
How to Create a Marketing Plan Course
Learn how to build a marketing plan that actually drives business results. This course walks you through every stage — from situation analysis and audience research to budgeting, channel tactics, and performance measurement. Whether you're managing your first plan or sharpening an existing process, you'll finish with a complete, actionable framework ready to present and execute.
What you'll learn:
This course covers the full marketing planning process, starting with how to conduct a situation analysis, run a competitive audit, and build data-driven audience personas. You'll learn how to set SMART objectives, choose the right KPIs, and develop a positioning strategy that differentiates your brand. The course then moves into tactical planning across digital and offline marketing channels, budget modelling, and ROI forecasting. Finally, you'll design a measurement and reporting system that supports continuous optimisation. Every section builds towards a complete, presentation-ready marketing plan.
How you study in practice How to Create a Marketing Plan Course
How you practise How to Create a Marketing Plan Course
For businesses looking to train their team
With Dedika for businesses, the course includes exercises and examples tailored to your own business and the way your company needs.
Course content
8 Chapters • 40 LessonsDuration between 4 and 360 hours (you decide)
Chapter 1HideHide detailsSee detailsFoundations of Marketing Planning
Foundations of Marketing Planning
Lesson 1 • Business Context and Plan Alignment
Connects the marketing plan to overall business objectives. Students see how misalignment causes wasted spend and missed targets.
Lesson 2 • Core Components Overview
Maps every major section of a complete marketing plan. Provides a structural scaffold students will populate throughout the course.
Lesson 3 • What a Marketing Plan Actually Is
Defines a marketing plan and distinguishes it from a marketing strategy. Establishes the conceptual baseline for every subsequent chapter.
Lesson 4 • Types of Marketing Plans
Surveys annual, campaign, product launch, and channel-specific plan formats. Students select the right format for a given business scenario.
Lesson 5 • Planning Process and Workflow
Outlines the end-to-end process from brief to approved plan. Students understand sequencing so they avoid rework later.
Chapter 2HideHide detailsSee detailsSituation Analysis and Market Research
Situation Analysis and Market Research
Lesson 1 • Internal Business Audit
Evaluates current products, revenue, brand equity, and capabilities. Surfaces strengths and weaknesses that shape realistic strategy.
Lesson 2 • Customer and Market Research
Collects and interprets primary and secondary data about target buyers. Grounds every strategic decision in evidence rather than assumption.
Lesson 3 • Competitive Analysis
Maps direct and indirect competitors across positioning, pricing, and channels. Reveals gaps the plan can exploit.
Lesson 4 • External Environment Scanning
Analyses macro forces—economic, social, technological, and competitive—that affect the market. Identifies opportunities and threats before goal-setting.
Lesson 5 • SWOT Analysis and Insight Extraction
Converts audit and research outputs into a prioritised SWOT. Students practise turning raw data into actionable strategic insights.
Chapter 3HideHide detailsSee detailsDefining Target Audiences and Personas
Defining Target Audiences and Personas
Lesson 1 • Market Segmentation Principles
Introduces demographic, psychographic, behavioural, and geographic segmentation variables. Students apply criteria to divide a market into actionable groups.
Lesson 2 • Customer Journey Mapping
Charts each persona's path from awareness to purchase and beyond. Reveals touchpoints where marketing can accelerate or remove friction.
Lesson 3 • Audience Insights for Plan Decisions
Translates persona and journey data into concrete plan inputs. Students practise writing audience insight statements that directly inform strategy.
Lesson 4 • Building Data-Driven Personas
Constructs detailed buyer personas from research data rather than guesswork. Personas become the reference point for messaging and channel decisions.
Lesson 5 • Evaluating and Selecting Segments
Applies size, growth, accessibility, and fit criteria to rank segments. Students select primary and secondary targets with clear rationale.
Chapter 4HideHide detailsSee detailsSetting Goals, Objectives, and KPIs
Setting Goals, Objectives, and KPIs
Lesson 1 • Marketing Goals vs. Business Goals
Clarifies how marketing goals derive from and support business goals. Prevents the common error of setting activity metrics instead of outcome metrics.
Lesson 2 • Writing SMART Objectives
Applies the SMART framework to draft precise, time-bound marketing objectives. Students practise rewriting vague goals into measurable commitments.
Lesson 3 • OKR and Goal Cascade Frameworks
Introduces OKRs as an alternative goal structure and shows how to cascade goals across teams. Students choose the framework that fits their organisation.
Lesson 4 • Selecting the Right KPIs
Distinguishes leading from lagging indicators and matches KPIs to funnel stages. Students build a KPI set that covers awareness, consideration, and conversion.
Lesson 5 • Benchmarking and Target Setting
Uses historical data and industry benchmarks to set credible numeric targets. Students avoid arbitrary numbers by anchoring targets to evidence.
Chapter 5HideHide detailsSee detailsDeveloping Marketing Strategy and Positioning
Developing Marketing Strategy and Positioning
Lesson 1 • Positioning Statement Crafting
Writes a formal positioning statement using a proven template. Students practise iterating the statement until it is specific, credible, and defensible.
Lesson 2 • Strategic Narrative and Plan Coherence
Connects positioning, UVP, and chosen strategy into a single coherent narrative. Students write a strategy summary that ties the plan together.
Lesson 3 • Positioning Fundamentals
Defines positioning as the mental space a brand occupies relative to competitors. Students understand why positioning must be chosen before tactics are set.
Lesson 4 • Unique Value Proposition Development
Builds a compelling value proposition from audience insights and competitive gaps. The UVP becomes the anchor for all messaging in the plan.
Lesson 5 • Choosing a Core Marketing Strategy
Evaluates growth, penetration, differentiation, and niche strategies against the situation analysis. Students select and justify the strategy that fits their context.
Chapter 6HideHide detailsSee detailsTactical Planning Across Marketing Channels
Tactical Planning Across Marketing Channels
Lesson 1 • Integrated Campaign Architecture
Assembles individual channel tactics into a cohesive campaign structure. Students map how channels reinforce each other across the customer journey.
Lesson 2 • Channel Selection Framework
Matches channels to audience behaviour, funnel stage, and budget constraints. Students avoid channel selection based on trend rather than evidence.
Lesson 3 • Offline and Integrated Channel Tactics
Incorporates events, print, PR, and partnerships into the channel mix. Students integrate offline and online tactics into a unified customer experience.
Lesson 4 • Content and Messaging Strategy
Develops a content plan that delivers the right message at each funnel stage. Ensures all content reinforces the positioning and UVP.
Lesson 5 • Digital Channel Tactics
Plans tactics for search, social, email, and display channels. Students write specific tactic briefs that include format, frequency, and success criteria.
Chapter 7HideHide detailsSee detailsBudget Planning and Resource Allocation
Budget Planning and Resource Allocation
Lesson 1 • Allocating Budget Across Channels
Distributes budget across channels using performance data and strategic priorities. Students build an allocation model that balances reach, efficiency, and risk.
Lesson 2 • Marketing Budget Fundamentals
Explains how marketing budgets are structured, approved, and tracked. Students understand the difference between fixed, variable, and contingency spend.
Lesson 3 • ROI Forecasting and Budget Defence
Projects expected returns using conversion assumptions and historical benchmarks. Students present a budget with a clear ROI narrative for leadership approval.
Lesson 4 • Cost Estimation and Vendor Planning
Estimates realistic costs for creative, media, technology, and agency services. Students build line-item budgets with sourced cost assumptions.
Lesson 5 • Budgeting Methods and Approaches
Compares percentage-of-revenue, objective-and-task, competitive parity, and zero-based methods. Students select the method appropriate to their organisation.
Chapter 8HideHide detailsSee detailsMeasurement, Reporting, and Plan Optimisation
Measurement, Reporting, and Plan Optimisation
Lesson 1 • Plan Optimisation and Iteration
Applies a structured optimisation process to improve underperforming tactics. Students build a habit of continuous testing and plan revision.
Lesson 2 • Performance Analysis and Insight Generation
Interprets data to distinguish signal from noise and identify root causes of performance gaps. Students practise writing insight statements that lead to action.
Lesson 3 • Analytics Tools and Data Collection
Selects and configures analytics tools to capture the right data at each touchpoint. Students set up tracking that supports accurate attribution.
Lesson 4 • Measurement Framework Design
Builds a structured measurement framework aligned to plan objectives and KPIs. Ensures every tactic has a defined success metric before launch.
Lesson 5 • Dashboard and Reporting Design
Creates dashboards that communicate performance clearly to different audiences. Students design reports for both operational teams and executive stakeholders.
Your valid completion certificate
This course is for you:
Marketing coordinator: ready to step up from executing tasks to owning strategy.
Small business owner: needs a structured approach to allocate limited marketing resources.
Product manager: wants to align go-to-market efforts with broader business objectives.
Career changer: entering marketing from sales, communications, or another adjacent field.
Brand manager: looking to formalise an intuitive planning process into a repeatable system.
Freelance consultant: needs a credible planning framework to deliver to paying clients.
What our students say
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