Marketing Plans and Templates

Marketing plans are your estimates for costs and marketing efforts for the next year (or another set time period). Only after your marketing plan is finalized, and the budget approved, will you start to create the items in the plan, such as strategies, campaigns, funds, or appeals. Ultimately you will need to map corresponding items in your marketing plan and your source data to each other, but this will not occur as part of creating your plan. The Planner feature provides a “scratch pad” for you to work out all aspects of your marketing efforts.

Because marketing plans are based on templates, before creating your marketing plan you must create at least one template on which to base your plan.