Media campaign
Media workstream. 15 stages, 2 gates. Any stage that is not a gate can be skipped on a campaign.
Edit stages
Reorder the stages, rename them, set the owner role and the SLA in working hours, and mark the gates. A stage key is fixed once the stage is created. The request stage optimization has to stay on the process, because that is where requests land. A stage taken off here keeps working on every workstream that already carries it, since those stage rows were seeded when the workstream was created. Only new workstreams pick up this list.
#KeyNameOwner roleSLA hoursGateMoveRemove
1
receive_brief
2
internal_kickoff
3
strategy_response
4
media_strategy
5
media_plan
6
tracking_reporting
7
internal_review
8
client_signoff
9
finance_po
10
dashboard
11
campaign_build
12
qa
13
launch
14
optimization
15
eoc
#StageWhat happensOwnerSLAChecklists
1
Receive client briefWorkbook: Receive Client Brief
- Receive client/HE brief
- Review objectives, audience, budget, timings, deliverables and any existing strategy
- Identify any gaps or questions
- Confirm receipt and expected response timeline
2
Internal kick offWorkbook: Internal kick-off
- Arrange internal kick-off with Account, Strategy, Media, Creative, Digital/Tech and Research as required
- Talk through the brief, objectives, deliverables, timings and responsibilities
- Agree approach, owners and key milestones
- Identify any dependencies or risks
3
Respond to brief and overall strategyWorkbook: Respond to brief / overall strategy
- Develop or confirm the overarching campaign strategy
- Agree audience, proposition, objectives, KPIs and customer journey
- Translate HE/client objectives into clear campaign requirements
4
Develop media strategy
- Media team develops the media approach against the agreed strategy
- Determine audience targeting, funnel approach, budget allocation and phasing
- Develop initial media recommendation
5
Channel selection and media planWorkbook: Channel selection & media plan
- Confirm recommended channels and role of each channel
- Build detailed media plan and budget split
- Confirm campaign dates, audiences, formats and required assets
- Sense-check against available budget and objectives
6
Tracking and reporting requirementsWorkbook: Tracking & reporting requirements
- Confirm conversion points and KPIs
- Agree tracking requirements, UTMs, pixels, naming conventions and any CRM requirements
- Confirm reporting requirements and frequency
- Identify dashboard requirements
7
Internal review
- Review strategy, media plan, budget, tracking and reporting internally
- Ensure all teams are aligned and deliverables are achievable
- Resolve any outstanding questions before client presentation
8
Client presentation and sign offGateWorkbook: Client presentation / sign-off
- Present strategy and media recommendation
- Take client feedback and make amendments
- Secure formal approval of strategy, media plan, budget and timings
9
Finance and POGateWorkbook: Finance / PO
- Finalise quotation
- Obtain client PO
- No campaign activity proceeds without required financial approval
- Confirm Invoiced
10
Dashboard request and buildWorkbook: Dashboard request & build
- Submit dashboard request using the agreed KPIs, channels, campaign structure and reporting requirements
- Dashboard/reporting environment built
- Check data connections and tracking
11
Campaign build
- Media accounts/campaigns set up
- Audiences, targeting, budgets and schedules applied
- Creative/assets uploaded
- Tracking implemented
12
QA
- Check campaign setup, links, creative, targeting, budgets, tracking and reporting
- Complete final internal checks
- Resolve any issues before launch
13
Launch
- Campaign goes live
- Confirm delivery, spend and tracking are working correctly
- Monitor closely during initial launch period
14
Live, optimization and reportingRequests land hereWorkbook: Ongoing optimisation & reporting
- Monitor performance against agreed KPIs
- Optimise budgets, audiences, creative and channels
- Provide agreed reporting/dashboard updates
- Escalate any issues or material changes to the client
15
EOC, learnings and recommendationsWorkbook: EOC
- Learnings & Recommendations
SLA counts working hours, nine to half five Monday to Friday in the account timezone. A gate cannot be skipped, only passed with a note.