Marketing Agency Project Plan Template
A free, editable project plan template in Word, PDF, Excel and CSV for marketing agency campaigns, websites, content and launches.
Free ยท Word, PDF, Excel and CSV files
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Word, PDF, Excel and CSV files |
| Price | Free |
| Files | Stelaah Marketing Agency Project Plan Template.zip (6 KB) |
| Works with | The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM. |
| Licence | Use it yourself, on all your devices. Please do not share or resell the files. |
| Language | English |
| Includes | 12 checklist items, 5 spreadsheet columns, 4 file formats |
An editable project plan for campaigns, website work, content, launches, and other agency engagements from brief through measurement and closeout.
Start from real columns and sample rows. A ready-to-use spreadsheet with the columns Phase, Task, Owner, Status and Due date, and 4 example rows so the structure is immediately clear.
The checklist. Brief and commercial context: Record the business outcome, audience, offer, channels, deliverables, budget, dates, and constraints; Link the accepted scope, assumptions, exclusions, and change process; Name the client decision maker and internal project owner. Plan and dependencies: Break deliverables into milestones with owners and acceptance criteria; Map client inputs, specialist dependencies, production lead times, and launch prerequisites; Reserve review, revision, contingency, and quality assurance time. Review and launch: Define internal review and client approval rounds by exact version; Confirm tracking, accessibility, legal, brand, and channel checks as applicable; Record launch authorization, rollback owner, monitoring window, and issue path. Closeout: Confirm delivery, approvals, source files, documentation, and client access; Reconcile time, external costs, invoices, payments, and margin; Capture results, limitations, learning, follow-up, and reusable improvements.
Treat this as a starting point, not automatic authority. Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.
Get it free in the Stelaah Store
See inside
What's inside
4 formats in one download: Word, PDF, Excel and CSV.
| Section | Pages or size |
|---|---|
| Spreadsheet | 5 columns, 4 sample rows |
| Brief and commercial context | 3 checks |
| Plan and dependencies | 3 checks |
| Review and launch | 3 checks |
| Closeout | 3 checks |
Who it's for
- Marketing agencies
- In-house marketing teams
- Freelance marketers
You may be looking for
- marketing agency project plan template
- campaign plan template
- project timeline spreadsheet
Works with
The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM.
Questions
- Which apps does it work with?
- The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Marketing Agency Project Plan Template.zip (6 KB).
- Can I share or resell it?
- Use it yourself, on all your devices. Please do not share or resell the files.