Marketing has changed. The way we work hasn't.

Modern Marketing =
Agile Marketing

Operational efficiency and workflow management are no longer "nice to have." For marketers to thrive in a world of continuous change, agility must become part of their DNA. Wherever you are on your agile journey, AgileSherpas can take you to the next stage.

Training builds critical competencies in collaboration, productivity, and, of course, agility

From self-paced micro-learnings that can be completed in under 15 minutes, to 8-week certification courses, we have a training option to suit your needs. Best of all, they're all built by marketers, for marketers.

  • Practical tools to apply today
  • Taught by experienced marketers
  • Cutting-edge content
  • Learn alone or with a team
  • Custom courses available
  • Can include certification(s)
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Training builds critical competencies in collaboration, productivity, and, of course, agility

From self-paced micro-learnings that can be completed in under 15 minutes, to 8-week certification courses, we have a training option to suit your needs. Best of all, they're all built by marketers, for marketers.

  • Practical tools to apply today
  • Taught by experienced marketers
  • Cutting-edge content
  • Learn alone or with a team
  • Custom courses available
  • Can include certification(s)
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Coaching provides essential on-the-ground guidance as Agile teams apply their new ways of working

AgileSherpas carefully matches Agile marketing coaches to teams to ensure a great fit of experience and expertise. Agile coaches help by: 

  • Translating theoretical concepts to practical application
  • Helping teams build healthy Agile habits
  • Avoiding common anti-patterns than derail Agile adoption
  • Supporting tool rollouts 
  • Identifying gaps in skills or leadership and recommending solutions
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When it's time to evolve everything about how you work, it's time for an Agile transformation 

AgileSherpas' proprietary transformation model, the Agile Marketing Ascension, blends our decades of experience into a simplified rollout designed just for marketers. 

  • Practical tools to apply today
  • Taught by experienced marketers
  • Cutting-edge content
  • Learn alone or with a team
  • Custom courses available
  • Can include certification(s)
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Why Marketing Agility

Agile marketing teams deliver more work in less time without sacrificing quality or burning people out. Plus, agile teams are more closely aligned to business goals and priorities.

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Millions in Productivity Savings

Multiple AgileSherpas clients have realized millions in productivity savings through operational improvements.

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Agility -> Revenue

75% of highly agile organizations reported 5% year over year revenue growth, compared to just 29% of non-agile orgs, per PMI.

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More Work, Less Time

Charles River Labs reduced the number of days needed to complete a project by 20% while increasing the number of completed projects 35%.

Want to Start Unlocking Marketing Agility?

Agile frameworks can seem overwhelming to marketers who aren’t used to working this way, but there are simple ways to get started. From embracing key principles to blending in a few meetings and roles, these suggestions will help you take the first steps on the rewarding climb toward marketing agility. 

Perhaps the first and most important thing to understand is that there’s an important distinction between doing Agile and actually being Agile. The reason is simple: Agile isn’t one rigid way of doing things. Instead, it’s a set of principles with many different ways to apply them for better marketing.

Unlocking the immense benefits of marketing Agility begins with understanding those principles:

  1. Validated learning over opinions and conventions
  2. Customer-focused collaboration over silos and hierarchy
  3. Adaptive and iterative campaigns over Big-Bang campaigns
  4. The process of customer discovery over static prediction
  5. Flexible versus rigid planning
  6. Responding to change over following a plan
  7. Many small experiments over a few large bets

When teams or organizations do things that seem Agile at face level, but actually don’t follow the principles, you get “fake Agile.” When teams go through the motions of fake Agile they get frustrated because they’re doing everything right, but nothing’s changing. In reality it’s all show and no substance. 

In other words, fake Agile is a trap that wastes time and resources, and it can even permanently damage Agile’s reputation with a team. So whether you’re just curious to understand how Agile marketing can help your organization, or are actively looking to implement it, you want to start with Agile principles.

This deep dive into the Agile Marketing Manifesto will help you embrace and apply these critical principles. 

Almost as important as understanding what Agile is (refer to the manifesto!) is understanding what it definitely is not. The world of Agile is full of misunderstandings that make it unnecessarily difficult to unlock all the value Agile has to offer.

Many people assume that because Agile has origins in software development that everybody else has to follow their example, but every function has its own flavor. There’s a reason marketing, sales, and HR all have unique Agile manifestos. True, all forms of Agile derive from the same principles, but they interpret and apply them in different ways. For example, the Agile software manifesto line about “working software” doesn’t apply directly to marketing.

Others assume that all Agile is Scrum, Kanban, or another framework. In fact, there are many frameworks (even custom ones you can build yourself) that work for Agile marketing. The trick is to find which one fits your needs best.

Another dangerously common assumption is that Agile means not planning. The idea goes that you just respond in the moment to avoid getting bogged down with wasteful, waterfall style planning. However, that’s totally not true! In fact, planning is essential in Agile marketing.

But planning needs to evolve to suit your new ways of working. Instead of creating detailed plans laying out exactly what’s going to happen months into the future, you begin with strategic goals and adjust as you go. It’s a bit like setting off on a road trip: you know the destination, but if a road closes or there’s a great place to stop, you can make adjustments along the way.

A related misconception is that Agile is purely about speed. True, Agile is rigorous about avoiding waste and improving team performance, but the end goal is always delivering value to stakeholders. If faster processes get you there, great! But slowing down to focus on quality might be more important at times. Just don’t be too dogmatic about going fast all the time.

Finally, don’t be fooled into thinking that Agile is an excuse to change direction all the time. True, Agile emphasizes pivoting and making adjustments when needed, but doing this constantly just creates chaos. Instead, you need some structure (working in sprints can help) and to only make changes when they help get you closer to your objectives. 

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Once you’re up to speed on what Agile isn’t you can take a deeper look at what it is.

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A lot of people trying Agile for the first time get tripped up with understanding the meetings. You’ve got sprint reviews, standups, retrospectives, and more. It’s easy to get overwhelmed at the start. But the truth is, most teams don’t use every single type of Agile meeting from the start. The trick is to find the right ones for your needs.

Let’s start with perhaps the most basic Agile meeting: the daily standup. This one is extremely easy to implement and brings some value quickly. Standups are short daily meetings (think 15 minutes or less) where everyone shares what they worked on yesterday, will work on today, and whether they have anything blocking their work. The exact structure can change, but that’s the basic idea. Standups create alignment, address blockages, and are an easy way to ensure work moves forward.

Then you have planning meetings (again, planning is essential in Agile!). These may happen at the start of your sprints, or every few weeks if you’re using Kanban. Either way, the goal is to go through your backlog, choose what you’ll work on for this period, and plan that work out with only enough detail to get you to the next planning session.

Ever notice how many marketing teams never have time to identify and tackle their internal problems? There’s always too much to do. Retrospectives aim to tackle that problem, creating opportunities to learn lessons, brainstorm solutions to internal problems, and generally get a feel for where you are as a team. They’re often held at the end of a sprint, or every few weeks as needed.

Overall, you want to experiment a bit with Agile meetings. Try seeing which ones add value to your process, as well as how different versions of each meeting make work easier. Like with most things in Agile, there’s room for experimentation to find what works best for you.

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Plenty of marketing leaders interested in Agile panic when they learn about Agile roles. The prospect of hiring a full time Scrum Master or getting someone on staff certified sounds daunting and expensive. Luckily, filling the key roles you need for Agile marketing success isn’t as hard as it appears.

It starts with understanding the three main roles on a basic Agile team: Product or Marketing Owner, Scrum Master (sometimes called Agile Lead), and execution team. The product owner is the person who owns the backlog and prioritizes work from it. They help ensure the work your team does is the right work to deliver value to your stakeholders.

The Scrum Master or Agile Lead is the owner of processes for the team. They work to ensure work flows efficiently, blockages get addressed, and the team’s processes adapt and adjust to their needs. Lastly, the execution team is everyone else: the people who tackle the tasks that deliver that value.

So the basic Agile roles are actually pretty straightforward. A key benefit is the way in which these roles focus people on vital tasks. When someone is in charge of processes, you’re a lot less likely to get stuck with bad ones that hamper your team. When someone is in charge of your backlog and prioritization, you’re a lot less likely to end up doing work that doesn’t move the needle.

But besides fulfilling those essential roles, effective Agile marketing teams are also built on cross-functionality and T-shaped marketers. Cross functional teams are when the team contains all the people needed to do its work. So, for example, you don’t need to ask the content production team to write your copy or the creative team to do designs. Instead, you have a writer and designer on your team full-time.

By not having to rely on external help, the work your team does becomes more predictable, sustainable, and simple. Everyone on the team has the context they need to do the work, issues can be raised and addressed far faster, and managing resources becomes much more straightforward.

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Finding the Right Agile Framework

There are a nearly infinite number of ways to be Agile. In fact, that’s a big advantage of Agile marketing: it’s not a one-size-fits-all proposition. As long as you’re sticking to those core Agile marketing principles, you can customize the way you do Agile to fit your specific needs. That’s how Agile marketing works so well for everyone, from massive Fortune 500 organizations to tiny marketing departments with just a few people.

In fact, for years we’ve found that most Agile marketing teams prefer their own hybrid frameworks instead of more structured ones like Kanban or Scrum. Take a look at the three common ways for marketers to be Agile and see which best suits your needs.

As an Agile framework, Kanban is all about optimizing a continuous flow of work items through a visualization tool called a Kanban board. It streamlines team performance by visualizing your workflow, measuring and managing that workflow, limiting your Work In Progress (WIP), making your policies explicit, and finding ways to improve.

Together, these elements make Kanban exceptionally flexible compared to alternatives like Scrum. Instead of using more rigidly prescribed meetings and roles, you can try all kinds of setups as long as they help you optimize your workflow. The visualization of the Kanban board makes it easy to identify what’s causing bottlenecks and delays and address those issues.

That board is made up of columns representing states of work. For example, you usually start with a backlog, followed by basic categories like “doing,” “review,” and “done.” Work items are represented within those columns bard cards that contain key information like deadlines, assignees, subtasks, and whatever else is needed to ensure that work can get done.

Kanban boards are usually digital, making them a great option for remote or hybrid teams. Because the cards contain all the information needed to complete a task, you avoid people getting blocked waiting for information from 8 time zones away. Some Kanban software can also track all kinds of data about your workflow and even enforce rules like WIP limits, making it easier to optimize your team performance.

In general, if your marketing team requires flexibility and tends to tackle work in a continuous flow that isn’t easily broken up into sprints, Kanban is a great option. It has the ability to transform marketing teams into well-oiled machines capable of ruthlessly pursuing greater efficiency and performance.

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As an Agile framework, Kanban is all about optimizing a continuous flow of work items through a visualization tool called a Kanban board. It streamlines team performance by visualizing your workflow, measuring and managing that workflow, limiting your Work In Progress (WIP), making your policies explicit, and finding ways to improve.

Together, these elements make Kanban exceptionally flexible compared to alternatives like Scrum. Instead of using more rigidly prescribed meetings and roles, you can try all kinds of setups as long as they help you optimize your workflow. The visualization of the Kanban board makes it easy to identify what’s causing bottlenecks and delays and address those issues.

That board is made up of columns representing states of work. For example, you usually start with a backlog, followed by basic categories like “doing,” “review,” and “done.” Work items are represented within those columns bard cards that contain key information like deadlines, assignees, subtasks, and whatever else is needed to ensure that work can get done.

Kanban boards are usually digital, making them a great option for remote or hybrid teams. Because the cards contain all the information needed to complete a task, you avoid people getting blocked waiting for information from 8 time zones away. Some Kanban software can also track all kinds of data about your workflow and even enforce rules like WIP limits, making it easier to optimize your team performance.

In general, if your marketing team requires flexibility and tends to tackle work in a continuous flow that isn’t easily broken up into sprints, Kanban is a great option. It has the ability to transform marketing teams into well-oiled machines capable of ruthlessly pursuing greater efficiency and performance.

Learn More About Kanban

A popular framework that’s attracted loyal devotees for decades, Scrum is a popular choice for Agile marketing teams. One advantage (or disadvantage, depending on your perspective) it brings is structure. Scrum is far more prescriptive about how you work compared to Kanban or hybrid frameworks. The roles, meetings, and structure of your work are all clearly defined.

For example, you have three basic roles on a Scrum team. The first is the Product Owner, the person who decides what work goes into the backlog and how to prioritize that work to maximize value for stakeholders. Then you have the Scrum Master, a person focused on managing the team, ensuring rules are followed, and that work progresses smoothly. Lastly, you have everyone else, the execution team who do the actual tasks.

But perhaps the most important thing to understand about Scrum is the sprint. This is a period of time, usually a few weeks, during which your team completes a set of tasks. At the beginning of each sprint you look at your backlog and pull in items that you think you can accomplish as a team. Then, every day during the sprint you have a daily scrum (also known as a daily standup) to check in and see how things are progressing.

At the end of your sprint, you have a sprint review. Here your team presents what they’ve done to relevant stakeholders to get feedback. Finally, you cap everything off with a retrospective. In this meeting you talk through what went well, what didn’t, and brainstorm ideas for improvement you can test in the next sprint.

As you may have guessed, this structure can be tricky to apply to marketing. What if your team works on lots of small things so you don’t really have anything to present at a sprint review? What if your work can’t easily be broken down into smaller chunks that fit into sprints? What if your work just isn’t predictable enough to know at the beginning of a sprint what you’ll need to do (it’s a rule in Scrum that once a sprint starts you don’t bring in new work)?

All of this points to why so many Agile marketing teams avoid traditional Scrum in favor of hybrid frameworks that combine Scrum, Kanban, and even other frameworks.

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Here at AgileSherpas, we love Kanban, but we also find a lot to love with Scrum. Picking just one feels impossible, because each brings us vital benefits to how we like to work. That’s why we use the hybrid approach sometimes known as Scrumban. For us – and many marketing teams like ours – it brings an unbeatable balance of the benefits of Scrum and Kanban.

In practice, this usually involves working from a Kanban board, but utilizing sprints and some meetings taken from Scrum. For example, we break our work into two week sprints, beginning with a planning meeting and usually ending with a retrospective. During those sprints, we use Kanban methods to optimize our workflow and track our productivity, holding daily standups to unblock people as we go.

Put simply, Scrum is amazing at managing teams and projects, but not individual tasks. Kanban, on the other hand, excels at optimizing how teams complete tasks. Together, you get the best of both worlds. Work is broken into sprints, but it’s understood that some tasks will carry over. Bigger tasks are turned into “epics” that carry across multiple sprints with subtasks being worked on in individual sprints.

It’s important to remember that Scrumban often means your framework is a bit of a work in progress. At our team, we’ve been using this framework for years now, but we’ve also had our challenges. That has meant regularly reviewing how we’re doing and making adjustments as we go.

For example, it can be easy to neglect review meetings with Scrumban. As a result, process issues can fester until they’re too bad to ignore. That’s something we always want to avoid in Agile, so fostering a culture of continuous improvement can go a long way towards making Scrumban work well.

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Measuring Agile Success

The good news here is that after surveying thousands of marketers over many years, we’ve consistently found that Agile marketing produces serious ROI. That said, you still need to be able to prove that to senior leaders if you’re going to get the support you need to sustain Agile marketing implementations. You also need good data about how your work is delivering value if you’re going to optimize your processes.

In other words, successful Agile marketing is built on measuring Agile success. Of course, your marketing team likely already knows what metrics it uses to judge the impact of its work, but there are two Agile-specific metrics you should also be aware of: cycle time and throughput.

Cycle time aims to answer a seemingly simple question that gets very complicated very fast: how long does work take? The challenge to answering that question usually comes from when the clock should begin. Is it from when a work item gets put into a backlog, or from when people actively start working on it? If a work item gets set aside for a while, should that count toward cycle time? What about when you’re waiting on feedback?

To get a more accurate answer to that original question, cycle time measures the time between when active work begins and when the work item is fully completed. An important element here is how you define when work is completed. Again, this seems simple, but misunderstandings here are shockingly common, leading to a lot of waste and confusion. So work items should have a clear definition of done.

Generally, you want to measure cycle time in days (so whether work begins in the morning or afternoon doesn’t really matter) and exclude non-working days. The idea here isn’t to directly compare individual work items (because they may be of varying sizes), but to get a general average for your team that you can work to improve over time.

So if cycle time is how many days it takes to complete the average work item, throughput is the average number of work items completed in a set period of time (often a week or a sprint). As with cycle time, you’re not considering how big work items are, just getting an average that you can use to monitor team performance.

Often your visualization tool will automatically calculate cycle time and throughput for you, so this is a feature you may want to look out for. Lastly, for content it can be useful to monitor how many rounds of review and revision work requires to help keep that under control.

By using these measurements, you can get a general idea of how well your Agile marketing team is performing. This enables you to test and validate ideas for improvement and ensure you don’t fall into the trap of ignoring worsening performance until it reaches crisis levels.

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Key Agile Marketing Stats

83% of surveyed marketers reported having a positive experience with Agile. Only 2% reported a negative experience. No wonder Agile has become so popular among marketers.

98% of surveyed marketers said their Agile marketing implementation was successful.

The most common impediments are a lack of training/knowledge and a lack of support from management or executives. Luckily we can help you solve both issues.

The most common challenge marketers face today (by far!) is too many last-minute requests. Agile ways of working tackles that challenge head on so you can get actual work done for a change.

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