| Project brief | Business objective, audience, scope, assumptions, stakeholders, exclusions and success criteria | Brief document | Discovery and scoping | Goals, current context, stakeholders and constraints |
| Marketing audit summary | Review of current activity, assets, channels, data, messaging and project readiness | Assessment report | Baseline review | Platform access, performance data and current materials |
| Campaign plan | Audience, offer, messaging, channels, asset needs, timing, owners and launch requirements | Campaign planning deck or document | Planning | Product input, budget range, brand guidance and approvals |
| Content and creative briefs | Messages, formats, references, specifications, channel requirements and review criteria | Brief templates and production notes | Production setup | Brand rules, approved claims and subject-matter expertise |
| Landing-page and conversion requirements | Page objective, content structure, CTA logic, tracking needs, accessibility and QA checks | Page brief or wireframe notes | Implementation planning | Website access, offer details and conversion definitions |
| Channel setup checklist | Paid media, SEO, email, CRM, analytics and publication requirements where relevant | Checklist and task board | Setup | Platform permissions, audience rules and technical owner |
| Measurement framework | KPIs, baseline requirements, reporting frequency, data sources and attribution limitations | KPI dictionary and dashboard specification | Setup and reporting | Analytics, CRM and commercial definitions |
| Project management board | Workstreams, owners, due dates, dependencies, status, issues and change-control records | Shared workspace | Delivery | Team access, response expectations and escalation owner |
| Quality assurance records | Pre-launch checks, review notes, content approvals, tracking validation and issue resolution | QA checklist and launch log | Launch | Review participation and platform access |
| Performance and handover report | Completed work, findings, lessons, open items, next priorities and support recommendations | Report and handover documentation | Closeout or optimisation | Final data, stakeholder feedback and operational context |