Annual Marketing Plan
Docs + Word12 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 9 · US Letter
- Style
- Modern
- Difficulty
- Beginner
- Updated
- October 30, 2026
Every page (9)
Overview
Creator briefs often fail in one of two ways: they dictate a script and the content feels like an ad, or they leave out disclosure and usage rights and cause disputes later. This template keeps the brief short and exact. It covers the plan and contacts, an invitation email, scope, three key messages, dos and don'ts, disclosure rules and fees.
The sample follows a fictional spring launch for Fernside Coffee run by Cinderfield Creative, with eight creators across three tiers and a 12 to 25 April posting window. Replace the brand idea, deliverables, dates, fees and codes with your own, and have legal check the disclosure and usage wording.
Useful for
- A brand marketer sending a clear, fair brief to a shortlist of micro and nano creators
- An agency account lead setting deliverables, usage rights and payment terms before contracts go out
- A launch team agreeing disclosure rules and approvals with legal before any creator posts
What's included
- Brand and plan page with a contact schedule and a month calendar of sends and deadlines
- Invitation email with placeholders and three notes on why it works
- Scope page showing what is in and out, with definitions and exclusions
- Kick-off call talk track for the three must-say messages
- Process flows for approvals and for fixing problems, plus numbered disclosure rules
- Fee tiers, a budget summary, payment terms and a make-it-yours guide
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the Fernside Coffee background with the one idea you want creators to understand, then rewrite the deliverables with your formats, counts and dates.
- 3
Keep three must-say messages and leave the rest to the creator. Add your disclosure rule, usage period and the fee for each tier.
- 4
Create a unique link or code for every creator before the brief goes out, and have legal check the disclosure and usage wording.
- 5
Delete the guide page, then share the brief with each creator as a view-only copy or present it on the kick-off call.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Should the brief include a script?
No. Give three must-say messages and let the creator tell them in their own voice. Scripted posts read as adverts and tend to perform worse.
Which disclosure rules does the sample follow?
It follows the UK approach that a paid or gifted post must be clearly labelled as an ad. Rules differ by country, so check current guidance and ask legal to confirm.
Are the brand, people and figures real?
No. Cinderfield Creative, Fernside Coffee, every person, email address and figure in the sample are fictional. Replace them all with your own details.
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- #marketing
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