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campaign-planning

campaign-planning

Use when developing campaign strategy, briefs, KPIs, and workback schedules before execution.

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name: campaign-planning description: Use when developing campaign strategy, briefs, KPIs, and workback schedules before execution.

Campaign Planning Skill

When to Use

  • Before launching multi-channel GTM efforts.
  • When stakeholder alignment on goals, personas, and offers is needed.
  • During quarterly planning or major product launches.

Framework

  1. Set Objectives – tie to revenue/pipeline targets, define primary KPIs.
  2. Audience & Offers – map personas, stages, ICP tiers, and value propositions.
  3. Messaging Architecture – craft key narrative, proof points, CTA hierarchy.
  4. Channel Mix – select channels, budget split, cadence, sequencing logic.
  5. Workback Plan – create timeline with dependencies, approvals, and resource allocation.
  6. Risk Assessment – identify blockers (legal, creative bandwidth, data access) and mitigations.

Templates

  • Campaign Brief: See templates/campaign_brief.md for goal, audience, and KPIs.
  • RACI matrix for decision-making.
  • Timeline Gantt template with creative/ops milestones.

Tips

  • Host a kickoff with every execution lead to walk through the brief and capture risks live.
  • Keep KPIs to one primary and two secondary to avoid diffused focus.
  • Bake review/QA milestones into the workback to prevent last-minute rework.
  • Maintain a single source-of-truth dashboard so partner teams see timing, assets, and blockers.

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