Digital Banking
Marketing Plan

This template includes pre-written campaign copy, channel plans, and timelines you can edit. It saves hours of writing and lets you tailor messages to any audience. Use it as-is or change everything to match your brand.

Editable copy and campaign frameworks

Templates for email and ads

Swap copy to match voice

Save reusable campaign modules

The plan uses an Excel Gantt chart for easy visual timelines and task sequencing. You'll see when tasks overlap, who's responsible, and critical path items at a glance. The layout keeps execution orderly and visible.

Clear task bars by date

Shows task dependencies clearly

Identifies critical path tasks

Visualizes multi-channel schedules

Includes 30+ ready marketing actions covering email, paid, social, PR, partnerships, and content. Each action has a short objective, suggested owner, and typical duration. Copy these tasks directly into your sprint plan.

Email nurture series tasks

Paid acquisition ad sets

Social organic content calendar

Launch PR and partnerships

All start dates and durations are editable without breaking the Gantt logic. Change dates, extend tasks, or compress phases and the chart updates visually. This makes the plan flexible for real launch shifts.

Drag-adjustable timelines in Excel

Extend or shorten tasks easily

Reschedules update dependent tasks

Works for rolling launches

The template tracks percent-complete and flags overdue tasks automatically. You'll get an at-a-glance view of progress and slippage for weekly reviews. Use the tracking to steer resources where you're behind.

Percent-complete fields per task

Overdue tasks auto-highlighted

Summary progress bar included

Supports weekly status checks

Assign owners, set dependencies, and remove overlaps with clear task ownership columns. The plan reduces miscommunication and duplicate work across marketing, product, and ops. It's a single source of truth for launches.

Owner column per task

Dependency markers included

Reduces duplicated efforts

Single-sheet team reference

Built with color-coded cells, on-sheet help, and locked formulas so non-experts can use it safely. You won't need advanced Excel skills to update dates or check progress. It's beginner-friendly and safeguards key logic.

Color cues guide edits

Formulas locked for safety

Inline help notes provided

No macros or advanced skills

The Gantt and summary export cleanly to PDF and print, and the sheet is compatible with Google Sheets for sharing. Use the PDF for stakeholder decks or the live sheet for operational syncs. Both formats keep layout intact.

Export clean PDFs for decks

Google Sheets compatible version

Print-friendly summary pages

Share via cloud links

Includes a weekly highlight view showing key tasks for the current week and a completion checklist to close campaigns. Use it in your Monday stand-up to focus the team. The guide shortens review meetings.

Current-week task snapshot

Completion checklist per campaign

Ready for stand-up reviews

Highlights top risks weekly