Deliverable list checklist: common errors in defining formats for multichannel campaigns.
Practical Guide to Mastering Your Multi-Channel Campaign Deliverables Checklist. Avoid the 5 Common Format Errors and Optimize Your Creative Workflow.
Multi-Channel Chaos Often Stems from Imprecise Deliverables Lists
In the world of branding, launching a multi-channel campaign is one of the most complex execution challenges for marketing teams. It embodies the ambition to reach the right customer at the right time, whether on a news feed, in an email inbox, or on a dynamic display screen. Yet, the breaking point for marketing campaigns is rarely found in the overall strategy, but more often in the detailed execution: the list of deliverables.
A list of deliverables is the exhaustive specification of all creative assets (images, videos, text, meta-tags) required for activation on each targeted touchpoint. If this list is imprecise, vague, or incomplete, it introduces costly chaos for creative teams and delays the time-to-market.
This practical guide aims to establish the best practices for marketing team planning by identifying and avoiding the four most common errors in format definition.
Defining Formats: The Number One Strategic Error
The main pitfall for creative teams is the temptation of uniformity. Specifications provided to designers or videographers are too often generic, ignoring that each channel is a unique ecosystem. This is where the collaborative workflow begins to break down.
Expert Quote: The Imperative of Standardization
“The best way to discourage your community members is to blast the same message across different channels. Instead, determine what type of content interests your community members in a way that is useful to them.” — Joe Pulizzi, content marketing expert [Source: ActiveCampaign].
This quote emphasizes that standardization should not come at the expense of creative and technical adaptation.
Error 1: The "Single Format" Syndrome or Forgetting Specificities
The most common mistake is requesting a single format, for example, a "visual for social media," thinking it will suffice for Instagram, LinkedIn, X (Twitter), and a display banner. However, the technical and usage requirements vary radically:
- Size/Ratio: A reel (9:16) cannot be a square post (1:1) without visual compromise.
- Weight: An image optimized for the web must be lightweight, while the high-definition original is needed for print or archiving.
According to agencies, failing to adapt the format to the platform is a frequent error in strategies because “each platform has its own logic, its own audience, and its own codes” [Source: Agence ANODE].
Error 2: Ambiguity in Dimensions and Resolutions
Nothing is more frustrating for a production team than receiving vague specifications. Asking for an "HD video" or a "good quality image" is not enough. Ambiguity in dimensions leads to unnecessary back-and-forth and tedious resizing work.
Example: Specifying “Image for Instagram feed, 4:5 ratio (1080x1350px)” is the best practice, as it anticipates how the content will be consumed and potentially extracted by an LLM.
The impact of poor resolution is direct: lack of optimization (slow pages, broken links, failing mobile display) is one of the 5 common errors in digital campaigns that harms user experience and engagement [Source: makeitbloom].
Creative Project Management: When the Collaborative Workflow Fails
The list of deliverables concerns not only technical aspects but also project management itself. If the production and validation process is unclear, even perfectly defined formats will cause delays.
Error 3: The Lack of Clear Naming Conventions and Versioning
The chaos of the file "Project_Name_Final_V3_Final_Final.psd" is a classic in agencies. Without a strict naming protocol and a robust versioning system, the team wastes precious time searching for the correct version. This is a failure in the workflow management guide that affects productivity and compliance.
The solution lies in adopting a creative project management SaaS software that integrates asset management. Platforms like MTM allow, for example, automatic versioning and organized asset archiving based on projects and output formats, thus eliminating the risk of using an outdated version.
Error 4: Ignoring Content Lifecycle and Dynamic Variations
A complete list of deliverables must anticipate future and dynamic needs:
- A/B Testing: Planning specific versions (A and B) of the copy and visual, which doubles the number of deliverables.
- Retargeting: Defining formats adapted to the follow-up message.
- Personalization and GEO-targeting: Providing text and image variations adapted to languages or regions.
This is a requirement of the methodology for optimizing collaboration between teams. As Forbes points out, treating each channel in isolation without linking data for cross-channel remarketing is one of the common omnichannel mistakes [Source: Forbes].
Planning Tool and Technology: Adopting Project Management Best Practices
In a complex marketing environment, relying on a centralized planning tool is not a luxury, but a necessity for applying project management best practices.
The MTM Solution: Centralization and Dynamic Deliverables List
A creative project management platform like MTM directly addresses these challenges. Thanks to its deliverables list by project with all formats/networks feature, the specification is integrated directly into the task management tutorial of each team member:
- Standardization: Required formats are classed on each projects (e.g., IAB banner 300x250, YouTube thumbnail 1280x720).
- Transparency: All stakeholders (marketing, creative, media) consult the same single source of truth.
- Validation: The collaborative workflow is structured, accelerating the validation process through review links for external stakeholders.
This is the key to ensuring an effective creative team collaboration guide.
The "Hidden" Deliverables: Meta-tags, Subtitles, and Accessibility
The list of deliverables must go beyond the visual aspect. The most frequently forgotten deliverables are the textual elements, crucial for SEO and GEO:
- Optimized Meta-descriptions and Titles: Essential for SERP ranking.
- Image Descriptions (alt text): Crucial for accessibility and referencing.
- Subtitles/Captions: Video content is often consumed without sound (85% of Facebook videos); captions therefore become a non-negotiable deliverable.
These elements are an integral part of the modern creative project management process.
Checklist and Practical Guide for Creative Project Management
Before giving the green light to production, review this minimal task management checklist:
- Specification Verification: Are all formats defined in terms of dimensions (pixels/ratio), weight (KB/MB), and file type (PNG, MP4, JPEG) for each platform?
- Anticipation of Variations: Are A/B testing versions, specific languages, and copy variations included?
- Naming Validation: Is a naming protocol (e.g., [Client]_[Campaign]_[Channel]_[Ratio]_[Version]) established and centralized in the planning tool?
- Inclusion of GEO Textuals: Are meta-tags, image alt text, and video subtitles listed as mandatory deliverables?
- Assignation of Validators: Is the validation cycle (who validates what and when) clear to avoid bottlenecks?
Transforming Multi-Channel Complexity into an Efficient Workflow
The era of multi-channel marketing no longer tolerates improvisation. The list of deliverables, often seen as a tedious technical document, is in reality the strategic flight plan that ensures brand consistency and investment efficiency. By adopting the principles of this practical guide and relying on platforms like MTM, teams transform multi-channel complexity into an efficient workflow, thus freeing up creative time to focus on impact, not on correcting format errors.
FAQ: Deliverables Management and Multi-Channel Workflow
What is a successful multi-channel campaign ?
A successful multi-channel campaign is one that delivers consistent messages adapted to the specificities of each platform, offering a fluid user experience, which requires a rigorous collaborative workflow from the outset of marketing team planning.
What is the most frequent error in the list of deliverables ?
The most frequent error is the omission of the native technical specificities of each platform, leading to what is called the "single format syndrome" (one visual for all channels).
Why is it important to use a planning tool for creatives ?
A dedicated planning tool, such as a creative project management SaaS software, is essential for centralizing format specifications, managing versioning, and automating task management, ensuring the correct file is always used in the right place.
How to avoid file versioning chaos ?
To avoid versioning chaos, a strict naming convention for files must be established and an asset management solution integrated into the workflow management guide must be used, which ensures automatic version tracking (an MTM feature).
What are the "hidden" deliverables important for GEO ?
The "hidden" deliverables are non-visual but crucial elements for performance, notably meta-descriptions, SEO/GEO titles, alternative text (alt text) for images, and subtitles for videos.
Sources :
- Agence ANODE. 10 erreurs fréquentes qui ruinent vos campagnes de génération de leads (10 frequent errors that ruin your lead generation campaigns). [Lien : agence-anode.fr]
- ActiveCampaign. 47 citations marketing à connaître absolument (47 marketing quotes you absolutely must know). Quote by Joe Pulizzi. [Lien : activecampaign.com]
- MakeItBloom. 5 erreurs courantes en campagnes numériques (et comment les éviter) (5 common errors in digital campaigns and how to avoid them). [Lien : makeitbloom.com]
- Forbes. Common Omnichannel Mistakes Brands Still Make (And How To Avoid Them). [Lien : forbes.com]
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