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What Is the Strategy Level?
The strategy level is about ensuring your company has a clear, documented business strategy that guides all marketing activities.
The marketing team’s role is not to create its own separate strategy, but to understand, support, and translate the company’s overarching goals into actionable marketing plans and activities
Common Gaps and Pitfalls
⛔ The business strategy is unclear, outdated, or not communicated to the marketing team
⛔ Marketing activities are planned in isolation, without reference to company goals
⛔ The team is unsure how their work contributes to business success
⛔ There is no process for aligning marketing plans with changing business priorities
⛔ Marketing is seen as a silo, not as a strategic partner
Why This Level Matters
When marketing is closely aligned with the company’s strategy, every activity and campaign has a clear purpose and measurable impact.
This alignment ensures resources are used effectively, supports better decision-making, and helps marketing earn a seat at the leadership table.
Without this foundation, marketing risks becoming disconnected from what matters most to the business.
What does "Good" Strategy Look Like?
🏆 The company’s business strategy is clearly defined, documented, and communicated to all relevant teams
🏆 The marketing team understands the business strategy and how marketing contributes to achieving company goals
🏆 Marketing plans and activities are directly linked to supporting the company’s strategic priorities
🏆 There is a process for translating business objectives into concrete marketing initiatives and campaigns
🏆 The team regularly reviews how marketing activities align with and support the overall business direction
Self-Assessment Checklist
Check off each statement that is true for your team:
✅ Our company has a documented business strategy that is accessible to the marketing team
✅ The marketing team can clearly explain how their work supports the company’s strategic goals
✅ All major marketing activities and campaigns are planned with reference to the business strategy
✅ There is a process for reviewing and updating marketing plans to ensure ongoing alignment with business priorities
✅ The team is involved in discussions about how marketing can best support the company’s direction
Ready For the Next Level?
If you can confidently check off all items above, you’re ready to move on to Level 2: Organization.
If not, start here, this is the essential foundation for all further progress in the MOps Matrix.
What to Do If You're Not There Yet?
👉 Ensure the business strategy is documented and shared with the marketing team
👉 Hold a workshop to review the strategy and discuss how marketing can support key business objectives
👉 Map current marketing activities to strategic priorities and identify any gaps
👉 Set up regular check-ins to review alignment as business needs evolve
👉 Create a simple reference guide showing how marketing supports each business goal
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.
