Training and performance review, role by role
For each role that matters in marketing, advertising and creative: what a new joiner, an independent worker and a senior should be able to do, how to train them at each stage, and how to review them.
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Share your requirementsRoles in marketing, advertising and creative
Account manager
Is the agency's voice to a client: takes briefs, turns them into clear instructions for creative and media teams, tracks deadlines and budgets, presents work and handles feedback. Reports to the account director or agency head.
Training path and review →Graphic designer
Creates social posts, brochures, packaging, decks, ads and layouts from briefs using design software and brand guidelines, handles revisions, and prepares files for print or digital use. Reports to the creative lead or art director.
Training path and review →Copywriter
Writes headlines, ads, social captions, website pages, scripts and emails from briefs, in the client's voice, and edits after feedback. Works with designers and account managers and reports to the creative lead or head of content.
Training path and review →Performance marketing executive
Plans, runs and optimises paid campaigns on search, social and display for clients, sets up tracking, monitors spend and results, prepares reports and recommends changes. Reports to the performance lead or media head.
Training path and review →Social media executive
Plans content calendars, coordinates posts with designers and writers, publishes, replies to comments and messages, monitors trends and reports on engagement for client pages. Reports to the social media lead or strategist.
Training path and review →Video editor
Edits ads, reels, corporate films and social videos from raw footage, adds graphics, sound and colour, handles revisions and exports for platforms. Reports to the post-production lead or creative producer.
Training path and review →Traffic and project coordinator
Keeps jobs moving through the agency: logs briefs, assigns work to studios and teams, tracks deadlines and versions, chases approvals and warns account managers of delays. Reports to the studio head or operations manager.
Training path and review →Creative team lead
Guides designers, writers and editors on live jobs: reviews work before it goes to the client, sets quality standards, allots work, resolves creative disputes and develops juniors. Reports to the creative director or agency head.
Training path and review →