PR and Communications

Media relations, launches and corporate communications. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 3
Milestones: 8
Tasks and sub-tasks: 17
Documents to collect: 6

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

PR retainer (monthly)

A month of media relations: story ideas, press releases, journalist outreach and a coverage report.

Retainer
30 days
2 milestones
5 tasks
1 document

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 3Monthly plan agreed
- Monthly story planManager
Day 30Coverage report sent
- Write press releases and pitchesExecutive
- Journalist outreach and interviewsExecutive
- Media monitoringJunior
- Coverage reportManager

Document checklist

Approved story planFrom the client · day 3 · compulsory

Product launch PR

Media launch of a product or company announcement: messaging, press kit, launch event or briefing and follow-up.

Fixed price
40 days
3 milestones
6 tasks
2 documents

Milestones and tasks

Day 10Messaging approved40% of the fee
- Key messages and Q&AManager
Day 30Launch day40% of the fee
- Press kit: release, fact sheet and imagesExecutive
- Media list and invitationsExecutive
- Spokesperson briefingManager
- Launch event or press briefingManager
Day 40Coverage report20% of the fee
- Follow-ups and coverage reportExecutive

Document checklist

Product information and embargo dateFrom the client · day 3 · compulsory
Approved press releaseFrom the client · day 20 · compulsory

Conference or exhibition

Organising a conference or trade exhibition: venue, speakers or exhibitors, registrations, marketing and the event.

Fixed price
90 days
3 milestones
6 tasks
3 documents

Milestones and tasks

Day 20Plan and venue confirmed40% of the fee
- Concept, budget and venueManager
Day 85Event days50% of the fee
- Speakers or exhibitorsCoordinator
- Registration website and marketingCoordinator
- Production: stage, booths, AV and signageManager
- Event daysManager
Day 90Post-event report10% of the fee
- Post-event report and leads to the clientCoordinator

Document checklist

Signed agreementFrom the client · day 0 · compulsory
Venue contractYour team · day 20 · compulsory
Event permits and insuranceYour team · day 70 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Seven consultants run monthly PR retainers and product launches for technology and lifestyle brands.

A typical month

Each month starts with a story plan the client approves. The team logs pitching, writing and media relations time. At month-end, the report goes out against the plan, with a summary of effort. Launches run as separate projects with their own fees.

Where the work gets hard

Clients questioned retainers when coverage was slow.
Launch work spilled into retainer hours.
Monthly reports took days to assemble.

What MSMEPulse gives you

Reports measure results against an approved plan.
Effort is visible even when coverage is slow.
Launches are priced and tracked separately from retainers.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose PR and Communications when you sign up and its templates are in your library straight away.