Advocacy Campaign Action Plan and Tracking Form

Tracks advocacy campaign goals, target audiences, tactics, milestones, KPIs, and status updates across a multi-channel initiative.

Campaign Overview

• Campaign Name
• Primary Campaign Objective
  State the campaign objective in one or two sentences. Avoid collecting unnecessary PII.
• Campaign Type
• Campaign Owner
  Enter the internal owner or team responsible for the campaign.
• Planned Start Date
• Target End Date

Targets and Audience

• Primary Target Audience
• Secondary Audiences
• Key Decision-Maker or Target
  Use only if needed for campaign execution. Do not include sensitive personal data.
• Desired Policy or Communications Outcome
• Target Influence Level

Tactics and Channels

• Primary Channels
• Tactic Summary
  Summarize the campaign tactics and the role of each channel.
• Digital Tactics Details
• Offline Tactics Details

Milestones and KPIs

• Campaign Milestones
• KPI Summary
  Describe the key performance indicators used to measure progress.
• Primary KPI Type
• Target KPI Value
  Enter the numeric target for the primary KPI.
• Reporting Frequency

Risks, Dependencies, and Approvals

• Key Risks
• Dependencies
  List any approvals, partners, content, or resources needed before launch.
• Requires Leadership Review?
• Review Notes

Submission and Follow-Up

• Submitter Name
  Internal submitter name for audit trail and follow-up.
• Submitter Role
• Follow-Up Needed?
• Follow-Up Details