Company Name Here

[YEAR] Annual Marketing Plan Worksheet

Target Actual Budget

Marketing Category Marketing Tactics Target Month Budget
Audience Spent Variance
Advertising
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00

Strategy 2 Tactic 1 $0.00

Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Advertising Total: $0.00 $0.00 $0.00

Branding / Graphics
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Branding / Graphics Total: $0.00 $0.00 $0.00

Collateral
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Collateral Total: $0.00 $0.00 $0.00

Copyright 2012 - www.SBMarketingTools.com

Events
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Events Total: $0.00 $0.00 $0.00

Direct Marketing
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Direct Marketing Total: $0.00 $0.00 $0.00

Public Relations
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Public Relations Total: $0.00 $0.00 $0.00

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Research
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Market Research Total: $0.00 $0.00 $0.00

Social Media
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Social Media Total: $0.00 $0.00 $0.00

Website
Strategy 1 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Website Total: $0.00 $0.00 $0.00

Marketing Plan Totals: $0.00 $0.00 $0.00

Copyright 2012 - www.SBMarketingTools.com

Rosy Flower Shop
2012 Annual Marketing Plan Worksheet

Target Actual Budget

Marketing Category Marketing Tactics Target Month Budget
Audience Spent Variance
Advertising
Pay Per Click Ads Google Adwords monthly audience #1 $2,000.00 $2,000.00
Tactic 2 $0.00

Yellow Pages SuperPages online ads annual audience #1 $500.00 $500.00

Tactic 2 $0.00
$0.00
Trade Journal ads Flower Biz Monthly January audience #2 $100.00 $100.00
Tactic 2 $0.00

Advertising Total: $2,600.00 $0.00 $2,600.00

Branding / Graphics
Promotional Items Flower pins January, June audience #1 $150.00 $150.00
Tactic 2 $0.00
$0.00
Business Cards Standard cards August all audiences $50.00 $50.00
Tactic 2 $0.00
$0.00
Promotional Video YouTube promo November all audiences $50.00 $50.00
Tactic 2 $0.00

Branding / Graphics Total: $250.00 $0.00 $250.00

Collateral
Flyers Valentine's Day specials February audience #1 $100.00 $100.00
Tactic 2 $0.00
$0.00
Brochures Consumer brochure November audience #1 $300.00 $300.00
Trade brochure January audience #2 $200.00 $200.00
$0.00
Special Event signs Valentine's day February audience #1 $50.00 $50.00
Small Business Saturday November audience #2 $50.00 $50.00

Collateral Total: $700.00 $0.00 $700.00

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Events
Flower Show Consumer Outdoors June audience #1 $200.00 $200.00
Tactic 2 $0.00
$0.00
Flower Biz Week Exhibit January audience #2 $400.00 $400.00
Tactic 2 $0.00
$0.00
Flower Supplier Event Attendee September audience #2 $50.00 $50.00
Tactic 2 $0.00

Events Total: $650.00 $0.00 $650.00

Direct Marketing
Email Newsletter Monthly specials monthly audience #1 $120.00 $120.00
Supplier communication quarterly audience #2 $0.00 $0.00
$0.00
Direct Mail Coupon mailer quarterly audience #1 $500.00 $500.00
Tactic 2 $0.00
$0.00
Mobile QR Postcards Video promo link August audience #1 $150.00 $150.00
Tactic 2 $0.00

Direct Marketing Total: $770.00 $0.00 $770.00

Public Relations
Press releases New Flower Packages June audience #1 $100.00 $100.00
Tactic 2 $0.00
$0.00
Local Editorial coverage Main Street Gazette September audience #1 $0.00 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Public Relations Total: $100.00 $0.00 $100.00

Copyright 2012 - www.SBMarketingTools.com

Research
Customer Polls Flower package ideas March audience #1 $50.00 $50.00
Tactic 2 $0.00
$0.00
Strategy 2 Tactic 1 $0.00
Tactic 2 $0.00
$0.00
Strategy 3 Tactic 1 $0.00
Tactic 2 $0.00

Market Research Total: $50.00 $0.00 $50.00

Social Media
Facebook Page Like Incentive March audience #1 $100.00 $100.00
Facebook ads March audience #1 $100.00 $100.00
$0.00
Google + Expand customer circle ongoing audience #1 $0.00 $0.00
Expand supplier circle ongoing audience #2 $0.00 $0.00
$0.00
LinkedIn Set up Group November audience #2 $0.00 $0.00
LinkedIn ads November audience #2 $100.00 $100.00

Social Media Total: $300.00 $0.00 $300.00

Website
Content Development Home page redesign August all audiences $200.00 $200.00
New Lead capture tool August all audiences $0.00
$0.00
Mobile Web tools Mobile page September audience #1 $100.00 $100.00
Click to call app September audience #1 $100.00 $100.00
$0.00
Search Engine SEO consulting March all audiences $300.00 $300.00
Tactic 2 $0.00

Website Total: $700.00 $0.00 $700.00

Marketing Plan Totals: $6,120.00 $0.00 $6,120.00

Copyright 2012 - www.SBMarketingTools.com

How to Use the Marketing Plan Template Worksheet

Use this free marketing worksheet template developed by www.SBMarketingTools.com to track the strategies and
tactics used throughout the year to implement your overall marketing plan. Grouping strategies and tactics by
marketing category, the worksheet will help you develop an annual calendar for marketing plans for each target
audience.

This worksheet also helps you track allocated budget, actual budget and budget variance. The free marketing plan
worksheet download includes a worksheet tab with a blank worksheet to fill in and a worksheet tab with sample
marketing strategy and tactic data filled in the worksheet template.

See "Sample Data" worksheet for ideas on how to fill it out, however the worksheet should be adapted to your own
strategies, tactics and business focus.

Additional Marketing Plan Resources

Download HubSpot's free ebook The Ultimate How-To Marketing Guide to drive more traffic to your website

Download HubSpot's free ebook - 100 Awesome Marketing Stats, Charts, and Graphs and start analyzing.

Get started with "99 Tools to Help You Generate Leads with Social Media”

Download HubSpot's free eBook, "The Ultimate How-To Marketing Guide", and amplify your marketing!

Download HubSpot’s free ebook, “How to Monitor Your Social Media Presence in 10 Minutes a Day”

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Public Relations
24-7 Press Release - Sign up for Low-Cost Press Release Distribution

eReleases.com - Sign up for Low-Cost Press Release Distribution

MyPRGenie - Sign up to Manage PR and Social Media

For more marketing tools and resources, visit

SBMarketingTools.com
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Public Relations Tools • Social Media Tools • Website Tools • Small Business Resource Tools

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