Importance
The client, TCCC, Duane, etc.
Who owns the responsibility for the campaign workbook?
Brand Experience, campaign lead, etc.
Who can lock the archived versions of workbooks?
Supervisor or AD
What is the first step in the budget process?
TCCC releases the funds to Publicis
What three budget items should mirror each other?
Lumina, Campaign Workbook, and Budget Tracker
What type of 'source of truth' is the campaign workbook?
Campaign source of truth
Where can you find the information to complete the 'media strategy & channel mix' tab?
E2E and Media Approach
When should a new version of the campaign workbook be created?
Only when an updated version of the campaign workbook template is released
Why do we put placeholders in Lumina?
To match the budget module
Should the campaign workbook display planned dollars or purchased dollars?
Planned
Explain how the campaign workbook helps financial stewardship?
Showcases budget allocation, tracks financial changes, etc.
How many tabs are the cross channel investment lead responsible for?
2: Investment raw data and Investment roll up for Lumina
When does the campaign workbook get moved to the external folder?
When it is sent out or presented with the tactical deck
What tool is used to help us match the budget module?
Lumina
What day should we be expecting incremental funds this week? (Hopefully)
Friday
Name 3 details you can find about a campaign in the workbook?
Audience information, tactic details, measurement studies, etc
6: BE, Strategy, Audience, Investment, Analytics, Cross Channel Investment Lead
How do you transfer the campaign workbook from the internal folder to the external folder?
Move it, NEVER copy it
What does the MAF have to match?
The MAF must match the campaign workbook in detail
Who was the last PGD member to send the budget tracker to the team?
Daniel
Name at least 3 important functions of the campaign workbook?
Campaign source of truth, cross functional alignment, change management, client alignment, financial stewardship
Planning Timeline, Campaign Overview, Audience Intake Information, Audience Planning Grid, Media Strategy & Channel Mix, and Audience Activation Grid
Name 3 dangers of having multiple versions of a campaign workbook
2. Conflicting campaign details
3.Difficult process to back track
Explain the budget process from beginning to end?
TCCC releases funds, Lumina placeholders created, budget tracker updated, client approves plan & investment teams briefed, workbook updated, breakouts in lumina and send MAF for approval
What day was the last campaign workbook template dropped?