Live Webinar

Fueling Better Marketing
Plans with Shell

February 04, 2025

9:00 am PT / 12:00 pm ET

Register now

Mindy Smith

Global Brand Strategy & Marketing Performance Manager

Jim Williams

Chief Marketing Officer

Webinar recording coming soon!

How do you convince over 30 local markets at one of the largest global energy companies to ditch siloed spreadsheets and custom PowerPoint presentations for marketing planning?

Planning season is intense for Shell. Their Mobility division spends March to October in planning mode with subject matter experts, finance, and operations. Under the hood, there is a powerful marketing planning engine keeping global and local teams aligned. Despite this coordination, Shell Mobility was struggling to keep plans and budgets organized across dozens of disconnected spreadsheets around the world.

Join a conversation with Mindy Smith, Global Brand Strategy and Marketing Performance Manager, as she shares how Shell Mobility overcame the chaos of aligning marketing teams around a unified, aligned, and collaborative planning process.

Key Takeaways:

  • See the planning frameworks Shell Mobility uses to break down silos and foster better communication across marketing, operations, and finance teams.
  • Learn how they leverage automation to cut down manual work and streamline planning processes.
  • Discover how Uptempo replaced dozens of scattered spreadsheets with a unified marketing system of records.

This session is ideal for marketing leaders, planning managers, and anyone looking to optimize their complex, multi-market planning efforts.

Marketing planning is always an experience — but it doesn’t have to be a bad one! You just need to have a solid strategic process to guide you, and the ability to make adjustments when needed. Join our webinar on marketing planning in a dynamic environment, where you’ll learn to adapt for internal growth and economic challenges.

In this session, you will:

  • Learn how to develop marketing plans starting with a top-down approach.
  • Tour the Forrester planning process and see the Marketing Plan on a Page in action.
  • Address some of the replanning challenges that marketers can expect to see in the coming year.
  • Hear how companies effectively communicate plan information.
  • See examples marketing planning in action – from budget allocation to plan revision.