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Coursera

Strategic Planning and Project Delivery

Coursera via Coursera

Overview

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This course develops the strategic planning and project management skills that enable marketers to execute complex initiatives on time and on budget. You'll master visual planning tools like Gantt charts and Kanban boards, learn to manage leads in HubSpot CRM, and facilitate effective team collaboration through post-mortems and cross-functional coordination. By the end of this course, you'll be able to build comprehensive project timelines in Asana, draft 12-month omnichannel strategies with revenue targets, and calculate ROI to recommend strategic pivots. These competencies prepare you for brand management, marketing operations, and strategic marketing roles where planning and execution excellence drive business results. Who this is for: Marketing coordinators, brand managers, project managers, and professionals looking to enhance their strategic execution skills. Basic marketing experience is helpful but not required.

Syllabus

  • Plan Launch Tasks
    • Are your launch plans a jumble of missed deadlines and unclear tasks? This module teaches you to bring structure and predictability to any initiative, regardless of the software you use. You'll learn to choose between timeline and flow-oriented methods, mastering the simple "To-Do, Doing, Done" framework that leading teams use. Through hands-on exercises, you will practice breaking a complex launch into discrete tasks, assigning owners, and setting due dates. You'll leave with a ready-to-implement blueprint and adaptable templates to create accountability, improve communication, and drive successful, on-time launches.
  • Boost Team Stages
    • Stuck in a perpetual team “storm"? This compact, 90-minute workshop provides the framework to move your team from friction to flow. You will master Tuckman’s classic model—Forming, Storming, Norming, Performing—to diagnose your team's exact stage and apply targeted interventions. The module focuses on the most powerful lever for breaking the storming cycle: absolute role clarity. Through a hands-on exercise, you will build a concise responsibility matrix that eliminates ambiguity and reduces conflict. You’ll leave with a concrete, repeatable process and a ready-to-use template to lead your team toward measurable, sustainable performance.
  • Manage Leads with HubSpot
    • Transform your lead management from chaotic to structured and effective. This intermediate module is for marketing and sales professionals ready to master the engine that drives the sales funnel: the CRM. Using HubSpot as a practical model, you will learn principles that apply across major platforms like Salesforce and Zoho. Through hands-on, scenario-based learning, you’ll master structuring lead data and assigning critical data points like lifecycle stage, lead source, and ownership. By the end, you'll be able to prepare and categorize any new list of leads, ensuring a smooth, trackable handoff from marketing to sales.
  • Manage Brand Projects
    • In the intermediate module Manage Brand Projects, you will master the complete lifecycle of a major brand effort. Move beyond simple checklists to construct a strategic project blueprint that outlines tasks, milestones, timelines, and budget. Learn to conduct a “blameless post-mortem” to objectively assess outcomes, identify root causes, and extract actionable insights. Drawing on practices from leaders like Slack and Atlassian, you'll translate those insights into tangible updates for your team’s playbook. This module equips you to deliver projects efficiently and cultivate a culture of accountability and continuous improvement for measurable brand growth.
  • Craft Omnichannel Strategy
    • This intermediate module is for marketers, strategists, and leaders aiming to build seamless, data-driven customer experiences. Moving beyond siloed tactics, you'll learn to create a truly unified omnichannel strategy. You'll draft a full-funnel, 12-month plan by aligning audience segments with go-to-market tactics and clear revenue targets, while mastering channel-specific ROI calculations. Inspired by innovators like Sephora and Starbucks, you will analyze performance data to recommend effective pivots. The module culminates in creating a director-level strategy deck for a $2 million budget, demonstrating your ability to execute a high-impact omnichannel plan.
  • Omnichannel Brand Launch Plan
    • This capstone project challenges you to integrate project management, CRM activation, cross-functional coordination, and strategic planning into a comprehensive 90-day brand launch plan. You'll create a complete playbook that could guide a real product introduction from planning through post-launch optimization.

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