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Campaign Plan Template

Use this template
Campaign Plan Template, within the Milanote app

Organize your marketing campaigns in one place

This campaign plan template is the perfect way to start planning your next campaign. It helps you define campaign objectives, track progress, and ensure every team member is clear on their responsibilities to achieve the campaign's goals. Building on the marketing brief, it lays out the strategic and tactical steps necessary for successful execution.

Whether launching a new product line or enhancing brand visibility through a marketing event, a campaign plan will guide your actions over a set timeframe, ensuring clear communication before the campaign begins. This level of planning is what makes a campaign truly effective.

This template is part of the Marketing Campaign collection.

  • Set the vision & strategy
  • Organize requirements
  • Share with your team
  • Gather feedback
  • The perfect start for every campaign

1. Start with an empty template

The Campaign Plan template is filled with questions, thought starters and image placeholders to help you write your plan in minutes.

Campaign Plan Step1
How to do this in Milanote

  1. Create a new board for your plan.

    Create a new board

    Drag a board out from the toolbar. Give it a name, then double click to open it.

  2. Choose the Campaign Plan template

    Choose your template 

    Each new board gives you the options to start with a beautiful template.

2. Describe the campaign background

Before diving into campaign tactics, it's essential to build a solid foundation for your strategy. Start by gathering key documents that will provide important insights and direction for your campaign. Think marketing brief, market research reports, past campaign analytics, and customer persona - these documents will be your compass as you navigate the campaign landscape.

Delve deeply into your target audience to understand their preferences, behaviors, and demographics. This understanding will empower you to craft messaging that resonates and select the most effective channels to reach them. From content creation to distribution strategies, this deep insight will shape every aspect of your campaign.

To organize your strategy planning, collect your important documents such as your marketing brief and customer personas all neatly within Milanote boards for easy reference and team collaboration every step of the way.

Campaign Plan Step2
How to do this in Milanote

  1. Add a note to describe the background.

    Drag a note card onto your board

    Start typing then use the formatting tools in the left hand toolbar.

  2. Add a To-do list to outline the deliverables.

    Drag a to-do list onto your board

    Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.

3. Define the goals & deliverables

Every successful campaign has clearly defined goals and objectives. Whether it's boosting brand awareness, driving website traffic, or increasing sales, your deliverables should be both aspirational and measurable.

Break these goals down into actionable deliverables. Specify targets such as sales figures, website traffic numbers, content assets, social media posts, and promotional materials.

Campaign Plan Step3
How to do this in Milanote

  1. Add a note to describe the goals.

    Drag a note card onto your board

    Start typing then use the formatting tools in the left hand toolbar.

  2. Add a To-do list to outline the deliverables.

    Drag a to-do list onto your board

    Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.

4. Allocate budget

Now the goals are in place, it's time to determine a realistic budget for your marketing activities. Factor in expenses across the entire timeline of the campaign, from initial research through to campaign launch and evaluation.

Keep tabs on your budget and performance metrics with Milanote's tables card. When setting up your budgeting table, be sure to break down each campaign element. This approach allows you to allocate resources efficiently and monitor expenses closely throughout every stage of your campaign.

Campaign Plan Step4
How to do this in Milanote

  1. Use a table to map out your budget.

    Create a table

    Drag a table out from the toolbar. You can add simple formulas, dates, currencies and more.

5. Craft a detailed timeline

No campaign plan is complete without a timeline. It's essential to map out the entire journey of your marketing campaign, from initial ideation to final evaluation. By breaking down tasks into manageable chunks and assigning clear deadlines, you ensure that everyone on the team stays focused and accountable throughout the process.

You can arrange this using Milanote's table card to outline the planning, execution, and evaluation stages. Assign team members to tasks and set dates to keep everyone on track.

Campaign Plan Step5
How to do this in Milanote

  1. Use a table to plan your timeline.

    Create a table

    Drag a table out from the toolbar. You can add simple formulas, dates, currencies and more.

6. Gather inspiration & ideas

Now it's time to gather inspiration and ideas for your campaign content. Brainstorm concepts and explore visual themes aligned with the vision of your campaign goals and deliverables.

A moodboard is the perfect way to organize your references. Add images, video, links, notes and more to help bring your vision to life. Share your boards with team members to collaborate and organize creative assets.

Campaign Plan Step6
How to do this in Milanote

  1. Create a new board for your moodboard.

    Create a new board

    Drag a board out from the toolbar. Give it a name, then double click to open it.

  2. Find inspiration in the built-in image library.

    Use the built-in image library

    Search over 3 million beautiful, free photos then drag images straight onto your board. Powered by Pexels.

  3. Upload images and files

    Upload a file or document

    Click the "Upload" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.

7. Share the plan with your team

Once you’ve made any final tweaks to the Campaign plan, it’s time to share the completed plan with the your team, organize a kickoff meeting and start the project.

campaign plan step 8
How to do this in Milanote

  1. Share a link to the plan with your team.

    Share a read-only link with others.

    Click Share in the top right of your board. You can add a Welcome message for viewers, allow comments, set a password or embed the board in another app or website.

You're done!

Now that your campaign plan is complete, you have an inspiring starting point for your next marketing project. Remember to revisit your plan at each stage of the project. It's a great way to ensure you're still headed in the right direction!

Start your Plan

Organize your campaign in one place

Start your Plan

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