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Identifying and Preventing Bottlenecks in Your Marketing Approval Workflow

Imagine your marketing department as a content factory. Ideas spark and ignite, feeding into the creative process. But instead of a smooth flow of polished marketing materials emerging from the other side, your content gets stuck. It's jammed, tangled, and frustratingly slow. The culprit? A sluggish and inefficient marketing approval workflow.

Just like a rusty conveyor belt can grind a factory to a halt, a clunky approval process can stall your marketing efforts. Missed deadlines, frustrated creators, and a constant feeling of being behind schedule become the norm. But fear not, marketing maestros! By identifying and eliminating bottlenecks in your approval workflow, you can transform your content conveyor belt into a well-oiled machine, churning out high-quality content consistently and efficiently.

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Understanding the Approval Workflow: The Journey of Your Marketing Materials

Before we delve into the world of bottlenecks and solutions, let's establish a clear understanding of what a marketing approval workflow actually is. It's the meticulously (or sometimes not-so-meticulously) planned path your marketing materials take before they're unleashed on the world. This journey typically involves a cast of characters, each with a role to play:

  • The Visionaries: These are your marketing strategists and creative minds who dream up the initial concepts and ideas.
  • The Craftspeople: The designers, copywriters, and videographers who translate those ideas into tangible marketing materials.
  • The Gatekeepers: Stakeholders like legal and compliance teams who ensure everything aligns with brand guidelines and regulations.
  • The Final Say: The ultimate decision-makers who give the green light for launch.

A well-defined approval workflow ensures everyone involved is on the same page, fostering brand consistency and maintaining quality control. However, when this process gets bogged down, it can become a major roadblock to your marketing success.

 

Identifying the Bottlenecks: The Grit in Your Content Machine

Several common culprits can create bottlenecks in your approval workflow. Here, we'll shine a light on the five most frequent offenders, along with solutions to help you get your content conveyor belt moving smoothly again:

1. The Black Hole of Briefing: Lost in Translation


Symptoms: Creative teams receive briefs that lack crucial details – target audience, campaign goals, brand voice, or even the desired format. This forces them to make assumptions, leading to misinterpretations and revisions down the line. The result: Frustration, wasted time, and missed deadlines.

Solutions:

  • Standardise Briefing with Templates: Develop clear and comprehensive briefing templates for different marketing materials (e.g., social media posts, website copy, email campaigns). These templates should act as roadmaps, prompting teams to include essential information like:
    - Target Audience: Who are you creating this content for?
    -  Campaign Goals: What do you want to achieve with this piece?
    -  Brand Guidelines: Ensure consistency with brand voice, tone, and visual identity.
    -  Key Messaging: What are the core messages you want to communicate?
    -  Desired Format: Specify the content format (e.g., infographic, video script, blog post).
    - Call to Action (CTA): What do you want viewers to do after consuming the content?
    -  Examples (Optional): Include examples of similar content that aligns with the desired style or tone.
  • Set Clear Expectations: Clearly communicate that incomplete briefs will delay project timelines. This incentivizes stakeholders to provide all necessary information upfront.
  • Collaboration is Key: Encourage open communication between content requesters and creative teams. If a brief is unclear, don't hesitate to clarify details before getting started.
  • Pro Tip: Involve your creative team in the development of briefing templates. Their input will ensure the templates capture all the information they need to deliver exceptional content.

 

2. The Labyrinth of Approvals: A Never-Ending Maze

Symptoms: The approval process resembles a labyrinth with too many stakeholders involved. Unnecessary approvals slow down the process, and key decision-makers might be left out, leading to last-minute roadblocks. Confusion reigns supreme, with stakeholders unsure who needs to approve what and when.

Solutions:

  • Map Your Workflow: Visually map your current approval process. This exercise will help you identify redundancies and inefficiencies.
  • Streamline Stakeholders: Identify and remove unnecessary stakeholders from the approval loop.  Use approval templates that focus on including only those who are critical to the decision-making process.
  • Prioritise or Batch Approvals: Explore the possibility of running some approvals concurrently or batch approvals to save time. For instance, content that is the same but resized for different marketplaces or websites can be batched so approvers only need to review the master, and not each individual asset
  •  Sequence Strategically: Revisit the order of approvals to ensure a logical flow and avoid rework. For example, legal review might happen after the content is finalized to avoid delays caused by minor revisions.
  • Pro Tip: Utilise approval matrixes to clearly define which stakeholders need to approve different types of content. This ensures everyone is on the same page and eliminates confusion.

 

 

3. The Feedback Fiasco: Deciphering the Cryptic

Symptoms: Feedback arrives in a chaotic mess – illegible handwritten markups, cryptic email threads, and conflicting comments from various stakeholders. This makes it difficult for creative teams to understand and implement changes efficiently, leading to frustration and rework.

Solutions:

  • Establish Clear Guidelines: Develop clear guidelines for how feedback should be provided.
    - Specify the preferred format (e.g., online proofing tools with annotations, comment sections within drafts).
    - Encourage concise and specific feedback that highlights issues and suggests solutions.
  • Embrace Online Proofing Tools: Invest in online proofing software that allows for clear annotations, version control, and centralised communication. This eliminates the need for confusing email threads and illegible markups.
  • Batch Feedback: Consider batching feedback instead of providing it piecemeal. This allows the creative team to address all comments in one go, minimising back-and-forth communication and rework.
  • Pro Tip: Hold kickoff meetings to discuss initial feedback and ensure everyone is aligned on the direction of the content. This can help prevent conflicting feedback later in the process.

 

4. The Compliance Conundrum: Legal Purgatory Awaits

Symptoms: Marketing materials get stuck in a seemingly endless loop of legal revisions and approvals. Legal teams are overloaded with requests, creating delays that can significantly impact campaign launches. Creative teams become frustrated with the back-and-forth communication and uncertainty surrounding legal sign-off.

Solutions:

  • Early Collaboration is Key: Proactive involvement of legal and compliance teams early in the content creation process is crucial. This allows them to identify potential issues upfront and provide guidance throughout the development stage.
  • Define Legal Review Triggers: Develop clear guidelines outlining which types of content require legal review. For instance, content with claims, disclaimers, or specific regulations might require legal oversight, while simple social media posts might not.
  • Leverage Online Proofing Tools: Utilise online proofing software that allows for clear delegation of approval tasks to legal and compliance teams. This streamlines the process and provides a centralised platform for communication and revisions.
  • Standardise Legal Approvals: Develop standardised legal templates for common marketing materials. This can expedite the review process for content that follows established formats.

Pro Tip: Hold regular check-ins with legal and compliance teams to discuss upcoming projects and ensure a smooth approval process.


 

5. The Resource Rollercoaster: Burnout on the Creative Highway

Symptoms: Creative teams are overloaded with work, leading to missed deadlines, burnout, and a decline in overall content quality. Unrealistic workloads prevent them from dedicating sufficient time and attention to each project. Frustration and low morale can hinder creativity and innovation.

Solutions:

  • Embrace Project Management Tools: Implement a marketing project management solution to track resource allocation and workload. This allows you to:
    - Visualise project timelines and identify potential bottlenecks before they arise.
    - Distribute tasks fairly based on team member skillsets and capacity.
    - Prioritise projects to ensure deadlines are met and resources are used efficiently.
  • Utilise Shared Calendars: Maintain a shared calendar that provides stakeholders with real-time visibility into team capacity. This helps to avoid overloading team members and setting unrealistic deadlines.
  • Invest in Your Team: Continuously invest in your creative team's professional development and well-being. Offer training opportunities and encourage open communication to address workload concerns.

Pro Tip: Empower your creative team to have a say in project timelines and workload distribution. A collaborative approach can foster ownership and prevent burnout.

By implementing these solutions and remaining vigilant about potential bottlenecks, you can transform your marketing approval workflow from a frustrating roadblock to a well-oiled machine. Remember, a streamlined workflow isn't just about efficiency; it's about creating a collaborative and supportive environment where your creative team can thrive and produce high-quality marketing content consistently.

 

Conclusion: From Gridlock to Greenlight: Taking Control of Your Approval Workflow

By identifying and addressing these common bottlenecks, you can transform your marketing approval workflow from a frustrating roadblock to a well-oiled engine driving your marketing success. Here are some final thoughts to keep in mind:

  • Embrace Continuous Improvement: The marketing landscape is constantly evolving, so your approval workflow should too. Regularly assess its effectiveness and make adjustments as needed.
  • Invest in the Right Tools: Marketing approval software can be a game-changer, automating tasks, centralising communication, and streamlining the entire process. Explore different options to find one that integrates seamlessly with your existing workflows.
  • Communication is Key: Open and transparent communication is vital for a smooth approval process. Keep stakeholders informed, encourage timely feedback, and address concerns promptly.
  • Empower Your Team: Trust your creative team and empower them to make decisions. Micromanaging approvals will only slow things down.

Remember, a streamlined approval workflow isn't just about efficiency; it's about fostering a culture of collaboration and creativity within your marketing team. By removing the roadblocks, you can empower your team to produce high-quality content that consistently meets your marketing goals. So, take control of your content conveyor belt, grease the wheels, and get your marketing materials flowing freely!

Understanding approval workflow solutions