Create a Marketing Plan in 5 Steps

1. Set goals.

Determine specific goals, set a deadline for these goals to be achieved, then write them down. The old saying, “Its not real until its written down,” is true here. Next, share these goals with your employees and any invested partners. Get everyone on the same page so that they can all help work towards the goal.

2. Pick your tools.

Determine which tools can best help you meet your goals and how they will be used. These can include, but are not limited to, the web, direct mailings, email newsletters, hosted events, relevant trade shows, outdoor or print advertising, or social media. Next, create a plan for use of each tool. Get help if necessary.

3. Form a budget.

Projects are best not left open-ended. In the same way you assigned a deadline for the goal as a time restraint, the goal should also have a financial restraint. Work with your team to create a budget that reflects your vision and achieves your goals. If you end up under-budget, that’s one more thing to celebrate when you achieve your goals.

4. Assign roles.

The easiest and hardest thing to do sometimes it to delegate responsibility for implementing each part of the plan. More than likely you won’t be able to do all aspects of the plan and so you’re going to have to divvy up the responsibilities. Make sure there are built in accountability measures to check performance.

5. Keep track.

Monitor the results of your team members progress and the goal in general. Beware of project creep. Weekly meetings to remind those involved about the plan and its deadlines may help. Lastly, don’t be afraid to make adjustments as necessary. Being an agile company may be what sets you apart from your bigger competitors.