I find using a simple excel sheet, with the following columns helps me: Objective (what action trying to drive like "increase traffic to site") Lever (overall

I find using a simple excel sheet, with the following columns helps me: Objective (what action trying to drive like "increase traffic to site") Lever (overall bucket like email or SEO or PR) Tactic (specific initiative like "write 5 blog posts re: X" or "get 2-3 quality press coverage articles") Metric (how you'll be measuring success like "2x traffic in 4 weeks" or "increase conversion by 4%) Lead (team member responsible) Learnings (summary of findings) Though it doesn't cover everything, I find it helpful to review with team on Mondays to make sure everyone is on same page about week's priorities and any recent findings. The trick I find is in sticking to it, whatever the system is.