Marketing Planning Meeting

Plan your marketing strategy, campaigns, and tactics for the upcoming months using this Marketing Planning Meeting Template.

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Industry
Internet
Agency
Saas
Non-Profit
IT
Startup
Consumer
Meeting Scope
Team Wide
Department Wide
Department
Marketing
Meeting type
Monthly Meeting
Brainstorming Meeting
Host Role / Title
Team Lead
Tone of the meeting
Casual
Casual

Competitive analysis 🏵

Where are you compared to your competitors? How can you differentiate yourself?


Target audience  🎯

Take a step back to understand your target group. How do they communicate? Where do they communicate? What are their demographics?


SWOT analysis 🔬

Review the strengths, weaknesses, opportunities, and threats of your  marketing strategy.


Consumer insights 📣

What are some recent insights from the Sales or Customer Success teams that reveal information about your target audience?

Brainstorming  🧠

What resources or programs can we run to address our audience’s problems?

Goal setting ⚽️

What will be our top priorities/OKRs for the upcoming period?


Campaign planning 🗺

How are we going to break down these goals/OKRs into different campaigns? How long is each campaign going to run for? What resources do we need to execute them?

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