Campaign planning

A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.

• Q3 launch campaign — integrated brief

  Parent issue; sub-issues cover email, paid, social, and landing page.

  P18pt

• Paid social creative + targeting

  P25pt

• Campaign results readout

  P23pt

These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.

• When

  Campaign moves to 'Live'

  Then

  Notify every channel owner that the campaign is running

• When

  Campaign moves to 'Measuring'

  Then

  Open a results readout issue pre-filled with the goal metrics

Briefing, Producing, Scheduled, Live, Measuring. Measuring is a column rather than a task because it is the stage that gets skipped, every time, in every marketing team, for the same reason: by the time results are available the team has already started the next campaign. Making it a state a campaign must pass through is a structural answer to a discipline problem. The brief-fans-out-into-channels shape is the other half — one brief, many channel workstreams, so the message does not fragment.

1. 1.Write one brief and make it the parent

   The brief names the audience, the single message, the goal metric with a number, and the date. Every channel workstream hangs off it. The discipline this enforces is that the message is decided once — without it, paid, email and social each write their own and the campaign says three different things.

2. 2.Set the goal metric before production, not after

   Name what success is at briefing and write the number on the parent. Goals set after results are known are not goals, and everyone in the room knows it. It is also the only way the readout at the end can say anything more useful than 'we got some engagement'.

3. 3.Fan out into per-channel sub-issues with owners

   Paid creative, email sequence, landing page, social, PR — each becomes its own sub-issue with a named owner and its own lead time. Landing pages and paid creative usually have the longest lead times and are usually started last, which is worth checking explicitly during Producing.

4. 4.Do not let Scheduled be a synonym for done

   Scheduled means the assets exist and are queued. It is worth its own column because it is the last point at which a mistake is cheap: a broken link in a scheduled email is a five-minute fix, and the same link in a sent email is a correction email to your whole list.

5. 5.Hold the readout even when results are bad

   Move to Measuring on a fixed interval after go-live and write the readout against the goal you set at briefing. The campaigns worth reviewing most carefully are the ones that missed, and those are exactly the ones teams quietly skip. A readout culture that only celebrates is a readout culture that teaches nothing.

This board encodes one opinion about how the work should run. Here is where that opinion is wrong and something else fits better.

• You run always-on programmes rather than campaigns. Continuous paid acquisition, evergreen SEO and lifecycle email have no briefing-to-measuring arc — they are optimised continuously, and forcing them into campaign columns produces cards that never move.
• Your marketing automation platform already owns the workflow. HubSpot, Marketo and their peers model campaigns as objects with attribution, and a parallel board means the numbers on the card and the numbers in the platform will disagree.
• You are a one-person marketing team. The brief-and-fan-out structure coordinates specialists. With one specialist there is nothing to coordinate, and the overhead is real.
• You need multi-touch attribution to judge results. This board holds a goal and a readout; it does not model attribution across touchpoints. If the readout requires knowing which touch drove the conversion, that answer lives in your analytics stack.

Honest comparisons, including where the other tool wins. Planoda is pre-launch, so nothing below is a benchmark — it is a description of how each product approaches this job.

• Asana

  Asana's campaign templates plus portfolio views across concurrent campaigns are a mature version of this, with proofing and approval workflows for creative built in. This template is the same arc with less machinery and a harder opinion about the measuring stage.

  Where Asana is better: For creative approval routing — versioned proofs, annotations, sign-off from brand or legal — Asana handles a workflow that this board does not model at all.

• Monday

  Monday is heavily used by marketing teams for exactly this, and its dashboards across campaigns are its strongest card: budget spent, status by channel, timeline, all in a view a CMO will actually open. This board is oriented to the campaign team rather than the reporting layer.

  Where Monday is better: If you report campaign status upward regularly, Monday's dashboards and its visual status language do that better than reading a board.

• HubSpot

  Running campaigns where the CRM lives means assets, emails, landing pages and attribution attach to the campaign object automatically, so the readout is generated rather than assembled. That is a real advantage this board cannot match.

  Where HubSpot is better: Attribution and results reporting are natively better in a marketing platform, because it owns the data. The honest use for this board is coordinating the work that happens outside the platform.