I have a method for organizing and planning marketing activities. It has evolved over the years as I practiced this method and also as I pick up tips and learn from others.

How To Organize And Plan Your Marketing

From planning to organizing to implementing your ideal marketing.

My method is not the absolute best or one that will solve all your marketing problems. But I would like to share it with you as an inspiration to help you develop your very own process and method for staying on top of your marketing efforts.

I’ve shared my thoughts and ideas about various marketing practices, channels, tactics, and strategies. Check the blog to search for a topic that you need info on now or email me and I will give you some pointers.

Google any marketing topic to find and read about recommendations and strategies that work for others. This email is about pulling all of that together and organizing your specific tactics and strategies for consistent and effective marketing.

You can apply this method to social media, blogging, special customer events, advertising campaigns, PR, newsletters, sales promotions and more.

Have a Plan

A notebook, spreadsheet, online tool, whatever you prefer to organize your thoughts and ideas will do.

I use a combination of Bullet Planner and Google docs and Freedcamp. Don’t ask. It’s just what works for me!

Create a snapshot of marketing activities and promotions for the next 6 months or even a year. Keep it as a rolling snapshot, meaning as a month passes, add the next to your plan.

Input all key dates, events, industry and seasonal dates that matter in your business.

The key thing to remember is that this is not a rigid plan. It is an agile document that you can update and move ideas around as opportunities present themselves.

Having said that, some dates and marketing commitments are more “permitted” like seasonal product launches or in my case a weekly Marketing Mondays email.

Those non-negotiable and fully committed events stay put.

Monthly Check-in And Updates.

At this time, the upcoming month, or maybe even two, should be solidified. Meaning you know exactly what activities, content, events and updates to your website are happening and what you need to work on for the upcoming month.

Your editorial content is confirmed, your dates are in your calendar and it is all systems go.

That doesn’t mean that some flexibility is out of the questions. But I would caution you around engaging in last minute promotions that require attention to detail and may interfere with your branding and other already active campaigns.

Do The Work

On a weekly basis is typically the execution mode. A succinct and well mapped out is great, putting it into action is the next step.

This is when you create content, schedule your social media, newsletters, engage with business partners, network and so all those marketing things that make a difference and help you reach your goals.

Consistency is important and planning is a big part to keep you on track. It also helps you not to panic when you get busy with running a business.

I follow this formula for all my client work also. I refine my checklists and plans and strategies all the time to make sure that they are working.

Building processes

Consistency is important and planning is a big part too to keep you on track. It also helps you not to panic when you get busy with running a business.

Here are some very specific things that I do, which might help you too:

  • I use Google sheets to keep track of content publishing schedule: weekly email, blog post, daily social media promoting website content.
  • I have a loose plan for the next 2-3 months, then at the end of each month I make firmed up plans for the upcoming month. Right now I am drafting social posts and email content for June and July. All of my evergreen content for May and June is scheduled and ready to go,
  • For social media, evergreen content is created and scheduled a month out, but I leave space for spontaneous, in the moment shares and content creation, which I do weekly.
  • I usually spend Mondays, sometimes over the weekend, looking at the week ahead to see what I have coming up, what is scheduled, does it make sense, maybe move some items around, create new content.
  • I dedicate a few hours one day a week to write the website and email content.
  • I have a checklist that each blog post is reviewed by for SEO, branding, and promotion.
  • For any advertising, I take a screenshot of the ad and note results in a spreadsheet to web traffic and email subscribers counts – these are my objectives.
  • Any advertising is planned out also, targeting, message, landing page.
  • I am a fan of Evernote, I keep notes and ideas in categories so that I can find them later when planning for weeks ahead.

I follow this formula for all my client work also. I refine my checklists and plans and strategies all the time to make sure that they are working.

Over To You

Being organized, having quick access to your plans, lists and examples make work so much more productive and less overwhelming.

Find some time to organize your next few weeks and months for your marketing activities.

I hope that you found this of value.  If you did, could you share it with your biz friends?  I would really, really appreciate it.

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