Promotional Planning Template

Plan and execute successful promotional campaigns with this comprehensive guide. Track progress and measure success!
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Promotional Planning Template

What is a Promotional Plan?

Promotional planning is the process of defining a strategy to increase awareness, engagement, and sales for a product, service, or event. It requires careful planning and execution of marketing campaigns and tactics to target the right audience and achieve the desired results. The Promotional Planning template provides a structure to plan and track progress of your promotional campaigns.

What's included in this Promotional Planning 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 Planning template for?

This Promotional Planning template is designed to help teams and event organizers design, plan and execute successful promotional campaigns. It is a comprehensive guide to planning and tracking performance, enabling teams to define their goals, set measurable targets, and track progress. This template is pre-filled in this case with an example for an event promotional plan, but it can be easily customized for different campaigns.

1. Define clear examples of your focus areas

Focus areas refer to the different areas or topics that your promotional campaigns will focus on. Examples of focus areas may include promotional planning, event execution, post-event analysis, customer engagement, and more. When creating your focus areas, it is important to make sure that they are clear and specific so that you can easily define objectives and actions related to them.

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

Objectives refer to the long-term goals you are aiming to achieve with your promotional campaigns. Objectives should be specific and connected to the focus areas that they will help achieve.

Examples of objectives may include increasing awareness, attracting more customers, increasing event signups, and improving event experience.

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

Key Performance Indicators (KPIs) are the measurable targets you set in order to track progress towards your objectives. KPIs should be specific and measurable, so that you can track progress and make adjustments as needed.

Examples of KPIs may include increasing social media followers, increasing event signups, decreasing check-in times, and increasing ROI.

4. Implement related projects to achieve the KPIs

Projects (or actions) are the activities that you will implement in order to achieve the KPIs. Examples of projects may include launching promotional campaigns, advertising events, streamlining event check-in, and offering discounts. It is important to make sure that the projects you implement align with your objectives and KPIs.

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

Cascade Strategy Execution Platform is an all-in-one solution to plan, track, and measure progress towards your goals. With Cascade, you can easily create, track, and measure your promotional campaigns and strategies, allowing you to see faster results from your strategy. Cascade also provides a suite of powerful analytics and reporting tools, so you can quickly identify areas for improvement and make adjustments as needed.

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