social media marketing plan template word

Time-saving social media templates

Whether you manage social media full-time or if it's just one of the many hats you wear, these social media templates will save you hours of valuable time and effort. We've created them so you can use the Office apps you know and love to plan, create, publish, and track your social media posts and results.

Social media checklist

conceptual image of a social media checklist

This list takes you step by step through creating an effective social media strategy with tips for each day, week, month, quarter, and year.

Download the Word template

Social media editorial theme calendar

conceptual image of a social media editorial theme calendar

Plan specific posts around important events, launches, and holidays. On each monthly calendar, align themes with key dates, assign projects, schedule deadlines, and list SEO keywords to include in posts.

Download the Excel template

Social media content calendar

conceptual image of a social media content calendar

Translate your social media strategy into a detailed plan. Schedule daily posts across networks, noting the date, hour, message, link, and visual so you can see your activity at a glance and have a complete record of your posts.

Social media image template

conceptual image of a social media image template

Creating social media graphics in the correct size can be difficult, especially if you're not a trained designer. This template guides you to size or create images for the most common social media image placements.

Download the PowerPoint template

Social media analytics report

conceptual image of a social media analytics template

Use this social media analytics report to explain your progress and prove your work is delivering results. Just fill in the key stats and deliver insights and valuable metrics to stakeholders in an easy-to-understand way.

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16 Best Free Microsoft Word Marketing Plan Templates to Download for 2022

Sharon Hurley Hall

With so many calls on people’s attention, good marketing is one way businesses can stand out from the competition. And to market effectively, you’ll need a marketing campaign template for Word.

marketing plan template word,

If you’ve never put together a marketing plan before, you can make the process easier by using a Microsoft Word marketing plan template . This ensures that you cover all the essential areas and that you end up with a professional-looking document. 

In this guide, I’ll share some marketing plan templates for Word, free to download and premium that'll give you a head start on creating your plan. There are plenty of attractive premium Microsoft Word marketing plan templates on Envato Elements.

Modern Word Template Marketing Plans on Envato Elements (Unlimited Use)

If you're looking for premium marketing templates for Word, Envato Elements has an offer you won't want to miss . Download as many basic marketing plan templates for Word as you like, all for one low price.

Explore Modern Marketing Plan Templates for Word

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You can find free digital marketing plan templates for Word to download online. But keep in mind that you get what you pay for. Premium marketing strategy templates for Word deliver easy-to-edit files with professional results.

A subscription to Envato Elements also includes thousands of Premium design assets to use, such as market research templates for Word, stock videos, graphics, fonts, icons, and more.

6 Premium Marketing Plan Templates (Word)

To give you a head start, here are some of the best marketing campaign templates for Word available on Envato Elements:

1. Word Marketing Plan Template

marketing plan strategy

Do you need a high-quality marketing campaign template for Word? Then this file is the right option for you. Get 32 custom pages of Word marketing plan templates that are easy to customize. This Word template marketing plan includes auto page number and file guides to make your life easier. 

2. Word Template Marketing Plan

Business Plan Template

This A4 marketing template for Word also works with Adobe InDesign. It includes 16 pages containing everything you need to create an appealing marketing plan. It uses free fonts and is print ready.

3. Marketing Plan Template for Word

Marketing Strategy

A great strategy needs a professional market research template for Word. We've got you covered with this marketing strategy template for Word. These files include four pages of marketing plan templates for Word, editable files, and file guides, and is easy to customize.

4. Marketing Plan Template (Word)

Marketin plan

There's nothing basic about this marketing plan template for Word, though the design is in minimalist black, grey, and white. It includes pages covering the most important marketing plan topics. This marketing strategy template (for Word) also works with Adobe InDesign.

5. Minimal Marketing Plan Word Template

marketing proposal

You won't lack inspiration with this marketing plan Word template. This marketing strategy template for Word includes 16 pages and is available in both US Letter and A4 paper sizes. It'll help you create an in-depth market research template in Word and Adobe InDesign.

6. Eye-Catching Marketing Strategy Template (Word)

business plan strategy

This marketing campaign template for Word has an eye-catching blue and red color scheme and includes 12 pages. This will help you create a detailed and appealing marketing plan. It includes the main areas of marketing you need to cover. Get this Word marketing plan template today. 

16 Top Free Marketing Strategy Templates (Word) to Download (2022)

Premium small business marketing plan templates are a good bet to help you make the right impression. Premium templates are usually well-designed and supported. Using premium market research templates for Word means you don't have to focus on the design. Instead, you can save your energy for the content.

Before looking for free marketing plan templates for Word, look at the premium freebies available from Envato Elements. You may find premium marketing plan templates that are free to download.

Free Envato Elements Files

Here's how it works:

But if you're on a tight budget and didn't find anything above, we've got you covered. If you need a small business marketing plan template for free, here are some to help you out:

1. Healthcare Business Plan - Free Marketing Plan Template for Word

free marketing plan template word

This marketing plan template in Word is a free download from Microsoft Office. It's most suitable for those presenting a plan in the healthcare sector.

2. Brochure Marketing Plan Template for Word free

This brochure is a great option to work with a free marketing plan template for Word. Get the most out of this free marketing template and start creating your presentation.

3. Pitch Deck for Marketing Plan - Template Free Word

Check out this minimal marketing plan template for Word with free download. It features a simple design, but it's enough to put all your ideas in one file. 

4. Marketing Pitch Deck - Free Digital Marketing Template for Word

Like geometric shapes? This free marketing plan template download will help you create an attractive plan quickly.

5. Tactical Business Marketing Plan Word Template for Free

This far from basic marketing plan template for Word includes several areas of marketing strategy you'll want to cover. You can also easily include action items and deliverables.

6. Free Marketing Plan Free Template

Get your marketing strategy off the ground with this marketing plan template, a free download. 

7.  Business Report - Free Marketing Template  

marketing plan template for free download

You can get this small business marketing plan template free download from Microsoft Office. It'll help you quickly create a marketing plan that's easy to read.

8. Direct Marketing Analysis - Marketing Plan Template Free Download

This marketing plan template is free to download from Business Plan Template. It's perfect for analyzing your marketing costs and revenue. Get this free digital marketing plan template (Word) and start creating.

9. Calendar for Marketing Plan Template for Word with Free Download

 This marketing plan template free download helps you plan your marketing, breaking it into projects so you always know when marketing tasks are scheduled. 

10. Free Marketing Plan Template for Word

You'll be able to stay on top of budgets and outcomes with this free marketing plan template for Word. 

11.  Printing And Marketing Plan Word Template for Free

Predict your profits and stay on top of deliverables with this marketing plan template for Word that's free to download.

12. Marketing Plan Free Template

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Here's a small business marketing plan template for Word free download to help you create a detailed marketing strategy for your business.

13.  1-Month Business Marketing Plan Template Free Word

Getting started with marketing? This free Word business plan timeline will help you. 

14. Free Digital Marketing Plan Template (Word)

There are eight key sections in this free small business marketing plan template. They'll help you create a thorough marketing plan for your business.

15. Free Digital Marketing Plan Template for Word

HubSpot offers a free marketing plan template for Word, plus a guide to help you use it correctly. 

16. Annual Free Marketing Template

There are several marketing plan templates to download from Small Business Marketing Tools. Use these free digital marketing plan templates for Word to ensure you cover all key areas of marketing. 

How to Customize a Marketing Plan Word Template 

When you’ve downloaded a marketing campaign template Word, you’ll want to customize it. I’ll show you how to do that. I’ll show you how to customize the premium Digital Marketing Proposal MS Word / PPT template in Microsoft Word for this tutorial.

Digital Marketing Proposal is from Envato Elements and will be used in this tutorial.

Let's get started:

1. Add Your Text to Your Marketing Plan Template (Word)

Replace the fake text that comes with the template and add your own.

Adding your text is important because it allows you to add your data and information to your marketing plan Word template. To add your text, start by getting rid of the filler text that's there. Next, highlight the text you want to get rid of and press the Delete button on your keyboard.

2. Change the Font in Your Word Marketing Plan Template

Customize the font in your marketing plan template.

Adding your font lets you stay on-brand while using a marketing plan template in Word.

Begin by selecting the text that you want to change the font of. Next, click on the Home tab. In the toolbar, you'll find the Font Menu field. Click on the arrow in that field. A menu of fonts drops down, and you can choose the font you want.

3. Add an Image to Your Word Template Marketing Plan

Add an image to your marketing plan template.

Whether you're adding an image of a product or a screenshot of data, it'll add interest to your marketing proposal. To add an image, click on the Insert tab above the toolbar. Next, click on the Pictures button.

Add an image to your marketing plan template.

When you click on this button, a menu drops down. Select the right option for you depending on where your image is located. Once you’ve located your image, double-click on the file.

The image should appear on your template. Adjust the image as needed.

4. How to Change the Background Color of Your Marketing Plan Template for Word

Customize your marketing plan template by changing the background color.

Just because you’re using a marketing strategy template in Word doesn’t mean that you must give up color scheme customization.

First, to change the background color, click on the Design tab. Next, click on the Page Color button in the toolbar. When you click on this button, a color menu drops down. Choose the background color.

5. How to Change the Font Color of Your Marketing Plan Word Template

Customize your marketing plan template by changing the font color.

To match your color scheme, you’ll want to change the font color. To do that, highlight the font that you want to change the color of. Then click on the Home tab.

Next, click on the Font Color button in the toolbar. When you click on this button, a color menu drops down. Choose the color that you want the text to be.

5 Quick Tips To Make Professional Marketing Plans in Word for 2022

Now that you've chosen a premium or free marketing plan template for Word, here are some tips to help you make your marketing plan even better:

1. Use Charts and Graphs in Your Marketing Strategy Template for Word

word marketing plan template sample

When you're presenting data on projects, deliverables, and more, use charts and graphs to represent them visually. That'll make them easier for your audience to understand.

2. Include Other Visuals in Your Market Research Template for Word

Charts and graphs aside, using the right image - or even meme - can help bring your plan to life. They'll make it memorable long after the initial presentation of data is over.

3.  Keep Language Simple in Your Marketing Campaign Template for Word

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Using simple language makes your marketing plan easy to grasp. As part of that, avoid jargon, which can be difficult for people outside your immediate circle to understand. 

4. Declutter the Design of Your Word Marketing Plan Template

Want to make key facts and figures stand out? Using a minimalist, clutter-free design helps your audience to focus on what really matters. 

Use an uncluttered design to make key facts and figures stand out.

5. Make Branding Consistent in Your Word Marketing Plan Template

 small business marketing plan template for word

When you grab your Microsoft Word marketing plan template, included brand colors, logos, and other elements to reinforce brand awareness and help you connect with your audience. 

Five Microsoft Word Marketing Plan Design Trends

When choosing your template, you want to choose a stylish one. To do that, you should know about these popular design trends:

1. Add Bold Backgrounds to Your Word Template Marketing Plan

This marketing plan has a bold background that will stand out.

Bold backgrounds on pages of a marketing plan Word template can attract the attention of the reader. When you've got a bold background, it can also make your illustrations and data stand out.

Most people who make a marketing plan won't think to use a bold background. 

2. Use Heavy Fonts in Your Marketing Plan Template for Word

Heavy serif fonts are a popular trend to add to your marketing campaign template in Word. These fonts can be helpful if you want to draw attention to an important fact or statement. Plus, heavy serif fonts stand out whether you've got a muted or bold background.

3. Add Muted Colors to Your Marketing Plan Word Template

Muted colors are soothing for the reader.

Muted colors can be calming and soothing for the audience. Because these colors aren’t distracting, they are often used to help people focus on the message. A muted color scheme is versatile and can work with most topics.

4. Add Social Media Screen Captures to Your Market Research Template in Word

Adding a social media screen capture to your marketing plan template in Word shows your reader what social media look you’re aiming for. These screen captures can be used as an example or to show a before and after.

5. Add Data Visualizations to Your Marketing Strategy Template in Word

Data visualization can help the audience understand the data you're presenting better.

Data visualization is a graphical representation of information and data. For example, adding data to a pie chart is data visualization. Using visual elements to present data can make it easier for people to see trends and patterns. 

Discover More Top Microsoft Word Template Designs

We've shared some premium and free marketing plan templates for Word, but there are plenty more to choose from. To see more small business marketing plan templates, check out the following articles:

social media marketing plan template word

Five Benefits of Using the Best Marketing Plan Word Template with Professional Designs (in 2022)

Are you not sure if you want to use a marketing plan Word template? Maybe you want to know what the benefits of using a template are.

Here are five benefits of using a marketing plan Word template in 2022:

Benefits of Envato Elements (The Power of Unlimited Use)

Word Marketing Plan Template

Sign up for Envato Elements. You'll get access to thousands of unlimited-use graphics and templates. Choose from web themes, to PowerPoint presentations, to Word marketing plan templates , and more—all for one low price. 

Common Microsoft Word Questions Answered (FAQ)

Not everyone can be an expert in Microsoft Word. That’s okay. Here are some common Microsoft Word questions and answers:

1. Can I Convert an InDesign Template to a Word Document?

To convert your InDesign file into a Word document, you’ll need to own both InDesign and Microsoft Word. Then, follow these steps:

For more information, read this article:

social media marketing plan template word

2. How Do I Make a Table in Microsoft Word?

There are several methods you can use to add a table in Microsoft Word. One method is to click on the Insert tab. Next, click on the Table button in the toolbar. Then, specify the number of rows and columns you want your table to have. Finally, draw the table.

For a more in-depth tutorial, review this:

social media marketing plan template word

3. How Do I Make a Timeline in Microsoft Word?

Timelines can be helpful to show the passage of time. They can also help when you expect a project or product launch to happen. For a tutorial on how to add a timeline to Microsoft Word, study this tutorial:

social media marketing plan template word

4. How Do I Add a Background Image to a Template in Microsoft Word?

Adding an image to your template can show the reader what you’re discussing or add an emotional component to your template. You can add text to an image easily. For more information, read this tutorial:

social media marketing plan template word

5. How Do I Change the Microsoft Word Default Font?

Begin by selecting the text that you want to change. Open the Font Menu in the toolbar. Click on the font that you want to use.

social media marketing plan template word

Learn More About Making Great Word Documents in 2022

You can also improve your Microsoft Word skills with this in-depth guide , plus the following articles:

social media marketing plan template word

Create a Marketing Plan in Word Today!

As you've seen using premium marketing templates for Word can save you time and help you to make a comprehensive marketing plan.

You can find more in-depth or basic marketing plan templates for Word on Envato Elements for one low price. 

Grab your favorite template and start creating your marketing plan today.

Editorial Note: This post has been updated with contributions from Sarah Joy and Gonzalo Angulo . Sarah is a freelance instructor for Envato Tuts+. Gonzalo is a staff writer with Envato Tuts+.

Sharon Hurley Hall

Social Media Strategy Template

Plan your social media strategy with this step-by-step template (available in Word, Google Docs and as a PDF). This free template will guide you through the process of setting up social media goals, choosing the best social networks to focus on, analyzing competitors and more.

You can use this template as a tool to help sell social media packages to new clients, get buy-in for increasing your social media marketing budget, or to plan and implement a social media strategy to grow your own business.

Download the Social Media Strategy Template

The Digital Marketing Templates Library

social media marketing plan template word

Download as Microsoft Word

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Download as PDF

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Open as Google Doc

Why Use a Social Media Strategy Template?

Social media can be a powerful marketing channel. But it’s not enough to share links to new blog posts you publish. Or automatically retweet every piece of industry news. People expect variety, engagement, and native content that’s tailored to each social network.

At the same time, there are so many networks now that it can be hard to figure out which ones are worth focusing on for the best ROI. Or engagement techniques that work on each platform.

This template will help you plan, organize and implement a social media marketing strategy that will drive actual business results. (Not just likes and follows.)

Whether you’re just starting out. Or if you have a team of social media managers covering multiple platforms. You can customize this template to get the most from your efforts.

What’s Included

Here’s what’s included in this social media strategy template:

How to Use This Template

How to Get The Most Out of This Template

Planning out your strategy is an important step in getting as much value as possible from social media. However, it’s only a jumping-off point. Here are some other tips to improve your results:

Here Are The Templates One More Time...

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4 free social media campaign templates you can use right now—and why you need one

Written by by Ronnie Gomez

Published on  August 12, 2021

Reading time  6 minutes

There’s nothing more intimidating than a blank page (or spreadsheet, depending on your preference). A strategy can be crystal clear in your head, but documenting it to share with others always feels like a hurdle, especially when it comes to campaign planning.

Luckily, that’s where templates come in. A social media campaign template can help you speed through the documentation process so you can focus on bringing your team’s vision to life. While a template can’t account for specificities, it can still provide a solid foundation that grounds your immediate team, other departments or agency partners in your campaign goals and inspiration. If you’re looking to refine your campaign planning process, keep reading to learn more about our favorite templates, plus some tips on how to improve existing ones.

Why you need a social media campaign template

Templates provide a standardized starting point that ensures consistency and efficiency. A flexible campaign template that accounts for team standards and the needs of other departments can also prevent any crossed wires as your campaign sets in motion. If you’re still not convinced, here are some other key benefits you might not be considering:

Social campaign management today can be an arduous process for social media managers without the proper infrastructure in place. With the right template (and with the help of a  social media management tool ), you set every campaign up for success.

4 free social media campaign templates you can use right now

If you’re new to the ways of template creation or if you’re looking to reset your existing process, don’t sweat it. We’ve rounded up our top social media campaign templates below for you to use as a jumping-off point or keep as-is.

1. Social media campaign brief template

What it is: Social media campaigns have a lot of moving parts. Aligning your social, paid media and creative stakeholders with a detailed campaign brief is a great way to level-set content expectations and goals for your team. This customizable brief template will help you provide strategic and creative direction for all involved stakeholders.  

How it works: Download the free PDF and use it to document your overarching campaign strategy. This document will serve as a source of truth as you plan, launch and report on the campaign. Be sure to give all stakeholders access to the document so they can use it to guide their work as well.

2. 30-day social media plan template

A calendar view of Sprout's 30-day social media plan template

What it is : The 30-day social media plan template is great for marketers looking to switch up their strategy through focused, achievable goals. The plan gives you a week-by-week breakdown that takes you from goal-setting and brainstorming fundamentals all the way to reporting and refining. Plus, it’s packed with additional resources that will help you level up your social marketing skills.

How it works : Save a copy of the Google Sheet and use it to track your progress and create transparency throughout the rest of your marketing org. As you work through the steps, be sure to include links to any separate planning or note documents for easy reference. For an in-depth breakdown of each task, check out this guide .

3. Social media reporting template

What it is : Simplify your campaign reporting process with this easy-to-use social media reporting template . This document will help you organize your social data in a digestible, actionable format that highlights your successes and lessons learned. Plus, it can be used for both campaign reporting and monthly progress reports.

How it works : Download the free PDF and open it using Adobe or Apple Preview to edit. From there, you can adapt the report to your brand and plug in your social data. Be sure to share a branded, blank copy with the rest of your team as well.

4. Social media proposal template

What it is : If you’re freelancing or with an agency, this one’s for you. This proposal template can help you put together a cohesive campaign pitch that accounts for all deliverables, deadlines and costs up front. Use it to create a solid foundation for partnerships and to set reasonable client expectations from the jump.

How it works : Make a copy of the Google Doc and adapt the proposal to your brand and campaign. If you need additional inspiration, check out this comprehensive explainer on how to create a winning social media proposal .

4 elements of a successful social media campaign template

There is a lot of information you can include in a campaign plan template, but to make it as useful as possible, you’ll want to strike a balance between big-picture strategy and tactical details. To make sure you’re presenting your strategy in a way that clicks with your colleagues and collaborators, make sure you include these essential elements:

1. Preliminary research

A thorough research phase can help you finetune your campaign before it even begins. By looking at audience trends and interests, you can validate big swings, avoid potential misses and find new ideas you might not have considered.

Before jumping into creating a campaign plan, use a social listening tool to validate your ideas and hypotheses. With Sprout’s Advanced Listening , you can look into keywords and hashtags associated with your brand or you can analyze a trending topic for potential brand alignment. Depending on the nature of your campaign, these insights can help you build proof of concept so you can kick off your campaign with confidence.

2. A detailed campaign brief

A campaign brief creates a centralized source of truth for your marketing department. This is where you can document the campaign description, goals and objectives, messaging plans and even a list of assets and deliverables. If you think it will help your team stay on track, include it in the brief.

A screenshot of Sprout Social's Campaign functionality, showing the filled out campaign brief.

To ensure consistency, briefs should be easily accessible while planning and scheduling content. With Sprout Campaigns, you can include your brief for easy access during the campaign creation and execution process to increase visibility and alignment. That way, any team member or stakeholder who is creating content can reference it as they go.

3. An easy-to-read calendar

A social media calendar is the centerpiece of every campaign. The calendar format provides a high-level overview that helps you ensure content is publishing at a steady pace. Even if you’re manually scheduling posts through native platforms, you should still create a calendar view using a spreadsheet so you can easily see what is publishing when.

A screenshot of Sprout Social Campaign Calendar view, which shows upcoming posts across channel.

If you’re using Sprout Campaigns, you can just use the collaborative Content Calendar. This workflow eliminates any need to jump from platform to platform, allowing you to schedule and monitor content in one unified view. Plus, you can leave internal notes on the calendar associated with your campaign for reminders, ideas and more. As your campaign progresses, you can filter by the day, week or month to view your upcoming scheduled content.

4. Established checkpoints

Campaigns don’t end at launch. Decide on a (personal or team) cadence for checking in on campaign performance; the frequency will largely depend on the length of your campaign. For example, a timely social media contest might require a daily check-in until it runs its course. On the other hand, a year-long brand campaign might only need a monthly check-in.

A screenshot of the Sprout Social Campaign Performance Report, which shows top posts across channel, impression count, engagement count, engagements per impression and post clicks.

These checkpoints can help you make proactive adjustments, rather than waiting to see what worked after your campaign concludes. If you’re planning your campaign using Sprout, use the campaign Overview tab for a snapshot of engagement, post performance and more.

Step up your planning with a social media campaign template

Social campaigns have a lot of moving parts. Templates are great, but if you want to really streamline your efforts, you need a robust social media management tool. With Sprout, you can manage your end-to-end campaign process in one streamlined, unified workflow. Reclaim your time and try Sprout Social today .

Resources for you

The creator economy: making dollars and sense out of social partnerships, [workbook] social listening step-by-step in 90 minutes, the sprout social index, edition xviii: us forecast, prepare to launch with a social media campaign brief: template, recommended for you.

The Social Media Metrics Map [Download Template]

Complete guide to social media analytics and why it’s important

5 must-have social media dashboard templates for brands.

Social media benchmarks by industry in 2023

Build and grow stronger relationships on social

Sprout Social helps you understand and reach your audience, engage your community and measure performance with the only all-in-one social media management platform built for connection.

Get Access to ALL Templates & Editors for Just $2 a month.

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14+ Social Media Strategy Templates – Word, PDF, Format Download

Social media, as the name suggests, is the medium to get connected with people. So, for any businessman, entrepreneur, and marketing manager, a strategy is very important as it helps in deciding the branding of the services that the company provides. Social media plays an important role in the right marketing of the company.

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Simple Social Media Strategy Plan Template

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Social Media Strategy Proposal Example

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Social Media Strategy Template PDF Download

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Social Media Strategy Template Pdf Download

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Free Social Media Strategy Template Pdf Download

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Social Media Strategy Free Download PDF Format Template

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Create a Social Media Strategy in 5 Steps:

Step 1: set goals, step 2: learn about your audience, step 3: know your competition, step 4: analyze your position, step 5: test, evaluate and optimize, the essential guide to marketing free pdf format.

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Word Of Mouth Marketing PDF Format Free Template

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Social Media Strategies In Small Businesses

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Social Media In The Recruitment Process

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Arts Social Media Strategy And Planning Tool

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How Implementing Social Media Strategies

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Creating A Social Media Strategy

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Developing A Social Media Strategy

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Wrapping Up:

General faqs, 1. what is a social media strategy, 2. what are the types of social media.

3. What is the purpose of Social Media Strategy?

4. what should be in a social media strategy.

5. Why is a Social Media Strategy important?

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Free Social Media Templates for Excel

Smartsheet Contributor Joe Weller

August 4, 2016

Planning your social media content and measuring its effectiveness can help ensure the success of your marketing campaigns, keep writers and other content stakeholders accountable, and provide clear communication between teams - not to mention organizing your publishing schedule and saving time.

Below you’ll find a collection of free social media templates, including templates for strategy and planning, content calendars, influencer marketing, plus auditing and reporting. All of these free templates are in Microsoft Excel format and can be edited for your needs.

We've also included customizable templates in Smartsheet, a real-time work execution platform that empowers you to better plan, manage, and report on social media campaigns.

Social Media Strategy Plan Template

Social Media Strategy Plan Template

Download Social Media Strategy Plan Template

Excel | Smartsheet

This social media strategy template is designed to help you create a comprehensive strategy and action plan. Outline your company’s mission, target audience, messaging, obstacles, and goals. Research the competition and determine how to set yourself apart. Create a detailed plan for how to reach your objectives on each social network, and evaluate your success by measuring metrics.

Social Media Report Template

Social Media Report Template

Download Social Media Report Template

Translate your KPIs into a social media report with visual metrics. Display information such as your number of posts, audience engagement per post, retweets, best performing posts, and more. Compiling and tracking these analytics in an easy-to-read report creates a great tool for communicating with your marketing team or managers.

Social Media Campaign Template

Social Media Campaign Template

Download Social Media Campaign Template

Use this template to manage a particular social media campaign. The template includes sections for defining goals, the campaign timeline, the channels and types of content you will be focusing on, social media influencers and other outreach options, and metrics fmaor tracking performance. This is a detailed template that can easily be modified to suit your campaign needs.

Social Media Audit Template

Social Media Audit Template

Download Social Media Audit Template

A social media audit can inform your strategy and help ensure that your objectives are being met. Reviewing your monthly metrics and comparing them to the previous month and year can offer a clear picture of what parts of your social media plan are working and what needs to change. This audit template is a simple spreadsheet that can be edited to include all of your social channels and any metrics that you want to track.

Social Media Marketing Budget Template

Social Media Marketing Budget Template

Download Social Media Marketing Budget Template

Use this template to plan and track your social marketing budget with a spreadsheet view as well as visual metrics. The template includes monthly and annual totals, and provides a quick snapshot of how your budget is being allocated. Depending on the size of your business and scope of your social media plan, your budget may include personnel or agency expenses, content creation costs, paid promotions and more.

Editorial Calendar Template

Marketing Editorial Calendar Template

‌ Download Editorial Calendar Template

This editorial calendar template provides monthly, quarterly, and annual views, so you can create a long-term social media plan as well as detailed monthly schedules. Plan your calendar around important events, launches, and holidays. On each monthly calendar spreadsheet, you can assign projects, schedule deadlines, include target audience info, list SEO data, and track metrics.

Annual Content Calendar Template

Annual Content Calendar Template

‌ Download Annual Content Calendar Template

Combine your annual content plan and calendar in one template. This template also includes sections for compiling content ideas and collecting your previous posts that were successful. You can use this template to create an annual overview of your marketing campaigns so that your social media plan is integrated with other marketing efforts.

Blogging Calendar Template

Blogging Editorial Calendar Template

‌ Download Blogging Calendar Template

Similar to the annual content calendar above, this blogging template is useful for planning, tracking, and brainstorming. It includes a yearly overview, detailed monthly schedules, a blog post archive, and a section for collecting ideas. Use this template when you need a dedicated calendar that focuses on blog planning, or modify it to include other social media plans.

Influencer Marketing Template

Influencer Marketing Template

‌ Download Influencer Marketing Template

Identify and track key influencers so that you can develop relationships with them. Influencer tracking can help you extend your reach to broader audiences by, for instance, working with a blogger who has a large, loyal following. This template can help you vet potential influencers to make sure they’re a good fit for your brand and objectives. Maintaining a list can also provide future outreach options - but you should build relationships with influencers before you actually engage them for a specific marketing campaign.

Social Listening Template

Social Listening Template

‌ Download Social Listening Template

Use this template to document the results of analyzing any content or engagement related to your business or topics. By listening in on the activity on your social networks, you can learn more about your target audience - the type of content they are sharing, what content generates the most engagement, when posts are being shared, etc. - and who your influencers or competitors might be.

Social Media Effectiveness Tracker

Social Media Effectiveness Tracker

‌ Download Social Media Effectiveness Tracker

This template is designed to help you analyze your social media posts for a deeper understanding of what is working and why. Once you have all your data entered - and some social networks offer export features to speed up this process - filter the spreadsheet columns to analyze your posts based on different metrics. Getting a better sense of why certain posts are more successful can help you tailor your content for different social media platforms.

Planning a Social Media Content Calendar

Social media calendar template.

Social Media Calendar Template

‌Download Social Media Calendar Template

Plan your daily social media calendar for all networks, with posting times scheduled throughout the day. The simple layout of this template makes it easy to see the daily schedule at a glance, but it also includes details such as headlines, content type, links and audience engagement. Update the schedule with any on-the-fly content that you add during the day to create an accurate record of your posts.

Translate your strategy into a scheduled plan using an editorial calendar. This may include your goals for various channels, how often you will be posting and at what times, the type of content to be shared, messaging, and metrics. Planning ahead will help organize your promotional schedule across multiple networks. Tracking audience engagement will give you an idea of the best days and times to post for your particular audience. While having a calendar will provide structure and deadlines, you also want to post spontaneously when it’s warranted, such as a relevant, breaking news story or commentary on a retweet. You can also use your calendar to archive your most successful content, and then reuse it later if it’s evergreen.

Here are some tips for planning content on specific social media networks:

Once you’ve determined your posting schedule on all networks, be consistent and track analytics until you know the best times for reaching your target audience.

Creating Your Social Media Strategy

Before diving into the complex world of social media, you need a solid strategy to make sure your time is well spent and your social presence is effective. Creating a social media strategy will set you up for a clear action plan with objectives that are in alignment with your business goals. Determining measurable goals allows you to define clear tactics for your social media plan and to track progress by evaluating metrics.

As with any marketing plan , you need to identify your target audience, which can include existing and potential customers. Knowing your audience will help you determine what social media channels and types of content are most appropriate for your business. You can also get a sense of your audience by evaluating which of your social profiles are receiving the most traffic. If your audience has various subsets, depending on the business, products, or services you are promoting, it might also be beneficial to have multiple profiles on some social networks. Check the guidelines of different networks to find out their limits or requirements.

Analyzing your competitors’ social media presence can also inform your strategy. Research how many followers your competitors have on various networks to get an idea of where your target audience might be most active. You can also see what responses competitors are getting for different types of content to learn which tactics might be most successful.

Now that you’ve got your audience and social networks figured out, what are you going to share? You’ll need to determine your key messaging that both fits with your brand and distinguishes you from competitors. Keep this messaging in mind as you create social media profiles that reflect your brand, and make sure your profile images are sized appropriately for each network. Profile images offer customers a first impression of your business and should be consistent with your brand. Once you’re clear on brand messaging, you can narrow your focus to planning specific content. This may include campaigns around product launches or events, but nobody wants to be overwhelmed with promotional content - so make sure you are offering your audience real value and that you have a balance between promotional and other content. You also want a variety of content, including images and video, and to post regularly. The key word in social media is “social,” so create an engaging presence by encouraging conversation, replying to comments, and providing quality customer service.

If all this sounds like a lot of work, remember that you don’t have to create all original content. You can use curated content by watching for and sharing content that fits with your messaging and topics. Keep a log of curated content so that you have inspiration to choose from. You can also share the same content on different networks, but avoid too much redundancy by modifying the content slightly. Remember that you want to offer a variety of content, both in format and messaging. Different posts will have different goals, whether it’s to generate sales leads or direct traffic to your blog. Creating a publishing schedule will help ensure that you have a balanced mix of content across networks.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Frequently Asked Questions

What Are Content Calendars?

Content calendars are strategic resources used by marketing teams to plan, track, and share content marketing activity. The calendar format gives a visual look at content and campaign launch dates.

As compared to a simple list of content, a calendar view offers better visibility into the specific pieces of content, when they are published, and who is responsible for what pieces of content.

What Is Evergreen Content?

Evergreen content is a type of content that is always considered relevant, never becomes dated, and reports on topics that are of importance to an audience.

Named after the evergreen tree, which retains its green leaves all year long, evergreen content never loses its significance.

Additional Resources

Free templates to design and implement a successful marketing plan.

Feb 28, 2023

Free Marketing Calendar Templates in Google, Excel, and Word Formats

Organize your social media, blogging, editorial calendars, and more with these free Excel templates.

Dec 27, 2022

12 Free Marketing Budget Templates

Need a marketing budget plan? Choose from 12 free Excel budget templates.

Oct 20, 2022

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Social Media Marketing Plan Template

Social Media Marketing Plan Template

Subscribe & get access to entire website, or buy single template.

A social media marketing plan that a company or business entity can download at an affordable price. This template allows you to create a document specifically designed to deal with the online networking presence while meeting the goals and objectives of the company. Easy to use, simply replace the highlighted text with the necessary details. 

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Unlock Your Marketing Potential: 22 Free Marketing Plan Templates

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Table of Contents

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Don’t Start Your Marketing Plan Without Picking a Marketing Strategy

Every marketing plan needs a unique selling proposition, you have to go through the marketing process before you create your marketing plan.

The first step for any marketing plan is to do some research. Research will help you identify your target market and choose your target customers. Doing competitive analysis will also help you understand what alternatives your customers have so that you can ultimately develop offers that people will want to buy.

Ultimate Marketing Plan Template List

 1.  small business trends, 2.  hubspot, 3.  venngage, 4.  more business, 6.  talkwalker, 7.  moosend, 8.  team gantt, 10.  smartsheet, 11.  airtable, 12.  think business, 13.  xtensio, digital and social media marketing, 15.  smart insights, 16.  mayple, 17.  instagantt, 18.  hootsuite, products and services, 19.  zoho marketing plus.

Sumo features 3 marketing plan templates that you can use depending on your marketing goal whether it’s to increase blog traffic, build an email list, or grow ecommerce revenue. Along with the templates, the article guides you step-by-step through the 12-week time frame.

21.  Five Star Content

Pick a template that feels the most comfortable for you and start filling in the blanks. Don’t be afraid to experiment or try out new strategies- after all, that’s what a marketing plan is for! And if you get stuck along the way, feel free to email me with your questions ([email protected]). So go forth and market away!

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Social Media Marketing Proposal Template

Used 13,104 times

Reviewed by Yauhen Zaremba

Image 9

Prepared for:

​ [Client.FirstName] ​

​ [Client.LastName]

​ [Client.Company] ​

Image 3

Created by:

​ [Sender.FirstName]

​ [Sender.LastName]

​ [Sender.Company] ​

Image 6

Cover Letter

Dear [Client.FirstName] ​

Thank you for considering  [Sender.Company] for your  social media marketing  needs. I'm glad we had the opportunity to connect so that my team and I could get a clear understanding of your social marketing expectations.

By using social media strategies and implementing procedures based on the results of extensive analysis, study of social media trends, and application of specifics unique to  [Client.Company] , we are confident in delivering effective results within your social media channels.

We believe our proposal provides a complete social media marketing strategy which will culminate in highly successful results for your business.

If you have any questions, please don't hesitate to get in touch. My contact information is below.

​ [Sender.Company]

​ [Sender.FirstName] [Sender.LastName] ​

Banner Unlimited

Unlimited templates & signatures for 19$/month

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Executive Summary

Creating engaging social content.

Beginning with quick yet thorough planning/preparation, our team will plan out a dynamic on-going  social content calendar  to guide you to your goals.

We will grow an increasing social audience and follower base through: hash tag campaigns, strong use of keywords, sharing/retweeting relevant news, "liking" posts, staying updated within the industry, and contributing our own unique content to broaden reach.

Posting Company Related Updates

Our plan is to engage our social media audience by sharing company news, press releases, events, employee spotlights, and more. 

We will also pay close attention to industry trends, and share it. This will help to gain exposure with your  target market.

Promotions and Social Campaigns

We will utilize social channels to connect with your follower base, and engage them with promotions to get them excited about both current events, and the brand itself.

These campaigns can last as short as a day, or can run up to six months. We'll be able to analyze the results from each campaign, and then we will provide a report of it's success.

Results of campaigns can be compared so the most effective promotions, offers, or contests can be replicated.

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Integrate Social Media Activity into Other Marketing Plans

With clear communication and monthly brainstorm meetings, we'll be able to consolidate the marketing initiatives to fit your goals and promotional material.

Campaigns  via social media are more important than just sharing about giveaways, sales, contests, and/or promotions. We will agree on a schedule for a series of posts to keep up the exciting momentum for all prospective customers. 

Sustained Monitoring

It is important to regularly maintain marketing activity for maximum growth. 

We will continually  monitor  each channel, and will respond to any questions, comments, and posts within a two hour time period. Two hours will allow us to confirm that accurate information is relayed back to the person asking.

We will provide you with:

Daily and Weekly Analytics —  Such as: follower growth, reach, demographics, comments, "likes", shares, retweets, etc. Reporting-  Summarizing various results and activities over each quarter. 

We will set up a meeting to go over the results, to then tweak our approach accordingly.

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Since [Client.Company]  is an industry leader within the industry space,  [Sender.Company]  is excited to team up and tackle the challenge of improving their current social media standings.

As you know, successful social media marketing is the best way to get noticed. In my research, I discovered that  [Client.Company] 's current primary social media strengths include: timely responding to comments, and creating clever content to engage with the current follower base. 

The current weaknesses  [Sender.Company]  will work to improve are as follows: use of more consistent promotional campaigns, use of photo marketing/infographics, and using analytics to demonstrate effective social media marketing.

By analyzing the current successful marketing  trends , such as: use of key words, creating interesting infographics, and interacting with the audience in a fun and professional manner will be useful ways to get started.

Implementation

Goals and outlook.

Upon implementing the social media  marketing strategy  described above, we can use this information to compare results month to month/quarter to quarter/year to year, to understand the full scope of the marketing initiatives worth pursuing. 

Our analysis projects the following outcomes:

​ [Sender.Company] is in the fun business of  marketing  through the various social  media channels  to drive web traffic, engage an audience, run social campaigns, and contribute unique content to follower base. 

Founded by Mike Smith, in 1985,  [Sender.Company] delivers proven social media marketing results. We are committed to influencing optimal revenue growth, while exceeding our client's expectations.

Our team is based out of San Francisco. We are a small group of passionate marketers, committed to the success of our clients.

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Billing and Scheduling

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Terms and Agreement

​ [Client.FirstName] ​ [Client.LastName] ​ [Client.Company] ​ [Sender.Company] ​

Your signature below indicates acceptance of this  social media marketing proposal  and entrance into a contractual agreement with  [Sender.Company]  beginning on the signature date below:

​ [Sender.FirstName] ​ [Sender.LastName] ​

​ [Client.FirstName] ​ [Client.LastName] ​

You are now being redirected to CONTEXT4BOOK.COM....

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Marketing Plan Template: Word, PowerPoint, Excel, PDF, & Google Docs Templates

Need help creating a marketing plan ?

Download this actionable marketing plan template kit in Word (.docx and easily uploadable into Google Docs), PowerPoint, Excel, and PDF formats below.

Alternatively, feel free to copy/paste the bulleted templates for each marketing plan component from the text throughout this piece to build your own custom outline .

Table Of Contents

The table of contents is a list at the beginning of your content that outlines the sections and where you can access them within the document. You can link each item to its corresponding section in-document with Google Docs ,  Microsoft Word , and  Adobe Acrobat .

A marketing plan’s table of contents includes:

Marketing KPIs

Executive Summary

An executive summary is the highest-level overview of your marketing plan. Business.com  suggests keeping notes on each section as you write your plan to inspire your executive summary.

An executive summary may include:

Mission Statement

A mission statement explains your organization’s benefits through your product or service. Your mission statement will help you decide what initiatives and target markets to prioritize in your marketing plan.

A mission statement may follow one of these templates:

{Organization} {action} to {stakeholder} by {unique value}.

Border States  example: “Border States provide value to our customers by delivering innovative product and supply chain solutions.”

To {action}—{how}.

Starbucks  example: “To inspire and nurture the human spirit—one person, one cup, and one neighborhood at a time.”

To {action} that will/that are/so that {unique value}.

CoSchedule example: “To pursue growth, empower our team, and build simple products that are uniquely helpful, fun to use, and consistently punch above their weight.”

Marketing Goals

A marketing goal is a specific mark to accomplish by a determined date or in an allotted amount of time. Craft your goals with the SMART  outline.

When setting SMART marketing goals , you should include the following components:

Essential SMART marketing goal components:

Marketing Key Performance Indicators  (KPI) are metrics that demonstrate your work is leading toward larger marketing goals.

Marketing KPIs are comprised of:

KPIs help you track your progress and can allow you to identify tactics that are working and places where your marketing strategy needs to shift.

Target Audience

Defining your target audience  framework helps you determine to whom you will direct your marketing efforts.

Target audience documentation often includes:

Audience Personas

An audience persona  presents audience data as an example customer. Audience personas create a visual representation of who your marketing team is targeting.

Audience persona frameworks often ask:

Situational Analysis

A situational analysis allows you to discover the internal and external events that affect your business. These factors can include market conditions and competition and are essential for determining growth opportunities.

When executing your situational analysis, keep these factors in mind:

Core Competencies

Your company’s core competencies are what it does better in marketing than anyone else.

Core Competencies Considerations

SWOT Analysis

A SWOT analysis  is a way for you to scrutinize every area of your business and discover where you fit in the competitive landscape. A SWOT analysis examines strengths, weaknesses, opportunities, and threats.

When you perform your SWOT analysis, you should ask yourself:

Strengths:  In what areas does your product or company excel?

Weaknesses:  What could your product or company improve on?

Opportunities:  What external opportunities do you see for market success?

Threats:  What external threats could present difficulties?

Marketing Mix

The four Ps — product, price, place, and promotion — will help you center your marketing around your product and its relevance to your audience.

The four Ps of the marketing mix are:

Pricing Strategy

Pricing strategy determines the cost of your product or service to attract and convert a specific customer. It’s a best practice to review your target audience and situational analysis to determine the pricing strategy that makes the most sense for your business.

Some examples of pricing strategies include:

Marketing Initiatives

Marketing initiatives are either new ideas to create new campaigns or pose solutions to existing problems. These are the activities that the team will do to influence the KPIs and, therefore, the goals.

An initiative template framework often contains:

Marketing Channels

A marketing channel  is the end platform through which a company reaches its intended target audience. Choosing which channels to output media to depends on the customer you are targeting and the desired outcome of the communication.

A marketing channel framework within your marketing plan template includes:

Marketing Responsibilities

Marketing responsibilities are the cross-team collaboration of who is responsible for doing what throughout the process of executing initiatives.

A few different areas where marketing responsibilities are focused are:

Marketing Technology

Marketing technology includes all of the tools needed to execute the planned initiatives.

Some technology examples may consist of:

Editorial Calendar

An editorial calendar lets you track your team’s initiatives, including a marketing plan timeline  and a quarterly marketing plan template.

Utilizing a tool for this helps you to accomplish these areas more efficiently:

Marketing Budget

Your marketing budget  is the money allotted to accomplish the goals set by your marketing team. Having a budget in place allows you to focus money on priority projects.

Money from your budget will cover:

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