{"id":30750,"date":"2022-07-15T09:00:00","date_gmt":"2022-07-15T09:00:00","guid":{"rendered":"https:\/\/toggl.com\/blog\/?p=30750"},"modified":"2024-06-15T07:41:34","modified_gmt":"2024-06-15T07:41:34","slug":"how-to-create-a-marketing-project-plan","status":"publish","type":"post","link":"https:\/\/toggl.com\/blog\/how-to-create-a-marketing-project-plan","title":{"rendered":"How To Create A Marketing Project Plan: A Step-by-Step Guide"},"content":{"rendered":"\n<p>When you think of \u201cbig marketing mistakes\u201d, you might think of that episode of The Office where Michael accidentally gives their biggest customer a Golden Ticket for a 50% discount.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"400\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/biggest-marketing-mistake.gif\" alt=\"\" class=\"wp-image-30751\"\/><\/figure>\n<\/div>\n\n\n<p>And yes, giving away too much of your value for free is bad.<\/p>\n\n\n\n<p>But actually, one of the biggest mistakes marketers make is:<strong> failing to plan.<\/strong><\/p>\n\n\n\n<p>You can have access to the <a href=\"https:\/\/toggl.com\/blog\/marketing-project-management-software\">best marketing project management tools<\/a> but without a clear, documented marketing plan you&#8217;re bound to fail.<\/p>\n\n\n\n<p>According to CoSchedule, marketers who plan are <a href=\"https:\/\/coschedule.com\/marketing-statistics\" target=\"_blank\">three times more likely<\/a> to be successful than those who don\u2019t.<\/p>\n\n\n\n<p>In this blog, we\u2019ve broken down everything you need to know on how to put together a marketing plan, including examples and templates.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">What is a marketing project plan?<\/h2>\n\n\n\n<p>A marketing project plan is a report or presentation in which you outline your marketing strategy. It covers your marketing goals, the steps you will take to achieve these goals, and how to measure them. This could be for a specific period, for example, the next quarter or year, or for a specific event, such as a product launch.&nbsp;<\/p>\n\n\n\n<p>We\u2019ll get into the specifics of what\u2019s included in a marketing plan in a minute, but their basic purpose is to outline:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your goals and the metrics you\u2019ll use to measure them<\/li>\n\n\n\n<li>The challenges you face in reaching them<\/li>\n\n\n\n<li>The actions you\u2019ll take and resources required to overcome these<\/li>\n<\/ul>\n\n\n\n<p><strong>It\u2019s the document your superiors will use to understand the project, that the marketing team will work from throughout, and that you\u2019ll use to keep the whole thing on track.<\/strong><\/p>\n\n\n\n<p>Common formats for marketing plans are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Microsoft Word<\/li>\n\n\n\n<li>Microsoft Excel<\/li>\n\n\n\n<li>Microsoft Powerpoint<\/li>\n\n\n\n<li>Equivalent products in Google Drive, e.g., Slides<\/li>\n<\/ul>\n\n\n\n<p>We\u2019ll show you more examples below, but here\u2019s a quick example of an <a href=\"https:\/\/www.projectmanager.com\/wp-content\/uploads\/2021\/07\/Free_Marketing_Plan_Template_ProjectManager_ND.docx\" target=\"_blank\">MS Word marketing plan<\/a> by ProjectManager for now:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"982\" height=\"738\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-project-plan-example.jpg\" alt=\"Example marketing project plan\" class=\"wp-image-30752\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-project-plan-example.jpg 982w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-project-plan-example-300x225.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-project-plan-example-538x404.jpg 538w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-project-plan-example-112x84.jpg 112w\" sizes=\"auto, (max-width: 982px) 100vw, 982px\" \/><\/figure>\n<\/div>\n\n\n<p>In a nutshell, a marketing plan helps you:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Define the scope of the project (and minimize <a href=\"https:\/\/toggl.com\/blog\/project-scope-creep\">project scope creep<\/a>!)<\/li>\n\n\n\n<li>Set out a timeline for completion and allocate resources<\/li>\n\n\n\n<li>Measure your success and adjust your tactics as your project evolves<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Marketing strategy vs. marketing plan: what\u2019s the difference?<\/h3>\n\n\n\n<p>The difference between a marketing strategy and a marketing plan is subtle but important.&nbsp;<\/p>\n\n\n\n<p>A marketing strategy is all about high-level thinking \u2013 that means how you\u2019re:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Communicating your company values&nbsp;<\/li>\n\n\n\n<li>Achieving your goals for long-term growth<\/li>\n\n\n\n<li>Securing a competitive advantage&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>A marketing plan, on the other hand, is the more specific, day-to-day actions that will get you there.&nbsp;<\/p>\n\n\n\n<p>It\u2019s a symbiotic relationship: a marketing plan needs a strong strategy to guide it, and a marketing strategy is useless if not accompanied by a good plan.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9 elements of a marketing plan<\/h3>\n\n\n\n<p>No two marketing projects are the same, so it follows that no two marketing plans will be either. However, most successful marketing plans will usually have these nine elements in common.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">1. Target market&nbsp;<\/h4>\n\n\n\n<p>If you\u2019re working on an email marketing campaign, this might be which segments of the target audience you\u2019ll be engaging. If you\u2019re launching a new product it\u2019ll mean outlining your ICP, or Ideal Customer Profile.<\/p>\n\n\n\n<p>Buyer personas are useful to document your ICP. Here&#8217;s an example buyer persona template.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"791\" height=\"1024\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-791x1024.webp\" alt=\"Example buyer persona for your marketing project plan \" class=\"wp-image-30753\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-791x1024.webp 791w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-232x300.webp 232w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-768x994.webp 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-1187x1536.webp 1187w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template-940x1217.webp 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/buyer-persona-template.webp 1236w\" sizes=\"auto, (max-width: 791px) 100vw, 791px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/www.singlegrain.com\/buyer-personas\/complete-guide-developing-using-buyer-personas\/\" target=\"_blank\">Source<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">2. Project goals<\/h4>\n\n\n\n<p>Without goals in place, your marketing plan is dead in the water. They should be SMART \u2013 that is Specific,&nbsp;Measurable, Achievable, Realistic, and Time-bound.<\/p>\n\n\n\n<p>In short, SMART goals are specific targets you want to hit in a defined period. Advantages for setting SMART goals include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set clear, unambiguous goals for your marketing team<\/li>\n\n\n\n<li>Provide a way to measure progress and course correct if necessary<\/li>\n\n\n\n<li>Prevent your team from wasting resources on irrelevant work<\/li>\n\n\n\n<li>Build confidence with realistic and achievable goals<\/li>\n\n\n\n<li>Set clear start and end dates for your marketing projects<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s an <a href=\"https:\/\/blog.hubspot.com\/marketing\/smart-goal-examples\" target=\"_blank\">example SMART goals planning template<\/a> from HubSpot.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-1024x456.jpg\" alt=\"Define SMART goals for your marketing plan\" class=\"wp-image-30765\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-1024x456.jpg 1024w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-300x134.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-746x332.jpg 746w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-1152x513.jpg 1152w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template-112x50.jpg 112w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/hubspots-smart-goals-template.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">3. Competitive analysis<\/h4>\n\n\n\n<p>A competitor analysis might seem like it\u2019s more relevant to a product launch project, but it\u2019s equally important to your marketing efforts. <\/p>\n\n\n\n<p>Depending on your marketing campaign, your competitive analysis can take different forms. For example, to analyze your SEO competition, you want to know:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who are my SEO competitors?<\/li>\n\n\n\n<li>How does a competitor&#8217;s content on Google?<\/li>\n\n\n\n<li>Am I missing any content that my competitors have?<\/li>\n\n\n\n<li>What kind of content drives results for my competition?<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s an <a href=\"https:\/\/moz.com\/seo-competitor-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">example SEO competition analysis<\/a> by Moz to include in your marketing plan:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"422\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-1024x422.png\" alt=\"SEO Competitor analysis to include in your marketing plan\" class=\"wp-image-30766\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-1024x422.png 1024w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-300x124.png 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-768x317.png 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-1536x633.png 1536w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis-940x388.png 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/seo-competition-analysis.png 1741w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">4. Strategies<\/h4>\n\n\n\n<p>Now\u2019s the time to define the important elements of your brand\u2019s strategy. This will include things like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your value proposition<\/li>\n\n\n\n<li>Your brand positioning<\/li>\n\n\n\n<li>Your mission statement<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s an example of a brand strategy slide from a brand marketing plan. It includes a brand strategy roadmap, which you can <a href=\"https:\/\/toggl.com\/blog\/what-is-a-project-roadmap\">find out more about here<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"529\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/brand-strategy-roadmap.jpg\" alt=\"Include a marketing strategy roadmap in your marketing plan\" class=\"wp-image-30767\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/brand-strategy-roadmap.jpg 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/brand-strategy-roadmap-300x169.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/brand-strategy-roadmap-768x432.jpg 768w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">5. Budget<\/h4>\n\n\n\n<p>The last thing you want to do when you\u2019re outlining your big vision for brand expansion is crunched the numbers, but look at it this way: if you don\u2019t crunch them now, they\u2019ll come back to bite you later.<\/p>\n\n\n\n<p>You need to budget for any costs, such as:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Paid ads<\/li>\n\n\n\n<li>Focus groups&nbsp;<\/li>\n\n\n\n<li>Visual assets<\/li>\n\n\n\n<li>PR<\/li>\n\n\n\n<li>And more<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s an example of a product marketing budget in Google Sheets:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"599\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget-1024x599.jpg\" alt=\"Marketing plan budget\" class=\"wp-image-30768\" style=\"width:840px;height:491px\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget-1024x599.jpg 1024w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget-300x176.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget-768x449.jpg 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget-940x550.jpg 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/marketing-plan-budget.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">6. Responsibilities and resource planning<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/toggl.com\/blog\/resource-planning-guide\">resource plan<\/a> is a key component of any plan. <\/p>\n\n\n\n<p>It involves identifying, acquiring, and assigning resources for your marketing project in order to meet the goals. Resources can be anything including people, tools, facilities, materials, or monetary budget.<\/p>\n\n\n\n<p>The resource allocation process involves the following steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create your marketing project&#8217;s timeline.<\/li>\n\n\n\n<li>Identify resources you&#8217;ll need to get the project done.<\/li>\n\n\n\n<li>Find and book available resources.<\/li>\n\n\n\n<li>Create a plan for acquiring unavailable resources.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">7. Metrics and measurements<\/h4>\n\n\n\n<p>Setting your metrics at the start of the project gives you the ability to track the success of the project in real-time and makes it clear to everyone on board what success would look like.<\/p>\n\n\n\n<p>The best metrics will depend on your overall objectives.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><strong>Example objectives<\/strong><\/th><th><strong>Potential marketing metrics<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Getting new subscribers for an online service<\/td><td>Conversions, cost per acquisition (CPA)<\/td><\/tr><tr><td>Generating new leads for your sales team<\/td><td>Cost per lead (CPL), lead-to-customer conversion rate, Marketing Qualified Lead (MQL) to Sales Qualified Lead (SQL) ratio<\/td><\/tr><tr><td>Increasing traffic to a content site<\/td><td>Click-through rate (CTR), engaged time<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Remember, though: beware of vanity metrics that look good on a graph but don\u2019t give a reliable indicator of engagement, for example, social media impressions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">8. Tasks and schedule&nbsp;<\/h4>\n\n\n\n<p>Do you know what we call a plan without a clear schedule attached to it? Just a nice idea.<\/p>\n\n\n\n<p>Here\u2019s a template to for creating a digital marketing plan <a href=\"https:\/\/www.exceltemp.com\/project-task-list-template-excel\/\" target=\"_blank\" rel=\"noreferrer noopener\">in Excel<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"344\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/project-task-list.jpg\" alt=\"Marketing project task list template\" class=\"wp-image-30770\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/project-task-list.jpg 750w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/project-task-list-300x138.jpg 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n<\/div>\n\n\n<p>Alternatively, you can also use a <a href=\"https:\/\/toggl.com\/blog\/visual-project-management-tools\">visual planning tool<\/a> like Toggl Plan to plan a timeline for your marketing project.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"592\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan.jpg\" alt=\"Sample marketing website project plan in Toggl Plan\" class=\"wp-image-26539\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan.jpg 1000w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan-300x178.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan-768x455.jpg 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan-230x137.jpg 230w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2021\/05\/sample-website-project-plan-940x556.jpg 940w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">9. Executive summary<\/h4>\n\n\n\n<p>We know what you\u2019re thinking \u2013 doesn\u2019t this usually go at the top of a marketing plan?<\/p>\n\n\n\n<p>You\u2019re absolutely right. But the reason we\u2019ve left this part till the end of this list is that it\u2019s actually the last thing you\u2019ll write as part of your marketing plan.<\/p>\n\n\n\n<p>The executive summary takes everything we\u2019ve just discussed and boils it down into a brief overview at the start of the marketing plan.<\/p>\n\n\n\n<p>Learn more about <a href=\"https:\/\/www.inc.com\/guides\/2010\/09\/how-to-write-an-executive-summary.html\" target=\"_blank\" rel=\"noreferrer noopener\">how to write an executive summary<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to create a marketing plan<\/h2>\n\n\n\n<p>Now that you know the key elements of a great marketing plan, it\u2019s time to get yours written. Here\u2019s how to create a stellar marketing plan \u2013 in seven steps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Identify stakeholders<\/h3>\n\n\n\n<p>The stakeholders are the people you need to please with this marketing plan, and you\u2019ve got to identify them and what their needs are before you begin.<\/p>\n\n\n\n<p>Examples of who your stakeholders might be:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Internal stakeholders<\/strong><\/th><th><strong>External stakeholders<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Employees, e.g., managers<\/td><td>Suppliers<\/td><\/tr><tr><td>Owners, e.g., CEO<\/td><td>Customers<\/td><\/tr><tr><td>The board of directors<\/td><td>Intermediaries<\/td><\/tr><tr><td>Project managers (yes, this means you, too!)<\/td><td>Clients<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Identifying which ones are the most important to this project and what their distinct needs are can guide your strategy and priorities.<\/p>\n\n\n\n<p>For example, let\u2019s say you\u2019re running a campaign to generate leads for your sales team. Your sales team is a stakeholder in this campaign. You\u2019ll need to consult them to find out their needs\u2014not just high-level goals like \u201cget more leads\u201d, but things like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What does a qualified lead look like for them?<\/li>\n\n\n\n<li>What information do they need to contact these leads?<\/li>\n\n\n\n<li>How many leads do they need to meet their sales targets?<\/li>\n<\/ul>\n\n\n\n<p>You can\u2019t afford to skip this stage\u2014only <a href=\"https:\/\/assets.kpmg\/content\/dam\/kpmg\/nz\/pdf\/July\/projectmanagementsurvey-kpmg-nz.pdf\" target=\"_blank\">one in three organizations<\/a> deliver projects that are likely to achieve stakeholder satisfaction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Assemble your team<\/h3>\n\n\n\n<p>This is self-explanatory, right? To get the job done properly, you need the right people working on it.<\/p>\n\n\n\n<p>Most project teams have only 6-10 people on them. The old saying \u201ctoo many cooks spoil the broth\u201d is as true in marketing as it is in the kitchen.<\/p>\n\n\n\n<p>Instead, focus on getting a small group of people who have the right expertise, experience, and authority to get the job done.<\/p>\n\n\n\n<p>For example, in a content marketing project you might need:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A project manager (that\u2019s you)<\/li>\n\n\n\n<li>An SEO expert<\/li>\n\n\n\n<li>A content writer<\/li>\n\n\n\n<li>A <a class=\"wpil_keyword_link\" href=\"https:\/\/toggl.com\/blog\/how-to-hire-social-media-manager\" title=\"social media manager\" data-wpil-keyword-link=\"linked\">social media manager<\/a> to promote the content<\/li>\n<\/ul>\n\n\n\n<p>Learn more about how to assemble your team in our <a href=\"https:\/\/toggl.com\/blog\/resource-allocation\">resource allocation guide<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Create a communication plan<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.workamajig.com\/blog\/project-management-statistics\" target=\"_blank\">29% of project failures<\/a> are due to poor communication.<\/p>\n\n\n\n<p>A documented <a href=\"https:\/\/toggl.com\/blog\/project-communication-plan\">project communication plan<\/a> could mean a difference between success and failure. <\/p>\n\n\n\n<p>Decide how your team will communicate with each other from the outset, for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The medium you\u2019ll use, e.g., email, Slack, Microsoft Teams<\/li>\n\n\n\n<li>How often you\u2019ll meet to discuss the project&nbsp;<\/li>\n\n\n\n<li>What the chain of command is \u2013 who should your team members go to with questions and concerns?<\/li>\n<\/ul>\n\n\n\n<p>One great way of increasing transparency and communication in marketing projects is through <a href=\"https:\/\/toggl.com\/track\/team-time-management\/\">effective time tracking<\/a>.<\/p>\n\n\n\n<p>Some tasks will take longer than you expected them to\u2014that\u2019s just life. With <a class=\"wpil_keyword_link\" href=\"https:\/\/toggl.com\/\" title=\"time tracking\" data-wpil-keyword-link=\"linked\">time tracking<\/a>, you can see when this is happening and react accordingly, whether by allocating more resources or having another team member jump in to help<\/p>\n\n\n\n<p>This can help to reduce the stress of ambitious projects because team members are all on the same page, and they can work more efficiently together and independently, too.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Create a task list<\/h3>\n\n\n\n<p>Creating a task list for your project seems daunting at first, but we believe it can be broken down into three easy steps:\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Establish project scope<\/strong>. What\u2019s your job in this project, and what do you not need to worry about?<\/li>\n\n\n\n<li><strong>Create a work breakdown structure (<a class=\"wpil_keyword_link\" href=\"https:\/\/toggl.com\/blog\/work-breakdown-structure\" title=\"WBS\" data-wpil-keyword-link=\"linked\">WBS<\/a>)<\/strong>. Divide the project into phases you can then use to bucket your tasks \u2013 for example, market research might be the first phase of a product marketing campaign.<\/li>\n\n\n\n<li><strong>Break each work phase into tasks<\/strong>. Within the market research example, you might have tasks like \u201cput together focus groups\u201d, \u201cwhite paper\u201d, or \u201ccase study.\u201d<\/li>\n<\/ol>\n\n\n\n<p>Your project&#8217;s activities should be ranked according to stakeholder priorities. For internal tasks consider using these <a href=\"https:\/\/toggl.com\/blog\/how-to-prioritize-tasks\">prioritization techniques<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Make a schedule for your marketing plan<\/h3>\n\n\n\n<p>We\u2019ve already shown you what a schedule in a marketing plan can look like in Excel, but there are numerous drawbacks to scheduling your marketing plan in a static document.<\/p>\n\n\n\n<p>One of the biggest ones is its lack of interactivity, particularly when it comes to integrating with other platforms. There are many more sophisticated project management tools out there that allow you to see not just your team\u2019s work for this one project, but to compare this to their other priorities, including milestones and deliverables.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"482\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/07\/toggl-plan-project-timeline.jpg\" alt=\"Toggl Plan's visual project timeline\" class=\"wp-image-22221\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/07\/toggl-plan-project-timeline.jpg 720w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/07\/toggl-plan-project-timeline-300x201.jpg 300w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><figcaption class=\"wp-element-caption\">Toggl Plan&#8217;s <a href=\"https:\/\/toggl.com\/plan\/use-cases\/project-planning\">visual project timeline<\/a> helps you make and adjust plans quickly with simple drag and drop.<\/figcaption><\/figure>\n<\/div>\n\n\n<p>A visual project schedule helps you identify the milestones, gaps, risks, and resources required for your marketing campaign.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. Generate a risk management plan<\/h3>\n\n\n\n<p>Risk management practices are widely used across most organizations \u2013 <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\">only 3% of organizations<\/a> say they never use risk management practices, while 27% say they always do.<\/p>\n\n\n\n<p>One way that you can anticipate risk is by doing a SWOT analysis. That\u2019s an overview of your:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strengths<\/li>\n\n\n\n<li>Weaknesses<\/li>\n\n\n\n<li>Opportunities<\/li>\n\n\n\n<li>Threats<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s an example of what this looks like for a local Thai restaurant:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"898\" height=\"285\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/local-thai-restaurant-swot-analysis.webp\" alt=\"Marketing SWOT analysis for a local Thai restaurant\" class=\"wp-image-30772\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/local-thai-restaurant-swot-analysis.webp 898w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/local-thai-restaurant-swot-analysis-300x95.webp 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/local-thai-restaurant-swot-analysis-768x244.webp 768w\" sizes=\"auto, (max-width: 898px) 100vw, 898px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/blog.hubspot.com\/marketing\/swot-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">Source<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Another important step in preparing for risk factors in your marketing project is to utilize an <a href=\"https:\/\/toggl.com\/blog\/agile-planning\">agile planning model<\/a>.<\/p>\n\n\n\n<p>Originally conceived by software development teams, agile planning is all about using an iterative approach where you\u2019re constantly evaluating and re-evaluating your methods as the project goes on.<\/p>\n\n\n\n<p>Instead of sticking to your original plan through thick and thin, if something\u2019s not working, you change it up. This minimizes the risk of total project failure, while also building on our final point.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. Monitoring and reporting<\/h3>\n\n\n\n<p>We\u2019ve already spoken about the importance of project time management. Tracking and regular reporting are key to delivering projects on time and successfully, and one way of doing this is through the time tracking tools as we mentioned earlier.<\/p>\n\n\n\n<p>These will help you flag if team members are falling behind, as well as show you how much has been done on the project to date.<\/p>\n\n\n\n<p>Throughout your project, you should constantly monitor your key metrics. And in fact, many good marketing project plans have a space for this kind of reporting built into them.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Marketing plan examples<\/h2>\n\n\n\n<p>We\u2019ve already seen some snippets from marketing plans but here are three marketing project plan examples.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Lush<\/h3>\n\n\n\n<p>We showed this briefly above, but this marketing project plan example from Lush in Portugal exhibits almost all of the features we\u2019ve outlined in this blog.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"706\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example-1024x706.jpg\" alt=\"Lush marketing project plan example\" class=\"wp-image-30776\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example-1024x706.jpg 1024w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example-300x207.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example-768x529.jpg 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example-940x648.jpg 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/lush-marketing-project-plan-example.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">2. Gantt project plan<\/h3>\n\n\n\n<p>A Gantt chart is simply a chart that illustrates a project schedule. This marketing plan template from Microsoft gives you a good idea of how it looks and is like an offline version of <a href=\"https:\/\/toggl.com\/blog\/time-management-tools\">time management tools<\/a> like Toggl.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"401\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/05\/project-plan-timeline.png\" alt=\"Gantt timeline project plan example for a hiring team\" class=\"wp-image-20430\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/05\/project-plan-timeline.png 720w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2020\/05\/project-plan-timeline-300x167.png 300w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. Microsoft Word<\/h3>\n\n\n\n<p>This simple marketing project plan example is created in Word. In just four pages, it offers a condensed version of what we\u2019ve discussed above.<\/p>\n\n\n\n<p>This streamlined format is ideal for simpler or shorter-term projects, or if you only have a limited time to present an overview of your project\u2014for example, in a company updates meeting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"694\" src=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato-1024x694.jpg\" alt=\"MS Word project plan template from Envato\" class=\"wp-image-30778\" srcset=\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato-1024x694.jpg 1024w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato-300x203.jpg 300w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato-768x520.jpg 768w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato-940x637.jpg 940w, https:\/\/toggl.com\/blog\/wp-content\/uploads\/2022\/07\/ms-word-project-plan-template-envato.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/elements.envato.com\/marketing-plan-ms-word-indesign-26W4CWP\" target=\"_blank\" rel=\"noreferrer noopener\">Source<\/a><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create the Perfect Marketing Project Plan<\/h2>\n\n\n\n<p>Designing a dynamite marketing project plan is only the beginning. Now you\u2019ve got all the information you need to do it, it\u2019s up to you to see it through. But you\u2019re not on your own\u2014with these tips under your belt and <a href=\"https:\/\/toggl.com\/blog\/marketing-project-management-software\">the right planning tools<\/a>, we know you\u2019ve got what it takes to lead an amazing marketing project.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how to create a successful marketing plan, including marketing project plan examples and marketing plan templates.<\/p>\n","protected":false},"author":607,"featured_media":31912,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[851],"tags":[],"class_list":["post-30750","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Create A Marketing Project Plan: A 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