Buying guides and working tools

First 90 days marketing leadership checklist

Use a checklist to organize access, diagnosis, priorities and handover when marketing leadership changes. Adapt the sequence to the mandate and working capacity.

Plan the first 90 days

Use your own evidence. Inputs stay in this page, are not sent by this tool and are not saved when you leave. Avoid entering confidential information. Results support a discussion; they do not predict growth or select a provider for you.

Your planning inputs

Download the editable first 90 days marketing leadership checklist

Markdown is plain text: open it in a text editor or copy it into your own planning document. Complete it locally; this page does not collect your answers.

Establish the starting conditions

Confirm the sponsor, authority, team responsibilities and relevant system access. Review existing commitments and time-sensitive decisions. Reconcile basic customer, lifecycle and performance definitions so the new leader is not building a plan on inconsistent reports.

Choose a small set of useful outputs

Connect the business question to customer evidence, targeting, positioning, execution and measurement. Prioritize dependencies and assign owners. A clear qualification agreement or tested message can be more useful than a large strategy document when it resolves the current operating constraint.

Review learning and continuity

At each checkpoint, record what changed, what remains uncertain and which decision comes next. Agree what documentation and ownership will remain with the team. The 90-day structure is a planning reference; it does not promise that every engagement can complete the same work or produce a particular commercial result in that period.

Put the decision into practice

  1. Confirm mandate and authority.
  2. Review evidence and definitions.
  3. Prioritize dependencies.
  4. Assign outputs and review dates.
  5. Document continuity and the next decisions.

Bring the business question, the evidence already available and the constraints that matter. Discuss your next step with Nancy Chou.

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