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Communicate for Success: Effective Marketing on a Budget
Planning Worksheet
_________________________________________________________________________________________________________
Communications and Marketing Goals
What information do you want to share and what do you want people to do with/because of that information?
Consider internal and external goals. Should align with overall organizational goals. Not necessarily measurable.
Audiences
Who will your communications and marketing target?
Primary and secondary.
Champions
Who can help deliver your message?
Strategies
Specific communications and marketing techniques to achieve goals. Should be specific and measurable.
Tactics
Specific steps aligned
with strategies
Channels
Methods, modes of
communication
Frequency
How often will you
deploy this tactic
Audiences
To whom will this
tactic be targeted
Measures
Indicators will allow
you evaluate progress
and effectiveness

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Communicate for success worksheet

  • 1. Communicate for Success: Effective Marketing on a Budget Planning Worksheet _________________________________________________________________________________________________________ Communications and Marketing Goals What information do you want to share and what do you want people to do with/because of that information? Consider internal and external goals. Should align with overall organizational goals. Not necessarily measurable. Audiences Who will your communications and marketing target? Primary and secondary. Champions Who can help deliver your message? Strategies Specific communications and marketing techniques to achieve goals. Should be specific and measurable.
  • 2. Tactics Specific steps aligned with strategies Channels Methods, modes of communication Frequency How often will you deploy this tactic Audiences To whom will this tactic be targeted Measures Indicators will allow you evaluate progress and effectiveness