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Marketing budget plan templates

4 templates

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Compare marketing budget plan versions

Event Budget PlanMarketing Budget Request DeckMarketing Budget TrackerMarketing Budget Plan
FormatDocumentPresentationSpreadsheetDocument
Works inGoogle Docs and WordGoogle Slides and PowerPointGoogle Sheets and ExcelGoogle Docs and Word
Length7 pages11 slides3 slides6 pages
StyleEditorialCorporateBoldCorporate

What a marketing budget plan should cover

A marketing budget plan shows how much will be spent on each channel and activity over a period, and what results that spend should bring. Teams use it to request funds, approve spending and then check actual spend against plan.

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Cover total budget, spend by channel, campaigns and activities, expected results, monthly phasing, actual against plan, and approvals.

Tie each line to a result you expect, so the budget is reviewed by what it returns rather than by habit.

Compare Event Budget Plan, Marketing Budget Request Deck, and Marketing Budget Tracker, all 3 to 11 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a marketing budget plan?

A marketing budget plan shows how much will be spent on each channel and activity over a period, and what results that spend should bring. Teams use it to request funds, approve spending and then check actual spend against plan.

What should a marketing budget plan include?

Include total budget, spend by channel, campaigns and activities, expected results, monthly phasing, actual against plan, and approvals. Tie each line to a result you expect, so the budget is reviewed by what it returns rather than by habit.

How much should a business spend on marketing?

A common starting point is a share of expected revenue, but the right figure depends on margins, growth goals and competition. Build the number up from the activities you plan, then test it.

How do I split a marketing budget across channels?

Base the split on what has worked and on what you are testing, and keep a small reserve for opportunities. Review the split each quarter.

What is a paid media budget?

A paid media budget covers advertising across search, social and display channels. It sets a cap for each platform and the results you expect from it.

Where should I start with a marketing budget plan?

Start with Event Budget Plan: Plan ticket income against venue, catering, AV and marketing costs, hold a contingency and see how many tickets you must sell. If that is not the right fit, compare it with Marketing Budget Request Deck.

How long is a marketing budget plan?

The templates here are 3 to 11 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for a marketing budget plan?

Yes. These marketing budget plan templates work in Google Docs, Microsoft Word, Google Slides, Microsoft PowerPoint, Google Sheets, and Microsoft Excel. All 4 templates are free, with no account or email needed.

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