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campaign-planning 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.