About the Campaign Planning Template
Juggling all the moving parts of a marketing campaign can be chaotic. Between different channels, assets, and stakeholders, it's easy for things to fall through the cracks. The Campaign Planning template brings all your work into a single, shared workspace. It’s a visual tool designed to give your team clarity and control over your entire campaign pipeline, from the first brainstorm to the final launch.
How to use the Campaign Planning template
Capture your ideas. Add every potential campaign idea, big or small, to the 'Idea' column. This is your team's space to brainstorm without worrying about execution just yet.
Plan your work. Once an idea is ready for development, move it to the 'Planned' column. Fill out the details on the card, including the owner, launch date, asset type, and target segment.
Track progress through creation. As your team starts working, move the card through the 'In Creation' and 'In Review' stages. The Kanban board makes it easy for everyone to see the status of each asset at a glance.
Schedule and launch. Once an asset is approved and ready, move it to 'Scheduled' and finally to 'Launched'. Your board now serves as a record of your completed work and its impact.
Why use the Campaign Planning template?
Gain full visibility into your pipeline. The visual layout gives you an instant overview of all your team's work, making it easy to spot bottlenecks and manage capacity.
Improve team alignment and ownership. With clear owners, deadlines, and requirements on every card, everyone knows who is doing what and when. This reduces confusion and keeps your team in sync.
Execute campaigns more effectively. By standardizing your workflow, you create a repeatable process for success. Your team can move faster and deliver more consistent, high-quality campaigns.
