AI Campaign Planning Template

# AI Campaign Planning Template ## Campaign Overview **Campaign Name:** [Campaign Name] **Campaign Owner:** [Owner Name & Title] **Start Date:** [Date] | **Target Launch:** [Date] | **Duration:** [# weeks] **Executive Summary:** [2-3 sentence summary of what this campaign does, why now, and the expected business impact] --- ## The Problem & Opportunity ### Current State (Operational Friction) **High-Friction Workflow:** [Describe the specific marketing process that is slow, manual, or creating bottlenecks] **Time Leakage:** [Quantify: hours/week spent on this workflow, team members involved, approval cycles] **Revenue at Stake:** [What pipeline, conversion, or engagement metric is being impacted by this friction?] **Operational Debt Cost:** [Describe coordination overhead, rework cycles, or tool sprawl created by this workflow] ### Why AI Solves This [Explain specifically how AI addresses the friction point above—not "AI is powerful" but "AI removes the bottleneck by [specific mechanism]"] --- ## Campaign Scope & AI Implementation ### Campaign Objective **Primary Goal:** [e.g., Increase content output by 40% while maintaining brand voice; Reduce campaign setup time from 3 weeks to 5 days] **Success Metric:** [Single, measurable outcome tied to revenue or efficiency] ### AI Use Cases (Ranked by Impact) | Use Case | AI Tool/Model | Input | Output | Time Saved | Owner | |----------|---------------|-------|--------|------------|-------| | [e.g., Email subject line generation] | [e.g., ChatGPT + brand guidelines] | [e.g., Campaign brief, audience segment] | [e.g., 10 A/B tested subject lines] | [e.g., 4 hours/week] | [Name] | | [Use Case 2] | [Tool] | [Input] | [Output] | [Time] | [Name] | | [Use Case 3] | [Tool] | [Input] | [Output] | [Time] | [Name] | ### Workflow Redesign **Before (Current State):** [Step 1] → [Step 2] → [Step 3] → [Approval] → [Rework] → [Launch] **After (AI-Enabled):** [Step 1] → [AI-Assisted Step 2] → [Step 3 (faster)] → [Streamlined Approval] → [Launch] **Cycle Time Reduction:** [X days] to [Y days] --- ## Resource & Technology Requirements ### AI Tools & Infrastructure | Tool | Purpose | Cost/Month | Vendor | Status | |------|---------|-----------|--------|--------| | [Tool Name] | [e.g., Content generation] | $[Cost] | [Vendor] | [Approved/Pending] | | [Tool Name] | [e.g., Performance analysis] | $[Cost] | [Vendor] | [Approved/Pending] | **Total Monthly AI Investment:** $[Amount] ### Team & Training - **Core Team:** [Names/roles of people executing this campaign] - **AI Literacy Required:** [e.g., Prompt engineering, output QA, brand compliance review] - **Training Plan:** [e.g., 2-hour workshop on [tool], weekly office hours, brand guidelines checklist] - **Governance Owner:** [Who ensures outputs meet brand, legal, and data standards?] --- ## Governance & Risk Mitigation ### Brand & Compliance Guardrails **Brand Voice Safeguards:** - [e.g., All AI-generated copy reviewed against brand guidelines checklist before publication] - [e.g., Tone & messaging templates provided to AI tools to constrain outputs] **Data & Privacy:** - [e.g., No customer PII fed into external AI tools; all data anonymized] - [e.g., Data residency: [Region]; Vendor compliance: [SOC 2/GDPR/etc.]] **Output Quality Control:** - [e.g., 100% human review of [output type] before launch] - [e.g., Automated flagging of [risk type] for manual review] **Shadow AI Prevention:** - [e.g., Approved tool list shared with team; unapproved tools blocked] - [e.g., Monthly audit of AI tool usage across team] --- ## Financial Model & ROI ### Investment | Category | Cost | Timeline | |----------|------|----------| | AI Tools (monthly) | $[Amount] | Ongoing | | Training & Setup | $[Amount] | Weeks 1-2 | | QA/Governance Infrastructure | $[Amount] | Weeks 1-4 | | **Total First-Month Cost** | **$[Amount]** | — | ### Returns (Quantified) **Efficiency Gains:** - [e.g., 10 hours/week saved on copywriting = $[annual salary value] annually] - [e.g., 3-week campaign cycle → 5-day cycle = 2 additional campaigns/quarter = [revenue impact]] **Quality/Performance Gains:** - [e.g., AI-optimized subject lines lift open rate from 18% to 22% = [additional pipeline value]] - [e.g., Faster iteration enables [X additional tests/quarter] = [incremental conversion lift]] **Total Year 1 ROI:** | Metric | Value | |--------|-------| | Efficiency Savings | $[Amount] | | Revenue Lift | $[Amount] | | **Total Benefit** | **$[Amount]** | | **Total Cost** | **$[Amount]** | | **Net ROI** | **[X]%** | | **Payback Period** | **[X weeks/months]** | --- ## Implementation Roadmap ### Phase 1: Foundation (Weeks 1-2) - [ ] Finalize tool selection & procurement - [ ] Conduct team training on [tool] & brand guidelines - [ ] Build QA checklist & governance process - [ ] Set up data flows & integrations ### Phase 2: Pilot (Weeks 3-4) - [ ] Run AI-assisted workflow on [specific campaign/segment] - [ ] Collect quality & efficiency metrics - [ ] Iterate on prompts, guardrails, and QA process - [ ] Document learnings & refine playbook ### Phase 3: Scale (Weeks 5+) - [ ] Roll out to full campaign - [ ] Monitor ROI metrics weekly - [ ] Expand to [next use case] based on learnings - [ ] Report results to leadership --- ## Success Metrics & Reporting ### KPIs (Weekly Tracking) | Metric | Target | Baseline | Current | Owner | |--------|--------|----------|---------|-------| | [e.g., Campaign setup time] | [Target] | [Baseline] | — | [Name] | | [e.g., Content output volume] | [Target] | [Baseline] | — | [Name] | | [e.g., Email open rate] | [Target] | [Baseline] | — | [Name] | | [e.g., Cost per output] | [Target] | [Baseline] | — | [Name] | ### Reporting Cadence - **Weekly:** Team sync on [metrics]; blockers & iterations - **Bi-weekly:** Leadership update on ROI progress - **Monthly:** Full campaign review with CFO-ready ROI summary --- ## Risks & Mitigation | Risk | Impact | Probability | Mitigation | |------|--------|-------------|------------| | [e.g., AI outputs don't match brand voice] | High | Medium | [e.g., Comprehensive QA checklist; weekly brand review] | | [e.g., Tool adoption is slow] | Medium | Medium | [e.g., Hands-on training; quick wins in first week] | | [e.g., Data privacy concern] | High | Low | [e.g., Legal review; no PII in prompts; vendor audit] | --- ## Approval & Sign-Off **Campaign Owner:** [Name] _____ Date: _____ **Finance/CFO:** [Name] _____ Date: _____ **Legal/Compliance:** [Name] _____ Date: _____ **CMO/Executive Sponsor:** [Name] _____ Date: _____