Marketing Project Manager — Worked Examples

Externalized from the agent definition per the few-shot-examples rule (#1587).

These are the full project-management template samples that back the Marketing

Project Manager. The agent definition keeps the process, section structure, and a

single compact inline anchor; the full templates live here.

Project Initiation

Project Charter Template

## Project Charter: [Project Name]

### Project Overview
| Field | Value |
|-------|-------|
| Project Name | [Name] |
| Project Manager | [Name] |
| Executive Sponsor | [Name] |
| Start Date | [Date] |
| Target End Date | [Date] |
| Priority | Critical/High/Medium/Low |

### Business Case
**Problem/Opportunity:**
[What business problem does this solve or opportunity does it address?]

**Expected Outcomes:**
| Outcome | Target Metric | How Measured |
|---------|---------------|--------------|
| [Outcome 1] | [Target] | [Measurement] |
| [Outcome 2] | [Target] | [Measurement] |

### Project Scope

**In Scope:**
- [Deliverable/activity 1]
- [Deliverable/activity 2]
- [Deliverable/activity 3]

**Out of Scope:**
- [Explicitly excluded item 1]
- [Explicitly excluded item 2]

**Deliverables:**
| Deliverable | Description | Owner | Due Date |
|-------------|-------------|-------|----------|
| [Deliverable] | [Description] | [Owner] | [Date] |

### Stakeholders
| Stakeholder | Role | Involvement | Communication |
|-------------|------|-------------|---------------|
| [Name] | Sponsor | Approvals, escalation | Weekly update |
| [Name] | Marketing Lead | Day-to-day decisions | Daily standup |
| [Name] | Creative | Design deliverables | Task-based |
| [Name] | External Agency | Production | Weekly call |

### Budget
| Category | Estimated | Approved | Notes |
|----------|-----------|----------|-------|
| Internal Labor | $X | $X | [Hours estimate] |
| Agency/Vendor | $X | $X | [Vendor] |
| Media | $X | $X | [Channels] |
| Production | $X | $X | [Details] |
| Contingency | $X | $X | [X% of total] |
| **Total** | $X | $X | |

### Key Milestones
| Milestone | Target Date | Dependencies |
|-----------|-------------|--------------|
| Project Kickoff | [Date] | Charter approval |
| [Milestone 2] | [Date] | [Dependencies] |
| [Milestone 3] | [Date] | [Dependencies] |
| Launch | [Date] | [Dependencies] |
| Close-out | [Date] | Launch complete |

### Risks and Assumptions

**Assumptions:**
- [Assumption 1]
- [Assumption 2]

**Initial Risks:**
| Risk | Likelihood | Impact | Mitigation |
|------|------------|--------|------------|
| [Risk] | H/M/L | H/M/L | [Mitigation] |

### Success Criteria
- [Criterion 1 with measurable target]
- [Criterion 2 with measurable target]
- [Criterion 3 with measurable target]

### Approvals
| Role | Name | Signature | Date |
|------|------|-----------|------|
| Sponsor | [Name] | _________ | ____ |
| Project Manager | [Name] | _________ | ____ |

Project Brief Template

## Project Brief: [Project Name]

### Overview
[2-3 paragraph summary of the project, its purpose, and expected outcomes]

### Background
- Why this project now?
- What has happened previously?
- Market/competitive context?

### Objectives
| Objective | Target | Timeframe |
|-----------|--------|-----------|
| [Objective 1] | [Measurable target] | [By when] |
| [Objective 2] | [Measurable target] | [By when] |

### Target Audience
[Who are we trying to reach? Be specific about segments]

### Key Messages
1. [Primary message]
2. [Supporting message]
3. [Supporting message]

### Deliverables Required
| Deliverable | Specifications | Quantity |
|-------------|----------------|----------|
| [Deliverable] | [Specs] | [#] |

### Timeline Overview
| Phase | Dates | Key Activities |
|-------|-------|----------------|
| Planning | [Dates] | [Activities] |
| Development | [Dates] | [Activities] |
| Launch | [Dates] | [Activities] |
| Evaluation | [Dates] | [Activities] |

### Budget Range
$[Min] - $[Max]

### Constraints
- [Constraint 1]
- [Constraint 2]

### Dependencies
- [Dependency and impact on timeline]

Project Planning

Work Breakdown Structure

## WBS: [Project Name]

### 1.0 Project Management
- 1.1 Project initiation
- 1.2 Planning and scheduling
- 1.3 Status reporting
- 1.4 Risk management
- 1.5 Project close-out

### 2.0 Strategy & Planning
- 2.1 Market research
- 2.2 Audience analysis
- 2.3 Competitive analysis
- 2.4 Strategic brief
- 2.5 Channel planning

### 3.0 Creative Development
- 3.1 Creative brief
- 3.2 Concept development
- 3.3 Design production
  - 3.3.1 Digital assets
  - 3.3.2 Print assets
  - 3.3.3 Video production
- 3.4 Copywriting
- 3.5 Creative review and approval

### 4.0 Content Production
- 4.1 Content calendar
- 4.2 Blog/article writing
- 4.3 Social content
- 4.4 Email content
- 4.5 Landing pages

### 5.0 Campaign Setup
- 5.1 Paid media setup
- 5.2 Email automation
- 5.3 Landing page build
- 5.4 Tracking implementation
- 5.5 QA and testing

### 6.0 Launch & Execution
- 6.1 Pre-launch checklist
- 6.2 Launch execution
- 6.3 Day 1 monitoring
- 6.4 Ongoing optimization

### 7.0 Measurement & Reporting
- 7.1 Dashboard setup
- 7.2 Ongoing reporting
- 7.3 Final analysis
- 7.4 Learnings documentation

Detailed Project Plan

## Project Plan: [Project Name]

### Phase 1: [Phase Name] ([Dates])

| Task ID | Task | Owner | Start | End | Dependencies | Status |
|---------|------|-------|-------|-----|--------------|--------|
| 1.1 | [Task] | [Name] | [Date] | [Date] | - | Not Started |
| 1.2 | [Task] | [Name] | [Date] | [Date] | 1.1 | Not Started |
| 1.3 | [Task] | [Name] | [Date] | [Date] | 1.2 | Not Started |

**Phase 1 Milestone:** [Milestone name] - [Date]

### Phase 2: [Phase Name] ([Dates])

| Task ID | Task | Owner | Start | End | Dependencies | Status |
|---------|------|-------|-------|-----|--------------|--------|
| 2.1 | [Task] | [Name] | [Date] | [Date] | 1.3 | Not Started |
| 2.2 | [Task] | [Name] | [Date] | [Date] | 2.1 | Not Started |

**Phase 2 Milestone:** [Milestone name] - [Date]

### Gantt Chart Summary

Week 1 Week 2 Week 3 Week 4 Week 5

### Resource Allocation
| Resource | Phase 1 | Phase 2 | Phase 3 | Total Hours |
|----------|---------|---------|---------|-------------|
| Project Manager | X hrs | X hrs | X hrs | X hrs |
| Designer | X hrs | X hrs | - | X hrs |
| Copywriter | X hrs | X hrs | - | X hrs |
| Developer | - | X hrs | X hrs | X hrs |

### Key Dependencies
| Dependency | Required By | Owner | Status |
|------------|-------------|-------|--------|
| [Dependency] | [Date] | [Name] | [Status] |

---------	---------	---------	---------	---------
==Planning==
======Creative Development======
===Content===
=Launch=
Report

Project Execution

Weekly Status Report

## Weekly Status Report: [Project Name]
### Week of [Date]

### Overall Status: 🟢 On Track / 🟡 At Risk / 🔴 Behind

### Executive Summary
[2-3 sentences on overall project health and key developments]

### Progress Summary
| Phase/Workstream | Plan % | Actual % | Status |
|------------------|--------|----------|--------|
| [Phase 1] | X% | X% | 🟢/🟡/🔴 |
| [Phase 2] | X% | X% | 🟢/🟡/🔴 |
| **Overall** | X% | X% | 🟢/🟡/🔴 |

### Accomplishments This Week
- ✅ [Accomplishment 1]
- ✅ [Accomplishment 2]
- ✅ [Accomplishment 3]

### Planned for Next Week
- [ ] [Task 1]
- [ ] [Task 2]
- [ ] [Task 3]

### Milestones
| Milestone | Planned | Forecast | Status |
|-----------|---------|----------|--------|
| [Milestone] | [Date] | [Date] | ✓/At Risk/Behind |

### Issues & Blockers
| Issue | Impact | Owner | Resolution | Due |
|-------|--------|-------|------------|-----|
| [Issue] | [Impact] | [Name] | [Action] | [Date] |

### Risks
| Risk | Probability | Impact | Mitigation | Status |
|------|-------------|--------|------------|--------|
| [Risk] | H/M/L | H/M/L | [Mitigation] | Active/Closed |

### Budget Status
| Category | Budget | Spent | Committed | Remaining |
|----------|--------|-------|-----------|-----------|
| [Category] | $X | $X | $X | $X |
| **Total** | $X | $X | $X | $X |

### Decisions Needed
| Decision | Needed By | Options | Recommendation |
|----------|-----------|---------|----------------|
| [Decision] | [Date] | [Options] | [Recommended] |

### Stakeholder Communication
| Stakeholder | Update Provided | Method | Date |
|-------------|-----------------|--------|------|
| [Name] | [Topic] | [Method] | [Date] |

Daily Standup Template

## Daily Standup: [Project Name]
### Date: [Date]

### Team Updates

**[Name]:**
- Yesterday: [What was completed]
- Today: [What will be worked on]
- Blockers: [Any blockers]

**[Name]:**
- Yesterday: [What was completed]
- Today: [What will be worked on]
- Blockers: [Any blockers]

### Action Items
| Action | Owner | Due |
|--------|-------|-----|
| [Action] | [Name] | [Date] |

### Notes
[Any other discussion points]

Risk Management

Risk Register

## Risk Register: [Project Name]

### Active Risks
| ID | Risk Description | Category | Probability | Impact | Score | Mitigation | Owner | Status |
|----|------------------|----------|-------------|--------|-------|------------|-------|--------|
| R1 | [Description] | [Cat] | H/M/L | H/M/L | [#] | [Mitigation] | [Name] | Open |
| R2 | [Description] | [Cat] | H/M/L | H/M/L | [#] | [Mitigation] | [Name] | Open |

### Risk Scoring Matrix
| Probability/Impact | Low (1) | Medium (2) | High (3) |
|--------------------|---------|------------|----------|
| High (3) | 3 | 6 | 9 |
| Medium (2) | 2 | 4 | 6 |
| Low (1) | 1 | 2 | 3 |

### Risk Categories
- **Scope**: Changes to requirements, scope creep
- **Schedule**: Timeline risks, dependencies
- **Budget**: Cost overruns, resource availability
- **Quality**: Deliverable quality, rework
- **Resource**: Team availability, skills gaps
- **External**: Vendor, market, regulatory

### Risk Response Actions
| Risk ID | Response Type | Action | Status | Due |
|---------|---------------|--------|--------|-----|
| R1 | Mitigate | [Action] | [Status] | [Date] |
| R2 | Accept | [Monitoring plan] | Active | Ongoing |

### Closed Risks
| ID | Risk | Resolution | Closed Date |
|----|------|------------|-------------|
| R3 | [Risk] | [How resolved] | [Date] |

Issue Log

## Issue Log: [Project Name]

### Open Issues
| ID | Issue | Severity | Reported | Owner | Target | Status |
|----|-------|----------|----------|-------|--------|--------|
| I1 | [Issue] | H/M/L | [Date] | [Name] | [Date] | Open |
| I2 | [Issue] | H/M/L | [Date] | [Name] | [Date] | In Progress |

### Issue Details

**I1: [Issue Title]**
- **Description:** [Detailed description]
- **Impact:** [Impact on project]
- **Root Cause:** [If known]
- **Resolution Plan:** [Steps to resolve]
- **Updates:**
  - [Date]: [Update]

### Closed Issues
| ID | Issue | Resolution | Closed |
|----|-------|------------|--------|
| I3 | [Issue] | [Resolution] | [Date] |

Stakeholder Management

RACI Matrix

## RACI Matrix: [Project Name]

| Activity | PM | Sponsor | Creative | Content | Dev | Agency |
|----------|-----|---------|----------|---------|-----|--------|
| Project charter | A | R | C | C | I | I |
| Strategic brief | R | A | C | C | I | C |
| Creative concepts | C | A | R | C | I | C |
| Content development | R | I | C | R | I | C |
| Technical build | R | I | I | I | R | C |
| Launch | A | I | C | C | R | C |
| Reporting | R | I | I | I | C | C |

**R** = Responsible, **A** = Accountable, **C** = Consulted, **I** = Informed

Communication Plan

## Communication Plan: [Project Name]

### Regular Communications
| Communication | Audience | Frequency | Owner | Channel |
|---------------|----------|-----------|-------|---------|
| Status report | Sponsor, stakeholders | Weekly | PM | Email |
| Team standup | Project team | Daily | PM | Slack/Meeting |
| Steering committee | Executives | Bi-weekly | PM | Meeting |
| Creative review | Creative team | As needed | Creative Lead | Meeting |

### Milestone Communications
| Milestone | Communication | Audience | Channel |
|-----------|---------------|----------|---------|
| Kickoff | Kickoff presentation | All stakeholders | Meeting |
| Creative approval | Creative showcase | Leadership | Meeting |
| Launch | Launch announcement | Organization | Email |
| Close-out | Final report | Stakeholders | Email + Meeting |

### Escalation Path

Level 1: Project Manager → [Name] (day-to-day issues)

Level 2: Marketing Director → [Name] (resource, budget <$X)

Level 3: VP Marketing → [Name] (scope, budget >$X)

Level 4: CMO → [Name] (strategic, organizational)

Project Close-Out

Project Close-Out Report

## Project Close-Out Report: [Project Name]

### Project Summary
| Field | Planned | Actual | Variance |
|-------|---------|--------|----------|
| Start Date | [Date] | [Date] | [Days] |
| End Date | [Date] | [Date] | [Days] |
| Total Budget | $X | $X | [+/-]$X |
| Total Effort | X hours | X hours | [+/-]X hours |

### Objectives Achievement
| Objective | Target | Achieved | Status |
|-----------|--------|----------|--------|
| [Objective 1] | [Target] | [Result] | ✓/✗ |
| [Objective 2] | [Target] | [Result] | ✓/✗ |

### Deliverables
| Deliverable | Planned | Delivered | Quality |
|-------------|---------|-----------|---------|
| [Deliverable] | [Date] | [Date] | Met/Exceeded/Below |

### Budget Summary
| Category | Budget | Actual | Variance |
|----------|--------|--------|----------|
| [Category] | $X | $X | [+/-]$X |
| **Total** | $X | $X | [+/-]$X |

### Key Accomplishments
- [Accomplishment 1]
- [Accomplishment 2]
- [Accomplishment 3]

### Lessons Learned

**What Went Well:**
- [Success factor 1]
- [Success factor 2]

**What Could Be Improved:**
- [Improvement area 1]
- [Improvement area 2]

**Recommendations for Future Projects:**
1. [Recommendation]
2. [Recommendation]

### Outstanding Items
| Item | Owner | Due Date | Status |
|------|-------|----------|--------|
| [Item] | [Name] | [Date] | [Status] |

### Sign-Off
| Role | Name | Signature | Date |
|------|------|-----------|------|
| Project Manager | [Name] | _________ | ____ |
| Sponsor | [Name] | _________ | ____ |

Project Templates

Kickoff Meeting Agenda

## Project Kickoff: [Project Name]
### Date: [Date]
### Attendees: [List]

### Agenda

1. **Welcome & Introductions** (5 min)

2. **Project Overview** (10 min)
   - Business context
   - Project objectives
   - Success criteria

3. **Scope & Deliverables** (10 min)
   - What's in scope
   - What's out of scope
   - Key deliverables

4. **Timeline & Milestones** (10 min)
   - Phase overview
   - Key dates
   - Dependencies

5. **Roles & Responsibilities** (5 min)
   - Team structure
   - RACI overview
   - Decision rights

6. **Communication & Reporting** (5 min)
   - Meeting cadence
   - Status reporting
   - Escalation path

7. **Risks & Assumptions** (5 min)
   - Known risks
   - Key assumptions

8. **Q&A** (10 min)

9. **Next Steps** (5 min)
   - Immediate actions
   - First milestone

### Pre-Work
- [ ] Review project brief
- [ ] Identify questions/concerns