SayPro Budget Allocation Document

Document Name:

Budget Allocation Document

Required From:

Media Planners, Campaign Managers, Marketing Budget Analysts, Digital Advertising Specialists, and anyone responsible for planning or managing campaign spend.

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Purpose of the Document:

The Budget Allocation Document serves as a clear, pre-approved financial roadmap for each digital advertising campaign. It ensures transparency, strategic resource planning, and alignment with SayPro’s marketing goals. This document allows all stakeholders to understand where, how, and why the budget is being spent across different platforms, formats, and audience segments.

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Mandatory Components of the Budget Allocation Document:

1. Campaign Identification:
   • Campaign Name and ID (if applicable)
   • Campaign Objective(s)
   • Timeframe (Start and End Dates)
   • Department or team responsible
2. Total Campaign Budget:
   • Approved total amount for the campaign
   • Internal cost center or project code
   • Budget owner(s)
3. Platform Breakdown:
   (Specify how much is allocated to each advertising platform)
   • Google Ads (Search, Display, YouTube)
   • Meta Ads (Facebook, Instagram)
   • LinkedIn Ads
   • TikTok, Twitter/X, Pinterest, etc.
   • Programmatic platforms or third-party networks
4. Ad Type & Format Breakdown:
   (Include separate allocations by ad format)
   • Static display ads
   • Video ads (short-form, long-form)
   • Carousel or slideshow ads
   • Sponsored content or influencer partnerships
   • Remarketing ads
   • Mobile vs. desktop targeting
5. Audience or Market Segment Budgeting:
   (Optional but highly recommended for larger or multi-regional campaigns)
   • Regional or geographic budget splits
   • Language or cultural audience targeting
   • Budget assigned per audience persona
6. Daily/Weekly Spend Schedule:
   • Planned spend per day/week
   • Spending phases (e.g., ramp-up, peak, tapering)
   • Notes on pacing strategies (manual vs. automated)
7. Contingency & Flex Budgeting:
   • Percentage of budget held for last-minute optimizations
   • Guidelines on reallocating budget mid-campaign
   • Rules for handling underspend or overspend
8. Justification and Notes:
   • Rationale behind platform and format selections
   • Performance expectations for each allocation
   • Budget assumptions (based on past campaigns or industry benchmarks)

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Submission Guidelines:

• Deadline: Must be finalized and approved at least three (3) weeks before campaign launch.
• Format: Excel or Google Sheets preferred, using SayPro’s official Budget Allocation Template.
• Approval Chain:
  1. Media Planner or Campaign Manager
  2. Head of Digital Marketing
  3. Finance Business Partner or Department Head (for final budget sign-off)