Digital Marketing Plan Worksheets

Digital Marketing Plan Worksheets
for any digital marketing project

Identify your expected outcomes
See your ideal customer
Set measurable goals
Know your SWOT
Take action!
By Jeri Denniston
Digital Marketing Plan Worksheets

How to use this document
These worksheets are designed to help you think more creatively about what you want to accomplish with your
Digital Marketing efforts. By filling out each page of the document, you will develop a clear picture of the following
elements:
1)
2)
3)
4)
5)
6)
Your desired outcomes for some future date (at least 1 year in the future)
A clear picture of who your ideal customer is and their lifestyle activities
Clarity about how you will measure your efforts to see what works and what doesnt; setting stretch goals
Insight about your current strengths and weaknesses related to digital marketing and social media
Understanding about which Opportunities to pursue and which Threats to try to eliminate
Specific actions you need to take related to email marketing and social media in order to achieve your success
goals and your future desired outcomes
The fields of the worksheet outlined in RED are required; the other fields are not. Fill out as much of this document as
possible in order to prepare your Digital Marketing Plan. Then use the worksheets to draft your plan, adding a Title
Page, an Executive Summary and an Overview before the worksheets. The worksheets provide additional information
to share with other members of your team.
If you have questions about using this document, please send them to Jeri Denniston at Denner Group International.
We welcome your feedback about how useful this document is in your marketing efforts.
2015 Denner Group International PO Box 1132 Mayer, AZ 86333-1132 (858) 357-9600 www.dennergroup.com Digital Plan Worksheets, Jeri Denniston
Planning Worksheets for Any Digital Marketing Project

A - My Desired Outcomes
What I want to achieve for my business or project. How will internet marketing and/or social media help me get there?
By ____________ my business will be generating ___________________________________________________
(Future date)
and my customers will choose me because I provide the (check one) [ ] best service or [ ] or fastest turnaround /delivery or [ ]
highest quality products/services or [ ] best price to value or [ ] widest range or custom products
My life will have changed in the following ways ___________________________________________________________________
________________________________________________________________________________________________________________________________
A - My Target Customers are between the ages of _____ and _____, and earn $________________ per year.
(circle or check boxes below that best show a picture of your target customer)
Males
Children
Teens : Girls Boys
Young Adults
Seniors
Couples
Partners
Families
Young professionals
Females
Singles
Planning worksheets copyright 2015 Denner Group International www.dennergroup.com (858)357-9600 Contact: jeri@dennergroup.com Images: flickr commens; wikimedia
Page 1

Manual workers
Office workers
They work in these industries:
Mid-level managers
CEOS/Execs
Business
Owners/Entrepreneurs
(circle or check boxes below that best show a picture of where your target customer works)
Education / Training
Entertainment
Financial
(Bank, insurance)
Government
Health/Medical
Personal Services
(Haircare/Trainer)
Professional
(Attorney, CPA, Consultant)
Ranching/Farming
Restaurant
Retail
Other industries (describe)
Page 2

They enjoy the following activities
Active lifestyle
Boating / Cruises
Dining Out
Travel
Reading
Music, Karaoke
Sports / Gaming
Theater/ Movies
Charity work
Other (describe)
Page 3

B - My Success Measures I want to achieve by ________
(same FUTURE date as A, Page1)
Financial Measures / Goals to Achieve / Social Media Results

My business will be generating $____________ in annual revenue.
My Facebook page will have __________ of fans and ____% of those will become customers.
My Twitter profile will have __________ of followers and _____% of those will drive traffic to my website, blog, or store.
My YouTube account will have _________ of subscribers ; my videos will get __________ views per month, and my videos will
generate $___________ per month in revenue.
My Pinterest account will have __________ of followers and __________ repins monthly. ____% of these become customers.
I will have __________ direct connections on LinkedIn. It will generate _________ of new business leads; ____ % of those will become clients.
Other measures:
Customer Engagement / Happiness / Numbers / Referrals / Testimonials
I will have ____% customer satisfaction measured by 4 to 5-star reviews on Yelp, Foursquare, Facebook, or a customer survey
I will have_______ customer referrals per month
____% of my customers will be repeat customers
____% of my customers will provide testimonials
____% of social media communication from customers will be positive
My social media efforts will generate _________ new customers each month
Employee Satisfaction / Staff size / Employee engagement with customers

I will have ______ of employees working in my business
_______ of my staff will be communicating weekly with customers via social media
_____% of employees will be satisfied with their work as shown on an annual employee survey
Community / Giving Back

I will be able to contribute ____% of revenue to selected charities each year
I will sponsor or support ______ number of charity events each year
I will donate or provide free products or services to _______ charities or special events each year
Page 4

C - Where I am Today
INTERNAL : My capabilities in
digital marketing
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS
Email marketing
Landing pages
Keyword research
Social media posts
Website management
Blogging
Content generation
Customer engagement
Writing ability
Traffic generation
Online payment systems
EXTERNAL to my business
Population changes
Competition changes
US / Global Economic changes
Ecology trends (going green)
Political or Regulatory changes
(new laws that affect me)
Technology changes (internet,
mobile, access to online,
wearable technology, Apps)
Industry changes (my industry)
Customer changes (in their
needs, interests, habits)
Page 5

C - Where I am Today
IN MY USE OF SOCIAL MEDIA
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS
Facebook fan page

Twitter business page
LinkedIn profile and business page
Google+ profile and business page
Pinterest
YouTube
Blogging (Tumblr, Wordpress, Blogger)
Etsy
eBay
Instagram
SnapChat
Social media tools (Buffer, Hootsuite)
Social media measurement (Klout,
Tweetreach, Twazzup, HowSociable)
OPPORTUNITIES TO PURSUE
THREATS TO ELIMINATE
Facebook fan page
Twitter business page
LinkedIn profile and business page
Google+ profile and business page
Pinterest
YouTube
Blogging
Online store
Instagram
SnapChat
Social media tools (Buffer, Hootsuite)
Social media measurement (Klout,
Tweetreach, Twazzup, HowSociable)
Page 6

D - Actions I Need to Implement
Internet & Social Media Strategies and Actions
Strategy (Major Focus Areas )
Actions
Who Does This
Frequency
Success Measure/Goal
(Choose from page 4)
Results
Competition
1 Email marketing campaign(s)
2 Landing pages
3 Website updates
4 Article writing / updates
Page 7

Strategy (Major Focus Areas)
5
Facebook
Twitter
You Tube
LinkedIn
Blog updates
Actions
Who Does This
Frequency
Success Measure/Goal
(Choose from page 4)
Results
Competition
10 Pinterest
Page 8

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Digital Marketing Plan Worksheets

for any digital marketing project

Digital Marketing Plan Worksheets

Planning Worksheets for Any Digital Marketing Project

Teens : Girls Boys

Planning Worksheets for Any Digital Marketing Project

They work in these industries:

Other industries (describe)

Planning Worksheets for Any Digital Marketing Project

Planning Worksheets for Any Digital Marketing Project

(same FUTURE date as A, Page1)

Financial Measures / Goals to Achieve / Social Media Results

I will have_______ customer referrals per month

____% of my customers will be repeat customers

____% of my customers will provide testimonials

____% of social media communication from customers will be positive

Employee Satisfaction / Staff size / Employee engagement with customers

Community / Giving Back

Planning Worksheets for Any Digital Marketing Project

Planning Worksheets for Any Digital Marketing Project

Facebook fan page

Planning Worksheets for Any Digital Marketing Project

Who Does This

1 Email marketing campaign(s)

4 Article writing / updates

Planning Worksheets for Any Digital Marketing Project

Who Does This

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