Silent Spend

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The Silent Spend Toolkit

These are the frameworks and templates referenced throughout the book. They are designed to be used by leadership teams, not marketers, to take control of marketing spend with the same rigour applied to every other commercial function.

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01

Silent Spend Calculator

Chapter 3

Seven yes/no questions that reveal how much visibility and control your organisation has over its marketing spend. Each answer maps to a governance structure that should be in place. Score out of seven with risk bands from High risk to Strong position.

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02

Four Questions Canvas

Chapter 13

Before any marketing initiative is funded, it must answer four governance questions. Fill in the canvas for a specific initiative. If any question cannot be answered, the initiative is not ready to be approved.

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03

Marketing Review Agenda

Chapter 14

A 30-minute agenda that forces a decision. Work through four time-boxed stages - state the decision, present evidence, discuss, decide. Includes a failure modes reference for when the review starts to drift.

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04

Qualification Replacement Test

Chapter 4

Marketing has no licensing and no standards. This test replaces them. Three sections to work through before hiring a marketer, engaging an agency, or reviewing an existing arrangement.

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05

Decision Ownership Map

Chapter 15

Map every area of material spend to one person who can approve, change, or stop it without asking permission. Identify gaps, assess risk, and document what action is required.

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06

Agency Health Scorecard

Chapters 8, 10 & 11

Rate your current agency relationship across ten dimensions - transparency, accountability, fee clarity, staff continuity, and more. Each dimension is scored 1 to 5. Total score out of 50 maps to a partnership health band.

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07

Contract Review Checklist

Chapter 11

Work through this before signing any marketing contract or renewing an existing one. Covers scope, ownership, performance, exit terms, and red flags that should prevent you from signing.

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08

Channel Question Cards

Chapter 23

The governance questions to ask for Google Ads, Meta Ads, SEO, and content marketing. Each channel has six questions and a red flag - the most common way governance breaks down for that channel.

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09

Governance Decay Checklist

Chapter 16

Ten warning signs that marketing governance has begun to erode. Governance does not fail all at once - it decays. This checklist identifies which decay indicators are currently present in your organisation.

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Downloadable templates

Frameworks and documents to use with your team.

01

Spend Justification Canvas

Chapter 14

The foundational governance tool. Before any meaningful spend is approved, leadership articulates five things: the commercial objective, the capital at risk, the behaviour that proves it is working, the outcome that justifies continuation, and the outcome that triggers a stop.

02

Agency Brief Template

Chapters 11 & 19

A structured document for defining expectations before signing with a new agency. Covers scope, deliverables, success criteria, reporting cadence, and exit terms. Sets the relationship up for accountability from day one.

03

90-Day Governance Plan

Chapter 22

A detailed checklist for moving from chaos to control. Days 1–30: Assessment. Days 31–60: Introduction. Days 61–90: Embedding. Plus ongoing maintenance to prevent governance erosion.

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