Your marketing team faces the challenge of meeting strict deadlines and executing multifaceted urgent tasks almost on a daily basis?
You’re not alone. No matter the project, marketers’ workflow can become very dynamic, at times almost chaotic.
But Kanban method will help your distributed or colocated department smooth the way by visually representing the marketing process in a unified breakdown of larger goals, their subtasks and the team members involved in each task.
Here you will find 5 kanban board (KB) spreadsheets that may be applicable to your marketing team. They are free to download and work smoothly with Microsoft Excel, Google Sheets, and LibreOffice Calc.
Download Tipsographic’s kanban board templates for marketing and start collaborate within your team.
Free, easy!
1. Kanban for Marketing
2. Kanban Board for Corporate Marketing Department (with Classes of Services)
3. Kanban Board for Small Marketing Team
4. Kanban Board for Marketing Agency
5. Kanban Board for In-house Marketing Team
6. Kanban Board for Content Marketing Team
7. How to Download
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1. Kanban for Marketing
Marketing never rests. Kanban—flow-based method—neither.
Many marketers are already taking advantage of this synergy and use Kanban boards to increase their team’s efficiency.
For example, the visualization of the tasks with a different scope keeps you focused and organized. Moreover, Kanban principles encourage you to take up and complete one thing at a time. Also, the visual process of mapping your work and stick to your WIP limits prevents you from multitasking.
On a negative note, adopting this lean agile management method might cause over-administration. A risk that kanban daily standups compensates thanks to a faster decision making process.
Why Kanban Boards Templates for Marketing Teams by Tipsographic?
I’ve visualized a set of 5 kanban boards from marketing to trigger ideas.
Since a kanban board is a flexible tool that must fit your context, feel free to download and adapt the spreadsheets below for your use and share alike! You can try out one of my kanban boards for marketing as a source of ideas and inspiration as you evolve your own board.
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2. Kanban Board for Corporate Marketing Department (with Classes of Services)
A master portfolio kanban board to track the status of all the larger campaigns your team is currently working on or has worked on in the past. You can break down this tool into daily work kanban boards for marketers.
Workflow: Requested > Working on > Done
Classes of services:
- Websites
- Videos
- Communications
- Content development.
Download Kanban Board Template for Corporate Marketing
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3. Kanban Board for Small Marketing Team
A simple board which can be useful for those relatively new to kanban or for a small marketing team, PR, web, graphics, or blog.
Workflow: Ready to start > Working on > Under validation > Published /deployed > Done
Swimlanes:
- Urgent
- Planned work
“Urgent” is an expedite swimlane that differentiates urgent work items. For example: a press release that you must address with the highest priority.
The second column is labeled “Working on” instead of “In progress”, not to confuse you with WIP (work in progress)—which applies also to “Under validation” workflow stage. The same applies to the kanban board spreadsheet below for marketing agencies.
Download Kanban Board Template for Small Marketing Teams
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4. Kanban Board for Marketing Agency
Swimlanes separate the tasks that a marketing agency dedicate to different clients.
Workflow: Requested > Working on > Under validation > Done
For an explanation of why I’ve chosen “Working on” instead of “In progress”, see the info above for the small marketing team template.
By “3rd party”, I mean that an external stakeholder is reviewing/testing the task before deeming it completed or returning it for rework.
Swimlanes:
- Client 1
- Client 2
- Other clients
Download Kanban Board Template for Marketing Agencies
5. Kanban Board for In-house Marketing Team
8 columns to prioritize and organize marketing team tasks efficiently; swimlanes separate different classes of work.
Workflow: Requested > Working on > Experiments > Ready for delivery > Done
Swimlanes:
- Main
- Content
- Design
Download Kanban Board Template for In-house Marketing
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6. Kanban Board for Content Marketing Team
For marketing departments with dedicated content marketing teams.
Workflow: Requested > Working on > Other > Ready for delivery > Done
Swimlanes:
- Urgent
- Planned work
The column labeled “Other” contains items in scope for a content marketing team, such as SEO, but out of scope for the main sub-columns of the workflow, i.e. content creation and design.
Download Kanban Board Template for Content Marketing
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6. How to Download
New to Google Sheets? Check out how to save locally the Google Sheets version of these kanban board spreadsheets for marketing team.
Important! Do NOT use the “Request Edit Access” method, because I can’t grant permission to edit the original.
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