Customiza

ble
PowerPoint
Template

Marketing
Planning
Overview
Marketing
Planning
Overview
Date

Agenda
PROGRAM OVERVIEW

Example one

Example two

Example three

Example four

Overall Marketing Planning

Objectives
GOALS
Go ahead and replace with your own text. This is example
text. Go ahead and replace with your own text.

TASKS
Go ahead and replace with your own text. This is example
text. Go ahead and replace with your own text.

RESOURCES
Go ahead and replace with your own text. This is example
text. Go ahead and replace with your own text.

EVALUATION
Go ahead and replace with your own text. This is example
text. Go ahead and replace with your own text.

Strategies
PROVEN
METHODS

NEW METHODS

POSITIONING
STRATEGY

Method a. This
is example text.

Method a. This
is example text.

Method a. This
is example text.

Method b. This
is example text.

Method b. This
is example text.

Method b. This
is example text.

Method c. This
is example text.

Method c. This
is example text.

Method c. This
is example text.

Marketing Program Planning

Marketing Program Planning

Marketing
Strategy
Primary
Objective

Marketing
Strategy
Marketing
Strategy

Tactic
Sample Text. Replace me
with your own text.

Tactic
Sample Text. Replace me
with your own text.

Tactic
Sample Text. Replace me
with your own text.

JAN
ARCS &
PILLARS

FEB

MAR

APR

MAY

JUN

JUL

Applicab
le Event

Applicab
le Event

High Level Program Initiative

High Level Program Initiative
High Level Program Initiative

EVENTS

AUDIENCE
&
SEGMENT
S
ONGOING

Applicable
Event

Applicabl
e Event

Applicab
le Event

Applicab
le Event

Applicab
le Event

Add audience or persona

Add audience or persona

Add audience or persona

Nurturing & DB Emails

AVERAGE /
MONTH
x programs
x webinars
x live events
x paid
programs

Paid Programs
PPC
Webinars
Social

High Level Program Planning Template

Yearly Program View by Quarter

Q1

Q2

Program 1

Program 1

Program 1

Program 1

Program 2

Program 2

Program 2

Program 2

Program 3

Program 3

Program 3

Program 3

Program 4

Program 4

Program 4

Program 4

Program 5

Program 5

Program 5

Program 5

Program 6

Program 6

Program 6

Program 6

Q3

Q4

Program Roadmap
TACTIC
Initiative
1

TACTIC
TACTIC
TACTIC

Initiative
2

TACTIC

TACTIC

Initiative
3

TACTIC

Initiative
4

TACTIC
TACTIC
Q3 13

Q4 13

Q1 14

Q2 14

1 HC

Product Launch Program Plan

EMAIL
TACTICS

CONTENT

EVENT

LEAD GEN TACTICS

Email 1

eBook

Webinar 1

Social

Email 2

Cheatsheet

Webinar 2

PPC Campaign

Email 3

Datasheet

In-Person
Event

Paid Email
Campaign

Blog Post

Direct Mail
Sales
Call-down

Funnel Analysis: Program A (Webinar Example)

WHERE ARE THERE OPPORTUNITIES?
Program Launch Date:
Goals:
List Size:

Current List for Program Send

(X number of leads)

Webinar Sign-Ups

Roughly X% Register ~ X Number

Webinar Dates:

(X%)

Webinar Attend

X% Attend X Number

X% Register for Demo X Number

(X%)

Webinar Follow Up Includes Offer for

Demo
(X%)

X% Fit the Right Profile X Number

Attend

X% Fit the Right Profile X Number

Good Leads

Of those that attend the demo, X% become

opportunities X Number
Win X% - X Wins

(X%)

(X%)

Opportunities
(X%)

Won
(X%)

Campaign Details
MARKETING-SALES FUNNEL

Awareness / Lead
Gen
Interest
Demo

GOAL

ACTIVITY

Goal 1

Activity 1-5

Goal 2

Activity 1-5

Goal 3

Activity 1-5

Opps
Won

Content Initiative Planning

Content Planning
Theme 1

Theme 2

Theme 3

Theme 4

Ebook

Ebook

Ebook

Ebook

Infographic

Infographic

Infographic

Infographic

Slide Deck

Slide Deck

Slide Deck

Slide Deck

Blog Posts

Blog Posts

Blog Posts

Blog Posts

ONGOING INITIATIVE
ONGOING INITIATIVE
ONGOING INITIATIVE
Q1

Q2

Q3

Q4

Content Program Drill-Down Per Quarter

Messaging
Arc

Product
Launches

Trend
Related

Partner/Thought
Leader

SEO

Asset 1

Asset 1

Asset 1

Asset 1

Asset
1

Asset 2

Asset 2

Asset 2

Asset 2

Asset
2

Asset 3

Asset 3

Asset 3

Asset 3

Asset
3

Asset 4

Asset 4

Asset 4

Asset 4

Asset
4

GOALS:
X

Ebooks
Per
Month

Infographi
cs
Per Month

Slide
Decks
Per
Quarter

Videos
Per
Quarter

Event Planning

Yearly Events Calendar

Events

Date

Event a

Date a

Events
Activity
Activity a

Lead Goal

Actual
Lead #

Goal a

Lead a

Yearly Webinar Calendar

Webinar
Name

Date

Speakers

Registration
Goal

Actual
Registration

Webinar a

Date a

Speaker a

Goal a

Registration a

Thank You!