Planner & checklist

Campaign planner & advertising checklist

A six-week campaign structure you can work through on one printed sheet: the objective, the audience, the creative brief, the launch sequence and the review nobody schedules until it is too late.

A marketer adding notes to a printed campaign calendar pinned to a pale wall
The six weeks

Stage by stage

Weeks one and two decide most of the outcome. Resist the urge to launch in week one — the cost of planning badly is paid twice, in budget and in reputation.

Week 1 — Objective

One outcome, one number, one measurement date. Write down what would make you stop the campaign early.

Week 2 — Audience & offer

One-sentence audience definition, plus the exact offer and price shown in the advertising.

Week 3 — Creative

Brief, draft, approve. One message only. Name the approver before designs begin.

Week 4 — Setup

Tracking confirmed, landing page tested on a phone, enquiry route staffed, invoices raised.

Week 5 — Launch

Channels go live one at a time, two days apart, so a problem can be attributed to a change.

Week 6 — Review

Thirty minutes, three findings, one decision. Then update the plan for next month.

Pre-launch

The launch checklist

Twenty checks. If any of the first eight are unmet, delay the launch rather than launch blind.

Campaign pre-launch checklist by area
#CheckArea
1One objective written as a number with a dateObjective
2Audience described in one sentence, including locationAudience
3Offer and price final, no placeholder figuresOffer
4Budget approved and the split agreed in writingBudget
5Named approver for creative confirmedProcess
6Stop criteria agreed, e.g. cost per enquiry above a ceilingObjective
7Enquiry route staffed and tested with a real callSetup
8Tracking verified: a test enquiry appears in the reportSetup
9Creative checked on a small phone screenCreative
10Landing page loads in under three seconds on mobile dataSetup
11Phone number and address correct everywhereCreative
12Claims substantiated or removedLegal
13No competitor names or marks in creativeLegal
14Discount and offer terms stated with an end dateLegal
15Channel accounts funded and billing verifiedBudget
16Launch dates staggered, two days apart per channelProcess
17Review meeting booked for week sixProcess
18Someone owns the daily check for the first weekProcess
19Response templates ready for first enquiriesSetup
20Archive folder created for invoices and creativeAdmin

The stop-criteria rule

Before launch, write the number that would make you switch a channel off, and the number that would make you increase spend. A campaign with no pre-agreed thresholds gets judged on mood, and mood is usually wrong in both directions.

Afterwards

The debrief page

Fill this in within five working days of the campaign ending, while the detail is still accurate. Three findings and one decision is enough.

QuestionRecorded answer
Objective and target 
Actual result 
Total spend 
Cost per enquiry, by channel 
Enquiries that became customers 
Best performing creative, and why 
What we would not repeat 
One decision for next month 

Want the printable version with these tables formatted for A4? It is in the downloadable packs section.

A blank campaign timeline grid with sticky notes and a fine liner pen
Read next

Why the sequence matters more than the channels

Channel choice is the most discussed and least important decision in a small campaign. The six-week guide explains why the sequence — objective, audience, offer, creative, setup, launch, review — is what separates campaigns that teach you something from campaigns that merely spend money.

Campaign planning stuck at a step?

Tell us which week you are in and what is unresolved. We will point to the specific guidance rather than the whole guide.