---
title: Content Plans
description: "Content Plans in Assette enable investment management firms to automate and control the generation and delivery of client and sales content. Whether it's a monthly client report, a quarterly factsheet, or a daily flash update, Content Plans determine *when*, for…"
url: "https://learn.assette.com/docs/understanding-content-plans/"
updated: "2025-05-08"
category: Users / Content Hub / Content Center
---

# Content Plans

Content Plans in Assette enable investment management firms to automate and control the generation and delivery of client and sales content. Whether it's a monthly client report, a quarterly factsheet, or a daily flash update, Content Plans determine *when*, for *whom*, and under *what*conditions content is delivered. While closely linked and related, Content Plans should not be confused with [Content Types](https://learn.assette.com/docs/understanding-content-types/).

This article introduces the fundamental concepts behind Content Plans and how they support scalable, compliant communication. For a technical overview of Content Plans, please see [Content Plan Data Model](https://learn.assette.com/docs/content-plan-data-model/).

## What Is a Content Plan?

A **Content Plan** is a configuration in Assette that connects the dots between:

- The **content** being generated (via a Content Type),
- The **audience** (organization, account, or recipient),
- The **timing** and **conditions** for generation,
- And the **delivery method** (e.g., Email, Portal, FTP).

Content Plans are the operational layer that brings together business rules and data-driven automation for client reporting and communication.

## Why Content Plans Matter

Content Plans enable firms to:

- **Automate** scheduled and event-based content generation
- **Ensure consistency** across recipients and time periods
- **Support compliance** by enforcing approval workflows
- **Scale operations** by handling hundreds or thousands of content deliveries without manual intervention

By abstracting business logic into a reusable configuration, Content Plans make it easier to deliver the right content to the right audience at the right time.

## Key Concepts

### 1. Audience Targeting

Each Content Plan is associated with either:

- A specific **recipient**, or
- An entire **organization** (e.g., all clients under a firm)

This makes it possible to tailor delivery based on client-specific preferences or organizational policies.

### 2. Scheduling and Frequency

Content Plans define **when** content should be generated. This can be:

- On a **fixed schedule** (e.g., the second business day of each month)
- Based on **data availability**
- Or **manually** triggered

Frequencies can be daily, weekly, monthly, quarterly, or yearly, depending on business needs.

### 3. Data Periods and Effective Dates

Each plan specifies:

- The **period** the data should cover (e.g., 6 Months)
- The **as-of date** used to extract and represent the data (e.g., 2025-03-31)

### 4. Generation Triggers

Assette supports multiple triggering mechanisms:

- **Time-based**: Generate on a specific date/time.
- **Event-based**: Generate when underlying data is ready.
- **Manual**: Triggered by a user.

This flexibility supports diverse operational models.

### 5. Delivery Settings

Defines how and in what format content is delivered:

- **Methods**: Email, Client Portal, API, FTP, or Postal Mail
- **Formats**: PDF, Native (PPTX, Word, etc.), or linked via Assette Viewer
- **Protections**: Passwords or zipped attachments

## Common Use Cases

| Use Case | Example |
| --- | --- |
| Monthly Client Reports | Sent on the 2nd business day each month to institutional clients |
| Quarterly Factsheets | Generated when performance data is finalized |
| Daily Dashboards | Sent automatically every morning at 7:00 AM |
| Sales Enablement | Custom sales reports generated for prospecting |