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Free WordPress editorial workflow template

Build a seven-stage publishing process with named owners, timing, exit criteria, editorial checks, WordPress QA, and refresh tasks. Customize it for a solo publisher, an in-house team, or an agency and client workflow.

Version 1.0Reviewed August 28, 2026Published by PostMynd

Template version 1.0

WordPress Editorial Workflow Template

Generated for in-house content team, standard editorial risk, AI-assisted drafting.

7 stages
  1. Stage 1

    Brief

    Owner: Content lead

    14 days before publication

    Exit criterion: The audience, outcome, evidence, owner, and approval path are explicit.
  2. Stage 2

    Research and Evidence

    Owner: Writer

    10 days before publication

    Exit criterion: Every material claim has dependable evidence or is removed from scope.
  3. Stage 3

    Draft

    Owner: Writer

    7 days before publication

    Exit criterion: One complete working version answers the brief and is ready for review.
  4. Stage 4

    Editorial and SEO Review

    Owner: Editor or SEO lead

    4 days before publication

    Exit criterion: The candidate is accurate, useful, distinct, accessible, and search-ready.
  5. Stage 5

    Approval

    Owner: Content lead

    2 days before publication

    Exit criterion: The exact candidate and its publication conditions have recorded approval.
  6. Stage 6

    WordPress QA and Publish

    Owner: WordPress publisher

    Publication day

    Exit criterion: The approved version is live on the correct URL and passes a live-site check.
  7. Stage 7

    Measure and Refresh

    Owner: Content lead

    14 days after publication, then quarterly

    Exit criterion: Discovery, engagement, conversion, and refresh evidence have an owner and next action.

Operating rules

  • Every stage has one accountable owner, even when several people contribute.
  • A status changes only when its exit criterion is true.
  • The final WordPress action remains separate from drafting and review.
  • High-risk content requires qualified specialist review outside the normal editorial pass.
  • Published work returns to the workflow when evidence shows that it needs correction, expansion, or consolidation.

Before drafting

Make the brief and evidence visible

The template names the reader, outcome, source requirements, owners, approval path, and WordPress destination before writing begins.

Before publishing

Use an exit criterion at every gate

Work changes status only when the expected evidence is present. Draft completion, editorial approval, and WordPress publication remain separate decisions.

After publishing

Return outcomes to the workflow

Indexing, engagement, conversion, distribution, and refresh evidence produce a named next action instead of disappearing into a report.

How to use it

Put the template around WordPress, not in place of it

Copy the Markdown into your operating guide or import the CSV into your existing task system. Assign real people, adjust the timing, remove reviews that do not apply, and add any brand, legal, accessibility, or specialist checks your content requires.

Use WordPress roles and post statuses for the final permission and publication boundary. For a complete explanation of the seven stages, read the WordPress editorial workflow guide.

  1. 1.Choose the team, risk, and drafting options that match one real content stream.
  2. 2.Download the Markdown or CSV and replace role labels with accountable people.
  3. 3.Agree on each exit criterion before the next article enters the workflow.
  4. 4.Pilot the process on one article and record where work waits or returns for revision.
  5. 5.Revise the template, then apply the proven workflow to the rest of the series.

Questions

WordPress workflow template FAQ

Does the template require a PostMynd account?

No. You can customize, copy, download, and print the template without creating an account or providing an email address.

Can I import the CSV into a spreadsheet or task tool?

Yes. The CSV contains one task per row with stage, owner, timing, task, and exit criterion columns. Review the import mapping in your destination tool before sharing it with a team.

Does this replace WordPress roles and post statuses?

No. The template coordinates the work around WordPress. WordPress roles, capabilities, drafts, pending review, scheduling, and publishing remain the final content and permission controls.

Is the high-risk version a compliance framework?

No. It adds explicit specialist and approval steps, but it is general operational guidance. Your organization must identify qualified reviewers and obtain appropriate professional advice for regulated content.

Primary references: WordPress roles and capabilities and WordPress post status.

Move beyond the static template

Run the workflow in PostMynd

Connect strategies, series, approved ideas, versioned drafts, review, scheduling, and WordPress publishing in one visible operating system.

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