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Marketing/Intermediate

Write a post-campaign learning memo

Convert campaign objectives and results into a concise, evidence-led learning memo that distinguishes what happened from what may have caused it.

◷ About 18 min✦ Works with ChatGPT, Claude or Gemini
THE RESULT

What you’ll create

A post-campaign memo with objective-versus-result table, evidence limits, lessons, and next actions.

HOW TO USE IT

Workflow steps

  1. 01
    Check that each result has a definition, unit, period, and source.
  2. 02
    Compare results with the stated objective and baseline without changing the metric definitions.
  3. 03
    Separate observed outcomes from possible explanations and note confounders or missing data.
  4. 04
    Recommend a small number of next actions and what evidence would validate them.
COPY-READY INSTRUCTIONS

Start your workflow

Use the stages in order. Fill in the bracketed sections and add only source material you are permitted to share.

STAGE 1 — 1. Normalize the campaign data
When to use: Use before interpreting results.
Prompt: I am reviewing a completed campaign. Objective: [exact objective]. Audience and dates: [details]. Planned metrics and definitions: [paste]. Actual results with units, periods, and source: [paste]. Baseline or comparison data: [paste or “none”]. Spend and operational notes: [paste or “not tracked”]. Check for mismatched dates, definitions, denominators, missing values, and unsupported comparisons. Ask only essential questions. Do not infer values or silently repair data.
Expected return: A data-readiness table and normalized objective/actual/baseline table.
User check: Trace each figure to its source and confirm like-for-like periods and definitions.

STAGE 2 — 2. Interpret the evidence
When to use: Use when the data table is corrected.
Prompt: Using only the normalized data in this chat, summarize what changed relative to the objective and available comparison. For each conclusion, show the metric and figures that support it. Separate: observed result, plausible explanation, alternative explanation, and evidence still needed. Do not claim the campaign caused a result unless the supplied design supports that conclusion. Identify tracking gaps and operational factors that could affect interpretation.
Expected return: A short findings table with evidence, interpretation, caveat, and confidence rationale.
User check: Challenge causal language and check that every conclusion follows from the figures.

STAGE 3 — 3. Draft the learning memo
When to use: Use after validating Stage 2.
Prompt: Write a memo for [audience/decision maker] using these headings: campaign and objective; scorecard (metric, target, actual, variance, source); what appears to have worked; what did not; what remains unknown; three recommended actions; next measurement plan. Keep facts, explanations, and suggestions visibly separate. Use no invented benchmarks.
Expected return: A concise, editable post-campaign memo with three prioritized next actions.
User check: Confirm the memo includes all agreed metrics and does not overstate attribution or effectiveness.