Organize the phases of your marketing plan by downloading our free marketing plan template for Word. Our free marketing plan template<\/a> gives you a place to define your strategy and how you intend to implement it over the month, quarter or year.<\/p>\n You can use the marketing plan template to highlight your goals and current position in the market. Use it to schedule tasks over a timeline with start and end dates, track KPIs and much more. A marketing plan offers a high-level view of the marketing campaign and helps you market your brand, product or service more effectively.<\/p>\n Use our free template to build a framework for your marketing plan within the context of the potential customers you want to target. It helps you reduce risk and increase the chances that your marketing will be successful.<\/p>\n Marketing costs money, but you don\u2019t have unlimited funds. That\u2019s why you need our free marketing budget template for Excel<\/a>. It ensures you get a good return on your investment and don\u2019t overspend on your marketing campaign.<\/p>\n The free marketing budget template outlines the financial investments related to your marketing project broken up by year or quarter. It helps you collect your costs, from paid advertising and sponsored web content to marketing personnel, software and more.<\/p>\n Using a marketing budget template goes hand-in-glove with the marketing plan<\/a>, as it\u2019s an integral part of the larger marketing plan. It helps you forecast what you need to spend to deliver a successful marketing campaign.<\/p>\n Using our free marketing campaign template<\/a> will help you plan how you introduce your product or service across multiple platforms. The template helps you use market research to better map out a product or service launch and communicate the plan to everyone on your marketing team.<\/p>\n You can use the template to organize everything you need for a successful marketing campaign including the goals of the marketing campaign, who you\u2019re going to target, the media plan and how you\u2019ll execute it. Not only that, but you have the tools to keep track of the marketing campaign, including collecting key performance indicators (KPIs)<\/a>.<\/p>\n Use our free marketing campaign template when the product or service you created is done but hasn\u2019t launched. Our free marketing campaign template will help you successfully promote the product or service, connecting with your target audience. See your plan on our kanban board, which visualizes the workflow and gives marketing managers visibility into their team’s process. If they see issues, they can quickly reallocate resources to keep work moving forward uninterrupted. Teams can manage their backlog and collaboratively plan sprints.<\/p>\n Get your free<\/p>\n \n\tUse this free Marketing Campaign Template to manage your projects better.<\/p>\n\tGet the Template<\/a>\n<\/div> \n\n <\/p>\n We\u2019ve talked a lot about planning for campaigns or events, but we haven’t covered how you’ll go about accomplishing your goals. Our free action items template for Excel<\/a> will help you outline the steps you have to take to successfully complete that marketing plan.<\/p>\n Action items are the steps you have to take to implement your marketing plan. In other words, they’re the activities or tasks that’ll carry the project over the finish line in time. This helps you figure out how you\u2019re going to get the marketing project work done.<\/p>\n Once you have the action items laid out, you can then begin to assign them to the marketing team. Without first knowing what the action items for the marketing project are, it would be impossible to fully plan for either a small or larger project.<\/p>\n All marketing initiatives have a deadline that you have to align with a product launch or campaign. Whatever the marketing project is, without a schedule you\u2019ll never get it done in time. You can quickly schedule your marketing push with our free project timeline template for Excel<\/a>.<\/p>\n A timeline is a visual tool to see your entire marketing campaign in one place. It helps you see when tasks need to be completed, which in turn can make you allocate resources more wisely. It\u2019s also the backbone of any thorough marketing schedule.<\/p>\n When you\u2019re done filling out our free project timeline template, you\u2019ll see where your major deliverables and milestones are and have a better idea of how much the project will cost and the resources you\u2019ll need to complete it.<\/p>\n Marketing campaigns work best when every message knows where it\u2019s going and why. A media plan template<\/a> maps out the channels, timing and budget needed to reach the right audience with the right content. It considers goals, demographics and performance metrics to ensure money isn\u2019t wasted on low-impact placements. With a clear implementation plan<\/a> in place, teams coordinate seamlessly and make smarter decisions about which tactics will drive the greatest ROI.<\/p>\n This media plan template brings every element of campaign planning into one structured document. Traditional media like TV, radio and print are organized alongside digital channels such as SEO, paid search, email and social. Fields for audience targeting, dates, spend, and key metrics support accurate forecasting and ongoing optimization. By aligning investments with performance data, this template helps marketers stay focused on results and maintain full visibility into campaign effectiveness.<\/p>\n Marketing firms and teams must keep strategy in mind. All campaigns and tactics should feed into a higher goal. That\u2019s where the free strategic roadmap template for Excel<\/a> comes in. It allows for the long view, which is often how businesses stay in business.<\/p>\n A strategic roadmap template visually communicates the strategy of a marketing firm as well as those steps that will be taken to achieve its long-term goals and objectives. This marketing template\u00a0is a powerful tool for ensuring that everyone from leaders to marketing team members are on the same page when it comes to why the firm is doing what it\u2019s doing.<\/p>\n The strategic roadmap template has a timeline that gives a bird\u2019s-eye view of where the firm currently is and where it wants to be in the next five to 10 years. This is an essential tool to prepare and disseminate strategy throughout the organization.<\/p>\n Of course, all of this planning and scheduling is for nothing if you\u2019re unable to track the work as your marketing team is executing it. That\u2019s why you need the free project task tracker template for Excel<\/a> to know if your actual progress is keeping up with your planned progress.<\/p>\n Having a project task tracker template means you have the tools to see if you\u2019re keeping to your schedule. If you\u2019re not, then you have the opportunity to get back on track before it\u2019s too late. Best of all, you can follow the task throughout the marketing project life cycle, from planning through execution.<\/p>\n Our free project task tracker lets you list all your tasks and describe them. You can add any dependent tasks that need to be done before, after or during. Plus, you can add the marketing team members assigned to that task. Then add priority, start and end dates, the actual end date and whether the status is opened or closed to keep track of your tasks.<\/p>\n Whether it\u2019s a tradeshow, corporate retreat or networking party, events are projects and they need to be planned to be successful. Our free event plan template for Excel<\/a> lays out everything you need to do and helps you avoid any glitches that will negatively impact your event.<\/p>\n You\u2019ll find places to list the tasks you need to complete to have the event, including the resources you need to execute that work. Every task will have an owner, an estimated time it’ll take to complete and a checklist to mark if it\u2019s been started and to note when completed.<\/p>\n This is your first step to scheduling your event and figuring out a feasible timetable to get everything ready. The more accurately you can forecast the amount of time it’ll take to prepare for the event, the less likely you\u2019ll miss deadlines and threaten the success of the event.<\/p>\n Capture important dates in an easy-to-read format to make sure you don\u2019t miss deadlines, meetings and more with our free marketing calendar template for Excel<\/a>. Use the free template to view your marketing campaigns by the month, quarterly or over the course of a year.<\/p>\n Marketing calendars are essential pieces to a larger marketing plan. Marketing plans can be complicated, whereas a marketing calendar is easy to read at a glance to make sure you\u2019re meeting the necessary milestones.<\/p>\n A marketing calendar template is also a great tool for communication with stakeholders<\/a>. They don\u2019t need to get into the weeds of your marketing campaign. They’re interested in your progress and your schedule, both of which can be tracked on a marketing calendar template.<\/p>\n Companies rarely operate without rivals, and understanding their strengths and weaknesses is key to winning market share. A competitive analysis template<\/a> examines how competitors position their products, price offerings, promote themselves and serve customers. Marketing teams use these insights to spot differentiation opportunities, evaluate projects and identify threats and refine messaging that resonates more strongly. With clearer visibility into the landscape, brands can make more confident decisions about where to compete and how to outperform others.<\/p>\n This competitive analysis template organizes detailed research into a structured view of the market. It includes competitor descriptions, marketing mix elements and a full SWOT breakdown to compare value propositions side by side. Teams can evaluate pricing approaches, distribution strategies, branding tactics and customer experience quality in one place. By highlighting strategic gaps and emerging opportunities, the template supports smarter positioning and helps guide tactical moves that strengthen your market advantage.<\/p>\n Marketing comes in all shapes and sizes. There\u2019s direct mail, billboards, digital ads, websites and much more. But one of the most effective ways to connect with the target audience is in an event. Whether that\u2019s a tradeshow, webinar or launch party, this free event proposal template for Word<\/a> is the perfect document to get things moving.<\/p>\n <\/p>\n This marketing template is a detailed document that takes the coming event and defines its goals and objectives to better serve the client. It is a thorough tool that is designed to win the bid, which is the first step of any event planning process.<\/p>\n All the pertinent information is collected on this customizable marketing template, from its purpose, target audience and event stakeholders to the even schedule. That comprehensiveness will show the client that the firm understands the event and mapped out all the steps to ensure its success.<\/p>\n Bringing a product to market takes more than a launch date; it requires a clear plan for how the product will win customers. A go to market strategy template<\/a> links target buyers, messaging, pricing and distribution into one coordinated approach. It helps teams focus on the channels that drive adoption, remove barriers to purchase and align marketing and sales activities. With a solid GTM strategy<\/a>, launches become more predictable and growth more achievable.<\/p>\n This go to market strategy template organizes everything needed for a successful product introduction. It begins with the product\u2019s value proposition and a detailed profile of the target audience, then defines promotional, sales and delivery channels with associated costs. A structured timeline helps teams coordinate development, marketing and launch activities. By centralizing planning and budget details, the template ensures alignment across teams and supports smarter decision-making at every stage of market entry.<\/p>\n Customers experience a brand long before and long after a purchase is made. A customer journey map template<\/a>\u00a0captures every step of that relationship\u2014from initial awareness to retention\u2014to reveal what people think, feel and need along the way. Marketers use it to find friction points, strengthen engagement and align messaging with real customer motivations. With a clear map, teams improve satisfaction and guide more prospects toward becoming loyal advocates.<\/p>\n This customer journey map template breaks down the full buying experience into stages such as awareness, consideration, purchase, onboarding and retention. It links customer actions to emotions, pain points and touchpoints to show where support or improvements are needed. Persona details add context for decision-making<\/a>, while backstage processes highlight operational responsibilities. With these insights in one place, teams can design more seamless interactions and elevate the overall customer experience.<\/p>\n Marketing, advertising and design projects require project briefs just as construction, manufacturing or engineering projects do. Only they\u2019re not called project briefs, they\u2019re called creative briefs. If you\u2019re managing one of these projects, then you need our free creative brief template for Word<\/a>.<\/p>\n The creative brief is used to plan the project, define its objectives and keep everyone involved clear on what the project is about. It’s created at the beginning of the project but referred to throughout the project life cycle as a roadmap to keep everyone working together.<\/p>\n Our free creative brief template details the target audience, your competitors in the marketplace, what the key message is and how it should be delivered plus more. It’s the rule by which you measure the project requirements to ensure that you\u2019re keeping to them.<\/p>\n Clients want confidence that a marketing initiative is worth the investment, and a marketing proposal template<\/a> helps provide that clarity. It explains the current situation, the approach being recommended and the results the strategy is designed to achieve. Rather than diving straight into tactics, the proposal builds a narrative that connects marketing work to business goals. This alignment makes decision-making easier and strengthens the relationship before a project even starts.<\/p>\n This marketing proposal template provides a structured format for pitching a complete marketing plan. It includes an executive summary, SWOT analysis<\/a> and detailed buyer personas to ground decisions in research. Strategy sections specify channels, messaging and performance metrics, while the scope of work, timeline and budget make deliverables transparent. Terms and conditions complete the package, giving clients everything they need to confidently approve and move forward.<\/p>\n Knowing whether your marketing efforts are working requires more than a gut feeling. A marketing report template gives teams a consistent format for measuring campaign performance, tracking key metrics and communicating results to stakeholders. Without regular reporting, budgets get renewed or cut based on anecdote rather than evidence, and high-performing channels go unrecognized.<\/p>\n The marketing report template includes sections for campaign objectives, key performance metrics, channel-by-channel results, budget vs. actual spend and recommendations for the next period. Keeping the format consistent across reporting cycles makes it easy to spot trends and compare performance over time. Leadership teams use these reports to make informed decisions about where to invest and where to pull back.<\/p>\n Use this template for weekly, monthly or quarterly marketing reviews. It works equally well for internal team reporting and for presenting results to clients or executive stakeholders.<\/p>\n Bringing a new product to market is one of the most cross-functional projects a marketing team manages. A product launch template gives you a structured framework for coordinating every deliverable across marketing, sales, product and operations so nothing gets missed in the push to launch. Without a plan, launch day becomes a scramble rather than a culmination.<\/p>\n The product launch template includes a timeline of pre-launch, launch day and post-launch activities, with columns for task owner, due date and status. It maps out everything from messaging development and channel setup to media outreach and performance tracking in the weeks that follow. Having all workstreams in one document prevents the siloed planning that leads to last-minute surprises.<\/p>\n This template is especially useful for marketing teams launching into new markets or audiences where coordination risk is highest. It pairs naturally with the go-to-market strategy template and the marketing campaign template already in this collection.<\/p>\n Effective marketing strategy starts with an honest assessment of where your brand stands. A SWOT analysis template gives marketing teams a structured framework for evaluating internal strengths and weaknesses alongside external opportunities and threats. This four-quadrant exercise brings strategic clarity to planning conversations and helps teams prioritize where to focus their efforts and budget.<\/p>\n The SWOT analysis template includes a dedicated quadrant for each dimension, with prompts that guide the team through examples relevant to a marketing context, from brand perception and channel performance to emerging competitors and shifting audience behaviors. Working through it as a team surfaces assumptions and blind spots that a single strategist would miss working alone.<\/p>\n Use this template at the start of annual marketing planning or whenever the team is reassessing positioning, entering a new market or responding to a significant competitive shift.<\/p>\n Download the above free marketing templates and you\u2019ll be able to better manage your campaigns. However, templates can only take you so far. They are, after all, static documents. If you need to change anything, it\u2019s time-consuming, and time shouldn’t be wasted in business. ProjectManager is online software that does what the free templates do and more, plus it does it in real time so you have more insight.<\/p>\n One thing templates can do is help you collaborate. You can\u2019t have multiple marketing teams working on the same document or allow different versions to float around. Our software has multiple project views, all of which are updated in real time so you’re always working on the most current version. Managers can play on robust Gantt charts<\/a> with timelines that can link dependencies, add milestones and set a baseline to track planned vs. actual effort in real time. Design teams can use kanban boards for a visual workflow and other teams can use task lists or calendars.<\/p>\n The task track template requires that you add to the document. Our real-time dashboard tracks the marketing project automatically. There\u2019s no setup required as in competitors\u2019 lightweight products. Our live dashboard<\/a> collects data and displays it in colorful graphs giving you a high-level view of your costs, workload and more. We even have customizable reports for more detail, and they\u2019re easy to share to update stakeholders.<\/p>\n Marketing teams, be they in copy, design or another department, need to collaborate across tools. Our collaborative platform allows them to comment at the task level, share files and tag anyone on the project team. Real-time communication is facilitated by email notifications and alerts in the tool so you don\u2019t have to leave your work to stay in touch with team members in different departments or locations.<\/p>\n ProjectManager is award-winning software that empowers teams to work better together and gives managers the tools they need to plan, manage and track work in real time. Use task, resource and risk management features to further drive successful projects. Join teams at businesses as varied as Avis, Nestle and Siemens who use our software. Get started with ProjectManager today for free.<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"![\"](\"\/wp-content\/uploads\/2021\/07\/Marketing-Plan-Screenshot-600x451.jpg\")
<\/a>2. Marketing Budget Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2021\/07\/Marketing-Budget-Screenshot.jpg\")
<\/a>3. Marketing Campaign Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status.jpg\")
<\/a>![\"Marketing](\"\/wp-content\/uploads\/2023\/06\/marketing-campaign-template.jpg\")
\t<\/div>Marketing Campaign Template<\/h3>\n
4. Marketing Action Items Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2021\/02\/Action-Items-Screenshot.jpg\")
<\/a>5. Marketing Project Timeline Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2020\/12\/Project-Timeline-Screenshot.jpg\")
<\/a>6. Marketing Media Plan Template<\/a><\/h2>\n
![\"Media](\"\/wp-content\/uploads\/2025\/02\/media-plan-template.png\")
<\/a>7. Strategic Roadmap for Marketing Template<\/a><\/h2>\n
![\"Strategic](\"\/wp-content\/uploads\/2024\/02\/Strategic-Roadmap-Template-for-Excel-ProjectManager-2.webp\")
<\/a>8. Marketing Project & Task Tracker Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2021\/12\/Task-Tracking-Screenshot.jpg\"){kind=tracking}
<\/a>9. Marketing Event Plan Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2021\/02\/Event-Plan-Template.jpg\")
<\/a>10. Marketing Calendar Template<\/a><\/h2>\n
![\"Marketing](\"\/wp-content\/uploads\/2022\/09\/marketing-calendar-template.jpg\")
<\/a>11. Competitive Analysis Template<\/a><\/h2>\n
![\"competitive](\"\/wp-content\/uploads\/2025\/03\/competitive-analysis-template-1600x537.png\")
<\/a>\n12. Event Proposal Template<\/a><\/h2>\n
![\"Event](\"\/wp-content\/uploads\/2022\/12\/Event_Proposal_Template_Screenshot-1.png\")
<\/a>13. Go to Market Strategy Template<\/a><\/h2>\n
![\"Go](\"\/wp-content\/uploads\/2025\/02\/go-to-market-plan-template.png\")
<\/a>14. Customer Journey Map Template<\/a><\/h2>\n
![\"customer](\"\/wp-content\/uploads\/2025\/04\/customer-journey-map-template-1600x790.png\")
<\/a>\n15. Creative Brief Template<\/a><\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2022\/10\/creative-brief-template-screenshot-600x731.jpg\")
<\/a>16. Marketing Proposal Template<\/a><\/h2>\n
![\"marketing](\"\/wp-content\/uploads\/2025\/04\/marketing-proposal-template.png\")
<\/a>\n17. Marketing Report Template<\/a><\/h2>\n
![\"Marketing](\"\/wp-content\/uploads\/2025\/05\/marketing-report-template-bill-screenshot.png\")
<\/a>\n18. Product Launch Template<\/a><\/h2>\n
![\"Product](\"\/wp-content\/uploads\/2023\/06\/product-launch-template.jpg\")
<\/a>\n19. SWOT Analysis Template<\/a><\/h2>\n
![\"SWOT](\"\/wp-content\/uploads\/2022\/03\/Swot-analysis-template-screenshot.jpg\")
<\/a>\nGo Beyond Templates With ProjectManager<\/h2>\n
Use the Tools You Want to Collaborate<\/h3>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2022\/10\/marketing-plan-gantt.jpg\")
<\/a>
\nSee How You\u2019re Doing in Real Time<\/h3>\n![\"ProjectManager's](\"\/wp-content\/uploads\/2022\/11\/Dashboard-Marketing.jpg\")
<\/a>\n