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Mobile Marketing Readiness Assessment

Mobile Marketing Readiness Success Drivers                                Scores   Recommendations

Senior Management Commitment

Senior Management understands Mobile is a long-term initiative              1      Prepare a business case for mobile marketing and present action plan to senior management

                                                                                   Use a scorecard to document mobile marketing goals and show alignment to overall strategic
Senior Management agrees that Mobile is critical for meeting goals          3      plans

Senior Management is prepared to enhance I/T equipment                      4      0


Senior Management has committed to provide adequate resources               2      Obtain buy-in from senior management and use business case to outline resource requirements


Senior Management understands how mobile can benefit the business           4      0


Alignment with Business Goals & Objectives

A strong marketing strategy is in place                                     4      0


Mobile Marketing is the right medium for our consumers                      3      Conduct an evaluation to determine if mobile is the right medium for your consumers


Mobile Marketing is the right medium for us to use                          4      0


Our customers' mobile habits align with our Mobile Marketing objectives     2      Conduct research to determine if customers would benefit from the use of mobile


Mobile Marketing will compliment our current marketing initiatives          4      0


Success with Mobile will help to achieve future enterprise goals            4      0


Mobile Marketing Knowledge, Trends & Regulations
We know/understand the presence/significance of mobile in our
industry                                                                    2      Review the competitive landscape to identify opportunities


We understand the growth statistics with mobile web and marketing           2      Obtain mobile marketing statistics from trusted sources


We have a privacy policy in place                                           3      Use Demand Metric's "Terms of Use" and "Privacy Policy" templates to alleviate privacy concerns
Clear terms & conditions are in place for each of our mobile initiative    4   0


Marketing Management Association's Code of Conduct is known                4   0

                                                                               Use Demand Metric's "Social Media Competitor Tracking Template" to monitor competitors use of
Our competitors are using mobile as part of their marketing efforts        2   mobile

Planning

We have an accurate plan for mobile that fits into our current strategy    1   Create a formalized Mobile Marketing Strategy Plan


The messages we will be sending are relevant to and targeted               3   Build a mobile marketing communications map to plan communications


We have prepared an opt-in procedure and an opt-in list                    5   0

Our company has a plan to handle information responsibly and
sensitively                                                                4   0

We have developed a plan/initiative to track ROI from our mobile
campaign                                                                   1   Use a metrics dashboard to monitor mobile initiatives and to track ROI


Staff, Systems & Training

Budget & resources have been put aside for training & support              1   Build a business case for obtaining budget and resources


There is enough time allotted for all groups to be trained                 2   Put a "roll-out" plan together and ensure adequate time for training


There is staff in place to provide training, support, and administration   1   Ensure the proper resources are available for training and support

                                                                               Create job descriptions and use Demand Metric's "Interview Evaluation Template" to select the
Job descriptions have been created and positions have been filled          3   right candidates
                                                                               Conduct an IT audit and use Demand Metric's "Vendor Selection tool" to conduct a vendor
The technology required for Mobile has been evaluated and is available     1   evaluation
Mobile Marketing Readiness Assessment
Customize this tool by changing the weighting scale for each assessment category.

  Weighting Scale

                                                                   Mobile Marketing
   Senior Management            Alignment with Business
      Commitment                   Goals & Objectives
                                                                 Knowledge, Trends &     Planning   Staff, Systems, & Training   Total
                                                                     Regulations



           20%                            20%                            20%              20%                20%                 100%
Mobile Marketing Readiness Assessment
Rank your organization's compliance with each best practice using the drop-down box in the Score column.

   Senior Management Commitment
   Description of Best Practices                                                                                                    Score   Notes/Comments


   Senior Management understands Mobile Marketing is a complex, long-term initiative.                                                1

   Senior Management agrees that Mobile Marketing is critical for meeting future goals.                                              3

   Senior Management is prepared to enhance I/T equipment to ensure that the Mobile Marketing effort is stable, reliable, and has
   been incorporated into disaster recovery plans.                                                                                   4

   Senior Management has committed to provide adequate resources to ensure success.                                                  2

   Senior Management clearly understand Mobile Marketing and how it can benefit the business.                                        4
   Alignment with Business Goals & Objectives
   Description of Best Practices                                                                                                    Score   Notes/Comments


   We already have a strong integrated marketing strategy in place.                                                                  4

   Mobile Marketing is the right medium for our consumers.                                                                           3

   Mobile Marketing is the right medium for us to pursue our objectives as a company.                                                4

   Our customers' mobile habits align with our Mobile Marketing objectives.                                                          2

   Mobile Marketing will compliment our current marketing initiatives.                                                               4

   Achieving success with Mobile Marketing will help to achieve future enterprise goals.                                             4
   Mobile Marketing Knowledge, Trends & Regulations
   Description of Best Practices                                                                                                    Score   Notes/Comments


   We, as a company, know/understand the presence/significance of mobile marketing in our industry.                                  2

   We, as a company, understand the possible growth statistics with mobile web and mobile marketing.                                 2
We, as a company, understand the possible growth statistics with mobile web and mobile marketing.                                       2

We have a privacy policy in place.                                                                                                      3

There are clear "Terms & Conditions" in place for each of our Mobile Marketing initiatives.                                             4

We are aware of the "Marketing Management Association's Code of Conduct" to protect our company and our consumers.                      4

Our competitors are trending toward using Mobile Marketing as part of their marketing initiatives.                                      2
Planning
Description of Best Practices                                                                                                          Score   Notes/Comments


We have created an accurate plan for Mobile Marketing that fits into our current marketing strategy.                                    1

The messages we will be sending to our customers are relevant and targeted.                                                             3

We have prepared an opt-in procedure and an opt-in list in order to obtain subscribers and to avoid delivering SPAM to customers
for our Mobile Marketing campaign.                                                                                                      5

Our company has a plan to handle user information responsibly, sensitively and securely.                                                4

We have developed a plan/initiative to track ROI from our mobile Marketing campaign.                                                    1
Staff, Systems & Training
Description of Best Practices                                                                                                          Score   Notes/Comments


Budget & resources have been put aside for end-user training & support on Mobile Marketing.                                             1

There is enough time allotted for all groups to be trained well in advance of the planned roll out of our Mobile Marketing campaign.    2

There is staff in place to provide training, support, and system administration in the area of Mobile Marketing.                        1

Job descriptions for Mobile Marketing staff have been created and the positions have been filled.                                       3

The technology required for Mobile Marketing has been evaluated and is available.                                                       1
Mobile Marketing Assessment Criteria                   Readiness               Mobile Marketing Readiness Maturity Index


                                                                                                    Senior
Senior Management Commitment                             2.8                                      Management
                                                                                                  Commitment
                                                                                                   5.0


                                                                                                   4.0
Alignment with Business Goals & Objectives               3.5
                                                                                                   3.0


                                                                                                   2.0                   Alignment with
                                                                    Staff, Systems &
                                                                                                                        Business Goals &
Mobile Marketing Knowledge, Trends & Regulations         2.8            Training
                                                                                                   1.0                     Objectives

                                                                                                   0.0


Planning                                                 2.8

Staff, Systems & Training                                1.6                                                   Mobile Marketing
                                                                                                                 Knowledge,
                                                                                       Planning
                                                                                                                  Trends &
                                                                                                                 Regulations
Weighted Readiness Score (out of 100)                    55
                                                   5           27

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Mobile Marketing Readiness Assessment

  • 1. Mobile Marketing Readiness Assessment Mobile Marketing Readiness Success Drivers Scores Recommendations Senior Management Commitment Senior Management understands Mobile is a long-term initiative 1 Prepare a business case for mobile marketing and present action plan to senior management Use a scorecard to document mobile marketing goals and show alignment to overall strategic Senior Management agrees that Mobile is critical for meeting goals 3 plans Senior Management is prepared to enhance I/T equipment 4 0 Senior Management has committed to provide adequate resources 2 Obtain buy-in from senior management and use business case to outline resource requirements Senior Management understands how mobile can benefit the business 4 0 Alignment with Business Goals & Objectives A strong marketing strategy is in place 4 0 Mobile Marketing is the right medium for our consumers 3 Conduct an evaluation to determine if mobile is the right medium for your consumers Mobile Marketing is the right medium for us to use 4 0 Our customers' mobile habits align with our Mobile Marketing objectives 2 Conduct research to determine if customers would benefit from the use of mobile Mobile Marketing will compliment our current marketing initiatives 4 0 Success with Mobile will help to achieve future enterprise goals 4 0 Mobile Marketing Knowledge, Trends & Regulations We know/understand the presence/significance of mobile in our industry 2 Review the competitive landscape to identify opportunities We understand the growth statistics with mobile web and marketing 2 Obtain mobile marketing statistics from trusted sources We have a privacy policy in place 3 Use Demand Metric's "Terms of Use" and "Privacy Policy" templates to alleviate privacy concerns
  • 2. Clear terms & conditions are in place for each of our mobile initiative 4 0 Marketing Management Association's Code of Conduct is known 4 0 Use Demand Metric's "Social Media Competitor Tracking Template" to monitor competitors use of Our competitors are using mobile as part of their marketing efforts 2 mobile Planning We have an accurate plan for mobile that fits into our current strategy 1 Create a formalized Mobile Marketing Strategy Plan The messages we will be sending are relevant to and targeted 3 Build a mobile marketing communications map to plan communications We have prepared an opt-in procedure and an opt-in list 5 0 Our company has a plan to handle information responsibly and sensitively 4 0 We have developed a plan/initiative to track ROI from our mobile campaign 1 Use a metrics dashboard to monitor mobile initiatives and to track ROI Staff, Systems & Training Budget & resources have been put aside for training & support 1 Build a business case for obtaining budget and resources There is enough time allotted for all groups to be trained 2 Put a "roll-out" plan together and ensure adequate time for training There is staff in place to provide training, support, and administration 1 Ensure the proper resources are available for training and support Create job descriptions and use Demand Metric's "Interview Evaluation Template" to select the Job descriptions have been created and positions have been filled 3 right candidates Conduct an IT audit and use Demand Metric's "Vendor Selection tool" to conduct a vendor The technology required for Mobile has been evaluated and is available 1 evaluation
  • 3. Mobile Marketing Readiness Assessment Customize this tool by changing the weighting scale for each assessment category. Weighting Scale Mobile Marketing Senior Management Alignment with Business Commitment Goals & Objectives Knowledge, Trends & Planning Staff, Systems, & Training Total Regulations 20% 20% 20% 20% 20% 100%
  • 4. Mobile Marketing Readiness Assessment Rank your organization's compliance with each best practice using the drop-down box in the Score column. Senior Management Commitment Description of Best Practices Score Notes/Comments Senior Management understands Mobile Marketing is a complex, long-term initiative. 1 Senior Management agrees that Mobile Marketing is critical for meeting future goals. 3 Senior Management is prepared to enhance I/T equipment to ensure that the Mobile Marketing effort is stable, reliable, and has been incorporated into disaster recovery plans. 4 Senior Management has committed to provide adequate resources to ensure success. 2 Senior Management clearly understand Mobile Marketing and how it can benefit the business. 4 Alignment with Business Goals & Objectives Description of Best Practices Score Notes/Comments We already have a strong integrated marketing strategy in place. 4 Mobile Marketing is the right medium for our consumers. 3 Mobile Marketing is the right medium for us to pursue our objectives as a company. 4 Our customers' mobile habits align with our Mobile Marketing objectives. 2 Mobile Marketing will compliment our current marketing initiatives. 4 Achieving success with Mobile Marketing will help to achieve future enterprise goals. 4 Mobile Marketing Knowledge, Trends & Regulations Description of Best Practices Score Notes/Comments We, as a company, know/understand the presence/significance of mobile marketing in our industry. 2 We, as a company, understand the possible growth statistics with mobile web and mobile marketing. 2
  • 5. We, as a company, understand the possible growth statistics with mobile web and mobile marketing. 2 We have a privacy policy in place. 3 There are clear "Terms & Conditions" in place for each of our Mobile Marketing initiatives. 4 We are aware of the "Marketing Management Association's Code of Conduct" to protect our company and our consumers. 4 Our competitors are trending toward using Mobile Marketing as part of their marketing initiatives. 2 Planning Description of Best Practices Score Notes/Comments We have created an accurate plan for Mobile Marketing that fits into our current marketing strategy. 1 The messages we will be sending to our customers are relevant and targeted. 3 We have prepared an opt-in procedure and an opt-in list in order to obtain subscribers and to avoid delivering SPAM to customers for our Mobile Marketing campaign. 5 Our company has a plan to handle user information responsibly, sensitively and securely. 4 We have developed a plan/initiative to track ROI from our mobile Marketing campaign. 1 Staff, Systems & Training Description of Best Practices Score Notes/Comments Budget & resources have been put aside for end-user training & support on Mobile Marketing. 1 There is enough time allotted for all groups to be trained well in advance of the planned roll out of our Mobile Marketing campaign. 2 There is staff in place to provide training, support, and system administration in the area of Mobile Marketing. 1 Job descriptions for Mobile Marketing staff have been created and the positions have been filled. 3 The technology required for Mobile Marketing has been evaluated and is available. 1
  • 6. Mobile Marketing Assessment Criteria Readiness Mobile Marketing Readiness Maturity Index Senior Senior Management Commitment 2.8 Management Commitment 5.0 4.0 Alignment with Business Goals & Objectives 3.5 3.0 2.0 Alignment with Staff, Systems & Business Goals & Mobile Marketing Knowledge, Trends & Regulations 2.8 Training 1.0 Objectives 0.0 Planning 2.8 Staff, Systems & Training 1.6 Mobile Marketing Knowledge, Planning Trends & Regulations Weighted Readiness Score (out of 100) 55 5 27