Free Marketing Project Management Templates

Deliver successful projects, from concept to completion, with the help of free marketing project management templates. The selection of customizable templates below includes Microsoft Excel, Word, PowerPoint, PDF, and Smartsheet options.

On this page, you’ll find a marketing project management plan template, a project management checklist, a marketing dashboard template, and schedule templates for planning a project timeline. You’ll also get expert tips on marketing management practices, tools, and skills.

Marketing Project Management Plan Template

Use this template as an outline for developing a strategic marketing project plan. You’ll find a table of contents, along with sections for defining your intended audience, listing time and resource requirements, addressing potential obstacles, and setting performance standards. This template is also useful for Agile marketing because it includes sections for planning and tracking sprints.

Marketing Project Management Schedule Template

This Gantt chart template features two tabs: one with sample data to show a completed schedule, and a blank version that is ready to use. When you list marketing project tasks with starting and ending dates in the spreadsheet, the template automatically generates a Gantt schedule with a project timeline. Keep track of the status for each task and assigned owners to help ensure that your project stays on schedule.

Marketing Project Management Checklist

Edit this checklist template to aid with project planning. Break down steps for a single campaign, use it as a starting point for brainstorming content, or create a list of questions to hone your marketing strategy. The template includes sample questions for initiating a new marketing project. Assign owners, specify deadlines, and track progress for each item on the list. 

Project Tracking and Rollup Template Set

The Project Tracking and Rollup template set in Smartsheet is the quick and easy way to get a project up and running and report on risks and milestone to stakeholders.

  • Plan, schedule, and assign project tasks organized by phase
  • Stay on top of at-risk tasks to ensure project success
  • Access project information through a Project Rollup Dashboard

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2023 Marketing Project Management Calendar Template

2023 Marketing Project Management Calendar Template

Plan monthly or annual marketing events with this basic calendar template. It includes traditional calendar views for each month with 2023 dates, including holidays. Separate sections provide room for listing tasks, responsible parties, important events, and other details. The template layout makes it easy to view an entire month and to jump ahead, since each month has its own tab.

Marketing Project Management Spreadsheet Template

Manage project tasks, timeline, and budget with this spreadsheet template. Break down a project plan into a list of prioritized tasks and keep track of owners, deadlines, and costs for each item. Use the template to compare projected and actual dates for starting and completing tasks, as well as estimated versus final expenses. Total costs appear at the top of the template. Customize the template by adding or removing spreadsheet columns to suit your specific marketing project.

Marketing Project Management Dashboard

Get a dashboard view of your marketing campaign, including individual tasks, project schedule, and overall progress. The project timeline appears as a Gantt chart, while other bar charts track budget resources and pending items. A pie chart summarizes how your project is proceeding based on the total number of tasks that are in progress, complete, or overdue. Project status appears at the top of the template. The dashboard allows you to manage important details while getting a quick snapshot of project performance.

Marketing ROI Calculator Template

Determine the return on investment (ROI) for marketing initiatives by calculating the revenue generated from your marketing content minus the amount spent creating the content. Enter the total initiative cost, total circulation, response rate, and other inputs shown in the top portion of the template. Outputs are shown below, including the number of leads generated, number of sales, ROI, and break-even profit per sale. Compare multiple initiatives to inform marketing strategy and budget decisions.

Sample Marketing Project Report Template

This sample project report provides separate tabs for analyzing reach, visits, leads, customers, and conversion rates. Create a comprehensive online marketing report, compiling data for your website, social media, email marketing, and other digital content. The sample data illustrates how charts will appear on each tab, providing a visual summary of data over the course of a year. Use the report to communicate with stakeholders and guide your digital marketing management.

Content Marketing Workflow Template

Designed for content marketing project management, this workflow template includes process steps, workflow tasks, responsible parties for executing and approving each task, and due dates. Create a workflow for each content area you are managing to standardize the process, promote accountability, and identify issues that need to be resolved. Combine this template with a content marketing workflow checklist to ensure you cover all the necessary steps.

Marketing Project Timeline Template

Choose from a Microsoft Excel or PowerPoint version of this timeline template. Both formats display a list of activities in a spreadsheet where you can document task status, owner, and duration. The timeline appears on a Gantt chart, and the PowerPoint template includes symbols for highlighting milestones, risks, and items that are ahead of schedule. Create a visual timeline to keep your marketing project on track.

Social Media Marketing Schedule with Dashboard

This template features a social media marketing schedule and a dashboard for tracking posts per week and per social platform, along with content types. Plan your social media posts across multiple channels for each day of the week. Create the schedule based on your social strategy plan. See the other templates in our collection for strategic planning and social media marketing management.

Marketing Plan Calendar with Budget Tracker

Each section of this template represents a separate element of your marketing plan, from advertising, website, and branding to social media, public relations, and events. For each marketing initiative, get an overview of strategy, actions, schedule, target audience, and budget. The template shows the amount budgeted for each initiative versus the actual amounts spent. Total costs are automatically calculated and shown at the top of the template. 

Expert Tips on Marketing Project Management

You can reap many benefits from having a structured process for marketing project management. Learn more about best practices and common challenges, as well as how to improve performance, by reading our comprehensive marketing project management guide. We also offer an instructional guide on how to pick marketing project management tools and software, along with key project manager skills to master in order to successfully direct complex marketing projects. For more free template options, see this compilation of marketing project plan templates.

Streamline Marketing Project Management with Smartsheet 

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.



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