How to Prepare an Advertising Plan [Free Template]

Oftentimes, turning an idea for an advertising campaign into reality isn’t exactly simple. Among other things, you must get buy-in from other teams, earn approval from bosses and executives, negotiate your budget, and present a clear path for return on investment (ROI). The best way to clearly present your proposal, its costs, its stakeholders, and how much you expect to earn is with a concrete and detailed advertising plan. Additionally, an advertising plan will help you formulate and organize your thoughts and ideas so you can ensure your campaign is an effective one. In this post, we’ll highlight the major sections you should include in your advertising plan so you can guarantee your next campaign is a success. Follow Along With HubSpot’s Free Ad Plan Template HubSpot created an advertising plan template for you to download so you can organize your advertising campaign easier. The template is broken down into relevant sections and can be shared with your stakeholders when it’s completed. Download this Advertising Planning Kit The template also includes an advertising project pitch deck, which you can use in your campaign kickoff meeting, in addition to a guide of the pros and cons of various advertising platforms. Download the kit now to kickstart your ad campaign in the best way possible. How to Prepare an Advertising Plan 1. Provide an Overview of Your Advertising Plan Before you jump into your tactical advertising ideas, provide those reading your ad plan with a high-level overview of your initiative. You should specify the following so anyone reading will have a basic understanding of what the campaign is, and what you’re trying to accomplish: Campaign Name: Make the campaign name catchy, unique, and easily identifiable so your team can get behind it. Campaign Description: What is the purpose of your campaign? Explain in 2-3 paragraphs what the inspiration behind your campaign is, how it aligns with your company initiatives, what customer problems you’re solving, and what the final deliverables of the campaign will be. Target Audience: Ideally, who’s on the receiving end of these ads? You can be specific to age, sex, region, or any number of demographics, or you could use this space to name which of your business’s buyer personas you’re targeting. Advertising Platforms of Choice: How will you be getting your message across? Here, you’ll just want to identify the platform you’ll be using, since you’ll get more into the details of what the actual ads will look like in a later section. Goals and ROI: Ultimately, you’ll need to explain what the end goal of your campaign is. Most ad campaigns are intended to produce a direct profit or return on investment, so if that’s your goal, identify that number here. If your campaign goal is something else — event sign-ups, product awareness, etc. — be sure to identify and quantify it if possible. 2. Choose Your Platforms Here’s where you’ll provide more detail on the advertisements themselves and on which platform they will be promoted. For each ad you intend to run in this campaign, you should provide the following: Platform name Ad type Description of the ad Timeline Budget For example, your content in this section might look like this: Platform #1: YouTube Advertisement Type: Video Description of Ad: A 15-second pre-video ad. The video will be an animated look at our new app with a link to the app store at when someone clicks. Timeline: July 1 – July 31 Budget: $10,000 3. Develop Your Timeline Working on an ad campaign takes a ton of time and resources, so everyone involved will want to know what tasks they’re responsible for, when they’re due, and how long they have to do them. In this part of your advertising plan, list the tasks that are due, when they are due, and who is responsible for accomplishing them. 4. Outline Your Budget Because a return on investment isn’t guaranteed, the budget can be the toughest part of your advertising project to get approved — which is why it’s important to break up your requests by line item and present them in your plan. Rather than simply stating,

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