Customizable
PowerPoint
Template
Marketing
Planning
Overview
Marketing
Planning
Overview
Date
Agenda
PROGRAM OVERVIEW
1
Example one
2
Example two
3
Example three
4
Example four
Overall Marketing Planning
Objectives
GOALS
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TASKS
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RESOURCES
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EVALUATION
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Strategies
PROVEN METHODS
NEW METHODS
POSITIONING STRATEGY
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Marketing Program Planning
Marketing Program Planning
Tactic
Marketing Strategy
Primary
Objective
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your own text.
Tactic
Marketing Strategy
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your own text.
Tactic
Marketing Strategy
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your own text.
JAN
ARCS &
PILLARS
FEB
MAR
APR
MAY
JUN
JUL
High Level Program Initiative
High Level Program Initiative
High Level Program Initiative
EVENTS
AUDIENCE &
SEGMENTS
Applicable
Event
Applicable
Event
Applicable
Event
Applicable
Event
Applicable
Event
Applicable
Event
Add audience or persona
Add audience or persona
Add audience or persona
ONGOING
Nurturing & DB Emails
Paid Programs
PPC
Webinars
Social
High Level Program Planning Template
Applicable
Event
AVERAGE / MONTH
• x programs
• x webinars
• x live events
• x paid programs
Yearly Program View by Quarter
Q1
Q2
Program 1
Program 1
Program 1
Program 1
Program 2
Program 2
Program 2
Program 2
Program 3
Program 3
Program 3
Program 3
Program 4
Program 4
Program 4
Program 4
Program 5
Program 5
Program 5
Program 5
Program 6
Program 6
Program 6
Program 6
Q3
Q4
Program Roadmap
TACTIC
TACTIC
Initiative 1
TACTIC
TACTIC
Initiative 2
TACTIC
TACTIC
Initiative 3
TACTIC
TACTIC
Initiative 4
TACTIC
Q3 ‘13
Q4 ‘13
Q1 ‘14
Q2 ‘14
1 HC
Product Launch Program Plan
EVENT
LEAD GEN TACTICS
EMAIL TACTICS
CONTENT
Email 1
eBook
Webinar 1
Social
Email 2
Cheatsheet
Webinar 2
PPC Campaign
Email 3
Datasheet
In-Person
Event
Paid Email
Campaign
Blog Post
Direct Mail
Sales
Call-down
Funnel Analysis: Program A (Webinar Example)
WHERE ARE THERE OPPORTUNITIES?
Program Launch Date:
Goals:
List Size:
Roughly X% Register ~ X Number
Webinar Dates:“
X% Attend – X Number
X% Register for Demo – X Number
Current List for Program Send
(X number of leads)
Webinar Sign-Ups
(X%)
Webinar Attend
(X%)
Webinar Follow Up Includes Offer for Demo
(X%)
X% Fit the Right Profile – X Number
Attend
X% Fit the Right Profile – X Number
Good Leads
Of those that attend the demo, X% become
opportunities – X Number
Win X% - X Wins
(X%)
(X%)
Opportunities
(X%)
Won
(X%)
Campaign Details
MARKETING-SALES FUNNEL
Awareness / Lead Gen
GOAL
ACTIVITY
Goal 1
Activity 1-5
Goal 2
Activity 1-5
Goal 3
Activity 1-5
Interest
Demo
Opps
Won
Content Initiative Planning
Content Planning
Theme 1
Theme 2
Theme 3
Theme 4
Ebook
Ebook
Ebook
Ebook
Infographic
Infographic
Infographic
Infographic
Slide Deck
Slide Deck
Slide Deck
Slide Deck
Blog Posts
Blog Posts
Blog Posts
Blog Posts
ONGOING INITIATIVE
ONGOING INITIATIVE
ONGOING INITIATIVE
Q1
Q2
Q3
Q4
Content Program Drill-Down Per Quarter
Messaging Arc
Product Launches
Trend Related
Partner/Thought Leader
SEO
Asset 1
Asset 1
Asset 1
Asset 1
Asset 1
Asset 2
Asset 2
Asset 2
Asset 2
Asset 2
Asset 3
Asset 3
Asset 3
Asset 3
Asset 3
Asset 4
Asset 4
Asset 4
Asset 4
Asset 4
GOALS:
X
Ebooks
Per Month
X
Infographics
Per Month
X
Slide Decks
Per Quarter
X
Videos
Per Quarter
Event Planning
Q4
Q3
Q2
Q1
Yearly Events Calendar
Events
Date
Event a
Date a
Events
Activity
Activity a
Lead Goal
Actual Lead #
Goal a
Lead a
Q4
Q3
Q2
Q1
Yearly Webinar Calendar
Webinar Name
Date
Speakers
Registration Goal
Actual Registration
Webinar a
Date a
Speaker a
Goal a
Registration a
Thank You!