Template

Checklist: campaign readiness, activation and recovery

Check store eligibility, stock, creative assets, proof and issue ownership across each campaign phase.

ForTrade marketingAgency managerField operations2 min readReviewed October 26, 2026

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Campaign brief

  • Objective: __________________________
  • Eligible outlets / formats: __________________________
  • Campaign start and end: __________________________
  • Mandatory store conditions: __________________________
  • Accountable business owner: __________________________
  • Escalation channel and SLAs: __________________________
  • Required evidence: __________________________

Before launch

  • Store list is correct and versioned.
  • Required SKUs are authorized for each store and stock readiness assessed.
  • Price, promotion mechanics and legal approval are final.
  • POS materials and display fixtures have named delivery owners.
  • Field representatives have realistic instructions and task durations.
  • Store access and photography permissions are understood.
  • No-go risks have been reviewed.

On launch

  • Each eligible outlet has a clear responsible rep or partner.
  • Launch tasks are available in the field workflow.
  • Stock, display, signage and price are checked separately.
  • Failed conditions get a root-cause reason and named owner.
  • Evidence includes the relevant time and store context.

During the campaign

  • Priority stores missing conditions receive targeted recovery actions.
  • Material delays and stock issues are escalated to the right team.
  • Campaign compliance is reported with eligible, assessed and unknown populations.
  • Rechecks verify fixes before the promotional window closes.

After the campaign

  • Capture on-time compliance, corrected exceptions and unresolved causes.
  • Compare commercial outcomes responsibly; do not equate correlation with causation.
  • Record what should change for the next program.

Learn: Campaign execution playbook

Keep going

Related reading.

Campaign ExecutionLaunch a retail campaign that actually appears in storeCoordinate campaign plans, store eligibility, assets, field tasks, proofs and in-flight corrections.3 min readRetail Execution ExcellenceRetail execution: a practical operating modelTurn field activity into reliable in-store outcomes through a repeatable plan, execute, verify and improve cycle.5 min readRetail Execution ExcellenceThe perfect-store framework: what good looks likeDesign a practical store-health scorecard across availability, assortment, shelf, promotions and service.5 min read
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