Marketing Strategy Outline Template

By | May 15, 2023

Marketing Strategy Outline Template – Imagine climbing Mount Everest guided only by intuition. You won’t make it very far without a detailed plan (and an experienced Sherpa) to guide you.

Marketing may not be an extreme game with life-or-death consequences, but you still have bigger goals. And your team’s success depends on much more than gut instinct.

Marketing Strategy Outline Template

Marketing Strategy Outline Template

This is why a strategic marketing plan is essential regardless of your industry. Think of it as a road map that takes your business to where it needs to go each year.

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Drafting your first marketing plan can be intimidating, but don’t worry. We’ll walk you through the basics, show you what a strategic marketing plan looks like, and even give you a few free templates to get you started. Here’s what we’ll cover:

A strategic marketing plan is a formal document that guides your team’s marketing efforts throughout the year. It maps your annual marketing goals to your company’s overall business objectives, while also explaining how you’ll spend your annual marketing budget.

Keep in mind that your plan may vary depending on your industry and goals. The length and format of the details you add doesn’t matter. Do your research, and make it as easy as possible for company leaders to understand how your strategic marketing plan helps the business grow.

Detail how you will implement the portion of your marketing plan with a specific strategic goal in mind. You can do this by launching an email or social media campaign, publishing a blog series, offering a special promo, or hosting a live event.

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On the other hand, there is the high-level structure that drives all of your marketing strategies. It’s the big picture, connecting the who, what and why of your marketing goals to larger organizational goals.

No two marketing plans are exactly alike, but they share some common threads. Here are 6 key elements you’ll want to identify and research before creating your next strategic marketing plan.

Everything you do as a marketing team should support your company’s overall strategy and goals. So summarize your organization’s business objectives and let them serve as the real answer to your marketing plan. Your team and stakeholders should be able to clearly see how the marketing strategy and goals in your plan align with your company’s top priorities.

Marketing Strategy Outline Template

A SWOT analysis breaks down your company’s strengths, weaknesses, opportunities, and threats. It enables you to assess both the internal and external factors affecting your success so you can create targeted strategies that close gaps and drive results.

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Research is a key part of any marketing plan because you’ll use it to formulate your goals and strategy. Don’t be afraid to find out the details here. A well-researched marketing plan is worth the time investment.

Focusing your research energy on these areas will give you a solid foundation for smart marketing decisions.

It’s important to understand the key dynamics of the industry you’re marketing so you can feel the pulse of the market. Thoroughly research the industry your organization operates in and be sure to report on the general climate as well as any significant events. If your company serves any sub-industries, be sure to include them in your analysis.

Marketing to the masses rarely pays off. That’s why narrowing down your target audience is essential for any marketing plan. Consider the filter through which you run each marketing strategy.

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The more specific you can get, the better. Answering questions like these can help you paint a clearer picture of your ideal buyer so you know how to focus your resources to have the greatest impact on the people you want to reach. are

It’s also important to understand who you’re up against and who you’re up against when it comes to attracting your perfect buyer. Identify the key players in your niche and give a brief overview of what they are doing to win. This basic task will make it easy to see how to differentiate yourself from the competition.

Now that you’ve laid the groundwork, it’s time to discuss strategy. Outline your strategic marketing goals for the year and briefly explain how these strategies support the company’s broader goals. Use a Gantt chart to establish a timeline for each goal and monitor results along the way. It’s an easy way to set expectations and keep your team and stakeholders informed.

Marketing Strategy Outline Template

Metrics are where the rubber meets the road in your marketing plan. Use your market research to define specific KPIs or key marketing metrics that will serve as your measure for success. This will help you track progress so you know if you need to change the project mid-course to achieve your strategic marketing goals.

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Marketing channels are the vehicles you will use to reach your target audience and grow your brand. Choose your channels wisely based on where you expect to get the most leverage for your marketing. Briefly explain the purpose of each channel and how it supports your overall marketing strategy and business goals.

Want to create a more detailed plan for each marketing channel so you can bring your ideas to life? Check out our free social media strategy plan and editorial content planning templates for more information on planning by channel.

Establishing a monthly budget for your marketing plan—and tracking it along the way—helps you maximize ROI and identify wasteful expenses before they drain your marketing dollars.

Start by listing any of your ongoing expenses so you know what you can afford to spend on new initiatives. Then do your best to estimate these new expenses in the coming year. Don’t forget to account for any new hires, freelance workers, or third-party agencies you may rely on for work.

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Not sure where to start? We got you! Here are some examples of how you can create a marketing plan so you can easily start writing your own.

Depending on the industry you work in or the goals you’re focusing on, your marketing plan can be structured differently. Use these marketing plan templates and templates as a guide to jumpstart the process and create a marketing plan structure that works for you.

The most common way to create a marketing plan is to write it as a text document. This format enables you to freely elaborate on any research findings you gather during the search, while also making a clear case for the marketing goals you set for the year. .

Marketing Strategy Outline Template

We’ve put together a free Google Docs marketing plan template to help you save time so you can complete your planning process faster. This marketing plan example is perfect for documenting and sharing the full scope of your strategic marketing plan with your team and stakeholders.

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Save a copy of the template to your Google Drive or download it as a Word document and customize it to meet the needs of your strategic marketing plan.

A plan is no good if you set it and forget it. This is where a Gantt chart comes in handy. Use this free Gantt chart marketing plan template to track your strategic marketing plan for success.

A Gantt chart is a great way to present your marketing plan in a simple, visual timeline that’s easy to update as work progresses. It gives you a high-level view of your project’s key goals and strategies, while enabling you to collaborate and share your plan with your team and stakeholders.

How you use the Gantt chart to implement your plan is up to you. Create a timeline for the tasks you need to complete when developing a marketing plan, as in the example below.

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Once you’ve detailed your marketing plan, you can use a Gantt chart to define and track your strategic marketing goals. For example, you can break your marketing plan down by quarter to show when specific goals will be implemented, and you can update progress as you meet your goals. Here is what it will look like.

Customizing the template is quick and easy thanks to the ease of drag and drop. And because everything is online, your entire team can collaborate on activities in real time.

Here are some tips to help you get the most out of our free strategic marketing plan template.

Marketing Strategy Outline Template

Organizing your marketing plan is as easy as dragging and dropping tasks or entire task groups to their new appropriate location. Click and drag the edges of each task bar to set a new task duration.

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Collaboration is easy with the discussion feature. Share documents and chat with your team directly from work.

Do you have a more formal marketing plan document? Attach a file or link to your project so that everyone can access it easily.

Projects are meant to be shared, so we’ve made it easy to keep the most curious stakeholders in the loop. Export your plan to a printer-friendly PDF, or share a view-only link to your project so stakeholders can see the progress of your marketing plan in real time.

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