Preferred learners
- Anywhere
- Academic experience
Categories
Project scope
- What is the main goal for this project?
-
Main Goal: To perform an in-depth analysis of our current marketing strategy and establish a comprehensive set of KPIs for future dashboard implementation, setting the stage for effective measurement and benchmarking of marketing efforts.
Key Steps:
- Conduct a targeted audit of the marketing strategy, focusing on high-impact channels.
- Define a select set of critical KPIs aligned with our key marketing objectives.
- Outline specifications for a KPI dashboard to be developed in a subsequent project.
- What tasks will learners need to complete to achieve the project goal?
-
Tasks for Completion:
- Prioritize marketing channels and initiatives for analysis within the given timeframe.
- Identify key KPIs that measure engagement and effectiveness of our marketing strategy.
- Document KPI specifications, data sources, and visualization concepts for a future dashboard.
Final Deliverables:
- A concise audit report of our current marketing strategy with an emphasis on areas with the highest return on engagement.
- A strategic selection of KPIs with clear definitions, rationale, and data source identification.
- A comprehensive KPI framework document that includes specifications for future dashboard development.
- What is the main goal for this project?
-
Main Goal: To perform an in-depth analysis of our current marketing strategy and establish a comprehensive set of KPIs for future dashboard implementation, setting the stage for effective measurement and benchmarking of marketing efforts.
Key Steps:
- Conduct a targeted audit of the marketing strategy, focusing on high-impact channels.
- Define a select set of critical KPIs aligned with our key marketing objectives.
- Outline specifications for a KPI dashboard to be developed in a subsequent project.
- What tasks will learners need to complete to achieve the project goal?
-
Tasks for Completion:
- Prioritize marketing channels and initiatives for analysis within the given timeframe.
- Identify key KPIs that measure engagement and effectiveness of our marketing strategy.
- Document KPI specifications, data sources, and visualization concepts for a future dashboard.
Final Deliverables:
- A concise audit report of our current marketing strategy with an emphasis on areas with the highest return on engagement.
- A strategic selection of KPIs with clear definitions, rationale, and data source identification.
- A comprehensive KPI framework document that includes specifications for future dashboard development.
- How will you support learners in completing the project?
-
Mentorship and Resources:
- Periodic mentorship sessions to discuss progress and challenges.
- Access to historical marketing data.
- Company documentation on branding, marketing, and sales strategies.
Communication Tools:
- Email for communications, submissions, quick queries and updates.
- Video conferencing for check-ins and mentorship sessions.
Resources Provided:
- Access to marketing data and analytics platforms.
- Guidelines on current marketing strategy and objectives.
- What skills or technologies will help learners to complete the project?
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Required:
- Proficiency in marketing analytics and strategic planning.
- Ability to identify and define KPIs relevant to marketing objectives.
- Strong analytical and communication skills.
Preferred:
- Experience in conceptualizing data visualization and reporting structures.
About the company
- https://beaconfamilyofffice.com
- 2 - 10 employees
- Banking & finance
For over three decades, the Beacon Family Office at Assante Financial Management Ltd. has supported ultra-high-net-worth individuals and their families with $3-30 million in investable assets to preserve, grow, protect, and successfully transition their wealth across generations.
Beacon Family Office at Assante uses an integrated approach to creating family offices that are here to continue building their philanthropic legacy. Partnering with niche experts, we remove the mystery of how to guide complex wealth management decisions across generations, across major family life events, and across borders via our sister company, CI Private Wealth in the United States. Whether selling a business, managing major real estate transitions, or coordinating wealth conversations with family members, Beacon Family Office at Assante. is by our clients side each step of the way.
Beacon Family Office at Assante Financial Management Ltd. is part of CI Assante Wealth Management, one of the largest Canadian professional services firms in wealth management. In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organisation. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $340 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index. Here, we have 750+ advisors who oversee $54 billion in assets for 300,000 clients and their families nationwide. CI Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.