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The buyer's field guide

Who Owns Marketing Strategy When You Have Multiple Agencies?

The client owns the business choices behind the marketing strategy. An internal leader, a lead agency or an independent adviser can develop the strategy and recommend those choices. Whoever fills that role needs access to the relevant business information and an explicit mandate to consider the whole plan.

Download the editable worksheet (Markdown). Replace the bracketed prompts with your own details.

Confusion starts when each agency writes a strategy for its own channel and nobody reconciles the recommendations. You can have several competent plans that compete for the same money, contradict one another or depend on work that no one has agreed to do.

Define what you mean by strategy.

Ask the proposed lead to explain the customer problem, the audience you will prioritize, the offer, the reason to choose it and how marketing is expected to change customer behavior. They should identify important assumptions and constraints.

A channel plan translates those choices into execution. A production calendar organizes the work. Both are useful, but neither establishes whether the underlying business choices are sound.

Document the decisions the strategy must settle. A narrow technical assignment may not require an overall marketing strategy. An engagement intended to reposition the business or allocate spending across channels usually does.

Choose a leadership model that fits your capacity.

Use an internal marketing leader when that person has the experience, time and organizational authority to evaluate recommendations across disciplines. Agencies can contribute specialist evidence while the internal leader maintains the commercial context.

A lead agency can develop an integrated recommendation and coordinate other providers. Check whether it has the necessary breadth and whether its compensation creates a preference for its own services. Agree how competing advice will reach the client.

An independent adviser can help when the client lacks senior marketing capacity or wants a view separate from execution fees. Independence alone does not establish competence. Evaluate relevant experience, access to the delivery teams and the adviser's ability to produce decisions the business can implement.

Give one person authority for each decision.

Atlassian's DACI framework separates the person driving a decision from its approver, contributors and people who need to be informed. That distinction is useful when agencies have strong opinions but different responsibilities. Read Atlassian's DACI guidance.

You do not need to adopt the acronym. For each important decision, identify who prepares the recommendation, who must contribute and who has final approval. Include a deadline and the consequence of missing it.

For a budget reallocation, the media agency might prepare the evidence, finance might test the commercial assumptions and the client marketing leader might approve the change. The creative agency should be consulted if the change affects its production commitment.

Make disagreements visible before approval.

Require the strategy lead to explain credible alternatives and why it recommends one. Ask affected specialists to identify assumptions they consider weak.

A lead agency should not filter out a competing recommendation simply because it would reduce its own fee. Establish a route for material objections to reach the client approver with their supporting evidence.

Once a decision is approved, preserve the rationale. Record what would cause you to revisit it. A genuine change in inventory, customer demand or sales capacity can justify a new plan. An agency repeating its preference without new evidence usually does not.

Protect continuity when people change.

Keep the current strategy, decisions and unresolved questions in a client-controlled location with appropriate access. Record the information behind the choices, including rejected options and relevant constraints.

The strategy lead should update the document when the situation changes and brief incoming team members. Tim's Agency Inner Circle discussion of client leadership argues for agencies revisiting their diagnosis as the client's problem evolves. The client should expect that reasoning to be visible in recommendations.

Agree on ownership and permitted use of strategy documents and other deliverables in the contract. Operational responsibility for strategy and intellectual-property rights are different questions.

Use this decision-rights worksheet.

Complete a separate entry for each recurring decision category.

  • We need to decide [question] because [commercial reason].
  • [Driver] will gather the evidence and prepare the recommendation by [date].
  • [Contributors] must review the options because their work is affected.
  • [Approver] has authority to decide within [budget or scope limits].
  • The options will be compared using [criteria and evidence].
  • We will record the decision and reasoning in [location].
  • [People] will receive the decision and implement [actions].
  • We will reconsider the decision if [specific condition] changes.

Try the worksheet on a real budget or campaign decision. If no one can name the approver, resolve that gap before asking the agencies to produce more plans. Use the collaboration agreement to make the resulting responsibilities explicit.