Use this checklist to find out if your marketing team is ready for project management software — before you start evaluating tools.

The decision to implement marketing project management software is easier to make confidently when you have an objective picture of where your current processes are failing. This checklist takes you through the key indicators — so you can go into any vendor conversation knowing exactly what problem you are trying to solve.

• Are projects consistently delivered late due to approval delays or unclear task ownership?
• Is it difficult to know the status of any given project without asking someone directly?
• Are revision requests and feedback being managed across email and messaging apps?
• Do resource conflicts regularly cause workload peaks that affect quality and deadlines?
• Is there no auditable record of who approved what and when?

Download the PM Software Readiness Checklist