Use the template for Kanban Marketing Agencies shown above to structure all of the client work in your Kanban marketing agency on one board. With this board set up, you can plan and manage all of your ongoing work as well as house additional resources you need to get your client projects Done.
WIP limits are applied to the “In Progress” and “Internal Review” columns, where the team has the most control. Labels on the cards can signify priority as well or how task cards ladder up to larger client campaigns depending on your context. The team’s backlog area is split into this week’s emergent work, where each client has their own area. Depending on the number of clients you’re working with, this area may be larger or smaller for your team. The general backlog is a wonderful place to build a repository of your great ideas and discover synergies between your clients.
Use the calendar feature to track important milestones and due dates and the metrics options to monitor the overall health of your team. Keep a special eye on cycle time as a measure of the pace of your team’s delivery from the customer’s perspective.
Card templates in the Kanban board template allow you to quickly create new activities related to Research, Advertising and Content with their relevant recurring checklists and pieces of their descriptions.
For additional instructions on how to set up this board for your own team, read through the board instructions in the dedicated card in the backlog.
If you’re an internal marketing team, solely dedicated to marketing for one business, your board may be simpler than an agency, so you will also find in Kanban Zone another template for Internal Cross-functional Kanban Marketing teams.
Although this workflow layout and its features are also effective for the agency environment, using Blocking of cards can be crucial for a fast-paced internal team. Waiting on 3rd party might also be a column an internal team might choose to visualize on their board in order to keep an eye on the accumulations of items in the queue, aiming to influence it when possible.