Marketing Quarterly/Yearly Planning Customizable PowerPoint Template
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This document is a template for marketing planning and program overview. It includes sections for objectives, strategies, tactics, initiatives, events, and content planning. The overall template allows for customization of marketing goals, tasks, resources, and evaluation metrics. It also provides space to outline specific strategies, programs, campaigns, and content that will be developed and executed over time periods like quarters and years. The level of detail included shows it is meant for high-level marketing program planning and management.
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Marketing Quarterly/Yearly Planning Customizable PowerPoint Template
- 1. Customizable PowerPoint Template Marketing Planning Overview Marketing Planning Overview Date
- 2. Agenda PROGRAM OVERVIEW 1 Example one 2 Example two 3 Example three 4 Example four
- 4. 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.
- 5. 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.
- 7. 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.
- 8. JAN ARCS & PILLARS FEB MAR APR MAY JUN JUL Applicable Event Applicable Event High Level Program Initiative High Level Program Initiative High Level Program Initiative EVENTS AUDIENCE & SEGMENTS Applicable Event Applicable Event Applicable Event Applicable Event Applicable Event Add audience or persona Add audience or persona Add audience or persona ONGOING Nurturing & DB Emails Paid Programs PPC Webinars Social High Level Program Planning Template AVERAGE / MONTH •x programs •x webinars •x live events •x paid programs
- 9. 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
- 10. Program Roadmap TACTIC TACTIC Initiative 1 TACTIC TACTIC TACTIC Initiative 2 TACTIC Initiative 3 TACTIC TACTIC Initiative 4 TACTIC Q3 ‘13 Q4 ‘13 Q1 ‘14 Q2 ‘14
- 11. 1 HC Product Launch Program Plan EVENT LEAD GEN TACTICS EMAIL TACTICS CONTENT 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
- 12. Funnel Analysis: Program A (Webinar Example) WHERE ARE THERE OPPORTUNITIES? Program Launch Date: Goals: List Size: Roughly X% Register ~ X Number Webinar Dates:“ X% Attend – X Number X% Register for Demo – X Number Current List for Program Send (X number of leads) Webinar Sign-Ups (X%) Webinar Attend (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%)
- 13. Campaign Details MARKETING-SALES FUNNEL Awareness / Lead Gen GOAL ACTIVITY Goal 1 Activity 1-5 Goal 2 Activity 1-5 Goal 3 Activity 1-5 Interest Demo Opps Won
- 15. 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
- 16. 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 X Infographics Per Month X Slide Decks Per Quarter X Videos Per Quarter
- 17. Event Planning
- 18. Yearly Events Calendar Events Date Event a Date a Events Activity Activity a Lead Goal Actual Lead # Goal a Lead a
- 19. Yearly Webinar Calendar Webinar Name Date Speakers Registration Goal Actual Registration Webinar a Date a Speaker a Goal a Registration a
- 20. Thank You!
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- Example to show overview