Now that you’ve learned the key product areas to audit when inheriting an established instance, the next step is to create/update documentation on your instance configuration and tech stack. Whether creating it via spreadsheet or a project management application, your documentation will be a great resource to track progress and record details, as well as keep your instance structured and sustainable.
Action Item: Create a data dictionary/field mapping table between systems.
If not, consider creating one in a folder accessible to your Marketing Operations team.
Action Item: Create documentation that contains folder structure, naming convention, and channels used in your instance.
Action Item: Create a changelog and document changes made to your instance configuration.
If so, update those accordingly.
|Conversations with Internal Stakeholders||
Action Item: Document the goals and expectations of your key stakeholders and update them as you check in with your counterparts throughout the year.