aspect of life and relate   channel based on how the       client skills, global sensitivities...
it to something totally     idea relates to the            it's more about business skills than
different.                  audience                       planner-specific skills

Enthusiasm.                 True confidence.               expertise. independence.
Experience                   Experience.                     Experience

Experience gaining
through diverse projects
and time evolution.
Besides, meeting goals.      The same                        the same

                             experience in non standard
experience in all            jobs in several markets.
stantard jobs. social        social intelligence. first      social, managerial and political
intelligence.                management skills.              intelligence.

Experience in the
advertising industry         Creative strategic thinking
(with some client            skill. Ability to handle a
servicing experience),       brand independently.
evidence of having           Ability to lead a pitch for a   Demonstrable thought leadership,
made a personal              medium sized client, clear      other than leadership on
contribution towards         contribution towards            creating/significantly impacting the
building a brand,            building more than one          development of brands, wide
initiative, wide range of    brand, knowledge and skill      ranging experience across brands
interests outside of work    with various channels of        and categories, ability to use
and at least one interest    communication apart from        research, data and client input in a
that borders on obsessi      r                               skilled manner and thus ensure

                             Ability to lead/direct the      Ability to negotiate within the
                             course of the brand             agency and brand
Experience plus ability      positioning and manage          processes/continue to update
to manage projects           tough clients                   planning group process/philosophy

Experience, initiative       Experience, initiative          Experience, initiative

Experience, research
abilities, creative view     The same at a higher level      the same

                             Independent strategic
                             thinking of a (small) new
                             business pitch from end-
Facility with basic craft    to-end; the ability to form
skills - qual and quant      a new strategy for an
research from design to      account as opposed to
final report and briefings   maintaining an existing         Significant leadership of a group of
- as well as an              one; sustained,                 planners on a larger project or
understanding of the         unsupervised client             account; winning the confidence of
role of planning in an       partnership; proven ability     a senior client; trusted partner for
agency                       to catalyse good creati         creative directors


For AP to planner, an
ability and confidence to    Trust of creatives and
lead projects                clients                         An ability for fresh, radical thinking
Go getter and extremely                                    A visionary that leads colleagues
inquisitive --              Leader. Innovative.            and clients to new territories.
communicates well and       Results and business           Calculates manageable risk and
getting full grasp on       oriented. Digitally savvy      continues to expand their
quant as it continues to    and a desire to understand     knowledge base through the new
drive interest in the c     and work toward creating       ways in which people interact with
suite                       brand advocacy.                people and brands.

Good business
understanding, good         Credibility, ability to
judgement, creative         manage clients, good and
ability to unearth          genuine verbal and
insights                    presentation skills            Ability to inspire others.



                                                           Can work well with creative,
                                                           ensures there is a strong insight to
                            Can write inspiring creative   begin with and can guide/tweak
                            briefs on his/her own. Can     creative work to bring it on
Good communication          translate research material    strategy. Can effectively
skills - can inspire both   into effective                 lead/participate brainstorming
verbally and in writing,    presentations. Has sound       sessions with Creative to help get
technically sound with      experience/knowledge of        them big ideas. Ensures there is a
research, presentations     certain categories             st

Good grasp of qual.
techniques. Some solid
moderating experience.
Some basic workshop                                        All of the above with more
experience. Evidence of     Able to stand on their own     experience. New business
some strong briefs.         without much oversight or      experience and win under belt.
Good working                guidance. Excellent qual.      Ability to work seamlessly across
relationships with all      skills. Good quant. grasp.     different clients. Proven business
other departments.          Able to lead workshops.        development with existing clients.
Done something              Able to lead creative          Ability to attract and retain good
interesting!                briefings.                     planners. Ability to mentor and c

                            logical/analitical thinking,
good grasp of research,     excellent grasp of
proactivity, logical        research, ability to
thinking, must love         properly judge creative
advertising                 work                           not applicable at this time


good intuition, able to     ability to represent the
make the "right" choices    department in front of         Need to have a philosophy/POV,
with little guidance,       clients, good knowledge        leadership skills - ability to teach
basic fundamentals of       base/experience on all         others, relationships with sr. level
research skills, can lead   types of projects - ability    clients and internally, ability to
occassionally (vs.          to think on feet and           do/say what's right even if
follow)                     respond appropriately.         unpopular.

good with creatives, can
present well                can make leaps                 clients look to them for leadership
New business leadership, team
Have the basic toolbox       Client interaction, project      leadership, teaching and
(briefs, research,           leadership, prsentation          mentoring, senior client interaction,
thinking)                    skills                           solve tough problems

                              - Ability to manage and
                             present directly to clients

He/she needs to start        - Direct contact to brief
analysing markets and        senior account or creative
bring thinking and           people
actionable conclusions                                        - Leadersheep
and recomendations to        - No need of supervision
his/her work but still       for minor works                  - Ability to handle teams
needing full sueprvision
by a Planning Director       - No need of supervision         - Seniority within the company

Hunger                       Hunger                           Leadership

Future vision                Searing intelligence             Future vision

Digital fluency              Digital fluency                  Digital fluency

I am the only planner in     I am the only planner in
the agency, and the          the agency, and the              I am the only planner in the
structure is not goin to     structure is not goin to         agency, and the structure is not
grow up.                     grow up.                         goin to grow up.

i don't believe in
assistant planners - our
philosophy is that you       in a hiring situation - I look
need to be senior            for fit with the company's
enough to b taken            vibe, an interesting mind,
seriously.                   and a track record               we're too small for levels like that

I'd look for someone         I'd look for intuition and to
who lives in this world      be forward-looking...            To be ready to take and advantage.

I'd need to see a level of
proactivity - do they        Do they command respect
know what is needed on       (or deserve respect) from
their accounts/within        clients and creative
the department or do         directors? Can they run
they need to be told         projects with little
what to do?                  supervision?

Can they write clear,        Do they understand what          They can do everything mentioned
actionable documents         the client wants and needs       before + run new business pitches,
and POVs with little         and can they guide teams         manage multiple teams on multiple
help?                        to do respectable work to        brands. And they get how the
                             achieve that?                    agency runs and seek proactive
Can they represent                                            growth opportunities from clients
planning in a te             Are the                          and prospects.

ideas

responsability               leadership                       client management
innovation - now it's not
                             just about being able to
                             make sound judgements,
                             it's also about introducing      Complete independence, command
independence - needs to      new ideas, coming up with        presence with any level of client
be able to draw sound        new ways to think about a        (up to CEO) or agency person,
conclusions, make good       brand, new ways to do            outstanding mentoring skills with
recommendations, write       research, new ways to            junior staff, ability to forge
& present a POV without      present ideas. Also need         relationships. I don't want to see
step-by-step                 to be deft at handling           much of this person - just a weekly
supervision.                 sticky s                         check-in to let me know

                             Senior client liaison, ability
Independence, track          to manage more junior            Very senior client liaison, original
record                       planners                         thinking, research track record

                             high EQ, good productive
independent thinker.         relationships with team
initiative. gets things      and clients. can hold their
done. opinionated but        own with the above
humble. grasp of basic       groups. ability to argue
skills and a passion for     concisely and effectively
understanding that can       and the smarts to know
be translated into           when to concede.
action/                      autonomy                         same as above.

                             this change is more about
                             being able to hold your
                             own in the organization -        substantial contributions to the
independent thinking         managerially and politically     client's and agency's business

                             strength of creative
                             thinking, leadership skills,
                             ability to give feedback
initiative and insight.      within the creative
going from the ability to    process, and absolutely the
take instructions and        ability to uncover new
reporting to seeing what     ways of looking at business
isn't there.                 problems.                        not sure yet. just got there myself.

                             Capacity to present and
                             defend ideas (within the
                             agency but also with             Team management, project
Initiative to kick start     clients). Capability to          leadership. Charisma, networking
new projects and ideas,      develop new and                  skills. But mainly professional
interpersonal skills         independent ways of              experience (9-10 years of
(specially within            working / managing clients       experience within marketing or
thecreative team).           projects.                        account planning)

Initiative, Broad skills,    Management, initiative,          Ability to manage a team, proactive
outside interests            outside interests                problem solving, outside interests

insighting and                                                responsibility and ability to lead
strategizing                 leadership                       efforts

Intellectual curiosity, in   Ability to produce solid         Ability to inspire and motivate
love with ideas.             thinking and present well.       others.
better observation skills.

                            good documenting skills.
intellectual curiousity.
                            looks at things differently.   organization capabilities.
able to juggle small
tasks.                      willingness to try new         ability to see the project through.
                            things.
gets the process of                                        thought leadership.
planning.                   stands for and believes in
                            the work.                      client confidence.
has a fair handle on
logistics required to       Great distillation skills.     ability to inspire good work.
make the project a
success.                    understands creativity.        leads by example.

intelligence / experience   intelligence / experience      intelligence / experience

Intense knowledge of
consumer trends beyond
just simple internet
research abilities. The
ability to utilize the
resources available to
think outside of the                                       The ability to formulate
information presented                                      groundbreaking...truly knockout...
and to draw creative                                       ideas CONSISTENTLY and to lead
and entertaining            At least one thing that I      the development of this skillset in
observations.               cannot find in myself.         others.

                            Original thoughts and
Keen intelligence,          contributions to business
cultural awareness,         strategy and the body of       All of the above, plus the ability to
advanced literacy and       planning thinking. Pushing     inspire and motivate, and hold a
presentation skills.        the world brands forward.      client's respect and ear.

keeness to rool up their
sleeves and begin at the
very bottom....go out
into store visits, get
online & explore, do
'man on the street' type    the ability to integrate the
video                       various messages going
interviews....looking for   out in multiple mediums
someone who doesn't         cohesively under a single      skills at people management,
want a desk job             equity platform                delegation, leadership, charisma



                            LEADERSHIP, KNOWLEDGE          EXPERIENCE,
                            OF PROPIETARY TOOLS,           LEADERSHIP,KNOWLEDGE AND
KNOWLEDGE OF                SYNTHESIS/ANALYSIS             REFINEMENT OF PROPIETARY
PROPIETARY TOOLS ,          CAPABILITIES AND               TOOLS, SYNTHESIS/ANALYSIS
DRIVE AND CREATIVITY        CREATIVITY                     CAPABILITIES AND CREATIVITY
Lateral thinking, wide
experience, ability to
work independently,
ability to interface with
senior clients, ability to                                     All of the above plus an ability to
be clear, concise and           Pretty much the same as        manage, motivate, mentor and
logical                         above but more.                nurture people.

Logical thinking,
fundamentals of brand           Creative thinking, being       Evolved social skills, engaging
building and being able         able to hold conversations     presentations skills, excellent
to clearly articulate           on diverse topics and a        writing skills and being comfortable
thoughts.                       curious nature.                with senior clients.

                                Able to lead brand thinking
Love of brands, able to         solo on a decent sized         Able to be a thought leader in the
talk lucidly about them         piece of business              company, lead and train others

                                Master of strategic            Master of strategic transformation
Master of insight.              direction.                     on a grand scale.

maturity is a mitigating
factor,, no question.
some skill cannot be
taught, but need to be          mad-smart writing skill, a
nurtured over time.             cleaar grasp of both
right now the state of          deductive and inductive
our industry mandates           reasoning, the ability to be
that candidates be              passionately right but         honestly, i want someone smarter
client-ready, meaning           understand when to             than me. the bar really isn't that
we have less capacity           displace the passion for       high, but i need someone who can
(and resources) to train.       wisdom (know your              do my job so i can elevate in the
so sad.                         battles).                      future.



Maturity, gravitas,                                            Same, in even greater depth, with
informed enthusiasm,            Same as above but in           the ability to motivate and lead
proactivity, great social       greater depth, with            through clarity of vision,
skills, intellect, curiosity,   extensive evidence of          inspirational thinking and
autonomy                        delivery                       behaviour, guts and charisma.

Moving up from mere
looking up of
information to really go
and live with the               Same as before, but you
consumer and do                 need to be able to present
something with what             it well and make the client    All of the above, plus the ability to
you find there.                 get it.                        teach other people how to do it.

n.a                             n.a                            n.a

n/a                             n/a                            n/a

n/a                             n/a                            n/a

na                              na                             na
Managerial skills, meaning, people
Opinion. A point of view.                                 connections. Which means, there's
If the person has a Point                                 no specific linakge between
of View, [maturely or       Logical thinking above its    planning technical skills and
not] it'll be promoted.     point of view.                human relations skills.

organization, open          envolvement & persuation
mind, couriosity            skills                        leadership,

Overdelivering              Persuasion                    Leadership

Passion, knowledge and
enthusiasm for media
and/or advertising          A desire to drive insights    Ideally, will have a track record of
                            into action is essential.     leading original thinking in the
Excellent numeracy with     Someone that doesn't just     research and insight world,
strong interpretation       make recommendations,         together with hands-on business
ability                     but thrives on results and    building skills almost certainly
                            can work with brand teams     gained within a leading edge
Inquisitive mind            from the concept stage to     research boutique or brand
                            actually implementing         consultancy. Enjoys challenging
An outgoing personality     projects.                     exis



                                                          Ability to be a client's best friend. If
                                                          the client can trust you with their
                                                          strategy then you are a group
                                                          director.

                                                          All the planning skill stuff would be
                                                          a given anyway by now.
Planner level they
should be able to run       One or two demonstrably       Something about being able to
the planning on at least    good solid pieces of work /   nurture the group too wouldn't go
one client on their own.    campaigns etc.                amiss as i

planner: capable of
building and developing
concepts / putting it       senior planner: handle one    director: strong relationships with
together on a structured    or more accounts / hire       clients / creative thinking, beyond
presentation.               and lead other planners       planning.

planners must

- manage moderate and
author findings from         - Manage midsize             - personel management
research                    campaigns
                                                          - own accounts on the agency or
- design product level      - be able to manage client    client side
campaign strategy           relationships
                                                          - strengthen the practice internally
- be truly useful to        - innovate within the
writers & art directors     discipline                    - Leader within the agency
Is necessary to be a leader    Is necessary to have a magement
Pro-activity and cultural     and knows to manage            knowleadge and be a great
level.                        people.                        advertiser man.

proactivity, culture,         self oriented to the
searchlover                   projects.                      group leader, charismatic


Quant and qual                Ability to create value for
experience                    clients' businesses

Critical even skeptical,      Ability to stand up for a
frame of mind                 strategy and see that it
                              gets carried out in the        Ability to see beyond advertising
Focused on the function       work
of advertising rather                                        Adility to defend and grow
than fads and trends          Ability to form deep           discipline within agency
                              relationships with clients
Digitally savvy               and senior management          Political nouse

Questioning nature

Self-motivation trying
different routes to solve     Client facing skills           Team
a problem/answer a                                           administration/mentorship/business
question                                                     operations (less planning basically!)

                              person needs to quit
                              waiting around for the         vision. person needs to be one step
                              assignment and start           ahead of the brand director or
reliability                   developing opportunities       marketing director



                                                             Someone who has been around for
                              An aggressive approach to      a while, understands the business,
                              finding answers. A true        not just planning, but the
Research experience           passion for planning and       underlying drivers of advertising
and a good gut for what       making great advertising,      and marketing at a client level.
works. Too many idiots        not great research, plus       Autonomous and trusted, and
currently in this             good client management         someone who leads a client, not
business.                     skills.                        follows.

                              Senior level thinking and
Resourceful. Digitally        concluding. Organized
saavy. People person.         thought and smart briefing
Interested in culture.        skills. They "get it."         out of my range.

Responsibility to work        Responsibility to work on      Management skills for the Planning
on their own. 1-2 years       own plus ability to train an   Department plus role of Planning in
experience.                   assistant/junior.              the company.

self confidence,
creativity, digital fluency   same, but more                 same but more. plus people skills.
Self motivated - a clear
understanding of how to
develop plans                 Client development skills      Leadership and client focused

self sufficient in tackling   knowing how to stand his/
a problem, writing a          her ground in a challenging    should have leadership skills.
strategy. having gusto        environment, facing            knowing how to motivate
and a vision on               demanding clients and          colleagues and clients. knowing
marketing and branding.       creatives. being able to       how to organize complexe projects.
should be a thought           handle midlevel clients on     should be charismatic and
starter                       his/her own.                   convincing

                              Communications -
                              inspiring, clear and simple
Self-sufficiency in
problem solving               Entrepreneurial - figure out   Someone better than me, or on the
                              new and exciting ways of       brink of it
Strong instincts for          working, thinking, making
powerful questions,           ideas bigger, doing some       Strong, challenging point of view
insights, ideas               good                           about how to do dramatically better
                                                             work, transform our business & our
Passion - a contagious        In demand - others want        clients
fire in their belly for       to work with them, ask for
doing extraordinary           their help                     Leadership charisma - people want
work; not a career plan                                      to be led by their example; clients
based on entitlement          Intolerant of politics         want their thinking abou

several... curiosity...       sevaral... asertivity          several... credibility


show good potencial in
strategic and branding        good strategic and
thinking                      branding thinking              leadership skills

skills are for suckers.
obviously they need to
know how to do the
research, ask the right
questions and push the
envelope in terms of          the curiosity and the
how creatively smart          minimum basic skills about
ideas are presented.          mixed with a capacity for
most importantly they         leadership to surprise me      vision. momentum. have the desire
have to be curious and        and the clients in the best    to make something new and the
be ahead of it all, even      possible way. make             capacity to take us all along for the
when they                     something happen.              ride.

Smart is cost of entry. I     Excellent writer. Precise      Be motivating, engaging and make
would want someone            thinker. You must possess      sure the teams and clients trust
who is deeply culturally      the ability to motivate your   you. You must have excellent
engaged/curious about         teams to get the right work    business knowledge and be able to
the world around them         out of them. You will need     handle lots of different situations.
AND has the ability to        to be tough. I'll never hire
concisely articulate what     a complainer or diva.
they're trying to say. If
you can't write, I won't
promote you.

Social media                 Full integrated campaign
engagement monitoring        performance monitoring
skills                       experience, including SM        Same as above

                             Capable of generating a
Someone able to              full plan for client needs
condense information         based on actionable
and transform it into        insights and market             A group director would add
actionable insights that     knowledge. Ability to           management skills to a senior
direct work for client.      handle multiple projects.       planner abilities.



                             About 5 years experience        A group director in my eyes is
Someone capable of           and able to lead a team of      someone just more senior/
running their own            planners, steer a load of       experienced than a senior. I
projects and leading         different projects and work     actually find it hard to differentiate
someone more junior to       very independent.               in skills - rather in experience,
the job. At least 2-3        Someone that is doing a         coolness on the job and ability to
years experience in          lot of client facing work       mangage people well as well as
planning.                    him or herself.                 have a thorough understanding


sOMEONE WHO CAN
GET ON WITH JOB              ONLY COMES TO ME WHEN           ABILITY TO STEP BACK FROM THE
WITHOUT NEEDING TO           THEN NEED TO BOUNCE             DAY TO DAY AND NOT BEAVER
BE BABY SITTED EVERY         THINKING OFF AN                 AWAY BLINDLY. SEE BIGGER
STEP OF THE WAY.             OBJCETIVE SOURCE. CAN           PICTURE AND NOT RESPOND
ABILITY TO THINK FOR         RUN THEIR OWN                   EMOTIONALLY TO DIFFERENT
THEMSELVES, AND              BUSINESS, ONLY NEED ME          TYPES OF PEOPLE. MUST BE
THEN DISCUSS THEIR           TO STEP IN WITH THE             RESPECTED EVEN LIKED! BY THE
THINKING WITH ME             VERY SENIOR CLIENTS             EVERYONE

Someone who has
started developing their     Starting to lead - not just
own thoughts and             in planning, but having a
theories and acted upon      real and integral role in all   Someone who is leading thoughts,
it to 'prove' the validity   aspects of client               ideas, actions and inter-agency
of their ideas.              relationship/disciplines.       relationships.

steped from research
results to                   became a problem solution
interpretations, from        provider, can leave
analysis to synthesis,       him/her alone with clients,
from observations to         suits & creatives without
insights to ideas            any worries                     great motivator, agency advocat
Strategic skills and             Strategic skills, initiative and new
Strategic skills.           initiative.                      business development.



                                                             years of experience, experience
strategic thinking,                                          with different clients and different
creativity, clear mind,     presentation skills, political   markets, political skills, knowledge
analizing skills            skills                           on how to manage a groups work

strategic view of how to
maximize the agency
streghts to help the        Preview what way the
client to achieve his       client should lead before        leadership and vast business
goal.                       he realizes.                     knowledge


                            responsibility                   responsibility

strategic vision            good experience                  good experience

fresh thinking              creative strategic thinking      creative strategic thinking

motivation                  opinion                          strong marketing knwoledge

interest                    team management skills           team management skills

proactive mind              leadership                       leadership

Strategy consulting
skills: selling skills,
project planning and        Strategy consulting skills:      Strategy consulting skills: selling
managing teams.             selling skills, project          skills, project planning and
Creativity and trend        planning and managing            managing teams. Client
research                    teams. Team management           accountability

Takes strategic
initiative. Comes to the
table with their own        At this stage the planner
ideas, really thinks        will have to be looking at
things through in           the bigger picture - the         This person can run multiple
advance (this is crucial)   client's businesses. They        businesses independently. They
Always walks into a         are thinking beyond              are leaders, they take the strategic
meeting thinking about      consumers and creative -         lead on any given project - map out
what happens next in        they can see the 'why' and       the objectives and challenges and
the process. APs are        the context for all the          develop the plan to solve them. As
'passengers' whereas        initiatives. If you want to      the CSO, I'm just there as back up
planners are drivers        reach this level, start r        and occasional a

That the person can
take full responsibility
for the brand, rather       Same as above, but with          Same as above, but with the ability
than do campaign            better people skills and the     to work the politics to get the client
planning.                   ability to win pitches.          to love amazing politics.
The ability to apply an
innately curious and
creative mind to the real   Assuming the prerequisites
world of business. To       of a curious / creative
think on one's feet in a    mind, the ability to craft
client forum and have       stories from insights, aural
the presence to win over    and written presentation         Demonstration of the ability to
the attention and           skills are already there -       nurture and bring out the best in
confidence of a             what really tips a planner       more junior people. To direct
seasoned client or a        into "senior" status is to       people is management - to grow
cynical creative. An        translate insights into          people is leadership. A group
early indica                compelling busine                director needs to be a leader.

                            The 'weight' to run and
                            really direct the strategy
The ability to fly solo -   and thinking on a piece of
with supervision but to     business. Therefore needs
be given space to           to have a full set of craft      The experience to manage others
develop thinking and        skills and the interpersonal     and to work across several pieces
strategy themselves         skills to deploy them with       of business and guide the planning
rather than given tasks     clients and the creative         on them without doing it
to complete.                director.                        themselves.

The ability to generate     The ability to tell a story to   The ability to lead a creative
insight from a fact set.    a client.                        direction.

The ability to move from    The ability to manage all        The ability to run workshiops,
gathering observations      aspects of a large Fortune       ideation sessions and brainstorms
to developing insights.     500 client.                      with C-Suite.

The ability to recognise    Ability to bring unique          Ability to persuade clients on the
insights and                perspectives to factual          impact of their ideas on the client's
opportunities.              data.                            business.

the ability to understand   the ability to create a
the story behind the        relevant story about one
brand                       brand                            the ability to make this story real

the basics of actual
planning, which might
sound simple (and i         Global vision, the person
should), but here in        should be able to combine
Brazil many people still    practical skills i.e. data and
think planning is either    research analysis with the       the set of skills that could usually
market research or          creative approach, keeping       be found on an account person,
tactical campaign           in mind the brand key            regarding the understanding of a
operations                  vision                           clients' business

                                                             all the previous more strategical
the commitment and          leadership, multi- jobs &        vision and business-oriented
analysis ability            innovative ideas                 abilities
Full capacity to "tell the
                            story" and generate
The hability to generate    insights and ideas. Good
insights based in the       presentation skills (to
immersion phase. More       construct and present).
strategic analisys about    Uderstand about brands         All the above and also: capability to
competition and             and its impacts in the         handle a team; good client rapport;
consumer. Starting to       business. Capability to        pro-active; hability to see the "big
develop the hablity to      develop good relationships     picture" with clients; more
"tell a story", put a       internally the agency to       involvement in client's business and
presentation toguether.     inspire tea                    results.

The link from a Jr.
Planner to Planner
should be made after at
least 2 years of planning
and after she/he shows      Independence. Charisma.
important skills            Perseverance. Project
improvement.                management.                    -

the natural ability of a    solutions and direction
problem solver              oriented                       communication



                            originality

                            audicity                       people mangement

thoroughness                independent                    visonary

To promote an assistant
planner to a planner
would require honed
critical thinking skills    Ability to write and present
that enable this person     briefs. Analyze and present
to analyze data and         data, bring together
assist in writing a         multiple sources of            Lead strategic thinking, ability to
creative brief. This        information and provide        manage team and budgets. Have
person should also be       cohesive insights. The         strong client and internal
ready to start              senior planner must be         relationships. Must be able to
presenting in front of      able to manage client and      motivate and lead teams through
teams.                      team relationships.            strategic development.

                            Ways to make more money
                            to the company improving
Ways to organize,           ideas, saving money, and       Ways to lead an full group of
control and demand          reducing time spent in         people without needing my help or
tasks...                    tasks                          supervising

                            When he is ready and           When he has a vision beyond the
When he is ready for the    exceeding expectations for     administrative and managerial his
office                      the office                     job description

Willingness to learn        NA                             NA
Ability to lead clients.
                           Ability to lead account with
                           minimal supervision.           Ability to lead accounts with no
Work independently.        Ability to conceptualize and   supervision. Contribute original
Understand how there       innovate process and           ideas to planning department and
work will be utilized as   approach. Ability to lead      agency. Set example for other
develop strategy as        others to ideas.               planners and agency. Mentor
such. Present to           Understanding of effect of     junior planners. Shepherd work
clients. Create ideas      their work on all agency       through entire development
that can lead work.        and client users.              process. Ability to adapt to chan

Work out project with
sole responsibility - of
course being supported
at every time when
there are questions or
topics to discuss. Being   Handle clients with sole
confident with all         responsibility, being the
planning tools and         first contact person for the
having basic market        client. Be able to coach       Financial resposnibility, being able
research skills.           Junior levels.                 to do aquisitions, leading a team

                           Ability to write a brief on
                           their own, enough face
                           time with client,
                           experience leading a big-
                           scale project, e.g. creative
                           research, regional
                           campaigns, etc. Complex
Writing skills,            qual and quant analysis.       Proved thought leadership on
presentation skills,       Ability to provide             successful new business pitches.
basic qualitative and      innovative input re trends     Cross-discipline experience:
quantitative analysis.     and new technologi             creative, media, digital, consulting.

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Moving On Up

  • 1. These are the raw open-ends among planning directors only. Question 19: Just for you planning directors, I'd like you to tease out the difference in skills between levels. So first, what skills would you Question 20: And the skills need to see to promote that you'd need to see to Question 21: Finally, what skills an assistant planner to a promote a planner to would you need to see to promote planner level. Or what senior planner? Or what a senior planner to a group would you look for in a you'd be looking for in a director? Or what would you look planner level senior planner hire? for in a group director hire? - - - -independent thinking -self-assurance and - the previous ones + communication skills. respect from the client we do not have group directors look for thirst for knowledge, people skills, passion for the business, knowledge of solid abilities, good research techniques, insights, good brief writing strong instincts skills, great manager, proactive, creative . . . * * * >ability to mentor others and contribute to their development >fresh, original thoughts and ideas >contribute to new I would not promote a Sr Planner business wins to group director. THera are two >innovation levels before group directory >assess situations (Associate Planning Director and quickly >fresh, original idea Planning Director) 2-3 years experience. 3-5 years experience. Ability to think for Ability to bully creatives 5-7 years experience. Proven themselves. and to stand up to clients. ability to manage. 3 or more years of Commitment to the experience, creative, accounts, opportunities High-level management, credibility inclusive of disciplines, detector, inspiring, creative in the industry, proactivity and and strategic analyst and strategist ability to teach a grasp of basic craft delivering above and innovative thinking and good skills sufficient to be beyond what's asked for; people skills able to own real initiative that impacts
  • 2. projects/relationships with minimal supervision the work a deep understanding of our internal approach of good coaching skills and obviously, comms planning and a marketing and communication a marketing and obviously, a marketing and vision strongly oriented to the communication vision communication vision consumer and a deep strongly oriented to the strongly oriented to the understanding of our internal consumer consumer approach of comms planning A planners eye - the Independence. Ability to ability to connect dots. draw conclusions and get To observe and see far down the road with a A leader. Someone who can define interesting things. To strategic direction. Pull issues, create an enironment for have ideas. real insights from research. solutions. a true understanding of the expertise in several symbolic consumption categories, the capacity to and the capacity to produce cross categories articulate creatively true articulations and the social value and engage experience in insightful emotionally with people integrated strategies trust and passion a very deep understanding of the Top creativity rather than web's paradigms. Social analytics skills. Good at Creative, analytic, digital focus, media skills process design skeptic a) Promotion: analysys, synthesis, creativity, responsability, seniorship, ability to deal with stressful More than 5 yrs deadlines and ability to experience, ability to learn guide others and grow into managerial skills, communication & Same as above + interpersonal and b) attitude & experience negotiation skils developed managerial skills Ability to articulate analysis of market, Ability to lead others, critical consumer, competition, Lead meetings and actually thought, impeccable technical brand in and transform promote positive change knowledge and also deep facts in figures into within the company and its understanding of how digital and actionable insights clients. non-digital integrate.
  • 3. 1. The ability to lead idea Ability to be a development and to direct a brand standalone planner idea across an organisation. instead of an assistant Bringing real value to their accounts 2. A role model for other planners. Original thinking - tell me something I don't Making a difference on the 3. Talent or experience that they know business could bring to the entire agency. Ability to conceptualize the entire problem facing a brand, not just the immediate issue. More of the same. Inspiring Basic technical skills confidence in clients and giving around hiring suppliers More client-facing skills. them comfort to make decisions and conducting research The ability to inspire that may not be their standard themselves. confidence in clients. operating procedure. ability to create, from scratch, a coherent and logical strategy to meet the client objectives (as ability to lead a team as above plus commercial opposed to completing a strategically- manage sensitivity/management, good task area within the differences of opinion, management of people internally, strategic development convince doubters and proven experience in working with process) inspire others other senior management Ability to define and scope small projects Ability to define and scope alone. Ability to present any problem alone. Ability Extensive experience. Ability to alone in front of mid to present alone in front of lead a team and inspire the entire level clients. senior clients. organisation. ability to inspire creativity ability to draw (sell ideas, manage clients, conclusions from etc), approach problems quantitative as well as from a systemic point of ability to manage multiple clients qualitative data, as view, realise the (internally and externally) and opposed to just finding interconnection of a client's delegate accordingly, make the the data/answers entire marketing efforts work better, take responsibility Command the confidence Ability to raise profile of planning Ability to get on and of the client to drive the so that it becomes the driving force deliver projects without account forward of influence within the agency and assistance strategically on peices of business
  • 4. ability to handle quant and qual efforts. strong ability to tease out insights and make a creative brief poise and presentation stimulating. skills to unleash on clients. n.a. Ability to independently Ability to "consistently" develop and effectively develop and effectively Ability to effectively lead and present a strategy to a present strategies to inspire other planners in the client. clients. internal group. ability to influence outcome of team independence, ability to decisions at the project defend their point in cross client servicing skills, political skills, level disciplinary teams clout inside the organization Someone who is able to sell his or her ideas. They Ability to listen, to should know how to observe, and synthisize. present something Good at spotting ideas, strategic, they should be and knowing how to able to think new ways of begin differentiating connecting the dots. They between good ones and should be confident in the Positive feedback from both clients not so good ones. Be work they do (even when and creative teams. Ability to train able to understand the nobody else is) or at least and coach people in the planning concept of relevance. pretend department. Ability to manage a basic planning project with minimal supervision. Should feel The ability to stand firm in comfortable presenting front of a client, write a in front of clients but not compelling brief, stimulate expected to be "on their creativity, understand the Complete ability to manage all own." Definitely should difference between which planning needs for a be able to have creative ideas will solve the creative/account team. Write recommendations on client issue - some compelling strategic/planning decks research plans, writing supervision but more that tell the right story. Have screeners, coaching, less directive. minimal supervision. Emerging leadership Leadership; positive attitude, qualities; ability to ability to motivate a team, take the command a room. Ability lead on strategy. Development of Ability to move beyond to form strategy, write an the account director gene, to look information argument well, write good more broadly across the business. summarizing to a level briefs, work well with Ability to take the lead in new of analysis. creatives. business pitches. ability to present with ability to manage and ability to improve Planning's 'brand' confidence improve subordinates w/i the agency
  • 5. ability to be independent ability to read into the and who others seek out ability to independently work with obvious, imagination for conversation and help clients and a certain charming and creation skills within the agency authoritativeness ability to simply define no specific skills, i guess. and persuasively more a matter of the present a concept with quality of work, speed of intact insight. ability to process, and ability to not appropriate for the size of design, analyse, and work autonomously. one agency i have worked with (under manage an innovate might also look to the 200 employees). and I think there research project. ability planner's workshop design is a danger in having too much to write, deliver, and and management skills - a hierarchy. Group Head / Director evolve a creative brief. good senior planner should seems more like a title for someone able to clearly define a be able to propose (sell) managing an account (account brand's territory and r and handler / suit) rather than Ability to summarize lots of information, being They have good people more concrete, able to skills, they can manage create and tell stories different projects at the with a meaning. Start to time. They are very good see with clients. They have brand/communication good perception from both opportunities in stacks creative and client service Think like business consultants. of info. leaders. Clients trust them deeply. Successful strategic track record of Thought leadership. effective, intelligent work. Complete comfort with Respected within the planning presenting & leading client community. Ability to think laterally sessions. & creatively. Seen as a trusted, essential partner Ability to own a brand, by clients & agency management. Self-motivation, drive, take projects from start to eagerness to help. finish. Ability to anticipate needs of & deal with difficult clients. Enthusiasm, energy, Respected & appreciated passion for the job. by colleagues & clients. Ability to me Put together a well thought through creative brief independently, structure a research presentation, Ability to think through design a research plan, Ability to operate independently, problems, represent the good presentation skills, (with minimal supervision). Write agency independently at contribute to new biz and present a strategic deck. Be meetings, interact with development in a seen as a strong agency clients. substantive way. representative by clients.
  • 6. Ability to use all the obvious tools at hand (intuition, TGI, etc.) to hav an opinion about The abiltity to convince a The ability to inspire other planners the direction a brand senior client of the opinion to come up with opinions like that shoudl go in. formed in Qu.17 mentioned in Qu17. Demonstrated strong strategic and creative thinking, ability to develop and maintain strong Ability to work with relationships (internally some autonomy, some and with Clients), ability to Deep experience across brands, independent thinking work largely independent categories. Ability to interface well and project of supervision (higher level with people at all levels management. Ability to oversight, but would -particularly high level Clients and be Client facing (with expect day to day internal management. Experience mid-lower level Clients). autonomy). managing and developing people. Able to manage a straightforward planning process for a more Able to lead a planning straightforward client, relationship with an Able to lead a complex planning creating campaign important client, creating relationship with a more complex solutions. brand solutions. client, creating business solutions. able to work things out by himself, fillfill and deliver given tasks in requested time and able to handle big and quality and asks for help complex projects by manaagement talent, good when needed himself delecation skills, leader qualities Ability to own and drive a Proven history of thought strategic initiative on leadership. his/her own. Adaptability, flexibility, creativity. In the digital Experience managing P&L. space, it's not as much Demonstrated ability to about coming up with sell creative. big ideas and more about being able to link Believe it or not, much the same the consumer with the for a junior planner... proven to be brand through History of working well flexible and adaptable. experience, interactivity, with creatives. and engagement. Reputation for delivering change to Self-motivated and self- an organization and/or challenging Ability to conduct, distill, sufficient. conventional think
  • 7. an ability to propose an ability to grow business and research that meets innovate in the area of planning, a client goals and an an ability to lead an strong leadership within the ability to write briefs account and be seen as the agency, and an ability to manage with little input planner in the client's eyes other planners An Assistant planner level would be a person A senior planner would be who has the knack for in a position to handle thinking strategically, more projects but lack the confidence independently from When a senior planner feels to vouch for his scratch, would be much comfortable in a position to start assumptions / theories / more comfortable in evangelizing on the brand he works hypotheses. A Planner attending and taking briefs for, becomes the favorite would have these from client meetings, consultant to the clients for any qualities and confidence, essentially upto middle- strategic matter, and is able to plus he would have level projects, as well as handle multiple projects with ease, propensity to supervise asst. planners in he has then arrived! Key cha Experience with many Analysis Capabilities. brands and many ATL and BTL knowledge. categories. Analytic Self Expression perspective of 360 degrees Analysis Capabilities. ATL and BTL capabilities. Quick communication. knowledge. Self Expression response at taking Leadership. Self initiative capabilities. Quick response at decisions. Leadership to propose new and taking decisions. Leadership and and attitude for lead the disruptive ideas or attitude for lead the planning work planning work between concepts to Creative Team between creative team, account creative team, account and Account Team. team and client.Self initiative to team and client. Inspiring Force. propose new and disruptive Good prognostics, being able to do a creative leap from diagnostics of how things are to an Persuasion and diplomacy to sell Analysis capability. imagination of how things the possibilities of the strategy and Good diagnostics. could be. maneouver the politics. Analytical skills. Ability to work with The above plus ability to others. moderate internal strategy and brainstorming Passion for brands. sessions. Being able to articulate why ideas will work profitably for the brand. Interest in the popular Well developed writing and culture. presentation skills. High credibility with creative teams. Analytical skills. Information gathering Initiative and clarity of ability. Trend mapping. thought. Insight Mining leadership and inspiration collaboration, making a difference.. analytics self sufficiency impCTING BOTTOM LINE.
  • 8. can always see big picture, think big, command respect among asking the right creatives and clients, consistently questions, challenging can carry their own with finds fantastic solutions, inspires the right issues senior creatives and clients others around them. Assn planner is smart, can do detailed assignments well. Planner can be put in Original thinking. front of a client Speaking ability at regularly, can manage conferences or seminars. projects. Senior planner Most of all, ability to run a Don't have the senior / group manages all pitches and large clients strategy on distinction, so take all comments initial strategy, often her/his own, responsible to about senior to be = to group on-going strategy. exec comm of company director atitude, curiosity, wide leadership and good view relationship leadership and experience client market attention, focus and understanting and research creativity skills people management Attitude is key, someone who wants to learn, but They need to be able to who can make an handle anything that is impact by being thrown at them without inventive, industrious constant guidance, they and is keen to get stuck should be developing their into things. They also own style and approach A total rock star, someone who has need to be interesting, away from the more real gravitas, brain power and have a point of view on prescibed one that is often would be capable of dealing with things and generally useful for more junior very big and complex global make me want to spend Planners, they should be accounts, including the politics and time with t developing skil general madness of everything. be able to handle small/ be able to handle medium/ medium clients small clients individually, individually, together together with a junior be able to handle big clients with a senior account account individually inspiring others to do it like it's being able to do it inspiring others to do it never been done before Better client management skills Category experience Deep category experience Obsessive curiosity Breadth of life experiences Management skills business acumen Ambition inspiring presentation skills Communication and Total accountability. Excellent Brief development skills. presentation skills. relation with clients, and proven Strategic thinking Credibility with clients left-side brain skills.
  • 9. working independently, excellent presentation bringing in own ideas skills ability to lead and motivate teams broader experience across businesses, problems, partner agencies leading competence practicing leadership international word leading major clients developing the whole group acceptance within whole a developed own hand- group writing innovation can handle project shows that his group's interest is at autonomously, is least equal to his/her own, care mature and professional about growing people and kows with clients and is how to, is mature in dealing with respected by client has maturity in his job our everyday realities. Capacity to manage the hole process of Personal skills such as deal planning. with client and creative. Leadership and accountability charisma and being able to manage teams, presence... the potential ability to step in a run a groom younger planners, recruit, to become a leader on a piece of business with and run a new biz pitch on their piece of business minimal help own Clarity in expression Client skills: confidence, (writing and verbal), quickness, ability to tell a Demonstrated ability to "run" critical thought. story, etc. several relationships effectively. Comfort in front of clients (their comfort, Creativity, influence, firm and mine in putting grasp on the mechanics Kindness, leadership ability, ability them there) (quant, qual, brief writing) to set examples for others Common sense and desire Common sense and of working after 4 years Good results and good desire of working working communication with mates organized, open minded commun sense and commercial skills able to manage people Conceptual, interested in human stories, real people person, can see multiple sides of a story, but also has an opinion same with management and point of view. skills - people skills same with p&l responsibility. consumer understanding, holistic strategic ability, client authority, ability, team knowledge confidence relationships, management
  • 10. the same as a junior consummer planner + personal skills as understanding and for example delong with brand position stress situatins or the same as a senior planner+ high understanding presentation skills, etc.. influence in the organization cool hunting attitude, concept maker, good at energy, good at putting analysis, good presentation team building, inspiring, things in the right order skills transmitting knowledge, respected creative and strategic chops combined, working in sync. ability strong brief writing, account planning leadership-- to empathise with presenting, defending. maing: be well versed in client creative team, build on some track record in business, consumer insights and ideas, hold her own in converting briefs to solid trends, thorough research skills, the room. ability to creative work. well-liked by strategic thinker that translates represent a consumer creative team and account across categories, ability to lead POV to client team service, both. strategy independently creativity and analitics trust leading skills creativity and creativity competency, competency leadership above, plus experience Creativity, Presentation skills leadership skills, client service skills creativity, autonomy, lateral thinking, collaboration, research skills, research all of the above + people methodology management skills, understanding, great political skills when dealing repertoire of music, with top executives clients someone who is great enough to literature, travel, and agency top simply not care for all of the above. fashion and design, management, presentation just joking. i would have to say all curious mind, super skills, project of the above + excellent training investigative person management skills and inspiration skills and leadership creativity, critical creativity, critical thinking, creativity, critical thinking, thinking analytical ability analytical ability, poise criative strategic and criative strategic, criative and bussiness curiosity about everything, creativity research skills, creativity, and understanding of consumer understanding, briefings and translating branding understanding, leading, motivating and having it to consumer needs. good presentation skills. inititative to inspirate others.
  • 11. Curiosity and an ability The ability to mentor and motivate to join the dots and not An ability to convey the others...must have an intuitive simply "report" findings. essence of an insight to a sense of where other people are in They need to look for client, creative team or their development and provide meaning, even if they anyone else with ease and stable, inspiring guidance. Also the need assistance clarity. And a persuasive ability to interact with clients at the articulating it. personality. senior-most levels. Solid problem solving, Curiosity and solid presenter, able to leadership/mentoring, presentation enthusiasm think on feet and client relationship skills BEsides the previous, deep understanding of consumer, brand and Besides the previous, global communications knowledge and perspective of behaviours. A passion for brand strategies. Disciplined and solving the complicated. inspiring. Innovative as to how to Curiosity and An ability to encourage approach projects.Able to embrace/ observational skills creativity. understand change constantly. Same as previous + ability Curiosity initiative good to deal with senior level presentation skills clients, understand their Same as previous + management persuasiveness needs and deliver what abilities and emotional intelligence research-literacy they want to lead and motivate teams Curiosity, a willingness Ability to handle the to get to the bottom of planning and strategic how business and requirements of a client(s) Ability to supervise and motivate a marketing works, on one's own team of planners curiosity, analysis, judgment, experience, judgment creativity people skills curiosity, different background (studies or experience), passion + curiosity, different understanding of the background (studies or business+presentation experience), passion skills same + experience curiosity, passion, The ability to run your own initiative and clients and projects and A lot of experience and proven persistence take full responsebility succes on all levels Curiosity, stimulated mind, the ability to identify and articulate a problem, the fertility to All the above, plus a All the above (17 & 18) plus people ideate. healthy business sense. skills. curiosity, well same with experience and constructed synthetic some shoulders: capacity capacity to hold an account by mind, adophile, to defend a pov, himself.
  • 12. Be indepent in the thinking, be insightful, search references in the discipline, creative, Not happen yet. But be mature it's Curious, organized, organize the methodoly to important, have a vision about the creative. star the job. discipline. Inspire others. Conversant with planner & research approaches. Ability to steer a team within the Ability to talk with agency. Be the strategic lead which credibility about brands, senior clients respect and take note Curiousity & open- consumers and strategies of. Work closely with the ear & mindedness in the world with clients. Ability to respect (perhaps not always total around the. Ability to develop strategies and agreement!) to debate ideas with have a POV on a topic of briefs which creatives will senior creatives. Ability to 'front' interest. listen to and discuss. the agency curisosity. discipline of thinking. originality. curisosity. discipline of personal professional thinking. growth ... (Plus the previous ones), Leadership, experience in several sparkling creativity, daring categories and targets, skilled to deep curiosity, deep personality, high sense of get the most out of the group, analysis, very disciplined business passionate, great presenter Leadership, rational behavior when stuff goes South, a history of bringing a new insight to the table, understanding the biz model with deep understanding of Strong presenter -- which we work and the need to social networks. obsessive problem solver make money. comfortable in driving a Develop a creative brief/ project, but also brand strategy that comfortable taking includes a real consumer direction and supporting insight and business others. Ideally, they opportunity. should have a grounded approach to planning and Conducting primary solid experience writing Focused on connecting the dots to consumer research creative briefs, strategy the future and helping to deliver (interviews, surveys, presentations and research (identify, lead and create) projects focusgroups) proposals (and doin that enable business growth. Develop and present a work to the client, from the beginning to the end Develop and present a of the process, with the work to the client, from the Coordinate the process, integrate help of a sennior beginning to the end of the different departments, direct planner. process, by himself. dialogue with creative directors.
  • 13. developed advertising and marketing culture, ability to push their autonomy, solid limits and understand advertising and business team management skills, their limitations, understanding, ability to leadership vs clients and teams, integrate well with inspire lead creatives, autonomy, deep advertising and teams and clients authority business understanding, charisma Difference between ability to act as an Ability to lead a large autonomous planner on account. With suitable a smaller account versus gravitas to handle senior being an assistant to a clients and other agency Top level experience. To be a senior on a larger planners. As well as having business and team lead as well as a account business acumen. traditional planning lead. able to level with creatives digital native and to inspire clients vision Manage client relationships Presentation skills Manage client relationships Direct client contact Business responsibility Presentation skills Presentation skills Business responsibility Discipline, imagination, Mentor, experience in major team work spirit and Strategic input and disciplines and requirements in love for knowledge initiative. Idea generation. planning. Empathy. Planner will Experience. A planner will have a more thorough come up with solutions feeling and after study, a senior understanding of planner might find Sympathy. Should be a nice fellow. different target solutions from gutfeel, out someone you'd love to follow, audiences. of experience. someone who inspires. enough knowledge to ability to work with clients clients love and respect you; can work autonomously; autonomously; deeper completely run your client base understanding of understanding of research; with no intervention from me; can qualitative versus ability to write a solid execute any type of research; write quantitative versus report; ability to draw a kick-ass report; talk strategically secondary research conclusions from data in meetings enthusiasm- this translates into the ability to draw the ability to expand a core inspiration from any thought into any given aspect of life and relate channel based on how the client skills, global sensitivities... it to something totally idea relates to the it's more about business skills than different. audience planner-specific skills Enthusiasm. True confidence. expertise. independence.
  • 14. Experience Experience. Experience Experience gaining through diverse projects and time evolution. Besides, meeting goals. The same the same experience in non standard experience in all jobs in several markets. stantard jobs. social social intelligence. first social, managerial and political intelligence. management skills. intelligence. Experience in the advertising industry Creative strategic thinking (with some client skill. Ability to handle a servicing experience), brand independently. evidence of having Ability to lead a pitch for a Demonstrable thought leadership, made a personal medium sized client, clear other than leadership on contribution towards contribution towards creating/significantly impacting the building a brand, building more than one development of brands, wide initiative, wide range of brand, knowledge and skill ranging experience across brands interests outside of work with various channels of and categories, ability to use and at least one interest communication apart from research, data and client input in a that borders on obsessi r skilled manner and thus ensure Ability to lead/direct the Ability to negotiate within the course of the brand agency and brand Experience plus ability positioning and manage processes/continue to update to manage projects tough clients planning group process/philosophy Experience, initiative Experience, initiative Experience, initiative Experience, research abilities, creative view The same at a higher level the same Independent strategic thinking of a (small) new business pitch from end- Facility with basic craft to-end; the ability to form skills - qual and quant a new strategy for an research from design to account as opposed to final report and briefings maintaining an existing Significant leadership of a group of - as well as an one; sustained, planners on a larger project or understanding of the unsupervised client account; winning the confidence of role of planning in an partnership; proven ability a senior client; trusted partner for agency to catalyse good creati creative directors For AP to planner, an ability and confidence to Trust of creatives and lead projects clients An ability for fresh, radical thinking
  • 15. Go getter and extremely A visionary that leads colleagues inquisitive -- Leader. Innovative. and clients to new territories. communicates well and Results and business Calculates manageable risk and getting full grasp on oriented. Digitally savvy continues to expand their quant as it continues to and a desire to understand knowledge base through the new drive interest in the c and work toward creating ways in which people interact with suite brand advocacy. people and brands. Good business understanding, good Credibility, ability to judgement, creative manage clients, good and ability to unearth genuine verbal and insights presentation skills Ability to inspire others. Can work well with creative, ensures there is a strong insight to Can write inspiring creative begin with and can guide/tweak briefs on his/her own. Can creative work to bring it on Good communication translate research material strategy. Can effectively skills - can inspire both into effective lead/participate brainstorming verbally and in writing, presentations. Has sound sessions with Creative to help get technically sound with experience/knowledge of them big ideas. Ensures there is a research, presentations certain categories st Good grasp of qual. techniques. Some solid moderating experience. Some basic workshop All of the above with more experience. Evidence of Able to stand on their own experience. New business some strong briefs. without much oversight or experience and win under belt. Good working guidance. Excellent qual. Ability to work seamlessly across relationships with all skills. Good quant. grasp. different clients. Proven business other departments. Able to lead workshops. development with existing clients. Done something Able to lead creative Ability to attract and retain good interesting! briefings. planners. Ability to mentor and c logical/analitical thinking, good grasp of research, excellent grasp of proactivity, logical research, ability to thinking, must love properly judge creative advertising work not applicable at this time good intuition, able to ability to represent the make the "right" choices department in front of Need to have a philosophy/POV, with little guidance, clients, good knowledge leadership skills - ability to teach basic fundamentals of base/experience on all others, relationships with sr. level research skills, can lead types of projects - ability clients and internally, ability to occassionally (vs. to think on feet and do/say what's right even if follow) respond appropriately. unpopular. good with creatives, can present well can make leaps clients look to them for leadership
  • 16. New business leadership, team Have the basic toolbox Client interaction, project leadership, teaching and (briefs, research, leadership, prsentation mentoring, senior client interaction, thinking) skills solve tough problems - Ability to manage and present directly to clients He/she needs to start - Direct contact to brief analysing markets and senior account or creative bring thinking and people actionable conclusions - Leadersheep and recomendations to - No need of supervision his/her work but still for minor works - Ability to handle teams needing full sueprvision by a Planning Director - No need of supervision - Seniority within the company Hunger Hunger Leadership Future vision Searing intelligence Future vision Digital fluency Digital fluency Digital fluency I am the only planner in I am the only planner in the agency, and the the agency, and the I am the only planner in the structure is not goin to structure is not goin to agency, and the structure is not grow up. grow up. goin to grow up. i don't believe in assistant planners - our philosophy is that you in a hiring situation - I look need to be senior for fit with the company's enough to b taken vibe, an interesting mind, seriously. and a track record we're too small for levels like that I'd look for someone I'd look for intuition and to who lives in this world be forward-looking... To be ready to take and advantage. I'd need to see a level of proactivity - do they Do they command respect know what is needed on (or deserve respect) from their accounts/within clients and creative the department or do directors? Can they run they need to be told projects with little what to do? supervision? Can they write clear, Do they understand what They can do everything mentioned actionable documents the client wants and needs before + run new business pitches, and POVs with little and can they guide teams manage multiple teams on multiple help? to do respectable work to brands. And they get how the achieve that? agency runs and seek proactive Can they represent growth opportunities from clients planning in a te Are the and prospects. ideas responsability leadership client management
  • 17. innovation - now it's not just about being able to make sound judgements, it's also about introducing Complete independence, command independence - needs to new ideas, coming up with presence with any level of client be able to draw sound new ways to think about a (up to CEO) or agency person, conclusions, make good brand, new ways to do outstanding mentoring skills with recommendations, write research, new ways to junior staff, ability to forge & present a POV without present ideas. Also need relationships. I don't want to see step-by-step to be deft at handling much of this person - just a weekly supervision. sticky s check-in to let me know Senior client liaison, ability Independence, track to manage more junior Very senior client liaison, original record planners thinking, research track record high EQ, good productive independent thinker. relationships with team initiative. gets things and clients. can hold their done. opinionated but own with the above humble. grasp of basic groups. ability to argue skills and a passion for concisely and effectively understanding that can and the smarts to know be translated into when to concede. action/ autonomy same as above. this change is more about being able to hold your own in the organization - substantial contributions to the independent thinking managerially and politically client's and agency's business strength of creative thinking, leadership skills, ability to give feedback initiative and insight. within the creative going from the ability to process, and absolutely the take instructions and ability to uncover new reporting to seeing what ways of looking at business isn't there. problems. not sure yet. just got there myself. Capacity to present and defend ideas (within the agency but also with Team management, project Initiative to kick start clients). Capability to leadership. Charisma, networking new projects and ideas, develop new and skills. But mainly professional interpersonal skills independent ways of experience (9-10 years of (specially within working / managing clients experience within marketing or thecreative team). projects. account planning) Initiative, Broad skills, Management, initiative, Ability to manage a team, proactive outside interests outside interests problem solving, outside interests insighting and responsibility and ability to lead strategizing leadership efforts Intellectual curiosity, in Ability to produce solid Ability to inspire and motivate love with ideas. thinking and present well. others.
  • 18. better observation skills. good documenting skills. intellectual curiousity. looks at things differently. organization capabilities. able to juggle small tasks. willingness to try new ability to see the project through. things. gets the process of thought leadership. planning. stands for and believes in the work. client confidence. has a fair handle on logistics required to Great distillation skills. ability to inspire good work. make the project a success. understands creativity. leads by example. intelligence / experience intelligence / experience intelligence / experience Intense knowledge of consumer trends beyond just simple internet research abilities. The ability to utilize the resources available to think outside of the The ability to formulate information presented groundbreaking...truly knockout... and to draw creative ideas CONSISTENTLY and to lead and entertaining At least one thing that I the development of this skillset in observations. cannot find in myself. others. Original thoughts and Keen intelligence, contributions to business cultural awareness, strategy and the body of All of the above, plus the ability to advanced literacy and planning thinking. Pushing inspire and motivate, and hold a presentation skills. the world brands forward. client's respect and ear. keeness to rool up their sleeves and begin at the very bottom....go out into store visits, get online & explore, do 'man on the street' type the ability to integrate the video various messages going interviews....looking for out in multiple mediums someone who doesn't cohesively under a single skills at people management, want a desk job equity platform delegation, leadership, charisma LEADERSHIP, KNOWLEDGE EXPERIENCE, OF PROPIETARY TOOLS, LEADERSHIP,KNOWLEDGE AND KNOWLEDGE OF SYNTHESIS/ANALYSIS REFINEMENT OF PROPIETARY PROPIETARY TOOLS , CAPABILITIES AND TOOLS, SYNTHESIS/ANALYSIS DRIVE AND CREATIVITY CREATIVITY CAPABILITIES AND CREATIVITY
  • 19. Lateral thinking, wide experience, ability to work independently, ability to interface with senior clients, ability to All of the above plus an ability to be clear, concise and Pretty much the same as manage, motivate, mentor and logical above but more. nurture people. Logical thinking, fundamentals of brand Creative thinking, being Evolved social skills, engaging building and being able able to hold conversations presentations skills, excellent to clearly articulate on diverse topics and a writing skills and being comfortable thoughts. curious nature. with senior clients. Able to lead brand thinking Love of brands, able to solo on a decent sized Able to be a thought leader in the talk lucidly about them piece of business company, lead and train others Master of strategic Master of strategic transformation Master of insight. direction. on a grand scale. maturity is a mitigating factor,, no question. some skill cannot be taught, but need to be mad-smart writing skill, a nurtured over time. cleaar grasp of both right now the state of deductive and inductive our industry mandates reasoning, the ability to be that candidates be passionately right but honestly, i want someone smarter client-ready, meaning understand when to than me. the bar really isn't that we have less capacity displace the passion for high, but i need someone who can (and resources) to train. wisdom (know your do my job so i can elevate in the so sad. battles). future. Maturity, gravitas, Same, in even greater depth, with informed enthusiasm, Same as above but in the ability to motivate and lead proactivity, great social greater depth, with through clarity of vision, skills, intellect, curiosity, extensive evidence of inspirational thinking and autonomy delivery behaviour, guts and charisma. Moving up from mere looking up of information to really go and live with the Same as before, but you consumer and do need to be able to present something with what it well and make the client All of the above, plus the ability to you find there. get it. teach other people how to do it. n.a n.a n.a n/a n/a n/a n/a n/a n/a na na na
  • 20. Managerial skills, meaning, people Opinion. A point of view. connections. Which means, there's If the person has a Point no specific linakge between of View, [maturely or Logical thinking above its planning technical skills and not] it'll be promoted. point of view. human relations skills. organization, open envolvement & persuation mind, couriosity skills leadership, Overdelivering Persuasion Leadership Passion, knowledge and enthusiasm for media and/or advertising A desire to drive insights Ideally, will have a track record of into action is essential. leading original thinking in the Excellent numeracy with Someone that doesn't just research and insight world, strong interpretation make recommendations, together with hands-on business ability but thrives on results and building skills almost certainly can work with brand teams gained within a leading edge Inquisitive mind from the concept stage to research boutique or brand actually implementing consultancy. Enjoys challenging An outgoing personality projects. exis Ability to be a client's best friend. If the client can trust you with their strategy then you are a group director. All the planning skill stuff would be a given anyway by now. Planner level they should be able to run One or two demonstrably Something about being able to the planning on at least good solid pieces of work / nurture the group too wouldn't go one client on their own. campaigns etc. amiss as i planner: capable of building and developing concepts / putting it senior planner: handle one director: strong relationships with together on a structured or more accounts / hire clients / creative thinking, beyond presentation. and lead other planners planning. planners must - manage moderate and author findings from - Manage midsize - personel management research campaigns - own accounts on the agency or - design product level - be able to manage client client side campaign strategy relationships - strengthen the practice internally - be truly useful to - innovate within the writers & art directors discipline - Leader within the agency
  • 21. Is necessary to be a leader Is necessary to have a magement Pro-activity and cultural and knows to manage knowleadge and be a great level. people. advertiser man. proactivity, culture, self oriented to the searchlover projects. group leader, charismatic Quant and qual Ability to create value for experience clients' businesses Critical even skeptical, Ability to stand up for a frame of mind strategy and see that it gets carried out in the Ability to see beyond advertising Focused on the function work of advertising rather Adility to defend and grow than fads and trends Ability to form deep discipline within agency relationships with clients Digitally savvy and senior management Political nouse Questioning nature Self-motivation trying different routes to solve Client facing skills Team a problem/answer a administration/mentorship/business question operations (less planning basically!) person needs to quit waiting around for the vision. person needs to be one step assignment and start ahead of the brand director or reliability developing opportunities marketing director Someone who has been around for An aggressive approach to a while, understands the business, finding answers. A true not just planning, but the Research experience passion for planning and underlying drivers of advertising and a good gut for what making great advertising, and marketing at a client level. works. Too many idiots not great research, plus Autonomous and trusted, and currently in this good client management someone who leads a client, not business. skills. follows. Senior level thinking and Resourceful. Digitally concluding. Organized saavy. People person. thought and smart briefing Interested in culture. skills. They "get it." out of my range. Responsibility to work Responsibility to work on Management skills for the Planning on their own. 1-2 years own plus ability to train an Department plus role of Planning in experience. assistant/junior. the company. self confidence, creativity, digital fluency same, but more same but more. plus people skills.
  • 22. Self motivated - a clear understanding of how to develop plans Client development skills Leadership and client focused self sufficient in tackling knowing how to stand his/ a problem, writing a her ground in a challenging should have leadership skills. strategy. having gusto environment, facing knowing how to motivate and a vision on demanding clients and colleagues and clients. knowing marketing and branding. creatives. being able to how to organize complexe projects. should be a thought handle midlevel clients on should be charismatic and starter his/her own. convincing Communications - inspiring, clear and simple Self-sufficiency in problem solving Entrepreneurial - figure out Someone better than me, or on the new and exciting ways of brink of it Strong instincts for working, thinking, making powerful questions, ideas bigger, doing some Strong, challenging point of view insights, ideas good about how to do dramatically better work, transform our business & our Passion - a contagious In demand - others want clients fire in their belly for to work with them, ask for doing extraordinary their help Leadership charisma - people want work; not a career plan to be led by their example; clients based on entitlement Intolerant of politics want their thinking abou several... curiosity... sevaral... asertivity several... credibility show good potencial in strategic and branding good strategic and thinking branding thinking leadership skills skills are for suckers. obviously they need to know how to do the research, ask the right questions and push the envelope in terms of the curiosity and the how creatively smart minimum basic skills about ideas are presented. mixed with a capacity for most importantly they leadership to surprise me vision. momentum. have the desire have to be curious and and the clients in the best to make something new and the be ahead of it all, even possible way. make capacity to take us all along for the when they something happen. ride. Smart is cost of entry. I Excellent writer. Precise Be motivating, engaging and make would want someone thinker. You must possess sure the teams and clients trust who is deeply culturally the ability to motivate your you. You must have excellent engaged/curious about teams to get the right work business knowledge and be able to the world around them out of them. You will need handle lots of different situations. AND has the ability to to be tough. I'll never hire concisely articulate what a complainer or diva. they're trying to say. If you can't write, I won't
  • 23. promote you. Social media Full integrated campaign engagement monitoring performance monitoring skills experience, including SM Same as above Capable of generating a Someone able to full plan for client needs condense information based on actionable and transform it into insights and market A group director would add actionable insights that knowledge. Ability to management skills to a senior direct work for client. handle multiple projects. planner abilities. About 5 years experience A group director in my eyes is Someone capable of and able to lead a team of someone just more senior/ running their own planners, steer a load of experienced than a senior. I projects and leading different projects and work actually find it hard to differentiate someone more junior to very independent. in skills - rather in experience, the job. At least 2-3 Someone that is doing a coolness on the job and ability to years experience in lot of client facing work mangage people well as well as planning. him or herself. have a thorough understanding sOMEONE WHO CAN GET ON WITH JOB ONLY COMES TO ME WHEN ABILITY TO STEP BACK FROM THE WITHOUT NEEDING TO THEN NEED TO BOUNCE DAY TO DAY AND NOT BEAVER BE BABY SITTED EVERY THINKING OFF AN AWAY BLINDLY. SEE BIGGER STEP OF THE WAY. OBJCETIVE SOURCE. CAN PICTURE AND NOT RESPOND ABILITY TO THINK FOR RUN THEIR OWN EMOTIONALLY TO DIFFERENT THEMSELVES, AND BUSINESS, ONLY NEED ME TYPES OF PEOPLE. MUST BE THEN DISCUSS THEIR TO STEP IN WITH THE RESPECTED EVEN LIKED! BY THE THINKING WITH ME VERY SENIOR CLIENTS EVERYONE Someone who has started developing their Starting to lead - not just own thoughts and in planning, but having a theories and acted upon real and integral role in all Someone who is leading thoughts, it to 'prove' the validity aspects of client ideas, actions and inter-agency of their ideas. relationship/disciplines. relationships. steped from research results to became a problem solution interpretations, from provider, can leave analysis to synthesis, him/her alone with clients, from observations to suits & creatives without insights to ideas any worries great motivator, agency advocat
  • 24. Strategic skills and Strategic skills, initiative and new Strategic skills. initiative. business development. years of experience, experience strategic thinking, with different clients and different creativity, clear mind, presentation skills, political markets, political skills, knowledge analizing skills skills on how to manage a groups work strategic view of how to maximize the agency streghts to help the Preview what way the client to achieve his client should lead before leadership and vast business goal. he realizes. knowledge responsibility responsibility strategic vision good experience good experience fresh thinking creative strategic thinking creative strategic thinking motivation opinion strong marketing knwoledge interest team management skills team management skills proactive mind leadership leadership Strategy consulting skills: selling skills, project planning and Strategy consulting skills: Strategy consulting skills: selling managing teams. selling skills, project skills, project planning and Creativity and trend planning and managing managing teams. Client research teams. Team management accountability Takes strategic initiative. Comes to the table with their own At this stage the planner ideas, really thinks will have to be looking at things through in the bigger picture - the This person can run multiple advance (this is crucial) client's businesses. They businesses independently. They Always walks into a are thinking beyond are leaders, they take the strategic meeting thinking about consumers and creative - lead on any given project - map out what happens next in they can see the 'why' and the objectives and challenges and the process. APs are the context for all the develop the plan to solve them. As 'passengers' whereas initiatives. If you want to the CSO, I'm just there as back up planners are drivers reach this level, start r and occasional a That the person can take full responsibility for the brand, rather Same as above, but with Same as above, but with the ability than do campaign better people skills and the to work the politics to get the client planning. ability to win pitches. to love amazing politics.
  • 25. The ability to apply an innately curious and creative mind to the real Assuming the prerequisites world of business. To of a curious / creative think on one's feet in a mind, the ability to craft client forum and have stories from insights, aural the presence to win over and written presentation Demonstration of the ability to the attention and skills are already there - nurture and bring out the best in confidence of a what really tips a planner more junior people. To direct seasoned client or a into "senior" status is to people is management - to grow cynical creative. An translate insights into people is leadership. A group early indica compelling busine director needs to be a leader. The 'weight' to run and really direct the strategy The ability to fly solo - and thinking on a piece of with supervision but to business. Therefore needs be given space to to have a full set of craft The experience to manage others develop thinking and skills and the interpersonal and to work across several pieces strategy themselves skills to deploy them with of business and guide the planning rather than given tasks clients and the creative on them without doing it to complete. director. themselves. The ability to generate The ability to tell a story to The ability to lead a creative insight from a fact set. a client. direction. The ability to move from The ability to manage all The ability to run workshiops, gathering observations aspects of a large Fortune ideation sessions and brainstorms to developing insights. 500 client. with C-Suite. The ability to recognise Ability to bring unique Ability to persuade clients on the insights and perspectives to factual impact of their ideas on the client's opportunities. data. business. the ability to understand the ability to create a the story behind the relevant story about one brand brand the ability to make this story real the basics of actual planning, which might sound simple (and i Global vision, the person should), but here in should be able to combine Brazil many people still practical skills i.e. data and think planning is either research analysis with the the set of skills that could usually market research or creative approach, keeping be found on an account person, tactical campaign in mind the brand key regarding the understanding of a operations vision clients' business all the previous more strategical the commitment and leadership, multi- jobs & vision and business-oriented analysis ability innovative ideas abilities
  • 26. Full capacity to "tell the story" and generate The hability to generate insights and ideas. Good insights based in the presentation skills (to immersion phase. More construct and present). strategic analisys about Uderstand about brands All the above and also: capability to competition and and its impacts in the handle a team; good client rapport; consumer. Starting to business. Capability to pro-active; hability to see the "big develop the hablity to develop good relationships picture" with clients; more "tell a story", put a internally the agency to involvement in client's business and presentation toguether. inspire tea results. The link from a Jr. Planner to Planner should be made after at least 2 years of planning and after she/he shows Independence. Charisma. important skills Perseverance. Project improvement. management. - the natural ability of a solutions and direction problem solver oriented communication originality audicity people mangement thoroughness independent visonary To promote an assistant planner to a planner would require honed critical thinking skills Ability to write and present that enable this person briefs. Analyze and present to analyze data and data, bring together assist in writing a multiple sources of Lead strategic thinking, ability to creative brief. This information and provide manage team and budgets. Have person should also be cohesive insights. The strong client and internal ready to start senior planner must be relationships. Must be able to presenting in front of able to manage client and motivate and lead teams through teams. team relationships. strategic development. Ways to make more money to the company improving Ways to organize, ideas, saving money, and Ways to lead an full group of control and demand reducing time spent in people without needing my help or tasks... tasks supervising When he is ready and When he has a vision beyond the When he is ready for the exceeding expectations for administrative and managerial his office the office job description Willingness to learn NA NA
  • 27. Ability to lead clients. Ability to lead account with minimal supervision. Ability to lead accounts with no Work independently. Ability to conceptualize and supervision. Contribute original Understand how there innovate process and ideas to planning department and work will be utilized as approach. Ability to lead agency. Set example for other develop strategy as others to ideas. planners and agency. Mentor such. Present to Understanding of effect of junior planners. Shepherd work clients. Create ideas their work on all agency through entire development that can lead work. and client users. process. Ability to adapt to chan Work out project with sole responsibility - of course being supported at every time when there are questions or topics to discuss. Being Handle clients with sole confident with all responsibility, being the planning tools and first contact person for the having basic market client. Be able to coach Financial resposnibility, being able research skills. Junior levels. to do aquisitions, leading a team Ability to write a brief on their own, enough face time with client, experience leading a big- scale project, e.g. creative research, regional campaigns, etc. Complex Writing skills, qual and quant analysis. Proved thought leadership on presentation skills, Ability to provide successful new business pitches. basic qualitative and innovative input re trends Cross-discipline experience: quantitative analysis. and new technologi creative, media, digital, consulting.