Content Strategy Planner Template
A strong content strategy boils down to creating the right type of content for your target audience. Use Xtensio’s interactive content strategy planner template with your team to go through every step of your content strategy, from planning and executing to publishing and optimizing.
- Create a plan to generate reliable and cost-effective sources of website traffic and new leads.
- Define how and what type of content will be used to achieve marketing and business goals.
- Eliminate confusion across departments and streamline content creation.
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What is a content strategy framework?
The content strategy is a foundational piece of your marketing plan. A content strategy is an ongoing process of turning business objectives into an actionable plan that uses content as the key source of achieving those goals. This framework consists of managing any tangible media that your business creates and owns and helps you outline all the elements you need to plan, execute, publish, and optimize your content.
What information should be included in a content plan?
The information that you include in your content strategy will depend on your business goals and should speak directly to these objectives. In digital marketing, content focuses on four main elements:
- Information – What type of message does your content revolve around? Information can be factual, practical, informative, fun, or a combination.
- Context – This is the objective of your content. Who is your target audience? What problem is your content trying to solve, for your business and the reader?
- Medium – What channels are you publishing the content on, and how does that influence the overall message?
- Format – Content comes in many different styles: text, image, audio, video, interactive, virtual/augmented reality, etc.
How do you write a content strategy?
To reiterate, your content strategy will start with your core business goals and objectives, so start there!
Define your core goals
These goals should be high-level, meaning they should be broad statements or generalities rather than focusing on the fine details. Establish a few goals and build your content around them. Some examples of goals for your content strategy may be:
- Drive traffic to your site via organic traffic.
- Bring exposure to your products and services.
- Become thought leaders in the industry.
Identify Key Performance Indicators (KPIs)
What variables will you look at to define the success of your content? Your KPIs will vary depending on your product and service as well as the goals you’re trying to reach. They may include:
- Reach X number of views per month on the blog.
- Gain X number of new followers on social media.
- Generate $X in revenue.
- Add X number of new opt-ins to the newsletter each month.
- Reach X amount of shares per blog post per month.
Understand who your target audience is
Make sure you understand who your audience is and what they care about. This will help you write relevant content. What information are they seeking? What problems are they trying to solve? Create personas of your ideal audience.
Uncover keywords related to your target audience
You can search popular keywords on the channels you plan to share on (social media, blog, webinars, etc.) or use Google Keyword Planner to find the right keywords for your content. This will improve the SEO and searchability of your content, and help you reach your target audience.
Create a content frequency calendar
How often will you be creating new content? Once a month? Three times a month? Think of your calendar broadly and then go into the finer details afterward. Define a topic for each month, and create subtopics that can guide your content creation.
Write down your publishing procedures and distribution channels
Where might you find your target audience? Every medium is different, what goes onto Instagram can’t possibly be the same as what goes on LinkedIn. Every platform has a finesse that will yield the most results for your company. Some channels you may want to distribute your content on:
- Social Media: Facebook, Twitter, LinkedIn, Pinterest, Instagram, Etc.
- Help Channels: Quora, Reddit, or StumbleUpon.
- Newsletters.
- Traditional PR.
- Influencers.
You’ll also want to create a checklist of procedures to perform before you publish your content to make sure you cover your bases before pushing content to hundreds and thousands of people.
- Proofread for spelling and broken links (obviously).
- Include a direct and compelling post title and make sure your URL matches.
- End with a call-to-action you want your reader to perform.
- Assign Alt Text to any image inserts (recommended for SEO).
- Optimize social share language and images.
- Write a compelling meta description and title.
- Saturate your content with the keywords mentioned in the section above.
Brainstorm content ideas
Take your learnings from uncovering your business goals, target audience, and content topics to brainstorm some ideas for content you’d like to create.
Why develop a Content Strategy?
Companies dedicate time and resources to content marketing as an inbound or organic lead-generation method to increase brand awareness, establish brand trust, and boost traffic to the brand domain. It’s bigger than ever now because the digital age made it so that content marketing can be a low to no-cost method of reaching potential customers. It used to be more like the side hustle next to advertising and sales. And for companies like us, it is the only hustle.
If you choose to enter the content game, beware! It has become extremely saturated. There are more and more platforms, publishing channels, automation tools, and SEO knowledge that make the content path accessible to all. A lot of copycat content out there that creates an echo chamber effect. There is huge competition for search ranking. Players with unlimited resources are merging the content game with the advertising game to tip the scales to their own advantage in the attention span wars. Therefore for small businesses or startups, the effort you put into content marketing should be nimble and experimental, but also well-planned and strategic.
We put together instructional content marketing process templates that can take you through different phases of your content marketing efforts. These are the industry’s best strategy, productivity, and creativity frameworks to tap into. Check them out if you plan to enter the content game.
How to create a content strategy with Xtensio
- Click and start editing, no account or credit card required.
Follow along with the instructional content strategy template details. Add charts, graphs, images, and videos to customize the content strategy template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.
- Customize everything in the content strategy template to match your brand guidelines.
Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your content strategy and more.
- Work on your content strategy together on the cloud.
Add colleagues (or clients) to collaborate on the content strategy template. Changes automatically save and sync across all devices, in real-time.
- Share a link. Present a slideshow. Embed. Download a PDF/PNG.
The content strategy template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
- Reuse and repurpose.
Save your own custom annual content strategy templates. Or copy and merge into other documents.
Content Strategy vs Content Plan vs Editorial Calendar
These three terms get used interchangeably, but they serve fundamentally different purposes. Conflating them is one of the most common reasons content programs underperform.
A content strategy answers the “why” and “for whom.” It defines your audience segments, the problems your content solves, the channels you will prioritize, and how content supports business goals. Strategy is directional. It does not specify individual pieces of content.
A content plan answers the “what” and “when.” It translates strategy into a list of specific deliverables: blog posts, case studies, landing pages, email sequences, and social campaigns. Each item ties back to a strategic pillar. The plan assigns owners, deadlines, and distribution channels for every piece.
An editorial calendar is the execution schedule. It maps planned content to specific dates, tracks production status, and coordinates publishing across channels. Think of it as the operational layer that keeps the plan moving.
Most teams skip the strategy layer entirely and jump straight to an editorial calendar. The result is a steady stream of content that lacks focus, speaks to no one in particular, and generates traffic that never converts. Start with the strategy document, build the plan from it, then populate the calendar. In Xtensio, you can build all three as live links that stay connected, so changes to the strategy automatically inform the plan and calendar your team references.
5 Content Strategy Mistakes That Waste Budget
Content marketing budgets are finite. These five mistakes consume resources without producing results.
1. Skipping audience research. Publishing content without validated audience data is guessing with a budget. Interview customers, analyze support tickets, and review search behavior before writing a single brief. A content strategy built on assumptions attracts the wrong traffic and generates leads that sales cannot close.
2. Chasing trends instead of building pillars. Trending topics drive short bursts of traffic that disappear within weeks. Pillar content around core themes compounds over time. Allocate no more than 20% of your production capacity to reactive, trend-based pieces. The remaining 80% should reinforce your strategic pillars.
3. Creating content without a distribution plan. Publishing is not distributing. Every piece in your content plan needs a distribution path before production begins: organic search, email, social, paid amplification, or partner syndication. Content without distribution is inventory sitting in a warehouse.
4. Measuring vanity metrics. Pageviews and social shares feel good but rarely correlate with revenue. Track metrics that connect to business outcomes: marketing-qualified leads, pipeline influenced, conversion rate by content type, and time-to-close for content-sourced deals. If your strategy document does not define these metrics, add them now.
5. Creating content in isolation from sales. When marketing creates content without input from sales, you end up with thought leadership that prospects never see and battle cards that sales never uses. Build your strategy with sales feedback baked in. Use a shared workspace where both teams can access and update the same deliverables, from persona documents to competitive positioning.
How to Keep Your Content Strategy Current
A content strategy is not a document you write once and file away. Markets shift, audiences evolve, and competitors change their approach. The strategy must keep pace.
Quarterly reviews. Every 90 days, compare your content performance against the KPIs defined in the strategy. Identify which pillars are driving results and which are underperforming. Reallocate resources accordingly. A quarterly review should take two to three hours and result in specific adjustments to the content plan for the next quarter.
Annual overhaul. Once a year, revisit the entire strategy from the ground up. Refresh your audience research, reassess competitive positioning, and evaluate whether your content pillars still align with business priorities. Annual overhauls often reveal that one or two pillars have become irrelevant while new opportunities have emerged.
Trigger events. Some changes cannot wait for the quarterly cycle. A new product launch, a major competitor move, a shift in search behavior, or a change in your target audience all warrant an immediate strategy review. Define these triggers in advance so your team knows when to act.
The living document approach. Static strategy documents become outdated the moment they are finished. Instead of treating your content strategy as a PDF locked in a shared drive, make it a living deliverable that your team can update in real time. When a stakeholder opens the strategy, they should see the current version, not a snapshot from six months ago. Share it as a live link so every team member, from the CMO to the freelance writer, always works from the same source of truth. Pair your strategy with a marketing plan template to translate strategic direction into actionable deliverables your team can reuse across campaigns.
Related to the Content Strategy Planner Template
Fully customizable templates that you can make your own.
What to include in a content strategy
A content strategy is more than an editorial calendar. It is the system that connects your business goals to the content your team creates. Here are the essential components:
- Business objectives — What does content need to achieve? Lead generation, brand awareness, customer education, SEO traffic? Prioritize no more than 3 objectives per quarter.
- Target audience — Who are you creating content for? Define personas with specific pain points, information needs, and preferred channels.
- Content pillars — The 3-5 core themes your content will consistently cover. These should map to your product’s strengths and your audience’s needs.
- Channel strategy — Where will you publish and distribute? Blog, social media, email, partnerships? Each channel needs its own format and cadence.
- Editorial calendar — The timeline for creation, review, and publishing. Include deadlines, owners, and status tracking.
- Brand voice guidelines — How your content should sound. Tone, vocabulary, formatting standards, and examples of good vs bad.
- KPIs and measurement — How you will judge success. Traffic, engagement, leads, conversion rate, share of voice?
- Workflow and roles — Who writes, who edits, who approves, who publishes? Define the process so content does not bottleneck.
Content strategy vs content plan vs editorial calendar
These three documents serve different levels of the same system:
- Content strategy — The WHY and WHO. Defines objectives, audience, pillars, and how content supports the business. Updated quarterly.
- Content plan — The WHAT. Maps specific content pieces to pillars, formats, and channels for a given period. Updated monthly.
- Editorial calendar — The WHEN and WHO. The production schedule with deadlines, owners, and status. Updated weekly.
You need all three, but the strategy comes first. Without a clear strategy, your content plan becomes a list of random topics and your editorial calendar becomes a production treadmill with no direction.
Why your content strategy needs a living workspace
Content strategy is inherently collaborative and evolving. It involves input from marketing, product, sales, and leadership. It changes as you learn what works and what does not.
Static documents — Google Docs, slide decks, PDFs — create version chaos. By the time the quarterly strategy review happens, the team is working from three different versions of the plan.
With Xtensio, your content strategy lives in a deliverables workspace where your team can:
- Collaborate in real time — Marketing, product, and sales all contribute to the same strategy document
- Keep strategy alongside execution — Your strategy, content plan, editorial calendar, and brand guidelines all live in one workspace
- Share with stakeholders — Send a branded live link to leadership for review. They always see the latest version.
- Update quarterly without starting over — Revise the strategy document in place. The link stays the same. No re-sharing needed.
- Track who reviewed it — See which team members viewed the strategy and when, so you know who is aligned
The best content strategies are not documents that get created and forgotten. They are living deliverables that guide daily decisions and evolve with your business.
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