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How to plan campaigns that perform
A successful campaign begins long before the first asset is designed or the first post goes live. It requires a sound strategy, realistic timing, a coordinated team and clear responsibilities.
Phase 1: Preparation, laying the foundations
Before you start the creative work, it is important to clarify the most important framework conditions:
- What should the campaign achieve?
- Who is the target audience?
- Which channels will be used for communication?
- And how much budget is available?
This phase is about defining measurable goals, involving stakeholders and clarifying the project structure. The composition of the team is also crucial. Who will take on which role? Are there external partners or freelancers who need to be involved?
A clear overview prevents bottlenecks later on.
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Phase 2: Concept, strategy meets creativity
The campaign concept is developed based on the defined goals.
Here, the following steps are taken:
- Messages are refined,
- channels are selected,
- measures are developed,
- timings are planned.
Depending on the type of campaign – whether awareness, lead generation or product launch – the content and priorities differ significantly.
It is important that creative ideas are always aligned with the strategic objectives.
At the same time, dependencies must be taken into account: When does which material need to be available? Which approvals are required? And how do individual measures interact?
Phase 3: Planning & coordination
Once the concept and channels have been determined, concrete implementation planning begins.
- Who is working on what and when?
- Which tasks need to be completed and in what order?
It is crucial to maintain an overview, especially in agencies with several projects running in parallel.
Our template helps here: it allows for the visual representation of all tasks, dependencies and deadlines, within the team, with freelancers and in coordination with clients.
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Phase 4: Production
Whether it's text, design, video or landing page: everything comes together in the production phase. Clear task allocation, realistic timings and short feedback loops are now crucial to avoid delays.
Thanks to the clear structure of the project plan, everyone involved can concentrate on their tasks without constantly having to ask where things stand or who is currently working on what.
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Phase 5: Launch
Things often get hectic again shortly before the campaign launch. Final corrections, customer feedback, technical checks. A clear launch checklist and a defined approval procedure help to get through this phase in a controlled manner. You can easily create this as a task in your campaign project so that it is perfectly tailored to your quality checks.
Phase 6: Optimisation – learning from experience
After the go-live comes the reporting:
- Which measures worked?
- Which KPIs were achieved?
- Are there any lessons to be learned for future campaigns?
A structured evaluation is the basis for sustainable improvement, both in terms of collaboration and performance.
Routines such as retrospectives, reporting and feedback rounds help to highlight successes and avoid stumbling blocks in the future. This way, each campaign becomes a little better than the last.
More profitable campaigns with the right setup
Why start from scratch every time when you can fall back on proven processes? With our template, every campaign plan becomes more efficient – individually customisable and always up to date.
Our template provides you with the structure you need to keep track of all projects, resources and deadlines, ensuring successful projects and happy customers.
Whether you work with in-house teams, freelancers or customers, awork ensures that everyone involved knows what to do – when, how and with whom.
This keeps your team busy, your timings realistic and your campaigns profitable.
Why agencies rely on awork
🎯 Multi-project planning with capacity overview: for reliable timings and on-time campaigns.
📅 Task management with calendar sync: for realistic deadlines and smooth collaboration.
📢 Real-time collaboration: clients, freelancers and teams on one platform, without email overload.
💰 Real-time budget tracking: for profitable campaigns instead of cost explosions.
Put an end to project organisation overload. Bring on efficiency.
With the awork campaign planning template:
- You save yourself tool changes and manual copy-pasting.
- You keep to your timings, even when things get stressful.
- Your team remains productive – but not overworked.
- Your customers get reliable results – and you get more referrals.
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