Digital Marketing Template: Add Your Business Name Here

Digital Marketing Template
Add your business name here:
Executive Summary
Provide a short introduction outlining the following:
 Brief summary of the immediate environment

 The key issues that have emerged
 Key objectives of your online marketing plan
 Overview of strategies and tactics to be used
 Projected outcomes and ‘return on investment’
This summary should be very top level and no longer than a page in length.
Add notes here….
1
Situation Analysis
The situation analysis needs to set the context for the plan. It should include an
analysis of the micro (internal) and macro (external) environment. Address each of
the following:
 Digital specific SWOT analysis (Strengths, Weaknesses, Opportunities,

Threats)
 A summary of the 4 C’s (focussed on digital):
o Customer (characteristics, behaviours, needs, wants)
o Company (benchmark your current online proposition)
o Competitors (benchmark your competitors performance)
o Change (Political, Economic, Social and Technological factors)
 Summary of the key issues that have emerged.
Where possible use qualitative and quantitative data to support your analysis.
Use images, charts and graphs to illustrate your findings.
SWOT
 Strengths
 Weaknesses
 Opportunity
 Threats
4 C’s
 Customer
 Company
 Competitors
 Change
Summary of Key issues
2
Objectives and Strategy
The objectives for your plan need to be SMART (Specific, Measurable, Attainable,
Relevant and Timely). When defining these objectives think about the following:
 What the ‘Return on investment’ will be? This may include increased
customer spend, greater brand awareness, an increase in visits and online
registrations, etc. How you quantify and measure the success of your plan
will depend on your business and marketing objectives. This will differ from
business to business.
 Define objectives for each part of the customer journey - Awareness,
Acquisition and Conversion. Your plan needs to look at the whole customer
journey.
Make sure that your objectives reflect exactly what you will be measured on
(KPI’s).
Once your objectives have been defined, you need to provide a top level summary
of your Strategy – outlining how you are going to use digital marketing to meet
them. The strategy should summarise the ‘bigger picture’ without yet going into the
detail. It should explain the concept behind the tactics, providing a general
overview of the techniques to be used.
Add notes here….
3
Tactics
The tactics will define the channels and tools that you will use. In this section you
will add the detail to your strategy. Your tactics should define your goals for each
tactic, how they are aligned to your main objectives, and how you will measure
performance.
This part of the plan should provide the implementation details. If employing an
agency to carry out specific parts of your online marketing activity, get them to
feed into this section. Think about how your tactics are going to play out across the
year. Keep this section to the point and think about breaking your tactics up into
awareness, acquisition and conversion.
Provide specific detail on the following:
 What tactics you will use and how they will be integrated
 Operational factors, justification and customer targeting
 An indication of cost – this can be top level as detail will be provided in the
Budget
 What you will be measuring and projected outcomes (KPI’s)
Add notes here….
4
Budget
The final section of this plan will outline your budget. This is best presented as a
single spreadsheet with tactics broken down by awareness, acquisition and
conversion.
Provide specific detail on the following:
 Your total cost breakdown (overall spend across tactics)

 Monthly phasing of budget spend across all tactics
 Any financial KPI’s and milestones that need to be reached
 Phased return on investment across tactics
 A concluding top level summary of benefits
For the last bullet point you need to estimate projected channel outcomes. This will
include estimates on how much traffic will be generated from each tactic and the
number of prospects that will likely go onto convert. In addition a ‘Sales and profit’
analysis can be used to help you quantify the net profit that your Digital Marketing
plan will generate.
Add notes here….

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Digital Marketing Template

Add your business name here:

 Brief summary of the immediate environment

Add notes here….

 Digital specific SWOT analysis (Strengths, Weaknesses, Opportunities,

Use images, charts and graphs to illustrate your findings.

Summary of Key issues

Add notes here….

Provide specific detail on the following:

Add notes here….

Provide specific detail on the following:

 Your total cost breakdown (overall spend across tactics)

Add notes here….

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