We believe a good marketing plan helps make decisions to deploy the resources and provide a roadmap for everyone who works on the brand. You will learn how to write each component of the marketing plan, looking at brand vision, purpose, values, goals, key Issues, strategies, and tactics. We provide marketing plan definitions and marketing plan examples to inspire you for how to write each component. Our marketing plan workshop allows marketers to try each concept on their brand. We provide hands-on coaching and feedback to challenge their plans. Below, I will show you part of our marketing plan process that we lay out in our Beloved Brands book.
We offer unique formats for a marketing-plan-on-a-page and long-range strategic roadmaps. And then, we show how to build marketing execution plans. We look at a marketing communications plan, innovation plan, sales plan, and experiential plan. Your marketing plan will help give a strategic direction to everyone in your organization.
The annual marketing plan
I first came up with this “plan-on a page” marketing plan template when I led a team with 15 brands. It helped me see the big picture quickly, rather than having to hunt through a big thick binder. Also, the sales team appreciated the ability to see the entire plan on one page quickly. Most salespeople also had 15 brands to manage with each of their customers. Everyone who works on the brand should receive the one-page marketing plan. And they should keep it close by to steer their day-to-day decisions.
- The analysis section lays out the summary from the deep-dive business review. Provide an overview of the top three points, which envelop what is driving your brand’s growth, what is inhibiting your brand’s growth, which threats could hurt your brand and what opportunities your brand faces.
- The key issues and strategies section focuses on the top three issues getting in the way of achieving your vision, which you should put in question format. And the strategic solutions are the answers that match up to each of those questions. Set goals to measure your brand’s performance against each strategy.
- The marketing execution section maps out the specific plans for each of the chosen execution areas that line up to most essential consumer touchpoints.
Marketing Plan Definitions
The vision should answer the question, “Where could we be?” Put a stake in the ground that describes an ideal state for your future. It should be able to last for five to 10 years. The vision gives everyone clear direction. Write in a way that scares you a little and excites you a lot.
The purpose has to answer the question, “Why does your brand exist?” It’s the underlying personal motivation for why you do what you do. The purpose is a powerful way to connect with employees and consumers, giving your brand a soul.
The values you choose should answer, “What do you stand for?” Your values should guide you and shape the organization’s standards, beliefs, behaviors, expectations, and motivations. A brand must consistently deliver each value.
Your goals should answer, “What will you achieve?” The specific measures can include consumer behavioral changes, metrics of crucial programs, in-market performance targets, financial results, or milestones on the pathway to the vision. You can use these goals to set up a brand dashboard or scoreboard.
Use your deep-dive business review to answer, “Where are we?” Your analysis must summarize the drivers and inhibitors currently facing the brand, and the future threats and untapped opportunities.
The key issues answer the question, “Why are we here?” Look at what is getting in your way of achieving your brand vision. Ask the issues as questions, to set up the challenges to the strategies as the answer to each issue.
Your strategy decisions must answer, “How can we get there?” Your choices depend on market opportunities you see with consumers, competitors, or situations. Strategies must provide clear marching orders that define the strategic program you are investing in, the focused opportunity, the desired market impact and the payback in a performance result that benefits the branded business.
The tactics answer, “What do we need to do?” Framed entirely by strategy, tactics turn into action plans with clear marching orders to your teams. Decide on which activities to invest in to stay on track with your vision while delivering the highest ROI and the highest ROE for your branded business.
Turning your key issues into strategies
Lay out the key issues that answer, “Why are we here?” by taking the summary findings of the deep-dive analysis and drawing out the significant issues in the way of achieving your stated brand vision.A great way to find the issues is to brainstorm up to 30 things in the way of your vision. Then, narrow down your list to the top 3-5 significant themes you see. Take the themes and begin to write the top issues in a rhetorical, strategic question format to prompt a few different strategic options for how to solve each issue. Spend serious thinking time on these questions because the better the strategic question you ask, the better the strategic answer you will get.
Marketing Plan example of using the four strategic questions to focus the brand’s key issues
Another excellent methodology for finding key issues is to go back to the four strategic questions model I outlined in the strategic thinking chapters. This thinking ensures you take a 360-degree view of your brand. Looking at the example below, I have used the four strategic questions and come up with four specific questions that fit the Gray’s Cookies brand.
With various ways to brainstorm and find the issues I recommend for the annual marketing plan, focus on the top three key issues, which set up the top three strategies. A long-range brand strategic roadmap can typically handle up to five key issues, then five strategies.
Writing strategic objective statements
You should start off by writing your strategic objective statement using the four components of the a + b + c + d model outlined in our Beloved Brands book. We go through four types of strategy, including your core strength, consumer strategy, competitive strategy and your brand situation.
a) The statement calls out the investment into a strategic program, with crystal clear marching orders to the team, leaving no room for doubt, confusion, or hesitation.
b) You should provide a focused opportunity, which is the breakthrough point where the brand will exert pressure to create a market impact.
c) You must have a specific desired market impact to outline the market stakeholder you will attempt to move, whether it is consumers, sales channels, competitors, or influencers.
d) Finally, you need a specific performance result, linking the market impact to a specific result on the brand, either making the brand more powerful or more profitable.
Here are marketing plan examples of strategic objective statements. You’ll see how we use the a + b + c +d approach for the various types of strategies.
Writing your strategy statements
The method I use creates very long strategic objective statement first, before writing a pithier version of the strategic statement. You will notice the wording feels quite chunky and far too long. Once you have three steadfast strategic objective statements, you can narrow them down to a headline.
How to lay out each strategy
Your effort in writing these clunky statements will not go to waste. Once you have decided on your top three strategies, you can lay out a specific slide to explain each strategy within your presentation.
- Include the clunky strategic objective statement (told you it would not go to waste).
- The goals measure the ideal result of this strategy.
- Then, list three tactical programs, where you will invest your resources.
- I also insert a “watch out statement” to show I am proactively addressing any issue I feel could derail my presentation.
Get our ideal Brand Plan format in a downloadable PowerPoint file
Our marketing training programs to help brand leaders reach their full potential
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Our playbooks will show you new ways for how to think, define, plan, execute and analyze your brand
- You will find new strategic thinking models and examples for each of the four strategic thinking methods, looking at core strength, competitive, consumer, and situational strategies.
- To define the brand, I provide a tool for writing a brand positioning statement as well as a consumer profile and a consumer benefits ladder. I have created lists of potential functional and emotional benefits to kickstart your thinking on brand positioning. We show a step-by-step process to come up with your brand idea and bring it all together with a tool for writing the ideal brand concept.
- For brand plans, I provide formats for a long-range brand strategy roadmap and the annual brand plan with definitions for each planning element. From there, I show how to build a brand execution plan that includes the marketing communications plan, innovation process, and sales plan.
- To grow your brand, I show how to make smart decisions on marketing execution with chapters on how to write a creative brief, how to make decisions on creative advertising and how to lead the media choices.
- When it comes time for analyzing the performance of your brand, I provide all the analytical tools you need to lead a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.
You will learn everything you need to know so you can run your brand and be successful in your marketing career.
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