Members onlyMarketing Templates

Campaign Planning Brief

One page that defines a campaign before you spend time or money on it.

Best for

Anyone running a promotion, launch, or seasonal push.

Use this when

2–4 weeks before the campaign starts.

Preview

The brief

CAMPAIGN BRIEF — [Campaign Name]

OWNER: [Your Name]
DATES: [Start Date] to [End Date]
BUDGET: [Amount]

1. WHAT SUCCESS LOOKS LIKE
Primary measure: [Number] [leads / bookings / sales]
Secondary measures: [list]
Break-even point: [Number] sales at [Price]

2. WHO WE'RE TALKING TO
Audience: [Target Customer]
Where they'll see this: [channels]
What they currently believe: [starting point]
What we want them to believe: [ending point]

3. THE OFFER
What we're promoting: [Offer]
Price: [Price]
Why now: [genuine timing reason]
Deadline or limit: [if any, and it must be real]

4. THE MESSAGE
Headline idea: [line]
Supporting point 1: [line]
Supporting point 2: [line]
Call to action: [Call to Action]

5. THE ASSETS NEEDED
- [Asset] — owner: [name] — due: [Date]
- [Asset] — owner: [name] — due: [Date]
- [Asset] — owner: [name] — due: [Date]

6. THE SCHEDULE
[Date] — [what goes out where]
[Date] — [what goes out where]
[Date] — [what goes out where]
[Date] — final reminder
[Date] — campaign ends

7. WHAT COULD GO WRONG
Risk: [risk] → Plan: [mitigation]
Risk: [risk] → Plan: [mitigation]

8. AFTER IT ENDS
Review date: [Date]
Questions to answer: What worked? What was wasted? Would we run it again?

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This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.

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