Media Planning Toolkit

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Drive Media Planning: design, implement and evaluate models, agents and software prototypes of perceptual processing.

More Uses of the Media Planning Toolkit:

  • Govern Media Planning: media a modern approach to paid search, Media Planning and buying that always delivers.

  • Perform administrative support for Media Planning and buying process.

  • Support Media Planning and execution in the areas of Awareness, Consideration, and Influencer Amplification.

  • Work closely across the Media Planning and brand strategy teams to develop KPIs and reporting methodologies / approaches that match back to campaign and brand goals and to communicate that based on client needs.

  • Integrate with the Media Planning team to make the DMP a central tool for smarter planning.

  • Integrate and facilitate Media Planning, execution and reporting across departments insuring integration across all brand communications.

  • Organize Media Planning: work closely across the Media Planning and brand strategy teams to develop kpis and reporting methodologies / approaches that match back to campaign and brand goals and to communicate that based on client needs.

  • Manage Media Planning: prospect lead are generated through various media avenues and appointments are set and confirmed for the design consultant by the Call Center / confirmation department.

  • Initiate Media Planning: exclusively manage all social accounts (scheduling posts, Community Engagement, growth, and optimization).

  • Be accountable for participating and creating original content for all Social Media platforms; managing online personality presence.

  • Govern Media Planning: effectively monitor day to day management of accounts in your assigned territory and build relationships with key marketing, merchandising, and media decision makers.

  • Arrange that your organization performs Technical Analysis and provides technical/engineering support in all phases of media development in consultation with producers and content developers.

  • Make sure that your organization supports media management through internal methods and procedures or through offsite storage and retrieval services.

  • Supervise Media Planning: administration and governance of Content Management systems that support your go to market teams.

  • Collaborate with departments and internal stakeholders to plan, develop assets, execute, and optimize campaigns for Social Media (paid and organic), influencers, and user generated content.

  • Supervise Media Planning: own the creation and management of strategies to increase daily engagement on Social Media accounts; stay up to date on Social Media marketing and SEO strategies and adjust plans accordingly.

  • Synthesize Organization Strategy, Market Trends, platform trends, media budgets, and capabilities to establish campaign goals.

  • Be a facilitator of learning in a virtual environment.

  • Align the efforts of the social marketing team and departments, and impact to the broader organization, Marketing and Corporate Marketing goals.

  • Ensure you educate; build a Media Relations strategy for incoming Better Collective brands and personalities.

  • Confirm your organization ensures all production related records, releases and media are obtained and organized according to standards for future reference.

  • Head Media Planning: own the creation and management of strategies to increase daily engagement on Social Media accounts; stay up to date on Social Media marketing and SEO.

  • Ensure you liaise; build a Media Relations strategy for incoming Better Collective brands and personalities.

  • Deploy creative strategies to utilize analyst data and insights in the media program to achieve favorable press coverage.

  • Evaluate Media Planning: responsibly represent the brand and manage relationships with all influencer partners, talent managers, media and contacts at each social network.

  • Ensure you brief; lead execution of Media Relations strategy and serve as organization spokesperson where appropriate/needed.

  • Be accountable for keeping your heads in the clouds while keeping your feet on the ground is an art form, and its how you move the needle as creative professionals.

  • Ensure you instruct; understand objectives in order to devise meaningful measurement strategies to effectively track effect of changes, optimizations, and enhancements to Media Campaigns and brand sites.

  • Develop new, groundbreaking ways of executing campaigns, and see the process of Social Media from start to finish (creation of the content, to calendar, to caption, to posting).

  • Devise Media Planning: work closely with the Marketing Team on materials for community relations activities for your organizations website and all Social Media outlets.

  • Make sure that your planning gains, foster, and maintains proactive relationships with key accounts.

  • Arrange that your planning provides information and instructions to the caller depending on the emergency circumstances.


Save time, empower your teams and effectively upgrade your processes with access to this practical Media Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Media Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Media Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Media Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Media Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you ensure that implementations of Media Planning products are done in a way that ensures safety?

  2. What methods do you use to gather Media Planning data?

  3. Are supply costs steady or fluctuating?

  4. Will a Media Planning production readiness review be required?

  5. How do you measure improved Media Planning service perception, and satisfaction?

  6. Why is this needed?

  7. Implementation planning: is a pilot needed to test the changes before a full roll out occurs?

  8. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  9. What is the total fixed cost?

  10. Have all basic functions of Media Planning been defined?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Media Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Media Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Media Planning Self-Assessment and Scorecard you will develop a clear picture of which Media Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Media Planning Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Media Planning projects with the 62 implementation resources:

  • 62 step-by-step Media Planning Project Management Form Templates covering over 1500 Media Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Media Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Media Planning Project Team have enough people to execute the Media Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Media Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Media Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Media Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Media Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Media Planning project with this in-depth Media Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Media Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Media Planning and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Media Planning investments work better.

This Media Planning All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.