{"id":21659,"date":"2020-02-13T20:48:54","date_gmt":"2020-02-13T20:48:54","guid":{"rendered":"https:\/\/www.process.st\/templates\/content-marketing-workflow-management-checklist-template\/"},"modified":"2024-05-16T06:57:54","modified_gmt":"2024-05-16T06:57:54","slug":"content-marketing-workflow-management-checklist-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/content-marketing-workflow-management-checklist-template\/","title":{"rendered":"Content Marketing Workflow Management Checklist Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/aa40f023-3f4e-44bc-9f5b-af6160232fd8\/oFUh6-zzAIe8u1YITopPbA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/aa40f023-3f4e-44bc-9f5b-af6160232fd8\/oFUh6-zzAIe8u1YITopPbA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Making sure your team meets all their deadlines is an important part of content marketing management - but you can't just give your team the work and hope they'll sort it out on their own.&nbsp;<\/p>\n  <p>Planning, strategy, and process are what transform goals into achievements, and your content marketing workflow management should be no exception.&nbsp;<\/p>\n  <p>Monthly sprint planning is what provides your team with the necessary tools to successfully move forward together. It's important to fully understand what needs to be done and who will be doing it.&nbsp;<\/p>\n  <p>You also want to ensure that your content strategy is aligned with your overall business goals. At the beginning of every sprint, you should take a step back and reassess your situation before regrouping with your team and discussing the plan in order to unify the content strategy with the creative production and its distribution.&nbsp;<\/p>\n  <p>This content marketing workflow management checklist helps you to streamline all of that.&nbsp;<\/p>\n  <p>It offers a quick and easy process that can be repeated at the start of every sprint to ensure that your monthly workloads are being properly managed and your team's time is being spent optimally.&nbsp;<\/p>\n  <p>The checklist also makes use of our <a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">automated<\/a>&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a> feature and allows for your manager to be able to effortlessly review your plans once you've set them up and approve (or deny) them from the convenience of his inbox so that your team can immediately move forward.<\/p>\n <\/div>\n<\/section>\n<section id=\"preparation\">\n <h2>Preparation:<\/h2>\n<\/section>\n<section id=\"compile-a-list-of-prioritized-product-backlog\">\n <h2>Compile a list of prioritized product backlog<\/h2>\n <div class=\"text-content\">\n  <p>First on your list for preparation is to <strong>compile a list of your prioritized product backlog<\/strong> so you know what needs to be focused on in the new sprint. This can be done by taking a glance at your&nbsp;project management software's backlog.<\/p>\n  <p>Use the <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form field<\/a> below to jot down what needs to be prioritized.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Product backlog <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"compile-a-list-of-employees-and-their-capacityschedule-risks\">\n <h2>Compile a list of employees and their capacity\/schedule risks<\/h2>\n <div class=\"text-content\">\n  <p>Take time to <strong>list all of the relevant team members<\/strong> that will be participating in the new sprint cycle and their <strong>capacities<\/strong>.&nbsp;<\/p>\n  <p>This will help you assign tasks to your team members without any overlaps or overworking.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Team members <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Because this process may involve multiple people (manager, team members, etc.) you can make things easier for yourself by <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assigning roles<\/a>.<\/p>\n  <p>Use the <a href=\"https:\/\/www.process.st\/help\/docs\/adding-members\/\" rel=\"nofollow noopener\" target=\"_blank\">Members<\/a> feature below to specify who will be doing what and feel free to add more roles as needed.<\/p>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Manager <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"agenda\">\n <h2>Agenda:<\/h2>\n<\/section>\n<section id=\"schedule-initial-meeting-with-team\">\n <h2>Schedule initial meeting with team<\/h2>\n <div class=\"text-content\">\n  <p><strong>Schedule an initial meeting<\/strong> with your team to discuss the month's agenda and guidelines. During the meeting, walk through your list of prioritized product backlog and decide with your team what exactly to focus on during the new sprint.<\/p>\n  <p>Use the date field below to specify a date.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Initial meeting <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"conduct-initial-meeting\">\n <h2>Conduct initial meeting<\/h2>\n <div class=\"text-content\">\n  <p>You can use the form field below to <strong>record any notes<\/strong> or important points from the meeting.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Important meeting notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"estimate-time-spent-on-each-task\">\n <h2>Estimate time spent on each task<\/h2>\n <div class=\"text-content\">\n  <p>Take some time to compile the tasks you and your team decided on during your initial meeting, their&nbsp;priority, and how much time should be allocated to spend working on them in the form field below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Estimated time spent on tasks <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assign-tasks-to-each-team-member\">\n <h2>Assign tasks to each team member<\/h2>\n <div class=\"text-content\">\n  <p>Now that you have the tasks to cover in the next sprint, along with their priority, and allocated time for each, you'll need to <strong>assign your sprint tasks<\/strong> to your team members.<\/p>\n  <p>This step is pretty straightforward, but there are a few&nbsp;important things&nbsp;to consider during this step:<\/p>\n  <ul>\n   <li><strong>Which team members are free<\/strong>&nbsp;(for example, a team member could be sick, or on vacation)<\/li>\n   <li><strong>The number of points assigned to each team member&nbsp;<\/strong>(all team members should be assigned the same number of points)<\/li>\n   <li><strong>The capabilities of each of your team members&nbsp;<\/strong>(you might not want to assign a more complicated task to a new team member, for example)<\/li>\n  <\/ul>\n  <p>Remember, if your sprint starts looking a bit crowded with issues, you may want to consider putting off some of the tasks until the following month. Setting goals can be a great way to motivate your team, but they won't appreciate being overworked simply for the sake of unattainable numbers.<\/p>\n  <p>Feel free to use the form field below for any notes if needed.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes (optional) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>After you're finished with this, then all that's left is having a manager review your new sprint plans and make sure everything is doable and there are no issues and you're finished!<\/p>\n <\/div>\n<\/section>\n<section id=\"approval-review-workload\">\n <h2>Approval: Review workload<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Compile a list of prioritized product backlog<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Compile a list of employees and their capacity\/schedule risks<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Schedule initial meeting with team<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Conduct initial meeting<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Estimate time spent on each task<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Assign tasks to each team member<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.cleverchecklist.com\/\" rel=\"nofollow noopener\" target=\"_blank\">cleverchecklist<\/a> - <a href=\"https:\/\/www.cleverchecklist.com\/templates\/information-and-communication-technology\/programme-and-project-management\/agile-iteration-(sprint)-planning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Agile Iteration (Sprint) Planning Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/academy.coschedule.com\/\" rel=\"nofollow noopener\" target=\"_blank\">coschedule<\/a> - <a href=\"https:\/\/academy.coschedule.com\/blog\/20134\/how-to-implement-an-effective-marketing-workflow-management-process-in-7-simple-steps\" rel=\"nofollow noopener\" target=\"_blank\">How To Implement An Effective Marketing Workflow Management Process In 7 Simple Steps<\/a><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.smartsheet.com\/\" rel=\"nofollow noopener\" target=\"_blank\">smartsheet<\/a> - <a href=\"https:\/\/www.smartsheet.com\/content\/content-marketing-workflow\" rel=\"nofollow noopener\" target=\"_blank\">Content Marketing Project Management Toolkit: Workflows, Templates, and Checklists<\/a><\/p><\/li>\n   <li><a href=\"https:\/\/mention.com\/\" rel=\"nofollow noopener\" target=\"_blank\">mention<\/a> -<a href=\"https:\/\/mention.com\/en\/blog\/digital-marketing-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\"> 29 Digital Marketing Checklists &amp; Cheatsheets to Make Marketers\u2019 Lives Easier<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/process.st\/checklist\/invoice-approval-workflow-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Invoice Approval Workflow Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/blog-content-approval-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Blog Content Approval Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/graphic-design-approval-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Graphic Design Approval Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/wordpress-security-audit-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">WordPress Security Audit Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/video-content-approval-workflow-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Video Content Approval Workflow Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/information-security-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Information Security Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/application-security-audit-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Application Security Audit Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/enterprise-password-management-checklist-template\" rel=\"nofollow noopener\" target=\"_blank\">Enterprise Password Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/process.st\/checklist\/enterprise-video-content-management-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Enterprise Video Content Management Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Making sure your team meets all their deadlines is an important part of content marketing management - but you can't just give your team the work and hope they'll sort it out on their own.&nbsp; Planning, strategy, and process are what transform goals into achievements, and 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