| Project charter | Objective, scope, assumptions, constraints, success measures, governance, and exclusions. | Document or workspace page | Discovery and scope | Business goal, sponsor, constraints, and decision rights |
| Integrated delivery plan | Workstreams, milestones, dependencies, owners, dates, and review gates. | Project platform and export | Planning | Campaign plan, team availability, and critical dates |
| Responsibility matrix | Responsible, accountable, consulted, and informed roles across workstreams. | RACI matrix | Planning | Stakeholder list and authority levels |
| Campaign calendar | Channel activity, content, asset, launch, event, and reporting dates. | Calendar, board, or timeline | Planning and execution | Channel priorities and campaign dates |
| Brief and intake system | Request form, required fields, priority rules, routing, and service expectations. | Form and workflow | Setup | Request types, approval rules, and user groups |
| Risk, issue, and decision log | Delivery risks, current issues, owners, actions, decisions, and escalation status. | Register and dashboard | Throughout delivery | Timely risk disclosure and decisions |
| Approval workflow | Review stages, criteria, approvers, version control, and sign-off record. | Workflow and checklist | Production and QA | Named approvers and review requirements |
| Status report | Progress, variance, milestones, actions, risks, decisions, budget, and next steps. | Dashboard, document, or presentation | Throughout delivery | Leadership information needs and reporting cadence |
| Launch readiness checklist | Asset, channel, tracking, legal, technical, support, and stakeholder confirmations. | Checklist and dashboard | Pre-launch | Specialist sign-offs and final approvals |
| KPI dashboard | Delivery metrics and agreed marketing indicators with definitions and limitations. | Dashboard or report | Reporting | Data access, baselines, and metric owners |
| Retrospective and improvement plan | Lessons learned, root causes, successful practices, and prioritized process actions. | Workshop record and action plan | Post-delivery | Stakeholder participation and evidence |
| Operating guide | Workflow, roles, service levels, naming conventions, reporting, and governance instructions. | Process documentation | Handover or ongoing service | Internal standards and future ownership |