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# Campaign planning template
- URL: https://www.customermarketingalliance.com/campaign-planning-template-framework/
- Published: 2023-08-14T14:45:00.000Z
- Updated: 2026-08-25T09:56:35.000Z
- Description: A structured project tracker that takes a marketing campaign from planning and research through prep, launch, and post-launch evaluation.
- Author: Customer Marketing Alliance
- Tags: Premium, Exclusive content, Strategy, Templates, Templates and Frameworks

## What is a campaign planning template?

A campaign planning template is a structured project tracker that takes a marketing campaign from planning and research through prep, launch, and post-launch evaluation, with a built-in RACI chart so every task has a clear owner. 

Instead of a campaign living across scattered docs and messages, it becomes one tracked plan with priority, dates, status, and who's Responsible, Accountable, Consulted, or Informed on each task.

## What's inside the template?

The template covers six stages, each broken into specific tasks with a RACI column for accountability:

1. Planning and research
2. Campaign prep
3. Marketing launch prep
4. Pre-launch testing
5. Actual launch
6. Post-launch testing

## How to use the template

Work through the stages in order, filling in what to include, priority, dates, and status for each task before moving to the next stage. Assign a RACI role to every task so there's no ambiguity about who's actually doing the work versus who just needs to know about it.

Treat it as a living tracker, not a one-time plan: update status and dates as the campaign progresses, and use it to spot what's overdue or on hold before it becomes a bigger problem.

## Download your campaign planning template

![Campaign planning template](https://storage.ghost.io/c/16/4c/164ccee2-1afe-418d-8b1c-b185533d0b88/content/images/2026/08/Campaign-planning-template.png)

[Campaign planning template - Campaign planning template (1)Campaign planning template - Campaign planning template (1).pdf64 KBdownload-circle](https://www.customermarketingalliance.com/content/files/2026/08/Campaign-planning-template---Campaign-planning-template--1-.pdf "Download")

[Campaign planning templateCampaign planning template.xlsx71 KBdownload-circle](https://www.customermarketingalliance.com/content/files/2026/08/Campaign-planning-template.xlsx "Download")

[Campaign planning template![](https://storage.ghost.io/c/16/4c/164ccee2-1afe-418d-8b1c-b185533d0b88/content/images/icon/spreadsheets-2026-v3-9f4530bd-8901-423c-b5bb-f35adae8b81e.ico)Google Docs![](https://storage.ghost.io/c/16/4c/164ccee2-1afe-418d-8b1c-b185533d0b88/content/images/thumbnail/AHkbwyKbsdXLuFphL5Kfqqid1K_TOB-hvUOlmv9Z9kYbli_bV3M96hcWuTX-555Idj1xF-WRd8bSi4l3ukuRrncAk_MWYNSRGdoRx9TMIyMJ6pLHnyAF44fx-w1200-h630-p-043aebb8-11c1-4249-a307-bd41053893d4)](https://docs.google.com/spreadsheets/d/1pVwYNGsv5IVNkaBWSDSoAJl1TDIRcW9BLJBUyMnrbE0/edit?gid=0#gid=0)