marketing plan microsoft project

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• Project teams
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Build a winning marketing strategy

Building a marketing strategy takes input from the whole team to accomplish. You need to understand customer trends, share strategies, finalize action plans, and get stakeholder approval before sharing with the company.

Set up channels in Microsoft Teams for the various departments providing input, including sales, finance, and marketing. Share information on customer trends, budgets, and requirements from each department and make sure everyone has a chance to provide feedback. 

Use an external Yammer group to interact with customers to improve your marketing strategy. Start conversations, answer questions, and conduct pools to gain valuable insights and assess trends. 

Share your findings and recommendations in your dedicated Teams channels. Use @mentions to ping team members and stakeholders to get feedback. 

Engage customers to understand insights and track trends.

Collect timely input.

Share strategy and gather feedback.

Get your team up and running

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Top 10 Essential Microsoft Project Templates for Project Management

Every project manager should have a range of Microsoft Project templates in their company. I’m an Excel fanatic, and it’s a common mistake that I make, that I don’t use Microsoft Excel templates and Forms for Microsoft Projects.

For example, whenever I need to track metrics from multiple reports which have the same CSV format, Excel templates and forms will make my work easier. 

With projects which have the same format, integrating Excel templates and Forms with Microsoft Project will help simplify hundreds of data into one cohesive workflow.

Is it reasonable to wonder how many templates you actually need? You may certainly overdo it, but to effectively use Microsoft Project templates and Forms, we advise that you limit yourself to just a few so you don’t get overwhelmed.

Remember, it’s always a good practice to reuse templates in your projects, especially when they’re just similar projects. But of course, there’s no harm in having different project templates that you can mix and match.

Related Watch:

In this article, we will go into the details of the best templates and forms for Microsoft Project that you can download on the Homepage to make your work faster and more efficient.

• Project To-do-list (Excel)
• Project Task List (Word)
• Project Tracker (Excel)
• Project Status Report (Word)
• Project Timeline (Excel)
• Project Timeline with Milestones (Excel)
• Marketing Project Plan (Excel)
• Gantt Project Planner (Excel)
• Project Performance Report (Excel)
• Project Communication Plan (Word)

Wrapping Up

Frequently asked questions, 10 microsoft project templates for more effective and efficient workflow, 1. project to-do-list (excel).

Creating a project to-do list is the foundation of every project. Project to-do lists are crucial for the effective fulfillment of a project schedule because they outline the primary activities that must be completed. They also make you more productive. Plan and manage your projects, including tracking progress visually with Excel data bars. To track a new project, copy and paste your project into a different tab.

Download Template

2. Project Task List (Word)

Use this easily customizable project task list template to assign tasks to team members and monitor project progress. Make use of the columns for due dates and time finished in this straightforward project job list MS Word template to increase your project management efficiency. 

To represent project segments, color the rows (categorized information). Each column and each task are capable of having various values. This will assist you in organizing the jobs according to the specific data you want to track for each activity.

3. Project Tracker (Excel)

This user-friendly project tracker template allows a manager to keep track of projects by category and the employee who is assigned to each one. A built-in calculator that uses conditional formatting and user input to flag over/under are simple to use. 

Use this simple Excel project management template to streamline your project planning. By including their names in an attachment and sending the email to them, you may persuade team members to assist you in tracking the project. This not only adds value but also makes it simpler for team members to be acknowledged for their contributions and to be seen as a member of the team.

4. Project Status Report (Word)

To keep your important stakeholders informed of progress, use this pre-formatted project status report template. The built-in themes and styles of this project status reporting template allow for simple customization. It fits the other Timeless design templates. Find more templates that are similar by searching for a Timeless design.

5. Project Timeline (Excel)

Utilize this professional Excel project timetable template to keep track of your project’s schedule. Simply enter activities into the table below, and you’ll see how they instantly populate the project timeline template. 

On this Excel project timeline template, you may horizontally navigate through the months by using the slider. This project timeline template is simple and easy to use.

6. Project Timeline with Milestones (Excel)

List out your project milestones and this accessible template will create a visual mapping of them in a timeline diagram. This Excel project timeline template provides a clear example of a professionally designed project timeline. Easily input your project milestones and edit this project timeline template to create a simplified streamlined view and enhance your timeline project management.

7. Marketing Project Plan (Excel)

This simple marketing plan template may be used by small firms or information workers to keep track of each deliverable for a project or marketing campaign. You can customize this marketing project plan template by inserting your marketing information and changing the colors to match your campaign.

8. Gantt Project Planner (Excel)

You can track and coordinate the activities of a project with this Gantt chart Excel template. This makes it ideal for project planners. Based on the popular Gantt chart concept, this Excel project planning template utilizes a straightforward visual representation to explain how a project will be handled over time. 

To hold task owners responsible, you may input the start dates, durations, and current states of each job and share them with your team. This Excel Gantt chart template can handle both big and little projects for short-term and long-term time frames. This template is also very simple to use, so you need not worry if it’s your first time.

9. Project Performance Report (Excel)

Use this simple template to provide high-level status updates on a number of projects. What’s great about this template is that it makes customization simple by utilizing a table and conditional formatting, which includes online help and download. 

Excel was used to develop this project performance report template. On the right side of the page, there is a data summary table that you may edit by adding your own data. This contains references from the chosen area and a custom report data range that you may use. Additionally, a table structured particularly for a project performance report is included.

10. Project Communication Plan (Word)

With the help of this user-friendly communication planning template, you can create a strategy for communication throughout a project. This communication plan template comes with a title page and sections that go into depth about project-related documents, team organization, team goals, team assignments, change management procedures, and more.

Project managers can make their work simpler and more effective by using Microsoft Project templates. Not only do these templates simplify the project process but they also reduce time spent on each project. This will then allow you to manage the projects more efficiently. 

What’s good is that these project templates aren’t difficult to learn and use. These templates provide a good starting point for different types of project plans and an easy way to organize tasks. Once complete, Microsoft Project templates can also be shared with your project stakeholders for easy reference.

For courses on project management and tools please check our  course list .

For more information on Asana and other project management software read our  blogs .

How do I create a Microsoft Project templates?

You start by creating your own Microsoft Project Templates in one of the spreadsheet programs such as Excel. Then, you open that spreadsheet file and save it as a template. Finally, you open the template in a program like Word or Excel. Whenever you start a new project, you will be able to see your saved template as the starting point of your management plan.

How do you make a project private in Microsoft?

Public projects are only seen by those that are signed into your organization. On the other hand, access to private projects and services is restricted to people who have been given permission to access the project and have signed in. By changing the visibility from public to private, you may change the project’s visibility from the project settings.

How do I track multiple projects in Microsoft Project?

You can track multiple projects on Microsoft Project through a Gantt view, which displays a detailed view of all the project’s tasks. The Gantt view is the default view for Gantt charts in the Microsoft project. You can also use the menus to set a project’s default Gantt view. The project can organize tasks into groups, make calculations and export the tasks when you feel like tracking them in different ways.

Related Blogs:

• The Best Excel Project Management Template in 2021
• Creating Your First Project in Microsoft Project – Simon Sez IT

Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!

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How To Use Microsoft Projects for Your Marketing Business

by Lindsay Brown | Mar 24, 2023 | Marketing Best Practices , Marketing Planning , Marketing Strategies , Marketing Tactics

Managing a marketing campaign includes organizing different teams. There are designers, copywriters, SEO specialists, researchers, and others that play their part. Microsoft developed powerful software that helps project managers facilitate their work. It allows you to plan, execute and monitor every aspect of your project, large or small. In this article, we are going to analyze the benefits of Microsoft Project for marketing business. We will let you in on a series of tips and tricks that will provide you with full control of every marketing campaign.

What is Microsoft Project?

MS Projects is a piece of software that allows seamless project management. It gives you all the tools you need to plan your campaign, communicate with team members, and keep track of progress. A lot of people are asking does ms project work on mac operating systems. This software is made for Windows OS. However, there are interesting alternatives you can use. Also, there are virtual machine apps that allow the use of this software on MAC.

Moreover, MS Projects works well with MS Teams, which allows you to share files or keep track of your remote team members. Now let’s check out how this amazing tool helps you manage your marketing business.

Define your project goals

To run any project with success, you need to define your goals. These can differ depending on the needs of your client, however, it’s up to you to pave the road to reaching your objectives. One of the great pers of MS Project is an abundant offer of templates . Some of them are intended for marketing project planning. This means you can use a template designed specifically for marketing business and define your goals in detail.

Create a plan

Once you define your goals, comes the challenging part which is creating a project plan. This usually includes forming diverse tasks, milestones, and organizing resources. Thanks to Microsoft Project, you can perform these tasks with ease. More than that, you have a full overview of the progress, so you can adjust your plan if needed. Thanks to this software, you can dedicate resources to each task, set up deadlines, and place constraints. And you can also share your entire plan with people who need access.

Organize your team

As a marketing project manager, you need to navigate a versatile team. Using a piece of software such as MS Project makes this job much easier. You can assign tasks to each member of your team individually. All you have to do is choose a task and assign a team member to it. You can assign additional resources if needed, and set up deadlines and other details. This allows you to delegate work precisely and keep everyone necessary in the loop.

What’s great about this option is that no matter how massive your team might be, you can always figure out who is responsible for a specific part of your campaign.

Update your project information

As your project moves on, it’s crucial that you know at which point your current campaign stands. This is important for you, the manager, and your stakeholders. With MS Project you can manually update the progress of each task. You can add the percentage of completion and present it using a Gannt Chart. Moreover, you can update task deadlines if there’s a need for it. Best of all, you have the ability to form progress reports and share info with your superiors. There are multiple visual representation tools that you can use to showcase your progress.

If you have to change some task details, this app makes task updates easy to perform. You can choose a specific task at any point and add more information to it or change it in any way you want.

Microsoft Project is an easy-to-use tool, with a clever user interface that makes navigation seamless even for beginners. It provides a multitude of tools that each project manager needs for a successful marketing campaign. It’s fair to say that this software is only available as a premium service. However, keeping in mind the benefits it brings, it’s absolutely a worthy investment for every marketing business.

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6 Marketing Project Plan Templates For Your Next Campaign

Coming up with a marketing plan from scratch can feel overwhelming. Especially if you’re new to project management .

You need to create a document that covers:

• Your mission statement
• Marketing goals, benchmarks, and milestones
• Your go-to-market strategy
• Your pricing strategy 
• Your deliverables

… And much more. 

But right now you’re staring at a blank page. It’s enough to make you an anxiety attack.

Here’s the thing: You already have what you need to make a great marketing project plan. You’ve got the skills, you’ve got the knowledge, you’ve got the vision—all you’re missing is the structure that can organize it.

A good marketing project plan template can help you here. Instead of starting from scratch, you’re starting with a clear outline that’s been tried and tested by project management experts. It can help you increase the efficiency of your marketing efforts and minimize project scope creep .

Here are six marketing project plan templates to eliminate pre-project panic and help you hit the ground running.

1. Simple marketing project plan template

A campaign roadmap timeline is one of the basic marketing plan templates you’ll need. 

Almost half of the organizations say that they “mostly or always” start their projects by creating a baseline schedule, which is especially necessary for marketing because you’ll likely be working around a specific event. 

For example:

This is an example of a Word template for a project timeline:

Word templates are popular because they’re familiar, shareable, and (usually) relatively clear to navigate.

However, there are a number of drawbacks to using Microsoft Word or Excel templates:

• Rigid: Moving things around can cause errors and formatting issues that take time to resolve.
• Not interactive: You can’t notify someone from within Word when their name is mentioned or action is required.
• Hard to keep up to date: Updates can’t be monitored in real-time. From hunting through emails for the latest version to its lack of integration with other systems, it’s often difficult to guarantee that everyone on a project is working from the same plan.

An alternative is to create visual plans with your team using cloud-based marketing project management software .

2. Social media marketing plan template

In today’s digital marketing age, no one can afford to be clueless about social media.

But where do you start?

A social media plan template can help you get your social campaigns off the ground in no time.

In addition to a campaign timeline, a social media strategy and planning template will also include things like: 

• Content pillars: informative content or content that demonstrates your company’s values
• Benchmarks and metrics: your current and target social engagement and click-through metrics
• Budget and resources: for any paid ads 

This Google Slides template from Hootsuite builds in a progress update slide for exactly this purpose. This could be a real advantage for your social media marketing projects: 28% of organizations believe that adopting agile project management techniques (which focus on adapting to change during projects) improves their success rates.

Using Google Slides for a marketing project plan is useful because, like anything on Drive, it’s cloud-based so your team will be able to work from and update the same document. It’s more flexible than a Word document, and designed to be presented, which can be great when showing your plan to stakeholders.

However, you run into the same issues with integration with other systems here, particularly scheduling tools. For a social media marketing plan, this can be especially problematic, as the tasks you’re handling are probably time-sensitive.

3. Email marketing plan template

Email marketing strategies involve a lot of data, particularly as you get more and more specialized, for instance with drip marketing.

To deliver a really great email marketing plan, you’ll need to have a system in place for forecasting and calculating KPIs like deliverability, open rate, and click-through rate. 

That’s a lot of math you don’t want to be doing in your head.

This is where an Excel marketing project plan template can come in handy. Not only can you input the qualitative stuff—your subject lines, your links, the names of the lists you’ll be using—but you can input the quantitative stuff and have the computer work it out for you.

Here’s a template from HubSpot :

All this data in one place will streamline your workflow.

There’s a drawback with Excel, though—it’s even more rigid than Word when it comes to formatting, and again, cannot be integrated into existing systems.

4. Marketing project plan template For SMBs

If you’re a small business or medium-sized business, you will likely be working with fewer resources than marketing teams at big firms.

Everyone on your team is probably juggling many responsibilities outside of this project, and you don’t want them to have to fight through a load of bells and whistles to get to the heart of your marketing document.

This Microsoft Word-based marketing project plan template for SMBs can help.

We like this template because it’s simple but with enough detail for you to break down key elements like:

• Resource planning (particularly when it comes to team planning!)
• Performance benchmarks
• Marketing budget and expenses

Those are the pros. The cons are that it’s not very interesting to look at—and that’s not just us being shallow here! 

While marketing project plan templates in Word are generally neat and easily searchable, it can be easy to miss key information when you’re scanning through.

This could have some nasty implications, for example, a team member missing a place where their name is flagged for actions!

5. Marketing strategy template

If you look up synonyms for “plan” in a dictionary, you’ll probably see the word “strategy” in there, but when it comes to project management, they mean slightly different things.

A plan is, well, any of the examples we’ve already given. In a plan, you lay out what you’re going to do and how you’ll do it. It’s specific and actionable.

A strategy is the higher-level thinking that guides that plan, and which might precede it if you’re presenting your plan to a superior.

This Excel template from Aha gives you an idea of what we mean, as it gives you a space to do a SWOT analysis and an examination of:

• Opportunities

This is a key element of marketing strategy that will help you create a more detailed plan.

6. Startup marketing strategy template

That last marketing project plan template is great for your general strategy needs. But if you’re starting a new business, you might be looking for something a bit more specific.

After all, when you’re building a business from scratch, it’s essential that you can communicate your value, both to customers and investors, and there’s not much room for error. Poor marketing is one of the main reasons that startups fail , and you do not want that to be you.

This PDF startup marketing strategy template is a good place to start. It’s a part-marketing plan, part-worksheet, helping you flesh out your ideas and present them to stakeholders. It includes sections like:

• Defining your customer (target market) and their problem
• Scoring your ideas and identifying what’s worked for you in the past
• Designing experiments and identifying your big ideas
• Drafting your strategy pitch for investors
• Your documentation plan

Pros and cons of marketing plan templates

Kick-start your campaigns with marketing project plan templates.

These marketing project plan templates can help you create a plan faster and with less stress. They cover different marketing channels so you can zero in on what you need.

Instead of starting from scratch to figure out what you need and where it should go, you can start putting your plans onto the page or a smart project planning tool , which will help with task automation – and, if you choose the right tool, you can even start putting them into action straight away.

Sound good? Then get started.

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• How to create a winning marketing plan, ...

How to create a winning marketing plan, with 3 examples from world-class teams

A marketing plan helps leaders clearly visualize marketing strategies across channels, so they can ensure every campaign drives pipeline and revenue. In this article you’ll learn eight steps to create a winning marketing plan that brings business-critical goals to life, with examples from word-class teams.

To be successful as a marketer, you have to deliver the pipeline and the revenue.”

In other words—they need a well-crafted marketing plan.

Level up your marketing plan to drive revenue in 2024

Learn how to create the right marketing plan to hit your revenue targets in 2024. Hear best practices from marketing experts, including how to confidently set and hit business goals, socialize marketing plans, and move faster with clearer resourcing.

7 steps to build a comprehensive marketing plan

How do you build the right marketing plan to hit your revenue goals? Follow these eight steps for success:

1. Define your plan

First you need to define each specific component of your plan to ensure stakeholders are aligned on goals, deliverables, resources, and more. Ironing out these details early on ensures your plan supports the right business objectives, and that you have sufficient resources and time to get the job done. 

Get started by asking yourself the following questions: 

What resources do I need? 

What is the vision?

What is the value?

What is the goal?

Who is my audience?

What are my channels?

What is the timeline?

For example, imagine you’re creating an annual marketing plan to improve customer adoption and retention in the next fiscal year. Here’s how you could go through the questions above to ensure you’re ready to move forward with your plan: 

I will need support from the content team, web team, and email team to create targeted content for existing customers. One person on each team will need to be dedicated full-time to this initiative. To achieve this, the marketing team will need an additional $100K in budget and one new headcount. 

What is the vision?  

To create a positive experience for existing customers, address new customer needs, and encourage them to upgrade. We’ll do this by serving them how-to content, new feature updates, information about deals and pricing, and troubleshooting guides. 

According to the Sales Benchmark Index (SBI) , CEOs and go-to-market leaders report that more than 60% of their net-new revenue will come from existing customers in 2023. By retaining and building on the customers we have, we can maintain revenue growth over time. 

To decrease the customer churn rate from 30% to 10%, and increase upgrades from 20% to 30% in the next fiscal year. 

All existing customers. 

The main channel will be email. Supporting marketing channels include the website, blog, YouTube, and social media. 

The first half of the next fiscal year. 

One of the most important things to do as you create your marketing strategy is to identify your target audience . As with all marketing, you need to know who you’re marketing to. If you’re having a hard time determining who exactly your target audience is, try the bullseye targeting framework . The bullseye makes it easy for you to determine who your target audience is by industry, geography, company size, psychographics, demographics, and more.

2. Identify key metrics for success 

Now it’s time to define what key marketing metrics you’ll use to measure success. Your key metrics will help you measure and track the performance of your marketing activities. They’ll also help you understand how your efforts tie back to larger business goals. 

Once you establish key metrics, use a goal-setting framework—like objectives and key results (OKRs) or SMART goals —to fully flush out your marketing objectives. This ensures your targets are as specific as possible, with no ambiguity about what should be accomplished by when. 

Example: If a goal of your marketing plan is to increase email subscriptions and you follow the SMART goal framework (ensuring your objective is specific, measurable, achievable, realistic, and time-bound) your goal might look like this: Increase email subscription rate from 10% to 20% in H1 . 

3. Research your competition 

It’s easy to get caught up in your company’s world, but there’s a lot of value in understanding your competitors . Knowing how they market themselves will help you find opportunities to make your company stand out and capture more market share.

Make sure you’re not duplicating your competitors’ efforts. If you discover a competitor has already executed your idea, then it might be time to go back to the drawing board and brainstorm new ways to differentiate yourself.  By looking at your competitors, you might be surprised at the type of inspiration and opportunities you’ll find.

To stay ahead of market trends, conduct a SWOT analysis for your marketing plan. A SWOT analysis helps you improve your plan by identifying strengths, weaknesses, opportunities, and threats. 

Example: If your competitor launches a social media campaign identical to what you had planned, go back to the drawing board and see how you can build off their campaign. Ask yourself: How can we differentiate our campaign while still getting our message across? What are the weaknesses of their campaign that we can capitalize on? What angles did they not approach?

4. Integrate your marketing efforts

Here’s where the fun comes in. Let’s dive into the different components that go into building a successful marketing plan. You’ll want to make sure your marketing plan includes multiple supporting activities that all add up into a powerful marketing machine. Some marketing plan components include: 

Lead generation

Social media

Product marketing

Public relations

Analyst relations

Customer marketing

Search engine optimization (SEO)

Conversational marketing

Knowing where your consumer base spends the most time is significant for nailing this step. You need to have a solid understanding of your target audience before integrating your marketing efforts. 

Example: If your target audience is executives that spend a lot of time on LinkedIn, focus your social media strategy around placing branded content on LinkedIn. 

5. Differentiate with creative content

Forty-nine percent of marketers say visual images are hugely important to their content strategy. In other words, a clear brand and creative strategy is an essential component to every marketing plan. As you craft your own creative strategy, here are some tips to keep in mind: 

Speak to your audience: When defining your creative strategy, think about your audience—what you want them to feel, think, and do when they see your marketing. Will your audience find your creative work relevant? If your audience can’t relate to your creative work, they won’t feel connected to the story you’re trying to tell. 

Think outside the box: Find innovative ways to engage your audience, whether through video, animations, or interactive graphics. Know what screens your creative work will live on, whether desktop, mobile, or tablet, and make sure they display beautifully and load quickly across every type of device. 

Tie everything back to CTAs: It’s easy to get caught up in the creative process, so it’s important to never lose sight of your ultimate goal: Get your audience to take action. Always find the best way to display strong Calls to Action (CTAs) in your creative work. We live in a visual world—make sure your creative content counts.

Streamline creative production:   Once you’ve established a strong creative strategy, the next step is to bring your strategy to life in the production stage. It’s vital to set up a strong framework for your creative production process to eliminate any unnecessary back and forth and potential bottlenecks. Consider establishing creative request forms , streamlining feedback and approval processes, and taking advantage of integrations that might make your designers’ lives easier.

Example: If your brand is fun and approachable, make sure that shows in your creative efforts. Create designs and CTAs that spark joy, offer entertainment, and alleviate the pressure in choosing a partner.

6. Operationalize your marketing plan

Turn your plan into action by making goals, deliverables, and timelines clear for every stakeholder—so teams stay accountable for getting work done. The best way to do this is by centralizing all the details of your marketing plan in one platform , so teams can access the information they need and connect campaign work back to company goals.  

With the right work management tool , you can: 

Set goals for every marketing activity, and connect campaign work to overarching marketing and business objectives so teams focus on revenue-driving projects. 

Centralize deliverables for your entire marketing plan in one project or portfolio .

Mark major milestones and visualize your plan as a timeline, Gantt chart, calendar, list, or Kanban board—without doing any extra work. 

Quickly loop in stakeholders with status updates so they’re always up to date on progress. This is extremely important if you have a global team to ensure efforts aren’t being duplicated. 

Use automations to seamlessly hand off work between teams, streamlining processes like content creation and reviews. 

Create dashboards to report on work and make sure projects are properly staffed , so campaigns stay on track. 

With everything housed in one spot, you can easily visualize the status of your entire marketing plan and keep work on track. Building an effective marketing plan is one thing, but how you operationalize it can be your secret to standout marketing.

Example: If your strategy focuses on increasing page views, connect all campaign work to an overarching OKR—like “we will double page views as measured by the amount of organic traffic on our blog.” By making that goal visible to all stakeholders, you help teams prioritize the right work. 

See marketing planning in action

With Asana, marketing teams can connect work, standardize processes, and automate workflows—all in one place.

7. Measure performance

Nearly three in four CMOs use revenue growth to measure success, so it’s no surprise that measuring performance is necessary. You established your key metrics in step two, and now it’s time to track and report on them in step eight.

Periodically measure your marketing efforts to find areas of improvement so you can optimize in real-time. There are always lessons to be learned when looking at data. You can discover trends, detect which marketing initiatives performed well, and course-correct what isn’t performing well. And when your plan is complete, you can apply these learnings to your next initiative for improved results. 

Example: Say you discover that long-form content is consistently bringing in 400% more page views than short-form content. As a result, you’ll want to focus on producing more long-form content in your next marketing plan.

Marketing plan examples from world-class teams

The best brands in the world bring their marketing plans to life every day. If you’re looking for inspiration, check out these examples from successful marketing teams.

Autodesk grows site traffic 30% three years in a row

When the Autodesk team launched Redshift, it was initially a small business blog. The editorial team executed a successful marketing plan to expand it into a premier owned-media site, making it a destination for stories and videos about the future of making. 

The team scaled content production to support seven additional languages. By standardizing their content production workflow and centralizing all content conversations in one place, the editorial team now publishes 2X more content monthly. Read the case study to learn more about how Autodesk runs a well-oiled content machine.

Sony Music boosts creative production capacity by 4X

In recent years the music industry has gone through a pivotal transition—shifting from album sales to a streaming business model. For marketing and creative teams at Sony Music, that meant adopting an “always on” campaign plan. 

The team successfully executed this campaign plan by centralizing creative production and approvals in one project. By standardizing processes, the team reduced campaign production time by 75%. Read the case study to learn more about how Sony Music successfully scaled their creative production process.

Trinny London perfects new customer acquisition 

In consumer industries, social media is crucial for building a community of people who feel an affinity with the brand—and Trinny London is no exception. As such, it was imperative that Trinny London’s ad spend was targeted to the correct audience. Using a work management tool, Trinny London was able to nail the process of creating, testing, and implementing ads on multiple social channels.

With the help of a centralized tool, Trinny London improved its ad spend and drove more likes and subscriptions on its YouTube page. Read the case study to learn more about how Trinny London capitalized on paid advertising and social media. 

Turn your marketing plan into marketing success 

A great marketing plan promotes clarity and accountability across teams—so every stakeholder knows what they’re responsible for, by when. Reading this article is the first step to achieving better team alignment, so you can ensure every marketing campaign contributes to your company’s bottom line. 

Use a free marketing plan template to get started

Once you’ve created your marketing strategy and are ready to operationalize your marketing plan, get started with one of our marketing templates . 

Our marketing templates can help you manage and track every aspect of your marketing plan, from creative requests to approval workflows. Centralize your entire marketing plan in one place, customize the roadmap, assign tasks, and build a timeline or calendar. 

Once you’ve operationalized your entire marketing plan with one of our templates, share it with your stakeholders so everyone can work together in the same tool. Your entire team will feel connected to the marketing plan, know what to prioritize, and see how their work contributes to your project objectives . Choose the best marketing template for your team:

Marketing project plan template

Marketing campaign plan template

Product marketing launch template

Editorial calendar template

Agency collaboration template

Creative requests template

Event planning template

GTM strategy template

Still have questions? We have answers. 

What is a marketing plan.

A marketing plan is a detailed roadmap that outlines the different strategies your team will use to achieve organizational objectives. Rather than focusing solely on the end goal, a marketing plan maps every step you need to reach your destination—whether that’s driving pipeline for sales, nurturing your existing customer base, or something in-between. 

As a marketing leader, you know there’s never a shortage of great campaign and project ideas. A marketing plan gives you a framework to effectively prioritize work that aligns to overarching business goals—and then get that work done. Some elements of marketing plans include:

Current business plan

Mission statement  

Business goals

Target customers  

Competitive analysis 

Current marketing mix

Key performance indicators (KPIs)

Marketing budget  

What is the purpose of a marketing plan?

The purpose of a marketing plan is to grow your company’s consumer base and strengthen your brand, while aligning with your organization’s mission and vision . The plan should analyze the competitive landscape and industry trends, offer actionable insights to help you gain a competitive advantage, and document each step of your strategy—so you can see how your campaigns work together to drive overarching business goals. 

What is the difference between a marketing plan and a marketing strategy? 

A marketing plan contains many marketing strategies across different channels. In that way, marketing strategies contribute to your overall marketing plan, working together to reach your company’s overarching business goals.

For example, imagine you’re about to launch a new software product and the goal of your marketing plan is to drive downloads. Your marketing plan could include marketing strategies like creating top-of-funnel blog content and launching a social media campaign. 

What are different types of marketing plans? 

Depending on what you’re trying to accomplish, what your timeline is, or which facet of marketing you’re driving, you’ll need to create a different type of marketing plan. Some different types of marketing plans include, but aren’t limited to:

General marketing plan: A general marketing plan is typically an annual or quarterly marketing plan that details the overarching marketing strategies for the period. This type of marketing plan outlines marketing goals, the company’s mission, buyer personas, unique selling propositions, and more. A general marketing plan lays the foundation for other, more specific marketing plans that an organization may employ. 

Product launch marketing plan: A product launch marketing plan is a step-by-step plan for marketing a new product or expanding into a new market. It helps you build awareness and interest by targeting the right audience, with the right messaging, in the right timeframe—so potential customers are ready to buy your new offering right away. Nailing your product launch marketing plan can reinforce your overall brand and fast-track sales. For a step-by-step framework to organize all the moving pieces of a launch, check out our product marketing launch template .

Paid marketing plan: This plan includes all the paid strategies in your marketing plan, like pay-per-click, paid social media advertising, native advertising, and display advertising. It’s especially important to do audience research prior to launching your paid marketing plan to ensure you’re maximizing ROI. Consult with content strategists to ensure your ads align with your buyer personas so you know you’re showing ads to the right people. 

Content marketing plan: A content marketing plan outlines the different content strategies and campaigns you’ll use to promote your product or service. When putting together a content marketing plan, start by identifying your audience. Then use market research tools to get the best insights into what topics your target audience is most interested in.

SEO marketing plan: Your SEO marketing plan should work directly alongside your content marketing plan as you chart content that’s designed to rank in search results. While your content marketing plan should include all types of content, your SEO marketing plan will cover the top-of-funnel content that drives new users to your site. Planning search engine-friendly content is only one step in your SEO marketing plan. You’ll also need to include link-building and technical aspects in order to ensure your site and content are as optimized as possible.

Social media marketing plan: This plan will highlight the marketing strategies you plan to accomplish on social media. Like in any general or digital marketing plan , your social media strategy should identify your ideal customer base and determine how they engage on different social media platforms. From there, you can cater your social media content to your target audience.  

Related resources

Write better AI prompts: A 4-sentence framework

What is content marketing? A complete guide

Smooth product launches are simpler than you think

How Asana uses work management for smoother creative production

5 Steps to Create an Outstanding Marketing Plan [Free Templates]

Published: January 04, 2024

Do you take a good, hard look at your team's marketing strategy every year?

You should. Without an annual marketing plan, things can get messy — and it's nearly impossible to put a number on your budget for the projects, hiring, and outsourcing over the course of a year if you don't have a plan.

To make your plan's creation easier, we've put together a list of what to include in your plan and a few different planning templates where you can easily fill in the blanks.

To start, let's dive into how to create a marketing plan and then take a look at what a high-level marketing plan has inside.

In this article, we're going to discuss:

• What a High-Level Marketing Plan Includes

How to Create a Marketing Plan

• Marketing Plan Templates You Can Use
• Simplified Marketing Plan Template
• Plus — Social Media Plan Templates

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

• Pre-Sectioned Template
• Completely Customizable
• Example Prompts
• Professionally Designed

You're all set!

Click this link to access this resource at any time.

Fill out this form to access a free marketing plan template.

Marketing plan outline.

Download This Marketing Plan Outline for Free

The above marketing plan outline will help you create an effective plan that easily generates buy-in from stakeholders and effectively guides your marketing efforts.

Marketing plans can get quite granular to reflect the industry you're in, whether you're selling to consumers (B2C) or other businesses (B2B), and how big your digital presence is. Nonetheless, here are the elements every effective marketing plan includes:

1. Business Summary

In a marketing plan, your business summary is exactly what it sounds like: a summary of the organization. It's essential to include this information so that all stakeholders, including your direct reports, learn about your company in detail before delving into the more strategic components of your plan.

Even if you’re presenting this plan to people who’ve been in the company for a while, it doesn’t hurt to get everyone on the same page.

Most business summaries include:

The company name

Where it's headquartered

Its mission statement

Our marketing plan outline also includes information on marketing leadership, which is especially helpful for companies with large marketing teams.

2. SWOT Analysis

Your marketing plan's business summary also includes a SWOT analysis , which covers your business's strengths, weaknesses, opportunities, and threats. It’s essential to include this information so you can create targeted strategies that help you capitalize on your strengths and improve upon your weaknesses.

In my experience, you need a lot of patience when doing a SWOT analysis; it requires market research and competitive analysis to become truly accurate. I tend to revisit this section periodically, adjusting it as I discover more information about my own business and competition.

3. Business Initiatives

The business initiatives element of a marketing plan helps you segment the various goals of your department. Be careful not to include big-picture company initiatives, which you'd normally find in a business plan. This section should outline the projects that are specific to marketing. You'll also describe the goals of those projects and how those goals will be measured.

Every initiative should follow the SMART method for goal-making . They should be specific, measurable, attainable, relevant, and time-bound. For example, a broad goal might be something like, "Increase my Facebook following." But a SMART-ified version of this goal could be, "Increase my Facebook following by 30% by June." See the difference?

4. Customer Analysis

In this part of the marketing plan outline, you get plenty of space to share all the data you collected during your market research . If your company has already done a thorough market research study, this section of your marketing plan might be easier to put together. Either way, try to do your research before synthesizing it in a shareable document like this one.

Ultimately, this element of your marketing plan will help you describe the industry you're selling to and your buyer persona . A buyer persona is a semi-fictional description of your ideal customer, focusing on traits like:

Personal challenges

Triggering event

5. Competitor Analysis

Positioning

Market share

Our marketing plan template includes space to list out the specific products you compete with, as well as other facets of the other company’s strategy, such as their blogging efforts or customer service reputation. Keep this part of your plan simple — your full competitive analysis should be done separately. Here are a few competitive analysis templates to get started.

6. Market Strategy

Your market strategy uses the information included in the above sections to describe how your company should approach the market. 

For instance, when I'm filling out this section, I always pull insights from my SWOT analysis, my competitive analysis, and my general market research. This helps me write targeted, effective descriptions of my strategies.

Here's an example: if you found that one of your competitors employs stronger social media marketing strategies , you might add "We'll post 3 times per week on our social media profiles" under "Promotion."

In our full-length marketing plan outline, the market strategy section contains the "seven Ps of marketing" (or the “ extended marketing mix ”):

Physical Evidence

(You'll learn more about these seven sub-components inside our free marketing plan template, which you can download below.)

When I created my first marketing plan, I made the mistake of confusing the marketing budget section of my plan with my product's price and other financials.

Here's a better way to think of this section: it should describe how much money the business has allotted the marketing team to pursue the initiatives and goals outlined in the elements above.

Depending on how many individual expenses you have, you should consider itemizing this budget by what specifically you'll spend your budget on. Example marketing expenses include:

Outsourcing costs to a marketing agency and/or other providers

Marketing software

Paid promotions

Events (those you'll host and/or attend)

Knowing the budget and doing analysis on the marketing channels you want to invest in, you should be able to come up with a plan for how much budget to invest in which tactics based on expected ROI. From there, you'll be able to come up with financial projections for the year. These won't be 100% accurate but can help with executive planning.

Remember: Your marketing plan only includes a summary of the costs. We recommend keeping a separate document or Excel sheet to help you calculate your budget much more effectively. Here’s a marketing budget template to get started .

8. Marketing Channels

Your marketing plan should also include a list of your marketing channels. While your company might promote the product itself using certain ad space, your marketing channels are where you'll publish the content that educates your buyers, generates leads, and spreads awareness of your brand.

If you publish (or intend to publish) on social media, this is the place to talk about it. Use the Marketing Channels section of your marketing plan to map out which social networks you want to launch a business page on, what you'll use this social network for, and how you'll measure your success on this network.

Part of this section's purpose is to prove to your superiors, both inside and outside the marketing department, that these channels will serve to grow the business.

Businesses with extensive social media presences might even consider elaborating on their social strategy in a separate social media plan template.

9. Marketing Technology

Last, but certainly not least, your marketing plan should include an overview of the tools you'll include in your marketing technology (MarTech) stack . These are the tools that will help you achieve the goals you outlined in the previous sections. Since all types of marketing software usually need a generous investment from your company’s leadership, it’s essential to connect them to a potential ROI for your business.

For each tool, describe what exactly you’ll use it for, and be sure that it’s a strategy that you’ve mentioned elsewhere. For instance, we wouldn't recommend listing an advertising management tool if you didn’t list “ PPC Advertising ” under “Marketing Channels.”

• Conduct a situation analysis.
• Define your target audience.
• Write SMART goals.
• Analyze your tactics.
• Set your budget.

1. Conduct a situation analysis.

The first step I take when creating a marketing plan is conducting a SWOT analysis. It helps me uncover the strengths, weaknesses, opportunities, and threats facing my business.

Additionally, I need a good picture of the current market. How do I compare to my competitors? Doing a competitor analysis can help.

In doing so, I can identify the gaps (and opportunities) in a competitor's approach. What are they missing? What can I offer that'll give me a competitive advantage?

Answering questions like this should help you figure out what your customer wants, which brings us to step number two.

2. Define your target audience.

If your company already has buyer personas , this step might just mean you have to refine your current personas.

But if you don't have a buyer persona, you should create one. To do this, you might have to conduct market research.

Your buyer persona should include demographic information such as age, gender, and income. However, it will also include psychographic information such as pain points and goals. What drives your audience? What problems do they have that your product or service can fix?

Once you have this information written out, it'll help you define your goals, which brings us to step number three.

3. Write SMART goals.

My mother always used to tell me, "You can't go somewhere unless you have a road map." Now, for me, someone who's geographically challenged, that was literal advice.

However, it can also be applied metaphorically to marketing. You can't improve your ROI unless you know what your goals are.

After you've figured out your current situation and know your audience, you can begin to define your SMART goals .

SMART goals are specific, measurable, attainable, relevant, and time-bound. This means that all your goals should be specific and include a time frame for which you want to complete them.

For example, your goal could be to increase your Instagram followers by 15% in three months. Depending on your overall marketing goals, this should be relevant and attainable. Additionally, this goal is specific, measurable, and time-bound.

Before you start any tactic, you should write out your goals. Then, you can begin to analyze which tactics will help you achieve that goal. That brings us to step number four.

4. Analyze your tactics.

At this point, you've written down your goals based on your target audience and current situation.

Now, you have to figure out what tactics will help you achieve your goals. Plus, what are the right channels and action items to focus on?

For example, if your goal is to increase your Instagram followers by 15% in three months, your tactics might include hosting a giveaway, responding to every comment, and posting three times on Instagram per week.

Once you know your goals, brainstorming several tactics to achieve them should be easy. That said, you may not be able to pursue every tactic on your list (unless you have an unlimited budget, which, if so, jealous ) — which brings us to step number five.

5. Set your budget.

Before you can begin implementing any of the ideas that you've come up with in the steps above, you have to know your budget.

For example, your tactics might include social media advertising. However, if you don't have the budget for that, then you might not be able to achieve your goals.

While you're writing out your tactics, be sure to note an estimated budget. You can include the time it'll take to complete each tactic in addition to the assets you might need to purchase, such as ad space.

Now that you know how to create your marketing plan, let's dive into creating a marketing campaign outline that will help you reach the goals outlined plan.

Marketing Plan Timeline

Rolling out a new marketing plan is a big lift. To make sure things are running smoothly with all of your projects, you'll want to create a timeline that maps out when each project is happening.

A marketing plan timeline allows your team to view all projects, campaigns, events, and other related tasks in one place — along with their deadlines. This ensures everyone on your team knows what’s due, when it’s due, and what’s up next in the pipeline. Typically these plans cover marketing efforts for the entire year, but some companies may operate on a bi-annual or quarterly basis.

Once you’ve completed your analysis, research, and set goals, it’s time to set deadlines for your assignments. From new blog posts and content initiatives to product launches, everything will need a deadline. Take into account any holidays or events taking place over the course of the year.

While setting deadlines for the entire year may seem daunting, start by estimating how long you think each task will take and set a deadline accordingly. Track the time it actually takes for you to complete similar types of projects. Once you’ve completed a few of them, you’ll have a better idea of how long each takes and will be able to set more accurate deadlines.

For each project, you’ll want to build in time for:

• Brainstorming : This is the first phase where your idea comes to life in a project outline. Decide what you want to achieve and which stakeholders need to be involved to meet your goal. Set a due date and set up any necessary meetings.
• Planning : This can include determining the project’s scope, figuring out how much budget will be allocated for it, finalizing deadlines and who is working on each task. Map out any campaigns needed for each project (social media, PR, sales promotions, landing pages, events, etc.).
• Execution : This third phase is all about your project launch. Decide on a date to launch and monitor the progress of the project. Set up a system for tracking metrics and KPIs.
• Analysis : In this final phase you will analyze all of your performance data to see whether or not your marketing efforts paid off. Did you meet your goals? Did you complete your projects on time and within budget?

All projects and their deadlines should be in a central location where your team can access them whether that’s a calendar like HubSpot's tool , shared document, or project management tool.

One-Page Marketing Plan Template

As demonstrated above, a marketing plan can be a long document. When you want to share information with stakeholders or simply want an overview of your plan for quick reference, having a shorter version on hand can be helpful. A one-page marketing plan can be the solution, and we’ll discuss its elements below.

Include your company name, list the names of individuals responsible for enacting the different stages of your plan, and a brief mission statement.

2. Business Initiatives

3. Target Market

Outline your target audience(s) that your efforts will reach. You can include a brief overview of your industry and buyer personas.

This is an overview of the money you’ll spend to help you meet your marketing goals. Create a good estimate of how much you'll spend on each facet of your marketing program.

5. Marketing Channels

List the channels you’ll use to achieve your marketing goals. Describe why you're using each channel and what you want to accomplish so everyone is on the same page.

Free Marketing Plan Template [Word]

Now that you know what to include in your marketing plan, it's time to grab your marketing plan template and see how best to organize the six elements explained above. The following marketing plan template opens directly in Microsoft Word, so you can edit each section as you see fit:

Download your marketing plan template here .

Marketing campaign template.

Your marketing plan is a high-level view of the different marketing strategies you’ll use to meet your business objectives. A marketing campaign template is a focused plan that will help achieve those marketing goals.

A marketing campaign template should include the following key components:

• Goals and KPIs: Identify the end goal for each of the individual campaigns you’ll run and the metrics you will use to measure the results of your campaign when it ends. For example, conversion rates, sales, sign-ups, etc.
• Channels: Identify the different channels you’ll use to enact your marketing campaign to reach your audience. Maybe you run a social media campaign on Twitter to raise brand awareness or a direct mail campaign to notify your audience of upcoming sales.
• Budget : Identify the budget you’ll need to run your campaign and how it will be distributed, like the amount you’ll spend on creating content or ad placements in different areas. Having these numbers also helps you later on when you quantify the success of your campaign, like ROI.
• Content: Identify the type of content you’ll create and distribute during your campaigns—for example, blog posts , video ads, email newsletters, etc.
• Teams and DRIs: Identify the teams and people that will be part of enacting your marketing plan from start to finish, like those responsible for creating your marketing assets, budgets, or analyzing metrics once campaigns are complete.
• Design: Identify what your marketing campaigns will look like and how you’ll use design elements to attract your audience. It’s important to note that your design should directly relate to the purpose of your campaign.

Digital Marketing Plan Template

A digital marketing plan is similar to a marketing campaign plan, but, as the name suggests, it’s tailored to the campaigns that you run online. Let’s go over the key components of a digital marketing plan template to help you stay on track to meet your goals.

• Objectives: The goals for your digital marketing and what you’re hoping to accomplish, like driving more traffic to your website . Maybe you want to drive more traffic to your website, or
• Budget : Identify how much it will cost to run your digital marketing campaign and how the money will be distributed. For example, ad placement on different social media sites costs money, and so does creating your assets.
• Target audience: Which segments of your audience are you hoping to reach with this campaign? It’s essential to identify the audiences you want to reach with your digital marketing, as different channels house different audience segments.
• Channels: Identifies the channels that are central to your digital marketing campaign.
• Timeline: Explains the length of time your digital campaigns will run, from how long it should take to create your assets to the final day of the campaign.

Many people use social media in their digital campaigns, and below we’ll discuss some ideas you can use for inspiration.

Social Media Marketing Plan Templates

As your marketing department grows, so will your presence on social media. And as your social media presence grows, so will your need to measure, plan, and re-plan what types of content you want to publish across each network.

If you're looking for a way to deepen your social media marketing strategy — even further than the marketing plan template above — the following collection of social media marketing plan templates is perfect for you:

Download 10 social media reporting templates here .

In the above collection of marketing plan templates, you'll get to fill in the following contents (and more) to suit your company:

• Annual social media budget tracking
• Weekly social media themes
• Required social media image dimension key
• Pie chart on social media traffic sorted by platform
• Social media post calendar and publish time

Below, let's review the social media reporting templates, and what you'll find in each one.

1. Social Media Questions

This template lists out questions to help you decide which social media management platform you should use.

What We Like

Once you know what social media tactics you're going to implement in your marketing plan, it's time to figure out what channels are right for you. This template will help you do that.

2. Facebook Live Schedule

If Facebook Live is one of the marketing tactics in your plan, this template will help you design an editorial calendar. With this template, you can organize what Facebook live's you want to do and when.

Once you've decided on dates, you can color-code your FB calendar and coordinate with your editorial calendar so everyone can see what lives are running in relation to other campaigns.

3. Instagram Post Log

Are you going to begin using Instagram regularly? Do you want to increase your following? With this template, you can organize your Instagram posts, so everyone on your team knows what posts are going live and when.

This is more than just a content calendar. You can use this doc to collaborate with your team on messaging, landing pages linked in your bio, and campaign rollouts.

4. Paid Social Media Template

With this template, you can organize your annual and monthly budget for your paid social media calendar.

With this spreadsheet, all you need to do is plug in your numbers and the formulas will do the works for you. I recommend using this in conjunction with your marketing plan budget to make sure you are not overspending and funds are allocated appropriately.

5. Social Media Audit

Conducting a social media audit? You can use this template to help you gather the right analytics. Tracking the results of your marketing efforts is key to determining ROI.

Use this template to track each of your campaigns to determine what worked and what didn't. From there, you can allocate funds for the strategies that deliver the results you want.

6. Social Media Editorial Calendar

With this template, you can organize your social media editorial calendar. For example, you can include social media posts for each platform, so your team knows what's going live on any given day.

This calendar makes it easy to track activity across every social media platform, since each platform is assigned a specific color. 

7. Social Media Image Sizes

With this template, your team can have the latest social media image sizes handy. This template includes image sizes for all major social media platforms, including Facebook, Instagram, and Twitter.

Having a resource like this readily available for your team ensures that everyone is on the same page regarding image sizes and prevents delays.

8. Social Media Marketing Proposal

With this template, you can create an entire social media marketing proposal. This will outline the social media goals, the scope of the work, and the tactics that you plan to implement.

This proposal functions as more of a deep dive into the marketing channel section of your marketing plan. It's relatively straightforward and contains all the essential sections of a proposal.

9. Social Media Reporting Template

With this template, you'll gain access to a slide deck that includes templates for social media reporting.

If you plan to implement social media in your marketing plan, these reporting templates can help you track your progress. If using the social media audit above, you can add all of your data here once it's been collected.

10. Hashtag Holidays

If you're going to lean into social media in your marketing plan, you can use hashtag holidays to generate ideas.

These holidays are a great way to fill out your social media publishing schedule. With this template, you'll get a list of all the hashtag holidays for the year. Once you've come up with content ideas, you can add them to your social media calendar.

Simple Marketing Plan Template

Of course, this type of planning takes a lot of time and effort. So if you're strapped for time before the holidays, give our new Marketing Plan Generator a try.

This tool simplifies yearly planning by asking prompted questions to help guide your process. You’ll be asked to input information about:

Try our free Marketing Plan Generator here .

• Your annual marketing mission statement, which is what your marketing is focused on for the year.
• The strategy that you’ll take with your marketing throughout the year to accomplish your marketing goals.
• Three main marketing initiatives that you’ll focus on during the year (i.e., brand awareness or building a high-quality pipeline) metrics you’ll use to measure your success.
• Your target goals for those marketing initiatives like generating 100 leads per week.
• Marketing initiatives that are not aligned with your current strategy to stay focused on your goals and activities that will help you be successful.

Once you input all information, the tool will spit out a table (as shown in the image below) that you can use to guide your processes.

Pro Tip: If the tool doesn't work, clear your browser's cache or access it in incognito mode.

Start the Marketing Planning Process Today

The best way to set up your marketing plan for the year is to start with quick wins first, that way you can ramp up fast and set yourself (and your team) up to hit more challenging goals and take on more sophisticated projects by Q4. So, what do you say? Are you ready to give it a spin?

Editor's note: This post was originally published in December 2016 and has been updated for comprehensiveness.

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Marketing Plan Template

Get your Marketing Plan Template for Word or open it in ProjectManager, the best way to manage your projects online.

Marketing plans involve a lot of work. Get a headstart by using our free marketing plan templates for Word. It takes you through all the phases, activities and scheduling necessary to carry a campaign from idea to successful execution.

Then, once you’ve got everything worked out at a high level, open the marketing plan template in ProjectManager. It lets you build a living, breathing marketing plan and schedule that your whole team work on together, in real time. Choose from five different work views: task list, kanban board, Gantt chart, calendar and spreadsheet. There’s even dashboards and reports for campaign insights. Get started for free and build a better marketing plan.

What Is a Marketing Plan?

A marketing plan is a document that outlines your marketing strategy and how to implement it. It usually looks forward over a year, though it can be tuned for monthly or quarterly campaigns.

The marketing plan will include the following items:

• Marketing and advertising goals over the period
• Current marketing position
• Scheduled tasks charted over a timeline, with start and end dates
• Key performance indicators (KPIs) that will be tracked
• Target market and audience

Therefore, the marketing plan offers a high-level view of the who, what, where, why and how of the marketing campaign. This gives a business the opportunity to think through what is necessary to effectively market their brand, product, service, etc.

The more thorough your marketing plan, the more likely it will achieve the goals and objectives of your marketing strategy. That’s why this marketing plan template is so important.

Why You Need a Marketing Plan Template

ProjectManager’s marketing plan template saves you time by providing an outline, so you need only fill in the blanks. It can also be reused each time you need to create a new marketing plan, whether that’s monthly, quarterly or annually.

More generally, a marketing plan gives you a framework by which to promote your product, service or brand. It allows you to understand the market and potential audience through research and then develops messaging that speaks to their needs.

Advertising might seem like magic, and in many ways, it remains a mystery, but by using a marketing plan template you can reduce the risk and raise your chance of success. That’s because the marketing plan template allows for a great deal of research, so your campaign isn’t a random or unintuitive message but rather a campaign that is fine-tuned to the needs and wants of an audience.

As your marketing plan unfolds, use marketing project management software to further fine-tune your marketing campaigns. ProjectManager lets marketing teams plan, execute, track and report on their campaigns in a single, online location. Collaboration is easy and all the data updates are in real time. Whether you want to build your campaigns with Gantt charts, sheets, task lists, kanban boards or calendars, ProjectManager has you covered. There’s no better tool for planning and executing your marketing campaigns. Try ProjectManager for free today.

When to Use a Marketing Plan Template

A marketing plan template should be used after the strategy has been decided on, but before the campaign starts. That’s the basic contours of this marketing plan template. More accurately, making a marketing plan is a process, one that starts early and doesn’t end until the campaign it defines has been completed.

In truth, the marketing plan begins with a discussion of the business strategy. Since that strategy is the lodestar that the marketing plan will follow, it needs to be part of the brainstorming that creates a marketing strategy. That will include important aspects of the marketing plan template, such as defining the niche to be exploited and the target audience.

The marketing plan template remains a live document and is never complete until the marketing push has run its course. As you execute your advertising, the marketing plan template will have to be constantly reviewed and revised as things change. The versatility of the marketing plan template is one of the reasons it’s such an important arrow in your marketing quiver.

Who Should Use the Marketing Plan Template?

The marketing plan is used by the entire marketing department of a company, but the chief marketing officer is responsible for leading the creation of the marketing plan. They will usually delegate sections of the marketing plan to various team leaders in the marketing department. But everyone is usually involved to some extent.

Research is an important component of the marketing plan template and can be completed by a third party or done in-house, depending on the structure and size of the company. Other aspects of the plan, such as activities and scheduling, will be led by the marketing leadership team after a strategy, market segment and target audience have been determined.

Once the marketing push is executed, the whole team will be employed. The marketing plan template will then be a vital roadmap that keeps the team focused on the tasks at hand and allows managers to track progress, ensuring that the project is on schedule and within the agreed-upon budget.

How to Use ProjectManager’s Marketing Plan Template

ProjectManager’s free marketing plan template for Word in a multi-page document that is customizable to fit your needs.

This is where you can add your company logo and the name of the marketing plan.

Document Control

This is where you track the marketing plan. There’s an information chart that captures the ID of the plan, the owner, the date it was issued and when it was last saved, with the file name. There’s another chart to capture all the versions, as the marketing plan is likely going to be revised many times throughout its life cycle. The chart allows you to note the version, the date that revision was made and then a space to note all the changes that were made.

The document control is complete with a chart that lists all the people involved in the approval process. That includes the client, CMO, creative director and potentially many others. There are extra rows to add those people to your list. Each person has a place to add their name, sign the document and add the date of their approval.

Table of Contents

Because this is going to be a long document, there is a table of contents to make it easier to jump to a section.

Instructions

Following the table of contents is an instructional page that can be deleted but can prove helpful, especially if this is your first attempt to create a marketing plan. The template guide has a brief description of what a marketing plan is, including what’s included.

The next paragraph explains when to use a marketing plan, which is followed by a brief explanation of how to use this template. Again, these pieces are all informational and can be removed.

Planning Basis

The next page is about the planning basis. This is broken into subsections.

• Business Information: The first item is the business information, which is a high-level description of the strategy employed to market the project. The details will follow.
• Marketing Goals: Then you’ll want to list your marketing goals, which are the specifics in your marketing plan, such as tasks, quotes, etc. There’s an enclosed chart to help you collect these. You can also put KPIs (key performance indicators) in there, but you’ll have a section to go into more detail later in the plan.
• Competitive Analysis: A competitive analysis is where you list your competitors’ strengths and weaknesses. Using a technique called SWOT , which stands for strengths, weaknesses, opportunities and threats, allows you to capture all this important data. Again, we’ve included a chart to help you with the list.
• Target Audience: It’s important to know who your audience is, which is why defining a target audience is part of your marketing plan. These are the customers to whom you’ll be selling your product or service. The better defined the target audience, the better your marketing will be.
• Buyer Cycle: Once you know the target audience, you’ll want to figure out the buyer cycle. This is the process that customers go through as they move towards making a purchase. The five major stages of this process include awareness, consideration, intent, purchase and repurchase.
• Selling Proposition: It helps to have a unique selling proposition. In other words, how does your company differentiate itself from the competition? Knowing this is crucial to targeting your marketing materials and exploiting the weaknesses in your competition.
• Strategy and Tactics: The next part is your marketing strategy and tactics. The strategy is more general and the tactics are the specific steps you’ll take to enact it. You want to have this list ready for when you move on to scheduling the marketing plan.

Marketing Plan

As you develop your plan, don’t forget your company brand. That’s how you interact with customers and the public at large. It must align with whatever plan you want to execute and should be directing all your marketing materials.

• Website: This includes your website, which should reflect the marketing campaign or at least have a component dedicated to it. In fact, many will want to create a dedicated website for the marketing initiative, which will be part of your larger plan.
• Marketing Channels: Another way to reach your target audience is through marketing channels. These are the routes you can take to market directly to your audience. Figure out the best ones and incorporate them into your marketing plan.
• SEO: SEO means search engine optimization and is another crucial step in your marketing plan. Using the right keywords and other online tools can help drive traffic to your product or whatever web presence you have created to sell it.
• KPIs: Measurements and KPIs, which we touched on earlier, are how you chart the success of your marketing plan and make sure you’re keeping to the schedule you created. There are many you can use, such as sales revenue, site traffic, etc.
• Project Timeline: The next step is to take all those activities, tasks and resources and schedule them on a timeline that starts at the beginning of your campaign and ends with its conclusion. This can be done any number of ways, from using a simple calendar to adding complexity with a spreadsheet or Gantt chart .

How ProjectManager Improves Your Marketing Plan

Our marketing plan template is a fantastic start, but if you’re looking to take your marketing management to the next level, you should sign up for ProjectManager.

Plot Entire Marketing Plans on the Gantt Chart

ProjectManager has an interactive Gantt chart that can organize all that work, link dependencies and set milestones. The Gantt allows you to describe each task, set the deadline, add priority and create customized tags to help you further organize the work. Teams can comment at the task level and there are email and in-app notifications to alert them when a comment has been added, responded to or the task has been updated in any way.

View Your Marketing Plan Status in Real Time

As teams update their status, it’s reflected on the Gantt. But the live data is also fed and automatically calculated on a real-time dashboard. Now you have an instant high-level status report whenever you want it, monitoring time, costs and much more.

Easily Generate Reports for Your Stakeholders

For more detailed reports or to update your clients, use one-click reporting tools. There are reports on workload, timesheets and more that are easy to generate and share with clients to keep them in the loop. The reports can also be filtered to show just the information requested.

ProjectManager Has All That and More

Unlike other project management software, ProjectManager has tools to help you manage several marketing plans with one tool, using a roadmap to see how you can more efficiently manage resources. Manage numerous advertising pushes at once and get a portfolio dashboard to help you monitor progress and performance. No other tool is as easy to use and effective at organizing your work.

What Other Templates Can Help Your Marketing Plan?

If you need time to make a decision about subscribing to project management software, there are dozens of free project management templates on our site that address planning. Here are just a few.

Work Breakdown Structure Template

As stated above, an essential part of any marketing plan is detailing the tasks you have to complete. If you miss any, it can negatively impact your budget, schedule and derail the entire campaign. That’s where a work breakdown structure template comes in. It’s a tool that thoroughly captures every step of your project, making sure there are no costly surprises.

Work Schedule Template

Once you have those tasks lined up, you need to assign them to people in the marketing team and maybe contractors as well. To organize all those various jobs and keep your team working and organized, you need our free work schedule template. It has space for your to note what days your team is working on a project, a task and even collects pay rates and hours spent on their assignments.

Production Schedule Template

If your campaign includes you producing ad materials, you’ll want to use our free production schedule template. It allows you to organize getting your promotions to the target audience by coordinating deadlines and the raw materials you need to procure to create those marketing assets.

Related Content

If you’re looking for more information on marketing plans or planning in general, take a moment to visit ProjectManager’s website. It’s a hub for all things project management, including weekly blogs, tutorial videos and guidebooks for an in-depth look at the various aspects of planning, monitoring and reporting on one or more projects. Here are a few to get you started.

• 10 Free Marketing Templates for Excel, Word and More
• How to Make a Marketing Plan Like a Project Manager
• Why Marketing Teams Absolutely Need a Project Manager
• 3 Project Management Tool Tips for Marketing Teams

Marketing is just a project, which means it’s made up of work with a beginning and end that results in some deliverables. Marketers would then obviously benefit from using project management tools. ProjectManager allows them to better organize their work efficiently. Join the tens of thousands of teams who are using our tool in organizations as varied as NASA, Ralph Lauren and Volvo. Sign up for your free trial today.

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Marketing Plan Templates

Every successful marketing project starts with a plan. But knowing how to write a well-crafted marketing plan—and having time to do it—doesn’t always come easy.

That’s why templates are the perfect place to start.

Templates not only provide an example of what a marketing plan looks like. They simplify the process so you can move from planning to doing faster.

Use these marketing plan templates to help you strategize, schedule, manage, and execute marketing projects on any scale.

Free marketing plan templates

Gantt chart templates make it easy for busy marketers like you to build, organize, and manage project plans. We put these marketing plan examples together so you can spend less time figuring out where to start and more time actually getting work done.

Modify a template to work for your team, or use it as a sample to spark ideas for your next planning session.

Digital Marketing Plan Template

Digital Marketing Campaign Template

Strategic Marketing Plan Template & Examples

Tactical Marketing Plan Template

Marketing Schedule Template

Social Media Strategy Plan Template

Social Media Marketing Schedule Template

Make your own gantt chart templates to manage marketing projects.

Do you plan the same types of marketing projects over and over again?

Creating your own gantt chart templates can save you tons of time. And with TeamGantt, it’s easy to do! Simply create a new project and save it as a template .

Use templates again and again to standardize your project management process and get projects done faster.

Free project management templates by industry

TeamGantt isn’t just for marketing. It works well for projects in any industry. To give project managers like you a leg up, we created a whole library of free gantt chart templates your team can use.

Feel free to explore all the ready-made project templates you have available:

• Project management templates ‍
• Design and creative templates ‍
• Event planning templates
• Software development templates
• Construction management templates ‍

And more, coming soon!

Create your first project for free!

Start saving time, hitting deadlines, and delivering within budget with a free TeamGantt project.

Simply choose a marketing plan template, set up your free account, and get started right away. You’ll be on your way to a fully formed plan in no time!

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Free Microsoft Word Marketing Plan Templates

By Joe Weller | December 3, 2023

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You can use a marketing plan template to establish your business goals and satisfy your customers’ demands. We’ve collected free, editable marketing plan templates in Microsoft Word, plus tips on when to use a marketing plan and how to create one. 

Included on this page, you’ll find a digital marketing plan template , a one-page marketing plan template in Word , and a marketing plan with a schedule . You’ll also learn why you need a marketing plan , how to create a marketing plan , and more.

Microsoft Word Basic Marketing Plan Template

Download the Sample Basic Marketing Plan Template for Microsoft Word   Download the Blank Basic Marketing Plan Template for Microsoft Word  

Use this basic marketing plan template in Microsoft Word, available with or without sample data, to showcase your marketing plan in a simple yet effective format. The information you enter for your marketing mix (product, price, place, and promotion) is valuable for explaining your target customers’ needs, regardless of industry. The Marketing Channels section provides ample space to describe your channel strategies and their costs, so you can show stakeholders how you're utilizing the marketing budget.

Microsoft Word Strategic Marketing Plan Template

Download the Strategic Marketing Plan Template for Microsoft Word  

Use this strategic narrative-style marketing plan template in Microsoft Word as a blueprint for achieving your marketing goals. The table of content provides a list of everything in the document, making it easy to locate information. You have plenty of space to create a comprehensive and thorough plan. You can also use this template to create a competitive analysis using your businesses’s challenges, a SWOT analysis, the marketing capabilities, goals, a financial summary, and more. Each section is broken down into subsections to ensure you cover all areas in detail.

Microsoft Word Digital Marketing Plan Template

Download the Digital Marketing Plan Template for Microsoft Word  

This spreadsheet-style digital marketing plan template provides an organized format to outline an effective marketing strategy. Each section is fully customizable, so you can edit the campaigns, goals, and deliverables. This template also tracks the progress of each digital initiative using a calendar to keep the plan moving forward efficiently.

View this collection of free digital marketing plan templates for managing any digital marketing project.

Microsoft Word One-Page Marketing Plan Template 

Download the One-Page Marketing Plan Template for Microsoft Word  

If you need a high-level marketing plan to share with your team, this one-page marketing plan template in Word is perfect for simple projects. Use the first section to enter your business summary, your objectives, the problem you’re facing, and more. This information provides your team with a clear understanding of what impacts the plan’s success. Complete the Action Plan section to clarify your team’s strategy by assigning owners, dates, and costs.

Microsoft Word Marketing Plan with Schedule 

Download the Marketing Plan with Schedule for Microsoft Word  

This marketing plan template includes a schedule to keep your project on track. First, fill in your marketing goals, strategy, performance standards, and financial summary. Then complete the schedule using the customizable timeline. Enter each deliverable, its due date, and the owner in the corresponding columns. Share this template with your team so that they have a clear understanding of the marketing efforts and timeline. 

Find helpful tips and templates for managing your marketing projects .

What Is a Marketing Plan? 

A marketing plan is a document that outlines an organization’s strategy for reaching its target audience. It includes marketing goals, deliverables, metrics, and more. The length of the plan varies, depending on the scope and complexity of the business goals.

Why You Need a Marketing Plan

You need a marketing plan to drive revenue to your business. Implementing the plan can lead your target customers to your product or service. Without one, you could be leaving money on the table. 

Here are the reasons why you need a marketing plan:

• Aligns Marketing Goals with Business Goals: The success of your marketing goals should translate to business success. Aligning the two will narrow your focus, help avoid distractions, and reduce risk by understanding the most profitable areas to pursue.
• Emphasizes the Value of Your Product or Service: A marketing plan helps you determine the right price for your product or service based on the current market and your customers’ spending habits. 
• Establishes Accountability: Team members and stakeholders can easily see who is responsible for each task and when the tasks are due. 
• Identifies the Most Effective Marketing Channels: When your marketing channels are broken down into type, cost, and performance, it’s easy to see which are the most successful and reach the most customers.
• Identifies the Target Audience: Knowing your audience ensures your marketing strategies are customer-focused. 
• Identifies Your Competitors: Comparing your strategy to those of your competitors will help you identify your business’s strengths, weaknesses, and areas for growth.     
• Improves Efficiency: A marketing plan template provides the framework, so all you have to do is fill in the information. You can also reuse the plan for future marketing campaigns, saving time and resources, as well as maintaining consistency. 
• Keeps Everyone Aligned: Team members and stakeholders have a single source of information that keeps everyone on the same page.  
• Motivates Your Team: Being able to visualize the big picture of your organization’s goals helps keep the team focused and excited to take part. 
• Organizes the Strategic Methods: This document outlines the process for reaching your goals and ensures the strategic methods are prepared in a meaningful way. 
• Promotes Customer Retention: Keeping active customers is vital to a business’s profitability.

Why Use a Marketing Plan Template

A marketing plan template helps you determine where to focus your efforts. The pre-defined format guides you through key components of the process. If you want to keep current customers and attract new ones, a marketing plan is essential.

How to Create a Marketing Plan 

Creating a marketing plan does not have to be an overwhelming task. Start by writing a business summary. Set goals and objectives, and add market research to support your plan. Add KPIs, and share the document with stakeholders.

Writing a marketing plan is achievable when broken down into steps and if you download a strategic marketing plan template to guide the process. Follow these steps to create an effective marketing plan:

• Complete a Business Summary: This content includes your organization’s mission statement and vision statement. Be sure to keep the business’s core purpose at the forefront of the marketing decisions. 
• Conduct Analysis: Include a situational analysis, a competitor analysis, and a SWOT analysis. These analyses help identify revenue-generating opportunities and areas that may need improvement. Learn how to perform a SWOT analysis . 
• List Core Capabilities: Your core capabilities are what set you apart from competitors. Typically, organizations might list these as the best-quality products or services, the best customer service, the strongest company culture, or the lowest-cost provider. 
• Set Goals and Objectives: Determine what you want to achieve through your marketing initiatives and list the necessary steps. Include goals for business, sales, finance, marketing, and communication. 
• Know Your Target Market: Research your customers’ demographics, needs, values, budget, and buying trends. Use these details to provide them with the best experience. 
• List Strategic Marketing Methods: A marketing strategy can include branding, networking, advertising, press releases, a business website, SEO, and more.
• Conduct Market Research: Completing this section is important for maintaining a customer-focused approach because it reveals your customers’ wants and needs. To help determine the specific content that interests your customers, check out the top content marketing plan templates, examples, and samples .  
• Determine Tracking and Performance Methods: Decide which measurements and KPIs you need to effectively monitor for tracking the success of your marketing plan. 
• Prepare a Budget: A budget creates a financial framework for marketing initiatives and outlines the business’s spending. 
• List Assumptions: This step will prepare you for possible situations that might require a shift in your marketing strategy, timeline, or budget.

Marketing Plan-Related Templates

Use a variety of marketing plan templates to identify your target audience and the best channels to reach them. Check out these customizable templates designed to organize a strategic course of action for driving more customers to your product or service.

Free Nonprofit Marketing Plan Templates and Samples

Use one of these nonprofit marketing plan templates to create a successful marketing campaign.

Free Event Marketing Templates: Event Marketing Plans, Strategy Documents, and Checklists

This collection of event marketing plan templates include options for event marketing plan, strategy documents, and checklists.

Free Marketing Plan Action Templates 

Use a marketing action plan template to set your marketing goals and clarify the steps to achieve them.

Free SWOT Analysis Template

Use one of these SWOT analysis templates to identify opportunities and areas of improvement for your marketing plan.

Free Marketing Communications Plan Templates 

Effectively communicate with your target audience using a marketing communications plan template

Easily Manage All Key Aspects of Your Marketing Plan in Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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Microsoft planner.

Originally starting from Included now starting from Included

Included Included

in Microsoft 365

Planner in Microsoft 365 includes:

Real-time collaboration, commenting, and sharing using the Planner app in Microsoft Teams or the Planner web app

Creation and management of content-rich tasks with features including files, checklists, and labels

Tasks organized by My Day, My Tasks, and Assigned to me

Basic plan templates

Ability to view reports and dashboards

List, Grid, and Board views

Ability to view task dependencies

Security, compliance, data privacy, accessibility, and Microsoft 365 customer support

Planner Plan 1

Originally starting from $10.00 now starting from $10.00

$10.00 $10.00

(Annual subscription auto-renews) *

Includes everything in Planner in Microsoft 365, plus:

Project goals

Backlogs and sprints

Premium plan templates

Timeline (Gantt) view

Task dependencies

Customization and integration

Project Plan 3

Originally starting from $30.00 now starting from $30.00

$30.00 $30.00

Includes everything in Planner Plan 1, plus:

Copilot in Planner (preview) 3

Task history

Baselines and critical path

Resources request capabilities

Program management

Project financials, budgeting, and costing

• Advanced dependencies with lead and lag

Project Online desktop client

Project Online

Project Plan 5

Originally starting from $55.00 now starting from $55.00

$55.00 $55.00

Includes everything in Project Plan 3, plus:

Portfolio management

Enterprise resource management and allocation

Project Standard 2021

Originally starting from $679.99 now starting from $679.99

$679.99 $679.99

(one-time purchase)

On-premises project management for those who do not need collaboration tools and other advanced features. 11

Project Professional 2021

Originally starting from $1,129.99 now starting from $1,129.99

$1,129.99 $1,129.99

A comprehensive on-premises project management solution. 11

Project Server

A flexible, scalable on-premises solution for project portfolio management and everyday project and work management.

Explore Planner resources

Discover more about the new planner, access support and learning resources, see upcoming features for planner, get the latest news about planner.

• [1] After your one-month free trial, you’ll be charged the applicable subscription fee. A credit card is required. Cancel any time to stop future charges.
• [2] Requires a Power BI subscription.
• [3] While final pricing for Copilot in Planner has not been announced, users with a Project Plan 3 or Project Plan 5 license will be able to preview Copilot in Planner capabilities once it is rolled out to their organization.
• [4] Requires a Microsoft 365 subscription to use Microsoft Teams​.
• [5] Requires a Viva Goals subscription.
• [6] Requires a Power Automate subscription.
• [7] See detailed information about Project .
• [8] See detailed information about Project for the web .
• [9] See detailed information about Project Online .
• [10] See detailed information about the Project Online desktop client .
• [11] Both Project Standard 2021 and Project Professional 2021 support Long-Term Servicing Channel (LTSC).
• [*] Subscription prices shown are per month. If you’re a global or billing administrator, an annual commitment is required to purchase online. You can choose to pay monthly or annually. Within the Microsoft 365 admin center, global and billing administrators can choose either annual or monthly commitment plans. All others may purchase a monthly subscription online.​

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See why the world’s best creative teams run on Workamajig

6 best marketing project management software (2024).

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Marketers need a project management tool that lets them oversee each component of project planning and monitoring. It obviously should have project and task management to plan work and track progress. But, in our experience working with agencies and internal marketing departments, we’ve found these users also need tools to:

• Manage internal staff and team members — including their schedules and hours.
• Source and manage relationships with freelancers.
• Share and store marketing collateral and other digital assets projects require.
• Collaborate with all project team members and clients. Specifically, your PM software should include tools like proofing and version history so designers, managers, and clients can work together on creating final content.
• Simplify client communications and (if you’d like) grant clients visibility so they can see project progress without asking your team for updates.
• Integrate with media planning solutions and other marketing tools to pull that data for projects and reporting.
• Plan project budgets and track costs.

This last element — financial management and budget tracking — is what we find that 99% of project management softwares miss. But if marketers don’t track costs within project workflows, they operate in the dark until they calculate costs and create invoices.

Strategic marketers manage projects, people, clients, content, and costs in one system — that’s how they guarantee profitability from their work.

Now, other project management software miss more than that; some also lack time tracking or resource management .

That’s because the majority of project management software — most names you’ll see when you research this software category (Monday.com, Jira, Asana, Zoho, Trello, Basecamp, and more) — are not specifically designed for marketing teams and lack tools to manage creative projects and marketing campaigns.

So, we put together this guide of project management tools for marketing teams so you can compare the options that check these criteria (and skip the names that aren’t tailored to marketers’ requirements).

Workamajig: All-in-One Marketing Project Management Software for Agencies, Internal Teams & Enterprises

We designed Workamajig as a project management tool specifically for marketers, creatives, and agencies . It is a comprehensive work management tool combining project and agency management: task management, resource management, time tracking, vendor and client management, financial reporting, and more.

Our goal when developing our platform was to solve the problems marketers and creatives face with generic project management software — like not having all the details to build accurate estimates or allocate resources properly, not being able to track schedules or tie work hours to projects, or not having tools to track costs in parallel with projects.

It brings everything under one roof, so you’re not managing different elements of projects in different systems (paying for multiple systems, trying to integrate them, wasting money and time in the process, and more).

Our team will meet with you before starting Workamajig to discuss your current processes and challenges and provide a personalized demo of our platform . We can help you determine if Workamajig can support your teams and project workflows and game plan the next steps.

We provide free onboarding and training so we can configure the platform to your requirements and ensure smooth adoption. (We’ll also show you how to change settings so our platform scales with you.)

Bringing team members, clients, and vendors on board is easy because the navigation and features are intuitive and user-friendly. Most marketing departments can fully launch our product in ~60 days.

We’ll briefly review Workamajig’s project management features that satisfy the above-mentioned criteria. If you’d like to see the full walkthrough after reading, you can request a demo with our team .

Planning & Monitoring Marketing Projects

Project planning.

Our system supports project planning from the first contact through approvals and scheduling.

There are two ways you can receive and manage requests for work.

First, Workamajig includes project request forms. We provide templates you can customize to gather project details from the start. You could post these in portals for other departments or existing clients to request work or post them on your site for new customers to make contact.

Managers can view all new project requests in their dashboard, review the details, approve or deny work, and start building estimates.

In addition, Workamajig includes a native CRM with Kanban boards; potential customers can email you requesting work, and your sales team can manage opportunities through the pipeline.

Managers and sales teams can build out the tasks to complete projects, and they can reference current project schedules, available resources, budgets, and financial data throughout the process — which allows them to provide more accurate timelines and estimates. Workamajig stores all project details and communications.

Then, approved PR forms and details from sales conversations automatically feed into new projects in your dashboard. Our system preserves all the project’s tasks, notes, and attachments so managers can start planning and all team members have the necessary context to complete their work.

In the project management dashboard, managers can finalize task details and specify the start dates, due dates, and time allotments to keep projects on schedule.

Project Monitoring

Your Projects dashboard shows you all active projects and their status. You can customize your dashboard’s Gantt charts by color-coding project phases, allowing you to easily pop in and get a visual of where projects stand.

This dashboard goes beyond tracking completed tasks and incorporates budget monitoring. It’s also unique from other PM tools in that it updates timelines in real-time as users complete tasks; you can see if projects are ahead of schedule or running behind and when exactly they’re expected to wrap. All of this gives you a more concrete view of project health and timelines.

Our system also displays yellow warnings to let you know if projects are at risk of exceeding budgets or running over estimated end dates (and shows if you’re already in the red ).

On that note — our system also includes a Today dashboard for all users so they know exactly where to focus their attention. This helps managers:

• Send prompt replies to new project requests and client emails.
• Stay on top of projects and proactively troubleshoot to avoid issues.
• Plan their day and manage workloads and other operational tasks.

This also saves managers time because it shows team members and freelancers what they need to work on, how much time to spend on tasks, and when they are due. Managers don’t have to micromanage.

Users can also track project hours here! More on that in the next section…

Managing People, Schedules & Hours

Now that we’ve covered the tools for putting projects on the schedule and monitoring active projects, let’s discuss how Workamajig simplifies marketing resource management .

Workamajig lets you bring all staff — managers, internal team members, and freelancers — under one roof to assign tasks, share calendars, and track hours.

Resource Management

The resource management tab provides a breakdown of the following:

• All available team members
• Maximum hours they’re available to work
• Hours they’re already scheduled (and hours by day)
• How many hours are left over

Our system also integrates with calendar systems (Google Calendar, Microsoft Outlook, and Exchange) so employees can share availability and import hours from calendar events like meetings.

This shows managers exactly when employees are available to work so they don’t hold up projects by accidentally assigning tasks to team members who are OOO or tied up in other work obligations. This also keeps employees happy.

Managers can assign team members to tasks and hours automatically update in this dashboard. All employee hours are tied to rates, too, so managers can monitor project budgets as they assign work and make sure they’re assigning the best people to projects.

Managers can easily re-assign tasks on the fly if someone calls out sick, they need extra hands on a project, or they simply need to rebalance workloads.

Vendor Management

Workamajig includes vendor management features to help you:

• Source freelancers for projects —You can request quotes, receive and compare bids, and assign work. Then, you can incorporate freelancer costs into project estimates; these costs don’t surprise you or hurt project budgets down the line.
• Manage freelancers’ work — Freelancers have a version of Workamajig’s Today dashboard where they can see active projects, to-do lists by day, and details for each task. Managers don’t have to communicate all this over email and keep track of those email threads.
• Manage vendor invoices and send payments — Workamajig includes a complete accounting system so you can reconcile and pay vendor invoices. We’ll talk more about this later.

You can create unlimited vendor portals (and we don’t charge per portal).

Time Tracking

Workamajig includes time tracking and allows employees to log hours on task cards. This lets managers tie hours to specific tasks and projects and makes it easy on employees — they don’t have to use a separate time tracker tool or update a spreadsheet at the end of each day.

Workamajig has two time tracking features:

• Timers to track working hours automatically. This functionality is convenient for all parties and lets managers see how long tasks take to the minute (which helps plan future projects). Users can pause timers and switch tasks; our system records their hours when they mark tasks complete.
• A standard time entry feature to plug in hours manually.

Workamajig also lets employees add meeting hours to projects. Our system displays calendar events in the dashboard so they can specify which project the event corresponds to and confirm they attended.

Read more: Top Project Management Tools with Time Tracking (for Creatives)

Project Team & Client Collaboration

Task cards contain a variety of tools to fuel team and client collaboration.

As mentioned, our system stores all the details from project planning so that employees have the full context when starting their work. However, they can easily tag managers or other team members in comments if they need more details.

Then, they can attach website links and files to task cards and request feedback (from other team members, managers, and even clients). Our system accepts dozens of file types, including images, video, audio, design files, documents, PDFs, HTML, and more.

Note: Our system will save file names if you remove content from the system — then you have a starting point to retrieve it elsewhere.

Users can preview content in Workamajig and annotate files using our platform’s proofing tools. Then, editors can see feedback and upload new versions as they make changes. Our system stores the version history for all files so users can quickly reference past content and see the edits between versions.

Client Portals

Clients can access Workamajig via portals. You can create unlimited client portals (just like vendor portals; we don’t charge fees for these).

Clients can use portals to:

• Request work
• Check the status of projects
• Join feedback discussions
• Access final deliverables
• View invoices (and all details)
• Communicate with your team

Centralizing these communications improves organization and makes it easier to reference conversations later.

Workamajig Media Planning Integration

Workamajig connects with the media planning system Strata and media buying payment solutions FastPay and CSI, so marketing teams that manage and purchase media buys can incorporate this data into projects and reporting.

Our media planning tools support the financial aspect of media buying and allow you to easily import broadcast and print orders and invoices from Strata.

You can learn more about Strata sync here or view our complete list of Workamajig integrations here .

Workamajig Accounting Suite

Workamajig comes with a full accounting suite that can replace systems like QuickBooks, Sage, NetSuite, or Xero (allowing marketers to consolidate their tech stack even further). We explained how our system lets you manage and pay vendor invoices, but it also lets you:

• Automatically generate client invoices with all line items and billable hours. Workamajig supports multiple billing methods (time & materials, fixed fees, retainers, or media), so you can choose your preferred method per project.

• Track invoice status (i.e., see if clients have received and acknowledged invoices) and receive payments.

Financial Reporting

Then our financial dashboard has a revenue forecasting tool and a variety of reports to monitor:

• Revenue and project profitability — see profitability by project (with full cost breakdowns)
• Budgeted vs. allocated vs. actual costs
• Cash flow — our system automatically defers advanced payments to provide more accurate numbers here
• Client profit and losses

Read more: Best Creative Project Management Tools with Financial Tracking

Agency Insights

In addition to financial reports, Workamajig includes an Agency Insights dashboard to analyze project hours and see where your team members and freelancers spend their time.

This dashboard shows you hours by client, service, and department — you can dig into which clients, projects, and tasks take up the most time and get a feel for how long these tasks take, on average. You can also see which teams you utilize the most often and who works the most hours.

Agency Insights helps you:

• Balance project schedules to help give everyone a consistent workload.
• Identify services that eat up resources and determine ways to complete tasks more efficiently.
• See which clients you’re spending too much time on and determine how to troubleshoot.
• Track billable vs. non-billable hours, implement labor budgets, and optimize resource allocation.

Pricing & Getting Started

We offer solutions for in-house teams and marketing agencies and can also design custom enterprise plans. During your demo, you can specify whether you’re interested in Workamajig to support an internal marketing department or agency, and we’ll show you how we configure our platform for your requirements.

All of our plans include free onboarding and training and pricing is based on team size:

• Pricing for teams of 10+ is $41/user/month.
• Pricing for teams of 20+ is $39/user/month.
• Pricing for teams of 50+ is $37/user/month.

If you want to learn more about Workamajig’s marketing project management tools , you can request a demo with us . If Workamajig is right for your team, we’ll game plan the next steps with you.

2. Advantage

Advantage is a popular project management solution for marketers because it offers comprehensive agency management software complete with native media buying and planning — as Advantage recently merged with Simpli.fi.

Marketers who need media planning software — in tandem with project, resource, financial management, accounting, and time tracking — often turn to Advantage’s solution.

Advantage is typically reserved for larger agencies and marketing teams in enterprises, as it’s a very comprehensive software (and comes with an expensive price tag).

All in all, Advantage receives good customer reviews; customers appreciate that it includes a full media planning software and accounting suite. However, some mention that set-up is lengthy and the platform has a bit of a learning curve; they also mention dissatisfaction with the overall ease of use.

Notably, some users dislike Advantage’s project management workflow, but they offer demos before starting, so you can gauge this yourself and see if Advantage’s PM tools would align with your processes.

Notable Features for Marketers

• Project & task management
• Tools to calculate estimates
• Resource management
• Vendor management
• Time tracking
• Collaborative tools like proofing & reviews
• Media planning & buying — including broadcast buying, digital buying & media reporting
• Budget monitoring
• Media Accounting
• Billing & invoicing
• Financial reporting with revenue forecasting
• Reporting dashboard (to analyze project performance, financials, staff hours, etc.)

Advantage doesn’t disclose pricing online — if you're interested in this tool, you must contact them for a quote.

Read more: Best Advantage Software Alternatives for Creative Teams (2024)

3. Clients & Profits

Clients & Profits offers a project management tool for marketing agencies and marcoms. In addition to project and task management, C&P includes resource management, time tracking, media planning integrations, financial management, and accounting. It was designed to help marketers “manage people, projects, media, and money.”

C&P works with marketing teams and agencies of all growth stages; they can configure their platform for various use cases and show you how to adjust settings as you scale, add users, or change processes.

They also offer consulting services to guide your marketing strategies and show you how to see greater ROI from your work. (C&P has been working with marketers and creatives since 1986.)

Customers typically like C&P for their hands-on approach and consulting services but voice complaints about the software's usability, as the features and UI could use a modern upgrade.

• Project request forms & tools to calculate estimates
• Project planning & task management
• Project management & monitoring
• Team management with live scheduling
• Collaborative tools to gather feedback from team members & clients
• Portfolio management
• Workflow automation tools
• Financial reporting
• Full accounting system with automatic billing & invoicing tools
• Integrations with media planning systems
• Adobe XD plugin

Clients & Profits offers unique packages for studios, agencies, and marcoms. You choose the package that fits your teams and pay per user.

• Power users receive full access to the C&P platform for $59/month.
• Project managers can join the platform for $39/month.
• Creatives and other team members can join for $19/month.
• Freelancers can access the platform in a free plan, but you can also pay an extra $9/freelancer/month to give them access to collaborative & time tracking tools.

4. Robohead

Robohead is a project management tool tailored to marketers’ and creatives’ workflows. They offer packages to support teams of all sizes, but this solution might appeal to small and growing teams due to its ease of use and modern, intuitive features. (Plus, Robohead’s team guides onboarding and offers a 60-day money-back guarantee if you’re unhappy with the platform.)

Robohead’s solution brings project management, resource management, time tracking, and financial reporting under one roof. It also holds various collaborative tools to help project teams, freelancers, and clients work together and push projects over the finish line.

Robohead does not include a full accounting system or media planning features. However, marketers like that Robohead integrates with various business applications (like calendar tools, accounting software, and Adobe’s Creative Cloud).

• Project request forms
• Project planning with templates
• Task management
• Team management with staff scheduling
• Collaborative tools to support feedback discussions & revisioning
• Financial reports
• Integrations

Robohead doesn’t share pricing on their site; you have to contact them for a custom quote.

5. Productive

The next option on our list, Productive , is advertised as an agency management software for marketers and creatives. It brings project management, resource planning, budget monitoring, time tracking, financial reporting, and invoicing under one roof. Users also like Productive because it offers a variety of tools to calculate accurate estimates, manage budgets, and track real-time profitability.

Unlike the options above, Productive does not include a full accounting suite or media planning tools, so it might be better for small businesses or growing teams that aren’t as interested in those solutions.

Productive integrates with dozens of software to serve as marketers’ single source of truth. Although it doesn’t offer accounting or media planning tools, marketers can use the open API to connect those systems with Productive and pull data into the system. Productive also uses integrations to power or supplement certain features, like financial reports.

Productive’s notable integrations include QuickBooks, Zero, Sage, SAP, Justworks, ADP, Slack, HubSpot, Google, Microsoft, and Jira.

• Project management
• Resource planning
• Time tracking & timesheets
• Documents (to create shared docs & collaborate with teammates)
• Budget management dashboard
• Real-time profitability tracking & financial reporting dashboard
• Open API (to integrate with outside systems)
• Mobile apps for iOS & Android

Productive offers three packages and custom enterprise plans.

Packages include varying features and levels of support, although Productive’s site recommends choosing the Ultimate package to access all of the core project management tools.

• Essential: Their entry-level plan with basic feature access is $11/user/month.
• Premium: Their mid-level package contains more advanced project, resource, and budget management tools and costs $28/user/month.
• Ultimate: Their top-tier package unlocks access to even more advanced features (like revenue forecasting) and HubSpot integrations. Note: Productive doesn’t share pricing for this plan on their site, so you’ll have to reach out to their team.

6. Teamwork

The last option on our list, Teamwork , has experience with a wide variety of marketing teams and agencies, but it typically appeals to enterprises or global brands (think household names like Disney, Netflix, Spotify, PayPal, HP, and Panasonic).

Teamwork is a complete agency management tool that offers project management in combination with resource management, time tracking, budget monitoring, and financial reporting. It also includes a CRM (though it lacks a full accounting suite).

Like Productive above, Teamwork integrates with dozens of outside systems and supplements certain features through integrations. Investing in Teamwork doesn’t necessarily let you consolidate your tech stack, but it lets you connect systems to centralize marketing efforts and improve workflow management.

Teamwork’s customer support team is available to guide onboarding and help users customize the software to their specifications.

• Project intake forms
• Project templates & automation tools
• Customizable project monitoring dashboards
• Resource & workload management
• Team collaboration, commenting, proofing, file sharing & version history
• Client management
• Expense management
• Budget tracking
• Tools to manage retainers
• Integrations with dozens of business applications

Teamwork offers a (very limited) free version of their software, two upgraded packages, and custom enterprise plans.

• The Deliver plan is $13.99/user/month and requires a minimum of three users (for a minimum monthly cost of $41.97). This package provides access to Teamwork’s advanced project management and automation tools.
• The Grow plan costs $25.99/user/month and requires a minimum of five users (for a minimum monthly cost of $129.95). Teamwork recommends this package because it grants full feature access.

Try Workamajig Today

Workamajig is a comprehensive project management tool that was created specifically for marketers, creatives, and agencies. It includes task management, resource management, time tracking, vendor and client management, financial reporting, and more.

To explore our platform’s features further, request a personalized demo of Workamajig .

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