STRATEGY/PLANNING

Quarterly Marketing Presentation

Broderick Group

PROJECT OVERVIEW

At Broderick Group, I proactively developed a quarterly marketing strategy presentation series to bring clarity, direction, and data-backed insights to our digital efforts. While not all strategies were implemented due to shifting internal priorities, these presentations served as a strategic framework to align our digital goals with real-time performance data.

Each quarter, I analyzed digital channel performance — including website traffic, SEO rankings, email campaign metrics, and social media engagement — and identified opportunities for improvement. Rather than simply reporting numbers, I pivoted toward outcome-driven planning, using this data to set measurable goals and suggest actionable tactics for the upcoming quarter.

KEY CONTRIBUTIONS

  • Initiated and owned the quarterly marketing planning process, inspired by the firm’s own quarterly client reporting practices

  • Transformed raw data into digestible visuals, charts, and summaries to facilitate cross-team understanding

  • Shifted presentation style from metric reporting to strategic planning, focusing on performance-based goal setting

  • Presented recommendations to leadership, driving internal discussions around digital strategy and brand positioning


Top Skills

  • Marketing Strategy & Planning

  • Data Analysis & Performance Reporting

  • Presentation Design & Executive Communication

  • Cross-Functional Collaboration

  • Initiative & Leadership

Tools Used

  • Canva: Presentation Deck & Layout

  • Google Analytics

  • Google Search Console

  • Constant Contact Reporting

  • LinkedIn Analytics

I’ll be in NYC May 12th - 15th

Let’s meet up for an informational interview or just to chat about career moves, creativity, or what’s next in the industry.

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