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How to use this template:

Everything in italicised grey is placeholder. You’ll want to update this with your own information.

A workstream is an OKR for your team. Try to avoid siloing these into things like ‘Paid Social’ or ‘CRM’ because they’re functions and not really outcomes.

Within each workstream is an activity, which is what you’re doing within the month. It could be anything from launching a new to channel to a learning you had.

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Overview

How we measure success

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• How marketing contributes to our company goals: </aside>

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• Marketing’s OKRs: </aside>

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e.g. Payback

14 months

(off track)

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KPI 2

£420

(on track)

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KPI 3

£1.1M

(off track)

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TL;DR

A quick executive summary of what’s going on. Use green to highlight positive numbers and red for negative e.g. Blended payback stayed flat at 14 months (55% above target) and remains off track. Revenue added for September was £1.1m (10% above target) and blended LTV reached £421 (1% above target). Brand Score sits at 66.65, (12% below target).

Workstreams

e.g. Increasing our Internet Visibility to show up when people enter market

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• Why is this important? </aside>

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• How do we measure this? </aside>

• e.g. We launched a new blog series and our visibility on tools like ChatGPT and Perplexity is up 10%

• Activity 2

• Activity 3