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1,2,3
Marketing
   Tree




   !!!"#$%&'()%*+,-(."#')/0123"456"7528
1, 2, 3
Everyone uses slightly different
words to talk about what they
do. For simplicity, we use
“organization” to refer to a
nonprofit or a foundation,
and “supporters” to refer
 to donors/volunteers
/patrons, etc.




                                   What do a tree and marketing have in
                                   common? Anyone can plant a tree and anyone
                                   can do marketing. The trick in both cases is
                                   knowing how to make it grow and thrive.
                                   With the 1, 2, 3 Marketing Tree, you can
                                   market your mission with confidence.


                                    1   Define WHAT marketing success looks
                                        like for your organization.



                                    2
                                        Identify WHO you need to reach for your
                                        marketing to be successful.



                                    3
                                        Figure out HOW to most effectively
                                        reach your ideal supporters.




                                                   First thing’s first —
                                                turn the page and do the
                                             1, 2, 3 Marketing Assessment.




                                                         /0/!!!"#$%&'()%*+,-(."#')/0/123"456"7528
WHO                  HOW
    WHAT          2. __________
                                        3. __________
1. __________                           8. __________
                  4. __________
6. __________                           10. __________
                  5. __________
7. __________                           13. __________
                  9. __________
11. __________                          15. __________
                  14. __________
12. __________
                                        TOTAL: ________
                  TOTAL: ________
TOTAL: ________




                  /0/!!!"#$%&'()%*+,-(."#')/0/123"456"7528
Tree
                                      eting
                                                                                                                                                                                             For more tools and resources
                                                                                                                                                                                               to help you market your




                                   ark
                                                                                                                                                                                                mission with confidence,
                                                                                                                                                                                                 visit our DIY page at



                            M
                                                                                                                                                                                            !!!"#$%&'()%*+,-(."#')/012/




                ,3
                                                                3c. Now imagine you get a call from your ideal
                                                                    supporter. Tell them why they should work with you.

                                                                                                                                      Mechanisms
                                Message
   2
                                                                                                                             3d. List the top three ways (e.g. flyers,
                                                                                                                             3d. website,top 3 mechanisms (e.g. flyers,
                                                                                                                                 List the Facebook, etc.) you will reach
1,
                                                                                                                                 website, Facebook, etc.) you will use over
                                                                                                                                 your ideal supporters over the next year.
                                                                                                                                 Assign who will be inyour ideal supporters.
                                                                                                                                 the next year reach charge of making
                                                                                                                                 each one happen andcharge of making
                                                                                                                                 Assign who will be in by when.
                                                                                                                                 each one happen and by when.                   Measurement
         3a. If your marketing is successful,
                                                                                                                                                                               3e. How will you measure
             in one year you will be known      3b. Imagine you are at a cocktail party. What would                                                                                the success of each
             as the organization that…              you say if someone asked: “What do you do?”                                                                                    marketing mechanism?




                                                                                                3       Finally, figure out HOW
                                                                                                        to most effectively reach
                                                                                                        your ideal supporters.




  2a. Name some common characteristics of                                                                   HOW
      your best supporters – past and present.                                                                                                                             2d. Based on what you know
                                                          2b. Why do your best supporters say                                 2c. How do your best supporters                  of your best supporters,
                                                              they like working with you?                                         find out about you?                          describe your ideal one.




                                                                                                  2         Next, identify WHO
                                                                                                            you need to reach
                                                                                                            for your marketing
                                                                                                            to be successful.




        1b. What do you do best?                                 1c. Who is your competition?
                                                                                                         WHO                               1d. What differentiates you from your competition?




                                                                                                                                      1e. What will be different for your organization one year from
 1a. What does your organization offer?                                                                                                   now if your marketing is successful?




                                                                                                1      First, define WHAT
                                                                                                       marketing success
                                                                                                       looks like for your
                                                                                                       organization.




                                                                                                      WHAT
                      Write your
                  organization’s name
                         here.




                                                                                                                                                       !!!"#$%&'()%*+,-(."#')/0123"456"7528
Tree
                                                                                                                                                                                               For more tools and resources




                                      eting
                                                                                                                                                                                                 to help you market your




                                   ark
                                                                                                                                                                                                 mission with confidence,
                                                                                                                                                                                                  visit our DIY page at




                  3M
                                                                                                                                                                                              !!!"#$%&'()%*+,-(."#')/012/

                                                                3c. Now imagine you get a call from your ideal



                ,
                                                                    supporter. Tell them why they should work with you.

                                                                   J,S*,496,4'($24'*.%(1A%-'(41(4=,%>$,496%946%84
                                                                                                                                       Mechanisms
                                Message
   2
                                                                   9*%1(,047'$B(9,,*84!6'4#%(4)%+,48B*,496%94                3d. List the top three ways (e.g. flyers,
                                                                   $'!51(#'),;48,(1'*84$171(.4!19640,<*,881'(46%7,4          3d. website,top 3 mechanisms (e.g. flyers,
                                                                                                                                 List the Facebook, etc.) you will reach
1,

                                                                   96,4?,894#%*,4<'881?$,"4J,4!'B$04$'7,49'46%7,4                website, Facebook, etc.) you will use over
                                                                                                                                 your ideal supporters over the next year.
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                                                                                                                                 the next year reach charge of making
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                                                                                                                                 Assign who will be in by when.
                                                                                                                                 each one happen and by when.                   Measurement
         3a. If your marketing is successful,                                                                                       W"4X$1,*8;4%84!'*04':4)'B9646%84?,,(4      3e. How will you measure
             in one year you will be known      3b. Imagine you are at a cocktail party. What would                                 'B*4$,%01(.48'B*#,4':4(,!40'('*8/
                                                                                                                                                                                   the success of each
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                                                                                                                                                                                   marketing mechanism?
                                                                                                                                    O"4=,)1(%*848'496%94<,'<$,4#%(48,,4
                                                                                                                                    V*8956%(046'!4!,4%<<*'%#6496184
                                                          J,46,$<4$'!51(#'),48,(1'*84!6'46%7,4                                      188B,/=B,49'4#*,%9,4#%$,(0%*4':4
           <*'710,8496,4?,894#%*,4                        ?,,(401%.('8,04!19640,<*,881'(49'4$17,4                                   ,7,(984?24X,?4WL96"4                       U'(96$2;4!,4!1$$4*,71,!4
           <'881?$,4:'*4$'!51(#'),4                                                                                                                                            96,4:B(0*%181(.4*,7,(B,4




                                                                                                3
                                                          6%<<2;46,%$9624$17,841(496,4#'):'*94':4                                   Z"4['#%$4IYT489%-'(4%84'B*4?,894
           ,$0,*$2;41(01710B%$84!6'4                      96,1*4'!(46'),8"                                                          0'('*84$189,(/Y%949'41(7,8-.%9,4           !,46%7,4.,(,*%9,04%(04
           6%7,4?,,(401%.('8,04                                                                                                     '<-'(84%(04#'8984?24U%*#64W89"             9*%#+496,4(B)?,*4':4
                                                                                                        Finally, figure out HOW
           !19640,<*,881'("                                                                             to most effectively reach
                                                                                                                                                                               #$1,(9848,*7,0"
                                                                                                        your ideal supporters.




  2a. Name some common characteristics of                                                                   HOW
      your best supporters – past and present.                                                                                                                               2d. Based on what you know
                                                          2b. Why do your best supporters say                                 2c. How do your best supporters                    of your best supporters,
                                                              they like working with you?                                         find out about you?                            describe your ideal one.



                                                      N6,248%2496,248,,4'B*4!'*+4%84<*'7101(.4
                                                                                                                                                                                  U100$,4%.,0;4:,)%$,;4(B*8,4




                                                                                                  2
        J'),(;4)%**1,04!1964                          #'(-(B1924':4#%*,4:'*496,1*4'!(4<%-,(98"4
                                                                                                                                                                                  '*40'#9'*;4!1964018#*,-'(%*24
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                                                      96,24!'(S94*,#,17,496,46,$<4':49*%1(,04               Next, identify WHO
                                                                                                                                                                                  1(#'),4!6'4B(0,*89%(08496,4
        '*4(B*8,8;4%.,4PL4Q4RM"                                                                                                        #'$$,%.B,84'*4:*1,(084%94!'*+"             ?,(,V984':4*,.B$%*47181984:'*4
                                                      <*':,881'(%$84%(0496%9496184184#*1-#%$49'4            you need to reach
                                                                                                            for your marketing                                                    ,$0,*$248,(1'*8401%.('8,04
                                                      96,1*4!,$$5?,1(."4
                                                                                                            to be successful.                                                     !19640,<*,881'(41(4$'!5
                                                                                                                                                                                  1(#'),4#'))B(1-,8"




        1b. What do you do best?                                 1c. Who is your competition?
                                                                                                          WHO                               1d. What differentiates you from your competition?




                                                                      @96,*4'*.%(1A%-'(8496%94<*'710,4                                  E$$4':4'B*4C1(56'),471819'*8F4%*,47'$B(9,,*4<*':,881'(%$4
                                                                      1(56'),47181984:'*4$'!51(#'),;4                                   (B*8,84!6'46%7,4?,,(49*%1(,041(49*,%-(.40,<*,881'("4
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                                                                      G@B*4#B**,(940'('*84%$8'4.17,4
                                                                      )'(,249'496,)"H




                                                                                                                                        1e. What will be different for your organization one year from
 1a. What does your organization offer?                                                                                                     now if your marketing is successful?




                                                                                                1
                                                                                                                                               J,4!1$$46%7,41(#*,%8,04'B*4:B(01(.4?24KLM;MMM49'4
                     3%1$241(56'),47181984:'*4$'!51(#'),;4                                             First, define WHAT                      %#61,7,4%(4'(.'1(.4%((B%$4?B0.,94':4KLMM;MMM"44
                                                                                                       marketing success
                     ,$0,*$24<,'<$,41(4=,%>$,4!6'46%7,4                                                                                        N618418496,4%)'B(94(,,0,049'4)%1(9%1(4'B*4#B**,(94
                                                                                                       looks like for your
                     ?,,(401%.('8,04!19640,<*,881'("                                                                                           $,7,$84':4#%*,4<$B848,*7,4OL4(,!4#$1,(984,%#642,%*"
                                                                                                       organization.




                                                                                                      WHAT
                      Write your
                  organization’s name
                         here.




                                                 -)$.-/0
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                                  !"#$%&#'!()*+',

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Nonprofit Marketing Plan Template

  • 1. 1,2,3 Marketing Tree !!!"#$%&'()%*+,-(."#')/0123"456"7528
  • 2. 1, 2, 3 Everyone uses slightly different words to talk about what they do. For simplicity, we use “organization” to refer to a nonprofit or a foundation, and “supporters” to refer to donors/volunteers /patrons, etc. What do a tree and marketing have in common? Anyone can plant a tree and anyone can do marketing. The trick in both cases is knowing how to make it grow and thrive. With the 1, 2, 3 Marketing Tree, you can market your mission with confidence. 1 Define WHAT marketing success looks like for your organization. 2 Identify WHO you need to reach for your marketing to be successful. 3 Figure out HOW to most effectively reach your ideal supporters. First thing’s first — turn the page and do the 1, 2, 3 Marketing Assessment. /0/!!!"#$%&'()%*+,-(."#')/0/123"456"7528
  • 3. WHO HOW WHAT 2. __________ 3. __________ 1. __________ 8. __________ 4. __________ 6. __________ 10. __________ 5. __________ 7. __________ 13. __________ 9. __________ 11. __________ 15. __________ 14. __________ 12. __________ TOTAL: ________ TOTAL: ________ TOTAL: ________ /0/!!!"#$%&'()%*+,-(."#')/0/123"456"7528
  • 4. Tree eting For more tools and resources to help you market your ark mission with confidence, visit our DIY page at M !!!"#$%&'()%*+,-(."#')/012/ ,3 3c. Now imagine you get a call from your ideal supporter. Tell them why they should work with you. Mechanisms Message 2 3d. List the top three ways (e.g. flyers, 3d. website,top 3 mechanisms (e.g. flyers, List the Facebook, etc.) you will reach 1, website, Facebook, etc.) you will use over your ideal supporters over the next year. Assign who will be inyour ideal supporters. the next year reach charge of making each one happen andcharge of making Assign who will be in by when. each one happen and by when. Measurement 3a. If your marketing is successful, 3e. How will you measure in one year you will be known 3b. Imagine you are at a cocktail party. What would the success of each as the organization that… you say if someone asked: “What do you do?” marketing mechanism? 3 Finally, figure out HOW to most effectively reach your ideal supporters. 2a. Name some common characteristics of HOW your best supporters – past and present. 2d. Based on what you know 2b. Why do your best supporters say 2c. How do your best supporters of your best supporters, they like working with you? find out about you? describe your ideal one. 2 Next, identify WHO you need to reach for your marketing to be successful. 1b. What do you do best? 1c. Who is your competition? WHO 1d. What differentiates you from your competition? 1e. What will be different for your organization one year from 1a. What does your organization offer? now if your marketing is successful? 1 First, define WHAT marketing success looks like for your organization. WHAT Write your organization’s name here. !!!"#$%&'()%*+,-(."#')/0123"456"7528
  • 5. Tree For more tools and resources eting to help you market your ark mission with confidence, visit our DIY page at 3M !!!"#$%&'()%*+,-(."#')/012/ 3c. Now imagine you get a call from your ideal , supporter. Tell them why they should work with you. J,S*,496,4'($24'*.%(1A%-'(41(4=,%>$,496%946%84 Mechanisms Message 2 9*%1(,047'$B(9,,*84!6'4#%(4)%+,48B*,496%94 3d. List the top three ways (e.g. flyers, $'!51(#'),;48,(1'*84$171(.4!19640,<*,881'(46%7,4 3d. website,top 3 mechanisms (e.g. flyers, List the Facebook, etc.) you will reach 1, 96,4?,894#%*,4<'881?$,"4J,4!'B$04$'7,49'46%7,4 website, Facebook, etc.) you will use over your ideal supporters over the next year. 2'B4#'),4718194%4#$1,(948'42'B4#%(48,,4V*8956%(04 Assign who will be inyour ideal supporters. the next year reach charge of making 6'!4!,41)<*'7,496,4$17,84':496'8,4!,48,*7," each one happen andcharge of making Assign who will be in by when. each one happen and by when. Measurement 3a. If your marketing is successful, W"4X$1,*8;4%84!'*04':4)'B9646%84?,,(4 3e. How will you measure in one year you will be known 3b. Imagine you are at a cocktail party. What would 'B*4$,%01(.48'B*#,4':4(,!40'('*8/ the success of each as the organization that… you say if someone asked: “What do you do?” =B,4%(04Y%9/Y*1(94?24X,?4WL marketing mechanism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inally, figure out HOW !19640,<*,881'(" to most effectively reach #$1,(9848,*7,0" your ideal supporters. 2a. Name some common characteristics of HOW your best supporters – past and present. 2d. Based on what you know 2b. Why do your best supporters say 2c. How do your best supporters of your best supporters, they like working with you? find out about you? describe your ideal one. N6,248%2496,248,,4'B*4!'*+4%84<*'7101(.4 U100$,4%.,0;4:,)%$,;4(B*8,4 2 J'),(;4)%**1,04!1964 #'(-(B1924':4#%*,4:'*496,1*4'!(4<%-,(98"4 '*40'#9'*;4!1964018#*,-'(%*24 #61$0*,(;4<*%#-#1(.40'#9'*84 N6,24+('!41:4!,40'(S94*,%#64'B949'496,);4 T,:,**%$84:*')496,1*4 96,24!'(S94*,#,17,496,46,$<4':49*%1(,04 Next, identify WHO 1(#'),4!6'4B(0,*89%(08496,4 '*4(B*8,8;4%.,4PL4Q4RM" #'$$,%.B,84'*4:*1,(084%94!'*+" ?,(,V984':4*,.B$%*47181984:'*4 <*':,881'(%$84%(0496%9496184184#*1-#%$49'4 you need to reach for your marketing ,$0,*$248,(1'*8401%.('8,04 96,1*4!,$$5?,1(."4 to be successful. !19640,<*,881'(41(4$'!5 1(#'),4#'))B(1-,8" 1b. What do you do best? 1c. Who is your competition? WHO 1d. What differentiates you from your competition? @96,*4'*.%(1A%-'(8496%94<*'710,4 E$$4':4'B*4C1(56'),471819'*8F4%*,47'$B(9,,*4<*':,881'(%$4 1(56'),47181984:'*4$'!51(#'),;4 (B*8,84!6'46%7,4?,,(49*%1(,041(49*,%-(.40,<*,881'("4 *1(.4]'249'4,$0,*$24<,'<$,4!6'4 ,$0,*$24<,'<$,4!6'4(,,048B<<'*9;4 I'4'96,*4'*.%(1A%-'(41(49'!(4#%(48%2496%9" %*,48B^,*1(.4:*')40,<*,881'(" ,"."4C3'!(9'!(4D%*,4E$$1%(#,F"4 G@B*4#B**,(940'('*84%$8'4.17,4 )'(,249'496,)"H 1e. What will be different for your organization one year from 1a. What does your organization offer? now if your marketing is successful? 1 J,4!1$$46%7,41(#*,%8,04'B*4:B(01(.4?24KLM;MMM49'4 3%1$241(56'),47181984:'*4$'!51(#'),;4 First, define WHAT %#61,7,4%(4'(.'1(.4%((B%$4?B0.,94':4KLMM;MMM"44 marketing success ,$0,*$24<,'<$,41(4=,%>$,4!6'46%7,4 N618418496,4%)'B(94(,,0,049'4)%1(9%1(4'B*4#B**,(94 looks like for your ?,,(401%.('8,04!19640,<*,881'(" $,7,$84':4#%*,4<$B848,*7,4OL4(,!4#$1,(984,%#642,%*" organization. WHAT Write your organization’s name here. -)$.-/0 !!!"#$%&'()%*+,-(."#')/0123"456"7528 !"#$%&#'!()*+',