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Easy Step-by-Step Guide to the Marketing Planning Process


An effective marketing planning process ensures your efforts are focused, your objectives are clear, and your campaigns are both creative and results-driven. It acts as a roadmap that keeps your marketing activities on track.

In this guide, we will walk you through the marketing planning process, breaking down its steps, highlighting its benefits with templates for practical use and showing you how to create a well-coordinated, strategic marketing plan.

What is a Marketing Planning Process?

Marketing planning process steps, benefits of a marketing planning process, who are involved in the marketing planning process, when to use the marketing planning process, how to improve your marketing planning process using creately.

The marketing planning process is a systematic series of steps that businesses and marketing teams follow to create a strategic plan for their marketing activities.

This process involves setting clear objectives, analyzing the market and competition, defining target audiences, selecting marketing strategies and tactics, creating a budget, and establishing timelines for execution. It makes sure that marketing efforts are well-organized, goal-oriented, and aligned with the company’s overall business objectives.

Regular assessment and adjustments are also part of the process to maximize the effectiveness of marketing campaigns.

What is a Marketing Plan

Here’s how to create a marketing plan with 6 effective steps .

Marketing planning toolkit

The marketing planning toolkit is a complete collection of tools, templates, and resources that you can use to streamline and improve your marketing planning processes. It serves as a centralized hub for essential materials that help with the development, execution, and evaluation of marketing strategies. This toolkit is designed to simplify planning, collaboration, and analysis, catering to the diverse needs of marketing teams.

  • Ready to use
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The marketing planning process typically involves several key steps, which are as follows:

Set clear objectives

Start by defining specific and measurable marketing objectives. These objectives should align with the broader business goals and provide a clear direction for your marketing efforts.

Know your Market

Conduct a thorough analysis of the market, including an analysis of your competition , industry trends, and customer behavior. Understanding the market landscape is essential for crafting effective strategies.

Identify your target audience

Define your ideal customers or target audience segments. Understand their demographics, preferences, and pain points to tailor your marketing efforts accordingly.

Learn how to find your idea customer with our guide on target audience analysis .

Develop your strategy

Identify the overarching marketing strategies that will help you achieve your objectives. This may include product positioning, pricing strategies, distribution channels, and promotional tactics.

Create a detailed action plan that outlines the specific marketing activities and campaigns you’ll implement. This step should include timelines, budgets, and responsibilities for each task.

Allocate a budget

Allocate financial resources to various marketing activities in a way that ensures cost-effectiveness and supports the achievement of objectives.

Implement your plan

Execute the planned marketing activities, such as content creation, advertising, social media campaigns, and more. Make sure that these activities are aligned with the strategy and tactics outlined in the plan.

Monitor and measure results

Continuously track and measure the performance of your marketing efforts. Use key performance indicators (KPIs) and metrics to evaluate the success of your campaigns.

Adjust and optimize

Based on the data and insights gathered from monitoring, be prepared to make necessary adjustments to your marketing strategies and tactics to improve performance and better achieve your objectives.

An effective marketing planning process offers several key benefits to businesses and marketing professionals, such as:

Clarity and focus : An effective marketing planning process gives a clear purpose and direction for marketing efforts making sure that everyone involved understands what is expected of them.

Alignment with business objectives : Marketing plans are designed to align closely with the broader business goals, making sure that marketing efforts contribute directly to the company’s success.

Efficient resource allocation : It helps in allocating resources, such as time and budget, more efficiently, reducing the risk of wasted efforts or overspending on ineffective strategies.

Risk mitigation : By conducting market research and careful planning, it minimizes the risk of investing in campaigns or strategies that may not resonate with the target audience or market conditions.

Measurable results : Marketing plans include clear objectives and metrics for success, making it easier to measure the impact of marketing activities and make data-driven decisions.

Consistency and coherence : It helps make sure that marketing efforts are consistent across various channels and messages, creating a unified brand image.

Increased collaboration : The planning process involves various team members and stakeholders, fostering collaboration and ensuring that everyone is on the same page.

Competitive advantage : A well-planned marketing strategy can give a business a competitive edge by identifying and capitalizing on unique selling points and market opportunities.

The marketing planning process typically involves various individuals and roles within an organization.

  • Marketing team : Responsible for developing and executing marketing strategies.
  • Senior management : Provides guidance and approval for the overall marketing strategy.
  • Sales team : Collaborates to ensure alignment with sales objectives.
  • Product managers : Offer insights into product positioning.
  • Market research analysts : Provide data-driven insights.
  • Creative teams : Contribute to content and materials.
  • Finance department : Manages budget and resource allocation.
  • External agencies : Collaborate on strategy and execution.
  • Legal and compliance teams : Ensure adherence to regulations.
  • IT and technology teams : Implement marketing technology.
  • Customer service and support : Offer customer feedback insights.
  • Suppliers and partners : Involved in collaborations or partnerships.

The marketing planning process is essential whenever a business wants to introduce a new product, expand its market reach, rebrand, or improve its competitive position. It’s also crucial during times of significant change, such as mergers, market shifts, or when there’s a need to address declining sales.

Moreover, it’s beneficial for startups looking to establish a market presence or for established companies aiming to refresh their strategies. Essentially, whenever there’s a need for a clear, structured approach to achieve marketing goals or when there’s uncertainty in the market, the marketing planning process becomes an invaluable tool for guiding successful marketing initiatives.

Creately serves as a versatile, collaborative space where marketing professionals can visually brainstorm, plan, and execute their marketing strategies efficiently, making the marketing planning process more dynamic and accessible.

Visual workspaces

Start by setting up a virtual workspace on Creately. Create boards that represent different aspects of your marketing plan, such as market analysis, user personas, objectives, strategies, and tactics.

Collaborative brainstorming

Invite your marketing team to the workspace and encourage them to brainstorm ideas visually . Use digital sticky notes, brainstorming templates from the in-app templates library, and text to capture insights, objectives, and strategies. This collaborative approach allows for a diverse range of ideas.

Market research

Embed market research findings, competitor analyses, and relevant data into your workspace. Or attach documents, reports, etc. under the notes section of relevant shapes. This provides a shared resource for the team to reference during planning.

Visual mapping

Use Creately’s visual mapping tools to outline the customer journey, sales funnel, or any visual representation that helps convey your strategies and tactics more effectively. Additionally you can also find templates for these from the in-app template library or the templates community on the site.

Task assignment

Assign tasks and responsibilities with shape data. You can use Kanban boards and task cards to create tasks and assign them to team members and track their progress.

Real-time collaboration

Creately allows real-time collaboration with real-time multi-user editing, comments, Microsoft Teams integration, etc. so team members can work together, even remotely. It’s perfect for cross-functional teams working on marketing planning.

Presentation and sharing

Once your marketing plan is ready, you can export it for presentations or sharing with stakeholders. Creately offers various export options to ensure your marketing plan reaches the right audience effectively.

An effective marketing planning process is your key to successful marketing strategies. By setting goals, understanding your market, and creating a well-structured plan, you’ve laid the groundwork for marketing success. With the right approach, your marketing efforts will not only be creative but also well-aimed at achieving your business goals.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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The Marketing Planning Process: Step-by-Step Breakdown

Erica Chappell

Managing Editor

September 7, 2023

Want to learn about the different steps that go into the marketing planning process? Managing a marketing project is a bit like managing a fast-food restaurant.

You have a very limited time to prepare the product (campaign). And you have to coordinate with staff members who are handling completely different duties. If it’s done right, you’ll be attracting a ton of loyal (and hungry) customers.

In this article, we’ll take a look at the strategic marketing plan process , how you can implement it in your business, and the best tool to help you with the entire process.

What Is a Marketing Plan?

Benefits of the marketing planning process, 1. document your business goals, 2. conduct a marketing audit and research, 3. define your buyer persona, 4. set a budget, 5. identify a marketing tactic, 6. schedule the marketing campaign , who benefits from using a marketing plan.

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A marketing plan is a document that showcases your company’s marketing strategy for the upcoming month, quarter, or year.

Here’s what a marketing action plan contains when you unbox it:

  • Your current marketing activity and position
  • A detailed overview of your marketing goal and business goal
  • A description of customer needs
  • The metrics you need to track (ROI, number of potential customers, etc.)

And what happens when you create an amazing marketing plan? You’ll be able to stay focused on your marketing goal and also create an equally amazing marketing strategy. Here’s how you can create a marketing campaign that can make even the pros jealous!

Marketing efforts, when done right, can result in significant positive effects that can kickstart your business’s success. Here are a few benefits of proactive marketing planning .

Learn about the top marketing tools for new businesses !

Provides benchmarks and accountability

Through the planning process, you will be able to set benchmarks and create a roadmap for your marketing strategy to reach business goals. Making this visible allows the entire team to be accountable for their actions and tasks. It will also ensure everything runs smoothly as everyone knows what’s happening and how they need to work together.

Encourages team collaboration

Because the marketing planning process will likely run across departments and need a fair bit of collaboration, it opens up cross-departmental communication and unifies the organization. Also, getting your team involved early allows you to be realistic with your planning.

Reduces risk

Now, you have a marketing strategy. By having a planning process in place, you now have a framework to gain an overview of the target market, competitive advantage, and market segmentation. This allows you to be better prepared for risk factors that you might not have foreseen.

Challenges your beliefs and assumptions

Since business is always changing, having a marketing planning process allows you to keep adapting more effective strategies. By continually honing your marketing efforts, you might run across new tools and techniques, incorporate new ideas from different team members, and challenge your standard operating procedures .

What Are the Steps in the Marketing Planning Process?

Creating a marketing plan for the first time might seem like a convoluted process, but it’s actually super simple. The planning process becomes 100x easier to deal with when you break it down into these six steps:

  • Document your business goals
  • Do market research
  • Define your buyer/client persona
  • Set a marketing budget
  • Identify a marketing tactic
  • Schedule the marketing campaign  

Let’s take a closer look at each step.

Before planning a marketing strategy, you and your marketing team should ask your senior management to highlight your corporate objectives. 

Ideally, every large-scale business goal and objective should span 18-24 months. This gives you enough time to develop marketing initiatives that align with these overall business objectives.

goal folders in clickup

Let’s say you’re the marketing manager for Los Pollos Hermanos from Breaking Bad. The business owner, Gus Fring’s business goal might be to increase restaurant revenue to $3 million in the next year.

You’ll need to create a SMART marketing goal that can contribute to his business goals. For example: 

  • Gain 20% more repeat customers
  • Increase hot chicken sandwich sales by 35%
  • Boost shipment and distribution revenue for other products 😉

Curious about SMART goals? Check out our guide for tips on how to create a great business goal.

After you’ve decided on the goal, marketing project management tools like ClickUp can help you document and track them. In ClickUp, Goals are high-level containers that can be broken into smaller objectives, known as  Targets. Targets can be measured by units like numbers, $$$, true/false, and task lists.

Bonus: Marketing Tools for Small Businesses

When you meet your Targets, you achieve your marketing goal too. ClickUp automatically updates the progress percentage as you meet Targets in real-time. This can motivate your sales and marketing teams as they see the numbers rising every day!

Quickly pull up important data on a single screen with Dashboards in ClickUp

Want to monitor more marketing metrics? 

ClickUp is loaded with features that your teams need to manage your project or marketing program. Its Dashboards are the way to go. Each unique dashboard offers a lot of Custom Widgets that let you track marketing KPIs and every marketing objective.

Track sales, conversion rates, social media engagement, and more, with a Line Chart, Bar Chart, Pie Chart, Battery Chart, or however you best visualize data!

Want to get there faster? Use the ClickUp Content Management Template to easily track your content goals, budgets, and resources all within one space. Get this content branding template for free !

It’s time for a serious throwback. You need to take a look at all the marketing decisions and initiatives that you’ve taken in the past few years. Additionally, you’ll also have to go through old reports to see which marketing tactics worked and which didn’t.

With the help of a marketing audit, you’ll be able to avoid the issues your marketing department has faced in the past. Take it from Gus: ClickUp Docs let your team collaborate in real-time on your audit, marketing research , and annual marketing plan documents; it’s like Google Docs , but way better!

Not only can you embed lists, tables, images, and videos, but you can also assign actionable tasks directly within a ClickUp Doc. And to make your job even easier, ClickUp lets you save your work as a marketing plan template that you can use later!

After the audit, you’ll need to determine where you’re currently placed in the market and market trends. Ask your team:

  • Are your customers price-sensitive?
  • Have new competitors slowed down your business growth?
  • Do you have a competitive advantage over other businesses?

But why just limit feedback to your company?  Your customers and clients’ opinion matter too. 

After all, they’ll be using your products or services. With the Form view , you can create detailed customer survey forms faster than you can say Heisenberg . 

clickup forms

Choose from different fields of text, labels, questions, and more. ClickUp allows you to publicly share these forms, and it then collects responses within the tool. This way, you can directly take action on their responses by including their inputs in the marketing plan.

How well do you know your customers, really? In this phase, you’ll need to embrace market segmentation. What’s that?

Essentially, you’ll need to identify the different kinds of customers in your target market. Then you’ll have to narrow your focus to a specific target audience. After that, you’ll have to create a buyer persona. These are fictional representations of your ideal customer in your target market. Ask your team:

  • Who is this person?
  • What are their needs and priorities?
  • How do they make decisions?
  • Where do they work?
  • How much do they earn?
  • What do they like, and what do they absolutely hate?
  • What media do they consume?

You’ll need to really get into their minds, so you can tailor your marketing strategy that appeals best to them. For example, Los Pollos Hermanos settles on a buyer persona named Walt, who’s a middle-aged high-school chemistry teacher. 

Now that you have an idea of who he is, how he behaves, and what he wants, you can market to him better! But how do you come up with a buyer persona? Two words: Mind Maps .

Mind Maps in ClickUp

Drawing Mind Maps in ClickUp can help your marketing team organize your thoughts and ideas when creating a persona . Just place a central idea and add relevant thoughts when they pop up. 

And remember the more detailed the persona Mind Map, the better. Knowing your customers well will allow you to create a personalized yet strategic marketing plan that connects to your target audience.

You might have tons of cool strategic marketing ideas, but if they don’t fall into your marketing budget, it would be almost impossible to execute them. And even if you do break the bank to work on them, there are no guarantees that you’ll be rolling in dough in the end.

So how much should you spend on your strategic marketing plan? Allocating 7-15% of your company’s income to your marketing department is ideal, but it’s not a one-size-fits-all rule. 

However, keep in mind that any initial marketing activity can be expensive. This includes getting a logo , branding , and creating a campaign from scratch. How do you track all your marketing expenses?

In ClickUp, every task can have additional details called Custom Fields . With these fields, you can record data like phone numbers, labels, checkboxes, and more.

custom field library in clickup

In this case, you can track the budget, and cost of each marketing activity and task with the ‘Money’ field. What’s more is that with Column Calculations , you can automatically add up your spending to see whether it’s in line with your budget.

So no more half-measures when you’re creating your strategic marketing plan!

Bonus: Marketing calendar software !

Now that you know exactly what your customers are like, it’s time to choose the right distribution channels where they spend most of their time. After all, your target audience has to see your ad, right?

Let’s take a few platforms where you can implement your strategic plan , and the best tactics for each:

  • Blogs: Content marketing + Search engine optimization (SEO)
  • Facebook/Instagram : Social media marketing + Influencer marketing
  • Google: SEO + Search Ads
  • Newspapers: Print advertising 
  • Television: Commercials + Sponsorships

Let’s look back at Walt’s persona. Since we determined that he gets all his news from TV, our marketing effort should focus on creating a wonderful commercial:

Remember that the message of your strategic marketing campaign should reflect customer needs. In this case, this commercial should reassure their target audience that their food is high-quality and fresh—99.99% fresh.

However, you don’t have to focus all your tactics on one single platform. A healthy marketing mix between offline and online media ensures everyone gets your message. Now, it’s up to your marketing team to decide which route they want to take.  For example, you can create and publish new content on your blog, host automated webinars , and at the same time promote offline content to convert your audience. With ClickUp’s Chat view , you can discuss tactics, and sales deals, attach images/videos, and assign tasks in your marketing mix.

Chat view stores all of your comments in ClickUp

Now we’ve finally reached the end of the strategic marketing planning process . After you’ve got the marketing plan locked down, it’s time to list all the tasks that need to be done in order to pull it off.

How do you do it?

With ClickUp’s Gantt Charts , you can create a dynamic timeline of your marketing campaign activities from start to finish. The Gantt view lets you visualize the start and end dates for each task, and any important milestones along the way.

marketing processes and planning assignment

With Task Dependencies , you can indicate the sequence in which you want to complete your tasks. All you have to do is draw a line between two tasks, and you’re done!

Now, your marketing team won’t be able to work on a dependent task until they’ve cleared the preceding task. Need to work on a digital marketing calendar ? You can schedule all your marketing activities through ClickUp’s Calendar view .

It’s super easy to schedule posts or tasks, and adjust due dates—all you have to do is drag and drop.

Note: Since the strategic marketing process requires your team to be quick on their feet, ClickUp offers marketing plan templates for your content calendar , SEO management , campaign tracking , promotional calendar , A/B testing , and graphic design processes . 

Just apply the marketing plan template, and you’re ready to start planning in seconds! However, note that ClickUp isn’t just built for the strategic planning process ; it can help with every marketing process from execution to monitoring. 

So, ClickUp has more features ? Here’s what ClickUp has to offer:

  • Flexible views : visualize your tasks in a to-do list , Kanban board , or a Calendar
  • Assigned comments : change a comment into an actionable task and assign it to a team member
  • Collaboration Detection : know when your coworker is working on the same task or Doc as you
  • Pulse : see what your team is doing in real-time; great for remote teams
  • Agile Dashboards : monitor Agile and Scrum metrics with diagrams like Velocity Charts , Burndown Charts , Burn-up Charts , etc.
  • Team Reporting : track and monitor your team’s performance and progress
  • Automations : speed up your strategic marketing process by automating repetitive tasks and marketing workflows
  • Integrations : allows you to connect with other important work software like Slack, Google Drive , and Outlook
  • Mobile Apps : dynamic iOS and Android apps to help you manage projects on the run
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Get Planning on Your Marketing Strategy With ClickUp

So what’s the secret behind running a great strategic planning session? All you need to do is figure out what your customers want, set a time and resource budget, brainstorm the best way to serve your customers, and that’s it. We told you, it’s just like the restaurant business. 😁 

And as most restaurants have sophisticated equipment to help you out, you’ll need a dedicated marketing automation software and project tool like ClickUp to help you out too! From Goal Trackers to Dashboards and Timelines , it’s got everything you need you to get started with your marketing plans.

Get ClickUp for free today, and cook up the perfect marketing campaigns!

Want more tips? Read our expert roundup to get more marketing management ideas .

Questions? Comments? Visit our Help Center for support.

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Marketing Plan Exercise


During this course, you will develop a marketing plan as part of a semester-long project. The marketing plan that you develop will build throughout the course over nine chapters of this textbook.

The purpose of Part I of this marketing plan project is twofold:

  • To become familiar with the Marketing Plan Template
  • To select a company or product for which you will be building the marketing plan throughout the semester


  • Download the Marketing Plan Template and SAVE THIS DOCUMENT where you can easily access it again, because you will be completing additional sections of the plan throughout the course.
  • Select a company or product which will form the basis of your marketing plan. When selecting a company, please be sure to select a company or product that will (a) be of interest to you throughout the course and (b) have sufficient information available about the company on the internet for you to conduct research and make informed decisions in your marketing plan.
  • When selecting a company, please be sure NOT to choose a company that is so huge that it serves many diverse markets. For example, General Electric produces electrical and electronic equipment, aircraft engines, medical electronics; it also provides financial services and more. Procter & Gamble also has diverse product lines, including beauty, grooming, health care, fabric and home care, and feminine and family care. In the “real world,” you would not prepare a single marketing plan for the entire company; instead, each division and/or product line would develop its own marketing plan. Therefore, if you want to use a large company, select a brand or product line for the purpose of your marketing plan.
  • On the Marketing Plan Template, add your name and course number to the header.
  • Complete the Company Profile Information on the Marketing Plan Template for the company you have selected.
  • Save the template with a new name using this naming convention: Course_First/LastName/Project Title. Example, MKTG101_JohnSmith_Marketing Plan.
  • Submit this document to your instructor as directed.

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Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.

Access for free at https://openstax.org/books/principles-marketing/pages/1-unit-introduction
  • Authors: Dr. Maria Gomez Albrecht, Dr. Mark Green, Linda Hoffman
  • Publisher/website: OpenStax
  • Book title: Principles of Marketing
  • Publication date: Jan 25, 2023
  • Location: Houston, Texas
  • Book URL: https://openstax.org/books/principles-marketing/pages/1-unit-introduction
  • Section URL: https://openstax.org/books/principles-marketing/pages/1-marketing-plan-exercise

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

Clifford Chi

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.

marketing plan and how to write one

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.

Download Now: Free Marketing Plan Template [Get Your Copy]

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

HubSpot Mktg plan cover

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.

Marketing plan definition graphic

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.

marketing processes and planning assignment

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.

marketing plan examples: forbes

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:

Contently's content strategy waterfall.

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.

→ Free Download: Social Media Calendar Template [Access Now]

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:

marketing plan examples: hubspot 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.

Download Now: Free Content Marketing Planning Templates

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 :

marketing plan examples: chief outsiders

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 :

marketing plan examples: venture harbour

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

Download Now: Free Growth Strategy Template

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

Louisville Tourism Marketing Plan

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

University Illinois

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

marketing plan examples: 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

marketing plan examples: wright county

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

marketing plan examples: 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

marketing plan examples: carrabus county

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

marketing plan examples: 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 .

HubSpot Mktg plan cover

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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7 Marketing Questions Teams are Asking in 2024 (+Data & Insights)

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50 Small Business Marketing Ideas for 2024

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BUS203: Principles of Marketing

Course introduction.

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Course Syllabus

First, read the course syllabus. Then, enroll in the course by clicking "Enroll me". Click Unit 1 to read its introduction and learning outcomes. You will then see the learning materials and instructions on how to use them.

marketing processes and planning assignment

Unit 1: The Definition and Principles of Marketing

Many people incorrectly believe that marketing and advertising are the same. In reality, advertising is just one of many tools used in marketing, which is how firms determine which products to offer, how to price those products, and who they should be made available to. We will explore ways marketing departments and independent agencies answer these questions, whether through research, analysis, or trial and error. Once a company identifies its customer and product, marketers must determine the best way to capture the customer's attention. Grabbing the customer's attention may entail undercutting competitors' prices, aggressively marketing with promotions and advertising (like "As Seen on TV" ads), or targeting ideal customers. The strategy a marketing firm chooses for a particular product is vital to the product's success. The idea that "great products sell themselves" is simply not true. By the end of this course, you will be familiar with the art and science of marketing a product.

Completing this unit should take you approximately 6 hours.

Unit 2: Segmenting, Targeting, and Positioning

Philip Kotler, the grand dean of marketing textbooks, has suggested that if marketers can nail their target and position, all other aspects of a marketing campaign will fall into place. Target and position define whom we are trying to reach with our marketing campaign and what message (or position) we will use to connect. The concepts of targeting and positioning are so critical to marketing success that we now dedicate an entire unit to them.

Completing this unit should take you approximately 2 hours.

Unit 3: Customers and Marketing Research

Marketing is all about the customer. But who is the customer? If you are a car manufacturer, you have multiple types of customers. You might have governments and rental agencies that wish to buy fleet vehicles. We call these customers business-to-business (B2B). You would also have dealerships to whom you want to sell your cars; this is also B2B. Then, there are the end-users or dealer's customers. Though the dealer owns the car when it is sold, the manufacturer almost always plays a crucial role in marketing that car. Identifying your target customer can be difficult, but with the proper definitions and the right research, marketers will know their customers better than they know themselves.

Completing this unit should take you approximately 7 hours.

Unit 4: Life Cycles, Offers, Supply Chains, and Pricing

Products do not last forever. New products typically cost more than existing products due to the high costs associated with production and development. Technology products best illustrate this. The fact that initial customers will be early adopters of a new product affects the marketing strategy. As the product grows and matures, the strategy changes; marketers lower the price over time. When a product is in the declining stage, most competitors leave the market, and prices are very low. At each stage, the marketing of the product is different.

When a new product is developed and offered, a company must consider what will create the product's value to the customer, whether the customer is a consumer or another business. Marketers must always ask where a new product will fit in their current lineup and how the new product will serve as an extension of an existing brand. Take the car manufacturer BMW. They make sporty luxury vehicles aimed at the upper-middle and wealthy classes.

Developing an inexpensive, lower-quality vehicle to compete with cars in another class may dilute the brand and hurt sales. However, suppose BMW were to market the vehicle under a different brand. In that case, they could diversify their product portfolio, avoid the risk of diluting the BMW brand and be able to reach new customers all at the same time. Some firms go to great lengths to disassociate their brands from one another, while others embrace a family of brands model. Appropriate decisions vary by industry and strategy. Equally crucial in delivering value to the customer through an offering is how a company sources the goods and services necessary for production and delivers the end product for customers to purchase. This process is known as the supply chain.

Finally, in this unit, we will examine issues in pricing, including the costs of delivering a product, customer and societal perspectives, the impacts of competition, and ultimately the revenues a company may generate.

Unit 5: Distribution and Promotion

Once marketers have identified the right product and determined appropriate pricing, they must decide how to raise awareness and distribute the product effectively. This unit will focus on these decisions. Distribution is a complex process involving taking a product through the manufacturing process, shipping to warehouses, distributing to sellers and customers, and returning products. Marketers must work with supply chain managers to determine the best method to route products. If marketers expect sales to be heavier in the northeast than in the west, additional resources will need to be allocated there to meet demand. There are several strategies for moving a product through various distribution channels. These vary based on anticipated demand, actual demand, and competition. Marketers must have a proactive strategy; they cannot sit on inventory and wait for orders because inventory storage is expensive, and a lack of sales is disruptive.

The final and arguably most vital aspect of marketing is the actual promotion of the product. This can take the form of giveaways, competitions, advertising, sales, and anything else a creative manager can think of. Marketers must consider several aspects. If you employ a sales staff to promote the product, how do you compensate them? If you pay a commission, how much commission will be paid per unit? Will the sales staff be given discretion on price, or do you want to send a consistent message that the price is locked in? If a new company has limited funds for advertising campaigns, might they use public relations tactics to gain free media coverage? These are just a few considerations that marketers must consider. This final unit will provide you with tools to make the best possible promotion decisions.

Completing this unit should take you approximately 5 hours.

Unit 6: Launching a Marketing Campaign

Marketing is not just a matter of internal strategies and customer analysis. There are factors outside of the company that must be considered with any marketing strategy. Though marketers can control how they might respond to customer needs and expectations, they face the often-unpredictable reactions of customers to them. Maintaining customer satisfaction is essential to sustainable success. Marketers need to be sensitive to the regulatory and ethical constraints that may be placed upon them by a wide range of domestic and international industry standards and society's expectations. Companies must also face social forces that challenge their success. For example, marketers must be aware of each region's social and cultural aspects in which they choose to market a product. Even a worldwide brand such as Coca-Cola must adjust its marketing strategy for every region it enters. An awareness of the cultural factors affecting a marketing strategy can make the marketing message much more effective. Often, marketers will address social issues relevant to the lives of their audiences or society with social marketing campaigns. Finally, as a marketing campaign prepares for its launch, all the issues addressed in this and earlier units must come together in a formalized document – the comprehensive marketing plan.

Completing this unit should take you approximately 4 hours.

Unit 7: Social Media Marketing

Social media refers to digital technologies which allow people to interact. The foundation stems from how people talk and behave without a standard set of rules or principles to follow. There can be a shift in social media set by the users, which causes tech developers and marketers to adjust the way they create or produce. Therefore, it is critical to understand social media and stay abreast of the trends and patterns in data. Social media buzz does not necessarily mirror society. The insights found on social media are sometimes a poor reflection of real social life. In this unit, you will understand the trends, content, communication, platforms, and marketing used across social networking sites (SNS). The next sections will guide you in understanding each component.

Completing this unit should take you approximately 3 hours.

Study Guide

This study guide will help you get ready for the final exam. It discusses the key topics in each unit, walks through the learning outcomes, and lists important vocabulary. It is not meant to replace the course materials!

marketing processes and planning assignment

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marketing processes and planning assignment

Certificate Final Exam

Take this exam if you want to earn a free Course Completion Certificate.

To receive a free Course Completion Certificate, you will need to earn a grade of 70% or higher on this final exam. Your grade for the exam will be calculated as soon as you complete it. If you do not pass the exam on your first try, you can take it again as many times as you want, with a 7-day waiting period between each attempt.

Once you pass this final exam, you will be awarded a free Course Completion Certificate .

marketing processes and planning assignment

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Take this exam if you want to earn college credit for this course . This course is eligible for college credit through Saylor Academy's Saylor Direct Credit Program .

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4.23: Assignment- Marketing Plan, Part I

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Student Instructions: Complete the following information about the organization and products and/or services you will focus on as you develop a complete marketing plan throughout the course. You may need to do research to get answers to the questions below. Be sure the organization and offering you select will 1) remain interesting to you for the duration of the course, and 2) have sufficient information available for you to conduct research and make informed recommendations in your marketing plan.

Company Profile

  • Company Name:
  • Major products and/or services (names, types):
  • Products and/or services your marketing plan will focus on:
  • Target customers:
  • Distribution channel(s):
  • Headquarters (city, state, country):
  • Year founded:
  • Number of employees:
  • Annual revenue (estimated)
  • Key competitors:
  • Link to Web site:
  • Link to Yahoo! Finance information page (for public companies):

Market Segmentation and Targeting

  • What problem does your product or service solve?
  • Describe the total market for your solution: Who are potential customers?
  • What are the key segments within this market?
  • Identify and briefly describe 1–3 segments that this company serves.
  • Which segment does this marketing plan focus on, and why? Why do you believe this segment will offer growth and profit opportunities?

Situation and Company Analysis

Economic environment.

Discuss factors that affect your consumers’ purchasing power and spending patterns. What is the economic environment that you are operating in? Is it a growth, recovery or recession? Will it be easy to find staff? What is the current interest rate i.e. is it increasing or decreasing? What is consumer confidence like?

Technical Environment

The technological environment changes rapidly. You need to make sure that you are aware of trends in your industry and other industries could affect your business. New technologies create new markets and can influence you consumers and competitors. Industry environment What are the trends in your industry? Are there new entrants in the market? Has a substitute product been introduced? Are there changes in industry practices or new benchmarks to use?

Competitive Environment

How many competitors do you have? Who are the key competitors? What are the key selling points or competitive advantages of each one. What is your advantage over competitors? Is the market large enough to support you and competitors?

Political Environment

Consider the political environment for the areas that your business will trade and operate in. Is there a stable political system? Are there any licenses and regulations that you should be aware of? Do you need to win support to be able to operate?

SWOT Analysis

Instruction: Complete the table below with descriptive responses and explanation as you answer the questions below.

  • Does the organization have a strong brand presence?
  • What resources are available for marketing activities?
  • Does the the company have unique products or services that satisfy the needs of their target market?
  • What makes the company’s products or services unique?
  • What value is brought to customers?
  • Does the organization have a weak brand presence?
  • Are resources insufficient for marketing activities?
  • Does the company lack distinctive products or services?
  • Do current products or services fail to satisfy the needs of customers?
  • Do current products or services fail to bring value to customers?


  • What is the unique opportunity that the company is trying to take advantage of?
  • Does the target market have any unfulfilled needs that the company can satisfy?
  • Are there emerging target markets with needs that the company can satisfy?
  • Are there ways the company and its competitors can benefit by working together?
  • Are there opportunities for collaborating with customers to build brand presence?
  • Describe and analyze if market demand is increasing?
  • Are there changes in the government regulations that will affect the company?
  • Describe any emerging global issues that will affect the company?
  • What are the tactics that competitors use to pursue customers?
  • What are the strengths of the company’s biggest and or emerging competitors?
  • In what ways are the competitors’ products or services superior to the company’s offerings?
  • How are competitors likely to respond to any changes in the way the company markets?
  • Is the company behind in adopting new technologies for marketing?
  • Describe any ways in which international competitors are taking away market share?
  • What do customers dislike about the company?
  • Describe and analyze if market demand is decreasing?

Mission, Objectives, and Goals

State the mission or business purpose: what the organization wants to achieve, in market-oriented terms. (Example: Disney’s mission could be, “We create happiness by providing the finest in entertainment for people of all ages.)

List 1–3 objectives that move the organization a step closer to achieving the mission. (Example: A Disney objective could be, “To be the most popular theme park for international visitors.”)

Convert objectives into specific marketing goals that are easy to measure and evaluate. (Example: Our goal is to increase market share of international theme park visitors by 10% in the next two years.”)

Sample Grading Rubric

Company profile grading rubric.

Total points possible for Company Profile Assignment: 10 pts.

Market Segmentation and Targeting Grading Rubric

Total points possible for Market Segmentation and Targeting Assignment: 10 pts.

Situation and Company Analysis Grading Rubric

Total points possible for Situation and Company Analysis Assignment: 50 pts.

Total points possible for Marketing Plan, Part 1 Assignment (Consists of Company Profile Assignment, Market Segmentation and Targeting Assignment, and Situation and Company Analysis Assignment combined): 100 pts.

Contributors and Attributions

  • Assignment: Marketing Plan, Part I . Provided by : Lumen Learning. License : CC BY: Attribution
  • SWOT and Integrated Marketing Communications Templates. Authored by : Melissa Barker. License : CC BY: Attribution

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Unit 2: Marketing Processes and Planning And TNA67 Pearson BTEC HND in Business

4.2 competitor analysis including market segments and sub-segment, 4.3value-proposition of the new product, 9.1 media budget.

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Part A: The Marketing Concept Webinar

1. Concept and role of marketing in the 21st century

To increase brand awareness in the twenty-first century, marketing incorporates both digital and traditional methods. With the advent of the internet, the notion of promotion shifted from outbound to inbound marketing. Through internet and social media sites, and email and content techniques, inbound marketing enables two-way interactive connections between businesses and their customers. Organizations make substantial use of social media platforms to interact with and influence target audiences in 21 st century (Gbadamosi, 2020). Marketing in twenty-first century is focused on providing value to clients through education and entertainment via digital platforms. Email marketing is an extensively employed method of communicating with clients and convincing them to purchase items.

 Content is king for marketing in the twenty-first century. Small and medium-sized businesses make heavy use of digital marketing tactics to connect with prospective clients online. In the twenty-first century, content marketing strategies assist firms in achieving objectives such as engaging clients, encouraging them to make purchases, and building brand identification. To attract clients, large-scale enterprises continue to rely heavily on television and print advertising. Combining traditional and digital marketing tactics aid to develop a brand image that is appropriate for the products and services of any company.

2. Roles and responsibilities in marketing, and the competencies required to succeed

The roles and responsibilities interlinked to marketing are-

  • Planning and handling premieres, marketing, email campaigns, conferences, and online networks.
  • Creating marketing tactics.
  • Executing marketing plans (Di Gregorio et al ., 2019).
  • Managing marketing campaigns.
  • Developing new products.
  • Managing the brand.
  • Managing marketing staff.
  • Budget marketing
  • Managing company's marketing activities.
  • Advertising
  • Internal communication production
  • Analyzing the marketing strategy's success

To work in marketing, one must be able to effectively communicate information about companies, products, and services to the public (Bird, 2019). Marketers must convey their ideas to supervisors, board members, coworkers, and clients to enhance their analytical work and make it super creative. Along with specialized skills linked to using data collecting and analysis technologies, marketing professionals must be able to generate innovative ideas to target customers, attract and persuade them to choose their brand over another.

Professionals must be able to adapt, learn new things, and stay updated with the latest developments. Tech-savvy marketing professionals tend to obtain the best results and advance in their jobs.

3. Marketing interactions with other departments and connection with vision, mission and purpose

Marketing guides and leads other departments in conniving, manufacturing, fulfilling, and servicing client needs (Jain and Yadav, 2017.). Marketing comprehends the market and consumer needs better than product innovation or customer service, that is why while deepening new products or other customer-related activity of the organization, marketing is involved.

Other departments of a firm benefit by understanding and supporting marketing initiatives, and useful insights into what consumers want through marketing. The mission and vision statements serve as a focal point for the business, guaranteeing everybody is working toward same goal. This improves the organization's efficiency and productivity. The vision statement sets the company's direction. It works with the mission statement to establish the business's organizational strategy and the purpose of a business is always to deliver value to its clients – and, this should be the primary emphasis of your business. Marketing channelizes the three aspects in terms of customer engagement so that the firm can achieve success.

Part B: Process Benchmarking

1. Extended marketing mix of M&S and Boots

2. Tactical APPROACHES adopted by each business to succeed

Marks & Spencer's key brand principles of reliability, value, services, innovation, and confidence have never changed resulting in success. Marks & Spencer has created an impressive business, operating in thirty countries and having over 300 locations in the UK alone (Esoimeme, 2020).

Boots aims to be the consumer's first option for pharmacy-led beauty and health, delivering high-quality products and services at low prices (Ramli, N.D.). It leverages client data from the benefit card and database to drive company strategy and understand customer purchase habits which play a big role in accomplishing success. The corporation uses these tools to sell its items and find out which areas prefer particular products. Boots' revenues surpass others as they have a variety of products in health and beauty.

3. Conclusions and recommendations

Based on the above discussion, it can be understood that ABC company must make use of the effective tool of social media and digital media as this aid immensely in customer pulling and retaining. Along with that, conventional media such as print media and televisions could be used for enhancing customer reach. For the luxury product line, the ABC company can internalize the ideas of effective branding, selecting high symbolic value as it is integrated into luxury products to appeal consumers. To showcase symbolic value, ABC must determine their target niche demographic and develop their offering accordingly a d build strong ties with important middlemen in the luxury goods business. These traits necessitate that luxury brands' level and type of distinctiveness be stronger, more diverse, and more focused. Among other things, ABC’s exclusivity must be big a deal. Price, geographic availability, possession limitations, and even supply need to be perceived as exclusivity (Ahn, Park and Hyun, 2018). They must attempt to make their clients feel special. As a result of these, the brand would appear more desirable to the spectator and provide clients with a sense of special status.

Part C: Marketing Planning

1. The Link between the strategic marketing plan and the overall organizational mission, corporate strategy and objectives

Considering these facts mentioned about the ABC Company’s mission, corporate strategy and objectives, The strategic marketing strategy, it can be argued, will assist ABC Company in defining clear, realistic, and quantifiable marketing objectives for its firm, profiling its customers and competitors, describing its new product range, and explaining its position, role, and value in the market.

2. Marketing Objectives

The strategic marketing will make an attempt to accomplish the following objectives:

  • To help the company widen its target audience by at least 33%
  • To convert at least 50% of the viewers of the marketing content into customers
  • To increase the net sales volume of ABC Company by at least 30%
  • To help the company occupy at least 20% of the luxury food market of the UK

3. Market Research to support the new product line launch

For many years, the luxury food business, which is a subset of the larger luxury products industry, has been on an increasing trajectory. In 2010, the global luxury goods industry – which encompasses “beverages”, “fashion”, “cosmetics”, “fragrances”, “watches”, “jewellery”, “luggage”, and “handbags” – was close to $170 billion and expanded at a 7.9 percent annual rate (Elena-Iulia, 2020). The United States has long been the greatest regional market for luxury goods and is expected to remain so in 2013, with a value of 62.5 billion euros. Numerous markets have a luxury component, including luxury “autos”, “yachts”, “wine”, “bottled water”, “coffee”, “tea”, “food”, “watches”, “clothing”, and “jewellery” etc. For many years, the luxury goods sector has been on an increasing trajectory. China, Japan, Russia, Italy, Brazil, the United States, Germany, France, the Spain, Switzerland and United Kingdom are the top ten markets for luxury goods, accounting for about 83 percent of total sales (Kang et al., 2021).

4. Situational Analysis

4.1 Marketing Audit

4.1.2 PESTLE

(Sources: Kiviharju and Sotiriou, 2021; Moult et al ., 2018; Hughes, Hocknell and Roe, 2019; Hart et al ., n.d)

4.1.3 5C Analysis

ABC Company began 30 years ago and has developed significantly since then. It has grown fast into a supermarket chain with a total of 4,200 locations throughout Europe. Since 2000, the firm has established a strong presence in the UK, becoming one of the largest "discount" food supermarket chains in the country, with a branch network of 800 locations. The UK holding corporation reported £4 billion in revenue.

Collaborators of Company ABC

ABC Company maintains relationships with large numbers of suppliers and strategic partners. It sells products under its own label as well as those that are branded. "Coca-Cola," "General Mills," "Kellogg," "Nestle," "PepsiCo," "Princes," and "Unilever" are just a few of the company's top branded suppliers.

Customers of ABC Company

ABC Company believes that listening to customers and meeting their needs and expectations is critical to providing the best service possible.

ABC Company’s Competitors

The ABC Company confronts tough competition in the United Kingdom from "Tesco," "ASDA," "Sainsbury's," "Morrisons," "Co-op," "Lidl," and "Aldi." As a result, it has developed a number of measures, one of which is the creation of a luxury food selection in order to compete with competitors, such as matching "Aldi" prices.

Climate of ABC Company

With its customer centric attitude and its commitment to the well being of the environment, and its clear reputation, the company draws the support the people in whichever region it operates.

ABC Company's competitors include "Tesco," "Sainsbury's," "ASDA," and "Morrison's," which are frequently referred to in the United Kingdom as the "Big Four." These brands are also ABC Company's primary competitors in the luxury food segment.

The worldwide luxury food industry, which is also a subset of the broader luxury products market, is concerned with the complex preparation and presentation of gourmet cuisine created from premium ingredients. Global demand for gourmet foods has increased as disposable income has increased, consumer awareness of the value of nutrition has increased, and taste has been globalised. As a result of the new product, ABC Company will be able to capitalise on this growing opportunity and further strengthen its position in the industry in which it works by increasing financial profit and extending its target customer segment.

5. Development of the marketing strategies (Marketing Mix)

6. Estimated Overall Budget

7. Tactical Actions

In this situation, tactical marketing efforts will include “generating leads”, “developing websites”, “placing advertisements”, and “following up”. It will encompass practices related to “advertising”, “sales promotions”, etc. which contribute directly to the strategic marketing plan's success.

8. Identification of appropriate control and monitoring measures

The following KPIs will be utilised to govern and monitor marketing activities:

“Return on Marketing Investment (ROMI)”: a technique for calculating the financial value attributed to a certain set of marketing efforts (net of marketing spending), divided by the marketing 'invested' or risked for that set of initiatives (Jönsson and Zahn, 2018).

“Client lifetime value (CLV”): a business term that indicates how much revenue an organisation anticipates earning from an average customer over the course of the relationship (De Marco et al ., 2021).

9. Media Plan

9.2 Recommendations and rationale for selected and integrated multi-media activities

To ensure that the strategic marketing plan reaches a large portion of the consumer population, it is critical and advised to combine multi-media activities, as specified previously in the budget plan. The objective is to leverage numerous marketing channels to guarantee that communications reach target consumers irrespective of the devices, groups, technology, or platforms they utilise (Payne et al ., 2017).

9.3 Digital, offline and social media channels to be used for communication

Social media, print media, television, and the company’s website contents will all be utilised as part of the strategic marketing plan to introduce the new line of premium meals.

Businesses can monitor their customers' or potential purchases' behaviour on social media networks because of their distributed nature. This allows marketers to have a deeper knowledge of the target audience's preferences, dislikes, and interests, allowing them to create a more successful marketing plan to acquire such consumers (Jacobson, Gruzd and Hernández-García, 2020).

Print advertising has a stronger emotional connection with readers than internet advertising. It provides readers with an opportunity to ponder your product and message in a manner that other platforms do not (Amin and Priansah, 2019). Print advertising enables prospects to interact with your business message on a more physical level.

In terms of key performance measures, television advertising clearly surpasses all other media outlets (KPIs). Despite the fact that the internet appears to be the most active media, adults spend around 13 times as much time viewing video on television than what they do on the internet and 23 times as much time on their mobile devices (Correa et al ., 2019).

An excellent website represents a company's brand, provides high-quality information, and is simple to use. Since all the other digital marketing components drive guests to the site, which might effectively convert guests, a well-developed organizational website is the cornerstone to an effective digital marketing plan (Kaur, 2017).

The preceding facts clearly demonstrate the importance of each of the selected channels, and it is reasonable to assume that combining these four highly effective channels will almost certainly result in the desired results for ABC Company by establishing a market foundation for its brand-new line of luxury food products.

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Amin, M. and Priansah, P., 2019. Marketing Communication Strategy To Improve Tourism Potential.  Budapest International Research and Critics Institute-Journal (BIRCI-Journal) ,  2 (4), pp.160-166.

Bernon, M., 2018. Sustainable supply chains: Marks & Spencer’s Plan A.  The Business & Management Collection .

Bird, B., 2019. Toward a theory of entrepreneurial competency. In  Seminal ideas for the next twenty-five years of advances . Emerald Publishing Limited.

Correa, T., Reyes, M., Taillie, L.P.S. and Carpentier, F.R.D., 2019. The prevalence and audience reach of food and beverage advertising on Chilean television according to marketing tactics and nutritional quality of products.  Public health nutrition ,  22 (6), pp.1113-1124.

De Marco, M., Fantozzi, P., Fornaro, C., Laura, L. and Miloso, A., 2021. Cognitive analytics management of the customer lifetime value: an artificial neural network approach.  Journal of Enterprise Information Management .

Di Gregorio, A., Maggioni, I., Mauri, C. and Mazzucchelli, A., 2019. Employability skills for future marketing professionals.  European management journal ,  37 (3), pp.251-258.

Elena-Iulia, V., 2020. Study on the personal luxury goods market.  Acta Marisiensis. Seria Oeconomica ,  14 (2), pp.33-42.

Esoimeme, E.E., 2020. Using the risk-based approach to curb modern slavery in the supply chain: The Anglo American and Marks and Spencer example.  Journal of Financial Crime .

Gbadamosi, A., 2020. Buyer behaviour in the 21st century: Implications for SME marketing. In  Entrepreneurship Marketing  (pp. 72-96). Routledge.

Hammad, A., 2015. Strategic Change and Its Management to Expand Business Through Implementation of Models: A Case Study of Boots UK.  Available at SSRN 2676800 .

Hart, M., Austin, W., Acha, S., Lambert, R. and Markides, C.N., Impact of a Warming Climate on UK Food Retail Refrigeration Systems: Recommendations for Industry.

Hughes, A., Hocknell, S. and Roe, E., 2019. Corporate food retailers, meat supply chains and the responsibilities of tackling antimicrobial resistance (AMR), ESRC.  Impact ,  2019 (1), pp.17-19.

Jacobson, J., Gruzd, A. and Hernández-García, Á., 2020. Social media marketing: Who is watching the watchers?.  Journal of Retailing and Consumer Services ,  53 , p.101774.

Jain, E. and Yadav, A., 2017. Marketing and technology: role of technology in modern marketing.  IOSR Journal of Business and Management ,  19 (5), pp.49-53.

Jönsson, J. and Zahn, M., 2018. Decision makers' use of Return on Marketing Investment metrics in the decision-making process.

Kang, I., Koo, J., Han, J.H. and Yoo, S., 2021. Millennial Consumers Perceptions on Luxury Goods: Capturing Antecedents for Brand Resonance in the Emerging Market Context.  Journal of International Consumer Marketing , pp.1-17.

Kaur, G., 2017. The importance of digital marketing in the tourism industry.  International Journal of Research-Granthaalayah ,  5 (6), pp.72-77.

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Unit 2: Marketing Processes and Planning

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