Marketing campaign plan template

A campaign from the first two questions, who it is for and what they are being offered, to the follow-up after it ends. Eight phases, four approval points before anything goes live, six weeks in market, and notes on adapting it for a campaign that runs for two weeks.

Marketing campaign Gantt chart from audience and offer through the creative brief, copy and design, approval and channel setup
  • 8 phases
  • 24 tasks
  • 6 milestones
  • 37 dependencies
  • About 12 weeks
  • Updated September 24, 2026

What does the campaign plan include?

Five weeks of preparation, six weeks live and a week to wrap up, in the order the work actually runs. It is an editable example rather than a recommended schedule, so treat every duration as a starting point.

PhaseWhat happensOwner
Audience and offerThe goal and the one number that decides success, who the campaign is for, and what they are being offered. Ends on Audience and offer agreed.Lead, sales
Creative briefOne brief that the copy, the design and the channel work all start from. Ends on Brief approved.Lead
Copy and designLanding page, email and ad copy, written alongside the visuals and ad sizes.Writer, designer
ApprovalA review round for brand, legal and product facts, then the changes. Ends on Creative approved.Approvers, writer, designer
Channel setupTracking and the conversion goal, the landing page, the emails and segments, the ads and audiences, then a test of all of it. Ends on Ready to launch.Ops
Launch and runGo live, six weeks of ads and organic posts, a reminder email, an ad refresh halfway through and a last-call email.Ops, writer, designer
MeasurementA first-week check, a mid-campaign review and the final results against the goal. Ends on Results shared.Lead
Follow-upFollowing up everyone who responded but did not buy, then a retrospective. Ends on Campaign closed.Sales, whole team

The roles are written at the start of each task name. Lead is the campaign lead, Ops is whoever runs the channels, and Approvers are the people who sign off brand, legal and product facts. Swap them for names when you copy the plan.

Where are the approval points?

There are four milestones before anything goes live: Audience and offer agreed, Brief approved, Creative approved and Ready to launch. Each one is the moment a new set of people starts work on what was agreed, so a change after it costs somebody rework.

They are markers on a chart, not an approval workflow. Agree in the brief who signs off each one, and put the review time in their calendars when you set the dates. Check the approvers’ availability before setting the review dates.

Which tasks can overlap?

More than most plans allow, as long as each task has what it actually needs to start.

  • Copy and design. Both start from the approved brief and run side by side, meeting at the approval round.
  • Tracking setup. It needs only the brief, so it happens while the copy is being written instead of in the rush before launch.
  • The landing page. Ops builds it from the draft copy while approval runs, then updates it with the approved changes.
  • Measurement. The results checks run during the campaign rather than after it, so the mid-campaign review has something to act on.

What should not overlap is anything that depends on the final wording. The emails and ads are loaded once Creative approved is reached, and testing waits for the landing page, the emails and the ads together, because a campaign that goes out broken usually went out untested in one channel.

How do you turn it into a two-week campaign?

Shorten the time in market and compress the preparation, but keep the order. A two-week campaign still needs about two weeks of preparation; the time comes from overlapping more and producing fewer assets, not from skipping approval or testing.

Part of the planSix weeks live (example schedule)Two weeks live
Audience and offerFour days, then Audience and offer agreedOne or two days, often a single meeting
Creative briefTwo days, then Brief approvedHalf a day, approved in the same meeting
Copy and designFive and seven days, side by sideTwo or three days side by side, with fewer assets
ApprovalTwo days of review and two of changesOne review round, changes the next day
Channel setupPage built during approval, emails and ads after it, two days of testingPage built alongside the copy, emails and ads the day after approval, half a day of testing
Launch and runSix weeks with a reminder, a mid-campaign review, an ad refresh and a last callTwo weeks with one reminder and a last call, no refresh
Measurement and follow-upFirst-week check, mid-campaign review, final results, follow-up and a retrospectiveA check after the first few days, then results, follow-up and a short retrospective the week after

On the chart, that means pulling the two long bars for ads and organic posts in to two weeks, deleting the mid-campaign review and the ad refresh, and moving the last-call email into the second week. Set the launch date first, then shorten each group in front of it and check that the arrows still run forwards.

What does the plan measure, and what does it not?

It schedules the measurement work, not the measurement itself. The first-week check, the mid-campaign review and the final results are time set aside to look at the numbers; the numbers come from your analytics, ad and email tools. The chart does not forecast spend, track a budget or report on leads, and the follow-up list comes from wherever your leads are kept.

How do you adapt it?

Click Use template and the campaign lands in your account starting on the coming Monday. Move the go-live date to your launch first, then check whether the preparation fits in front of it. Replace Lead, Writer, Designer, Ops and Sales with names. A campaign with video, a brand-new landing page or a legal review in a regulated market will need longer bars than these.

If the campaign is one part of a product launch, the launch plan covers the rest of the release, including support, sales and documentation readiness. For a non-profit appeal with major gifts and a donor event, the non-profit campaign plan is the closer fit.

Common questions

Can I use it for an always-on programme?

Partly. The preparation groups work for any campaign. For always-on work, repeat the Launch and run and Measurement groups as monthly cycles instead of one six-week flight.