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What Is the Marketing Action Plan? (and How To Write One)

Jackie Peng

💡Imagine John Smith, a marketing planning manager in the U.S., facing daily challenges due to the absence of a clear marketing action plan. His office epitomizes organized chaos: desks are cluttered with various reports and documents, while his team members busily move about, yet lack coordination. Each member seems to be working in isolation, without a unified direction or strategy. This absence of a cohesive plan not only impedes productivity but also creates a sense of uncertainty among the team.

John feels the impact of this disorganization acutely. He realizes that their hard work might not translate into the desired outcomes without a clear, structured approach. The lack of defined goals and actionable steps has resulted in a scattered and inefficient effort from his team. This disorder and absence of clear direction deeply concern John. It highlights the essential need for a well-developed marketing action plan – a roadmap that would align his team's efforts, ensuring everyone is moving towards a shared goal and making the department's endeavors more effective.

What is the Marketing Action Plan?


A marketing action plan is a strategic roadmap designed to outline a company's marketing efforts over a specific period. It includes clear goals, target audience identification, detailed strategies and tactics, a set timeline, budget allocations, key performance indicators (KPIs) for measuring success, and provisions for analysis and adjustment. This plan guides the marketing team to coordinate their efforts towards achieving specific business objectives efficiently and effectively.

Related: Six steps to developing effective marketing plans

What are the elements of a marketing action plan?

  • Create Your Plan: This involves identifying your marketing goals, target audience, and the strategies and tactics you'll use. It sets the foundation for your marketing efforts.

  • Plan for Measurement: Decide in advance how you will measure the success of your marketing activities. This includes selecting key performance indicators (KPIs) that align with your goals.

  • Execute: Implement the strategies and tactics outlined in your plan. This step involves the actual rollout of marketing campaigns and initiatives.

  • Track, Measure, Monitor, and Assess: Continuously monitor the performance of your marketing activities against the set KPIs. This involves tracking results, measuring effectiveness, and monitoring progress towards goals.

  • Evaluate, Adapt, and Improve: Analyze the data and feedback you gather to evaluate the success of your marketing efforts. Use this information to adapt your strategies and make improvements for better results.

  • Follow Through: Ensure consistent application of your plan and adaptations over time. This means maintaining focus on your goals, regularly reviewing your strategies, and staying committed to continuous improvement.

How to write a marketing action plan

1) Create Your Plan with AFFiNE whiteboard


Creating a marketing action plan requires a structured approach, and employing the SMART principle is crucial for setting clear, achievable goals. The process can be significantly enhanced using a digital whiteboard, which offers a collaborative and visual platform for planning.

  • Specific: Use a digital whiteboard for collaborative brainstorming to define specific goals. For instance, visually map out "Increase online sales by 20% in 3 months" on the board, using its text and drawing features for clarity.

  • Measurable: Set up a section on the digital whiteboard to track measurable metrics. If the goal is to boost engagement, create a chart on the board to monitor social media interactions, providing a clear visual of progress.

  • Achievable: Assess goal feasibility using the whiteboard. List the necessary resources and steps for a campaign, and use the board's tools to match them against your goals, ensuring they are realistic and achievable.

  • Relevant: Draw connections on the digital whiteboard between marketing goals and the overall business strategy. If the aim is market expansion, use the whiteboard to link marketing objectives, like customer outreach, to this larger goal.

  • Time-bound: Employ the whiteboard's timeline feature to set deadlines. Plot out key milestones for your marketing activities on a digital timeline, offering a visual guide to ensure the timely completion of each task also helps in keeping the entire team on track with the schedule.

Wanna get started with this layout right away, click here!

2) Plan for Measurement in AFFiNE whiteboard


  • Identify Key Performance Indicators (KPIs): Start by using the digital whiteboard to list and define the KPIs relevant to your marketing goals. For instance, if your goal is to increase brand awareness, you might choose KPIs like website traffic, social media followers, or engagement rates. The whiteboard's flexible space allows for easy organization and modification of these metrics as your campaign evolves.

  • Set Up a Measurement Dashboard: Utilize the digital whiteboard to create a visual dashboard for tracking these KPIs. You can design charts or graphs directly on the board, which can be updated in real-time as data comes in. This dynamic visual representation makes it easier to monitor trends and patterns over time.

  • Regular Review Meetings: Schedule regular meetings using the digital whiteboard as a central point for discussion. During these sessions, you can review the dashboard, discuss the performance metrics, and make annotations or adjustments directly on the board. This collaborative approach ensures that the whole team is aligned and responsive to the data.

Wanna get started with this layout right away, click here!

3) Execute within AFFiNE whiteboard


  • Executing your marketing action plan effectively can be streamlined and enhanced using a digital whiteboard, providing a central, interactive platform for implementation:

  • Launch Campaigns: Utilize the digital whiteboard to visualize and kick off your marketing campaigns. For example, if launching a new product, you can create a flowchart on the whiteboard outlining each step of the launch process, from initial announcement to follow-up strategies. This visual aid helps ensure every team member understands their role and the sequence of activities.

  • Coordinate Team Efforts: The digital whiteboard serves as a collaborative space where team members can update their progress in real-time. Assign tasks directly on the board, and use color-coding or markers to indicate task status. This feature keeps everyone on the same page and allows for easy tracking of who is doing what.

  • Centralize Resources and Materials: Upload and store campaign materials such as graphics, content calendars, and ad copies on the whiteboard. This central repository makes it easy for team members to access and use the correct, up-to-date resources, ensuring consistency across all marketing channels.

  • Integrate Timelines: With digital whiteboards, you can integrate project timelines or Gantt charts. This integration allows the team to see how their individual tasks fit into the broader campaign timeline, helping to maintain a clear sense of urgency and pacing.

Wanna get started with this layout right away, click here!


  • Real-time Collaboration and Feedback: The whiteboard enables real-time collaboration, which is particularly beneficial for remote or distributed teams. Team members can provide instant feedback on campaign elements, make suggestions, or flag issues, facilitating swift resolution and decision-making.

Wanna get started with this layout right away, click here!

4) Track, Measure, Monitor, and Assess


After executing a marketing action plan, the crucial next step is the integration and tracking of leads within your on-demand CRM system. This process involves capturing contact information from various sources such as phone calls, emails, web forms, or mailed-in reply cards, and then systematically adding or linking these leads to the relevant CRM campaign.

  • Accurate Lead Capturing: As leads come in, ensure they are accurately captured in the CRM system. This could involve direct input of details for new leads or matching incoming information to existing records in the CRM database. The precision in this step is vital for the subsequent analysis of the campaign's effectiveness.

  • Associating Leads with Campaigns: Carefully link each lead to the specific marketing campaign that generated it. This step is critical for measuring the campaign's success, as it allows for a clear understanding of which marketing efforts are yielding results.

  • Monitoring Lead Input and Integration: Continuously monitor the process of lead input and integration into the CRM. This involves checking for accuracy in how leads are being recorded and ensuring that they are correctly associated with their respective campaigns.

  • Early Sales Response Assessment: In the initial weeks following the campaign, start assessing the sales response. This early evaluation often provides a good indication of the campaign's effectiveness in terms of the number of leads generated.

  • Comprehensive Sales Response Evaluation: Within a reasonable timeframe, such as 60 days from the first lead response, conduct a thorough evaluation. This should include an analysis of the total number of leads generated and how they have converted into sales or desired actions.

  • Utilizing Established Measurement Criteria: Refer back to the measurement criteria established in the planning phase to evaluate the campaign's performance. Compare the actual results with the set targets to gauge the success and areas for improvement.

5) Evaluate, Adapt, and Improve


As your marketing action plan progresses and generates most of its sales response, you can start to more accurately forecast its final sales outcomes and get an early sense of its financial return. This is particularly relevant in B2B contexts where sales cycles can span several months from lead generation to the actual purchase decision. While it might be challenging to calculate a precise final return on investment (ROI) immediately, you can estimate the final sales response, such as the number of leads generated and the cost-per-inquiry, after a few weeks.

  • Project Final Sales Response: With time, as the bulk of the sales response materializes, use the data to project the campaign's final sales impact. This involves analyzing lead generation numbers and the associated costs.

  • Early Financial Return Indication: Even in the initial stages, you can start gauging the financial return of the campaign. This early assessment helps in understanding the effectiveness of the campaign in monetary terms.

  • Compare with Previous Campaigns: By comparing the current campaign’s response to that of previous campaigns, you can determine its relative success. This comparison provides a clearer picture of whether the campaign was successful, fell short, or achieved moderate results. Prepare for Varied Outcomes: Especially in new markets, industries, or with new product launches, responses may not always meet initial projections. Smart marketing professionals anticipate this possibility and are prepared to analyze both positive and negative results.

  • Identify Underlying Causes: If a campaign underperforms, it’s important to investigate both its marketing and product-related causes. Understanding these factors is crucial for making informed adjustments. Revise and Improve: Based on the analysis, revise and improve the campaign. This might involve tweaking marketing messages, targeting strategies, or even aspects of the product itself.

  • Rapid Re-Execution: Once improvements are made, quickly relaunch the campaign. The goal is to get the refined campaign back into the market as swiftly as possible to capitalize on the learnings and generate a better sales response.

  • Iterative Improvement: View each campaign as part of an ongoing learning process. Each iteration offers valuable insights that can be used to enhance future marketing efforts.

AFFiNE: Your Ultimate Partner helping you to write your marketing action plan


AFFiNE is a versatile editor that lets you write, draw, plan, and present all in one place. Easily capture detailed information about your new business using the page mode, allowing for straightforward document editing. Efficiently organize your projects by using a database to keep track of deadlines, assign responsibilities, and effortlessly monitor project progress. Take advantage of AFFiNE's powerful whiteboard feature to brainstorm ideas with your team. Moreover, craft visually appealing posters about your business for seamless publication and display on different social media platforms. AFFiNE offers a user-friendly platform for comprehensive business management and seamless team collaboration.

Advanced Collaboration Capability

When you do need to collaborate with other contributors to discuss your concept map, AFFiNE makes getting feedback simple. Appealing collaboration capability provides visibility into assigned tasks, making tables easier to estimate, and ensuring your concept map remains well-designed. You can invite team members or classmates to collaborate on concept maps together, making it perfect for group projects or study sessions.


With top-notch software like AFFiNE at your disposal along with its diverse range of templates and user-friendly features, creating concept maps has never been easier or more effective. Commence concept mapping by using AFFiNE's user-friendly tool. Presently, AFFiNE has launched its Stable Version, with ongoing efforts to develop a more comprehensive and dependable iteration. Join us on our voyage through our social media channels and be part of the experience. Come and join us on our journey over on our media platforms. 🚀

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