Free digital marketing plan template

Attract visitors and engage your audience through the power of online content

About our Digital Marketing Planning Word Template

  • Authors: Dan Bosomworth and Dave Chaffey
  • Last updated: v3 January 2012
  • Format: 12 page A4 page PDF Ebook (Basic or Expert members) or Word template (Expert members only) with illustrations and checklists
  • Download: Download now

How will the planning template help me and my business?

This template is based on Dan and Dave’s ten plus years experience of creating and reviewing digital marketing plans for companies small and large across many sectors.

This template:

  • Workbook format and checklist to makes it quick to scan to develop a strategy
  • Covers all areas of the acclaimed SOSTAC™ framework
  • Shows you the tools and techniques needed to create your social media hub
  • Highlights key recommendations important to strategy
  • Created by Dan Bosomworth who has worked with many top brands to create effective digital marketing strategies and Dave Chaffey, an acknowledged digital marketing expert
  • Includes a PDF summary of the RACE framework

What does the template cover?

The template is structured around the simple SOSTAC™ framework:

  • Situation analysis
  • Objective setting
  • Strategy
  • Tactics
  • Actions and Control
Digital marketing strategy guide

Download Digital marketing template

If you join Smart Insights as a Basic member you can download the PDF by clicking here (you will need to be signed-in to download).
Expert members can use our digital marketing strategy toolkit to:

  • Download the Word template version to edit and create plans
  • Complete a digital marketing health check
  • Create a strategy roadmap using a range of templates in Word, Powerpoint and Excel

About Smart Insights Templates

What make's our templates different?

The Smart Insights system for digital marketing improvement includes many templates to help you plan and manage your marketing. The templates are Word or Excel checklists to help you review a company's approach to digital marketing or Excel calculators and models to enable you to better plan digital marketing. All our templates are:
  • Focused on improvement –  Each template will support you to review current ways of working and recommend improvements.
  • Available in Word or Excel – Supplied in the most commonly used apps, they can be imported into other programmes.
  • Provided as an unbranded template –  Unlike our guides, these templates are plain, so you can easily modify to add your own company logo
  • Field-tested – Dave Chaffey and the authoring team have years of experience in online marketing, we know the questions that need answering, so that's we include

How will the templates help me?

Our templates are designed to be used as "live documents" to help you and your team when planning or managing digital marketing.  This is how our guides help:
  • Company owners and marketing managers - many of templates cover planning and strategy.
  • Digital marketing and Ecommerce managers - as well as planning and strategy you can audit specific digital channels like search or social media marketing with our templates.
  • Digital marketing specialists - templates are available for each of the main digital channels, so whether you work on Social media marketing, SEO, PPC, email marketing or conversion rate optimisation for the website there is a template to help. If there isn't, get in touch and we can develop one .
  • Consultants and agency specialists - review your own techniques and process against the best practice templates to help you provide structured insights and recommendations for clients.
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