Guides › Managing a Team
Plan a sales promotion every department is ready for
One shared promotion plan with dates, owners and a checklist for each department, so stock, staff and marketing are all ready on launch day.
When to use it
Six to eight weeks before a promotion
Step by step
Describe the promotion
Write down what's on offer, the dates, the products or services involved, the departments that need to act and your budget.
Ask for a plan
Paste this into your AI assistant.
Prompt to copyI'm an operations manager planning a promotion: [describe offer, dates, products]. Departments involved: [e.g. buying, warehouse, store teams, marketing, customer service, finance]. Budget: [amount]. Create a plan working back from launch day with: tasks for each department, a deadline and suggested owner role for each task, dependencies (what must happen before what), and a launch-day checklist. Add a list of the top five things that commonly go wrong with promotions like this and how to prevent each. Format the tasks as a list I can copy into a project board, one task per line.Put it on a board
Create a Trello board with a list per department and paste in the tasks as cards, adding owners and due dates.
Book the check-ins
Add a weekly 15-minute promotion stand-up to Google Calendar with each department lead until launch, and a review a week after it ends.
What you get
Week -6 Buying: confirm extra stock with supplier (owner: buyer). Week -4 Marketing: signage artwork signed off. Week -2 Warehouse: stock received and checked. Common issue: tills not updated with new prices - test on day -2.
Tips
- After the promotion, paste the board and results into your assistant and ask what to do differently next time.