Planning worksheet

The digital campaign brief

Ten questions to settle before the campaign starts: who it is for, what it offers, where it leads and how you will know it worked.

Hands arranging photographic creative and a media calendar for a campaign.

One9Six / Working notes

A brief that can be implemented

Give every campaign a measurement contract as well as a creative brief. Define the action, reporting source and decision it will support. A lead count is incomplete without a qualification rule. A purchase count is incomplete without a value and cancellation basis.

Implementation reference
FocusRecordPractical check
Business objectiveDesired change, audience and timeframeDistinguish commercial outcome from platform delivery metrics
Conversion contractEvent, value, deduplication and approved source materialTest before launch and document known measurement gaps
Operating rulesBudget, approvals, review date and change authorityDefine who can pause spend and what evidence triggers a change

Apply this to your next project

  • Attach landing page and creative specifications rather than leaving them implicit.
  • Use a baseline from a comparable period with stated limitations.
  • Record production, media and measurement dependencies in the launch schedule.

Make it practical

A useful place
to start.

Use this guide with the colleagues involved in the work. Note what you know, what needs checking and who will take the next step.

Download PDF
  1. What business result should the campaign support? Define a specific change, owner and timeframe.
  2. Who is the priority audience? Describe their situation, motivation and decision context.
  3. What should that audience do next? Choose a clear primary action.
  4. Why should they choose this offer? State the proposition and the evidence behind it.
  5. Which channels fit the audience and task? Give each channel a defined role.
  6. Where will the campaign send people? Check the landing page, message and next step.
  7. What creative and written content is needed? List formats, language, owners and approvals.
  8. What is the budget and schedule? Include production, media, review and dependencies.
  9. What will you measure? Define the baseline, conversion events and reporting source.
  10. What will trigger a change? Agree the review date and criteria for stopping, adapting or scaling.

What comes next
for your business?

↗