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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.

Improve your marketing efforts and deliver best-in-class campaigns.