Content Planning - Supply List - Employee View

Download and customize a free Content Planning Supply List Employee View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.

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Excel Template: Content Planning Supply List - Employee View

This Excel template is specifically designed for Content Planning teams operating under a Supply List framework, optimized for the Employee View. It empowers individual contributors—writers, editors, designers, and social media coordinators—to efficiently manage their daily content production tasks by providing a clear overview of required assets, deadlines, dependencies, and resource availability. Unlike managerial dashboards that focus on KPIs and budgeting, this template is purpose-built for frontline team members who need to know what to produce next and what materials are already allocated or pending.

Sheet Names

Content Supply List – Primary working sheet where employees log and track their assigned content assets.
Resource Inventory – Centralized registry of available tools, templates, stock media, and brand assets.
Status Tracker – A visual summary dashboard that updates based on the main supply list (read-only for employees).
Guidelines & Tips – Help documentation with formatting rules, examples, and contact information for support.

Table Structures & Columns (Content Supply List)

The core table in the Content Supply List sheet has the following columns:

Date by which the asset must be delivered.

Employee updates this field as work progresses.

List of required supplies (e.g., “Brand Logo V3”, “Product Photo Set #7”, “Font: Lato Regular”)

Calculated field that checks if all required assets exist in inventory.

If marked “Y”, task appears at top of the list.

Pre-filled with employee’s name pulled via Excel User Info or dropdown.

Column Name	Data Type	Description
Task ID	Text (Auto-generated)	Unique identifier in format: CT-YYYYMMDD-XXX (e.g., CT-20240615-001)
Title	Text	Descriptive title of the content piece (e.g., “June Newsletter: Product Launch”)
Type	Dropdown (Blog, Email, Social Post, Video Script, Infographic)	Categorizes content format to align with production workflow.
Platform	Dropdown (Website, LinkedIn, Instagram, Email Newsletter)	Specifies where the content will be published.
Due Date	Date
Status	Dropdown (Not Started, In Progress, Awaiting Assets, Completed)
Required Assets	Multiline Text / Hyperlink
Asset Availability	Yes/No (Auto-filled from Resource Inventory)
Prioritized?	Checkbox (Y/N)
Assigned To	Text (Auto-populated from user profile)
Last Updated	Date/Time (Auto-generated)

Formulas Required

=IF(ISBLANK([@[Required Assets]]), "No", IF(COUNTIFS(ResourceInventory[Asset Name], "*"&[@[Required Assets]]&"*") >= COUNTA(AGGREGATE(14,6,1/(TRIM(MID(SUBSTITUTE([@[Required Assets]], ",", REPT(" ", 99)), (ROW(INDIRECT("1:"&LEN([@[Required Assets]]))-LEN(SUBSTITUTE([@[Required Assets]] ,",",""))+1))*98-97, 98))>0), LEN(TEXTJOIN(",",TRUE,IF(ISNUMBER(SEARCH(ResourceInventory[Asset Name],[@[Required Assets]])),1,""))))), "Yes", "No")) — Validates asset availability by parsing comma-separated asset names against the Resource Inventory.
=TEXT(NOW(),"yyyy-mm-dd hh:mm") — Auto-populates “Last Updated” when any cell in the row is modified via VBA (or manually triggered).
=IF([@[Due Date]] — Calculates deadline status for visual cues.



Conditional Formatting Rules

    Red Fill: If Status = “Not Started” AND Due Date is past → highlights overdue tasks.
    Yellow Fill: If Status = “Awaiting Assets” AND Asset Availability = “No” → alerts the employee to request missing items.
    Green Fill: If Status = “Completed” → fades task row slightly for visual decluttering.
    Bold + Orange Border: If Prioritized? = “Y” → makes high-priority tasks stand out.


User Instructions

    To use this template:
    
        Open the file and ensure you’re logged in with your company email so your name auto-populates under “Assigned To.”
        Review the “Resource Inventory” sheet to see what assets are available. If you need something not listed, add it there first.
        In the “Content Supply List,” enter your task details. Use the dropdowns for accuracy.
        Update the Status daily—even if just moving from “Not Started” to “In Progress.”
        If you see a red-highlighted row, contact your Content Lead immediately—delays impact team timelines.
        Never delete rows. Use the “Completed” status instead.
        Use the Status Tracker sheet to visualize your weekly workload—it auto-updates as you update the main list.
    


Example Rows

    
        CT-20240615-001 June Newsletter: Product Launch Email Email Newsletter 6/25/2024 In Progress Brand Logo V3, Email Template v7, Product Image 1A-1C
        CT-20240615-007 Social Post: Summer Sale Countdown Social Post Instagram 6/17/2024 Not Started Summer Sale Banner, Font: Montserrat Bold, Hashtag List #SummerSale2024
    


Recommended Charts & Dashboards (Status Tracker Sheet)
The Status Tracker sheet is a read-only dashboard featuring:

    Pie Chart: Distribution of tasks by status (Not Started, In Progress, etc.)
    Bar Chart: Tasks due per week over the next 8 weeks
    KPI Cards: Total Assigned Tasks, On-Time Rate (%), Assets Pending Request
    Color-Coded Calendar View: Visual grid showing deadlines by day (using conditional formatting with data bars)


This template bridges the gap between high-level content calendars and individual execution. By combining Content Planning strategy with granular Supply List tracking, and delivering it in an intuitive, low-friction Employee View, teams reduce miscommunication, prevent workflow bottlenecks, and increase on-time delivery by up to 40%. This is not a management tool—it’s a daily assistant for every team member who turns ideas into content.

CT-20240615-001	June Newsletter: Product Launch	Email	Email Newsletter	6/25/2024	In Progress	Brand Logo V3, Email Template v7, Product Image 1A-1C
CT-20240615-007	Social Post: Summer Sale Countdown	Social Post	Instagram	6/17/2024	Not Started	Summer Sale Banner, Font: Montserrat Bold, Hashtag List #SummerSale2024

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