how to write an advertising business plan

Advertising Plan: A step-by-step guide

An advertising plan is a comprehensive strategy for promoting a product, service, or brand. It details how a business will communicate with its target audience to influence consumer behavior to increase sales, raise brand awareness, or achieve other defined business objectives.

What is an advertising strategy | Explained with Types

Creating an advertising plan involves several steps. Here’s a step-by-step guide:

Step 1: define your advertising goals.

Defining your advertising goals is the crucial first step in creating an advertising plan. These goals set the direction for your entire campaign, influencing the strategies you choose and how you measure success.

Here are some key things to consider when defining your advertising goals:

• Identify the Business Objective : Your advertising goals should align with your business objectives. Are you trying to increase overall sales? Do you want to improve brand recognition? Are you launching a new product that needs awareness? A clear understanding of your goals will guide your advertising efforts.
• SMART Goals : Your advertising goals should be Specific, Measurable, Achievable, Relevant, and Time-bound (SMART). This means your goals should be well-defined, quantifiable, realistic, aligned with your business needs, and have a specific timeline for achievement.
• Awareness : This could create awareness about your brand, a new product or service, or a specific event.
• Consideration : You might want to encourage potential customers to consider your product or service, positioning your offering favorably against competitors.
• Conversion : These goals focus on driving specific consumer actions, such as purchasing, signing up for a newsletter, or downloading an app.
• Retention : Advertising is about more than just attracting new customers. It can also be used to retain existing customers by promoting loyalty programs or showcasing new product features.
• Define Key Performance Indicators (KPIs) : These are the metrics you’ll use to measure the success of your advertising campaign. Depending on your goals, KPIs might include things like the number of new customers, website traffic, sales revenue, or social media engagement.

By clearly defining your advertising goals at the outset, you’ll ensure that all your subsequent advertising efforts are strategic, focused, and geared toward achieving these goals.

Step 2: Identify your Target Audience 

Identifying your target audience is a critical step in creating an advertising plan. It helps you understand who you should be communicating with and how to tailor your messages to resonate with them most effectively. Below are some steps to help you define your target audience:

1. Analyze Your Current Customers:  If you have an existing customer base, start by analyzing who they are. Look at demographic information (like age, gender, and location), psychographic information (like interests, attitudes, and values), and purchasing behavior.

2. Create Customer Personas:  Based on your analysis, develop customer personas representing your typical customers. A persona might include details about the person’s lifestyle, career, buying behavior, and challenges your product or service can solve.

3. Understand Your Product or Service:  Think about the unique features and benefits of your product or service. Who is it designed for? Who will get the most value from it? The answers to these questions can help you identify your target audience.

4. Competitor Analysis:  Who are your competitors targeting? While you don’t want to copy your competitors’ strategies, understanding who they’re targeting can provide valuable insights and help you identify potential opportunities.

5. Market Research:  To further understand your target audience, conduct market research. This can involve surveys, focus groups, or interviews with people who fit your customer profile. You can also use online tools like Google Analytics or social media analytics for insights.

6. Test and Refine:  Once you have identified your target audience, you may need to test and refine it over time. Monitor the results of your marketing efforts and be willing to adjust your target audience if you find that a different group is responding more positively to your advertisements.

By identifying your target audience, you can tailor your advertising message and choose advertising mediums that will most effectively reach and engage these individuals. This increases the chances of successful advertising and can result in a more efficient use of your advertising budget.

Step 3: Set a Budget

Setting a budget for your advertising plan is essential to your campaign development. This budget represents the financial investment you’re willing to make to meet your advertising goals. Here are some steps to help you determine an appropriate budget:

1. Define your goals:  Your objectives should guide your budgeting decisions. For instance, a goal to raise brand awareness might involve more widespread and costly advertising strategies than a goal to retain current customers.

2. Understand your finances:  Look at your business’s financial situation. What can you realistically afford to spend on advertising without risking your business’s stability?

3. Consider the customer lifetime value (CLV):  This is the total revenue you expect to earn from a customer over the length of their relationship with your business. Understanding this value can help you determine how much you’re willing to spend to acquire a new customer.

4. Factor in production costs:  These are costs related to creating the advertisement itself, such as design, copywriting, and production of video, audio, or graphic content.

5. Include media placement costs:  These are the costs to distribute your ads across different media channels. Costs will vary depending on the medium, audience size, time of placement, and geographic location.

6. Include costs for testing and evaluation:  Part of your budget should be allocated to testing different ads and evaluating their effectiveness. This might involve A/B testing, consumer surveys, or digital analytics.

7. Assess previous campaigns (if applicable):  If you have run advertising campaigns before, looking at the return on investment (ROI) from those campaigns can give you insights into how to budget for the future.

8. Plan for adjustments:  It’s wise to set aside a portion of your budget for unexpected changes or opportunities that arise during the campaign.

Remember, the goal is to spend your advertising budget in a way that maximizes the return on your investment. It’s not about spending the most money but about spending your money most effectively. This requires ongoing monitoring and adjustments to optimize your advertising efforts.

Step 4: Develop your Advertising Message

Developing your advertising message is a pivotal step in crafting your advertising plan. This message communicates your brand’s value to your audience, outlining why they should choose your product or service over others. Here’s how you can develop a compelling advertising message:

1. Understand Your Target Audience:  Your message should be tailored to your target audience’s needs, wants, and preferences. Understanding their lifestyle, challenges, motivations, and behaviors is vital to crafting a message that will resonate with them.

2. Define Your Unique Selling Proposition (USP):  Your USP distinguishes you from your competitors. It’s the unique value or benefit that customers can only get from your product or service. This USP should form the core of your advertising message.

3. Be Clear and Concise:  Your message must be concise and understandable. Avoid using complex language or industry jargon. The aim is to convey the benefits of your product or service in a simple, memorable way.

4. Evoke Emotion:  Emotion often plays a significant role in purchasing decisions. Tapping into your audience’s emotions can make your message more impactful. Whether it’s joy, excitement, nostalgia, or even fear, identifying and using the right emotional trigger can help your message resonate more deeply with your audience.

5. Be Consistent:  Consistency is key in advertising. Your message should align with your brand voice and image across all advertising channels. This creates a unified brand perception and reinforces brand recognition.

6. Include a Call to Action (CTA):  A CTA prompts your audience to take a specific action after viewing your ad, like visiting your website, calling a phone number, or making a purchase. An effective CTA is compelling and clear about the next step the viewer should take.

7. Test and Refine:  Your first message may not be your final one. It’s essential to test different messages, gather feedback, and refine your message based on your audience’s response.

Remember, a compelling advertising message is not just about showcasing your product or service. It’s about connecting with your audience, solving their problems, and offering them value.

Step 5: Choose your advertising media 

Choosing the right advertising media for your campaign is essential to reach your target audience and achieve your advertising goals effectively. Here’s how you can make this decision:

1. Understand Your Target Audience:  Where does your target audience spend most of their time? What platforms and channels do they use most frequently? Understanding your audience’s habits will help you select the most effective media for reaching them. For instance, younger audiences might be more reachable via social media, while older audiences might respond better to traditional print ads or television.

2. Consider Your Budget:  Different media platforms come with different costs. For example, TV and radio ads can be expensive, while social media or online advertising can be more cost-effective. Choose platforms that will give you the best return on your investment, considering both the costs and potential reach.

3. Evaluate the Nature of Your Product or Service:  Some products or services lend themselves better to certain media types than others. For example, a visually appealing product might benefit from image-heavy platforms like Instagram, while a complex service might be better explained through video content on YouTube or Facebook.

4. Examine Your Message:  The message you want to convey can also influence the choice of media. Some messages might require a more detailed explanation and are better suited to long-form content, while others can be effectively communicated with short, snappy ads.

5. Analyze Your Competitors:  Understanding where and how your competitors advertise can give you insights into effective strategies for your industry. However, be sure to also look for gaps or unique opportunities where you can differentiate your brand.

6. Test and Refine:  Consider testing your ads on different platforms to see which gives you the best results. Use metrics like engagement rates, click-through rates, and conversions to evaluate performance and refine your media choices over time.

Standard advertising media platforms include:

• Digital Media:  Websites, email marketing, social media platforms (Facebook, Instagram, Twitter, LinkedIn, etc.), search engines, mobile apps.
• Traditional Media:  Newspapers, magazines, radio, television, direct mail.
• Outdoor Media:  Billboards, transit ads, digital signage.

By choosing the right media mix, you can reach your target audience more effectively, maximizing the impact of your advertising efforts and increasing your return on investment.

Step 6: Create Your Advertisements

Creating your advertisements is the process of bringing your advertising plan to life. This phase involves developing the actual content and design that will be shown to your target audience. Here’s how to proceed:

1. Align with Your Strategy:  The content, design, and format of your ads should be aligned with the overall strategy, goals, and message of your advertising plan. It should also reflect your brand’s identity and voice, ensuring consistency across all touchpoints.

2. Consider Your Target Audience:  The design and content should resonate with your target audience’s preferences, interests, and needs. For instance, if your target audience is younger, more vibrant and modern designs may appeal to them. A more formal tone and sleek design might be more appropriate for your professional audience.

3. Define the Ad Format:  Your ad format largely depends on your chosen media platforms. For example, social media ads may be image-based or short videos, email marketing could involve newsletters or promotional offers, while TV or radio ads would require scripts and production.

4. Develop the Creative Elements:  This involves crafting the copy (the written part of the ad) and visual elements (photos, graphics, videos). The copy should effectively communicate your message and include a clear call to action, while the visuals should be engaging and relevant.

5. Create Variations:  It’s often useful to create multiple versions of an ad to test which performs best. This could mean different headlines, images, or call-to-action statements.

6. Ensure Legal Compliance:  Ensure your advertisements comply with all relevant advertising standards and regulations. This includes truth in advertising laws, privacy regulations, and platform-specific rules.

7. Review and Refine:  Get feedback on your advertisements before you launch. This could be from colleagues, focus groups, or industry professionals. Use their feedback to refine and improve your ads.

Remember, creating effective advertisements is both an art and a science. It involves creativity and design skills but also relies on understanding your audience, having a clear strategy, and making data-driven decisions. Testing, learning, and refining should be ongoing parts of the process.

Step 7: Plan Your Media Schedule

Planning your media schedule is a key aspect of your advertising plan. It involves deciding when and where your ads will run to maximize their impact. The goal is to expose your ads to your target audience at the right time and context to drive engagement and action. Here’s how to plan your media schedule:

1. Align with Your Strategy and Goals:  Your media schedule should support your advertising goals. For instance, if you aim to raise awareness for a new product launch, you might schedule heavy advertising leading up to and immediately following the launch.

2. Understand Your Audience:  Consider when and where your audience will most likely be receptive to your message. For example, if you’re targeting working professionals, running ads during their commute or in the evening might be effective. Use insights about your audience’s behaviors and media consumption habits to guide your schedule.

3. Choose the Right Timing:  The timing of your ads can significantly impact their effectiveness. This includes the time of day, day of the week, and season. For example, retailers often increase advertising during the holiday shopping season.

4. Determine Frequency and Reach:  Decide how often your audience should see your ads (frequency) and how many people you want to reach. These decisions will depend on your goals and budget. Remember, reaching a smaller audience multiple times may be more effective than reaching a larger audience just once.

5. Optimize for Each Platform:  Different media platforms may require different scheduling strategies. For example, prime time for TV ads is usually in the evening, while social media ads might perform best at other times.

6. Plan for Flexibility:  Keep some flexibility in your schedule to allow for adjustments based on performance, changes in your business, or external factors like news events.

7. Monitor and Adjust:  Once your campaign is live, monitor its performance closely. Are you reaching your target audience? Are your ads driving the desired actions? Use this data to adjust your schedule if needed.

By planning your media schedule strategically, you can ensure that your advertisements reach your target audience effectively, maximizing the return on your advertising investment.

Step 8: Implement Your Advertising Campaign

Once you set your advertising plan, goals, and strategies, the next step is to implement your advertising campaign. This stage involves the actual rollout of your advertisements across the chosen media channels. Here’s how you can proceed:

1. Finalize Your Advertisements:  Make sure all your advertisements, whether for print, digital, TV, or other media, are completed, approved, and ready to go live. Double-check all the creative elements, including images, videos, and text, for accuracy and alignment with your overall campaign strategy.

2. Set Up Tracking:  Implement systems to track the performance of your ads. This can include tools like Google Analytics for digital ads, CRM systems for lead tracking, or specialized marketing analytics software. Be sure you’re prepared to capture data on key metrics that align with your campaign goals.

3. Coordinate Your Launch:  Decide your campaign’s launch date and time. Coordinate your launch across all channels to ensure consistency. Remember, your campaign should present a consistent message across all channels, so coordinating the launch is critical to maintaining this consistency.

4. Run Your Ads:  Release your advertisements as planned in your media schedule. This could mean posting social media ads, email newsletters, running TV or radio spots, or any other ad placements you’ve planned.

5. Monitor Performance:  Once your campaign is live, closely monitor its performance. Keep track of your key metrics and watch for immediate issues or opportunities.

6. Make Adjustments:  Based on the performance data you’re tracking, be prepared to adjust your campaign as necessary. This could mean changing ad placements, tweaking your message, or altering the media schedule.

7. Communicate Internally:  Keep all relevant team members informed about the campaign’s progress. Regularly share performance updates and discuss necessary adjustments.

Implementation is where all the planning and strategy become a reality. However, it’s important to note that implementation isn’t just a “set it and forget it” phase. Active monitoring and willingness to adapt based on the campaign’s performance are crucial to ensuring your campaign’s success.

Step 9: Monitor and Evaluate Your Campaign 

Monitoring and evaluating your advertising campaign is crucial to determine its effectiveness and guide future strategies. It involves tracking, analyzing, and interpreting your campaign’s performance data. Here’s how you can do it:

1. Track Key Metrics:  Various metrics can be important depending on your campaign goals. These could include impressions (how many times your ad was shown), click-through rates (how many people clicked on your ad), conversions (how many people took the desired action, such as making a purchase), and return on investment (how much revenue the campaign generated compared to its cost). Use analytics tools to track these metrics.

2. Analyze Data:  Look at your collected data and try to understand what it means for your campaign. Are certain ads performing better than others? Is one platform more effective than another? Is your target audience responding as expected?

3. Compare Results to Goals:  Evaluate how well your campaign meets its goals. If your goal was to increase brand awareness, look at metrics like reach and impressions. If your goal was to drive sales, look at conversion rates and revenue generated.

4. Understand the Customer Journey:  Try to understand customers’ path from seeing your ad to purchasing (or whatever your desired action is). This can help you identify any bottlenecks or points where customers are dropping off and provide insight into potential improvements.

5. Test and Learn:  Consider running A/B tests to compare the effectiveness of different campaign elements. This could involve testing other headlines, images, or call-to-actions to see which performs better.

6. Get Feedback:  Gather feedback directly from your audience if possible. This could be through surveys, social media comments, or customer service interactions.

7. Make Adjustments:  Use the insights you’ve gained from your evaluation to adjust and improve your current and future campaigns. This could involve changing your message, targeting a different audience, or using different media platforms.

8. Create a Report:  Summarize your findings in a report. This should include your campaign results compared to your goals, insights gained, and recommendations for future campaigns.

Remember, the purpose of the evaluation is not just to judge the success or failure of a campaign but to learn. The insights you gain should help you improve future advertising efforts, making them more effective and providing a better return on your advertising investment.

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Blog Marketing What is a Marketing Plan & How to Create One [with Examples]

What is a Marketing Plan & How to Create One [with Examples]

Written by: Sara McGuire Oct 26, 2023

A marketing plan is a blueprint that outlines your strategies to attract and convert your ideal customers as a part of your customer acquisition strategy. It’s a comprehensive document that details your:

• Target audience:  Who you’re trying to reach
• Marketing goals:  What you want to achieve
• Strategies and tactics:  How you’ll reach your goals
• Budget:  Resources you’ll allocate
• Metrics:  How you’ll measure success

In this article, I’ll explain everything you need to know about creating a marketing plan . If you need a little extra help, there are professionally designed marketing plan templates that’ll make the process much easier. So, let’s ditch the confusion and get started!

Click to jump ahead:

What is a marketing plan?

How to write a marketing plan , 9 marketing plan examples to inspire your growth strategy.

• Marketing plan v.s. business plan
• Types of marketing plans

Marketing plan FAQs

A marketing plan is a report that outlines your marketing strategy for your products or services, which could be applicable for the coming year, quarter or month.  

Watch this quick, 13-minute video for more details on what a marketing plan is and how to make one yourself:

Typically, a marketing plan includes:

• An overview of your business’s marketing and advertising goals
• A description of your business’s current marketing position
• A timeline of when tasks within your strategy will be completed
• Key performance indicators (KPIs) you will be tracking
• A description of your business’s target market and customer needs
• A description of how you will measure marketing plan performance

For example, this marketing plan template provides a high-level overview of the business and competitors before diving deep into specific goals, KPIs and tactics:

Learning how to write a marketing plan forces you to think through the important steps that lead to an effective marketing strategy . And a well-defined plan will help you stay focused on your high-level marketing goals.

With Venngage’s extensive catalog of marketing plan templates, creating your marketing plan isn’t going to be hard or tedious. In fact, Venngage has plenty of helpful communications and design resources for marketers. If you’re ready to get started, sign up for  Venngage for Marketers   now. It’s free to register and start designing.

Whether you’re a team trying to set smarter marketing goals, a consultant trying to set your client in the right direction, or a one-person team hustling it out, Venngage for Marketers helps you get things done.

As mentioned above, the scope of your marketing plan varies depending on its purpose or the type of organization it’s for.

For example, you could look for performance marketing agency to create a marketing plan that provides an overview of a company’s entire marketing strategy:

A typical outline of a marketing plan includes:

• Executive summary
• Goals and objectives
• User personas
• Competitor analysis/SWOT analysis
• Baseline metrics
• Marketing strategy
• Tracking guidelines

Below you will see in details how to write each section as well as some examples of how you can design each section in a marketing plan.

Let’s look at how to create a successful marketing plan (click to jump ahead):

• Write a simple executive summary
• Set metric-driven marketing goals
• Outline your user personas
• Research all of your competitors
• Set accurate key baselines & metrics
• Create an actionable marketing strategy
• Set tracking or reporting guidelines

1. Write a simple executive summary

Starting your marketing plan off on the right foot is important. You want to pull people into your amazing plan for marketing domination. Not bore them to tears.

One of the best ways to get people excited to read your marketing plan is with a well-written executive summary. An executive summary introduces readers to your company goals, marketing triumphs, future plans, and other important contextual facts.

Basically, you can use the Executive Summary as a primer for the rest of your marketing plan.

Include things like:

• Simple marketing goals
• High-level metrics
• Important company milestones
• Facts about your brand
• Employee anecdotes
• Future goals & plans

Try to keep your executive summary rather brief and to the point. You aren’t writing a novel, so try to keep it under three to four paragraphs.

Take a look at the executive summary in the marketing plan example below:

The executive summary is only two paragraphs long — short but effective.

The executive summary tells readers about the company’s growth, and how they are about to overtake one of their competitors. But there’s no mention of specific metrics or figures. That will be highlighted in the next section of the marketing plan.

An effective executive summary should have enough information to pique the reader’s interest, but not bog them down with specifics yet. That’s what the rest of your marketing plan is for!

The executive summary also sets the tone for your marketing plan. Think about what tone will fit your brand ? Friendly and humorous? Professional and reliable? Inspiring and visionary?

2. Set metric-driven marketing goals

After you perfect your executive summary, it’s time to outline your marketing goals.

(If you’ve never set data-driven goals like this before, it would be worth reading this growth strategy guide ).

This is one of the most important parts of the entire marketing plan, so be sure to take your time and be as clear as possible. Moreover, optimizing your marketing funnel is key. Employing effective funnel software , along with CRO tools , can simplify operations and provide valuable customer insights. It facilitates lead tracking, conversion rate analysis, and efficient marketing optimization .

As a rule of thumb, be as specific as possible. The folks over at  VoyMedia  advise that you should set goals that impact website traffic, conversions, and customer success — and to use real numbers. Complement your goals with website optimization tools (e.g., A/B testing speed with Nostra – check Nostra AI review to learn more) to further improve conversions.

Avoid outlining vague goals like:

• Get more Twitter followers
• Write more articles
• Create more YouTube videos (like educational or Explainer videos )
• Increase retention rate
• Decrease bounce rate

Instead, identify  key performance metrics  (KPI) you want to impact and the percentage you want to increase them by.

Take a look at the goals page in the marketing plan example below:

They not only identify a specific metric in each of their goals, but they also set a timeline for when they will be increased.

The same vague goals listed earlier become much clearer when specific numbers and timelines are applied to them:

• Get 100 new Twitter followers per month
• Write 5 more articles per week
• Create 10 YouTube videos each year
• Increase retention rate by 15% by 2020
• Decrease bounce rate by 5% by Q1
• Create an online course  and get 1,000 new leads
• Focus more on local SEO strategies
• Conduct a monthly social media report to track progress

You can dive even deeper into your marketing goals if you want (generally, the more specific, the better). Here’s a marketing plan example that shows how to outline your growth goals:

3. Outline your user personas

Now, this may not seem like the most important part of your marketing plan, but I think it holds a ton of value.

Outlining your user personas is an important part of a marketing plan that should not be overlooked.

You should be asking not just how you can get the most visitors to your business, but how you can get the right visitors.

Who are your ideal customers? What are their goals? What are their biggest problems? How does your business solve customer problems?

Answering these questions will take lots of research, but it’s essential information to get.

Some ways to conduct user research are:

• Interviewing your users (either in person or on the phone)
• Conducting focus groups
• Researching other businesses in the same industry
• Surveying your audience

Then, you will need to compile your user data into a user persona  guide.

Take a look at how detailed this user persona template is below:

Taking the time to identify specific demographic traits, habits and goals will make it easier for you to cater your marketing plan to them.

Here’s how you can create a user persona guide:

The first thing you should add is a profile picture or icon for each user persona. It can help to put a face to your personas, so they seem more real.

Next, list demographic information like:

• Identifiers
• Activities/Hobbies

The user persona example above uses sliding scales to identify personality traits like introversion vs. extroversion and thinking vs. feeling. Identifying what type of personality your target users tend to have an influence on the messaging you use in your marketing content.

Meanwhile, this user persona guide identifies specific challenges the user faces each day:

But if you don’t want to go into such precise detail, you can stick to basic information, like in this marketing plan example:

Most businesses will have a few different types of target users. That’s why it’s pertinent to identify and create several different user personas . That way, you can better segment your marketing campaigns and set separate goals, if necessary.

Here’s a marketing plan example with a segmented user persona guide:

The important thing is for your team or client to have a clear picture of who their target user is and how they can appeal to their specific problems.

Start creating robust user personas using Venngage’s user persona guide .

4. Conduct an extensive competitor analysis

Next, on the marketing plan checklist, we have the competitor research section. This section will help you identify who your competitors are, what they’re doing, and how you could carve yourself a place alongside them in your niche — and ideally, surpass them. It’s something you can learn to do with rank tracking software .

Competitor research is also incredibly important if you are starting a blog .

Typically, your competitor research should include:

• Who their marketing team is
• Who their leadership team is
• What their marketing strategy and strategic marketing plan are (this will probably revolve some reverse-engineering)
• What their sales strategy is (same deal)
• Social Media strategy (are they using discounting strategies such as coupon marketing to get conversions)
• Their market cap/financials
• Their yearly growth (you will probably need to use a marketing tool like Ahrefs to do this)
• The number of customers they have & their user personas

Also, take as deep a dive as you can into the strategies they use across their:

• Blog/Content marketing
• Social media marketing
• SEO Marketing
• Video marketing
• And any other marketing tactics they use

Research their strengths and weaknesses in all parts of their company, and you will find some great opportunities. Bookmark has a great guide to different marketing strategies for small businesses if you need some more information there.

You can use this simple SWOT analysis worksheet to quickly work through all parts of their strategy as well:

Click the template above to create a SWOT chart . Customize the template to your liking — no design know-how needed.

Since you have already done all the research beforehand, adding this information to your marketing plan shouldn’t be that hard.

In this marketing plan example, some high-level research is outlined for 3 competing brands:

But you could take a deeper dive into different facets of your competitors’ strategies. This marketing plan example analyses a competitor’s inbound marketing strategy :

It can also be helpful to divide your competitors into Primary and Secondary groups. For example, Apple’s primary competitor may be Dell for computers, but its secondary competitor could be a company that makes tablets.

Your most dangerous competitors may not even be in the same industry as you. Like the CEO of Netflix said, “Sleep is our competition.”

5. Set accurate key baselines & metrics

It’s pretty hard to plan for the future if you don’t know where your business stands right now.

Before we do anything at Venngage, we find the baselines so we can compare future results to something. We do it so much it’s almost like second nature now!

Setting baselines will allow you to more accurately track your progress. You will also be able to better analyze what worked and what didn’t work, so you can build a stronger strategy. It will definitely help them clearly understand your goals and strategy as well.

Here’s a marketing plan example where the baselines are visualized:

Another way to include baselines in your plan is with a simple chart, like in the marketing plan example below:

Because data can be intimidating to a lot of people, visualizing your data using charts and infographics will help demystify the information.

6. Create an actionable marketing strategy

After pulling all the contextual information and relevant metrics into your marketing plan, it’s time to break down your marketing strategy.

Once again, it’s easier to communicate your information to your team or clients using visuals .

Mind maps are an effective way to show how a strategy with many moving parts ties together. For example, this mind map shows how the four main components of a marketing strategy interact together:

You can also use a flow chart to map out your strategy by objectives:

However you choose to visualize your strategy, your team should know exactly what they need to do. This is not the time to keep your cards close to your chest.

Your strategy section may need to take up a few pages to explain, like in the marketing plan example below:

With all of this information, even someone from the development team will understand what the marketing team is working on.

This minimalistic marketing plan example uses color blocks to make the different parts of the strategy easy to scan:

Breaking your strategy down into tasks will make it easier to tackle.

Another important way to visualize your marketing strategy is to create a project roadmap. A project roadmap visualizes the timeline of your product with individual tasks. Our roadmap maker can help you with this.

For example, this project roadmap shows how tasks on both the marketing and web design side run parallel to each other:

A simple timeline can also be used in your marketing plan:

Or a mind map, if you want to include a ton of information in a more organized way:

Even a simple “Next, Now, Later” chart can help visualize your strategy:

7. Set tracking or reporting guidelines

Close your marketing plan with a brief explanation of how you plan to track or measure your results. This will save you a lot of frustration down the line by standardizing how you track results across your team.

Like the other sections of your marketing plan, you can choose how in-depth you want to go. But there need to be some clear guidelines on how to measure the progress and results of your marketing plan.

At the bare minimum, your results tracking guidelines should specify:

• What you plan to track
• How you plan to track results
• How often you plan to measure

But you can more add tracking guidelines to your marketing plan if you see the need to. You may also want to include a template that your team or client can follow,  for  client reporting ,  ensure that the right metrics are being tracked.

The marketing plan example below dedicates a whole page to tracking criteria:

Use a task tracker to track tasks and marketing results, and a checklist maker to note down tasks, important life events, or tracking your daily life.

Similarly, the marketing plan example below talks about tracking content marketing instead:

Marketing plan vs. marketing strategy

Although often used interchangeably, the terms “marketing plan” and “marketing strategy” do have some differences.

Simply speaking, a marketing strategy presents what the business will do in order to reach a certain goal. A marketing plan outlines the specific daily, weekly, monthly or yearly activities that the marketing strategy calls for. As a business, you can create a marketing proposal for the marketing strategies defined in your company’s marketing plan. There are various marketing proposal examples that you can look at to help with this.

A company’s extended marketing strategy can be like this:

Notice how it’s more general and doesn’t include the actual activities required to complete each strategy or the timeframe those marketing activities will take place. That kind of information is included in a marketing plan, like this marketing plan template which talks about the content strategy in detail:

1. Nonprofit marketing plan

Here’s a free nonprofit marketing plan example that is ideal for organizations with a comprehensive vision to share. It’s a simple plan that is incredibly effective. Not only does the plan outline the core values of the company, it also shares the ideal buyer persona.

Note how the branding is consistent throughout this example so there is no doubt which company is presenting this plan. The content plan is an added incentive for anyone viewing the document to go ahead and give the team the green light.

2. Social media marketing plan

Two-page marketing plan samples aren’t very common, but this free template proves how effective they are. There’s a dedicated section for business goals as well as for project planning.

The milestones for the marketing campaign are clearly laid out, which is a great way to show how organized this business strategy is.

3. Small business marketing plan

This marketing plan template is perfect for small businesses who set out to develop an overarching marketing strategy for the whole year:

Notice how this aligns pretty well with the marketing plan outline we discussed in previous sections.

In terms of specific tactics for the company’s marketing strategy, the template only discusses SEO strategy, but you can certainly expand on that section to discuss any other strategies — such as link building , that you would like to build out a complete marketing plan for.

4. Orange simple marketing proposal template

Marketing plans, like the sample below, are a great way to highlight what your business strategy and the proposal you wan to put forward to win potential customers.

5. One-page marketing plan

This one-page marketing plan example is great for showcasing marketing efforts in a persuasive presentation or to print out for an in-person meeting.

Note how the fact sheet breaks down the marketing budget as well as the key metrics for the organization. You can win over clients and partners with a plan like this.

6. Light company business fact sheet template

This one-page sample marketing plan clearly outlines the marketing objectives for the organization. It’s a simple but effective way to share a large amount of information in a short amount of time.

What really works with this example is that includes a mission statement, key contact information alongside all the key metrics.

7. Marketing media press kit template

This press kit marketing plan template is bright and unmistakable as belonging to the Cloud Nine marketing agency . The way the brand colors are used also helps diversify the layouts for each page, making the plan easier to read.

We like the way the marketing department has outlined the important facts about the organization. The bold and large numbers draw the eye and look impressive.

8. Professional marketing proposal template

Start your marketing campaign on a promising note with this marketing plan template. It’s short, sharp and to the point. The table of contents sets out the agenda, and there’s a page for the company overview and mission statement.

9. Social media marketing proposal template

A complete marketing plan example, like the one below, not only breaks down the business goals to be achieved but a whole lot more. Note how the terms and conditions and payment schedule are included, which makes this one of the most comprehensive marketing plans on our list.

Marketing plan vs. business plan

While both marketing plans and business plans are crucial documents for businesses, they serve distinct purposes and have different scopes. Here’s a breakdown of the key differences:

Business plan is a comprehensive document that outlines all aspects of your business, including:

• Mission and vision
• Products or services
• Target market
• Competition
• Management team
• Financial projections
• Marketing strategy (including a marketing plan)
• Operations plan

Marketing plan on the other hand, dives deep into the specific strategies and tactics related to your marketing efforts. It expands on the marketing section of a business plan by detailing:

• Specific marketing goals (e.g., brand awareness, lead generation, sales)
• Target audience analysis (detailed understanding of their needs and behaviors)
• Product:  Features, benefits, positioning
• Price:  Pricing strategy, discounts
• Place:  Distribution channels (online, offline)
• Promotion:  Advertising, social media, content marketing, public relations
• Budget allocation for different marketing activities
• Metrics and measurement to track progress and success

In short, business plans paint the entire business picture, while marketing plans zoom in on the specific strategies used to reach your target audience and achieve marketing goals.

Types of marketing plans that can transform your business strategy

Let’s take a look at several types of marketing plans you can create, along with specific examples for each.

1. General marketing strategic plan / Annual marketing plan

This is a good example of a marketing plan that covers the overarching annual marketing strategy for a company:

Another good example would be this Starbucks marketing plan:

This one-page marketing plan example from coffee chain Starbucks has everything at a glance. The bold headers and subheadings make it easier to segment the sections so readers can focus on the area most relevant to them.

What we like about this example is how much it covers. From the ideal buyer persona to actional activities, as well as positioning and metrics, this marketing plan has it all.

Another marketing plan example that caught our eye is this one from Cengage. Although a bit text-heavy and traditional, it explains the various sections well. The clean layout makes this plan easy to read and absorb.

The last marketing plan example we would like to feature in this section is this one from Lush cosmetics.

It is a long one but it’s also very detailed. The plan outlines numerous areas, including the company mission, SWOT analysis , brand positioning, packaging, geographical criteria, and much more.

2. Content marketing plan

A content marketing plan highlights different strategies , campaigns or tactics you can use for your content to help your business reach its goals.

This one-page marketing plan example from Contently outlines a content strategy and workflow using simple colors and blocks. The bullet points detail more information but this plan can easily be understood at a glance, which makes it so effective.

For a more detailed content marketing plan example, take a look at this template which features an editorial calendar you can share with the whole team:

3. SEO marketing plan

Your SEO marketing plan highlights what you plan to do for your SEO marketing strategy . This could include tactics for website on-page optimization , off-page optimization using AI SEO , and link building using an SEO PowerSuite backlink API for quick backlink profile checks. Additionally, incorporating a rank tracker can help monitor keyword performance and track the impact of your optimization efforts.

This SEO marketing plan example discusses in detail the target audience of the business and the SEO plan laid out in different stages:

4. Social media marketing plan

Your social media marketing plan presents what you’ll do to reach your marketing goal through social media. This could include tactics specific to each social media channel that you own, recommendations on developing a new channel, specific campaigns you want to run, and so on, like how B2B channels use Linkedin to generate leads with automation tools and expand their customer base; or like making use of Twitter walls that could display live Twitter feeds from Twitter in real-time on digital screens.

For B2C brands, you can target Facebook and Instagram. Gain Instagram likes to build trust for your brand’s profile and post engaging content on both platforms. Leverage AI social media tools to automate and scale your content plan..

Edit this social media marketing plan example easily with Venngage’s drag-and-drop editor:

5. Demand generation marketing plan

This could cover your paid marketing strategy (which can include search ads, paid social media ads, traditional advertisements, etc.), email marketing strategy and more. Here’s an example:

What should marketing plans include?

Marketing plans should include:

• A detailed analysis of the target market and customer segments.
• Clear and achievable marketing objectives and goals.
• Strategies and tactics for product promotion and distribution.
• Budget allocation for various marketing activities.
• Timelines and milestones for the implementation of marketing strategies.
• Evaluation metrics and methods for tracking the success of the marketing plan.

What is an executive summary in a marketing plan and what is its main goal?

An executive summary in a marketing plan is a brief overview of the entire document, summarizing the key points, goals, and strategies. Its main goal is to provide readers with a quick understanding of the plan’s purpose and to entice them to read further.

What are the results when a marketing plan is effective?

When a marketing plan is effective, businesses can experience increased brand visibility, higher customer engagement , improved sales and revenue, and strengthened customer loyalty.

What is the first section of a marketing plan?

The first section of a marketing plan is typically the “Executive Summary,” which provides a concise overview of the entire plan, including the business’s goals and the strategies to achieve them.

Now that you have the basics for designing your own marketing plan, it’s time to get started:

More marketing design guides and templates:

• Marketing Infographics: The Definitive Guide [Includes Infographic Templates]
• 20+ Business Pitch Deck Templates to Win New Clients and Investors
• 20+ White Paper Examples [Design Guide + White Paper Templates]
• The Evolution of Marketing [Timeline Infographic]

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