Betterment's Launch Marketing Template

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Betterment's Launch Marketing Template

A doc that centralizes all aspects of a project from Betterment. From kickoff to marketing; this template is a growing repository of info about your project.

Elizabeth Derby

Overview

Our project doc is designed to centralize an entire project story in a single document - from kickoff to marketing to scorecard narrative learnings. This doc should grow as the project continues, and should be an up-to-date repository for all information about a project.

To Use This Doc

Copy the doc using the dropdown menu in the document title

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Rename your doc using the titling structure [Concept Name] Project Name

Sections

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Launch Tier⁠

: Tier documentation showing size of launch and reasoning.

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Project Overview⁠

: Use this as one central document for your kickoff and keep it updated throughout the project with decisions, risks, etc

Folders

Project Management

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Decisions Log⁠

: Documents decisions made throughout the course of the project, why they were made, and who decided. (There's also a view of this on the Project Overview page.)

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Risk Log⁠

: Documents risks raised throughout the course of the project, why they were raised, and how they were resolved. (There's also a view of this on the Project Overview page.)

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Project Scorecard⁠

: Main table for scorecard metrics, set with targets and measured with actuals for days 7, 30, and 90. (There's also a view of this on the Project Overview page.)

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Notes⁠

: A record of meeting notes and thought documents relevant to the project progression.

Launch Marketing

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High-Level View⁠

: For people looking for the high-level view of the marketing plan.

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For Channel Owners⁠

: For channel owners. Includes launch calendar, positioning, channel progress tracker, and customer journey.

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Launch Day Schedule⁠

: Shows when every channel is going live. Used for managing timeline day of launch.

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Copy and Messaging⁠

: Approved customer-facing language used to describe feature.

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PMM Only⁠

: Area for PMM to manage underlying data.

Checkpoint Communications:

Templates for the emails sent to communicate a release to the broader company. Store the text of your emails here. There are also templates used to report insights and actions once a project has launched, based on scorecard metrics.

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👉 Start with

Launch Tier⁠

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By Liz, Senior Product Marketing Manager

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