Template

Analyzing Necessary Roles To Build Future-Ready B2B Marketing Teams

A Collaborative Workshop Guide For Role Analysis And Future-State Design

 and  three contributors
Aug 18, 2025

Summary

Marketing organizations often rush to restructure teams and roles without understanding the capabilities needed to deliver on strategic goals. This workshop template — one of a series of six templates designed for CMOs to equip their marketing leadership teams — offers a strategic approach to team restructuring that starts with competency analysis rather than organizational charts. Through systematic evaluation of current skills against business priorities, leaders can make data-driven decisions on upskilling, external hiring, and role optimization. This methodology helps leaders identify capability gaps, eliminate redundancies, and design roles that directly contribute to business outcomes.

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