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Schedule a kickoff meeting with all involved parties
Create a meeting agenda covering the campaign goal, desired outcomes, people involved, etc. Be more in-depth than just the standard “notes” and “action items.”
In this meeting, set campaign check-in expectations: Daily standup? Weekly check-in? Asynchronous reporting? Trello updates? - Everything is on the table, but make sure everyone has the same expectations.
Create a Trello board for the campaign.
In the kickoff meeting, try to create cards for all foreseeable tasks with delegation, attachments, due dates, and more. Other cards will get created, but try to have as clear as possible of expectations at the jump.
Create a Slack channel for the campaign. Naming convention is #camp-<campaign-name>
Bookmark Trello board in Slack
Create Trello notifications in #camp Slack channel. Adjust notification settings to match the urgency and attention of the group.
Bookmark this policy document to channel so everyone has quick access to the vocabulary of the Trello board
Bookmark any other documentation that helps with the campaign (notes, videos, CRM links, etc)
Set a reminder (/remind) to archive the channel 2 weeks after campaign completion. This helps keep channels in check.
Create a visible progress board (bonus round). If possible, create a visible, quantifiable way for team members to share & celebrate progress.