How to Create a Marketing Plan | Step-by-Step Guide
Summary
TLDRIn this video, Mike Plogger from Visme guides viewers through the essential steps to create a winning marketing plan. He covers understanding the purpose, setting goals, analyzing the market, identifying target customers, outlining marketing goals, detailing strategies, and budget considerations. Various Visme templates are also introduced to assist in presenting the plan effectively.
Takeaways
- 📝 Start with a clear understanding of the purpose of a marketing plan to set goals, understand the target audience, and optimize marketing impact.
- 🎯 Include essential components in your marketing plan: short and long-term goals, target audience description, and high-level strategies and tactics.
- 📊 Utilize infographic templates to clarify objectives, audience, and strategies in an easily digestible format.
- 🔍 Conduct thorough market and competition research to analyze strengths, weaknesses, opportunities, and threats (SWOT analysis).
- 👥 Identify and create a detailed persona of your target customer to inform tailored marketing strategies.
- 📈 Set specific, measurable marketing goals with clear deadlines to track progress effectively.
- 🛠️ Develop a comprehensive marketing strategy outlining what needs to be done, how to do it, and the channels to use.
- 📅 Consider using visual aids like infographics or presentations to make your strategy and timeline easy to understand and follow.
- 💰 Detail budget considerations for your marketing plan to manage costs and set financial goals.
- 💼 Explore various Visme templates for different industries to customize and adapt to your specific marketing needs.
- 🌐 Emphasize the importance of creativity and visual presentation to make your marketing plan stand out and be memorable.
Q & A
What is the primary purpose of a marketing plan?
-The primary purpose of a marketing plan is to help set goals, understand the target audience, and optimize the impact of marketing campaigns.
What are the key components that should be included in a marketing plan?
-A marketing plan should include short and long-term marketing goals, a description of the target audience and their persona, and one or more high-level marketing strategies and tactics.
What is the significance of an executive summary in a marketing plan?
-An executive summary is a brief overview of the entire company and the key details of the marketing plan. It highlights the function of the business and the purpose of the plan, providing a quick introduction before delving into the details.
Why is it important to revisit a company's mission, vision, and values in the marketing plan?
-Revisiting a company's mission, vision, and values is important to provide clarity and answer questions about why the marketing plan is structured the way it is. It shows that these elements were considered throughout the planning process.
What is a SWOT analysis and how does it help in marketing planning?
-A SWOT analysis is a strategic planning tool used to identify strengths, weaknesses, opportunities, and threats related to business operations and competition. It helps in presenting research, visualizing the company's path, identifying opportunities, and setting goals.
How should a target customer be identified in a marketing plan?
-A target customer should be identified by creating a detailed persona, including age, income, interests, and values. This helps in creating more informed and tailored marketing strategies.
What is the importance of being specific with marketing goals?
-Being specific with marketing goals is crucial as it helps in setting concrete, measurable objectives. This makes it easier to track progress and ensures that the goals are clear and achievable.
How can a visual representation like an infographic help in presenting a marketing plan?
-A visual representation like an infographic helps in displaying information in an easy-to-understand manner. It makes the plan more engaging and increases the likelihood of information retention compared to text alone.
What are the three key details to include when outlining a marketing strategy?
-When outlining a marketing strategy, the three key details to include are: what needs to be done, how to do it, and the channels to use.
Why is detailing the budget considerations important in a marketing plan?
-Detailing the budget considerations is important as it helps in understanding the financial implications of the marketing plan. It ensures that the costs are clear upfront and helps in setting a cap to stay within budget.
Outlines
📝 Introduction to Marketing Plan Creation
The script introduces the topic of marketing planning and the challenges faced by those without prior experience. Mike Plogger from Visme offers guidance on creating a marketing plan, emphasizing the importance of understanding business goals, target audiences, and strategies. The video promises to walk through seven essential steps and provide templates to assist in the process. The first step is to recognize the purpose of a marketing plan, which includes setting goals, understanding the audience, and optimizing marketing impact. The script also mentions the components every marketing plan should have: marketing goals, target audience description, and high-level strategies. An infographic template on Visme is highlighted as a tool to clarify objectives, audience, and strategies.
🔍 Deep Dive into Market Research and Target Audience Identification
This paragraph delves into the importance of market research and competitor analysis, suggesting the use of SWOT analysis to identify strengths, weaknesses, opportunities, and threats. It stresses the need to understand one's own company and the competition. The script then moves on to defining the target customer, suggesting the creation of a detailed persona to inform marketing strategies. It mentions the use of templates that resemble resumes to describe the target audience's characteristics. The paragraph also touches on the use of infographics with data widgets and pie charts to visually represent target audience demographics and preferences.
🎯 Setting Clear Marketing Goals and Strategies
The script outlines the process of setting specific, measurable marketing goals, advising against vague statements and emphasizing the need for clear, numerical objectives. It presents a template that simplifies the presentation of goals, making them easy to track and measure. The paragraph also discusses the importance of outlining the marketing strategy, detailing what needs to be done, how to do it, and the channels to use. Visual aids such as phase diagrams or detailed timelines are recommended for clarity. The script concludes by highlighting the significance of budget considerations, suggesting a template that clearly outlines costs and encourages setting a financial cap.
🛠️ Utilizing Visme Templates for Marketing Plan Success
The final paragraph showcases a variety of Visme templates tailored for different industries and marketing needs. It mentions templates for restaurant marketing, real estate, content and editorial calendars, social media strategy, and digital marketing. Each template is customizable to fit individual branding and content requirements. The paragraph also touches on product marketing and personal branding templates, highlighting the importance of consumer research. The script concludes by encouraging viewers to explore Visme's template collection and to utilize the platform to create visually appealing and informative marketing plans.
Mindmap
Keywords
💡Marketing Plan
💡Target Audience
💡SWOT Analysis
💡Marketing Goals
💡Marketing Strategies
💡Templates
💡Executive Summary
💡Infographic
💡Persona
💡Budget Considerations
💡Timeline
Highlights
Mike Plogger from Visme introduces a guide to creating a marketing plan for businesses.
The necessity of a marketing plan for business success is emphasized.
Seven steps to creating an effective marketing plan are outlined.
Templates available on Visme for marketing plans are mentioned.
Importance of understanding the purpose of a marketing plan is discussed.
Components of a marketing plan, including goals, audience, and strategies, are detailed.
An infographic template on Visme that clarifies objectives and strategies is introduced.
The suggestion to present marketing plans in various formats like infographics or presentations is made.
The first step of creating a marketing plan is to start with an executive summary.
The significance of revisiting company's mission, vision, and values in a marketing plan is highlighted.
Conducting market and competition research is identified as a crucial step.
SWOT analysis is recommended for presenting research findings.
Identifying the target customer is key to creating tailored marketing strategies.
Templates for creating customer personas and resumes are provided.
The importance of setting specific, measurable marketing goals is stressed.
Templates for outlining marketing goals with clarity and specificity are shown.
Laying out a comprehensive marketing strategy in phases is suggested.
The use of visual templates to represent marketing strategies is recommended.
Detailing budget considerations for the marketing plan is deemed essential.
A variety of Visme templates for different industries and purposes is showcased.
The video concludes with an invitation to explore Visme's template collection.
Transcripts
so you're ready to start marketing but
you have no plan where do you begin what
should you include
how can you present it you have the
questions we have the answers
[Applause]
[Music]
hello world my name is mike plogger and
here at visme we aim to make your work
life easier whether it's design
presentations or marketing we have the
tools to help you become a true
professional marketing is a necessary
operation for any business looking to
take a leap towards success however if
you don't have the proper experience you
might be lost on how to create a
marketing plan and these are extremely
helpful when it comes to understanding
your business clarifying your goals
staying focused and keeping everyone on
your team on the same page
in this video i'll take you through the
seven necessary steps to creating a
winning marketing plan as well as share
a number of templates you can start with
right away shall we
understanding the purpose behind a
marketing plan is step number one
ideally it should be used to help you
set your goals understand your target
audience and optimize the impact of your
marketing campaigns communicating your
big strategy or idea is what your
marketing plan is all about in order to
do this every marketing plan should
consist of the following
number one your short and long-term
marketing goals number two a description
of your target audience and their
persona and number three one or more
high-level marketing strategies and
tactics this infographic template
available on visme right now features
each of these key details it clarifies
the objectives the target audience and
strategies in an easily consumable page
if you wanted to go the extra mile and
include even more detail you can also
add an overview of the current market
situation key performance indicators
budget or financial considerations or a
timeline on when the plan will be
carried out typically all of this
information is communicated on a pdf
just like the one we just saw but if
you're feeling creative try creating an
infographic a full presentation or an
interactive web page to share your plan
who knows it could be the difference
between your plan and someone else's
without further ado let's dive into
seven steps for creating an effective
marketing plan
step number one start with an executive
summary this is essentially a brief
summary or overview of your entire
company and the key details of your
marketing plan it highlights the
function of your business and the
purpose of your plan this shouldn't be
very long the summary can include past
achievements and the future direction of
the company
consider this template here the details
are concise and to the point you want to
tease your viewers on what's to come and
get them on the edge of their seats it's
not overwhelming just a quick
introduction before you get into the
meat of your plan
revisiting your company's mission vision
and values is important to highlight
early on
why it'll provide clarity and answer any
questions as to why your marketing plan
is the way that it is it'll show viewers
you had this in mind throughout your
entire planning process templates like
this can help because it'll educate or
remind your viewers how your company got
to the point they're currently at and
where you're looking to be in the future
one of the first steps with any plan is
doing your research study the market
study the competition what are others
doing that's working and then what can
you do to make it even better deeply
analyze your own company's strengths and
weaknesses touch on what you're doing
well but don't be afraid to communicate
what you think could be stronger a swot
analysis or strengths weaknesses
opportunities and threats is a great way
to present your research you can
visualize the company's path identify
opportunities set goals and so much more
this template right next to me can be
edited in visme and is completely
customizable from the text content to
the colors fonts icons you name it you
can edit all of our templates to match
your brand you can do the same for your
competitors compare your company with
another one in the industry to see how
they match up with one another side by
side it can be eye-opening sure but take
a hard look at the competition it's
crucial if you want to compete in the
market
after identifying your competition you
must identify your target customer this
will allow you to create more informed
and tailored marketing strategies vote a
person from scratch how old are they
what's their income what are their
interests what do they value
a template like this is perfect for
putting that person you've built on
paper and explaining him or her to your
audience during a presentation or during
a meeting
or what's one way that's almost always
used when someone wants to explain
themselves for a job
well a resume of course this template
more closely resembles an actual resume
it includes basic information a
photograph personality traits a bio
goals frustrations you can edit it
however you see fit to describe your
target audience and if your target
audience is a mixture of different
people try creating an infographic with
data widgets you can break down how much
you should cater to one group or the
other there's a number of different
charts and graphs you can use to help
but this template went with pie charts
to break down target customer
percentages it's easier to understand
than if someone was trying to explain it
without a visual
[Music]
okay you've done your research you know
your audience now it's time to outline
your marketing goals what are you hoping
to achieve with your marketing plan the
most important thing to remember with
this step is to be specific with actual
numbers if you're hoping to achieve more
web traffic don't just say the goal here
is to increase web traffic say my goal
is to increase traffic to our site by 30
percent within the next three months you
need a concrete goal not a blanket
statement
this template is simple easy to digest
and lays out specific goals they're all
measurable and clear following the
progress towards the goals won't be
difficult with how definitive they are
and as i mentioned deadlines could be
used as well if that's the case a
template like this could be more fitting
in order for this company to accomplish
a goal these three phases must be
properly carried out marketing plans
like this help viewers follow along as
they can refer back to them if they
start to get off track
continuing off my last point our sixth
step is to lay out your marketing
strategy from beginning to end there's
three details to write down and include
with this step one what to do two how to
do it and three the channels to use i
highly recommend turning this into a
visual so your team and audience can
fully understand your thought process to
make it even easier for them turn your
strategy into a series of phases or
steps it could look something like this
clarifying what needs to be done in each
step before moving on or if you want
more certain dates and deadlines this
template here could be even better
specific dates are laid out from the
first phase of the project to the launch
if you want to ensure something is
completed by a certain time we highly
recommend using this template
infographics in general are wonderful
for displaying information in a way that
is easy to understand people are much
more likely to retain information paired
with a visual rather than with text
alone another template to consider is
something like this lay out all of your
information in a detailed manner leaving
nothing to the imagination
last but not least detail the budget
considerations for your plan how much is
it going to cost in order to reach your
goal it's important to be clear with
this up front at least as best as you
can marketing can be costly and there
are often a lot of hidden expenses
this may be the most helpful template of
all it clearly lays out the cost to your
company try to set a cap early on so you
have a goal to stay under from the jump
[Music]
okay we've covered the steps for
preparing your marketing plan you should
be able to put one together from start
to finish but i did want to share just a
few more visme templates that may help
you depending on what industry you're in
this restaurant marketing plan template
is versatile for either massive chains
or local eateries you can replace the
photos with your own and change the
colors just like with other templates
if you're in real estate and are part of
a team or even if you're operating your
own business this template here can be
useful the swot analysis included makes
it perfect for businesses focused on
property marketing
maybe you work for a sas or content
company and you're looking to take your
content to the next level this template
will help you organize your editorial
calendar so you're able to reach your
goals on time
or what about social media we all manage
our own pages of some sort and all
businesses should have their own as well
want more followers this template can
lay out your goals describe your ideal
followers and so much more this digital
marketing template has a modern feel
with a number of different features swot
analysis executive summary goals
strategies it has it all just waiting
for you to hop on board and make it your
own
product marketing requires as much or
more research into consumers as any form
of marketing that's why this template
covers those basics as well as includes
the detailed marketing budget we covered
just a minute ago
want to market yourself build your own
personal brand well visme has the
templates for you too it's just a simple
three-page plan highlighting resume
skills and experience before getting
into your personal goals and it wouldn't
be a visme video without further
discussing infographics visme has
changed the game when it comes to
presenting information in fun animated
and clean designs this one page
marketing infographic template contains
all the necessary details and won't
overwhelm your audience
okay now that you've done at least some
of your research it's time for you to
get to work i highly recommend at least
scanning visumy's template collection
there's even more marketing templates
past the ones that we've discussed today
and they're waiting for you right now
head to visme.com to get started in the
meantime thank you so much for watching
if we were of any help we'd love for you
to click that like button down below
and if that's not in the cards well
maybe next time we'll see you again soon
for now i'm mike plogger with visme
helping you make information beautiful
[Music]
you
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