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By SteveNovember 23, 2024In Strategy

Operational Marketing: Learning from the Military

Abstract – Operational marketing is that key bridge between strategy and tactics, though frequently misunderstood or overlooked. Drawing from the concept of the Operational Art in the military, this article shares how marketers can develop operational thinking to align strategy, maximise resources, and respond to changes in the market. More importantly, through real examples and a step-by-step framework, it shows how operational marketing transforms goals into results to ensure your campaigns aren’t just practical but also strategically impactful.

An Introduction to Operational Marketing

Every marketer has lived the disconnect between the sparkle of strategy and the chaos of execution. It’s a common problem: big-picture goals are set, tactics are thrown in motion, and somewhere along the way, the results don’t quite live up to the vision. What’s missing is operational marketing—the connective tissue between strategy and tactics—that makes it all work.

Imagine a road trip with a great destination in mind but without a map. That’s essentially what marketing without operations feels like – disconnected, wasteful, and unlikely to achieve its potential. But marketers can take that mess and make it coherent by applying the principles of Operational Art, courtesy of military doctrine. The result? A marketing function that will drive consistent, measurable success time and time again.

The Missing Middle: Why Operational Marketing Deserves a Rebrand

One of the most common misconceptions in marketing represents the neat division between strategy and tactics: big ideas at the top, nitty-gritty below. What sits in between—if considered at all—is often dismissed as “operational marketing,” relegated to some kind of grab bag of mundane day-to-day tasks. I think that’s a mistake. And an expensive one.

I’ve often thought that many misunderstandings about operational marketing happen because it’s not as flashy as strategy nor as visible as tactics. But it’s where the real work gets done in marketing. Think of it as an orchestra conductor: Strategy writes the score, tactics play, but if the conductor doesn’t get everybody together, then what comes out is chaos, not music.

I think this is because of how we define it. The most common descriptions of operational marketing reduce it to activities such as managing social media schedules and creating or producing creative assets. These, without question, are operational in nature. But this narrow view misses the bigger picture: operational marketing is about translating strategic intent into coherent, executable plans that guide every tactical move. It’s the bridge that makes sure the lofty ambitions of the strategy do not get lost in execution.

The mistake the oversight creates is a disconnect. Strategies look brilliant on paper, but without solid operational planning, it turns out that often, they do not translate to the real world. Similarly, tactical teams can wind up working in silos, unaware of how their efforts are contributing—or failing to contribute—to broader goals.

Operational marketing, when executed well, guarantees alignment. It’s the difference between an inspired strategy and one that actually delivers. If we reframe it as the critical middle ground it truly is, its value to marketers and organisations becomes impossible to ignore.

What is Operational Art, and Why Should Marketers Care?

You might think military operations have little to do with anything corporate; it is simply the opposite. In essence, the Operational Art emanates from military strategy and represents the process through which big-picture strategic objectives get translated into a coordinated, practical activity that gets the job done. It is a means of connecting the big picture to detailed execution, so every move made has meaning and is aligned with consequences.

Operational art, in military parlance, fills the gap between grand strategy—say, to win a war—and tactical activities such as capturing a hill. It calls for the sequencing of operations, making resources available, sticking to long-term objectives, and adapting to emergent situations. It’s a dynamic, fluid discipline designed to bring cohesion to complexity.

Relationship between Marketing Strategy and Operations
Relationship between Marketing Strategy and Operations

So, why should marketers care? The fact is, marketing is increasingly complex: you’re not running one campaign; you’re running many campaigns across channels and markets on several different platforms, all while adapting to competitors, trends, and audience behaviours. Without a disciplined approach to align strategy with execution, you risk fragmentation: teams pulling in different directions, tight budgets, and flat objectives.

In other words, operational art is a marketing glue that keeps things together. That is, your strategy—whether it is brand building, demand generation, or market penetration—isn’t some airy ambition but a tangible plan of measurable milestones. It brings clarity to chaos, equipping you to effectively allocate resources, prioritise actions, and adapt when things inevitably change.

Marketers who embrace operational art transcend campaign thinking. They cease to think about tactics as discrete events and more as an integral set of parts in a series of steps along a longer journey. This isn’t just about working smarter; this is about working smarter to outcompete. Companies that are disproportionately good at tying strategy with reality always perform better than anyone else.

This is not a nicety; this is mission-critical. Operational art buys you control in a world that’s only growing in complexity. And if that doesn’t make you sit up and take notice, I don’t know what will.

Connecting the Dots: Strategy, Operations, and Tactics in Marketing

In marketing, strategy, operations, and tactics are the three layers that distinguish between your marketing flying or crawling. While all too often, strategy and tactics take centre stage, operations—squarely sandwiched in between—is the underappreciated linchpin to make things work. Without operational thinking and application, your strategy is a romantic dream, and your tactics are fragmented activities without meaning.

Now, let me draw the line on what the differences are. The strategy is typically your “why” or “what.” It defines your big-picture goals and an overall direction: building brand equity, market share growth, or conquering new demographic grounds. Tactics name the “how” and “when”—that is, the specific actions you take to make that strategy a living reality. This might be launching a social media campaign, hosting webinars, or rolling out email campaigns.

So, where does the operational piece fit? Operations are the “how” connecting strategy with tactics. It’s the blueprint that takes your strategic goals and turns them into coordinated, actionable plans. For example, suppose your strategy is to achieve more market penetration. In that case, operations prescribe the sequencing, resourcing, and execution frameworks for the tactics required—such as defining the timing and geographic focus of ad campaigns or aligning cross-functional teams around shared objectives.

Levels of Marketing
Levels of Marketing

Without a solid operational approach, even the best strategies can come undone. Imagine having a brilliant strategic vision for global expansion but utterly failing to align your teams across regions. Or the implementation of a dazzling slew of tactics—think viral social media content—but without an understanding of how it furthers broader objectives. That is the anarchy of a missing operational layer.

Operations stand for making your strategy speak directly to your tactics by ensuring alignment and synergy across the marketing function. It is more than the bridge, but the engine room. When you get it right, you are not just running campaigns; you are creating momentum that drives actual results.

Operational Art in Practice: Making Strategy Tangible

Operational marketing is when the abstractness of the strategic goals stops, and congruent plans start to materialise. It’s not about big dreams but about how to make big dreams work. Here are three clear examples of how operational marketing effectively bridges strategy and tactics.

  1. Strategy: Brand Awareness Creation in New Markets
    Operational Plan: Map out a tiered market entry based on data. First, define key regions and target audiences through market research. Allocate marketing budgets to high-impact channels like social media, display ads, and influencer partnerships. Create a single messaging framework to drive consistency, then localise teams to adapt the content into culturally relevant work.
    Tactical Execution: Run a series of geo-targeted campaigns; flood the influencers who can relate to the LOCAL audience; brand awareness is measured through surveys and social listening tools. The operational layer will ensure everything is aligned and correctly sequenced to avoid fragmented messaging.

  2. Strategy: Increase in CLV
    Operational Plan: Design a cross-functional retention strategy. Segment the audience behaviour and purchase history; develop a loyalty program targeting high-value customers. Design workflows that customise communications, from post-purchase emails to seasonal upsell offers. Integrate across CRM systems and marketing platforms.
    Tactical Execution: Running personalised email campaigns, creating a VIP customer portal, and launching exclusive events for its members; the operations ensure all these activities are integrated in providing an end-to-end experience that increases CLV.

  3. Strategy: Introduce a New Product and Win a Category
    Operational Plan: Segment the launch into key phases: pre-launch buzz, launch day activities, and post-launch follow-up. Ensure resources and messaging across PR, digital ads, and sales enablement are aligned and coordinated. Establish KPIs for each of the phases, such as sign-ups for early access or first-month sales targets.
    Tactical Execution: Teaser campaigns should be deployed, a live product demo event should be held, and a PR blitz on the launch date. Operations ensure that each team knows their role, timing, and objectives, keeping the launch on time and effective.

At each place, operational marketing provides the roadmap to ensure everyone gets to the finish line together. Tactics will do all the work; strategy sets the destination, but it is the glue holding everything that makes success scalable and repeatable.

Balancing Resources and Priorities: Lessons from the Military

Everything within the military is a limited resource: people, equipment, or time. The only thing that is going to work is when objectives are prioritised and resources are utilised where they will have the most significant impact. The same applies to marketing. Marketing operationally mandates discipline by balancing time versus money versus talent.

First, prioritise. Not all goals are created equal. Military commanders use a concept called main effort: an activity that gets the most resources because it is key to success. Marketers can do the same thing by focusing resources on campaigns and initiatives that align most closely with strategic objectives while scaling back less critical efforts.

Second, resource allocation should be dynamic. The military revises plans continuously as conditions change. In the same way, marketers have to avoid rigid plans and consider regular data reviews so that budgets can be reallocated, team members reassigned, or timelines changed as circumstances change. This ensures waste avoidance whereby resources are not utilised in underperforming tactics or strategies that become obsolete.

And play to your team’s strengths. The military deploys specialists where their skills are needed most. Marketers should follow suit, assigning creative talent to high-visibility projects, for example, and automating routine tasks to save time.

This operational lens lets marketers ensure more value from each action, weed out waste and keep nimble in a shifting landscape.

Anticipating the Unpredictable: Marketing’s OODA Loop

The OODA Loop is a decision-making model—Observe, Orient, Decide, and Act—created by US Air Force strategist John Boyd. Invented initially for fighter pilots to outmanoeuvre adversaries in rapidly changing combat situations, the OODA Loop has been widely adopted by industries that require agility. And marketing is no exception.

Operational Marketing OODA Loop
Operational Marketing OODA Loop

In brief, the OODA Loop is a continuous cycle that empowers one to act quicker than anyone else in dynamic conditions. Here’s how this applies in marketing:

  1. Observe: Gather information and knowledge about your market, audience behaviour, competitors, and the performance of your campaigns. The critical information can be gained by observing social media trends or real-time sales metrics.

  2. Orient: Interpret the data to understand your current position and identify opportunities or threats. For marketing, this might be working out if a campaign is cutting through with your audience or whether a competitor’s price move is impacting your sales.

  3. Decide: Depending on what you’ve seen and analysed, decide what actions to take. Perhaps after preliminary metrics show low engagement, you’ll deduce that a messaging strategy might need a mid-campaign pivot.

  4. Act: Get the decision down now, with authority. Fire off a focused social ad; pivot the product promo; roll out an aggressive PR attack plan.

The beauty of the OODA Loop is in the iteration: immediately after your action, you loop back into Observe, learning from outcomes, refining, and thereby adjusting your approach. Consider a brand that is introducing a new product. Initial observations indicate a surge in competitors’ activities. Orientation will have shown that they have undercut the price you are charging for it. In light of this, you decide to shift the emphasis of your launch campaign from price to premium features. The act phase would involve rapid updating of the digital ads and product messaging to reflect this shift.

In marketing, as on the battlefield, agility often provides the difference between winning and losing. Adopting an OODA Loop lets you stay ahead of the curve, reacting to change more quickly and staying relevant in a fast-shifting market.

Beyond Campaigns: Building an Operational Mindset

In far too many organisations, operational marketing is managed on a campaign-by-campaign basis: resources are marshalled, teams align, and systems come together with a good, loud war cry—starting the battle—only to fizzle out at the end of the campaign. This is short-sighted. To succeed in today’s dynamic market environment, an organisation will want to encourage a culture of operational thinking as a continuing discipline, not just a one-off effort.

An operational mindset means strategic alignment and tactical efficiency are baked into your marketing organisation rather than bolted on when deadlines loom. This calls for a complete rethink of how teams operate, away from siloed, task-driven ways of working to continuous, integrated systems of planning, execution, and review.

The advantages are apparent. Operational thinking at the core decreases inefficiency and duplication of effort and makes sure each and every campaign adds to long-term goals. Teams will become more agile since they pivot quickly without losing sight of broader objectives. What’s more, a consistent operational framework empowers marketers to make better decisions backed by data and processes and not by gut instincts or ad hoc solutions.

It is actually about simplifying the pathway from strategy to execution. Organisations that can embed operational thinking as a cultural norm are those which will find themselves not only surviving but actually thriving in the face of constant change.

From Theory to Practice: Developing Your Own Operational Framework

Operational art is more than a theoretical concept; instead, it’s an efficient device that can change how your marketing organisation works. Here’s a step-by-step guide to building and implementing your own operational framework. The list below contains action-oriented things you can adapt to your organisation.

Step 1: Establish Strategic Objectives
Clearly articulate high-level objectives, such as share-of-market growth, customer retention, and awareness.
Objectives must be specific, measurable, and congruent with overall business priorities.
Identify how marketing contributes to these objectives.

Step 2: Resource Assessment
Chart your team’s capabilities, tools, and budget constraints.
Identify any resource or expertise gaps that could impact successful delivery.

Step 3: Development of Operational Priorities and Milestones
Divide strategic aims into stages or milestones, for example, pre-launch, launch, and post-launch.
Allocate resources and set timelines for each phase.
Sequence activities to avoid bottlenecks in processes involving cross-functional teams.

Step 4: Development of Systems for Communication and Workflow
Set up tools—like project management software—to facilitate smooth collaboration.
Design dashboards that centralise tracking progress and KPIs.
Lay down regular check-ins to ensure status reviews and roadblock resolution.

Step 5: Implement and Monitor
Launch initiatives according to the operational plan. Monitor performance through real-time data and make adjustments accordingly.
Encourage teams to provide feedback and insight to broaden their opportunities for continuous improvement.

Step 6: Review and Refine
Conduct post-mortems after campaigns to understand what worked and what didn’t.
Use findings to help you improve your operational framework for future endeavours.
Review your resource assessment occasionally as growth and challenges change.

This framework is an ongoing process, not static; it matures while your organisation grows and the markets change. The embedding of these steps means that your marketing will become in alignment, will become efficient, and will be ready to respond to any challenge thrown at it.

Conclusion

At the operational level, marketing is more than just a bridge between strategy and tactics; it’s the backbone of any well-functioning marketing organisation. Without operational marketing, even the most ambitious strategies are promptly reduced to wishful thinking, while the best tactics risk being wasted effort.

By embracing operational art, marketers can create a clear roadmap that aligns objectives with actions and resources while keeping that roadmap agile enough to meet the shifting demands of the marketplace. The net effect of this is improved campaign outcomes, but probably more importantly, a culture of efficiency and strategic focus. It’s not about working harder; it’s about working smarter, with every action tied to a broader purpose.

After all, operational marketing creates the line between merely surviving and thriving organisations. It is how you will unlock your true potential in marketing and have each campaign take part in long-term growth and success. And this is no longer optional—it’s a must-have.

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