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Preparing to Build Your Marketing Plan


There is no argument…marketing planning is a big task. Sure, you can break it into chunks and do a little at a time, but as Brian Tracy says in Eat That Frog! 21 Great Ways to Stop Procrastinating and Get More Done in Less Time, “If you have to eat two frogs, eat the ugliest one first. This is another way of saying that if you have two important tasks before you, start with the biggest, hardest, and most important task first.” 

Assuming you are going to take this advice (please do), set aside a chunk of time for planning and don’t do it alone. Even if you are a small shop, gather a team of advisors, subcontractors, and prospective customers to help you dream up the best plan possible. Don’t cut yourself short on time. You can always wrap up early, but it’s hard to add more time. Start with a half day per planning area. As the coordinator of this process, you will need to take your time setting the stage for each area. 

Before you start, there are certain things  to have in place. Remember those 7 P’s. While this process can help reveal holes that need further development or uncover opportunity to improve upon your previous plans, it is intended to work with a group to document the work you’ve already done and creatively plan the promotions you’ll do for your products and services.

Before your planning session, you’ll need to know:
– Product
– Price
– Packaging
– Messaging
– People

Define What Your are Creating a Plan For

When you sell physical products, this is an easy one. For a service organization, these are defined a bit differently. A product for a nonprofit might be a program offering or a service. It also might mean a fundraising or educational campaign. It could also be an event. Alternatively, it might even be a significant change in the company – an executive transition, a product launch, or an acquisition or merger. You may also need to consider a marketing plan for a crisis. In this case, it becomes more of a communication plan than marketing, but many of the same principles apply. 

The post is an except (adapted for this purpose) from Map Your Marketing – a guide to creating a comprehensive marketing plan for small business and nonprofit leaders.

Collect Data

So that your planning session goes smoothly, collect all the essential information you may need before you start. It is frustrating for all involved to walk into a planning session and be paralyzed by incomplete data. Before you begin, make sure you have at the ready any written strategic plans in place, past sales and performance measures, goals, and any audience/market research that has been done.

Invite the Right People

Decide who needs to be involved. If you are doing multiple plans, it may be different people for each plan. For example, marketing for your organization’s gala would include different people than marketing for the launch of a new widget. Involve the people who are creating the product, own the goals and who will be executing tasks. 

Start with the end in mind:

It will vary from industry to industry, and size of your organization, but it is usually a good idea to include anyone who needs to share ownership in the decisions made. It’s sometimes helpful to ask, “Who might object to this plan?” and “Who can help make this plan better?” Those are the people that should be in the room.  While a variety of input can be helpful, don’t let the room get too big. Don’t invite people who are going to hijack the conversation or take you down a tangent every five minutes. If you must, spend some time beforehand helping each person understand the objectives, their role on the team, and your expectations for their involvement. 

Planning Session facilitator:

It is an excellent idea to have a facilitator who isn’t a part of the decision making. This is a person who can focus on the process, capturing information and making sure that each participant is honored and has space to offer valuable input. If you don’t have anyone in your organization who can do this, consider inviting a trusted outsider to help. This can be a marketing director or business owner, as long as that person can manage the conversation in a way that empowers others’ involvement.


To capture your planning into a final format, you’ll need a scribe. There are a couple of different options. First, you can have someone document work as you go. This person’s role is not to contribute to the conversation, but to capture and document decisions. It can also work to have the facilitator keep notes, take photos of the joint work and write it all in the final document after the planning session. Either way is fine, as long as the person capturing the information is competent and thorough.

Program/Product/Service Leader:

This is the person or persons who have created the product, are most passionate about it and understand it best. It is important to honor the work and knowledge that these people bring to the table. However, marketing isn’t about telling the consumers how to make the clock; it’s about giving them a tool that tells them what time it is. Don’t get stuck in the curse of knowledge. Create a solid message ahead of time, so that you can avoid the rabbit holes that derail good planning time. 

Marketing Leader:

In most small businesses, someone is assigned to handle marketing. It is critical that this person is in the room and has a high level of input. Unless she/he is new, they will likely have a strong sense of who the audience is and the tools that can work to reach them. 

Gather Supplies

• Large White Notepad with sticky trim on the top. Pro tip – don’t skimp and purchase the generic brand. You’ll regret it. They don’t stick!  
• Notepads & pens for each participant 
• Copies of previous materials
• A sample of the product you intend to market
• Variety of colors of post-it notes – again, don’t buy generic. They don’t stick as well. 
• Sharpie markers
• Your T3 Marketing Blueprint Template 


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Prepare the Team

When you invite the team to this planning session, communicate well. Tell them why you are doing this, what the process will look like and what is expected of them. Communicate, communicate, communicate! Make sure they know what you need from them ahead of time. Don’t put people on the spot. A well-planned process may still require flexibility, and you may need to adapt as you go, but it will always go smoother than something done on the fly. When you facilitate this process well, you build trust. You need the trust of the team to execute, and it starts with the planning process. In addition to communicating directly with team members, send an email the day before your planning session reminding them of time, location, hospitality services, expectations, and hoped-for outcomes.

A marketing planning session takes people away from their daily tasks. This is a big deal, and it’s up to you to set the tone for this time. It is important that you, as the leader, establish the mood. When you are positive, understand and communicate the objectives well, and acknowledge the value of each participant, the planning will go smoother, and you’ll achieve better results.


When you or someone else facilitate the plan, be certain you stick to the format for each planning session. Don’t skip sections. Even if participants have been through this before, going through the whole process will remind everyone of the “rules” and keep you on track to accomplish your best plans.

Each planning session includes:

STEP 1: Introduction & Intent

Take time to make sure everyone knows each other and the role each person plays in the planning session. As the leader, you may need to help them each see the value they bring. Name the intent of your session, so it is abundantly clear why you have gathered. “We are here to create a marketing plan for the next year’s sales of Widget Z.”

STEP 2: Reviewing the Organizational Goals and Product

Ultimately, your products and services need to align with your organizational mission. Set the stage by reminding the team how this specific product/service fits your consumers’ needs, helps to accomplish your bigger picture goals, or expands your mission in a strategic way.

Often, your product may be fully developed, but in some cases, it may not be, or there might be holes in the development. In this session, your goal isn’t to fully develop the product; it is merely to review what you have and agree on core messaging. Again, if your product isn’t developed enough, or the messaging isn’t universally adopted, you will need to back up and clean these things up before you dive into marketing. Alternatively, perhaps you can do a preliminary marketing plan, but know you’ll need to wrap up product development and messaging before you execute.

STEP 3: Targets, Teams & Tactics

The T3 Marketing Blueprint is the Planning tool created by Tic Tac Toe Marketing owner Casey Fuerst.

The T3 Marketing Blueprint was created to give you a process to capture all of the important components of your marketing plan.

Each of the following chapters will give you the needed information to facilitate these sections. However, for this to go as smoothly as possible, you need to have a system in place to capture the work you do. Here’s what I recommend:

Hang the large sheets of paper on the wall. If you are doing a year-long plan, you’ll need 6-12. Label each one with one or two months.

For each audience you are targeting, designate a post-it color.

As you work, you will add the audience post-it notes to the appropriate month to indicate marketing activities. If an activity is repeated each month, add post-it notes to each month. It feels like overkill, but it will help you when you record the plan in digital format. Do not rely on your memory. Make careful notes. You may need an assistant to help you keep up.

In the end, your calendar will have numerous activities. You’ll be able to easily see which audiences are getting regular attention and which need more attention. You’ll also be able to capture your wall of planning and translate it to digital format easily.

As you move through the three Ts, explain the core principles of each of the areas (Targets, Team, Tactics) up front and remind the team members of their value. When you do this, you’ll prevent getting derailed and can more easily rein the team back in if they get off track.

There may be some areas of the plan that you have to place on hold and come back to later. Try to avoid doing this too often, as it opens too many opportunities not to finish or leave gaps in your plan.

As you facilitate the process, new ideas may come up that aren’t directly related to the plan at hand. Keep a note pad or section of your whiteboard open and label it “parking lot.” List these items here so you can come back to them later.

STEP 4: Evaluation and Reporting

You may be brain-tired by the time you get to this step. DON’T skip it! It is important to note, up front, how you will evaluate your marketing efforts and what reports will be created to keep the team informed.

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