Digital Marketing Strategy Execution: A Phase-by-Phase RACI Framework for Clear Roles, Accountability and Results

 

Digital Marketing Strategy Framework: Phase-by-Phase RACI



1. Purpose

The phase-by-phase RACI framework defines roles, responsibilities and accountability for implementing a digital marketing strategy.

It connects business objectives with planning, execution, measurement, governance and continuous improvement. It also clarifies who delivers each activity, who owns its outcome, who provides input and who must be informed.

The framework covers six implementation phases:

  1. Assess and Define — Days 1–15

  2. Plan and Prepare — Days 16–30

  3. Build and Launch — Days 31–60

  4. Measure and Optimise — Days 61–90

  5. Scale and Mature — Months 4–6

  6. Optimise and Innovate — Months 7–12

These timelines are indicative. Progression between phases should depend on deliverables, readiness and acceptance criteria rather than dates alone.

2. RACI Definitions

  • R — Responsible: Performs the work and produces the agreed deliverable.

  • A — Accountable: Owns the activity's completion and outcome. Every activity must have exactly one A.

  • C — Consulted: Provides specialist input or advice before the activity or decision is finalised.

  • I — Informed: Receives relevant progress updates, decisions or outcomes.

An individual role can be both Responsible and Accountable, shown as A/R.

RACI clarifies operational ownership but does not automatically confer formal approval authority. Budget approvals, production releases and legal, privacy or security sign-offs must follow the organisation's delegated authority and control procedures.

3. Roles and Responsibilities

  • ES — Executive Sponsor: Owns executive-level strategic direction, major priorities and decisions within delegated authority.

  • DM — Digital Marketing Lead: Owns the integrated digital marketing plan, coordinates implementation, manages priorities and drives marketing performance.

  • BM — Business / Product Lead: Owns business objectives, product requirements, commercial priorities and business outcomes.

  • MA — Marketing / Campaign Team: Executes campaigns, manages marketing channels and optimises campaign performance.

  • SEO — SEO / Content Specialist: Owns SEO activities, organic search optimisation, content quality and search visibility.

  • UX — Website / UX / CRO Team: Owns website experience, user journeys, landing-page design and conversion optimisation activities.

  • TECH — Marketing Technology / Data Team: Owns technical implementation of tracking, integrations, CRM, automation, data pipelines and platform-related changes.

  • AN — Analytics / Performance Team: Owns measurement methodology, KPI definitions, analytical interpretation and performance reporting.

  • SALES — Sales / Customer Service: Owns lead follow-up, sales handover, customer feedback and relevant retention activities.

  • GRC — Legal / Privacy / Security: Owns or approves applicable legal, privacy, consent, security and governance requirements within its remit.

  • FIN — Finance / Procurement: Validates financial assumptions, supports budget control and manages financial and procurement processes.

In smaller organisations, one person may perform multiple roles. The responsibilities and approval boundaries must nevertheless remain explicit.

4. Phase 1 — Assess and Define (Days 1–15)

Objective: Understand the current state, agree business objectives, establish performance baselines and identify priority opportunities.

Activity 1: Define business objectives

  • A: ES

  • R: BM

  • C: DM, AN, SALES, FIN

  • I: MA, SEO, UX, TECH, GRC

Activity 2: Audit marketing channels and campaigns

  • A: DM

  • R: MA, AN

  • C: BM, SEO, TECH, SALES, FIN

  • I: ES, UX, GRC

Activity 3: Audit website, SEO and conversion journeys

  • A: DM

  • R: SEO, UX

  • C: BM, TECH, AN, SALES, GRC

  • I: ES, FIN

Activity 4: Review analytics, CRM and marketing automation

  • A: DM

  • R: TECH, AN

  • C: MA, BM, SALES, GRC

  • I: ES, SEO, UX, FIN

Activity 5: Establish baseline KPIs and measurement gaps

  • A: AN

  • R: TECH

  • C: DM, BM, MA, SEO, UX, SALES, FIN

  • I: ES, GRC

Activity 6: Prioritise opportunities and prepare roadmap recommendations

  • A: DM

  • R: BM

  • C: ES, MA, SEO, UX, TECH, AN, SALES, FIN, GRC

  • I: Relevant delivery teams

Activity 7: Approve business objectives and strategic priorities

  • A: ES

  • R: DM

  • C: BM, AN, FIN

  • I: All relevant delivery teams

Key deliverables

  • Current-state digital marketing audit

  • Business objectives and target audience definition

  • Baseline KPIs and measurement-gap assessment

  • Opportunity and risk register

  • Prioritised digital marketing roadmap

Stage gate: The Executive Sponsor approves strategic direction and major priorities.

Exit criteria: Business objectives are agreed, baseline performance is documented, and priority opportunities have clear owners.

5. Phase 2 — Plan and Prepare (Days 16–30)

Objective: Translate the assessment into a channel strategy, campaign plan, budget, measurement framework and delivery backlog.

Activity 1: Develop channel strategy and priorities

  • A: DM

  • R: MA

  • C: BM, SEO, UX, TECH, AN, SALES, FIN

  • I: ES, GRC

Activity 2: Develop the content strategy and campaign calendar

  • A: DM

  • R: MA, SEO

  • C: BM, UX, GRC

  • I: ES, TECH, AN

Activity 3: Define campaign briefs and target audiences

  • A: DM

  • R: MA, BM

  • C: SEO, UX, AN, SALES

  • I: ES, TECH, GRC

Activity 4: Prepare the marketing budget and resource proposal

  • A: DM

  • R: MA

  • C: BM, TECH, AN, FIN

  • I: ES, GRC

Activity 5: Validate financial assumptions and budget feasibility

  • A: FIN

  • R: FIN

  • C: DM, BM, AN

  • I: ES

Activity 6: Approve marketing funding and major resource commitments

  • A: Authorised budget owner

  • R: DM

  • C: BM, FIN

  • I: Relevant delivery teams

Activity 7: Define KPIs, attribution and reporting methodology

  • A: AN

  • R: TECH

  • C: DM, BM, MA, SEO, UX, SALES, FIN

  • I: ES, GRC

Activity 8: Define privacy, consent and governance requirements

  • A: GRC

  • R: DM, TECH

  • C: BM, MA, SEO, UX, AN

  • I: ES, SALES

Activity 9: Prepare the website, SEO and conversion optimisation backlog

  • A: DM

  • R: SEO, UX

  • C: BM, MA, TECH, AN, GRC

  • I: ES, FIN

Key deliverables

  • Channel and content strategy

  • Campaign briefs and marketing calendar

  • Marketing budget and resource proposal

  • KPI and attribution framework

  • Reporting and tracking requirements

  • Website, SEO and CRO backlog

  • Governance and compliance requirements

Stage gate: The authorised budget owner approves funding. Finance validates financial assumptions, and the designated governance authority approves requirements within its remit.

Exit criteria: Scope, owners, budget, priorities, timelines, measurement requirements and governance controls are agreed.

6. Phase 3 — Build and Launch (Days 31–60)

Objective: Implement the required capabilities and launch campaigns and customer journeys with validated measurement and operational controls.

Activity 1: Configure analytics and conversion tracking

  • A: AN

  • R: TECH

  • C: DM, MA, SEO, UX, GRC

  • I: ES, BM

Activity 2: Build dashboards and validate data quality

  • A: AN

  • R: TECH

  • C: DM, BM, MA, SALES, FIN

  • I: ES, GRC

Activity 3: Implement technical SEO and website fixes

  • A: TECH

  • R: TECH

  • C: SEO, UX, DM, BM, GRC

  • I: ES, AN, SALES

SEO defines search requirements and validates SEO outcomes. Technology implements engineering changes, while UX contributes where changes affect customer journeys.

Activity 4: Build and validate landing pages

  • A: DM

  • R: UX, TECH, MA

  • C: BM, SEO, AN, SALES, GRC

  • I: ES, FIN

Activity 5: Produce and publish campaign content

  • A: DM

  • R: MA, SEO

  • C: BM, UX, GRC

  • I: ES, TECH, AN

Activity 6: Launch paid and owned-channel campaigns

  • A: DM

  • R: MA

  • C: BM, SEO, UX, TECH, AN, SALES, FIN

  • I: ES, GRC

Activity 7: Implement CRM and marketing automation

  • A: TECH

  • R: TECH, MA

  • C: DM, BM, UX, SALES, GRC

  • I: ES, AN

Activity 8: Define lead qualification and sales handover

  • A: BM

  • R: SALES

  • C: DM, MA, TECH, AN, GRC

  • I: ES, FIN

Activity 9: Complete launch compliance and control checks

  • A: GRC

  • R: TECH

  • C: DM, BM, MA, SEO, UX, AN

  • I: ES, SALES

GRC approves applicable compliance requirements. Technology implements and evidences technical controls, and the designated production-release authority approves the release under established procedures.

Activity 10: Confirm operational launch readiness

  • A: DM

  • R: MA

  • C: BM, SEO, UX, TECH, AN, SALES, GRC

  • I: ES, FIN

Key deliverables

  • Validated analytics and conversion tracking

  • Operational dashboards

  • Website, SEO and landing-page improvements

  • Published content and live campaigns

  • CRM and automation workflows

  • Lead qualification and handover process

  • Launch checklist and issue log

Stage gate: The Digital Marketing Lead confirms marketing readiness. Analytics validates measurement, Technology confirms technical readiness, GRC addresses applicable compliance requirements, and the authorised release owner approves production deployment.

Exit criteria: Tracking is tested, campaigns are ready, lead routing works, critical defects are resolved or accepted through the proper process, and required approvals are recorded.

7. Phase 4 — Measure and Optimise (Days 61–90)

Objective: Evaluate results, identify performance gaps, conduct experiments and improve marketing effectiveness.

Activity 1: Review KPIs against baselines and targets

  • A: AN

  • R: AN

  • C: DM, BM, MA, SEO, UX, TECH, SALES, FIN

  • I: ES, GRC

Activity 2: Analyse channel efficiency and campaign results

  • A: DM

  • R: MA, AN

  • C: BM, SEO, TECH, SALES, FIN

  • I: ES, GRC

Activity 3: Identify funnel drop-offs and conversion issues

  • A: AN

  • R: UX

  • C: DM, BM, MA, SEO, TECH, SALES

  • I: ES, GRC

Activity 4: Plan and run A/B tests

  • A: DM

  • R: UX, MA, AN

  • C: BM, SEO, TECH, GRC

  • I: ES, SALES

Activity 5: Optimise targeting, content and creative

  • A: DM

  • R: MA, SEO

  • C: BM, UX, AN

  • I: ES, TECH, GRC

Activity 6: Review lead quality and pipeline contribution

  • A: BM

  • R: SALES

  • C: DM, MA, AN, FIN

  • I: ES, TECH

Activity 7: Recommend budget reallocations

  • A: DM

  • R: MA

  • C: BM, AN, FIN

  • I: ES, GRC

Activity 8: Validate the financial impact of budget changes

  • A: FIN

  • R: FIN

  • C: DM, BM, AN

  • I: ES

Activity 9: Approve material budget changes

  • A: Authorised budget owner

  • R: DM

  • C: FIN, BM

  • I: Relevant delivery teams

Activity 10: Approve next-quarter marketing priorities

  • A: DM

  • R: DM

  • C: ES, BM, MA, SEO, UX, TECH, AN, SALES, FIN

  • I: GRC

Key deliverables

  • Performance and channel analysis

  • Experiment results and learning log

  • Lead quality and pipeline assessment

  • Conversion optimisation backlog

  • Budget change recommendations

  • Next-quarter marketing roadmap

Stage gate: Analytics validates performance findings. The Digital Marketing Lead owns marketing recommendations, Finance validates financial implications, and the authorised budget owner approves material budget changes.

Exit criteria: Performance gaps are understood, optimisation opportunities are prioritised, and the next-quarter roadmap is supported by evidence.

8. Phase 5 — Scale and Mature (Months 4–6)

Objective: Scale proven activities, strengthen lifecycle marketing and automation, improve measurement and expand business value.

Activity 1: Scale successful campaigns and channels

  • A: DM

  • R: MA

  • C: BM, SEO, UX, TECH, AN, SALES, FIN

  • I: ES, GRC

Activity 2: Expand SEO and content programmes

  • A: DM

  • R: SEO

  • C: BM, MA, UX, TECH, AN

  • I: ES, GRC

Activity 3: Improve segmentation and lifecycle automation

  • A: DM

  • R: MA, TECH

  • C: BM, UX, AN, SALES, GRC

  • I: ES, FIN

Activity 4: Implement personalisation and journey improvements

  • A: DM

  • R: UX, TECH

  • C: BM, MA, AN, SALES, GRC

  • I: ES, FIN

Activity 5: Improve attribution and incrementality measurement

  • A: AN

  • R: TECH

  • C: DM, BM, MA, SALES, FIN

  • I: ES, GRC

Activity 6: Improve retention, cross-sell and upsell

  • A: BM

  • R: SALES, MA

  • C: DM, TECH, UX, AN, GRC

  • I: ES, FIN

Activity 7: Improve reporting automation and data quality

  • A: AN

  • R: TECH

  • C: DM, BM, GRC

  • I: ES, MA, FIN

Activity 8: Assess technology capabilities and investment needs

  • A: TECH

  • R: TECH

  • C: DM, BM, AN, GRC, FIN

  • I: ES, MA, UX

Activity 9: Approve material scale-up investment

  • A: Authorised budget owner

  • R: DM

  • C: BM, TECH, AN, FIN

  • I: Relevant delivery teams

Key deliverables

  • Scaled campaign programmes

  • Expanded SEO and content plan

  • Improved lifecycle automation and segmentation

  • Enhanced attribution and measurement

  • Retention and customer growth programmes

  • Reporting and data quality improvements

  • Technology capability and investment roadmap

Stage gate: The Digital Marketing Lead recommends scale-up opportunities. Technology validates feasibility, Finance validates financial assumptions, and the authorised budget owner approves material investment.

Exit criteria: Proven activities are scaled within approved budgets, measurement is sufficiently reliable, and material investments are justified by evidence.

9. Phase 6 — Optimise and Innovate (Months 7–12)

Objective: Review overall performance, assess commercial effectiveness, test emerging opportunities and prepare the next year's strategy.

Activity 1: Conduct the annual strategy and performance review

  • A: DM

  • R: AN

  • C: BM, MA, SEO, UX, TECH, SALES, GRC, FIN

  • I: ES

Activity 2: Review CAC, CLV, profitability and payback

  • A: BM

  • R: AN

  • C: DM, SALES, FIN

  • I: ES, MA

Activity 3: Forecast demand, revenue and marketing contribution

  • A: BM

  • R: DM, AN

  • C: ES, MA, SALES, FIN

  • I: TECH, GRC

Activity 4: Evaluate AI search, GEO, AEO and emerging channels

  • A: DM

  • R: SEO, MA

  • C: BM, UX, TECH, AN, GRC

  • I: ES, FIN

Activity 5: Pilot emerging technologies and marketing methods

  • A: DM

  • R: MA, TECH

  • C: BM, SEO, UX, AN, SALES, GRC, FIN

  • I: ES

Activity 6: Review customer needs, positioning and segments

  • A: BM

  • R: AN, SALES

  • C: DM, MA, SEO, UX, TECH

  • I: ES, GRC

Activity 7: Review privacy, responsible AI and technology risks

  • A: GRC

  • R: TECH

  • C: DM, BM, MA, UX, AN

  • I: ES, SALES

Activity 8: Prepare next-year strategy and budget proposal

  • A: DM

  • R: DM

  • C: BM, MA, SEO, UX, TECH, AN, SALES, FIN, GRC

  • I: ES

Activity 9: Approve next-year marketing strategy

  • A: ES

  • R: DM

  • C: BM, AN, FIN

  • I: Relevant delivery teams

Activity 10: Approve next-year funding

  • A: Authorised budget owner

  • R: DM

  • C: BM, FIN, AN

  • I: Relevant delivery teams

Key deliverables

  • Annual performance and strategy review

  • Commercial and financial effectiveness assessment

  • Channel and investment recommendations

  • Innovation and experimentation roadmap

  • Updated customer and positioning insights

  • Technology, data and capability priorities

  • Next-year marketing strategy and budget proposal

Stage gate: Strategy and funding are approved as separate decisions by their respective authorities. Finance validates the financial plan before the funding decision.

Exit criteria: The next-year roadmap aligns with business objectives, investment decisions reflect performance and risk, and innovation initiatives have defined success criteria.

10. Cross-Phase Governance and Ownership

Strategy and business alignment

  • The Executive Sponsor approves strategic direction and major priorities.

  • The Business / Product Lead owns business objectives, product requirements and commercial outcomes.

  • The Digital Marketing Lead translates objectives into an integrated marketing plan and coordinates delivery.

Measurement and reporting

  • Analytics owns KPI definitions, measurement methodology, analytical interpretation and reporting integrity.

  • Technology implements tracking, integrations, data pipelines and reporting infrastructure.

  • Digital Marketing uses insights to prioritise campaigns and optimisation activities.

  • Business and Sales validate commercial outcomes, lead quality and pipeline contribution.

Budget and financial control

  • Digital Marketing prepares the marketing budget, monitors expenditure and recommends reallocations.

  • Finance validates assumptions, financial models and budget reporting.

  • The authorised budget owner approves funding and material changes according to delegated authority.

Governance, privacy and security

  • GRC owns or approves applicable requirements within its remit.

  • Technology and marketing teams implement required controls.

  • Digital Marketing coordinates reviews and ensures governance activities are included in the delivery plan.

  • Production release approvals follow the organisation's established release procedures.

Continuous improvement

  • Each specialist team owns the quality of its deliverables.

  • Analytics provides evidence to support decisions.

  • Digital Marketing coordinates the marketing improvement backlog.

  • The Business / Product Lead validates business relevance.

  • Material changes to strategy, risk or investment are escalated to the appropriate authority.

11. Stage-Gate Approval Criteria

Gate 1 — Strategy approval

  • Business objectives and target audiences are agreed.

  • Baseline metrics and measurement gaps are documented.

  • Opportunities and risks are assessed.

  • Strategic priorities are approved.

Gate 2 — Planning approval

  • Channel and campaign plans are documented.

  • Owners, timelines, dependencies and resources are assigned.

  • Budget and KPI targets are approved.

  • Tracking and reporting requirements are defined.

  • Applicable governance requirements are addressed.

Gate 3 — Launch readiness

  • Campaign assets and landing pages are validated.

  • Tracking and conversion events are tested.

  • CRM integrations, lead routing and automation are tested.

  • Required compliance and security checks are complete.

  • Critical defects and rollback arrangements are addressed.

  • Required operational and production-release approvals are recorded.

Gate 4 — Performance validation

  • Results are compared with baseline and targets.

  • Tracking and reporting quality are confirmed.

  • Channel efficiency and lead quality are assessed.

  • Experiment findings are documented.

  • Budget changes follow the required approval process.

Gate 5 — Scale-up approval

  • There is sufficient evidence to justify scaling.

  • Expected incremental value and financial implications are assessed.

  • Technology and operational capacity are sufficient.

  • Risks and compliance requirements are reviewed.

  • Funding and scale-up decisions are approved.

Gate 6 — Annual strategy approval

  • Annual business and marketing performance is reviewed.

  • CAC, CLV, profitability and payback are assessed where applicable.

  • Channel and technology investment priorities are reviewed.

  • Innovation pilots have defined success criteria.

  • Strategy and funding approvals are recorded separately.

12. Operating Rhythm

Daily or continuous

Monitor campaign delivery, tracking failures, website issues and urgent risks.

Lead: Relevant channel or technical owner.

Weekly

Review campaigns, leads, spend, blockers and upcoming activities.

Lead: Digital Marketing Lead.

Monthly

Review KPIs, conversion, channel efficiency, customer experience and budget utilisation.

Lead: Digital Marketing Lead and Analytics / Performance.

Quarterly

Review strategic priorities, investment, experiments, risks and roadmap changes.

Lead: Digital Marketing Lead, with Executive Sponsor involvement for major decisions.

Annually

Review business outcomes, strategy, technology capability and next-year investment priorities.

Lead: Executive Sponsor and Digital Marketing Lead.

13. Implementation Tracker Requirements

Maintain a project tracker alongside the RACI framework. Record the following for every activity:

  • Phase and activity

  • Deliverable and acceptance criteria

  • Responsible role

  • Accountable role

  • Consulted and informed stakeholders

  • Start date and due date

  • Dependencies

  • Status

  • Success criteria and KPI

  • Approval authority and approval evidence, where required

  • Risks, issues and decisions

Use the tracker to monitor delivery, resolve ownership gaps and maintain an auditable record of decisions and approvals.

14. Final Recommendations

  1. Replace role abbreviations with actual job titles or named owners when implementing the framework.

  2. Ensure every activity has exactly one accountable owner.

  3. Separate delivery accountability from formal approval authority.

  4. Confirm delegated authority for budgets, production releases and governance decisions.

  5. Avoid involving unnecessary stakeholders in routine activities.

  6. Define measurable deliverables and acceptance criteria for each phase.

  7. Review ownership when scope, team structure, budget or risk changes.

  8. Treat the first 90 days as a foundation and validation period rather than a guarantee of specific marketing results.

  9. Adapt the framework to organisational size, regulatory requirements, channel mix and technology maturity.

Conclusion

The Digital Marketing Strategy Framework: Phase-by-Phase RACI connects strategy with execution, measurement, governance and continuous improvement.

Clear role ownership, one accountable owner per activity, separate approval authority and measurable deliverables make the framework easier to implement, monitor and improve throughout the digital marketing lifecycle.

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