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The Essential Guide to Marketing Plan Presentations

“What helps people, helps business,” explains Leo Burnett. A marketing plan is a method businesses incorporate to achieve corporate objectives aligned with their mission and statement. Still, creating a successful marketing plan presentation can become a challenge for many professionals.

What to include, which metrics should be tracked, how to present data visually compellingly, and plenty of other questions can surface when creating a marketing plan presentation. In this article, we will explore in detail all those topics and more to help you create a stellar marketing plan presentation.

Table of Contents

What is a marketing plan?

Why do you need a marketing plan.

• Difference between a marketing plan and a business plan
• Types of marketing plan
• Step 1 – Defining business goals

Step 2 – KPI (Key Performance Indicators)

• Step 3 – Building a market analysis

Step 4 – Defining the target market

• Step 5 – Defining marketing objectives
• Step 6 – Building marketing strategies
• Step 7 – Selecting marketing channels

Recommended Marketing Plan Templates for Presentations

• What are marketing tactics?
• Content Marketing tactics
• Email Marketing tactics
• Social Media Marketing tactics
• Influencer Marketing tactics
• Marketing budget
• What is the difference between a marketing strategy and a marketing plan?

Marketing Strategy Outline for an effective Marketing Plan Presentation

• Why do you need a marketing strategy?
• Marketing implementation

Tips and avoiding pitfalls when preparing a Marketing Plan

• Final words

A marketing plan outlines an organization’s advertising approach for generating leads and reaching its target market. A marketing strategy outlines the outreach activities that will be implemented over time and how the organization achieves its goals according to these actions.

According to Harvard , “The marketing plan defines the opportunity, the strategy, the budget, and the expected product sales results.” The ultimate objective of the marketing plan is to generate adequate and lucrative activity. Therefore, it should include valuable and practical instructions for allocating resources correctly.

Having a marketing plan for your business is essential, as it gives direction to advertising strategy, sales strategy, customer support strategy, etc. It provides a timeframe and implementation for the marketing strategies built.

Overall, the main items a marketing plan solve are:

• Establishing measurable goals
• Actionable consistency for business strategy
• Working within a budget for clear financials and detailed expenditure
• Improves your relationship with customers
• Helps businesses to gain new investors
• It is a powerful motivator for marketing teams

Defining your marketing plan early on has numerous advantages. Setting clear goals and objectives and matching marketing techniques to reach them can put you to success.

Moreover, while establishing a firm, marketing expenditures may be restricted, so having a clear plan guarantees you don’t squander money.

Difference between a Marketing Plan and a Business Plan

A marketing plan and a business plan are both essential tools for the success of any organization, but they serve distinct purposes and focus on different aspects of the business:

Marketing Plan: The primary purpose of a marketing plan is to outline the strategies and tactics that a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Business Plan: A business plan, on the other hand, provides a comprehensive overview of the entire business, including its mission, vision, financial projections, operations, and long-term goals. It serves as a roadmap for the entire organization.

Marketing Plan: A marketing plan is a subset of a business plan, focusing exclusively on the marketing aspects of the business. It delves into the specifics of how the business will attract and retain customers.

Business Plan: A business plan encompasses all aspects of the business, including marketing, finance, operations, and management.

Time Horizon

Marketing Plan: Marketing plans typically have shorter time horizons, often covering a year or less, and are more tactical in nature.

Business Plan: Business plans have a longer time horizon and often outline the company’s goals and strategies for the next three to five years or even longer.

Marketing Plan: The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

Business Plan: Business plans are intended for a broader audience, including potential investors, lenders, stakeholders, and company executives.

Marketing Plan: Content in a marketing plan typically includes market analysis, target audience profiles, marketing objectives, strategies, tactics, budget, and key performance indicators (KPIs).

Business Plan: A business plan includes sections on executive summary, company description, market analysis, organizational structure, financial projections, and more.

In summary, while a marketing plan focuses specifically on the marketing strategies and activities of a business, a business plan provides a comprehensive overview of the entire organization, including its marketing efforts, financial outlook, and long-term goals. Both plans are crucial for a company’s success, and they often complement each other in achieving overall business objectives.

Types of Marketing Plan

Marketing plans can take various forms depending on the specific needs and goals of the business. Some common types of marketing plans include:

• Annual Marketing Plan: This is a comprehensive marketing plan that outlines the marketing strategies and tactics for the upcoming year. It typically includes a detailed budget and specific objectives for the year ahead.
• Product Launch Marketing Plan: This type of plan is focused on the launch of a new product or service. It includes strategies for generating buzz, attracting early adopters, and achieving a successful product launch.
• Digital Marketing Plan: In today’s digital age, businesses often create specialized plans for their online marketing efforts. This plan may cover areas such as website optimization, social media marketing, email marketing, and online advertising.
• Content Marketing Plan: Content marketing plans focus on creating and distributing valuable content to attract and engage the target audience. This can include blog posts, videos, infographics, and more.
• Social Media Marketing Plan: This plan centers on strategies for building and maintaining a strong presence on social media platforms. It includes content calendars, posting schedules, and engagement strategies.
• Event Marketing Plan: For businesses that participate in or host events, this plan outlines the marketing strategies for promoting and maximizing the impact of those events.
• Branding and Rebranding Plan: Businesses looking to establish or reposition their brand in the market create branding or rebranding plans. These plans focus on building a strong brand identity and messaging.
• Crisis Management Plan: In the event of a crisis or negative publicity, this plan outlines strategies for managing the situation and mitigating damage to the brand.

The choice of marketing plan type depends on the specific goals and priorities of the business. Some businesses may also create a combination of these plans to address different aspects of their marketing efforts.

The Anatomy of an Effective Marketing Plan

Step 1 – defining business goals .

Your company’s marketing goals and objectives could be to promote the brand, name, and logo design , expand into a new market, or improve product marketing by a certain percentage. These objectives can be better tracked, measured, and duplicated if they are more defined and numerical.

Understanding high-level marketing and company objectives is the first step. These should form the basis of your strategy. The work can be grouped according to its objectives, allowing your teammates to see the plan behind your operations. Defining your business goals will also assist you in determining whether or not the programs and campaigns you launch are on schedule.

Those who write down their goals are more successful than those who do not. You can set goals using various methods, including the SMART Goals method . Your marketing team can use the SMART Goals method to explain your company’s long-term objectives, make adjustments, and develop promotional activities. SMART stands for Specific, Measurable, Achievable, Realistic, and Time-bound. These objectives give you a framework for choosing the most efficient marketing strategy.

KPI, also known as Key Performance Indicators, is a collection of quantitative measurements a firm or sector uses to assess or compare performance in accomplishing strategic and operational objectives. Measurable KPIs allow you to establish a sense of ownership and accountability for your company goals. They’re necessary for completing any company plan actions. A KPI dashboard (a collection of pre-selected and relevant KPIs) shared with a specific team can motivate by offering concrete insight into the team’s performance and improving peer efforts.

Step 3 – Building a Market analysis 

Marketing environment.

A marketing environment refers to all internal and external aspects influencing and driving your company’s promotional efforts. Your managers should know the marketing environment to sustain success and address any threats or possibilities that may affect their work.

Understanding the marketing environment is critical in recognizing what your customers desire. You would require a marketing environment because it helps to identify your target audience and their demands, particularly when it comes to how customers make purchasing decisions. Evaluating your marketing environment allows your company to create effective marketing strategies before too late.

The marketing environment is wide and varied, with controllable and uncontrollable variables. There are two types of marketing environments to consider: internal and external environments.

Internal marketing environments include your company’s strengths, limitations, distinctiveness, capabilities, capital assets and finances, and corporate policies. 

To be precise, all the elements that are under your control have an impact on your marketing operations.

All aspects outside your company’s control are included in the external marketing environment. The external marketing environment is divided into micro and macro marketing environments. 

The marketing microenvironment is inherently related to your company and directly impacts marketing procedures. Buyers, manufacturers, company associates, distributors, and opponents are included. To some point, it can be possible to control microenvironmental influences. 

All things outside your company’s control make up your macro marketing environment. External environmental forces such as competitive, economic, political, legal and regulatory, technological, and sociocultural parties are considered in the environmental analysis. A marketing strategist can be efficient only by accepting and comprehending the intricacies of the marketing environment. 

Competitor analysis

A competitive analysis is a method of identifying competitors and evaluating their strengths and weaknesses compared to your own. It assists you in determining how to deal with competition and fine-tuning your plan. It is essential to conduct a competitive analysis because it will help you to create effective competitive strategies to expand your target market. 

First of all, identify who your competitors are and what products they offer. Take note of their marketing strategies. You’ll be able to design methods to help you stay ahead of your main competitors using the information from the competitive analysis.

SWOT analysis 

A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis is an excellent method to determine how you match up against your market competitors. It is one of the most effective strategies for eliciting the most significant difficulties your company faces today and in the future. It is an integral part of any marketing strategy.

You can use a SWOT analysis to look at your company’s strengths, weaknesses, opportunities, and threats. This activity might help you determine where your company stands in the competitive marketplace. 

With SWOT analysis, you’ll have a promising approach for prioritizing the tasks you need to perform to build your business. If you want to get in and start, feel free to download our editable SWOT PowerPoint templates .

Since you’ve performed your analysis, the next step is to focus on your target market.

Once you have assessed precisely whom your company wants to cater to, it will be easier to choose which marketing strategies. Your marketing and communication channels must be tailored to your target audience. Age, gender, geographic region, likes, interests, and other demographics can be associated with audience criteria.

To help you with the process, create different customer profiles or perform market segmentation. By focusing on commitment to service and quality, you can effectively implement a niche differentiation strategy in a somewhat diverse marketplace. 

Market Size

The size of a market is one of the most important criteria for evaluating a business plan because if the market is too limited, expansion and funding are not worthwhile. As a result, determining the market size is an integral aspect of every business marketing plan.

TAM stands for “Total Addressable Market”

The TAM reflects the broadest market potential imaginable. It solves who might buy goods or services in general. The TAM is the potential profit a single firm could make in this market.

SAM stands for “Serviceable Addressable Market”

The SAM provides a solution to which TAM market share can be addressed with the particular product or service in view or which could reasonably buy it. The SAM is important since it demonstrates the moderate potential of your business plan. The target audience is outlined and accurately described at this stage.

SOM stands for “Serviceable Obtainable Market”

Lastly, the SOM depicts the SAM’s market share that can be practically obtained over a predictable timeframe. It considers the current market environment, production capabilities, promotion, and distribution channels. As a result, the SOM represents the sales potential of your business during its early stages of growth.

The above are crucial components of a company’s strategy, especially as you develop your sales and marketing plan, make appropriate revenue targets, and decide which markets are worth your time and money.

Unique Selling Proposition

Your company’s unique selling proposition or USP indicates the unique advantages that your company provides, and hence provides the basis for differentiating you from your competitors.

A strong USP helps to reach your target audience and achieve your company goals by distinguishing your goods in a significant and exclusive way. It makes your marketing content effective and attractive to potential consumers. Your USP concept should reflect throughout your products and marketing strategies.

Step 5 – Defining Marketing objectives 

Formulating marketing strategies and organizational marketing practices is based on the marketing objectives. The marketing objectives declare what you intend to achieve in the marketplace. The internal and external environmental analysis outcomes significantly impact the marketing objectives plan.

Marketing objectives are both economic and market-psychological objectives. Financial goals are responsible for higher turnover, i.e., they use desirable outcomes to affect sales quantity and price. The company’s goals and objectives must be established in concrete terms so that the concerned managers can evaluate performance and, if needed, take remedial action. Increased product awareness among targeted consumers provides information about product features, and increasing consumer willingness to acquire the product are some of the goals for a specific product.

Market-psychological goals are a variant of marketing objectives with a focus on quality. They represent intentional, purposeful changes in future client purchase behavior that correlate to financial aims driving a company’s marketing initiatives. Brand awareness , business model, buying intensity, customer service, and product are suitable for qualitative expected values.

Before moving on to the next level of planning and designing the marketing strategy, you must understand the marketing objectives.

Step 6 – Building Marketing strategies

Let us discuss various marketing strategies to Boost your Business Growth.

Marketing mix and its importance

The marketing mix is a significant component of developing and executing a successful marketing strategy. It should demonstrate how your product or service is preferable to your competitors.

The marketing mix describes the many aspects of your company’s market strategy. It is a diverse list of elements your company uses to attain its goals by effectively marketing its goods or services to a specific consumer segment.

The marketing mix, commonly known as the 4 Ps, comprises four major components: products, price, promotion, and location. The 4Ps are the most essential components to consider when developing a marketing plan. A variant of the services marketing mix is also known as 7Ps Marketing Mix, and includes the addition of people, processes, and physical evidence to the list.

Product development aims to create the best product or service for your target market. Your goods or services must meet every individual client’s demand.

The first P consists of two main elements:

Branding is the name, term, symbol, and design by which your product is known. A strong brand name can help shoppers recognize the goods they desire faster, which speeds up purchasing.

Packaging entails advertising and safeguarding the product. It can improve the use of a product or keep it from degrading or being damaged. Quality packaging makes it easy to recognize your products and promote your reputation.

When deciding on a price for your goods, analyze the competition in your target market and the whole marketing mix’s cost. Estimate how customers will react to potential product prices.

Pricing and Positioning Strategy

Pricing and positioning strategy determine how you want your customers to recognize your products and services compared to your competitive brands. Your pricing and positioning strategy must be aligned; your product’s price should be according to its position in the market. Consider your competition, target audience, and running expenditure while deciding on your positioning and pricing plan.

Here are different types of pricing strategies:

Price Skimming

This strategy is often used when you have a high-priced brand offering that too very unique in the market. Basically, it is linked with highly valued or luxury products. When your product is new, you want to generate sales, and as it grows more prominent, you wish to acquire a wide range of consumers. 

Penetration Pricing

Penetration pricing is the complete opposite of price skimming. Companies utilizing a penetration pricing approach have a low-priced product to capture as much market share as possible rather than going to market with a high price. 

Time-based Pricing

In the holiday sector, time-based pricing is employed to maximize revenues during summer, when resorts are often busiest. When an airline’s aircraft is nearing capacity, it also charges extra. If there is spare space and a short time before departure, it also offers bargains. This strategy is based on delivering a product or service faster by increasing the prices.

Value-Based Pricing

This strategy ignores the cost of production and instead focuses on using the value customers gain from the price of a product or service. This strategy can be used when your product or service is good enough not to be replaced with an alternative.  

This includes all the considerations that go into getting the correct product into the hands of your target market. Customers should expect to locate a product or service like yours where placement decisions, such as accessing the proper distribution channels, are made. The layout of your store or shop is also a part of the location decision. It should entice people into your store and simplify finding what they’re looking for.

Telling your target market about your goods or service is the goal here. It entails direct communication between potential customers and sellers.

Your marketing mix will assist you in promoting suitable goods to the right people at the right price and at the right time for your company. Therefore, your marketing mix serves as a blueprint for achieving your business goals. It provides a sense of direction while reminding you to think about your target market.

Step 7 – Selecting Marketing Channels 

Where does your target audience spend most of their time? Is it social media or reading newspapers or online periodicals? When you know what they prefer more, you can better select the channel of marketing you want to use in your strategies.

Here are different methods of marketing:

Outbound Marketing

Outbound marketing is a sort of marketing that includes pursuing clients rather than allowing them to approach you naturally. This strategy, which entails employing cold calls, Television ads, and print ads as the significant way of recruiting clients before digital marketing became a regular practice, was prevalent before digital marketing became a common practice.

Outbound marketing includes social ads, search engine marketing (SEM), native advertising, and traditional commercials, among other forms of paid advertising. It is still a popular digital marketing strategy today. For example, email blasts, which are bulk email campaigns delivered to an extensive list of subscribers, are still a popular advertising strategy.

Inbound Marketing

Inbound marketing is a general term that includes almost all forms of marketing, from social media to content. Inbound marketing tries to lure clients by leveraging various forms of content, such as blogs, videos, podcasts, social media, and newsletters. As for the podcasts, they are easy to start. Besides, people love to listen to podcasts , as they can do it anytime and anywhere. The content engages your clients, making them happy and building lifetime trust in your brand.

Content marketing is one of the most common inbound marketing strategies you can learn more about further down. 

Inbound marketing is gaining popularity because it draws them to you rather than interrupting people with intrusive advertisements. Because consumers are actively looking for your material, inbound marketing is effective. With the help of an Inbound Marketing PowerPoint template , digital marketing professionals can save hours of effort and time and prepare presentations with the conclusions of a marketing analysis campaign.

Digital Marketing

Digital marketing isn’t a specific strategy by itself; instead, it’s a direct reference to any digital technology marketing. Digital marketing has taken the marketing world by storm. Almost every sales and marketing expert widely uses it. With digital marketing, marketing has grown to reach clients in new and more intriguing ways due to advanced technologies. This marketing channel focuses on business growth, which is crucial for the growth strategy. 

As you read, you’ll know that most of the marketing types we will discuss are a form of digital marketing. Some of them are:

Content marketing

Email marketing, social media marketing, advertising.

Each type of marketing is vital to the whole, and they all work together to create a comprehensive digital marketing strategy.

While so many digital marketing platforms are available, selecting them in a way that works for the company’s goals and, especially budget, can be challenging. Paid, owned, and earned media classifies various channels into segments that make creating and enhancing effective marketing strategies easier.

Paid media is content you pay to be placed before your viewers as an advertisement, such as ads on social media, whereas owned and earned media is free. Owned media refers to the content you make and maintain, such as your website, blog posts, or Facebook page. In contrast, earned media refers to content created about you by others, such as influencers or reviews of your product.

When drawing readers to your website, content still comes out on top. Users are drawn to your website by relevant content, keywords, and offerings. A well-developed content marketing strategy can help you customize content for your client’s needs and gain genuine traffic.

With Google’s MUM algorithm update , websites with well-written content created in natural language are expected to rank higher. Create a well-thought-out strategy for delivering high-quality content regularly, allowing your company to gain genuine traffic and reduce bounce rates. Good solid content should have concise headlines, relevant data sources, and answers to any readers’ issues.

According to recent statistics, more than 85% of marketers utilize email as their primary lead-generation medium. In the case of email marketing campaigns , you must send the correct kind of message to your target demographic to remain effective. Email marketing is done correctly, establishes a relationship with your clients, and earns their confidence. Include exciting information like blog articles, user-generated content, and videos in your emails. Customize emails by including information like first names and tailoring material to the client’s interaction with your site.

Social media has made a lot of progress since its beginning, and it is now one of the most widely used marketing channels. YouTube and Facebook remain the most popular social media platforms, with Instagram and Pinterest coming in second and third, respectively.

A social media marketing strategy that emphasizes brand recognition, customer interactions, and captivating posts can help you establish a solid social media profile and attract consumers to your products and services. To enhance interaction with your target market, focus on generating effective communication strategies across all social media channels and creating video content.

There are various advertising options to consider for your company—the alternatives for advertising range from social media to television and print. One thing is sure online advertising is a practical approach to getting the attention of your target audience. It enables you to more precisely target, monitor, and assess the effectiveness of your paid marketing campaign more.

To grow in the digital advertising industry, learn how to advertise on Google. Because Google is the world’s most popular search engine, you’ll want to keep ahead of the competition by appearing for essential keywords relating to your services.

Influencer marketing

Influencer marketing is partnering with influencers (people who already have a large following) to use the potential of Instagram and other social media. These persons are considered experts in their fields, and their followers will listen to their advice. Influencer marketing can put your brand and an e-commerce business on the map. When an influencer endorses your product, it immediately earns credibility in the eyes of their followers. As a result, your brand will acquire more visibility and attract new clients. Influencer content is a marketing technique that will continue to grow in the coming years.

Because many influencers rely on paid advertising for income, they typically demand payment in exchange for endorsing your company. You’ll effectively be sponsoring one of their social media postings in this situation. Evaluate which collaborations will be most beneficial to your market and budget.

Affiliate marketing

You might wonder, what is affiliate marketing? It is similar to sponsored collaborations in which others market your business on your behalf. By establishing an affiliate marketing program, you’ll eventually partner with another affiliate who will promote your products on their social media sites, blogs, and other platforms. Their sales are recorded using special links known as affiliate links, which allow the individual to be paid for their efforts. 

This type of marketing is becoming increasingly popular, and more businesses are launching their affiliate networks. As a result of this increase, many companies now use affiliate marketing as part of their entire marketing plan.

Landing pages

A landing page is a best friend for the marketer. Conversions are the sole objective of this standalone page. Regardless of how good your various online marketing techniques are, your landing pages and website must convert at a reasonable rate to justify your efforts. A one-second delay in page loading time causes a likely decline in conversions. Landing pages should have a powerful message, optimized headers, and helpful content to be the most effective. Stay updated on landing page best practices to improve your website conversion rate. 

As we know, this process can be taxing, especially if the deadline is around the corner; please check our suggestion for marketing plan templates . These products were designed by professionals, and are intended for visual impact, clear data presentation , and reusable purposes.

1. Marketing Plan PowerPoint Template

Building a marketing plan from scratch with this slide deck is a stress-free experience. You can find a welcome message slide, followed by an introduction slide in which you can present the reasons behind a new marketing plan. The table of contents for this presentation template is shown as a horizontal timeline, so the audience can transit through each element.

Key slides such as About Us, Mission, Team, and USP are listed, with icons and placeholder text areas that are quick to edit. TAM, SAM, and SOM model are also included in one slide. If all this isn’t enough, reinforce your message with a demographic slide to introduce your ICPs and analyze competitors with the Market Competition slide arranged in a bar format.

Use This Template

2. General Marketing Plan PowerPoint Templates

Some of the slides shown in this article belong to this presentation template design. Vibrant, with a clear design for showcasing data in multiple marketing formats: TAM, SAM, and SOM; KPI Dashboard; USP; Pricing strategy; 7Ps of Marketing Model Mix; Segments; Budget; Product Life Cycle, etc.

Create a powerful marketing plan presentation by editing this professional marketing plan presentation template in just minutes.

3. Marketing Plan PowerPoint Presentation Template

This fresh marketing plan presentation template is a slide deck featuring various graphics to showcase data. The strong contrast of the tones used helps to introduce multiple topics with a clear understanding from the audience. On top of that, the template is entirely editable, so you can select a custom theme with your preferred color scheme.

Find catchy graphics to discuss Market Segmentation; Target Market; Growth Strategy; Plans & Pricing, etc. 13 slides containing everything you need for a stellar marketing plan presentation.

4. Blue Marketing Plan Template for PowerPoint

Ideal for corporate environments, this classic-styled marketing plan template brings every tool available for building a marketing plan. With blue & white tones in the main areas, you can find 2D & 3D graphics in 4 different colors that complement the palette.

Access funnel analysis diagrams, world maps for demographic representations, cycle process flow diagrams, 4P Marketing Mix, 3D cubes, roadmaps, and more.

Since we understand it can be challenging to mix and match template slides for a custom presentation layout, we created a tool intended for presenters using our years of expertise in the field for the best user experience. Try our AI Presentation Maker and create an entire marketing plan presentation slide deck in seconds.

Marketing Tactics

What are marketing tactics.

Marketing Tactics are the strategic measures that drive the advertising of your company’s products and services to achieve the defined marketing goals. Your marketing strategy and your company goals and objectives will determine the basis of marketing tactics. The purpose of some marketing tactics might be to promote your content to reach your target audience, while for others, it might be to maximize sales yet maintain a competitive product or service. As a matter of fact, you can leverage a variety of marketing tactics. Especially if you have a well rounded idea of the strategy from a  digital marketing course .

Content Marketing Tactics

Focus on content transparency and authenticity Your consumers may want to know your new product ideas, how you create your product, or even your revenue numbers. If you reveal to your audience what they want and meet their demands, you may directly connect to your audience. For this, your content must be transparent and authentic. 

Dynamic CTAs Dynamic CTAs are elements of personalization that create a unique call-to-action based on the viewer. It makes the content more personalized therefore generating more traffic to your site.

Search Engine Optimization (SEO) Create content and improve your online services to make it easier for those seeking specific information.

Use Emotional Keywords in Headlines The most effective technique to write compelling headlines is to use emotional keywords. This will give your content a boost. People will be prompted not only to read it but also to forward it on social media. Also, you can add headlines showing data. Create high-quality content to grow your search traffic and rankings.

Email Marketing Tactics

Personalization In the email subject line, you can add the name of the person you are interacting with. It gives a personal touch.

Automate Referral Campaigns Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM .

Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM. Make sure you use a quality  email finding tool . This way you will get more clients. Deployment of email authentication protocols like DMARC can have a lasting positive impact on your email deliverability rates, making your marketing campaigns more of a success by reducing spam.

Social Media Marketing Tactics

Use social media platforms to generate traffic Social media platforms like Instagram , YouTube are the most used platforms to connect and engage potential consumers.

Live streaming To engage your audience, you need to communicate with them directly. Live streaming allows you to reach more people and thus maximize your social media presence.

Customer Testimonials Testimonials directly from your customers’ words express appreciation for and faith in your service and products, providing a positive review of your company.

Influencer Marketing Tactics

Influencer-driven product launches  Influencers are considered experienced in their niches, so their followers happen to trust the products promoted to them.  

Influencer Endorsements/Sponsorships One of the most effective ways to encourage consumers to trust your products is through influencer sponsorships .

Marketing Budget 

You’ll need a comprehensive and practical marketing budget to implement a marketing strategy successfully. Your budget should be suited to your company’s unique qualities. Your business stage also determines your marketing budget. Once you decide which marketing channels you will use, you can define your marketing budget.

You must recognize the role of marketing in assisting your company. Specific methods can be defined from there. Then, to correctly and fairly measure marketing success, you must define KPIs to connect the budget with your goals. Choosing how much money to invest in marketing is a big step, but deciding when, where, and how to spend that money is far more complicated – and has a considerably more significant impact on your company’s performance.

What is the difference between a marketing strategy and a marketing plan? 

A marketing strategy is reaching out to potential customers and converting them into paying customers. A marketing strategy is different from a marketing plan in its approach. It is a larger picture of how you intend to remain ahead of your competitors.

On the other hand, the marketing plan systematically lays out the specifics of how you’ll put your strategies into action. Your marketing plan is the framework of strategic marketing actions that help you reach your marketing goals and is driven by your marketing strategy.

Your marketing strategy is an essential aspect of your overall business plan. This outline is intended to assist you in thinking through areas of your proposed business plans and the market channels you will use to reach your target market. A strong marketing plan involves everything from identifying your target clients to how you will reach them to how you will create repeat purchasers, whether you are just starting your firm or thinking about expanding your operations. 

Your marketing strategy is the roadmap you’ll follow to gain customer loyalty and boost your company’s success. Use the following slides outline to create an engaging marketing plan presentation:

• Executive Summary Slide : A brief overview of your marketing plan
• Business Goals Slide : Represent precisely what your business depicts
• A. Identify your target customer.
• B. Identify your direct and indirect competition and state how your business will differ?
• Market Objective Slide : Define the economic and market-psychological objectives of your business.
• Market Strategies Slide : Identify how you will achieve the set targets in the market.
• Marketing Channels Slide : Identify the methods via which your potential clients communicate with your competition.
• Marketing Strategies Slide : Present a clear and coherent image of how you intend to market/sell your product/service and how these techniques will result in profit.
• Marketing Budget Slide : Identify the amount of money you will require to sustain in the market.
• Marketing Implementation Slide : Set and apply realistic and tangible goals to evaluate your marketing success

Why do you need a marketing strategy? 

The marketing strategy should come prior to the marketing plan, as it is the grounds on which the marketing plan should be arranged.

The main reasons why you need a marketing strategy are:

• Defines the goals to be measured in the marketing plan
• Helps to define vision and long-term objectives
• Helps to decide which marketing channels the efforts should be focused on
• Allows companies to address where the money should be spent
• It becomes the guidance to build a marketing plan, and your reference point when questions arise

Establishing your marketing strategies beforehand has numerous advantages. You are on the path to success when you define your goals and KPIs and integrate marketing techniques to attain those goals.

Marketing Implementation 

Marketing implementation is bringing your marketing strategy into action to generate favorable results. A marketing implementation plan ensures the appropriate execution of your marketing strategy. It breaks down your marketing strategy into manageable activities, responsibilities, and objectives that are easy to grasp and follow. 

This part of the marketing plan explains how the company will conduct its marketing strategies, including how it will be structured by operations, products, areas, and target audience categories. You can take various steps to build an effective marketing implementation plan. Some of them are as follows:

Create realistic scenarios  

Firstly, in a marketing implementation plan, you should set reasonable expectations for how quickly you can meet marketing goals and objectives. When you decide on a timeline from the beginning, it assures that everyone involved is informed of and capable of meeting each deadline.

Review your marketing strategy

Re-examine your marketing strategy to ensure it is well-developed, efficient, and results-oriented. You may include any other aspects you come across when creating your implementation plan. While reviewing your marketing strategy, make sure you have focused on every essential element.

Create workflows for all of your content and tasks

You may make a simple list of tasks and promotional procedures for your members to perform. Try creating the steps in procedures as straightforwardly as possible and linking aspects that make sense. Allocate assignments to groups of people, and give each one a time limit or deadline. Before sharing the finished version, review the workflow with all parties concerned and seek input and suggestions. For maximum output, facilitate cooperation throughout the implementation plan.

Communicate with your team

After defining your marketing strategy, workflows, and KPIs (Key performance indicators) , ensure everyone is on board. Creativity, efficiency, and performance can all improve from open communication and collaborative ownership. Communicate your plan with partners and other company units to secure commitment and acceptance for the team’s actions.

To create an effective marketing plan:

• Analyze the various needs of client groups and focus on the market.
• Determine if you can sell more to your current clients or how you can improve meaningful client engagement.
• Set out necessary aims and create an efficient action plan to implement your marketing strategies.
• Set clear, realistic, and measurable targets using the SMART Marketing Goals approach (Specific, Measurable, Attainable, Realistic, and Timely).
• Apply the RACE Framework , which will help to streamline marketing objectives.

Some Pitfalls of the marketing plan can be:

• Making assumptions about a client’s needs can lead to the inefficiency of your marketing plan.
• Do not rely on a smaller number of consumers.
• Underestimating the competition can have considerable consequences on your business.

Final words 

A marketing plan’s ultimate purpose is to ensure that marketing operations are relevant and timely to meet your business’s goals. An ideal marketing plan encompasses the strategies for identifying a long-term competitive position and the resources required to attain it. Your capability to anticipate the appropriate marketing strategies distinctly and update and improve your activities regularly is essential for the growth of your business.

What is the main purpose of a marketing plan?

A marketing plan’s primary purpose is to outline the strategies and tactics a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Why is it essential to have a marketing plan for a business?

Having a marketing plan is essential because it provides direction for advertising, sales, customer support, and other aspects of the business. It helps establish measurable goals, ensures consistency in business strategy, and provides a framework for allocating resources effectively.

How far into the future does a business plan typically project?

A business plan typically projects three to five years into the future, outlining the company’s goals and strategies for that period.

Who is the primary audience for a marketing plan?

The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

What are the KPIs in a marketing plan?

KPIs, or Key Performance Indicators, are quantitative measurements used to assess or compare performance in achieving marketing objectives. They provide a way to track progress and evaluate the effectiveness of marketing strategies.

Is a digital marketing plan different from a traditional marketing plan?

Yes, a digital marketing plan focuses on online channels, global reach, interactivity, and precise analytics, while a traditional marketing plan includes offline channels, may have a regional focus, and offers limited interactivity and measurement.

What is the best way to present a budget in a marketing plan presentation?

Present the budget visually with charts and tables, provide a detailed cost breakdown for each activity, and compare budgeted figures to actual spending for accountability.

What should I include in a marketing plan presentation?

Include sections on goals, target audience, strategies, tactics, budget, key performance indicators (KPIs), and a timeline.

How do you present a marketing presentation?

Present a marketing presentation by using engaging visuals, clear communication, storytelling, data-backed insights, and a well-structured narrative that flows from problem to solution. Practice and engage with your audience for effective communication.

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Create Killer Marketing Presentations (Examples & Templates)

Learn from the best marketing presentation examples how to engage your audience, persuade & reach marketing strategy goals for your business or product.

6 minute read

helped business professionals at:

Short answer

What does a marketing presentation include.

The key elements that every marketing presentation should include are:

• Introduction
• Market overview
• Product/service overview
• Marketing strategy
• Competitor analysis
• Performance metrics
• Action plan
• Projections
• Conclusion and next steps

Why most marketing presentations don't work

No one has patience for marketing presentations. With anything but the best presentation, it's too to lose your audience's attention.

But an bad presentation makes you lose more than just attention - you lose potential customers, internal stakeholder support, partnerships, growth opportunities, and ultimately revenue.

Whatever marketing presentations you’re making at the moment it’s likely that they’re drowning in a sea of noise made by your competition.

But you can rise above the noise with a few little known tactics and a smart strategy that make you stand out.

Let me show you hows…

I’ll also show you some marketing presentation examples that apply all the insights I have to share with you.

Types of marketing presentations

PRODUCT MARKETING

MARKETING STRATEGY

MARKETING PLAN

MARKET ANALYSIS

MARKETING CAMPAIGN

Product marketing presentation

This is your stage to spotlight your product or service. Dive into unique features, benefits, and the problem it solves for your customers. Remember, it's not just about what your product is, but why it matters.

Marketing strategy presentation

The beating heart of your brand's direction, this presentation outlines your game plan to reach your audience. It covers your unique selling proposition, target market, distribution channels, and more. Think of it as your strategic compass guiding you to your business goals.

Marketing plan presentation

Detailing your tactical roadmap, this presentation is where strategy meets execution. It includes your specific marketing activities, timeline, budget, and key performance indicators. Your plan is your strategy's vehicle - fasten your seatbelts and let it drive you to success!

Market analysis presentation

In this presentation, you dissect your market to unearth valuable insights. Understand your customer demographics, identify trends, and evaluate market size. It's your secret weapon to stay one step ahead of the competition.

Marketing campaign presentation

This presentation highlights your creative initiatives aimed at promoting your product or service. It showcases your campaign theme, messaging, promotional channels, and projected outcomes. It's your marketing storybook – captivate your audience with every page.

How to create an effective marketing presentation

Each presentation has its unique recipe for success. Whether it's a strategy, a plan, a branding project, a product pitch, or a performance analysis, they all have little details to look out for.

STRATEGY & PLAN

BRANDING & PRODUCT

PERFORMANCE ANALYSIS

Strategy & plan marketing presentation

To breathe life into your strategy and plan presentation, paint a vision of the future.

Start with a robust situational analysis, highlighting key findings about your market, competition, and audience.

Define SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) marketing objectives that directly link to your strategies.

Present clear and concise strategies, directly aligned with the objectives.

Wrap up with detailed tactics and action plans, using compelling visuals to engage your audience and simplify complex information.

Branding & product presentation

When presenting on branding and product, you're essentially telling a story.

Showcase the personality, values, and unique selling proposition (USP) of your brand.

Introduce your product or service, making it tangible and valuable to your audience.

Utilize customer testimonials, case studies, or live demos to demonstrate the benefits and solve problems.

Make your audience fall in love with your brand and product to create strong brand ambassadors.

Performance analysis presentation

Performance analysis presentations are all about the numbers — but don't let that intimidate you.

Begin with an overview of campaign objectives and strategies used.

Dive into the data, highlighting key metrics and KPIs to analyze performance.

Use clean and clear charts and graphs to visually present the story of the campaign.

Showcase wins and successes, but also discuss areas for improvement as valuable learning opportunities.

Conclude with key takeaways and next steps, demonstrating transparency and setting the stage for ongoing success.

Marketing presentation templates - skip the theory and get to work

If you’re busy managing your marketing team or writing your marketing plan, you’re welcome to skip the theory, just grab a template, and get to work.

Trust that all the marketing presentation templates here apply every insight and tactic I cover in this guide

These templates were built based on what we’ve seen work for our clients again and again, and based on our analysis of over 100,000 reading sessions.

You don’t have to know why they work. They just do. Grab one!

Marketing presentation examples that work

It’s time to see some examples of how marketing presentations are made in practice.

All the examples I bring you here are 100% customizable and you can use them as templates to create your own content.

These examples are modeled after engaging presentations based on our extensive data. They apply content structure and best practices we’ve seen work for high-stakes presentations.

Marketing plan & strategy

This example of a marketing plan presentation gives you a lean and effective structure to present the essence of your plan to your team members and higher-ups.

It cover everything from challenges, target audience, goals, KPIs, game plan, and budget, to milestones.

As Head of Marketing at Storydoc I use this format to launch our activity every new quarter and get everyone onboard.

Marketing plan one-pager

This example is a shorter version of the marketing plan example above. It can be used as a useful recap after presenting the plan in full face-to-face.

It can also be very effective to give decision-makers (internal or external) a quick overview of your plan without overloading them with details.

Marketing agency pitch deck

This marketing presentation example is the go-to for any creative agency or marketing services provider.

It’s a kind of company intro with the essential information about the services you provide, your strategic approach to marketing, and what makes you different.

What makes this marketing presentation so effective is the attention grabing video cover, its commitment to measured results, the case studies it presents to back up the claims, and the clear pricing offer that enables buyers to make an easy educated decision.

Marketing one-pager

We’ve seen this marketing one-pager format work well for agencies and marketing service providers. It’s the minimalistic version of the agency pitch deck I showed earlier.

It works because it gives context fast and communicates value very simply.

It tells your prospect who you are, outlines a major problem they need to address, and explains briefly how you can solve it for them and what the process is going to look like.

It finishes with the benefit the prospect can expect to gain and ends with a strong CTA last slide with a calendar app that lets prospects easily book a meeting.

Early stage marketing proposal

This marketing proposal presentation is used by many of our clients instead of the marketing agency pitch decks. It’s a more baked version, more serious if you like.

This approach works better for big clients that need a more personalized, and detailed pitch.

This example includes concrete data about the prospect’s market, and addresses specifics like the goals you propose, your marketing strategy, tracking and measurement, timeline, and budget.

Late stage marketing proposal

This marketing proposal presentation is used by many of our clients in the later stages of their sales cascade.

Notice that it is personalized to a specific prospect, and addresses them by name.

This example uses dynamic variables from your CRM to pull contact info directly into your presentation, such as the contact’s name, job title, brand colors, personal message, pricing offer, and more.

It includes all the talking items you’ve covered with your prospect which are critical for them to make their buying decision.

And most importantly, the presentation includes an e-signature box that lets the prospect seal the deal then and there.

If you want to have a cozy relationship with media and news outlets then having an attractive and well-organized media kit is pretty important.

It’s used by our clients to take control of how their company is presented in the media.

It’s a basic marketing tool that comes in handy whenever you’re working with other publishers from from newspapers, magazines, or TV, to social media or blogging influencers.

Marketing case study

This marketing case study presentation is a great addition to your prospecting and sales process.

It follows the Challenge-Solution-Results framework that proved to be the most engaging content structure based on our data.

The interactive format grabs the attention of prospects and helps keep them engaged throughout.

Storydoc lets you easily generate an animated GIF you can drop in your prospecting email to catch prospects’ eye and compel them to click the case study link.

Marketing presentation best practices

A winning marketing presentation can make all the difference between a yawn and a standing ovation. But, how do you actually do it?

Craft that perfect blend of content, storytelling, brand message, personalization, and relevancy.. Let’s break it down.

The first 3 slides determine whether people will bounce or read on - make them count.

• Think deeply about your hook
• Use the person's name and company logo in the title
• Prioritize the information that matters most to your audience
• Be very short and to the point

Our data shows that 32% of people bounce from your deck in the first 15 seconds. But more importantly 80% of readers who cross the 3rd slide threshold will read the deck in full.

Imagine you were giving a speech and after 3 minutes a 3rd of the audience just stood up and left the hall. That would feel horrible, wouldn’t it? So why do this to your decks?

What you can do is write a relevant, personalized, and intriguing hook, and place it on slides 1-3 of your deck.

• Make the audience understand that you’re writing FOR THEM , about THEIR NEEDS, but also that you have something amazing up your sleeve.
• A little known trick to get attention is to tell them how long reading your deck will take. Time is their currency, you wouldn’t ask a client for “money” without tellig them how much, would you?
• You should also have a strong visual hook . Use a video, animate d, or interactive cover slide. Make it so they can’t look away.

Here's an example of a video cover that acts as a visual hook:

2. Storytelling

Every great marketing presentation is a story with a beginning, middle, and end.

Hook your audience with a compelling introduction, then build intrigue as you progress, and finish with a memorable conclusion. Ensure your story has a human element — this emotional connection can turn listeners into advocates.

Here’s our recommended storyline structure:

3. Brand messaging

Consistency is key in brand messaging. Your presentation should reflect your brand's voice, values, and visual identity at every turn.

This not only enhances recognition but also builds trust. Remember, a strong brand doesn't just sell a product or service, it sells an experience.

You can do this by pulling your brand colors from the brandbook:

4. Personalization

Make your audience feel special with personalization. Address them by name, incorporate their company logo, or include a heartfelt personal message. Tailor your call-to-action to resonate with them on a personal level.

Our data shows that presentations with personalized notes are 68% more likely to be read in full compared to general presentations.

More impressively, personalized content led to a 41% increase in average reading time , and presentations customized for a specific prospect were shared internally 2.3x more often.

So, sprinkle in that personal touch, and watch engagement explode!

5. Relevancy

Address your target audience's pain points in your value proposition and content. Show them you understand their challenges and you have the solution they've been looking for.

When your audience sees themselves in your presentation, they're more likely to see the value in what you're offering.

6. Interactivity

Including interactive slides in your presentation increases engagement.

Our data shows that presentations with tabs to click through, live data calculators, sliders with case studies, or customer testimonials were scrolled to the bottom 41% more often, leading to a 21% longer average reading time.

• Integrate interactive features like videos, tabs, live graphs and charts, calculators, or sliders
• Use video and animations to illustrate complex ideas
• Avoid text-heavy slides
• Test user interactivity to ensure all the features work

I lead Storydoc's team of marketing gentlemen and women dedicated to eradicating Death-by-PowerPoint wherever it lurks. Our mission is to enable decision-making by removing the affliction of bad content from the inboxes of businesses and individuals worldwide.

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What is a Marketing Plan & How to Write One [+Examples]

Published: December 27, 2023

For a while now, you've been spearheading your organization's content marketing efforts, and your team's performance has convinced management to adopt the content marketing strategies you’ve suggested.

Now, your boss wants you to write and present a content marketing plan, but you‘ve never done something like that before. You don't even know where to start.

Fortunately, we've curated the best content marketing plans to help you write a concrete plan that's rooted in data and produces results. But first, we'll discuss what a marketing plan is and how some of the best marketing plans include strategies that serve their respective businesses.

What is a marketing plan?

A marketing plan is a strategic roadmap that businesses use to organize, execute, and track their marketing strategy over a given period. Marketing plans can include different marketing strategies for various marketing teams across the company, all working toward the same business goals.

The purpose of a marketing plan is to write down strategies in an organized manner. This will help keep you on track and measure the success of your campaigns.

Writing a marketing plan will help you think of each campaign‘s mission, buyer personas, budget, tactics, and deliverables. With all this information in one place, you’ll have an easier time staying on track with a campaign. You'll also discover what works and what doesn't. Thus, measuring the success of your strategy.

Featured Resource: Free Marketing Plan Template

Looking to develop a marketing plan for your business? Click here to download HubSpot's free Marketing Plan Template to get started .

To learn more about how to create your marketing plan, keep reading or jump to the section you’re looking for:

How to Write a Marketing Plan

Types of marketing plans, marketing plan examples, marketing plan faqs, sample marketing plan.

If you're pressed for time or resources, you might not be thinking about a marketing plan. However, a marketing plan is an important part of your business plan.

Marketing Plan vs. Business Plan

A marketing plan is a strategic document that outlines marketing objectives, strategies, and tactics.

A business plan is also a strategic document. But this plan covers all aspects of a company's operations, including finance, operations, and more. It can also help your business decide how to distribute resources and make decisions as your business grows.

I like to think of a marketing plan as a subset of a business plan; it shows how marketing strategies and objectives can support overall business goals.

Keep in mind that there's a difference between a marketing plan and a marketing strategy.

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

• Pre-Sectioned Template
• Completely Customizable
• Example Prompts
• Professionally Designed

You're all set!

Click this link to access this resource at any time.

Marketing Strategy vs. Marketing Plan

A marketing strategy describes how a business will accomplish a particular goal or mission. This includes which campaigns, content, channels, and marketing software they'll use to execute that mission and track its success.

For example, while a greater plan or department might handle social media marketing, you might consider your work on Facebook as an individual marketing strategy.

A marketing plan contains one or more marketing strategies. It's the framework from which all of your marketing strategies are created and helps you connect each strategy back to a larger marketing operation and business goal.

For example, suppose your company is launching a new software product, and it wants customers to sign up. The marketing department needs to develop a marketing plan that'll help introduce this product to the industry and drive the desired signups.

The department decides to launch a blog dedicated to this industry, a new YouTube video series to establish expertise, and an account on Twitter to join the conversation around this subject. All this serves to attract an audience and convert this audience into software users.

To summarize, the business's marketing plan is dedicated to introducing a new software product to the marketplace and driving signups for that product. The business will execute that plan with three marketing strategies : a new industry blog, a YouTube video series, and a Twitter account.

Of course, the business might consider these three things as one giant marketing strategy, each with its specific content strategies. How granular you want your marketing plan to get is up to you. Nonetheless, every marketing plan goes through a particular set of steps in its creation.

Learn what they are below.

• State your business's mission.
• Determine the KPIs for this mission.
• Identify your buyer personas.
• Describe your content initiatives and strategies.
• Clearly define your plan's omissions.
• Define your marketing budget.
• Identify your competition.
• Outline your plan's contributors and their responsibilities.

1. State your business's mission.

Your first step in writing a marketing plan is to state your mission. Although this mission is specific to your marketing department, it should serve your business‘s main mission statement.

From my experience, you want to be specific, but not too specific. You have plenty of space left in this marketing plan to elaborate on how you'll acquire new customers and accomplish this mission.

Need help building your mission statement? Download this guide for examples and templates and write the ideal mission statement.

2. Determine the KPIs for this mission.

Every good marketing plan describes how the department will track its mission‘s progress. To do so, you need to decide on your key performance indicators (KPIs) .

KPIs are individual metrics that measure the various elements of a marketing campaign. These units help you establish short-term goals within your mission and communicate your progress to business leaders.

Let's take our example of a marketing mission from the above step. If part of our mission is “to attract an audience of travelers,” we might track website visits using organic page views. In this case, “organic page views” is one KPI, and we can see our number of page views grow over time.

These KPIs will come into the conversation again in step 4.

3. Identify your buyer personas.

A buyer persona is a description of who you want to attract. This can include age, sex, location, family size, and job title. Each buyer persona should directly reflect your business's current and potential customers. So, all business leaders must agree on your buyer personas.

Create your buyer personas with this free guide and set of buyer persona templates.

4. Describe your content initiatives and strategies.

Here's where you'll include the main points of your marketing and content strategy. Because there's a laundry list of content types and channels available to you today, you must choose wisely and explain how you'll use your content and channels in this section of your marketing plan.

When I write this section , I like to stipulate:

• Which types of content I'll create. These might include blog posts, YouTube videos, infographics, and ebooks.
• How much of it I'll create. I typically describe content volume in daily, weekly, monthly, or even quarterly intervals. It all depends on my workflow and the short-term goals for my content.
• The goals (and KPIs) I'll use to track each type. KPIs can include organic traffic, social media traffic, email traffic, and referral traffic. Your goals should also include which pages you want to drive that traffic to, such as product pages, blog pages, or landing pages.
• The channels on which I'll distribute my content. Popular channels include Facebook, Twitter, LinkedIn, YouTube, Pinterest, and Instagram.
• Any paid advertising that will take place on these channels.

Build out your marketing plan with this free template.

Fill out this form to access the template., 5. clearly define your plan's omissions..

A marketing plan explains the marketing team's focus. It also explains what the marketing team will not focus on.

If there are other aspects of your business that you aren't serving in this particular plan, include them in this section. These omissions help to justify your mission, buyer personas, KPIs, and content. You can’t please everyone in a single marketing campaign, and if your team isn't on the hook for something, you need to make it known.

In my experience, this section is particularly important for stakeholders to help them understand why certain decisions were made.

6. Define your marketing budget.

Whether it's freelance fees, sponsorships, or a new full-time marketing hire, use these costs to develop a marketing budget and outline each expense in this section of your marketing plan.

You can establish your marketing budget with this kit of 8 free marketing budget templates .

7. Identify your competition.

Part of marketing is knowing whom you're marketing against. Research the key players in your industry and consider profiling each one.

Keep in mind not every competitor will pose the same challenges to your business. For example, while one competitor might be ranking highly on search engines for keywords you want your website to rank for, another competitor might have a heavy footprint on a social network where you plan to launch an account.

Easily track and analyze your competitors with this collection of ten free competitive analysis templates .

8. Outline your plan's contributors and their responsibilities.

With your marketing plan fully fleshed out, it's time to explain who’s doing what. I don't like to delve too deeply into my employees’ day-to-day projects, but I know which teams and team leaders are in charge of specific content types, channels, KPIs, and more.

Now that you know why you need to build an effective marketing plan, it’s time to get to work. Starting a plan from scratch can be overwhelming if you haven't done it before. That’s why there are many helpful resources that can support your first steps. We’ll share some of the best guides and templates that can help you build effective results-driven plans for your marketing strategies.

Ready to make your own marketing plan? Get started using this free template.

Depending on the company you work with, you might want to create various marketing plans. We compiled different samples to suit your needs:

1. Quarterly or Annual Marketing Plans

These plans highlight the strategies or campaigns you'll take on in a certain period.

Forbes published a marketing plan template that has amassed almost 4 million views. To help you sculpt a marketing roadmap with true vision, their template will teach you how to fill out the 15 key sections of a marketing plan, which are:

• Executive Summary
• Target Customers
• Unique Selling Proposition
• Pricing & Positioning Strategy
• Distribution Plan
• Your Offers
• Marketing Materials
• Promotions Strategy
• Online Marketing Strategy
• Conversion Strategy
• Joint Ventures & Partnerships
• Referral Strategy
• Strategy for Increasing Transaction Prices
• Retention Strategy
• Financial Projections

If you're truly lost on where to start with a marketing plan, I highly recommend using this guide to help you define your target audience, figure out how to reach them, and ensure that audience becomes loyal customers.

2. Social Media Marketing Plan

This type of plan highlights the channels, tactics, and campaigns you intend to accomplish specifically on social media. A specific subtype is a paid marketing plan, which highlights paid strategies, such as native advertising, PPC, or paid social media promotions.

Shane Snow's Marketing Plan for His Book Dream Team is a great example of a social media marketing plan:

When Shane Snow started promoting his new book, "Dream Team," he knew he had to leverage a data-driven content strategy framework. So, he chose his favorite one: the content strategy waterfall. The content strategy waterfall is defined by Economic Times as a model used to create a system with a linear and sequential approach.

Snow wrote a blog post about how the waterfall‘s content strategy helped him launch his new book successfully. After reading it, you can use his tactics to inform your own marketing plan. More specifically, you’ll learn how he:

• Applied his business objectives to decide which marketing metrics to track.
• Used his ultimate business goal of earning $200,000 in sales or 10,000 purchases to estimate the conversion rate of each stage of his funnel.
• Created buyer personas to figure out which channels his audience would prefer to consume his content.
• Used his average post view on each of his marketing channels to estimate how much content he had to create and how often he had to post on social media.
• Calculated how much earned and paid media could cut down the amount of content he had to create and post.
• Designed his process and workflow, built his team, and assigned members to tasks.
• Analyzed content performance metrics to refine his overall content strategy.

I use Snow's marketing plan to think more creatively about my content promotion and distribution plan. I like that it's linear and builds on the step before it, creating an air-tight strategy that doesn't leave any details out.

3. Content Marketing Plan

This plan could highlight different strategies, tactics, and campaigns in which you'll use content to promote your business or product.

HubSpot's Comprehensive Guide for Content Marketing Strategy is a strong example of a content marketing plan:

At HubSpot, we‘ve built our marketing team from two business school graduates working from a coffee table to a powerhouse of hundreds of employees. Along the way, we’ve learned countless lessons that shaped our current content marketing strategy. So, we decided to illustrate our insights in a blog post to teach marketers how to develop a successful content marketing strategy, regardless of their team's size.

In this comprehensive guide for modern marketers, you'll learn:

• What exactly content marketing is.
• Why your business needs a content marketing strategy.
• Who should lead your content marketing efforts?
• How to structure your content marketing team based on your company's size.
• How to hire the right people for each role on your team.
• What marketing tools and technology you'll need to succeed.
• What type of content your team should create, and which employees should be responsible for creating them.
• The importance of distributing your content through search engines, social media, email, and paid ads.
• And finally, the recommended metrics each of your teams should measure and report to optimize your content marketing program.

This is a fantastic resource for content teams of any size — whether you're a team of one or 100. It includes how to hire and structure a content marketing team, what marketing tools you'll need, what type of content you should create, and even recommends what metrics to track for analyzing campaigns. If you're aiming to establish or boost your online presence, leveraging tools like HubSpot's drag-and-drop website builder can be extremely beneficial. It helps you create a captivating digital footprint that sets the foundation for your content marketing endeavors.

4. New Product Launch Marketing Plan

This will be a roadmap for the strategies and tactics you‘ll implement to promote a new product. And if you’re searching for an example, look no further than Chief Outsiders' Go-To-Market Plan for a New Product :

After reading this plan, you'll learn how to:

• Validate a product
• Write strategic objectives
• Identify your market
• Compile a competitive landscape
• Create a value proposition for a new product
• Consider sales and service in your marketing plan

If you're looking for a marketing plan for a new product, the Chief Outsiders template is a great place to start. Marketing plans for a new product will be more specific because they target one product versus its entire marketing strategy.

5. Growth Marketing Plan

Growth marketing plans use experimentation and data to drive results, like we see in Venture Harbour’s Growth Marketing Plan Template :

Venture Harbour's growth marketing plan is a data-driven and experiment-led alternative to the more traditional marketing plan. Their template has five steps intended for refinement with every test-measure-learn cycle. The five steps are:

• Experiments

I recommend this plan if you want to experiment with different platforms and campaigns. Experimentation always feels risky and unfamiliar, but this plan creates a framework for accountability and strategy.

• Louisville Tourism
• University of Illinois Urbana-Champaign
• Visit Oxnard
• Safe Haven Family Shelter
• Wright County Economic Development
• The Cultural Council of Palm Beach County
• Cabarrus County Convention and Visitors Bureau
• Visit Billings

1. Louisville Tourism

It also divides its target market into growth and seed categories to allow for more focused strategies. For example, the plan recognizes Millennials in Chicago, Atlanta, and Nashville as the core of it's growth market, whereas people in Boston, Austin, and New York represent seed markets where potential growth opportunities exist. Then, the plan outlines objectives and tactics for reaching each market.

Why This Marketing Plan Works

• The plan starts with a letter from the President & CEO of the company, who sets the stage for the plan by providing a high-level preview of the incoming developments for Louisville's tourism industry
• The focus on Louisville as "Bourbon City" effectively leverages its unique cultural and culinary attributes to present a strong brand
• Incorporates a variety of data points from Google Analytics, Arrivalist, and visitor profiles to to define their target audience with a data-informed approach

2. University of Illinois Urbana-Champaign

For example, students who become prospects as freshman and sophomore will receive emails that focus on getting the most out of high school and college prep classes. Once these students become juniors and seniors — thus entering the consideration stage — the emails will focus more on the college application process and other exploratory content.

• The plan incorporates competitive analysis, evaluation surveys, and other research to determine the makeup of its target audience
• The plan lists each marketing program (e.g., direct mail, social media, email etc.) and supplements it with examples on the next page
• Each marketing program has its own objectives, tactics, and KPIs for measuring success

3. Visit Oxnard

This marketing plan by Visit Oxnard, a convention and visitors bureau, is packed with all the information one needs in a marketing plan: target markets, key performance indicators, selling points, personas, marketing tactics by channel, and much more.

It also articulates the organization’s strategic plans for the upcoming fiscal year, especially as it grapples with the aftereffects of the pandemic. Lastly, it has impeccable visual appeal, with color-coded sections and strong branding elements.

• States clear and actionable goals for the coming year
• Includes data and other research that shows how their team made their decisions
• Outlines how the team will measure the success of their plan

4. Safe Haven Family Shelter

This marketing plan by a nonprofit organization is an excellent example to follow if your plan will be presented to internal stakeholders at all levels of your organization. It includes SMART marketing goals , deadlines, action steps, long-term objectives, target audiences, core marketing messages , and metrics.

The plan is detailed, yet scannable. By the end of it, one can walk away with a strong understanding of the organization’s strategic direction for its upcoming marketing efforts.

• Confirms ongoing marketing strategies and objectives while introducing new initiatives
• Uses colors, fonts, and formatting to emphasize key parts of the plan
• Closes with long-term goals, key themes, and other overarching topics to set the stage for the future

5. Wright County Economic Development

Wright County Economic Development’s plan drew our attention because of its simplicity, making it good inspiration for those who’d like to outline their plan in broad strokes without frills or filler.

It includes key information such as marketing partners, goals, initiatives, and costs. The sections are easy to scan and contain plenty of information for those who’d like to dig into the details. Most important, it includes a detailed breakdown of projected costs per marketing initiative — which is critical information to include for upper-level managers and other stakeholders.

• Begins with a quick paragraph stating why the recommended changes are important
• Uses clear graphics and bullet points to emphasize key points
• Includes specific budget data to support decision-making

6. The Cultural Council of Palm Beach County

This marketing plan presentation by a cultural council is a great example of how to effectively use data in your plan, address audiences who are new to the industry, and offer extensive detail into specific marketing strategies.

For instance, an entire slide is dedicated to the county’s cultural tourism trends, and at the beginning of the presentation, the organization explains what an arts and culture agency is in the first place.

That’s a critical piece of information to include for those who might not know. If you’re addressing audiences outside your industry, consider defining terms at the beginning, like this organization did.

• Uses quality design and images to support the goals and priorities in the text
• Separate pages for each big idea or new strategy
• Includes sections for awards and accomplishments to show how the marketing plan supports wider business goals
• Defines strategies and tactics for each channel for easy skimming

7. Cabarrus County Convention & Visitors Bureau

Cabarrus County’s convention and visitors bureau takes a slightly different approach with its marketing plan, formatting it like a magazine for stakeholders to flip through. It offers information on the county’s target audience, channels, goals, KPIs, and public relations strategies and initiatives.

We especially love that the plan includes contact information for the bureau’s staff members, so that it’s easy for stakeholders to contact the appropriate person for a specific query.

• Uses infographics to expand on specific concepts, like how visitors benefit a community
• Highlights the team members responsible for each initiative with a photo to emphasize accountability and community
• Closes with an event calendar for transparency into key dates for events

8. Visit Billings

Visit Billing’s comprehensive marketing plan is like Cabarrus County’s in that it follows a magazine format. With sections for each planned strategy, it offers a wealth of information and depth for internal stakeholders and potential investors.

We especially love its content strategy section, where it details the organization’s prior efforts and current objectives for each content platform.

At the end, it includes strategic goals and budgets — a good move to imitate if your primary audience would not need this information highlighted at the forefront.

• Includes a section on the buyer journey, which offers clarity on the reasoning for marketing plan decisions
• Design includes call-outs for special topics that could impact the marketing audience, such as safety concerns or "staycations"
• Clear headings make it easy to scan this comprehensive report and make note of sections a reader may want to return to for more detail

What is a typical marketing plan?

In my experience, most marketing plans outline the following aspects of a business's marketing:

• Target audience

Each marketing plan should include one or more goals, the path your team will take to meet those goals, and how you plan to measure success.

For example, if I were a tech startup that's launching a new mobile app, my marketing plan would include:

• Target audience or buyer personas for the app
• Outline of how app features meet audience needs
• Competitive analysis
• Goals for conversion funnel and user acquisition
• Marketing strategies and tactics for user acquisition

Featured resource : Free Marketing Plan Template

What should a good marketing plan include?

A good marketing plan will create a clear roadmap for your unique marketing team. This means that the best marketing plan for your business will be distinct to your team and business needs.

That said, most marketing plans will include sections for one or more of the following:

• Clear analysis of the target market
• A detailed description of the product or service
• Strategic marketing mix details (such as product, price, place, promotion)
• Measurable goals with defined timelines

This can help you build the best marketing plan for your business.

A good marketing plan should also include a product or service's unique value proposition, a comprehensive marketing strategy including online and offline channels, and a defined budget.

Featured resource : Value Proposition Templates

What are the most important parts of a marketing plan?

When you‘re planning a road trip, you need a map to help define your route, step-by-step directions, and an estimate of the time it will take to get to your destination. It’s literally how you get there that matters.

Like a road map, a marketing plan is only useful if it helps you get to where you want to go. So, no one part is more than the other.

That said, you can use the list below to make sure that you've added or at least considered each of the following in your marketing plan:

• Marketing goals
• Executive summary
• Target market analysis
• Marketing strategies

What questions should I ask when making a marketing plan?

Questions are a useful tool for when you‘re stuck or want to make sure you’ve included important details.

Try using one or more of these questions as a starting point when you create your marketing plan:

• Who is my target audience?
• What are their needs, motivations, and pain points?
• How does our product or service solve their problems?
• How will I reach and engage them?
• Who are my competitors? Are they direct or indirect competitors?
• What are the unique selling points of my product or service?
• What marketing channels are best for the brand?
• What is our budget and timeline?
• How will I measure the success of marketing efforts?

How much does a marketing plan cost?

Creating a marketing plan is mostly free. But the cost of executing a marketing plan will depend on your specific plan.

Marketing plan costs vary by business, industry, and plan scope. Whether your team handles marketing in-house or hires external consultants can also make a difference. Total costs can range from a few thousand dollars to tens of thousands. This is why most marketing plans will include a budget.

Featured resource : Free Marketing Budget Templates

What is a marketing plan template?

A marketing plan template is a pre-designed structure or framework that helps you outline your marketing plan.

It offers a starting point that you can customize for your specific business needs and goals. For example, our template includes easy-to-edit sections for:

• Business summary
• Business initiatives
• Target market
• Market strategy
• Marketing channels
• Marketing technology

Let’s create a sample plan together, step by step.

Follow along with HubSpot's free Marketing Plan Template .

1. Create an overview or primary objective.

Our business mission is to provide [service, product, solution] to help [audience] reach their [financial, educational, business related] goals without compromising their [your audience’s valuable asset: free time, mental health, budget, etc.]. We want to improve our social media presence while nurturing our relationships with collaborators and clients.

For example, if I wanted to focus on social media growth, my KPIs might look like this:

We want to achieve a minimum of [followers] with an engagement rate of [X] on [social media platform].

The goal is to achieve an increase of [Y] on recurring clients and new meaningful connections outside the platform by the end of the year.

Use the following categories to create a target audience for your campaign.

• Profession:
• Background:
• Pain points:
• Social media platforms that they use:
• Streaming platforms that they prefer:

For more useful strategies, consider creating a buyer persona in our Make My Persona tool .

Our content pillars will be: [X, Y, Z].

Content pillars should be based on topics your audience needs to know. If your ideal clients are female entrepreneurs, then your content pillars can be: marketing, being a woman in business, remote working, and productivity hacks for entrepreneurs.

Then, determine any omissions.

This marketing plan won’t be focusing on the following areas of improvement: [A, B, C].

5. Define your marketing budget.

Our marketing strategy will use a total of [Y] monthly. This will include anything from freelance collaborations to advertising.

6. Identify your competitors.

I like to work through the following questions to clearly indicate who my competitors are:

• Which platforms do they use the most?
• How does their branding differentiate?
• How do they talk to their audiences?
• What valuable assets do customers talk about? And if they are receiving any negative feedback, what is it about?

7. Outline your plan's contributors and their responsibilities.

Create responsible parties for each portion of the plan.

Marketing will manage the content plan, implementation, and community interaction to reach the KPIs.

• Social media manager: [hours per week dedicated to the project, responsibilities, team communication requirements, expectations]
• Content strategist: [hours per week dedicated to the project, responsibilities, team communication requirements, expectations]
• Community manager: [hours per week dedicated to the project, responsibilities, team communication requirements, expectations]

Sales will follow the line of the marketing work while creating and implementing an outreach strategy.

• Sales strategists: [hours per week dedicated to the project, responsibilities, team communication requirements, expectations]
• Sales executives: [hours per week dedicated to the project, responsibilities, team communication requirements, expectations]

Customer Service will nurture clients’ relationships to ensure that they have what they want. [Hours per week dedicated to the project, responsibilities, team communication requirements, expectations].

Project Managers will track the progress and team communication during the project. [Hours per week dedicated to the project, responsibilities, team communication requirements, expectations].

Get started on your marketing plan.

These marketing plans serve as initial resources to get your content marketing plan started. But, to truly deliver what your audience wants and needs, you'll likely need to test some different ideas out, measure their success, and then refine your goals as you go.

Editor's Note: This post was originally published in April 2019, but was updated for comprehensiveness. This article was written by a human, but our team uses AI in our editorial process. Check out our full disclosure t o learn more about how we use AI.

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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 .

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

9 marketing plan examples to inspire your growth strategy

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 the performance of the strategy

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 create a marketing plan that provides an overview of a company’s entire marketing strategy or simply focus on a specific channel like SEO, social media marketing, content marketing and more, like in this example:

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 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.

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 content 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:

Marketing plan v.s 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.

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

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:

1. Free marketing plan template

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. Pastel social media marketing campaign template

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 strategy template

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 fact sheet template

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.

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:

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Module 15: Marketing Plan

Assignment: marketing plan presentation.

Step 1:  To view this assignment, click on  Assignment: Marketing Plan Presentation.

Step 2:  Follow the instructions in the assignment and submit your completed assignment into the LMS.

• Optional Assignment: Marketing Plan Presentation. Provided by : Lumen Learning. License : CC BY: Attribution

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Marketing Plan Assignment

Course Number: BU352

Welcome to Laurier Library's Marketing Plan Assignment course guide for BU 352. This guide provides information sources to help you research and analyze each section of the Marketing Plan assignment: Market Trend Analysis, Environmental Analysis, Competitive Analysis, Segmentation Analysis and Consumer Buying Behaviour, and Financial Analysis. You may also want to visit the Business subject guide for additional resources that will help you develop your Marketing Plan and research your new product or service. You can find links to helpful video tutorials to the right under Key links.

Use the links below to navigate to the different sections of this guide.

Market trend research

Environmental scanning research, competitive analysis research, segmentation analysis and consumer buying behaviour research, financial research, additional marketing resources, advanced guides for multiple industries, citing your sources, key resources for finding information on market trends, key industry databases.

• ABI/Inform Complete

Locate industry reports, market reports, and articles. Enter the industry or market in the search box or search by NAICS code (found under the "More search options" heading). Narrow your results by source type/ document type/ location and/or publication date.

Industry reports that include an industry outlook, an overview of the competitive landscape and key statistics. Search by keyword and limit to geography: Canada or U.S.

Includes industry research and analysis, including Market Overviews. Learn how to conduct industry research using Marketline from this video tutorial .

Contains market research data, i.e. information on consumer lifestyles and market size.

• S&P NetAdvantage

Comprised of detailed surveys for over 50 U.S. industries. Coverage includes industry trends and a guide to analyzing companies in each industry. To access> Click on the "Industries" tab at the top of the screen and select your industry from the drop down menu or use the drop down menu under "Quick Links – Recently Updated Industry Surveys" from the main page.

• CIRC’s Associations Canada

Canada's Information Resource Centre (CIRC) provides a listing of Canadian Associations. Associations can provide detailed information on their respective industry. N.B. Be sure to uncheck all databases, with the exception of Associations Canada.

Article databases

• ABI/Inform Trade & Industry

Contains trade and industry articles covering market trends, products, and companies

• CBCA Complete

Includes articles from Canadian journals, magazines, and news resources

• Business Source Complete

Provides business articles, case studies, industry reports, and market research data

Global database of newspaper and other popular articles, excellent resources for consumer information and market trends.

Key websites

Contains Canadian industry statistics

Key resources for finding information on environmental factors

Key databases.

Locate industry reports, market reports, and articles that discuss external factors impacting your product or service. Enter the industry or market in the search box or search by NAICS code (found under the "More search options" heading). Narrow your results by source type/ document type/ location and/or publication date.

Provides industry research and analysis, including Five Forces Analyses. Learn how to conduct industry research using Marketline from this video tutorial .

Contains expert analysis on factors impacting markets, including social and demographic trends.

Comprised of detailed surveys for over 50 U.S. industries. Coverage includes current market environment. To access> Click on the "Industries" tab at the top of the screen and select your industry from the drop down menu or use the drop down menu under "Quick Links – Recently Updated Industry Surveys" from the main page.

• Thomson One Investext

Includes SWOT analysis and industry research reports. Go to "Screening & Analysis"> "Research"> "Research Search" > search by SIC, NAICS or text. N.B. Be sure to change the report date to a longer period than the 90 day default range so as to retrieve a good selection of reports. **You must use Internet Explorer for full functionality of the database. Learn how to use Thomson One to find industry analyst reports from this video tutorial .

Canada's Information Resource Centre (CIRC) provides a listing of Canadian Associations. Associations can provide detailed information on their respective industry such as current market forces. N.B. Be sure to uncheck all databases, with the exception of Associations Canada.

Consult a Canadian company’s annual report for environmental factors affecting its respective market

Review annual reports of a U.S. company for environmental factors affecting its particular market

Key resources for finding competitive intelligence and market share information

Includes information on brand competition, market sizes, company shares, brand shares, etc.

• LexisNexis Academic

Allows the creation of a company list to compare companies operating in the same industry by specific industry classification codes. Above the search box, click "Search by Subject or Topic" > Click "Dossier(Company, Executive, & Industry)" > Select the "Create a Company List" tab> Enter SIC or NAICS Code(s) and any other criteria> Once search options are chosen, hit the "Create" button. Click "Customize" to customize the list. For step-by-step instructions, view the video tutorial Build a Company List .

Contains industry reports that discuss competitors, market share, and Porter’s Five Forces analysis, i.e. degree of rivalry and new entrants. Learn how to use Marketline to find Five Forces analysis from this video tutorial .

• Market Share Reporter

Provides comparative market share information.

Includes industry reports with emphasis on an industry’s competitive landscape. Go to "Screening & Analysis"> "Research"> "Research Search" > search by SIC, NAICS or text. N.B. Be sure to change the report date to a longer period than the 90 day default range to retrieve a good selection of reports. **You must use Internet Explorer for full functionality of the database. Learn how to use Thomson One to find industry analyst reports from this video tutorial .

Provides business articles, industry reports, and market research data

• Industry Canada

Provides Canadian industry reports and government publications on key sectors

Key resources for finding information on a market segment and consumer buying behaviour

Contains industry reports that discuss Porter’s Five Forces analysis, i.e. buyer power. Learn how to use Marketline to find Five Forces analysis from this video tutorial .

Contains market research data, i.e. information on consumer spending patterns and market size

Includes industry reports with emphasis on consumer spending. Go to "Screening & Analysis"> "Research"> "Research Search" > search by SIC, NAICS or text. N.B. Be sure to change the report date to a longer period than the 90 day default range to retrieve a good selection of reports. **You must use Internet Explorer for full functionality of the database. Learn how to use Thomson One to find industry analyst reports from this video tutorial .

Contains trade and industry articles covering market and product trends, consumer behaviour, and company information.

Provides business articles, industry reports, and market research information, including consumer buying trends.

• Census of Canada

Locate Census profiles for specific geographical (market) areas, i.e. City of Toronto, Toronto Census Metropolitan Area (CMA), Province of Ontario, etc.

• National Household Survey (NHS)

Find NHS Profiles that include data on topics such as Income, Occupation, and Education for specific Canadian geographical areas.

Provides Canadian socio-economic data such as neighbourhood income and demographics as well as population estimates.

• Survey of Household Spending (SHS) via <odesi>

Provides data on expenditures such as household spending on food expenditures (Table 203-0028), as well as household equipment (Table 203-0027, Table 203-0031).

For access: Select "Browse" link at top right. In new window, select "Consumer Surveys" at top left. Expand "Canada" and then expand "Survey of Household Spending (SHS)". Choose most recent year and then the title. Click "Metadata" then "Study Description" through to "Data Access" then click "Access Data here" (right pane). Or select CANSIM table: Survey of Household Spending - 3508

Key resources for finding financial information

Contains sales data and statistics (historical, current, and forecasts) for a variety of different products and services.

• Mergent Online

Provides annual reports and company financials - i.e. income statements, cash flow statements. Run a company search> Select the "Company Financials" tab> From the drop-down menu, select "Balance Sheet", "Income Statement", "Retained Earnings", "Cash Flow" or "All Sections"> Click "Refresh". Adjust date range if needed. Also see "Business Segments" under "Company Details" for possible financial results for subsidiaries. The data can also be downloaded into an Excel format. Learn how to find company financials using Mergent Online from this video tutorial .

Includes financial information on public companies, such as balance sheets and cash flow. Select "Companies/Markets"> "Company" > and enter a company name or symbol. Select "Financial Results" to choose various financial statements for the company in question.

Comprised of detailed surveys for over 50 U.S. industries. Coverage includes a financial review of an industry-specific company, i.e. income statement analysis of a broadcast/cable company. To access, click on the "Industries" tab at the top of the screen and select your industry from the drop down menu or use the drop down menu under "Quick Links – Recently Updated Industry Surveys" from the main page.

Contains financial analysis, forecasts, and filings. Use the "Company Views" tab to access estimates, filings, and price charts. Or go to "Screening & Analysis"> "Research"> "Research Search" > search by SIC, NAICS or text to find analyst reports. N.B. Be sure to change the report date to a longer period than the 90 day default range to retrieve a good selection of reports. ** You must use Internet Explorer for full functionality of the database. Learn how to use Thomson One to find analyst reports from this video tutorial .

Review annual reports of Canadian companies for financial statements.

Review annual reports of U.S. companies for financial statements.

• GoogleFinance

This website provides a broad range of information about stocks, public and private companies, including quotes, charts and estimates analysis. Search and display your company> scroll down and click on "More from Reuters" in the middle of the screen> click on the "Financials" tab at the top of the screen.

• YahooFinance

Current and historical company information for companies listed on the major US and Canadian stock exchanges. Includes stock data, charting capabilities, performance, financial ratios (including beta), and comparable companies.

• Market Research World

A UK based online portal that offers a number of online resources including reports and articles related to market research. Includes global coverage but with a strong emphasis on Europe. To locate market research articles and reports see the menu and select “Market Research Findings”, “Library of Research Articles”, or “Market Research News”.

Nielsen is a global information and measurement company that provides market research related reports. Coverage includes over 100 countries. When searching for relevant reports select “Insights” from up-top and then use the tool-bar on the left to narrow your results. Alternatively, you can enter in keywords into the search bar located at the top-right to locate relevant results. Most reports are available for free immediately, while others can be requested free of charge.

• Canada Business Network (Canadian Federal Government)

Provides information on key marketing concepts, including a section on how to develop a marketing plan.

• BU 352 - Market Research Resources - Landscaping & Gardening
• BU 352 - Market Research Resources - Home Improvement
• BU 352 - Market Research Resources - Information Technology
• BU 352 - Market Research Resources - Smartphones
• BU 352 - Market Research Resources - Toys
• BU 352 - Market Research Resources - Beverages
• BU 352 - Market Research Resources - Beer and Liquor
• BU 352 - Market Research Resources - Watches
• BU 352 - Market Research Resources - Pet Products
• BU 352 - Market Research Resources - Beauty
• BU 352 - Market Research Resources - Insurance
• Laurier Library: Citation Styles

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15.4: Assignment- Marketing Plan Presentation

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Instructors may structure this assignment in a variety of ways:

• Individual presentations. Student prepare and deliver PowerPoint presentations for their own marketing plans. The instructor determines length of time and presentation format (in person vs. virtual, live vs. recorded) depending on the course modality and time available.
• Group presentations. Each group selects one marketing plan to present. They work together on refining the marketing plan, creating and delivering ta PowerPoint presentation together. The instructor determines length of time and presentation format (in person vs. virtual, live vs. recorded) depending on the course modality and time available.
• Slide preparation only. Students prepare PowerPoint slides to accompany their marketing plans. Use this option only if it really isn’t feasible to have students deliver presentations.

Given the variation in how this assignment might be structured, we haven’t created sample student instructions. Instructions should point students to the reading about presenting marketing plans, in the “Marketing Plan” module. It contains guidance about creating and delivering business presentations.

Sample Grading Rubric: Marketing Plan Presentation

Total points possible for Marketing Plan Presentation: 50 pts.

Contributors and Attributions

• Optional Assignment: Marketing Plan Presentation. Provided by : Lumen Learning. License : CC BY: Attribution