Project Initiation for Marketing & Digital Agencies
Formally launches a new campaign by defining objectives, scope, stakeholders, and governance before work begins.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Workflow Stages
Campaign Charter Development
Create the campaign charter defining objectives, scope, constraints, assumptions, and high-level timeline.
Inputs
- Campaign request or business case
- Organizational strategy alignment
- Available resource information
Outputs
- Draft campaign charter
- Objective and scope statements
- Key assumptions and constraints documented
Stakeholder Identification
Identify all campaign stakeholders and document their interests, influence, and communication needs.
Inputs
- Campaign charter
- Organizational chart
- Stakeholder analysis template
Outputs
- Stakeholder register
- Communication plan draft
- Stakeholder engagement strategy
Team Formation
Identify and secure the campaign team members with the required skills and availability.
Inputs
- Required skills and roles
- Resource availability data
- Manager approval for team assignments
Outputs
- Campaign team roster
- Role and responsibility assignments
- Team availability confirmed
Decision Points
- • Are all required roles filled?
- • Are there resource conflicts to resolve?
Governance Setup
Establish the campaign governance structure, decision-making authority, and reporting cadence.
Inputs
- Campaign charter
- Organizational governance standards
- Stakeholder register
Outputs
- Governance framework documented
- Meeting cadence set
- Escalation paths defined
Kickoff Meeting
Conduct the campaign kickoff meeting with all key stakeholders to formally launch the campaign.
Inputs
- Approved campaign charter
- Team roster
- Kickoff presentation
Outputs
- Kickoff meeting completed
- Team alignment confirmed
- Action items from kickoff assigned
Frequently Asked Questions
What is the difference between a campaign charter and a campaign plan?
The campaign charter authorizes the campaign and defines its high-level objectives and scope. The campaign plan is a detailed document created after initiation that outlines tasks, schedule, and resource assignments.
Who approves the campaign charter?
The campaign sponsor approves the charter, which formally authorizes the campaign manager to apply organizational resources to the campaign.
Can the campaign scope change after initiation?
Yes, but changes must follow the scope change management process to ensure proper impact assessment and approval.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.