Client example: Assessing the competitive marketing capability of one hundred marketers worldwide
The clear identification of specific weaknesses in marketing capability and the discovery of pockets of individual expertise enabled this client to confidently plan and resource innovative marketing programmes.
The client
Global financial services corporation – operating through a dozen independent marketing teams across Europe, Asia and North America – aiming to break into new markets with new products.
The brief
Assess the marketing capability of 100 personnel, identifying strengths and short-falls. Formulate skills development programmes to fill the gaps and ensure all teams could support the new strategy.
The solution
Customised to the client’s marketing organisation, with staff allocated into business units and functional (role) groupings.
- Client selected key capabilities to be assessed for each unit and group, with a generic sub-set of business critical capabilities flagged for all
- Face-to-face assessments undertaken with each marketer with individual scores being recorded and validated
- Data and analyses provided for each individual, unit and group, giving an understanding of individual, team and functional strengths
- Recommendations made on training requirements as well as opportunities to share and exchange existing skills
The findings
Presented as a series of heatmapped tables and charts highlighting the key issues. Click each image below to expand:
| Variation in marketing capability | Succession planning required |
| Lack of planning insight | Pinpointing deficiencies in capability |
| Targeting performance improvements | Locating pockets of latent expertise |
The benefits
The client was able to develop customised training programmes based on key group needs aligned with the strategic marketing needs.
Individual performance improvement was targeted as were specific functional skills. Hitherto unknown pockets of expertise were recognised and used to the benefit of the wider business, saving time and money in the process.
Subsequently, a number of new marketing initiatives were confidently planned, supported by improved organisational capability in key areas. These include the adoption of new marketing tools and techniques, with the prospect of incremental new revenue streams.

