Guides and Templates

Digital marketing plan workbook

Rapidly create an online marketing plan by completing our guided templates

How will the digital marketing plan workbook help me and my business?

It can be difficult to know where to start when creating or updating your digital strategy. Use our workbook and you won't have to start with a blank page. Instead, this workbook gives you a tried-and-tested structure based on the Smart Insights RACE Planning framework.

Our digital plan workbook is designed to help you define a digital marketing strategy as quickly as practical through completing the blank Word format templates.

If you're looking to present your audit and strategy recommendations to colleagues or clients, see our Digital marketing strategy PowerPoint template.

The template tools in the workbook are tables and charts designed for quick analysis and summary of current use of digital marketing and future digital strategies to improve the contribution of digital marketing in the future.

We have selected 5 core templates that are essential for a plan in a business of any size. For a more detailed strategic analysis and definition for larger businesses, other optional templates are available.

Who is this guide for?

This template is for anyone who needs to create or update a digital marketing plan, including:

  • Company owners and directors or heads of marketing or digital
  • CMOs, marketing managers and digital marketing managers
  • Consultants or agency account managers

To help create your strategy, use the examples in our companion PowerPoint template which cover business-to-consumer (B2C) and business-to-business (B2B) sectors. Plus our template library also contains downloadable Word examples from specific sectors such as consumer brands, financial services, healthcare/pharma, retail e-commerce and travel.

How is the digital plan workbook structured?

This workbook will guide you through a three-step process to create and implement a digital marketing strategy.

If you’re short on time there are five essential templates to complete, including a one-page summary, with more detailed templates for each part of RACE Planning – which is broken down into 25 key digital marketing activities, one for each part of RACE.

Step 1. Define Opportunity

First, the templates help you review the opportunities available in the digital marketplace by reviewing customer and competitor use of digital technology as well as Paid-Owned-Earned media. You will then summarise the opportunities and corresponding strategies in a TOWS matrix and review the current digital marketing capabilities of the business.

A template then enables you to define SMART objectives based on your analytics and market insights to form a digital dashboard that will be reviewed at the action stage.

Step 2. Create Strategy

The strategy defines which digital marketing activities you will prioritise to compete. It summarises where you will focus your resources and investment to hit your targets.

Key strategic analysis tools to create and summarise your strategy in the template include:

  • Digital vision summary
  • Strategic digital initiative summary aligning objectives with strategies
  • Strategy formulation and prioritisation matrix

Step 3. Take Action

Managing tasks to implement your strategies. Key planning and review tools include:

  • Strategic digital initiative roadmap
  • Template for defining Smart Insights RACE Planning activities

Resource Details

  • Author: Dr. Dave Chaffey of Smart Insights
  • Last updated: Now includes 25 key planning activities you need to focus on (5 for each part of the Smart Insights RACE customer lifecycle framework)
  • Format: Blank Word document for you to amend for your business or your clients

Related recommended premium member resources

These companion resources guide you in using the workbook templates based on your preferred method of learning:

  • RACE Practical Digital Strategy Learning Path – Discover our interactive course aimed at enabling you to implement digital marketing practices effectively within your organization by planning, managing and optimizing your digital media, digital experiences and digital data.
  • Powerpoint digital marketing plan template – an alternative template if you need to present your strategy to colleagues or clients in PowerPoint. Includes visuals and infographics to improve the credibility of your presentation.
  • Example online marketing plan – download a worked example of applying the strategy tools for a B2C company.
  • Multichannel marketing plan Quick Win – a step-by-step description of the process including a shorter Word template focusing on core planning activities
  • RACE Digital Marketing Qualification – the first unit in this online training course explains each part of the 25 key digital marketing activities forming the RACE planning process.

About the author

Dr. Dave Chaffey

Dave is co-founder and content editor of Smart Insights. He is editor of the 100+ templates, ebooks and courses in the digital marketing resource library created by our team of 25+ Digital Marketing experts. Our resources used by our members in more than 100 countries to Plan, Manage and Optimize their digital marketing.

For my full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognised by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

Business memebrship badge icon Starter or Pro Membership is required

Access this resource now

Starter and Pro members get full access to this and other resources in the Digital marketing strategy and planning Toolkit.

Membership options Already a Starter/Pro member? Login here Guide cover

The Digital marketing plan workbook is included in the

Digital marketing strategy and planning Toolkit

...or take a look at the other Guides and Templates in this Toolkit

Look inside content

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 170 countries to hit - and exceed - their targets.
Will you be next?

Globe illustration
Smart Insight partner logos over 165,000 consultants, agencies, entrepreneurs and SMB's in over 170 countries.

Get better results

Make your job easier

Tenfold improvement

Learn more about business membership
Smart insights logo