Content Planning - Shopping List - Planning View
Download and customize a free Content Planning Shopping List Planning View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
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Content Planning Shopping List – Planning View Excel Template
This Excel template is a specialized Shopping List designed for Content Planning, structured in a comprehensive Planning View. Unlike generic shopping lists, this tool is engineered to help content creators, marketers, and social media managers systematically organize their editorial calendar and associated resource needs. It transforms the traditional idea of a “shopping list” — typically for groceries or supplies — into a strategic inventory of content assets, tools, collaborators, and deadlines required to execute a successful content strategy.
Sheet Names
- Main Planner: The core dashboard where all content tasks are tracked with formulas and conditional formatting.
- Resource Library: A static reference sheet listing vendors, tools, templates, and freelancers.
- Timeline View: A Gantt-style monthly overview of planned content publishing dates.
- Analytics Summary: Auto-calculated metrics and performance projections based on past data (optional).
Table Structure & Columns (Main Planner)
The Main Planner contains a single dynamic table with the following structured columns: | Column Name | Data Type | Description | |-------------|-----------|-------------| | Content Topic | Text | Title or theme of content piece (e.g., “10 SEO Tips for 2025”) | | Content Type | Dropdown (Blog, Video, Instagram Post, Podcast) | Specifies format to align with platform strategy | | Target Platform | Text / Dropdown (Website, YouTube, Instagram, LinkedIn) | Platform for distribution | | Due Date | Date | Deadline for content completion | | Publish Date | Date | Scheduled publish date; auto-populated from calendar | | Priority Level | Dropdown (High, Medium, Low) | Used to sort and filter urgent tasks | | Required Tools/Assets* | Text (comma-separated) e.g., “Canva Pro, Adobe Premiere, Stock Photo” | Lists external resources or tools needed — this is the true "Shopping List" component | | Assigned To | Text / Dropdown (Team Member Name) | Responsible creator or freelancer | | Status | Dropdown (Not Started, In Progress, Ready for Review, Published) | Real-time tracking of workflow | | Budget Estimate ($) | Number | Estimated cost for tools, stock assets, or outsourcing | | Actual Cost ($) | Number (user-input post-completion) | Allows comparison between estimate and spend |Formulas Required
=IF([@Status]="Published", TODAY(), "")— Auto-populates when content is marked complete.=SUMIFS([Budget Estimate], [Priority Level], "High")— Calculates total budget for high-priority items.=COUNTIF([Content Type], "Video")— Tracks volume of video content monthly.=DATEDIF([Due Date], TODAY(), "d")— Shows days remaining until deadline (negative = overdue).=VLOOKUP([Required Tools/Assets], ResourceLibrary!A:B, 2, FALSE)— Auto-fills vendor contact or link when tool name is entered.
Conditional Formatting
- Red fill: Tasks with “Overdue” status (days remaining < 0).
- Yellow fill: Tasks due in the next 3 days.
- Green fill: Published content.
- Blue text on orange background: Items with budget over $150 (highlighting high-cost shopping list items).
- Icon set (traffic lights): Based on Priority Level — red = High, yellow = Medium, green = Low.
Instructions for the User
How to Use This Template:
- Start by populating the Resource Library sheet with your go-to vendors (e.g., Shutterstock, Fiverr, Canva Pro subscriptions).
- In the Main Planner, add each content idea as a row. Be specific about required tools or assets — this turns your planning into an actionable shopping list.
- Assign deadlines and status daily. The template will auto-highlight delays.
- Update “Actual Cost” after purchase to analyze ROI on content tools.
- Use the Timeline View sheet to drag-and-drop publishing dates visually (linked via formulas).
- Each week, filter by “High Priority” and “Required Tools/Assets” to generate your weekly shopping list for subscriptions, graphics, stock footage, etc.
Example Rows
| Content Topic | Content Type | Platform | Due Date | Publish Date | Priority Level | Required Tools/Assets* |
|---|---|---|---|---|---|---|
| Eco-Friendly Packaging Guide (Q2) | Blog | Website | 04/15/2025 | 04/23/2025 | High | Fiverr Designer, Adobe Illustrator, Shutterstock Image #1789-3X |
| How to Use AI for Instagram Captions | Video | YouTube & Instagram Reels | 05/02/2025 | 05/10/2025 | High | Captions AI Tool, Canva Pro, Voiceover Recording Mic |
| Weekly Newsletter Template #8 | Email Template | Email (Mailchimp) | 04/10/2025 | 04/17/2025 | Medium | Mailchimp Premium, Canva Template #MKT-89 |
Note: The “Required Tools/Assets” column is the heart of your Shopping List. It transforms abstract planning into concrete procurement.
Recommended Charts & Dashboards
- Pie Chart: Distribution of content types (Blog vs. Video vs. Social Posts) to ensure balanced planning.
- Stacked Bar Chart: Monthly budget allocation by priority level — reveals overspending risks.
- Timeline Gantt (on Timeline View): Visualizes publishing schedule across months, linking directly to the Main Planner’s dates.
- KPI Summary Box: Top-left dashboard displaying: “Total Content Ideas,” “On-Time Rate %,” “Total Tools Purchased This Month,” and “Budget Variance.”
This Content Planning Shopping List – Planning View template merges operational efficiency with strategic foresight. It doesn’t just tell you what to create — it tells you exactly what to buy, when to buy it, and who needs it done. By treating content creation like a supply chain with tangible assets, this tool ensures that no creative idea is left behind due to missing tools or unclear priorities.
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