Our 90-day planning template gives you a structure to improve and optimise your digital marketing

Boost your results from digital marketing using continuous improvement

Digital Marketing Strategy and Planning Toolkit
This guide is part of a Toolkit with 14 other resources. Find out more?

90-Day Planning templates for Marketing

 Look Inside

Annual marketing or digital marketing plans are a regular part of the annual budgeting process.  But annual plans have the weakness that they don’t readily translate to operational plans that can be used to manage and project plan different marketing activities. This is where 90 day or quarterly planning can help. It’s a “half-way house” between annual planning and weekly or monthly operational planning.

These simple templates show how you can manage continuous improvements to your marketing and ‘always-on’ digital marketing by focusing on defined activities across the Smart Insights RACE customer lifecycle.

About the 90-Day Planning templates for Marketing

  • Author: Chris Soames of First10 and Dave Chaffey
  • Format: 5 page A4 Word document structured around the Smart Insights RACE planning framework with examples for you to amend to create your plans

What does the template include

This template is in two parts with tables for mapping:

1.  Your objectives for the next 90-days against marketing activities

This table helps companies focus on activities which boost sales through optimization activities that should be completed every month, but after often neglected due to a focus on campaign activities like price promotions which are planned separately.

The aim is to give a single page summary of SMART objectives which gives clarity on a manageable number of initiatives you will work on in the 90 day period to boost performance.

2. Commercial 90-day planning defining targets for KPIs

This table gives an example of a simple conversion model which helps give you a commercial focus on specific objectives for each quarter. This shows how your campaign and always-on activities will improve sales.

Look Inside the 90-Day Planning templates for Marketing

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Guaranteed to digitally transform your organisation

Actionable digital marketing advice, resources and training guaranteed to digitally transform your organisation.


I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.

Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Digital Marketing Strategy and Planning Toolkit

The 90-Day Planning templates for Marketing is part of Smart Insights Digital Marketing Strategy and Planning Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 14 other resources in the toolkit.

..but that’s not all. With an Expert Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our Toolkits

Learn more about the Digital Marketing Strategy and Planning Toolkit


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