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“If you don’t know where you are going, you’ll end up someplace else.”
— Yogi Berra —
8 Steps to
Creating a Strong Marketing Plan
FACT: Organizations that develop and follow a well-thought-out nonprofit marketing plan grow faster and make a bigger impact than those that don’t.
A holistic marketing strategy will help any size organization connect with prospects and strengthen current connections.
Whether you apply these steps to a single campaign or use them to inform your organization’s marketing strategy for the entire year, you can be sure they’ll help your team increase donations, grow membership numbers, deepen engagement and raise awareness.
Marketing Planning vs. Marketing Plan
Marketing Planning
Marketing planning is selecting a marketing strategy and the tactics to implement it to reach a defined set of goals.
Marketing planning…
involves an assessment of where the company stands in the marketplace;
is a determination of where the company wants to be in the future;
is the creation of marketing actions designed to achieve that future desired position; and
is a provision of determining how the effectiveness of those actions will be evaluated at the end of the operating period.
Marketing Plan
The actual Marketing Plan is the result of this planning process. It is a detailed blueprint that outlines all relevant information required to successfully execute any type of marketing tactic. It will include a detailed description of the tactics needed to reach certain objectives. This plan should be made available to everyone in the organization, so they can refer to these objectives and align their activities to it.
What does a Marketing Plan Look Like?
A simple marketing plan document should include the following sections:
🗒️ (1.0) Executive Summary
Presents a brief overview of the proposed plan for quick management review.
🗒️ (2.0) Current Marketing Situation
Presents relevant background information on the market and competition.
🗒️ (3.0) S.W.O.T. Analysis
Identifies the organization’s main strengths, weaknesses, opportunities and threats.
🗒️ (4.0) Goals and S.M.A.R.T. Objectives
Defines the organization’s primary goal, and objectives that are specific, measurable, achievable, relevant, and time-based that help push progress toward that goal.
🗒️ (5.0) Marketing Strategy
Presents the broad marketing approach that will be used to achieve the plan’s objectives.
🗒️ (6.0) The Tactics
Specifies what marketing platforms will be used to achieve the S.M.A.R.T. Objectives , what will be done, and who will do it.
🗒️ (7.0) Budgets
A projected cost to implement the tactics outlined in the plan.
🗒️ (8.0) Key Performance Indicators
Indicates how the progress of the plan will be monitored.
Below is an 8-step process we will use in creating an effective marketing plan together.
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