Marketing Campaign Planning

Define marketing campaign goals and audience this agenda that is ideal for sharing information

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Campaign Name:


Helpful Links:


What are the goals of this campaign?

  • Decide on campaign goals. 
  • Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & value proposition

  • Who is the target audience?
  • What is the value proposition?

Decisions that need to be made

  • What decisions need to be made? (Name)
  • List topics for discussion/decision here, specifically noting what needs to be decided


  • Set the overall timeline

Next Steps

  • @name Task by DUE-DATE

How to use this template for your next 

Marketing Campaign Planning

This meeting agenda template is designed for the planning stage of a marketing campaign. Before getting started on the work of the campaign, you will first need to clearly define the goals and audience for the campaign.

Every campaign should have a goal. What key metric are you trying to influence? What’s the purpose? Define your marketing campaign’s goals and, whenever possible, make sure they are SMART (Specific, Measureable, Achievable, Realistic, and Timely).

With goals established, it’s time to articulate the audience for this campaign, and what value proposition(s) you are going to focus on. For some campaigns, this may be a general audience that includes all potential customers and a generic value prop. But often, your campaign will be targeted, for example, to your most important customer segment. Here in your planning meeting, you should be clear about who this campaign should speak to, and what story you’re trying to tell.

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