The approach of the digital marketing workshop
We highly recommend that you get an external facilitator to run the workshop. We know it's very tempting to try to do this entirely with company staff, but it's better to get someone external because they don't have an internal agenda, or internal knowledge. Plus, a good facilitator will stay focused on helping you achieve the outcomes you set for the workshop. They need to have experience in digital marketing and branding. Marketing experience across different industry sectors is a real plus, and will provide you with insights and lessons learned that you could apply to your own initiatives.
Workshop participants
Cross-functional participation is critical, including C-level colleagues who are ultimately responsible for the strategic direction of the organization. Your stakeholder list should have representatives from:

Sales
Marketing
Operations
Channels / Alliances
Advertising
Compliance
Finance
Legal
Expected results
You will need to agree on specific expected outcomes for your own workshop, which should have been discussed, agreed and communicated well before scheduling. We have included some example outcomes to help you develop your own.
A clearly defined brand promise that will be communicated to all employees
A marketing and communications work plan with a focus on generating revenue
A defined set of metrics/KPIs for each of your marketing campaigns
An unprecedented customer experience across all devices and channels
This workshop is not about products or technological solutions, but about laying the foundations for your digital marketing strategy. By the end of the workshop, you should have established a high-level work plan to address your omnichannel marketing strategy.
Agenda of topics and previous work
Please note that a successful workshop requires some pre-work from the facilitator and several participants. This task should include updates on all current and planned digital marketing initiatives, as well as related lessons learned. The workshop agenda should be tailored to your organization, but I will provide you with topics to help you get started preparing yours. For planning purposes, we are using a three-day workshop model.
Day 1
Validate the workshop objectives and expected results
Get updates on current brand and marketing initiatives
Group exercise: Validating current brand and marketing messages
Team exercise: Are we a brand architecture (House of Brands) or a monolithic brand (Branded House)?
Each team presents its case
Debate: What is our brand promise?
What is our purpose?
What is our vision for the future?
Can we describe our brand promise in a few words? What is our elevator pitch?
Day 2
Discussion: Develop an action plan and roadmap to communicate our brand promise to all stakeholders/employees
Review current and proposed marketing/campaign plans and challenges, as well as expected results (revenue growth metrics)
Customers, distributors, other partners
Discussion: What can we do to complement current marketing plans to accelerate revenue growth?