A Simplified Marketing Plan that Works!

When I started my first business in 1981, I researched business plans and marketing plans. I looked at all of the formats and read a lot about the purpose of creating a business plan. But I never got enthused enough to do it.

When I launched my speaking business in 1997, I reconsidered a business plan and a marketing plan. Again, they looked too complex - like a lot of "overkill" for my one-person operation. But I soon found that I needed some type of plan that would remind me of where I was going and how I planned to get there.

For the past several years I've been using a simplified marketing plan. And it's been working for me. It may inspire you to do something similar - or at least do something! Here's how it works.

At the beginning of the year (or during my planning period for the year), I list the goals for my business. I try to look at all of the facets of the business. For example:

1. Book X speaking engagements.
2. Give X free speeches.
3. Generate $X in consulting fees.
4. Increase website traffic to X page views per month.

Then I list the key factors to my success for the year and assign a code for each. For example:
* Increase online visibility. Code V
* Deepen my credibility. Code C
* Emphasize my experience. Code E
* Generate passive income. Code I

Finally, I outline the audience(s) I want to serve, assigning a code to each.
Speakers Code S
Authors Code A
Consultants Code C
Small business Code SB

Now I'm ready to put my plan into action steps!

At the top of the first page, I list the first goal: Book X speaking engagements. Then I list as many activities that will contribute to that as possible. Here are some I've listed this year:

* New professional photo
* Monthly contact with key advocates
* Monthly postcards with tip to meeting planners
* Demo video updated; distribute to speaker bureaus.
* Timeline for each engagement.
* Send press releases for each engagement, as appropriate.
* Specific series of follow-up activities for each engagement.

In addition, I list specific prospects that I want to target this year.

I repeat this process for each goal, listing any marketing or sales activities I need to do under the goal to which it applies.

Next, I go back and code each activity. First with the Key Factors code. Will this activity contribute to my visibility? Credibility? Experience? Or Passive Income? An activity can have multiple key factors. If I find an activity that doesn't contribute to one of my key factors for the year, I ask myself whether or not this is an appropriate activity for this year. In many cases, I'll discard it or lower its priority.

Finally, I go through each activity and code the audience(s) for which it will be appropriate. Most activities can apply to several audiences, but I'll often find that I'm ignoring one of my targeted groups for the year. Again, I ask if there are additional activities I should be doing to serve them better or is it appropriate to ignore them for this year.

As a format I've found that this works well for me:

Task Key Factors Audiences Deadline Date Complete

And since I have a staff, I add an additional column for who will do the activity.

At this point, I have my basic plan. All that remains is setting the deadlines for each activity. These deadlines, in turn, dictate my daily activities. If I find myself doing something that isn't in my marketing plan, I stop and ask "Should I be doing this at all? If I should, why didn't it show up in my marketing plan? Where can I add it or should I stop doing it?"

Overall, my entire plan is less than 10 pages long. I try never to set more than 10 goals for the year, since that seems so overwhelming! So it keeps it short. I review the plan monthly, noting the activities I have completed and noting progress on those on which I'm working. I'm always amazed at how much I do get done on the plan - even if I never complete all of the tasks I've set out to do.

Having a plan is a key element to preparing for success. The format that your plan takes is entirely up to you. But if you haven't found one that works for you, try this one. Then modify it so it works even better for you. I'd love to hear what's working for you!

Dr. Jeanette Cates is an Internet strategist who works with experts who are ready to turn their knowledge and their websites into Gold. Her reputation as a speaker and trainer has earned her the title, "The Technology Tamer." Jeanette shares her news and views in OnlineSuccessNews.com

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In The News:

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LA reveals unveils new tourism marketing slogan
San Jose Mercury News,  USA - 1 hour ago
AP LOS ANGELES—The city on Friday unveiled a new marketing campaign built around the slogan "That's So LA" to keep tourists coming despite the nation's ...
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Reuters
Audi says it will increase US marketing efforts
Chicago Tribune, United States - 4 hours ago
Those marketing dollars have an aim to push Audi US sales to 200000 vehicles by 2018. Schwarzenbauer said the company has a goal to sell 1.5 million Audis ...
Audi plans record US marketing spending Reuters
Audi plans to boost US marketing budget Automotive News
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Columbus tech firm buys Dayton marketing company
Bizjournals.com, NC - 7 hours ago
Implications International, which specializes in interactive marketing, brand design, and Web development, has offices in Peoria, Ill., Mumbai, India, ...

Wellstar/TMI Begins Marketing Imaging System to Long-Term Care ...
MSNBC - 2 hours ago
TMI's marketing plan includes a program where LTC facilities can lease the equipment necessary to perform skin assessments and store the necessary data ...

Halekulani to get marketing boost from Japanese hotel
Bizjournals.com, NC - 6 hours ago
Effective April 1, Imperial Hotel will start reservations service, sales, marketing and public relations activities within Japan for Halekulani and Waikiki ...

Proton Laboratories Announces New Sales & Marketing Office
MSNBC - 19 hours ago
Proton will start by marketing a variety of enhanced water products that provide health benefits for people and the planet as well as the commercial product ...
Proton Laboratories opens Southern California office Bizjournals.com
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Zoo honored for marketing campaign
Salt Lake Tribune, United States - 3 hours ago
... different companies around the US The Utah Chapter of the Society for Marketing Professional Services recognizes excellence in marketing communications ...

Boston Globe
FedEx trims '09 marketing budget by 25%
Bizjournals.com, NC - Jan 8, 2009
United Parcel Service Inc. rival FedEx Corp. will cut its marketing budget by more than 25 percent for 2009, the company recently disclosed on its blog. ...
FedEx cuts marketing spend by more than 25 percent Reuters
FedEx cuts marketing budget DM News
FedEx to reduce marketing budgets by 25% Brand Republic
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Katz Media Launches New Marketing Unit
FMQB, NJ - 10 hours ago
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Examiner.com
Cape May tourism department wins marketing award
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