# How to Manage Multiple Marketing Agencies: Editable Worksheet

This worksheet accompanies [the Agency Field Guide article](https://agencyfieldguide.com/guides/how-to-manage-multiple-marketing-agencies) by Tim Kilroy.

Copy this document into your preferred editor. Replace the bracketed prompts with your details, remove inapplicable items and agree on the result with the people responsible for the work. Keep confidential information in an appropriately controlled location.

## Use this management worksheet.

Create one entry for each current initiative and review the entries together with your coordinator.

- [Initiative] supports [business objective], and [client sponsor] owns the business decision.
- [Agency] is responsible for [specific contribution] under [scope reference].
- The next shared milestone is [accepted output] on [date].
- Delivery depends on [input] from [owner], which is due on [date].
- The decision we need is [decision], and [approver] must make it by [date].
- The committed cost is [amount and period], with [additional exposure] still unapproved.
- The current risk is [risk], and the proposed response is [action].
- We last reviewed this entry on [date], using [evidence].

Start with a level of detail you can maintain. If your system requires hours of copying information between agency reports, reduce the fields or arrange for the coordinator to update it. [The client-time worksheet](https://agencyfieldguide.com/guides/how-much-time-to-spend-managing-an-agency) will help you account for that workload.