Promotional Plan Template

Create a comprehensive promotional plan to reach and engage your target audience. Get started today!
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Promotional Plan Template

What is a Promotional Plan?

A promotional plan outlines the strategies, tactics, and resources used to effectively reach and engage target audiences. It is a tool used by marketing professionals and teams to create a plan for promoting products, services, or events. It includes key elements such as target audience, goals, budget, and strategies. It is important to create a detailed, well-structured plan to ensure that all aspects of the promotion are considered and planned for.

What's included in this Promotional Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Promotional Plan template for?

This Promotional Plan template is designed to help marketing professionals and teams create a comprehensive plan for their promotional activities. The template includes sections to define focus areas, objectives, measurable targets (KPIs), and projects. It is easy to use and customizable to fit any promotional need.

1. Define clear examples of your focus areas

When creating a promotional plan, it is important to identify focus areas and objectives. Focus areas are broad categories that define the overall goals of the plan, such as increasing awareness, engagement, or conversion. It is important to define clear and specific focus areas to ensure that the plan is effective and achievable.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that can be achieved within each focus area. For example, if the focus area is to increase awareness, objectives could include increasing social media presence and website traffic. To ensure that objectives are measurable, they should be accompanied by KPIs.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets used to assess the progress of objectives. Examples of KPIs include the number of followers, page views, likes, clicks, and orders. KPIs should have an initial and target value for easy tracking of progress.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the steps that need to be taken in order to achieve each KPI. Examples of projects include developing content strategies, utilizing SEO, creating content calendars, and utilizing email campaigns. Projects should be selected based on the goals of the plan and the resources available.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps teams track and measure progress of their promotional plans. With Cascade, teams can easily set up plans and track performance in real-time. Cascade also provides resources to help teams collaborate more efficiently and make faster, smarter decisions.

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