The toolkit
Canvases, templates, checklists, worksheets and calculators to use today. Each one is built on a named framework, explained with its sources, and ready to fill in here, print or download. What you type stays in your browser.
Canvases2
One page that holds a whole idea, filled in together.
- The IMC plan canvas: the whole integrated plan on one pageEight boxes, filled in order, that turn a business problem into one integrated plan: situation, objectives, audience, message, mix, timing, budget and measurement. Built on PR Smith's SOSTAC and the marketing plan outline in Kotler and Keller.
- The measurement framework: from objectives to organisational impactA canvas that links the organisation's objective to the communication objectives, then to inputs, activity, outputs, out-takes, outcomes and impact, with a metric, baseline, target and source for each. After AMEC's Integrated Evaluation Framework and the Barcelona Principles.
Templates2
The documents a plan needs, with the headings already right.
- The agency brief template: the client's business brief to every agencyThe brief a client sends to its agencies and internal teams: where the business is now, where it needs to be, who it must reach, what the work must achieve, the budget, timing and rules, and how success will be measured. One brief for every discipline, after the industry's joint briefing guides.
- The campaign calendar: phases, key dates and the flighting of every disciplineOne timeline that shows every discipline phase by phase: when each is off, light or heavy, the phases of the campaign, the fixed dates it must respect and the dependencies between teams. With the scheduling patterns of media planning: continuity, flighting and pulsing.
Checklists1
What to check before it goes out, ticked off as you go.
Worksheets2
Questions to work through, one decision at a time.
- The PESO channel audit: paid, earned, shared and owned on one gridA worksheet that lists every channel the brand uses under paid, earned, shared and owned media, with the job each does, its budget or effort, its owner and its KPI, so gaps, overlaps and over-reliance show at a glance. After Gini Dietrich's PESO model.
- The integration RACI: who is responsible, accountable, consulted and informedA matrix of the activities in an integrated programme against the people and agencies involved, marking for each who does the work, who signs it off, who is consulted and who is kept informed. A general project-management practice, defined in PMI's lexicon, applied to marketing teams and agencies.
Calculators1
The arithmetic behind a rule of thumb, with its source and its limits.