Creative Agency Blog

Why Marketing Projects Need A Work Plan

By Posted in - Knowledge Base on December 15th, 2017 0 Comments

You’ve got a campaign. It is set to launch in a couple of months. There are several assets that need to be created (some illustrations, some print designs, a media buy, and a couple of short animations). That’s great news. You need a work plan.

1. What is a work plan?

A work plan is a document used to organize a project. It is essentially a road map to completing a quality project within a given amount of time and in compliance with a set budget. The heart of the work plan is a timeline.

2. What are the benefits of using a work plan?

  • Complete projects on time
  • All stakeholders know what is expected of them and when
  • People can be held accountable for missed steps and/or support can be called in to right the ship as needed, before it’s too late

3. What does a work plan look like?

Work plans come in many different shapes and sizes.

  • We find the most effective method is to set it up in a spreadsheet.
  • Columns contain every business day between the signing of a contract and the deadline.
  • Rows contain every project component.
  • Action items are colour-coded in cells.
Sample Work Plan

This is a screenshot of a sample work plan. There is a link to the Google Sheets version of the work plan below.

We created a public Sheets version here. We don’t worry too much about the design of the work plan. Work plans are for internal communications and we prefer not to charge the client for designing this document.

4. How is the work plan used?

  1. The work plan is created by the project manager at the onset of the project. It is the very first deliverable.
  2. The client reviews and suggests edits or signs off. It becomes an appendix to the contract.
  3. Tasks may be kept in this format, or transferred to another method of choice. For example, some prefer:
    • a digital calendar with reminders
    • a task manager app such as Basecamp
    • a white board next to their desk
  4. As the project manager checks the plan, the status of each of the deliverables is determined by contacting the one responsible for it.
  5. As deliverables are completed, they are struck through or removed from the task list so that the status is known.

We hope you found this useful and interesting. Do you have any questions about or comments on our work plan? Hit us up in the comments and we’ll get back to you.

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