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The Holiday Checklist

The Holiday Checklist asks you 15 questions across five areas, ranging from your representatives’ access rights to budget approvals. The analysis categorises your score and suggests a task you can tackle straight away.

Responsibilities and Deputies

Do all ongoing campaigns have a designated person in charge and a deputy?

A
B
C

Do your stand-ins have the necessary access and approval rights?

A
B
C

Do agencies and service providers know who your stand-in is?

A
B
C

Campaigns and Deadlines

Do you document ongoing and planned activities centrally?

A
B
C

Can your stand-in see which deadlines are approaching and which approvals are outstanding?

A
B
C

Is it clear who is authorised to make decisions, even in the case of last-minute changes?

A
B
C

Content and Advertising Materials

Do all stakeholders have access to up-to-date, brand-compliant templates and materials?

A
B
C

Do branches, retailers or sales partners adapt advertising materials independently?

A
B
C

Does your system only approve valid versions?

A
B
C

Budgets and Approvals

Does your system show which budgets are available and which funds are already committed?

A
B
C

Have you set spending limits up to which your branches are authorised to approve funds independently?

A
B
C

Does every approval follow the specified process?

A
B
C

Reporting and Management

Does your agency recognise which campaigns are achieving their objectives and which need to be adjusted?

A
B
C

Is your reporting generated automatically, without anyone having to collate figures from various sources?

A
B
C

Does your system automatically issue warnings when deadlines are approaching or budgets are running low?

A
B
C