Integrated Marketing Campaign Process Doc

Jordan Backues

If you manage campaigns, you know how important it is to stay organized and aligned. That’s why I created this template!

As the lead for Demand Gen and Integrated Campaigns, I searched everywhere for a resource like this but came up empty—so I built one. I figured others might find it useful too, so I wanted to share.

This document is designed to be a standardized, centralized hub for planning and executing integrated marketing campaigns. It offers a clear framework to align teams, ensure consistency, and streamline communication across channels. By consolidating all elements—target audience, deliverables, KPIs, and more—into one place, it serves as a single source of truth for all stakeholders.

Feel free to download this template, save it, and tailor it to suit your organization’s needs!

Why It’s Important:
Often overlooked, a detailed and organized campaign process document is crucial for seamless execution and cross-functional collaboration. Without it, campaigns can become fragmented, and teams may lose sight of objectives, timelines, and dependencies.

Key Benefits:

• Centralized Information: Acts as a single repository where all campaign details, links to supporting documents, and owner responsibilities are accessible.
• Enhanced Visibility: Allows for easy tracking of deliverables and status updates, helping to keep everyone aligned and accountable.
• Efficiency and Consistency: Streamlines workflows, reducing redundancy and ensuring all assets and communications align with the overarching campaign strategy.
  
  If you have any questions or feedback, drop a comment!

External Master Template Integrated Campaign.pdf

Claire Couch

Love this @Jordan Backues! A great template that can be used across so many functions.

José Forte

Hey @Jordan Backues amazing job here!

After the kickoff and alignment phase do you use this doc for anything else like checking performance?

If so what's the feedback of non-operational oriented roles (roles that are not suuuuper aware what's on the backend of those campaigns), it pushes them to more data led actions?

Jordan Backues

@José Forte I hold bi-weekly calls with all stakeholders throughout the planning phase to keep teams coordinated. Once the campaign goes live, we transition to monthly calls focused on performance readouts, where we include non-operational roles. These readouts are presented in a campaign deck, with the process document referenced as needed but primarily used for alignment rather than performance analysis.

In these monthly sessions, non-operational roles share their insights and feedback, which we actively consider. This structure allows us to discuss any necessary pivots based on performance data.

José Forte

Thanks for sharing @Jordan Backues 💪💪