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Planning & Strategy

8 templates

Comms plans, audience segmentation, channel strategy, campaign briefs, objectives

Planning & Strategy Advanced 28 minutes to complete the briefing document; additional time for Q&A prep depending on complexity

Analyst Relations Briefing Document

A structured briefing document for analyst meetings — covering company narrative, competitive positioning, product roadmap framing, proof points by analyst priority area, a Q&A prep grid, and post-briefing follow-up template.

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Planning & Strategy Starter 23 minutes Featured

Audience Segmentation Worksheet

Define, profile, and prioritise distinct audience segments to tailor communications and allocate resources effectively.

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Planning & Strategy Intermediate 28 minutes Featured

Campaign Brief

A comprehensive campaign planning document that aligns stakeholders on objectives, strategy, creative direction, and execution before work begins.

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Planning & Strategy Intermediate 24 minutes Featured

Channel Strategy Matrix

Map messages to optimal channels with strategic rationale based on audience behaviour and campaign objectives.

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Planning & Strategy Starter 18 minutes Featured

Communications Plan One-Pager

A single-page strategic overview that captures your communications objectives, audiences, approach, and measurement without the need for a 40-page deck.

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Planning & Strategy Intermediate 26 minutes Featured

Objectives & Measurement Framework

Define SMART communications objectives and establish key performance indicators to measure campaign success.

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Planning & Strategy Starter 24 minutes Featured

Quarterly Comms Planning Grid

Create a 90-day communications calendar with activities, owners, and dependencies to align teams and ensure consistent execution.

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Planning & Strategy Starter 22 minutes

Stakeholder Mapping Matrix

A systematic framework for identifying, analysing, and prioritising stakeholders based on their power, interest, and support levels to inform engagement strategy.

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