1. Don’t lose sight of your FI’s strategic goals.
Getting bombarded with multiple simultaneous requests can be overwhelming. Additionally, the shift to digital adoption, the changing competitive landscape, and the status of the economy have made reaching consumers with the right message at the right time an ongoing challenge. As marketers navigate through day-to-day operations, they can’t lose sight of their institution’s strategic goals and marketing plan. When trying to prioritize tasks when chaos strikes, ask yourself, “Does this task hit the MARK?”
Market & Customer Acceptance. Is the product or service your institution is trying to sell what your customers are asking for? Messaging should be personalized and meaningful based on their behavior and needs.
Align with the Company’s Strategic Goals. Be sure the project or task you are dedicating hours to is actually in alignment with what your organization has designated as its strategic goals. Often times, people have their own agenda. But it’s the role of a marketer to pull in the reigns, protect the brand, and execute the right messaging at the right time.
Return. Does the project or campaign show a return and is it measurable? If not, consider putting it on the back burner.
Keys to Execution. What resources are needed? Is there budget dollars allocated? Does it require other staff members to assist? Fully understand the keys to execution before committing to a project that can be a time-suck. Often times, the opportunity cost and expense outweigh the return.