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Tool: free10th April 2026

Content audit planner

Plan your content audit from first principles — before you touch a single spreadsheet.
Discovery and researchContent strategy
Get the planner

An audit without a plan is a headache

Most people start a content audit by opening a blank spreadsheet and hoping for the best. But without a plan, you end up making decisions on the fly: what to include, how to judge it, what to do with the results. That’s how audits stall, sprawl, or quietly get abandoned.

A good plan does more than keep you organised. It helps you make the case to the people whose support you need, agree upfront on what ‘good’ looks like, and come out the other end with something you can actually act on.

The content audit planner is a free document template that walks you through every decision before you start — so when you do open that spreadsheet, you know exactly what you’re doing and why.

What’s included

  • Planning template: a structured document covering context, approach, and process — with prompts, examples, and checklists to help you make the right decisions for your situation
  • Stakeholder and engagement planning: templates to map your stakeholders and plan how to bring them with you from the start
  • Audit criteria and scoring: guidance on choosing your heuristics and metrics, setting thresholds for keep, improve, delete, and archive, and handling edge cases
  • Inventory planning: a checklist of data fields and sources to help you build a content inventory that’s fit for purpose

Get the free content audit planner

Sign up and you’ll be redirected to a page where you can download the toolkit. You’ll also get an email with the links to save for the future.

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