Connecting Strategy to Execution with Moments in Plans

Lee Dussinger Updated by Lee Dussinger

Welcome to Moments in Plans, a game-changing upgrade designed to bridge the gap between high-level strategy and on-the-ground execution. This feature allows you to seamlessly connect your strategic marketing plans directly to the individual pieces of content – in Moments – that bring them to life.

This truly delivers on the Opal promise of connecting strategy to execution. By having this connectivity, you can quickly understand the specific tactical work laddering up to your strategies. In addition, you can also conveniently plan the specifics of those strategies in the same space.

The primary way to do this is by creating moments in a Plan that you or your team will use to create the content that comprises the campaign. Those moments can be created in the Timeline or Table view in a plan. However, you can also associate moments on the calendar or in Boards with a plan.

Plan blocks with moments inside them will have this icon:

Plan blocks with sub campaigns inside them will have this icon:

Key Information about Plan Types

Each block in a plan can be given a type - which controls some factors about it. Block types can be configured to represent the parent/child relationships of planning that your marketing team uses.

This is the most common structure that we have seeded into every Opal 👇

Campaign ---> Moment

This is an example of a custom structure that some users might create 👇

Campaign --> Sub-Campaign --> Phase --> Moment & Content (example)

For user convenience, the Opal team has seeded the "campaign" plans type with moments as the default child object. This makes it very easy to select the campaign type for any plans block to create or attach moments.

However, if you want to make a change, any admin can update block types and their names within the Types admin system. Our customer success team can also help your Admins create the marketing taxonomy that your team needs to leverage for planning

Step-by-Step Instructions

Here's how to do the most common tasks using Moments in Plans.

  1. Create a campaign block in a plan
  2. Open that block’s plan to start creating moments
  3. Create Moment blocks in the timeline or table view
  4. They will automatically open to the moment card

Viewing Moments Linked to a Plan Initiative
  1. Within your plan, click on the specific strategic initiative or campaign you want to inspect.
  2. Select the timeline or the table tab. In the timeline view, you will see blocks that represent moments. In the table view, there will be listed moments.
  3. Click on one of these moments to see all of the content.

Adding a Moment from a Plan to a Board
  1. Open the strategic initiative from your plan as described above.
  2. Navigate to the timeline or table tab.
  3. Right-click on the moment block.
  4. Select "Add to Board" and select the correct board from the dropdown list.

Adding an Existing Moment from a Board or the Calendar to a Plan
  1. Locate the moment you want to connect to a plan in a board or on the calendar.
  2. Click the three-dot menu on the moment card.
  3. Select "Add to Plan" and select the plan you want.
  4. Click Update. The moment will now be associated with that plan and will appear in its table view. If you select the correct swimlane, it can appear in the timeline view

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