| In our experience, many companies treat these Sales-enabled communications differently than Marketing communications because each is managed by different departments. This sometime leads to a Wild Wild West approach where the audience is receiving off-brand messaging where emails can conflict with one another (Marketing sends an email about an online demo and Sales sends a message about a demo call). And oh yeah, what about compliance?
Formalizing a plan around what messaging can get sent, who can C Level Executive List receive it and how they receive it are all part of developing an EDG Policy. A side benefit is Sales and Marketing will get on the same page on how to communicate with the audience. An EDG Policy is not something that you write down overnight and then say you have a policy. Of course, you could try that but I’d bet adoption would be low and your systems wouldn’t be ready. How long will it take? That all depends on your organization. I like to compare this process to organizing your closets. If you haven’t organized your closet in three years, it will take a lot more time to organize than if your closet already has its clothes neatly organized and color coordinated. If your company hasn’t communicated about its internal processes, a comprehensive policy may take longer. 
We recommend developing the policy over a quarter or more to give you enough time to work through the worldwide business decisions that your team will need to make. Have someone document all the required business decisions and begin setting up meetings with the various stakeholders. If a worldwide policy seems like too big of a project to take on, start by documenting your own department’s policies to get an early win as a step towards a phase two policy. For example, if you oversee North America and don’t communicate often with your worldwide counterparts, try documenting your own policies first.
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