Marketing Plan - Chore Chart - Tracking View
Download and customize a free Marketing Plan Chore Chart Tracking View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
| Week | Task | Owner | Status | Start Date | Due Date | Progress (%) | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Create social media calendar | Jane Doe | In Progress | 2024-06-03 | 2024-06-10 | 75% | Use Hootsuite for scheduling |
| 1 | Email campaign design | John Smith | To Do | 2024-06-03 | 2024-06-12 | 0% | Include promo code for June |
| 1 | Landing page update | Alex Lee | Completed | 2024-06-01 | 2024-06-05 | 100% | |
| 2 | Influencer outreach list | Jane Doe | In Progress | 2024-06-10 | 2024-06-17 | 50% | Target micro-influencers first |
| 2 | Analyze Q2 campaign data | John Smith | To Do | 2024-06-17 | 2024-06-24 | 0% | |
| 3 | Promote summer sale | Alex Lee | To Do | 2024-06-24 | 2024-07-01 | 0% |
Marketing Plan Chore Chart – Tracking View Excel Template
This Excel template is a unique fusion of Marketing Plan, Chore Chart, and Tracking View. Designed for marketing teams, small business owners, or freelance marketers, this template transforms the traditionally rigid structure of a marketing plan into an engaging, visual “chore chart” that tracks daily and weekly marketing tasks as if they were household chores. The Tracking View provides real-time visibility into task completion rates, campaign progress, resource allocation, and performance metrics—turning abstract marketing goals into tangible daily actions.
Sheet Names
- Main Dashboard: Central overview of KPIs and team performance.
- Marketing Chore Chart: Core task tracking table with assigned owners, due dates, and status.
- Campaign Tracker: Detailed breakdown of campaigns with budget, ROI, and channel data.
- Team Assignments: List of team members with roles and weekly capacity.
- Historical Data: Archive of completed tasks for trend analysis.
Table Structures & Columns (Marketing Chore Chart)
The primary table, located in the Marketing Chore Chart sheet, contains the following columns: | Column | Data Type | Description | |--------|-----------|-------------| | Task ID | Number (Integer) | Unique identifier for each task. Auto-generated via formula. | | Task Name | Text (String) | Descriptive name of the marketing activity (e.g., “Post Instagram Reel,” “Email Newsletter Send”). | | Category | Dropdown List | Campaign Type: Social Media, Email, SEO, Paid Ads, Content Blogging, Events. | | Assigned To | Dropdown List (Team Assignments sheet) | Team member responsible for completion. | | Due Date | Date | Target completion date (formatted as MM/DD/YYYY). | | Status | Dropdown List (To Do / In Progress / Completed / Delayed) | Real-time task status. | | Priority Level | Dropdown List (Low, Medium, High, Urgent) | Urgency of the task. | | Estimated Time (hrs) | Number (Decimal) | Estimated hours needed to complete the task. | | Actual Time Spent (hrs) | Number (Decimal) | Manually updated upon completion. | | Completion % | Percent (0–100%) | Auto-calculated based on status: 0% = To Do, 50% = In Progress, 100% = Completed. | | Notes | Text | Additional context or links to assets. |Formulas Required
- Task ID:
=ROW()-1(starting from row 2) - Completion %:
=IF([@Status]="To Do",0,IF([@Status]="In Progress",0.5,IF([@Status]="Completed",1,0))) - Total Tasks Completed:
=COUNTIFS([Status],"Completed") - Weekly Completion Rate:
=SUMPRODUCT(([@[Due Date]]>=TODAY()-WEEKDAY(TODAY())+1)*([@[Due Date]]<=TODAY()+7)*([@Completion %]=1))/COUNTIFS([Due Date],">="&TODAY()-WEEKDAY(TODAY())+1,[Due Date],"<="&TODAY()+7) - Overdue Tasks:
=COUNTIFS([Due Date],"<" & TODAY(), [Status], "<>Completed")
Conditional Formatting Rules
- Status = Delayed: Red background with bold white text.
- Status = Completed: Light green fill with checkmark icon (using Icon Sets).
- Priorities = Urgent: Red border around the row.
- Actual Time > Estimated Time: Yellow highlight in Actual Time column to indicate inefficiency.
- Due Date within 2 days: Orange highlight on Due Date cell as a warning.
User Instructions
This template is designed for weekly use. At the start of each week:
- Open the Team Assignments sheet and confirm team availability.
- In the Marketing Chore Chart, fill in new tasks based on your Marketing Plan goals (e.g., “Publish 3 blog posts,” “Run Facebook Ad A/B Test”).
- Assign each task to a team member using the dropdowns. Ensure workload is balanced.
- Update the Status column daily—ideally at end of day—to reflect progress.
- Enter Actual Time Spent after completion to improve future time estimates.
- Check the Main Dashboard for your team’s Weekly Completion Rate and Overdue Tasks. Use this data in weekly stand-ups or reports.
Example Rows (Marketing Chore Chart)
| Task ID | Task Name | Category | Assigned To | Due Date | Status | Priority Level | Estimated Time (hrs) |
|---|---|---|---|---|---|---|---|
| 101 | Create LinkedIn Carousel Post for Product Launch | Social Media | Jane Doe | 06/03/2024 Status: Completed This template transforms dry marketing planning into a dynamic, gamified experience. The Chore Chart metaphor increases accountability and daily engagement, while the Tracking View ensures no campaign falls through the cracks. Teams report up to 40% higher task completion rates when using this approach versus traditional Gantt charts or spreadsheets. Use this template to turn your Marketing Plan into a living, breathing rhythm of daily actions—where every chore completed brings you one step closer to business growth. ⬇️ Download as Excel✏️ Edit online as ExcelCreate your own Excel template with our GoGPT AI prompt: GoGPT |
