Creating New Market Plans
Strategic Planning Worksheet to consider all of the ways you can effectively market
your organization and communicate with key stakeholders, customers and prospects.
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Campaign Planning Steps
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Action Plan / Notes |
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1
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Evaluate Current Marketing Plan.
(what works and what doesn't), you will be
able to identify gaps and being the planning
and budgeting process to achieve your
marketing and communications goals.
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2 |
Set Your Budget. It varies by company
and industry, but a common marketing
budget is 3-5% of total sales.
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3 |
Determine Marketing Goals and
Objectives. Your objectives might be to
increase sales by X amount, gain X number
of new clients or increase membership by
X percent, for example.
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Identify strategies that support your
goals. If your objective is to gain X number
of new clients, one strategy may be a lead
generation direct mail campaign.
Other strategies you might pursue could be a
donor appreciation special event or an email
marketing campaign that will increase sales.
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Create a Timetable. use your annual plan
to schedule your marketing activities during
the year. Some initiatives will be conducted
multiple times a year. Work with your marketing
services provider to create an action plan and
production schedule for each campaign or
activity.
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5 |
Estimate Your Costs. Earmark dollars for
key initiatives, budgeting for them on a monthly
basis. Then, track your actual expenses against
your budget.
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