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.
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
: Tier documentation showing size of launch and reasoning.
: Use this as one central document for your kickoff and keep it updated throughout the project with decisions, risks, etc

Folders
Project Management
: 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.)
: 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.)
: 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.)
: A record of meeting notes and thought documents relevant to the project progression.

Launch Marketing
: For people looking for the high-level view of the marketing plan.
: For channel owners. Includes launch calendar, positioning, channel progress tracker, and customer journey.
: Shows when every channel is going live. Used for managing timeline day of launch.
: Approved customer-facing language used to describe feature.
: 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.


👉 Start with


By Liz, Senior Product Marketing Manager

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