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Agency Group Breakdown

Can anyone tell me how they've set up groups? We are a full service agency and we divide our services into advertising, public relations and new media. I'm trying to determine the most useful way of grouping tasks. Currently, I've set up the following: Account service; Creative; Production; Public Relations; New Media; Media Planning; Sales & Marketing; New Business; and Agency Administration.

Any advice will be appreciated.

Thanks,

Carolyn Lorence Core Creative

We use only 4 groups: Creative, Production, Account Management & Expenses. Works for us.

Roxanne Cowan

Just remember that tasks are grouped together on estimates and invoices along with the group subtotal. If one job uses tasks in 3 to 4 groups, all those groups and subtotals are going to show up on your forms. This can be very useful. On the other hand, it uses a lot of space on your forms.

Rey Scott Kich & Company

We use the following groups: Creative, Production, Fulfillment, Direct Mail, and Expenses (we also have a group called Group C Design - other - this is where our tasks are that we use for paid vacation/sick/holidays, etc.)

Jaimee Stagner Accounting Manager Group C Design
www.groupcdesign.com

I donít use groups that much because it adds a lot of subtotals on the invoice and estimate that many of our clients have found confusing.

Elizabeth love CSG Inc. Victoria BC

We use two group codes. One for agency fees and one for outside costs. It's very easy to see if we are over or underbudget on fees or outside costs.

Laura Karns Hanon McKendry