Nothing on this site shall be considered legal advice and no attorney-client relationship is established. You can also use this template to share the big-picture context of what needs to be accomplished with the team.The basic project management process has five phases or types of activities: ♦ ♦ ♦ ♦ ♦ Initiation = Startup Planning = Define and Confirm Scope / Objectives Executing = Develop Plan and Secure Resources Controlling = Track, Control, Report and Review Closing = Completion and Assessment Step 1: Initiation = Startup ♦ Project Manger Regional Interoperability Committee: Draft high level project plan with estimated dates to include the following: Project Scope Assumptions Budget- Confirm (PSIC/DHS) funding Resource requirements Roles responsibilities Project Manager: preliminary documentation, timeline, scheduling, resources COG/Homeland Security Committee: grant administration, executive approval Agencies/ Jurisdictions: steering committee/users, evaluation, testing Vendor: Detailed Design, Statement of Work (SOW), timeline, training, acceptance testing documentation Timeline- Grant (PSIC/DHS) deadline Note: The initial high level project plan will provide a project roadmap and baseline. It is useful when you need to gain alignment with executives around your strategic marketing plan and to provide status updates. This template shows how your marketing goals, initiatives, and activities are connected. This is an accessible marketing project planning template. This marketing project planner template is adaptable for any type of project or collaboration. This purpose-built marketing planning software helps marketing teams of all sizes define marketing strategy, build visual plans, and report back on the results of their campaigns. Use the marketing campaign management template to easily plan, execute, and track every stage of your campaigns. Use this marketing project planner template to track deliverables of a marketing project to owners, as well as dates and costs. If you prefer to use a web-based tool to collaborate with colleagues on your marketing plans in real time, try Aha! free for 30 days. Choose from a wide range of examples and tailor each plan to your specific needs, target audience, and marketing tactics. The free Excel and PowerPoint templates included in this guide are a great starting point to build marketing plans that keep the team on schedule. Up-to-date Regularly review and evolve your plan based on new learnings and opportunities.Īccessible Make sure the plan is readily accessible to all team members. Timebound Set key dates for when activities need to be completed. Visual Build a visual timeline of the work to communicate what is coming and when. Goal-first Start with your marketing and business goals and identify the work required to achieve them. Here are some tips for creating a marketing plan: For example, Gantt charts are useful for planning a complex launch or campaign, while a marketing calendar is a great way to show an ongoing cadence of work for programs such as content or social media. When deciding how to build your plan, it is important to consider how it will be used and who the audience is. Marketing teams use a variety of plans for different team functions, programs, or customer segments.
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