4. Resources
What is the Resources level?
The Resources level is about ensuring your marketing team has the right people, skills, and capacity to execute your plans effectively.
It's not just about headcount — it's about making sure the team has the necessary expertise, support, and access to external help when needed.
Typical gaps and pitfalls.
- The team is consistently overloaded, leading to burnout and missed deadlines
- Critical skills are missing and there's no plan to address the gap
- Resource planning is reactive, not proactive
- Budgets are too tight to support new initiatives or unexpected needs
- There's no process for bringing in external help when it's needed
Even great plans stall without the right resources.
Having the right resources in place is essential for executing your marketing strategy and processes effectively.
Without enough people or the right skills, even the best plans will stall — and burnout becomes inevitable.
Proactive resource management ensures your team delivers quality work, adapts to change, and stays sustainable over time.
What does good Resources look like?
- The team has enough capacity to deliver on planned marketing activities without constant overload
- Key skills and competencies exist internally or are easily accessible through external partners
- There is a clear picture of resource gaps and a plan to address them
- Budgets and tools are allocated to support both day-to-day work and new initiatives
- The team can scale up or down as business needs change, using flexible resources when required
Are you at level 4 ?
Check off what rings true.
All five checked? The Resources level is in place.
All five in place? Move on to Tools.
The Resources level is built. The next step is making sure your team has the right technology to support the strategy, processes, and daily work.
Level 5: Tools →If you're not there yet.
- 1Assess your current and future resource needs based on your marketing plan
- 2Identify skill gaps and decide whether to address them through hiring, training, or external partners
- 3Set up a process for bringing in extra help when needed — onboarding freelancers or agencies
- 4Review budgets to ensure they support both ongoing work and new initiatives
- 5Communicate resource needs and plans clearly to leadership and relevant stakeholders
Wondering where you stand ? Let's talk.
30 minutes, no cost. We'll map out where you are — and what makes the most sense to do next.
Book an intro call ↗