A Simplified Marketing Plan Format that Works!

By: Jeanette S Cates, PhD

www.infopreneurlibrary.com

When I started my first business in 1981, I researched business and marketing plan formats. I looked at all of the formats and read a lot about the purpose of creating a business plan. But I never got enthused enough to do it.

When I launched my speaking business in 1997, I reconsidered a business plan and a marketing plan. Again, they looked too complex - like a lot of "overkill" for my one-person operation. But I soon found that I needed some type of plan that would remind me of where I was going and how I planned to get there.

For the past four years I've been using a simplified marketing plan format. And it's been working for me. It may inspire you to do something similar - or at least do something! Here's how it works.

At the beginning of the year (or during my planning period for the year), I list the goals for my business. I try to look at all of the facets of the business. For example:

1. Book X radio engagements.

2. Give X speeches.

3. Generate $X in consulting fees.

4. Increase website traffic to X page views per month.

Then I list the key factors to my success for the year and assign a code for each. For example:

Finally, I outline the audience(s) I want to serve, assigning a code to each.

Now I'm ready to put my plan into action steps!

At the top of the first page, I list the first goal: Book X speeches. Then I list as many activities that will contribute to that as possible. Here are some I've listed this year:

In addition, I list specific prospects that I want to target this year.

I repeat this process for each goal, listing any marketing or sales activities I need to do under the goal to which it applies.

Next, I go back and code each activity. First with the Key Factors code. Will this activity contribute to my visibility? Credibility? Experience? Or Passive Income? An activity can have multiple key factors. If I find an activity that doesn't contribute to one of my key factors for the year, I ask myself whether or not this is an appropriate activity for this year. In many cases, I'll discard it or lower its priority.

Finally, I go through each activity and code the audience(s) for which it will be appropriate. Most activities can apply to several audiences, but I'll often find that I'm ignoring one of my targeted groups for the year. Again, I ask if there are additional activities I should be doing to serve them better or is it appropriate to ignore them for this year.

As a format I've found that this works well for me:

And since I have a staff, I add an additional column for who will do the activity.

At this point, I have my basic plan. All that remains is setting the deadlines for each activity. These deadlines, in turn, dictate my daily activities. If I find myself doing something that isn't in my marketing plan, I stop and ask "Should I be doing this at all? If I should, why didn't it show up in my marketing plan format? Where can I add it or should I stop doing it?"

Overall, my entire plan is less than 10 pages long. I try never to set more than 10 goals for the year, since that seems so overwhelming! So it keeps it short. I review the plan monthly, noting the activities I have completed and noting progress on those on which I'm working.

I'm always amazed at how much I do get done on the plan - even if I never complete all of the tasks I've set out to do. Having a plan is a key element to preparing for success. The marketing plan format that your plan does take is entirely up to you. But if you haven't found one that works for you, try this one. Then modify it so it works even better for you.

[ Home ] [ Free Newsletter ] [ Free Articles ] [ Free Workbook ] [ Contact Us ] [ The Secret ] [ The Workshop ] [ Marketing Bible ] [ Referral Systems ]