From PowerPoint Calendars to Workfront Planning
In this session, Victoria Sellers, Technical Architecture Manager at Accenture, shares how a marketing team moved from PowerPoint calendars to a dynamic calendar in Workfront Planning. Through a client story, she covers the problems with static calendars, how to determine your taxonomy, and how to connect planning to marketing execution work. She also explains what mature Workfront instances should expect from the change and why digitizing the calendar is only the first step toward a data foundation for AI.
What you will learn
- The Problem with Static Calendars: Understand how multiple versions, no source of truth, and context scattered across decks, meetings, spreadsheets, and emails disconnect planning from execution.
- Building a Dynamic Calendar: See how a client moved its marketing calendar out of PowerPoint and into Workfront Planning.
- Taxonomy Before Tools: Learn how to determine the taxonomy that structures your planning data before you start building.
- Connecting Planning to Execution: Discover how to link planning records to marketing execution work and connect fields, creating end-to-end performance insights.
- Planning for Change: Know what to expect when moving a mature Workfront instance, and why clean, structured planning data lays the groundwork for AI-driven portfolio insights.
Target audience
This session is ideal for Workfront administrators, marketing operations and planning leaders, campaign and program managers, and consultants, especially teams still managing their calendars in decks and spreadsheets or weighing a move to Workfront Planning.
At a glance
Series: The Skill Exchange
Role: Admin,Developer,Leader,User