Communicate for Success presentation planning worksheet

1. Communicate for Success: Effective Marketing on a Budget
Planning Worksheet
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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