Marketing Agency Project Plan Template

An editable project plan for campaigns, website work, content, launches, and other agency engagements from brief through measurement and closeout.

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Name the record before using the checklist.

ClientProject outcomeTarget launch dateProject ownerClient approver

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Brief and commercial context

Record the business outcome, audience, offer, channels, deliverables, budget, dates, and constraintsLink the accepted scope, assumptions, exclusions, and change processName the client decision maker and internal project owner

Notes and exceptions

Plan and dependencies

Break deliverables into milestones with owners and acceptance criteriaMap client inputs, specialist dependencies, production lead times, and launch prerequisitesReserve review, revision, contingency, and quality assurance time

Notes and exceptions

Review and launch

Define internal review and client approval rounds by exact versionConfirm tracking, accessibility, legal, brand, and channel checks as applicableRecord launch authorization, rollback owner, monitoring window, and issue path

Notes and exceptions

Closeout

Confirm delivery, approvals, source files, documentation, and client accessReconcile time, external costs, invoices, payments, and marginCapture results, limitations, learning, follow-up, and reusable improvements

Notes and exceptions

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.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Marketing Agency Project Plan Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Brief and commercial context

Plan and dependencies

Review and launch

Closeout

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?