Integrated Marketing Communications Processes
Contents
1. Summer Term select workspace Document Manager Project Requests Calendar Reports Setup Favorites rant Spo P Task List camcha projectList Project Templates Recent Activity FILTERS edit j 7 Edit Multiple Copy Move E Emal Add Time Add Expense Ad Task Ads Project X Dniow Cl CK I IERE I EXPAND COLLAPSE INDENT OUTOENT WORK START END STATUS COMPLETE REMWORK NOTES 0 S PROJECT TASK CATEGORY RESPONSIBLE DURATION UComm s designing pieces for Anna to take to Prague to promote the VISP Y Summer Term 2015 VISP program Summer term is able to Messaging P 10074 eg sna ay 17 85hours May 28 2014 Jun 17 2014 lt S 16 97hours have an insert designed by UComm if Target date Jun 20 2014 we have it all written by our staff We are requesting a writer to assist with the language for this project mc Create Project Schedule e Sheila Obg 1 hour May 28 2014 May 28 2014 v Gum 100 0 min Project Details Given to Shefa may IMC Program r be first draft may be bulet points ins Pilih Sara Kluender 4 50 days 2hours May 28 2014 Jun 3 2014 So 0 2 hours depending on the project ONTO Save the project details to the IMC Project i w BONU and bees A i Manegement Sheila Olg 2 hours 15 min Jun 4 2014 Jun 4 2014 c 0 15 min IMC ahaa iniii Writing Content Mary Abrecht 2 hours 15min Jun 4 2014 Jun 4 2014 gt 0 15 min Development c Select a2. to help No question is too small Call us at 610 275 9861 Mon Fri 8 6 EST tech emergencies 24 x 7 Email us at help workzone com Get help online a Video Tutorials FAQs Frequently Asked Questions Best Practices Checklist s Full User s Manual s Quick Start Guides Initial Setup users workspaces settings Project Tracker Document Manager Reviewer Client User s Guide Document Manager Resident WorkZone experts Julie Klein Sara Kluender Alan Ng Alissa Oleck Sheila Olig WORKZONE DOs AND DON Ts 1 ea Do still talk to the people working on your project WorkZone is not a replacement for human interaction but a way to manage our projects and keep the team aware of the process Do log in each day to view your To Do list Do use WorkZone to manage your work projects Do use WorkZone to monitor progress on your marketing projects Do assign backups to your tasks when you are out of the office Do not change the dates associated with any task on any IMC project or any project you do not manage directly Do not delete any projects mark them as complete instead Do not lock projects
3. 2014 O0 15 min e Youand your backup will now be assigned to complete the task only 1 person needs to mark as complete A ttps dcssharedwork com w2 template pt TaskList vm7highlightRowlD 29454689 C B madison d cycle P v a 4 B Most Visited Getting Started Add to Wish List UW Madison Quattrics select workspace Document Manager Project Requests Calendar Reports Setup Favorites Task List 2 NAMES NOW APPEAR AS e zo sso Gantt Chart Project List Project Templates Recent Activity FILTERS edit RESPONSIBLE FOR THIS TASK ONDYsr WILL NEED TO MARK AS COMPLETE Edit Multiple amp Co EXPAND COLLAPSE i PROJECT TASK CATEGORY RESPONSIBLE DURATION WORK START END STATUS COMPLETE REMWORK NOTES UComm is designing pieces for Anna to take to Prague to promote the VISP Summer Term 2015 VISP program Summer term is able to FO Messaging 10074 eee Sam Kuanr Saaki ATV 17 85hours May 28 2014 Jun 17 2014 lt S 16 97hours have an insert designed by UComm if Target date Jun 20 2014 we have it all written by our staff We are requesting a wnter to assist with the language for thes project I Create Project Schedule IMC Project Shela Oli 1 hour May 28 2014 May 28 2014 v omm 100 Omin E Management g y 28 Project Details Given to Sheila may be first draft may be bulet points pr ge Saah 4 50 days 2hours May 28 2014 Jun3 2014 c gt 0 2hours d
4. 7 11 2014 Integrated Marketing Communications Processes IT ALL STARTS WITH A REQUEST FOR A MARKETING CONSULT Complete a request for a marketing consultation through WorkZone as soon as you schedule a program For the best service it is helpful to make your request at least 5 months prior to your program start date How to request a consult from the IMC team 1 Log into WorkZone dcs sharedwork com dunner Dia winced 2 Navigate into the work space in which the project should be opened o hitps dcs sharedwork com wz template admin lo gs Index vm G vf 2 Most Visited Getting Started Add to Wish List UW Madison Qualtrics All Workspaces Document Manager Project Tracker ProjectRequests Calendar Setup Favorites v So naas oOLEOK HERE TO ar SELECT WORKSPACE Please select a repo 3 Click on Project Requests in the top navigation bar A https dcs sharedwork com wz template admin logs Index vm ma 2 Most Visited Getting Started Add to Wish List UW Madison Qualtrics Integrated Marketing Document Manager Project Tracker Project Requests Calendar Setup Favorites v Communications Report gt Please select a report from the left menu C LIC K H E RE 4 Click on Request New Project e https dcs sharedwork com wz template projrequest ProjectRequestDashboard vm show Active amp requester 1 amp projectType All amp sort 11 I 2 Most Visited Getting Started Add to Wish List UW Madiso
5. dd another resource please do not delete your name Q bittos dcs sharedworkcom wz template pt TaskListym h ghlightRowlD 29454689 c E madison b cyde P wv 6 4 B Most Visited Getting Started Add to Wish List UW Madison Qualtrics select workspace Document Manager Project Requests Calendar Reports Setup Favorites Task List Gantt Chart ProjectList Project Templates Recent Activity FILTERS edit Apar Bor O exons SII SMIEICLICK HERETO ADD A BACKUP Smmm WHILE YOU ARE OUT EXPAND COLLAPSE RDENT OUTDENT PROJECT TASK CATEGORY RESPONSIBLE DURATION WORK START END STATUS COMPLETE REMWORK NOTES UComm is designing pieces for Anna to take to Prague to promote the VISP v Summer Term 2015 VISP IMG Job Summer term is able to ne Messaging P 10074 Santer 17 85 hours May 28 2014 Jun 17 2014 lt S 16 97 hours have an insert designed by UComm if Target date Jun 20 2014 o we have it all written by our staff We are requesting a writer to assist with the language for this project p c Create Project Schedule ote ee 1 hour May 28 2014 May 28 2014 Y Gum 100 Omin Project Details Given to Shea may IMC Program a be first draft may be bullet points ind og 2hours May 28 2014 Jun 3 2014 coo 0 2 hours depending on the project Pe P Seve the propct delete to thre _ BIG Project Sheda Olin haurs t min hng 2014 tn 4 2014 om 15 min e d Choose your backup f
6. eetings with several participants depending on the scale and scope of your program 8 Be prepared to send your IMC team member the following prior to your consult a Program description idea Known competition Known audience s Budget Repeat programs only Details from marketing of past programs Any ideas you have for marketing Number of attendees to break even mm OoOAa0 9 Your assigned IMC team member will assess the scale and scope of your program create a timeline for the delivery of a marketing plan and determine the format for delivering the initial copy 10 After reviewing the plan with you your assigned IMC team member will work with the project coordinator to open the appropriate marketing jobs in WorkZone HOW TO HELP KEEP A PROJECT ON SCHEDULE 1 Check your To Do List in WorkZone daily to ensure your projects remain on schedule The templates are built on tight timelines If a deadline is missed it will throw off the entire schedule for the IMC Team not just your project Projects are assigned to writers and designers based on the number of hours they are available when the project should land on their desk If your project is behind it could mean they become double or triple booked 2 You can change the view on your To Do List to see up to 30 days out to plan around your vacation and out of office schedule If you will be out when you have a task due please arrange for backup coverage and add that person t
7. epending on the project Save the project details to the IMC Project m and j to the wr eriedtor M Sheda Olig 2 hours 15 min Jun 4 2014 Jun4 2014 0 15 min 3 For all requests please make sure that registration is scheduled to open prior to the first send mail website go live date 7 11 2014 FORGOT HOW TO USE WORKZONE HELP ME 1 2 4 In MOST cases log in dcs sharedwork com a Login dcs email address b All passwords were first assigned as dcs followed by your first initial then your last initial Example BuckyBadger dcs wisc edu Password dcsbb Click on Help a oT sharedwork madison b cycle P vw P A A amp Most Visited Getting Started Add to Wish List UW Madison Quattrics All Workspaces select workspace Document Manager Project Tracker Project Requests Calendar Setup Favorites Reports 3 FILTERSIVIEW OPTIONS edit All Workspaces To Do List Sara Kluender Responsible Sara Kivender X Dates 20 days x All Workspace Dashboards ecent acthit CLICK HERE Projects WorkZone offers full service help As a user you can call or email them view the videos full user manual and quick guides sharedworkcom madison b cycle P ARAA d A amp Most Visited Getting Started Add to Wish List UW Madison Qualtrics g All Workspaces hick Document Manager Mae AAL mie ai Mes E T Favorites Need Help Whether you re a first time user or a seasoned expert we re here
8. n Qualtrics Integrated Marketing BoTT Te es ames Project Requests Mier 1 lilel maa eam T a Favorites Communications Active Project Requests STATUS Active Accepted Pending Integrated Marketing Communications REQUESTED BY All There are no Active project req Request New Project amp Copy CLICK HERE 7 11 2014 5 Complete the request form using these guidelines a Project Title i Please use the following naming convention for the Project Title 1 Program name for a single program this should match the IF in CSIS and program start date 2 Acceptable examples a Substance Abuse Certificate Program Fall 14 Spring 15 SOA R Summer 2014 Digital Storytelling 7 22 2014 French Classes Marketing Research Fall 2014 Community Health fall social work 2014 programs f New idea for art program in fall 2015 b When do you need this i Your consult will take place within 3 weeks of receiving your request c Describe your need the more detail the better i Ata minimum please include 1 A brief description of your program or idea for a program this can be one sentence 2 Marketing budget if open to suggestions then indicate that here 3 Dates for the program if known ii You may also want to include 1 Known audience s 2 Known competition 3 Repeat programs What marketing was done in previous years 4 Your ideas for marketing the program d Other comments things we should know i This migh
9. o the specific task line in WorkZone To add backup coverage in WorkZone a Navigate to the task requiring backup from To Do List or Project Tracker gt sharedwork com ison d cycle P wv 6 2 Most Visited Getting Started Add to Wish List UW Madison Qualtrics All Workspaces CO RM a le Me eer ae Reports Mes Favorites Reports e FILTERSIVIEW OPTIONS edit Al Workspace To Do List Sara Kluender niie S Responsible Sara Kluender X Dates 30 days Dashboards pa Workspaces CLICK HERE TO VIEW PROJECT May WITH TASKS ate tems DAY M Upcoming items ITEM WORK f RC W p AR ATE EN A MPLE N E My recent documents Approval rojec its Given to Shei ay be a n 2 p mes g rst draft may be bulle ints Summer Tern 2 hours May 28 Ju 2014 complete 0 jepending on the projec Projects Tota st rojects by Responsible pleted projects Active projects 100 complete Workload GA Who is the audience Arts Visual Arts Time Tracking WRAP 2015 75 i z My timesheet A Who is the competition Arts Visual Arts sabes 6 min May 20 2014 jun 4 2014 Anniversary 10027 Hours by project Hours by responsible party MON JUN 2 2014 7 11 2014 b Click on your name on the task line where backup is needed https dcssharedwork com wz template pt TaskList vm7highlightRowlD 29454689 C E madison b cycle P RA b amp Most Visited Getting Started _ Add to Wish List UW Madison Qualtrics
10. rom the drop down menu and click Save a hittps dcs sharedwork com wz template pt TaskList vm highlightRowlD 29454689 c B madison b cyde P keg 6 A IS Most Visited Getting Started Add to Wish List UW Madison Quaitrics Summer Term select workspace Document Manager Project Requests Calendar Reports Setup Favorites Help area g D export Task List canncharr Projecttist project Templates Recent Activity FILTERS edit Edit Mute P Copy Move i Emai Add Time Add Exponse SAVE YOUR BACKUP TO mna hrinti THE TASK LINE 5 PROJECT TASK CATEGORY RESPONSIBLE DURATION WORK START END STATUS COMPLETE REMWORK NOTES UComm is designing pieces for Anna to take to Prague to promote the VISP Summer Term 2015 VISP program Summer term is able to Messaging P 10074 a ae ae 17 85 hours May 28 2014 Jun 17 2014 lt S 16 97hours have an insert designed by UComm if Target date Jun 20 2014 we have it all written by our staff We are requesting a writer to assist with the language for this project Create Project Schedule all 5 Sheila Og 1 hour May 28 2014 May 28 2014 v qa 100 0 min Project Details Given to Sheila may IMC Pi Sara Kluender r be first draft may be bullet points a rogram 2hours May 28 2014 Jun 3 2014 0 2 hours depending on the project add another Save the project details to the IMC Project cancei f Save b al and send to the fedtor M ch 15 min Jun 4 2014 Jun4
11. t be a list of soonsors partners who need to approve ii Dates you will be on vacation or out of the office in the next 3 weeks e Check if you have files to upload you will be prompted to upload after you submit your request i Partner logos ii Other program details or planning forms iii Other things that would help with a marketing consult f Submit mano sharedwork com amp Most Visited Getting Started Add to Wish List UW Madison Quaitrics Integrated Marketing Sahaa aaas ao mite Project Requests etli gaat sls mec Communications New Project Request Requested by Sara Kiuender Request date May 30 2014 Project title for referencing project Conference on Chikd Sexual Abuse Fall 2014 When do you need this 09 29 2014 Describe your need the more detail the better Our event is celebrating 30 years in 2014 We have ranged from 500 to over 1000 participants We would like to get closer to the upper range for 2014 We have 25 000 for marketing October 26 29 2014 are partnered with FSAT Other comments things we should know We Jim is going to take July off this year v have files to upload with this project request done in next step graphics creative briefs detailed specs etc Ee COMPLETE AND SUBMIT 7 11 2014 6 Someone from the marketing strategies and services team will contact you to schedule your consult 7 Consults may range from a brief conversation to multiple m
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