How to Build a Marketing Plan

This post was first published on Gaia-VSM, a strategic marketing consultancy for Israeli start-ups.

When running any business, whether a startup or an enterprise business, don’t just start with random marketing activities. You won’t know where you are going. Instead, you need to build an integrated marketing plan.

After building a marketing and messaging strategy, you want to map your marketing activities with your business goals.

Don’t decide you want to be on Twitter or in the media or build a website without a plan.

Your marketing plan should integrate with your entire marketing activities. What does that mean?

According to one definition: “True IMC is the development of marketing strategies and creative campaigns that weave together multiple marketing disciplines (paid advertising, public relations, promotion, owned assets, and social media) that are selected and then executed to suit the particular goals of the brand.” Don’t just think tactics but rather think of all of your marketing channels and how they can work together to meet your business goals.

Do that with a marketing plan.

In order to build a marketing plan, follow these steps:

  1. Determine your business goals: $200,000 in sales per month? 800 sales leads per month? 500 product downloads? 50 blog reviews? 50,000 website visitors?

    Goals should be SMART: Specific, Measurable, Attainable, Relevant, and Time-bound

  2. Decide on the time period. You should build an annual or semi-annual plan, as well as in a monthly plan. While your plan should be flexible, taking into account change, it provides a good framework to make sure that you do not miss any important opportunities.

    In an annual or semi-annual plan, you may want to include:

    1. Holidays
    2. Conferences
    3. Industry events
    4. Industry trends
    5. Company events
    6. Maintenance events (website redesign, media lists created, set ups, etc.)
  3. Determine the marketing channels that you are working with. For example:
    1. Website
    2. Print
    3. Media and bloggers
    4. Industry analysts
    5. Social Media (such as YouTube, Twitter, Facebook, Google+, Stack Overflow, etc.)
    6. Community
    7. User Groups
    8. Conferences
    9. E-mail Newsletter and Announcements
    10. Internal Communications, such as other divisions within the company
    11. Sales Collateral
    12. Product
  4. It’s often helpful to create a theme for the time period. For example, a December plan may be End of Year.
  5. Start creating the plan. In the columns, write the time-frame. In the rows, write the MARCOM channels. For example, a monthly marketing plan may look like:
Monthly Marketing Plan for Reach Startup Co. Goals: $200,000 sales/month, 800 sales leads, 30,000 unique website visitors

Theme: Summer Learning

Week 1 Week 2 Week 3 Week 4
Strategy Finalize conference messaging & positioning
Speaking Opportunities Presentation Finished & Practiced Speak at Briforum Email Briforum speech to leads
Public Relations Set up meetings with journalists & analysts Announce that Product Manager is speaking press release and media pitch

Publish bylined article about the challenges of IT in the cloud era in eWeek

Meet with at least 15 journalist & 3 analysts Follow up with reporters post-conference
Social Media 15 tweetable and quotable comments for conference Promote conference & articles

#ITChallenges campaign

Live Tweet conference, offer giveaway to registrants

Pre-confernence Google+ Hangout

Post video recording on YouTube

Comment on blogs of conference attendees

Web/SEO Keyword research for conference Create conference landing page Post conference recording
Sales Collateral Brief sales team about conference Ship brochures, rollups, and display to conference Tradeshow booth at Briforum (staffed by James and Michael) Post-event email to leads
  1. Implement – Start implementing the programs
  2. Evaluate – Evaluate progress

The Need for Integrated Marketing: It’s Not Just Social Media

“If only we went viral” and “If only we had a Facebook page and an Internet guru who knew how to make our RSS feed than we could get on the front page of TechCrunch” is something that is commonly heard.

The promise of social media was, to some, the magic promise of viral marketing.

It’s a false promise.

The fundamentals still matter.

Marketing is not about viral or social media – rather it’s about developing the proper strategy to meet your business goals.

What are you trying to get and what is the pathway to get there?

  • Brand Awareness?
  • Revenue Growth?
  • New Sales?
  • Thought Leadership?
  • Repeat Business?
  • Saved Customers and Recovery of Customers?
  • Introduce A New Program?
  • Donations?

Each goal has a different tactic to meet that goal.
Business Planning Class
Social media is not the answer, it’s a channel. One of my favorite strategic frameworks, Forrester’s POST Analysis, explicitly states that you pick the People (Audience), Objectives, and Strategy before choosing what technology to implement this with.

Before determining the tactic, you need to develop the strategy that maps the strategy and tactics to your goal. This, of course, requires knowledge of integrated marketing: branding/positioning, public relations, marketing, web development, SEO, and more. Yes, with the growing importance of digital platforms, technological literacy is a must for any marketing strategist, but it is not the goal – rather the tool to get it.

Jono Bacon, the Community Manager of Ubuntu, a popular Linux distribution, has a good framework for how to map strategy with tactics in his book The Art of Community:

OBJECTIVE:

GOAL:

SUCCESS CRITERIA:

  • Item
  • Item

IMPLEMENTATION PLAN:

  • Item
  • Item

OWNER:

GOAL:

SUCCESS CRITERIA:

  • Item
  • Item

IMPLEMENTATION PLAN:

  • Item
  • Item

OWNER: