Guides and Templates

Digital transformation playbook

Use the RACE Planning Framework to plan, manage and implement your digital marketing transformation initiatives

How will this digital transformation playbook help me and my business?

Digital transformation projects are complex because there are so many potential marketing activities across different paid, owned and earned media which can be improved. Changes to improve internal processes, team structures and skills, technology, data management, insight, and reporting will all also be required. For larger organizations, transformation projects are complicated further before more teams and functions need to be involved.

For the maximum impact, revised omnichannel communications need to be integrated across web, mobile, email and traditional platforms, plus in-store/phone-based communications, if relevant. Potential opportunities from updating revenue and business model may also need to be considered.

This digital transformation playbook will provide you and your business with a comprehensive structure to follow. It will help you plan and prioritize transformation activities across different marketing communications in the customer lifecycle using the Smart Insights RACE Planning Framework.

What is a marketing playbook?

A marketing playbook defines the types of communications, best practices and optimization techniques that should be used to maximize return-on-investment for different marketing objectives. They are designed to help you prioritize where you need to focus your efforts, with quick links to relevant resources to help you in each area.

Playbooks help a business make the most of today’s marketing opportunities by approaching each communication channel in the most effective way, by considering:

  1. Investment priorities and best practices for communications
  2. Audience media use
  3. Communications orchestration
  4. Goal setting and measurement
  5. Integration of activities
  6. Marketing technology and data

Who is this playbook for?

This guide is aimed at managers responsible for digital transformation who are creating or rolling out improvements to marketing communications required by digital transformation. These include:

  • Senior marketing managers such as CMO, VP or Head of Marketing and Marketing Director
  • Managers accountable for digital marketing results for a business including Digital Director and Digital Marketing Manager
  • Managers responsible for technical platform delivery who need to learn about digital marketing activities and insight sources they must support including CIO, Head of IT and E-commerce manager

How is the playbook structured?

To provide a comprehensive coverage of all marketing activities, this guide is based on the  Smart Insights RACE Planning Framework. For this playbook, the framework is broken down into 25 more detailed activities for you to review in a checklist format. For each of these 25 activities, we recommend specific actions to take with links to resources and tools giving more detailed advice on best practices.

The five parts of our multichannel RACE planning framework will help you:

  • Plan – Define your digital communications strategy and digital brand
  • Reach – Build online awareness for your brand(s) by tapping into search intent for your products and using advertising and PR to generate
  • Act – Encourage digital interactions with online prospects and customers via improving customer journeys and sign-posting relevant lead-generation
  • Convert – Increase conversion rates through multichannel approach to turn subscribers into customers through online and offline conversion
  • Engage – Improve customer loyalty and advocacy using digital customer communications including email marketing, marketing automation and social

Resource Details

  • Author: Dr. Dave Chaffey
  • Format: Adobe PDF playbook with actionable checklists and tables

About the author

Dave is co-founder of Smart Insights and creator of the Smart Insights RACE Planning Framework. For his full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognized by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

Business memebrship badge icon Professional Membership is required

Access this resource now

Professional members get full access to this and other resources in the Managing digital marketing transformation Toolkit.

Learn more about Professional membership Already a Professional member? Login here Guide cover
Look inside content

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 170 countries to hit - and exceed - their targets.
Will you be next?

Globe illustration
Smart Insight partner logos over 165,000 consultants, agencies, entrepreneurs and SMB's in over 170 countries.

Get better results

Make your job easier

Tenfold improvement

Learn more about business membership
Smart insights logo