Resources / Put the plan on paper
PR planning templates and worksheets
Work through the questions that make a PR project easier to plan. Each worksheet includes instructions, example entries and a CSV template you can use in a spreadsheet.
Founder launch brief template
A practical brief for the founder story, customer problem, launch messages and profile updates before a product announcement.
Professional profile audit template
Map your public profiles, name variations, outdated descriptions and next updates in one practical worksheet.
Award project record template
Organize the challenge, decisions, contribution and results of a project before writing award and competition entries.
Executive voice brief template
Capture an executive's subjects, language, examples and review preferences before writing LinkedIn and thought leadership content.
White-label PR handoff template
A practical worksheet for agency partners to agree the client brief, deliverables, review process and reporting before PR work begins.
AI visibility review worksheet
Record how AI search describes a professional or company, which sources it cites and how answers change across a defined query panel.
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