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Information
Use Calibrate’s Measurement Readiness Assessment Quiz to help you gauge your firm’s readiness for formal marketing measurement.
1. Give your firm a score of 1-5 for each of the “readiness indicator” questions.
2. After you complete the questionnaire, you’ll see an assessment of your firm’s readiness based on your answers.
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Results
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You have reached 0 of 0 points, (0)
Categories
- Data Maturity 0%
- Metrics Maturity 0%
- Process Maturity 0%
- Talent Maturity 0%
- Technology Maturity 0%
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You need to “start to start” — put the fundamentals place
You’re not in a position to start a formal measurement program. Start by reviewing the work you are doing today, and documenting it in business processes. Research ways to measure marketing processes and decide what approaches are relevant for your team.For advice on marketing measurement, contact Calibrate Legal.
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20-49: You’ve made some progress. Pick a few things and do them well.
Identify a few programs/campaign and create pilot metrics for them. Test the pilot metrics with your stakeholders. If you don’t have a handle on client data, work with IT to understand what’s available. Build your business case for investment in systems and technologies that will support marketing measurement.For advice on marketing measurement, contact Calibrate Legal.
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50-79: You’re getting there — build on what you have achieved.
You have many of the necessary elements in place for sound marketing measurement, Look closely at the processes / data you are measuring today and establish formal performance metrics for them, think about how you can attribute your team’s activity to revenue.For advice on marketing measurement, contact Calibrate Legal.
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80-100: You already take marketing measurement very seriously. Move forward!
You likely have everything you need to create a sophisticated marketing performance measurement system that will provide insights on Marketing / BD activities, operational efficiency and revenue contribution.For advice on marketing measurement, contact Calibrate Legal.
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- Answered
- Review
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Question 1 of 20
1. Question
Category: Metrics MaturityWe continuously monitor Key Performance Indicators (KPIs) for our firm’s marketing/BD activity.
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Never Always
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Question 2 of 20
2. Question
Category: Metrics MaturityWe set goals and measures for our campaigns and programs.
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Never Always
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Question 3 of 20
3. Question
Category: Metrics MaturityWe are able to measure and report on the operational efficiency of our marketing/BD team.
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Never Always
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Question 4 of 20
4. Question
Category: Metrics MaturityWe have access to reliable data sources on all aspects of our marketing/BD activity.
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Never Always
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Question 5 of 20
5. Question
Category: Process MaturityWe document our key marketing/BD processes and measure the efficiency of each one.
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Never Always
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Question 6 of 20
6. Question
Category: Process MaturityWe have a continuous improvement routine in place for all marketing/BD processes.
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Never Always
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Question 7 of 20
7. Question
Category: Process MaturityWe formally define policies and procedures, job descriptions, and organizational roles for marketing.
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Never Always
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Question 8 of 20
8. Question
Category: Process MaturityMarketing/BD projects, programs, campaigns and other initiatives track back to the firm’s business goals.
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Never Always
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Question 9 of 20
9. Question
Category: Data MaturityWe partner with our firm’s Technology team to access and leverage client data for marketing/BD purposes.
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Never Always
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Question 10 of 20
10. Question
Category: Data MaturityWe are able to access and report from a CRM database with details on clients, contacts, relationships, interactions and opportunities.
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Never Always
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Question 11 of 20
11. Question
Category: Data MaturityWe have sufficient volumes of historical data to analyze trends and derive insights
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Never Always
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Question 12 of 20
12. Question
Category: Data MaturityWe are confident in the accuracy, completeness, and timeliness of our firm’s client and contact data.
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Never Always
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Question 13 of 20
13. Question
Category: Talent MaturityOur people understand how to track and measure the performance of marketing/BD campaigns and programs.
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Never Always
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Question 14 of 20
14. Question
Category: Talent MaturityOur people have the skills to extract, transform, and manipulate marketing data to produce relevant reports.
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Never Always
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Question 15 of 20
15. Question
Category: Talent MaturityWe formally mentor and develop our talent to identify top performers and build succession plans.
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Never Always
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Question 16 of 20
16. Question
Category: Talent MaturityOur people have the capacity and commitment to add marketing measurement routines to their daily work.
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Never Always
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Question 17 of 20
17. Question
Category: Technology MaturityWe use systems and technology to help us plan projects, schedule/coordinate activity and manage our team’s resources.
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Never Always
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Question 18 of 20
18. Question
Category: Technology MaturityWe maintain an up-to-date portal with the most current version of all marketing and BD collateral.
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Never Always
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Question 19 of 20
19. Question
Category: Technology MaturityWe have a integrated Campaign Management System (CMS) that we used to create and measure campaigns.
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Never Always
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Question 20 of 20
20. Question
Category: Technology MaturityWe currently measure and report on tactical marketing activity (email opens, website visits, social media engagement, etc.).
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Never Always
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