Playbook example · Marketing

Campaign planning brief

Outcome → audience → message → channel → review checkpoint → launch plan.

The anatomy

What this playbook carries.

A playbook is not a prompt template. It is the working method: the inputs, steps, review gate, visible evidence, review record, and version history around recurring AI-assisted work.

Required context

  • Campaign goal
  • Audience segment
  • Message options
  • Channel constraints

Review gate

Campaign owner approves the channel plan and success criteria.

Review record

Each record holds what was reviewed, the evidence it was built from, where a human signed off, and the version it proposes.

The record one run leaves behind.

Every reviewed run leaves the same record: what was reviewed, the evidence it was built from, where a human signed off, and the version the next run inherits.

Review record

Campaign planning brief

Reviewed · version proposed

What was reviewed

Campaign planning brief playbook

Visible context/evidence

Campaign goal, Audience segment

Review gate

Campaign owner approves the channel plan and success criteria.

Next version

Version proposed for the next run

Start with this workflow

Start with one workflow.

Bring this workflow, or one your team already repeats, and shape it into a shared, reviewable playbook with the steps, the review gate, and the version built in.