Free template

Year-End Campaign planning template

This template integrates seamlessly into Google Sheets so you can easily share it across your whole team, or you can download it as an Excel file. Either way, don't wait until the last minute to plan your campaigns.

A laptop on a desk showing campaign performance charts

The template includes

Plan it, run it, report on it

Campaign overview

A brief description of the campaign, its goals, budget and timeline, so you can easily come back and review for next year.

Planning schedule

Lay out who is responsible for each part of the campaign and when each element needs to be completed, so every team member stays on track.

Complete tracking forms

Know whether your campaign hit its goals, have the data for easy reporting to boards and executives, and know your benchmarks for next year.

Free template

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