Marketing Plan Toolkit

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In collaboration with the Director and with input from vendor partners and team members, develop an annual integrated marketing plan aimed at addressing opportunities and challenges identified by annual research and fulfilling objectives of the strategic plan.

More Uses of the Marketing Plan Toolkit:

  • Create and implement an integrated strategic marketing and communication plan that drive internal and external communication, leveraging data to anticipate, assess, monitor and manage marketplace trends and industry practices.

  • Create annual and quarterly marketing plans and targets for targeted sales accounts and contacts that focus on new logos and accelerate existing opportunities.

  • Manage the portfolio like a product (business plan, positioning, buying process, market requirements and marketing plan) and collaborate with development.

  • Develop strategic marketing plans for a product or product line through market research, competitive analysis, pricing, customer engagement, and business planning.

  • Divide a customer base into customer segments and apply the insights to effectively and differentially allocate marketing and field resources that drive execution of sales and marketing plans.

  • Manage work with clients to set goals and expectations for results, and provide guidance as to how to measure success for each tactic that is a part of overall strategic marketing plan.

  • Collaborate with the marketing team to help develop a content strategy and actionable plan that aligns with marketing plan and organization business strategy.

  • Provide leadership to ensure that all brand communications are consistent, coordinated, support marketing plan objectives and are an effective use of resources.

  • Steer: progressive responsibility, leading to a director level or higher, and success in planning and implementing integrated marketing and communications strategies.

  • Warrant that your organization develops annualized marketing plans and associated budgets for assigned services that align with business objectives and provide integrated programs to generate leads.

  • Be accountable for marketing plan development of integrated campaigns across customer touchpoints in the customer journey, ensuring consistency with articulated strategy.

  • Manage the regional marketing and business development manager on effective communication with key media on press releases and related materials.

  • Establish product positioning recommendations and guidance in the development of strategic marketing plans and programs related to assigned products.

  • Collaborate with the entire Marketing team to create and execute integrated marketing plans across channels and grow the business from awareness to adoption through engagement.

  • Confirm your organization partners with service line directors and other leaders to ensure alignment of system and service line goals and priorities in the development and implementation of marketing plans.

  • Ensure clear product and marketing plans to drive sustainability through solutions that deliver value to customers as measured by a variety of metrics.

  • Collaborate with the marketing leadership team to ensure that channel specific objectives complement the holistic performance monthly marketing plan.

  • Represent the strategy and creative brief through the development of creative, activation and marketing plans to ensure your organizations work reflects the approved strategy.

  • Secure that your organization identifies key issues and opportunities through your organization review and builds marketing plans and communications objectives to drive profitable sales growth across channels.

  • Ensure your organization develops and executes the multi year strategic product and brand marketing plan in support of the overall strategy, optimizing the development of products and services.

  • Achieve highest possible net operating income through the implementation of effective cost control and revenue and leasing improvement; identify trends and recommend strategies and adjustments.

  • Pilot: in partnership with internal program customers, lead the development of recommended annual marketing plan, development of success metrics and budget.

  • Audit: be the key leader in the customer insights management team, supporting the integration of efforts in customer analytics, customer research, competitive intelligence, program analytics, advanced analytics and marketing planning.

  • Ensure all marketing efforts serve to achieve immediate and long term business goals, identifying and executing improvements for processes, content, and lead generation.


Save time, empower your teams and effectively upgrade your processes with access to this practical Marketing Plan Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Marketing Plan related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Marketing Plan specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Marketing Plan Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Marketing Plan improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you measure the actual performance of your marketing plan and compare it to your planned performance and progress toward reaching your marketing objectives?

  2. Can the potential buyer see a functioning model or sample of your products that is substantially the same as would be received from production?

  3. Are there specific market research projects that need to be conducted for the on-going development of the marketing plan?

  4. How are you entering a new era of marketing that is based on delivering experiencesÐand how does content play into that?

  5. What is your level of commitment and that of your organizations top management to expanding into international markets?

  6. Have you coordinated your marketing plan with your goals and objectives and your financial and production plans?

  7. Do you have a consumer promotional plan that aligns and ties directly into your organizations marketing plan?

  8. Is the process of entry into a field which is new to your organization either market wise or technology wise?

  9. Do you select a solution with extensible architecture to cover the gaps in the business and marketing plans?

  10. What companies, agents or distributors would most likely be prospective customers for your export products?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Marketing Plan book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Marketing Plan self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Marketing Plan Self-Assessment and Scorecard you will develop a clear picture of which Marketing Plan areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Marketing Plan Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Marketing Plan projects with the 62 implementation resources:

  • 62 step-by-step Marketing Plan Project Management Form Templates covering over 1500 Marketing Plan project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Do the internal control systems function appropriate?

  2. Team Directory: Have you decided when to celebrate the Marketing Plan projects completion date?

  3. Assumption and Constraint Log: Are there processes defining how software will be developed including development methods, overall timeline for development, software product standards, and traceability?

  4. Change Request: Should a more thorough impact analysis be conducted?

  5. Team Member Status Report: Will the staff do training or is that done by a third party?

  6. Resource Breakdown Structure: What is each stakeholders desired outcome for the Marketing Plan project?

  7. Team Operating Agreement: Resource allocation: how will individual team members account for time and expenses, and how will this be allocated in the team budget?

  8. Initiating Process Group: Are there resources to maintain and support the outcome of the Marketing Plan project?

  9. Scope Management Plan: Are Marketing Plan project team members involved in detailed estimating and scheduling?

  10. Requirements Management Plan: Is there formal agreement on who has authority to request a change in requirements?

Step-by-step and complete Marketing Plan Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Marketing Plan project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Marketing Plan project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Marketing Plan project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Marketing Plan project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Marketing Plan project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Marketing Plan project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Marketing Plan project with this in-depth Marketing Plan Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Marketing Plan projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Marketing Plan and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Marketing Plan investments work better.

This Marketing Plan All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.