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📣 Plan your best year yet with our annual planning checklist.

Get Your Operational Marketing Index Score

Today, there are numerous metrics used to track the marketing performance of activities and channels but nothing to assess the operational effectiveness of the plan and budget. The Operational Marketing Index (OMI) gives you a score for your marketing plan and budget.

Get Your Operational Marketing Index Score

How it Works

The Planful OMI asks a series of questions to provide a benchmark on your approach to building and managing a plan and allocating and tracking your budget.

After completion, you will get a score for your marketing plan and budget, as well as an overall OMI score.

A detailed report of your score and best practices for improvement is downloadable from the results page.

Get Your Operational Marketing Index Score

Our marketing plan is based on a set of measurable goals that align with company objectives

We create comprehensive campaigns (thematic, integrated, etc.) to execute our strategies and achieve our goals

We build best and worst case scenarios into our plan to quickly react to external and internal business factors

Our marketing plan is accessible to the team at all times for visibility, collaboration, and execution

Marketing campaign plans are visible for team collaboration and execution progress is reviewed weekly

We have a process in place to adapt our plan in response to strategy changes or market dynamics

We regularly measure return on investment on both campaigns and the overall marketing plan

We can accurately forecast the likelihood of goal achievement throughout the year

We divide up our marketing budget into segments or by function with clear owners for accountability

We allocate 60% or more of our budget to campaigns that support our goals

We accurately assign and track all expenses by campaign

We have a system for easily identifying and reallocating unused budget

We can always see what has been spent and what marketing budget is available

We can accurately report expenses by both marketing campaign and finance budget structure/GL code

We can accurately and efficiently transfer funds across marketing functions as needed

We accurately and quickly reconcile our marketing expenses with finance on a weekly, monthly or quarterly basis

Get Started with Planful

How much time will you save?
How will your finance team evolve?
Where will technology support you?

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