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MOps Matrix
What Is the Processes Level?
The Processes level is about establishing clear, documented workflows for all key marketing activities.
This ensures that everyone on the team knows how work gets done, reduces confusion, and enables consistent, repeatable execution across campaigns, reporting, and collaboration.
Common Gaps and Pitfalls
⛔ Processes are undocumented or only known by a few team members
⛔ Workflows vary from person to person, leading to inconsistent results
⛔ Handoffs between teams or roles are unclear, causing delays or errors
⛔ Templates and checklists are missing or outdated
⛔ Process improvements are ad hoc, not systematic
Why This Level Matters
Clear, documented processes are the backbone of efficient marketing operations.
They reduce errors, speed up onboarding, and ensure that best practices are followed every time.
Without this structure, teams risk wasted effort, inconsistent quality, and missed deadlines.
What does "Good" Processes Look Like?
🏆 All core marketing activities (e.g., campaign setup, content production, reporting) have documented, step-by-step processes
🏆 Processes are accessible to the entire team and updated regularly
🏆 There are clear guidelines for handoffs between team members and departments
🏆 The team follows standardized workflows, reducing reliance on “tribal knowledge”
🏆 Process documentation includes checklists, templates, or flowcharts to support execution
Self-Assessment Checklist
Check off each statement that is true for your team:
✅ We have written, up-to-date processes for all major marketing activities
✅ Team members know where to find process documentation and use it regularly
✅ Handoffs between people or teams are clearly defined and documented
✅ There are templates or checklists to support consistent execution
✅ We review and improve our processes at least once a year or after major projects
Ready For the Next Level?
If you have completed the previous levels and can confidently check off all items above, you’re ready to move on to Level 4: Resources.
f not, focus on documenting and standardizing your processes before progressing further in the MOps Matrix.
What to Do If You're Not There Yet?
👉 Identify your most important marketing activities and map out the steps for each
👉 Document these workflows in a shared location (e.g., wiki, shared drive)
👉 Create or update templates and checklists to support each process
👉 Assign process owners responsible for keeping documentation current
👉 Schedule regular reviews to update and improve processes based on feedback
Questions?
Unsure of how to proceed?
Book a call with me and let’s chat about how you can get your team to the next level.
