- Which projects are coming up in the pipeline.
- What they need to be working on right now.
- When their deadlines are, so they don't get missed.
What is a Marketing Timeline?A marketing timeline allows your entire marketing team to see all projects, events, campaigns, and sales that will be happening throughout the year. They can be used to map out deadlines on a quarterly, annual, or per-project basis.
Why Should Your Team Have a Marketing TimelineThere are many reasons why a marketing team would adopt a marketing timeline into their overall marketing strategy.
- Timelines allow your team to see a full overview of which marketing activities are coming up.
- They allow you to (as we say at CoSchedule) plan your work, then work your plan. Planning ahead can mean the difference between a well-executed project and one that is thrown together haphazardly.
- Finally, they help keep all of your marketing tasks on track. These brief overviews can show each member of your marketing team what they need to get done for a specific project — more importantly, when it’s due. That means less stress and fewer missed deadlines.
Create an Annual Marketing TimelineThe first timeline your marketing team will need to create is an annual marketing timeline. These should contain every project, sale, and campaign that you plan to run in a year. Why is a timeline like this so important? This timeline is the one that you will base every other marketing timeline after. This is your home base, so to speak. Let’s move on to how to fill out the annual template that you just downloaded. In the bottom of your spreadsheet, there’s a project notes section. For each one of your projects, sales, and campaigns, fill out the:
- Team that’s responsible for this project
- Team budget
- Resources you might need
- Goals you have
Organize Your Marketing and Sales Campaign TimelineThe next template we’re going to walk you through is your marketing and sales campaign timeline. Your marketing and sales campaign timeline is going to help track every sale and accompanying promotional campaign. This will help you avoid last minute planning or forgetting about a sale entirely. After all, as a marketer, you have a lot to do.
Your marketing and sales campaign timeline is going to help track every sale and accompanying promotional campaign.Click To Tweet
- Seasonal sales
- Social media
- Blog posts
- Landing pages
- Email newsletters
- Press releases
- Print ads
Map Out Projects With Your Project Timeline TemplateThe next template in your bundle is your project timeline template. This template will help you break down each one of the projects and campaigns that you listed in your annual marketing timeline. Why is a project timeline like this so critical? Each one of your projects is going to have multiple moving parts that it can become hard to keep track. Your project timeline will help you see all of those moving pieces on a project or campaign-based level. This provides a more granular view of each project’s timeline, giving visibility to anyone working for when their part is due.
Your project timeline will help you see all of those moving pieces on a project or campaign-based level.Click To Tweet
IdeationThe ideation phase of your project planning is the first phase. This is where the initial idea of your project comes to fruition. Your template should include the following steps:
- Project plan: What does the overarching process of your project planning look like?
- Initial launch: Decide when your official launch date will take place.
- Meeting set up: When are your meetings going to occur, and who needs to be in which ones?
PlanningThe next phase of your project is the planning phase. This is the phase where you need to determine everything you need to do to publish the project. It could include things like:
- Project scope: What needs to be completed to consider this project ready for launch?
- Goal setting: What are you hoping to achieve at the end of this project?
- Budgeting: What funds do you have to complete the project? Where are they going?
- Work breakdown: Who is doing what on this project? What are their deadlines?
- Contacts: Who are your key points of contact?
ExecutionNext is the execution phase of your project. At this point, you’ve hit the Go button, and now you need to keep track of everything that is going on. How you decide to keep track of your execution process will be up to you. Here are a few things you could add to your timeline.
- Project launch: When are you publishing your project?
- Status and KPI tracking: What is the status of your project, and what metrics do you need to track to make sure that you’re going to make your goal?
- Objective execution: Is each objective you planned being completed?
- Performance of project: What is the status of your project, and can it run the full course of your plan?
MeasurementThe last phase of your project is going to be measurement. In this phase, you’re going to assess the data you gathered and determine if the project was a success or not. This phase usually falls into four steps:
- Project debrief: Gather your team and talk about the successes or failures of the entire project.
- Time and cost tracking: Was your project completed on time and on budget?
- Goals met: Did you meet your goals?
- Reporting: Are there any reports that you need to put together for those who were not an active part of your project?
Plan Events Marketing Event Timeline TemplateThe last template in your bundle is your marketing event timeline template. This template will help your team organize an event from start to finish. Why is a timeline like this important? Even if it is small, there are still lots of moving pieces that need to be taken care of in order to execute an event smoothly. Your timeline can help keep you on track and allow you to plan ahead for what is coming next.
There are lots of moving pieces that need to be taken care of in order to execute an event smoothly.Click To Tweet
- Final preparation
- Post event
PlanningThe planning phase of your event usually happens six to eight months before your event takes place. Here are some steps you could take:
- Ideation. What do you want your event to be?
- Setting goals. What do you want your event to accomplish?
- Defining roles and responsibilities. Who is in charge, and who is taking care of what part of your event?
- Determining when and where event meetings take place. Who needs to be at what meeting and when?
- Deciding how many attendees need to be at an event. Is your event being enacted on a large scale with hundreds of people, or are you planning a small get together?
- Setting an event budget. How much money does your event planning committee have to spend?
- Finding your vendors and venue. Where is your event taking place, and who will be taking care of details, like food, music, etc.?
- Creating an emergency plan. What happens if something goes wrong at the venue, weather, etc.?
- Social campaigns promoting your event
- Including event information in your email newsletters
- In-store signage
- Printing promotional posters and more
Final PreparationsThe next phase of your event planning is going to be final preparations. These are the last things that your event planning team will need to take care of before the actual event takes place. It should include things like:
- Confirming your vendors. Is everyone you paid to help complete your event going to show up?
- On-site run through (if needed). Do you have a significant change or part of your event that needs to be practiced in the space beforehand?
- Creating your day of event timeline. Create a timed list of who needs to be doing what and when.