Step 1
Set common terms
Record the objectives, channels, and team members in Settings. Choose those names consistently when filling the plan.
Marketing planning template
Marketing Campaign Planning Template
Plan each campaign's objective, audience, channel, owner, budget, and target KPI in one workbook. Choose the milestones sheet to record tasks, assignees, planned starts, deadlines, and progress. Compare plans and task status before launching the next campaign.
Free download
Review the five-sheet campaign planning workbook
Start with the campaign plan, then add the tasks needed to deliver it. The dashboard provides a place to enter approval-status counts and ratios for review.
File
Marketing Campaign Planning Template.xlsx
File name: marketing_operations_campaign_planning_template_en.xlsx
Sheets
5 sheets
Purpose
Campaign plans, budgets, target KPIs, and milestones
Choose one campaign ID across the plan and its milestone records. Maintain each task ID unique.
Enter the planned budget and target KPI before reviewing the schedule. The sample dollar amounts are illustrative and are not converted automatically.
Maintain campaign approval status separately from task progress. A completed task does not automatically approve the campaign.
Calculate and update dashboard counts and ratios manually. These tables have no automatic formulas or dropdown lists. Adding milestone rows does not automatically update the campaign plan.
How Excel is used
Plan campaigns and milestones in four steps
Agree on campaign objectives, channel names, and team members before adding records.
Step 2
Define the campaign
Enter the campaign ID, audience, owner, budget, dates, and target KPI. Maintain the approval status up to date as the plan is reviewed.
Step 3
Plan milestones
Link each task to its campaign ID and assign a responsible person. Record the planned start, deadline, progress, and notes in Milestones.
Step 4
Review the plan
Check campaign approval and unfinished tasks before launch. Update the summary manually and record any next-step follow-up in the notes.