RESOURCES

Checklists

Practical tools to put Agile marketing into action.
Quick-reference checklists, assessments, and templates built for marketers who are ready to stop reading about Agile and start doing it.

Free Checklists & Assessments

Marketing Agility Scorecard

Are your marketing operations keeping up? This 10-minute assessment gives you a holistic view across nine dimensions of agility (practices, mindset, culture, data, planning, leadership, people, teams, process, and customer centricity). Walk away knowing exactly where your biggest gaps are and where to double down on your strengths.

Agile Marketing Transformation Checklist

Before you start your transformation, make sure you've packed the right gear. This checklist helps marketing leaders evaluate readiness across leadership alignment, team structure, cultural gaps, and long-term planning — so you can spot what's missing before it derails your rollout.

OKR Standup Cheatsheet

OKRs are one of the best tools for getting your team beyond "everything is a priority", but only if you use them consistently. This cheatsheet keeps your team aligned and focused on strategic goals with regular, effective check-ins.

PI Planning Agenda

Running your first PI Planning event, or looking to run a better one? This detailed two-day agenda template helps you get maximum value out of your next Program Increment planning or Big Room Planning session.