A Simple Marketing Planning Process
Sometimes people ask me to help them build a Marketing Plan. Plans are good because they help people understand what is ahead and what resources are needed to make those things happen. It also allows people to see how they are doing and adjust accordingly when they are not on track. A plan should not be a static document however, it should be under constant review and be at the heart of the business or department.
A simple plan should have several key elements. An overview and opinion of the current position, some objectives, a strategic direction, a practical route to delivering that direction, some actions with timings and measures of success.
When you read a marketing plan, or any plan for that matter, in my view if you cannot summarise it in more than a couple of sentences it is not clear enough to be properly implemented.
So here is a template you can use to build your own Marketing Plan
Situation – what is our current position? How did we get here? And is it a good place to be?
Objectives – based on our current situation what would we like to achieve next and why?
Strategy – at the top level how will we achieve our objectives?
Tactics – what are the practical things we need to do as part of the strategy and to make the strategy happen. What resources do we need and when and how will we use them?
Activities – list and group the tactics as activities and then assign people to them and some timings, who does what when, and when will it be finished?
Control Measures – how do we measure how we are doing in delivering our Objectives, how will we know if our strategy is working or if it needs to be refined, how will we know if our tactics are working and are within our resource budgets, are we delivering our activities on time and on budget? Build a set of measures, make sure everyone understands them and report on them regularly.
That is a very simple top line process to build a marketing plan. Based on the process I use as a Norwich marketing consultant. If you need some help, get in touch.


