{"id":135797,"date":"2025-03-15T19:47:56","date_gmt":"2025-03-15T19:47:56","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/marketing\/how-to-organize-yours-in-5-simple-steps\/"},"modified":"2025-03-15T19:47:56","modified_gmt":"2025-03-15T19:47:56","slug":"how-to-organize-yours-in-5-simple-steps","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=135797","title":{"rendered":"How to Organize Yours in 5 Simple Steps"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<div><span class=\"PostBody_image__JhpwI alignnone wp-image-91159 size-full\"><img loading=\"lazy\" alt=\"How to Organize a Marketing Roadmap in 5 Simple Steps\" width=\"1360\" height=\"570\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Planning a marketing project can feel chaotic for new and veteran marketers. With multiple elements and team members involved, how do you make sure you finish it on time and on spec?<\/p>\n<p>If your marketing project needs organization, try using a roadmap. It provides a structure that makes it easier for you and your team to know what to do, when to do it, and when your project needs to ship.<\/p>\n<\/div>\n<div>\n<h2 id=\"what-is-a-marketing-roadmap-\">What is a Marketing Roadmap?<\/h2>\n<p>A marketing roadmap is a plan and timeline for finishing your project or campaign. Like any other roadmap, it should have a clear starting point (start date), waymarkers (project milestones), and destination (deadline).<\/p>\n<p>Your roadmap\u2019s format is ultimately up to you. The key is finding an organization method that suits your workflow and keeps your projects in order across your team.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-91161 size-full\"><img alt=\"Definition of a marketing roadmap\" loading=\"lazy\" width=\"1360\" height=\"753\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/marketing-roadmap-definition.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<\/div>\n<p><h2 id=\"types-of-marketing-roadmaps\">Types of Marketing Roadmaps<\/h2>\n<p>&#13;<br \/>\nYou can plan a roadmap for just about any situation. Here are three of the most common types of marketing roadmaps.&#13;\n<\/p>\n<div>\n<h3>Project Roadmap<\/h3>\n<p>A project roadmap consists of all of the steps needed to launch <a href=\"https:\/\/coschedule.com\/guide\/getting-started-guide-marketing-calendar-pro\" target=\"_blank\" rel=\"noopener noreferrer\">a marketing project<\/a>. Within a marketing strategy, a project refers to a single item, such as:<\/p>\n<ul>&#13;<\/p>\n<li>A blog post<\/li>\n<p>&#13;<\/p>\n<li>A newsletter<\/li>\n<p>&#13;<\/p>\n<li>An event<\/li>\n<p>&#13;<\/p>\n<li>An email<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<p><h3>Campaign Roadmap<\/h3>\n<p>&#13;<br \/>\nCampaign roadmaps work on a larger scale than project roadmaps. They plan out all the projects involved in a marketing campaign.&#13;<br \/>\n&#13;<br \/>\nYour campaign roadmap\u2019s organization can vary. It may include individual projects as steps or delve into each project\u2019s milestones. For more extensive needs, create separate project roadmaps to include in the campaign roadmap.&#13;\n<\/p>\n<div>\n<h3>Strategic Roadmap<\/h3>\n<p>A <a href=\"https:\/\/coschedule.com\/content-marketing\/content-strategy-template\" target=\"_blank\" rel=\"noopener\">strategic<\/a> roadmap plans at a higher scale than a campaign roadmap, covering all campaigns and projects within a marketing strategy for a year. It allows a detailed tracking of individual campaigns and projects.<\/p>\n<\/div>\n<p><h2 id=\"what-does-a-marketing-roadmap-look-like-\">What Does a Marketing Roadmap Look Like?<\/h2>\n<p>&#13;<br \/>\nA marketing roadmap\u2019s design is flexible and should suit your team\u2019s needs.&#13;<br \/>\n&#13;<br \/>\nHere are four examples of common marketing roadmap formats that include ways to use our free templates. We\u2019ll also discuss elements to create an effective organizational tool.&#13;\n<\/p>\n<div>\n<h3>Example 1: Checklist of Tasks<\/h3>\n<p>For list-oriented individuals, a checklist-based roadmap is recommended. It offers a straightforward overview of project steps, campaigns, or strategies. You can create one in whatever software you prefer.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181511 size-full\"><img alt=\"Blog post task checklist\" loading=\"lazy\" width=\"1360\" height=\"593\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/blog-post-checklist.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>If you use CoSchedule Calendar products, you can take advantage of the <a href=\"https:\/\/coschedule.com\/guide\/power-tips\/work-management\/task-templates\" target=\"_blank\" rel=\"noopener noreferrer\">Task Templates feature<\/a>\u00a0when you want to make a roadmap checklist. Choose from eight, pre-made templates or customize your own to create a task checklist in a snap.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter size-full wp-image-181512\"><img alt=\"\" loading=\"lazy\" width=\"1370\" height=\"784\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/task-templates.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Marketers who prefer pen and paper can also write up a checklist and cross off items as they go. Choose a format that you know you\u2019ll use over one that you feel you\u2019re \u201csupposed\u201d to use.\n<\/p><\/div>\n<div>\n<h3>Example\u00a02: Marketing or Content Calendar<\/h3>\n<p><a href=\"https:\/\/coschedule.com\/marketing-strategy\/marketing-calendar-template\" target=\"_blank\" rel=\"noopener noreferrer\">Calendars <\/a>are the bread and butter of many marketing operations. A calendar roadmap organizes tasks by date, either with traditional daily sections or divided by day, week, month, or quarter.<\/p>\n<p>Our template package includes a wide range of calendars to use as a roadmap. In this general calendar from our templates, you can see the tasks from the previous checklist laid out in a calendar.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181513 size-full\"><img alt=\"Marketing and content calendar template\" loading=\"lazy\" width=\"1360\" height=\"830\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/general-calendar-template.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>We included the tasks for a single blog post project in this example, but you can use this calendar to outline multiple projects.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181514 size-full\"><img alt=\"Blog post example in the content calendar template\" loading=\"lazy\" width=\"1360\" height=\"652\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/multiple-project-template.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Depending on how you like to organize your projects, you can break your roadmap down by project or individual task.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181515 size-full\"><img alt=\"Project checklist template\" loading=\"lazy\" width=\"1360\" height=\"709\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-checklist.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>You can color code items based on the person responsible or project involved, such as team member.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181516 size-full\"><img alt=\"Color coding key for calendar templates\" loading=\"lazy\" width=\"1360\" height=\"779\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/color-coding.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Our package of roadmap templates also features calendars for email newsletters and social media campaigns that use a different format than our general calendar.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181517 size-full\"><img alt=\"Marketing roadmap template\" loading=\"lazy\" width=\"1360\" height=\"423\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/roadmap-template.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>This <a href=\"https:\/\/coschedule.com\/blog\/email-marketing-strategy-template\" target=\"_blank\" rel=\"noopener\">email marketing<\/a> calendar categorizes emails by month. If you <a href=\"https:\/\/coschedule.com\/blog\/email-marketing-calendar-template\" target=\"_blank\" rel=\"noopener noreferrer\">visit our blog post about this calendar<\/a>, you\u2019ll see that it also organizes emails by customer persona, topic, resources, and many other helpful details.<\/p>\n<p>Social media marketing can require you to think on a smaller time scale than other types of marketing, so <a href=\"https:\/\/coschedule.com\/blog\/annual-social-media-content-calendar\" target=\"_blank\" rel=\"noopener noreferrer\">our social media promotion calendar<\/a>\u00a0tracks multiple posts per day.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181518 size-full\"><img alt=\"Social media promotional calendar template\" loading=\"lazy\" width=\"1360\" height=\"417\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/social-media-calendar.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Customize the calendar to match your social platforms and posting frequency. For example, adjust rows for Twitter and Facebook based on their respective best practices for posting frequency.<\/p>\n<p>CoSchedule makes it easy to create a calendar roadmap with<a href=\"https:\/\/coschedule.com\/marketing-calendar\"> the CoSchedule Calendar feature<\/a>. You can create and categorize tasks, schedule them and assign them to team members. This ensures everyone can stay up to date on any changes in your roadmap.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181519 size-full\"><img alt=\"CoSchedule marketing calendar\" loading=\"lazy\" width=\"1360\" height=\"591\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/coschedule-calendar.jpg?w=3840&amp;q=75\"\/><\/span><\/p>\n<\/div>\n<div>\n<h3>Example 3: Kanban Board<\/h3>\n<p><a href=\"https:\/\/coschedule.com\/blog\/marketing-kanban-board\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban boards<\/a>\u00a0provide a visual overview of a project\u2019s steps. You might already use one as part of an <a href=\"https:\/\/coschedule.com\/agile-marketing-guide\" target=\"_blank\" rel=\"noopener noreferrer\">agile marketing framework<\/a>. Regardless of the project management approach you use, you might enjoy the drag-and-drop mechanics of a Kanban board \u2014 they\u2019re kind of like digital sticky notes.<\/p>\n<div>\n<div class=\"ShareOnTwitter_sotWrapper__HWUqP\">\n<p class=\"ShareOnTwitter_sotText__tpMAg\">Kanban board&#8217;s drag-and-drop mechanics function like digital sticky notes.<\/p>\n<p><a href=\"https:\/\/twitter.com\/share?text=Kanban%20board's%20drag-and-drop%20mechanics%20function%20like%20digital%20sticky%20notes.&amp;via=coschedule&amp;related=coschedule&amp;url=\/blog\/marketing-roadmap\" class=\"ShareOnTwitter_sotButton__NioJ_\">Click To Tweet<svg viewbox=\"0 0 24 24\" aria-hidden=\"true\" class=\"ShareOnTwitter_sotTwitterLogo__48pXY\"><path d=\"M23.643 4.937c-.835.37-1.732.62-2.675.733.962-.576 1.7-1.49 2.048-2.578-.9.534-1.897.922-2.958 1.13-.85-.904-2.06-1.47-3.4-1.47-2.572 0-4.658 2.086-4.658 4.66 0 .364.042.718.12 1.06-3.873-.195-7.304-2.05-9.602-4.868-.4.69-.63 1.49-.63 2.342 0 1.616.823 3.043 2.072 3.878-.764-.025-1.482-.234-2.11-.583v.06c0 2.257 1.605 4.14 3.737 4.568-.392.106-.803.162-1.227.162-.3 0-.593-.028-.877-.082.593 1.85 2.313 3.198 4.352 3.234-1.595 1.25-3.604 1.995-5.786 1.995-.376 0-.747-.022-1.112-.065 2.062 1.323 4.51 2.093 7.14 2.093 8.57 0 13.255-7.098 13.255-13.254 0-.2-.005-.402-.014-.602.91-.658 1.7-1.477 2.323-2.41z\"\/><\/svg><\/a><\/div>\n<\/div>\n<p>A Kanban board consists of:<\/p>\n<ul>&#13;<\/p>\n<li><strong>Moveable cards<\/strong>\u00a0that each represent a deliverable, such as a campaign or a project.<\/li>\n<p>&#13;<\/p>\n<li><strong>Stationary lists<\/strong>\u00a0that each correspond to a stage in your <a href=\"https:\/\/coschedule.com\/blog\/marketing-process\" target=\"_blank\" rel=\"noopener\">marketing process<\/a>.<\/li>\n<p>&#13;\n<\/ul>\n<p>If you need Kanban software, you can find one right in CoSchedule Calendar products.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181520 size-full\"><img alt=\"CoSchedule project backlog\" loading=\"lazy\" width=\"3346\" height=\"1860\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/project-backlog-example.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>In the <a href=\"https:\/\/help.coschedule.com\/hc\/en-us\/articles\/360014172013-Kanban-Project-Dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban Project Dashboard<\/a>, you can make any card a collaborative effort using team-friendly features. You can assign team members to cards to create a collaborative space to share checklists, deadlines, and updates.\n<\/div>\n<div>\n<h3>Example 4: Gantt Chart<\/h3>\n<p>A <a href=\"https:\/\/www.gantt.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Gantt chart<\/a>\u00a0creates a visual timeline of what your tasks are and when you need to do them. Once you understand how to interpret a Gantt chart, you can use it to determine:<\/p>\n<ul>&#13;<\/p>\n<li aria-level=\"1\">What activities you need to do and when they\u2019ll start and end<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\">Where activities overlap<\/li>\n<p>&#13;<\/p>\n<li style=\"font-weight:400\" aria-level=\"1\">When your entire project starts and ends<\/li>\n<p>&#13;\n<\/ul>\n<p>This picture, from Gantt.com, shows what a Gantt chart looks like in action:<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-181521 size-full\"><img alt=\"Gantt.com marketing roadmap example\" loading=\"lazy\" width=\"760\" height=\"268\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/08\/gantt-chart.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>The chart above shows tasks by day, and week. A Gantt chart helps you visualize your workload and make adjustments for better workload management.\n<\/p><\/div>\n<div>\n<h3>Elements That All Roadmaps Should Include<\/h3>\n<p>A marketing roadmap that\u2019s easy to understand and actionable should include:<\/p>\n<ul>&#13;<\/p>\n<li><strong>A clear timeline from the start of your project, campaign, or marketing period to its finish.<\/strong> Define the start and end dates of your work, aling with the time increments for measurement.<\/li>\n<p>&#13;<\/p>\n<li><strong>A definition of what \u201ccomplete\u201d means. <\/strong>Deliverables like blog posts are easy to define as done, but complexities arise when dealing with larget projects like an entire campaign.<\/li>\n<p>&#13;<\/p>\n<li><strong>A clear goal that your project or campaign has to achieve.<\/strong> As you plan a task, you should also<a href=\"https:\/\/coschedule.com\/blog\/marketing-objectives\"> create marketing objectives<\/a> that will work as a benchmark for measuring your progress.<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<p><h2 id=\"how-to-plan-a-roadmap-in-5-steps\">How to Plan a Roadmap in 5 Steps<\/h2>\n<p>&#13;<br \/>\nNow that you know what a roadmap can look like, it\u2019s time for you to make one for yourself. It\u2019ll take four easy steps to plan a roadmap for your next marketing project.&#13;\n<\/p>\n<div>\n<h3>Step 1: Determine What You Need to Plan<\/h3>\n<ul>&#13;<\/p>\n<li aria-level=\"1\"><strong>A project. <\/strong>You can use a roadmap to break down a single deliverable, such as a blog post or white paper.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>A campaign. <\/strong>Roadmaps can also plot out a full campaign, including the projects and tasks involved.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>An annual strategy. <\/strong>If you need to plan on a large scale, you can also use a roadmap to organize your<a href=\"https:\/\/coschedule.com\/marketing-strategy\"> annual marketing strategy<\/a>.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>Something else.<\/strong> Your imagination\u2019s the limit when it comes to roadmapping. Perhaps you need to plan team operations or combine project planning with campaign planning.<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<div>\n<h3>Step 2: Break It All Down<\/h3>\n<p>After defining your plan, break it down into elements, principles, and tasks considering the roadmap\u2019s purpose. For simple project deadlines, less planning is needed compared to a detailed monthly social media calendar.<\/p>\n<p>Ask these questions to create your roadmap\u2019s stepping stones:<\/p>\n<ol>&#13;<\/p>\n<li aria-level=\"1\">What steps are required to complete the deliverable?<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\">What benchmarks will track progress in this roadmap?<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\">Which tasks need coordination with your team throughout the roadmap?<\/li>\n<p>&#13;\n<\/ol>\n<div>\n<div class=\"ShareOnTwitter_sotWrapper__HWUqP\">\n<p class=\"ShareOnTwitter_sotText__tpMAg\">The scope of your marketing roadmap will depend on its purpose.<\/p>\n<p><a href=\"https:\/\/twitter.com\/share?text=The%20scope%20of%20your%20marketing%20roadmap%20will%20depend%20on%20its%20purpose.&amp;via=coschedule&amp;related=coschedule&amp;url=\/blog\/marketing-roadmap\" class=\"ShareOnTwitter_sotButton__NioJ_\">Click To Tweet<svg viewbox=\"0 0 24 24\" aria-hidden=\"true\" class=\"ShareOnTwitter_sotTwitterLogo__48pXY\"><path d=\"M23.643 4.937c-.835.37-1.732.62-2.675.733.962-.576 1.7-1.49 2.048-2.578-.9.534-1.897.922-2.958 1.13-.85-.904-2.06-1.47-3.4-1.47-2.572 0-4.658 2.086-4.658 4.66 0 .364.042.718.12 1.06-3.873-.195-7.304-2.05-9.602-4.868-.4.69-.63 1.49-.63 2.342 0 1.616.823 3.043 2.072 3.878-.764-.025-1.482-.234-2.11-.583v.06c0 2.257 1.605 4.14 3.737 4.568-.392.106-.803.162-1.227.162-.3 0-.593-.028-.877-.082.593 1.85 2.313 3.198 4.352 3.234-1.595 1.25-3.604 1.995-5.786 1.995-.376 0-.747-.022-1.112-.065 2.062 1.323 4.51 2.093 7.14 2.093 8.57 0 13.255-7.098 13.255-13.254 0-.2-.005-.402-.014-.602.91-.658 1.7-1.477 2.323-2.41z\"\/><\/svg><\/a><\/div>\n<\/div>\n<\/div>\n<div>\n<h3>Step 3: Make a Timeline of How Long Tasks Will Take<\/h3>\n<p>Now you can give each of your steps a time estimate. This helpful HubSpot<a href=\"https:\/\/blog.hubspot.com\/agency\/project-estimates\"> blog post on project estimates<\/a> explains four methods for estimating time:<\/p>\n<ul>&#13;<\/p>\n<li aria-level=\"1\"><strong>Three-point estimating: <\/strong>Taking the average of your best-case, worst-case, and average time estimate for the project.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>Bottom-up estimating:<\/strong> Getting time estimates from everyone doing the work in your project and adding them together.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>Analogous estimating:<\/strong> Estimating a project\u2019s time based on the time it takes to complete similar projects.<\/li>\n<p>&#13;<\/p>\n<li aria-level=\"1\"><strong>Parametric estimating:<\/strong> Basing an estimate on internal or external reports and data.<\/li>\n<p>&#13;\n<\/ul>\n<p>For new large-scale planners, it\u2019s advisable to make estimates longer than expected. As you gain experience and understand your team\u2019s pace, you can adjust time estimates in future roadmaps.\n<\/p><\/div>\n<div>\n<h3>Step 4: Estimate How Long Each Step Will Take<\/h3>\n<p>Define, outline, and order your steps, then assign time estimates to each step. This helpful HubSpot <a href=\"https:\/\/blog.hubspot.com\/agency\/project-estimates\" target=\"_blank\" rel=\"noopener noreferrer\">blog post on project estimates<\/a>\u00a0explains four methods for estimating time:<\/p>\n<ul>&#13;<\/p>\n<li><strong>Three-point estimating:<\/strong> Average of best-case, worst-case, and average time estimates for the project.<\/li>\n<p>&#13;<\/p>\n<li><strong>Bottom-up estimating:<\/strong> Summing time estimates from all project contributors.<\/li>\n<p>&#13;<\/p>\n<li><strong>Analogous estimating:<\/strong> Project time estimation based on similar past projects.<\/li>\n<p>&#13;<\/p>\n<li><strong>Parametric estimating:<\/strong> Using internal or external data for the estimate.<\/li>\n<p>&#13;\n<\/ul>\n<p>For beginners in large-scale planning, it&#8217;s advisable to initially set longer estimates and refine them with experience over time.\n<\/p><\/div>\n<div>\n<h3>Step 5: Plot Out Projects and Tasks With Your Favorite Tool<\/h3>\n<p>Organize your projects, tasks, and milestones with the tool of your choice. If you\u2019re looking for a marketing-focused roadmap tool,<a href=\"https:\/\/coschedule.com\"> consider a CoSchedule Calendar product<\/a>.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-91162 size-full\"><img alt=\"5-step process to creating a marketing roadmap\" loading=\"lazy\" width=\"1360\" height=\"3166\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2020\/12\/5-step-marketing-roadmap.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p><em>This piece was originally published December 2020. It was updated again August 2023.\u00a0<\/em><\/div>\n<\/div>\n<p><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planning a marketing project can feel chaotic for new and veteran marketers. With multiple elements and team members involved, how do you make sure you finish it on time and on spec? If your marketing project needs organization, try using a roadmap. It provides a structure that makes it easier for you and your team [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":135798,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98],"tags":[38472,4839,2961,2962,38473],"dealstore":[],"offerexpiration":[],"class_list":["post-135797","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-kanban","tag-organize","tag-simple","tag-steps","tag-task-template"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Organize Yours in 5 Simple Steps - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=135797\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Organize Yours in 5 Simple Steps - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Planning a marketing project can feel chaotic for new and veteran marketers. 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