Marketing strategy template
Structure your marketing strategy — from goals to launch — in one place
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About the marketing strategy template
Marketing strategy often unfolds across disconnected files and formats: goal documents, slide decks for messaging, calendars in separate tools. This template brings everything together in a unified space. It includes seven structured layouts that support the full arc of planning, from defining objectives to understanding your audience, analyzing competitors, and mapping key initiatives. Use it to align the team and move from strategy to implementation without losing context.
Included in the marketing strategy template
This marketing strategy template includes built-in capabilities such as:
Seven connected layouts to guide marketing strategy work
Structured tools for OKRs, SWOT analysis, positioning, and more
A menu of classic whiteboard features (including shapes, sticky notes, grids, and emojis)
Quick access to best practices and pre-filled examples for guidance
Inline comments to capture feedback, questions, and ideas
How to use the marketing strategy template
Use this template set to align the team around a clear and structured plan. Begin with the executive summary and OKRs to establish direction. Then, work through each section to define your audience, assess the competitive landscape, analyze internal factors, and organize major initiatives.
Add sticky notes to document insights, open questions, and milestones. Use color coding to clarify ownership or urgency. Invite teammates to comment or vote on key inputs — such as messaging themes or campaign priorities. Once your plan is solidified, link the whiteboard to records in Aha! Roadmaps to carry strategy through to delivery.
Best practices
Use this template to clarify choices — not just list activities.
Set direction before tactics: Use the executive summary and OKRs layout to define what success looks like. Keep goals focused, measurable, and tied to meaningful outcomes. And revisit them as work evolves to maintain direction.
Ground your plans in research: The audience and competitive analysis layouts help you capture core needs and differentiators. Let these insights shape your messaging and campaign priorities — not just validate them after the fact.
Sharpen your positioning: Use the SWOT and positioning layouts to challenge assumptions and align on what sets your offering apart. A shared narrative makes cross-functional execution more consistent and impactful.
Keep the plan in view: Use the marketing calendar to outline major initiatives, deadlines, and team responsibilities. Update it regularly to reflect changes while preserving visibility into the broader plan.
FAQs about the marketing strategy template
How does this marketing strategy template support strategic planning?
The template combines structured layouts for core strategy components in one interactive space. This makes it easier to develop and refine your thinking without switching tools or losing context.
How can this template support alignment across product, marketing, and go-to-market teams?
Strategy often fragments when each team works from different documents. This template brings everyone into the same workspace — making goals, research, and messaging visible to all. It helps cross-functional teams coordinate early, reduce rework, and build plans that reflect shared priorities.
Who is the marketing strategy template for?
Marketing strategists, product marketers, and cross-functional collaborators — especially those involved in go-to-market work or annual planning. It is also useful for teams looking to align around shared goals and messaging.
Is this template free to use?
Yes. To use this marketing strategy template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.
