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Engagement › Marketing · 3 of 4

Writing a Marketing Plan

By RISE Business Framework · Created by Gary Harper and Brandon McCurdy · Reviewed

A marketing plan is a written outline of how your business will reach customers and expand into new markets. In RISE, the plan sets audiences, objectives, budget, competition, channels, a timeline and analytics. It then maps assets and a KPI to each stage: Plan, Reach, Act, Convert and Engage.

How RISE does it

  • Identify target audiences, objectives, budget parameters and the competition.
  • Assess media channels and create an execution timeline, with analytics to track progress.
  • Adjust tactics as trends change or customer tastes evolve.
  • The Plan stage is branded content. The RISE Content 9 Box sorts content by Emotion and Awareness.

Writing a Marketing Plan is one of four tools in Marketing, part of the Engagement quadrant of the RISE Business Framework.

The RISE tool

RISE Marketing Plan model

StageAssetsGoalKPI
PlanBranded contentFeed every stage belowNone listed
ReachSearch engine, social networks, publishers and blogsPublish and promote content, allow sharingUnique visitors
ActWebsite, blog, community and interactive toolsClear customer journeys and content that creates leadsLead conversion rate
ConvertEcom, products, price and promotionUse automations and retargeting to drive conversionRevenue/profit
EngageCustomer advocacyThrilled customers drive social proof, repeat sales and referralsReferral/advocacy
“In the age of digital dominance, marketing plans have become more intricate, requiring businesses to move beyond traditional methods and embrace new channels and strategies.”Gary Harper

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“We have consistent company messaging that carries through to all of our marketing materials and creative.”

Frequently asked questions

What should a marketing plan include?

Target audiences, objectives, budget parameters, competitor research, media channels, an execution timeline and analytics. RISE adds a KPI for each stage of the customer journey.

How often should I update my marketing plan?

RISE does not set a fixed schedule. It says to adjust tactics as trends change or customer tastes evolve, using your analytics to guide changes.

What KPIs should a marketing plan track?

RISE tracks unique visitors for reach, lead conversion rate for action, revenue or profit for conversion, and referrals or advocacy for engagement.

The other tools in Marketing

Related in another quadrant: Finance

Find out where your business really stands.

The free RISE Assessment scores your business across all four quadrants in about 6 minutes, and shows you where the opportunity is.

The RISE quadrant wheel