STRATEGY & PERFORMANCE PLANNING
Quarterly Marketing Presentation
To increase visibility and strategic direction for Broderick Group’s marketing efforts, I independently developed a quarterly marketing strategy presentation series. Inspired by the firm’s quarterly client reporting process, these presentations shifted internal marketing discussions from retrospective reporting to proactive planning.
Each quarter, I analyzed performance across the company’s digital marketing channels (website analytics, SEO, email marketing, and social media) to identify trends, evaluate performance, and recommend strategic initiatives for the upcoming quarter. While implementation priorities evolved with changing business needs, the presentations established a structured framework for data-informed marketing planning and cross-functional discussions.
Objectives
Create a repeatable quarterly marketing planning process
Transform marketing data into actionable business insights
Align digital marketing initiatives with measurable goals
Support leadership with strategic recommendations backed by performance data
Foster a more proactive approach to marketing planning
Role
Collected and analyzed website, SEO, email marketing, and social media performance data
Identified trends, opportunities, and areas for improvement across digital channels
Developed executive-ready presentations that translated complex metrics into actionable insights
Established quarterly goals and recommended marketing initiatives
Presented findings and strategic recommendations to leadership to support marketing planning and decision-making
Deliverables
Quarterly marketing strategy presentations
Digital marketing performance dashboards
Website analytics reporting
SEO performance analysis
Email marketing and social media insights
Quarterly strategic recommendations and action plans
Results
Introduced Broderick Group’s first structured quarterly marketing planning process
Shifted internal discussions from metric reporting to strategy-focused planning
Improved visibility into digital marketing performance across multiple channels
Equipped leadership with data-driven recommendations to guide future marketing initiatives and priorities
