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Marketing Strategy and Planning Toolkit


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Marketing Strategy and Planning Toolkit

The Marketing Strategy and Planning Toolkit is a set of templates and deliverables to jumpstart the marketing planning and roadmap development process.

The marketing strategy and planning toolkit comprises of templates for current state marketing assessment, marketing budget allocation, marketing components and budget allocation, and a calendar view of the marketing activities.

In today’s digital and cognitive world, the customer expectations are high, in part driven by their experiences from the best-in-class digital natives.  Also, the advent of mobile and social channels and the information overload makes creating a thoughtful marketing strategy and plan a strategic imperative for most companies.

Besides, in the last decade, marketing technologies have undergone a seismic shift with analytics-driven marketing and the ability to measure the outcomes.

What is Marketing Strategy and Planning?

Marketing strategy and planning are the holistic and integrated set of activities and plans to orchestrate outcomes ranging from building brand equity to driving leads/sales.

Each year marketing strategists collaborate with the corporate planning, sales, operations, and finance teams to draft an annual marketing plan. (Or if it is a rolling 3-year or 5-year marketing strategy blueprint, then a yearly refresh of the coming year is the norm.) The marketing toolkit and marketing strategy presentation template are useful for marketing transformation projects as well as an annual planning exercise.

The Typical Components of a Marketing Strategy and Plan Document:

  • Executive Summary
  • Current State Assessment of Marketing – State of Process, People, Strategies, and Technology
  • Summary of business and sales goals and the strategic imperatives for Marketing
  • Vision and Mission for the Marketing function
  • Marketing Goals, Objectives, and Key Result Areas for the upcoming year
  • Core Strategy Pillars for Marketing
  • Critical Marketing Capabilities
  • Marketing Plan and Blueprint:
    • Advertising and Promotion
    • Public Relations (Press, Analysts, Influencers, Government, and other stakeholders)
    • Digital Marketing (Social Media engagement, Search marketing, inbound content marketing, etc.)
    • Events Marketing (Trade Shows, Webinars, Conferences)
    • Growth Hacking
  • Marketing Staffing
  • Marketing Tools and Technologies
  • Marketing Budgeting and Allocation
  • Metrics and Measurement
  • Marketing Calendar
  • Marketing Risks and Mitigation Strategies

What is Marketing Strategy and Planning Toolkit?

Stratrix Marketing Strategy and Planning Toolkit comprises of the following:

  • Templates to conduct current state assessment
  • Marketing Component Planning Template
  • Marketing Budget Template
  • Marketing Calendar Template
  • Marketing Strategy and Plan Presentation Template (PowerPoint)

The Marketing Strategy and Plan Presentation template in PowerPoint format has <# Slides>. The best-in-class Marketing Strategy PowerPoint template is easily customizable to the needs of your enterprise.

Marketing Strategy and Plan PowerPoint Template Slides at a Glance:

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Who should Use the Marketing Strategy and Planning Toolkit?

  • C.M.O.s (Chief Marketing Officers) and Marketing Executives of large firms.
  • Owners and executives of small and medium-sized businesses.
  • Marketing consultants and agencies who provide marketing services.


  • As the Marketing Strategy and Planning Toolkit is a digital product, we do not accept returns, and there are no refunds.
  • Product Sales are on an as-is basis and include no warranties.
  • We do not provide any customization, implementation help, or product support.
  • All sales are subject to our Terms of Service and Privacy Policy.

Marketing Strategy and Planning Toolkit


Licensing Options
Product FAQs

Stratrix Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: : (Where Available). An individual license is for personal use.You will pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You are not authorized to use an individual license in a corporate setting or consulting situations.

Enterprise License: An enterprise license is applicable if you are representing a company, irrespective of size, and intend to use the deliverables across the company. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months after purchase. You may not use the deliverable in consulting.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work needs to pay the consultancy license fee. You pay only once for using the deliverable forever. You will have access to any new updates within 12 months of purchase.

Stratrix Product FAQs:

Can I see a Sample Deliverable?

We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the samebefore payment. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.

When can I access my deliverables?

We process each transaction manually, and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.

Can I share or sell the deliverables with anyone?

You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well. You may not list the products on any public website or forum.

Can we talk to you on the phone?

Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not have enough margins to offer pre-sales support.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases, for onsite assistance. Please Contact Stratrix for consulting services.