Planning Tools and Templates

These tools translate the 4 P's framework into day-to-day practice. Use them in your planning sessions, workshops and stakeholder reviews.

The annual content strategy canvas

A one-page canvas that captures your objectives, audiences, regions, hero content and measurement plan — the artifact your stakeholders can rally around.

1. Start with business objectives, not content ideas
2. Map priority regions and the local teams who own them
3. Define the hero content each region can adapt
4. Agree on the metrics before anything ships

The global editorial calendar

A calendar template with columns for global themes, regional adaptations, owners and status — so headquarters and local teams plan in the same document instead of past each other.

The localization decision checklist

Not every asset should be localized the same way. This checklist helps you decide, per asset, between translation, transcreation, regional rewrite or local-original creation.

• Audience and intent: does the core message hold across cultures?
• Examples and data: are they relevant in each region?
• Channels: does the format fit how each market actually consumes content?

Want a walkthrough of these tools for your team? Ask about a workshop.