Course overview
Many marketing teams are busy without being directed. Campaigns launch, budgets are spent, and reports circulate, yet no one can trace a straight line from a business objective to the spending that was meant to serve it. This course treats the marketing plan as a management discipline: a documented process that moves from situation analysis through segmentation, targeting and positioning, into resourced objectives, an execution schedule, and a review cycle that decides what continues and what stops. The emphasis is on the decisions and the governance around them, not on the mechanics of any single channel.
Across twelve units the course builds a complete planning method. You work through analysis frameworks such as PESTEL, Porter's five forces and SWOT; the STP sequence of segmentation, targeting and positioning; growth models including the Ansoff matrix and the BCG growth-share matrix; budgeting and marketing ROI; and a monitoring layer built on OKRs, a balanced scorecard and marketing dashboards. It ends with a capstone where you assemble every component into one coherent plan for a documented business case.
Why this matters
Marketing accountability has tightened. Finance functions now expect marketing to defend spend with the same rigor applied to any other budget line, and the shift from third-party cookies toward consented first-party data has forced planners to rethink how they identify and reach segments. Frameworks that were once taught as academic exercises, PESTEL and Porter's five forces among them, have become practical tools for justifying where a company competes and why. A plan that names its assumptions, sets measurable objectives, and schedules its own review is far easier to fund and defend than a calendar of disconnected activity.
The discipline also connects marketing to the rest of the organization. Strategy sets direction, but execution depends on budgets that reconcile with finance, on KPIs that leadership recognizes, and on a martech stack that produces trustworthy numbers. Governance concepts such as the balanced scorecard and objectives and key results give marketing a shared language with the executive team. Once the planning process is sound, tactical questions about specific channels become easier to answer, which is where a course such as Performance Marketing and KPI Optimization extends the work into channel-level measurement.
Course objectives
By the end of the course, participants will be able to:
- Set measurable objectives instead of tracking activity.
- Situate a market position using PESTEL, Porter and SWOT.
- Choose a target segment and defend its position.
- Fund a growth route from market penetration to diversification.
- Resource a campaign across channels and the martech stack.
- Contain budget exposure with a percentage-of-sales ceiling.
- Cascade OKRs from corporate strategy down to team targets.
- Enter new markets by the route that fits local conditions.
- Review marketing claims and avoid greenwashing.
- Approve a marketing plan backed by clear rationale.
Course outline
Unit 1: Introduction to strategic marketing planning
- The plan structure from mission to tactics and control.
- The layers from corporate strategy to marketing tactics.
- Analysis, decision, execution and review in one cycle.
- Plans that state activity without measurable objectives.
Unit 2: Market and competitive analysis
- PESTEL as the scan behind a market entry decision.
- Porter's five forces for reading competitive intensity.
- SWOT linking internal position to external conditions.
- Competitor benchmarking across share and positioning.
Unit 3: Customer insights and segmentation
- Segmentation bases built on geography and category fit.
- Building personas from first-party data and stated needs.
- Weighing segment size, growth and capability fit.
- Positioning statements and perceptual maps closing STP.
Unit 4: Developing strategic marketing frameworks
- The Ansoff matrix behind a growth route choice.
- The BCG growth-share matrix behind a portfolio call.
- Value proposition pointed at the customer's own job.
- The 7Ps mix turning strategy into concrete commitments.
Unit 5: Campaign design and execution
- Writing SMART objectives tied back to plan-level goals.
- Briefing creative against the plan, message and audience.
- Building the channel plan that carries the strategy.
- Sequencing timelines, dependencies and calendar owners.
Unit 6: Digital marketing integration
- Mapping digital channels back to plan objectives.
- The martech stack linking CRM, data platform and analytics.
- Attribution models and their limits in crediting outcomes.
- Consent, first-party data and tracking as planning limits.
Unit 7: Budgeting and resource allocation
- Setting a budget by objective-and-task or competitive parity.
- Calculating marketing ROI alongside contribution and payback.
- Cost per acquisition as the signal for shifting spend.
- Reconciling the budget with finance under a spending cap.
Unit 8: Performance monitoring and KPIs
- Selecting KPIs built on leading indicators, not just results.
- Setting OKRs that reach individual team plans.
- Using a balanced scorecard for financial and customer views.
- Designing dashboards that settle decisions on one screen.
Unit 9: Risk and issue management in marketing
- Scenario planning against competitor moves and budget cuts.
- Contingency options and trigger points for changing course.
- Brand risk from reputational exposure and unproven claims.
- A simple register logging likelihood, impact and an owner.
Unit 10: Global marketing and cultural adaptation
- The choice between standardizing and adapting the plan.
- Entry modes: exporting, licensing and direct operations.
- Cultural factors shaping positioning, message and pricing.
- Adapting the marketing mix while keeping brand core.
Unit 11: Sustainability and ethics in marketing
- ESG commitments entering the value proposition.
- Substantiating responsible marketing claims under scrutiny.
- Guidance on fair and truthful advertising as a constraint.
- Balancing goals against stakeholder and regulatory needs.
Unit 12: Capstone strategic marketing plan
- Integrating analysis, STP and strategy into one plan.
- Attaching a budget, KPI set and review schedule to strategy.
- Testing the plan against the risk register and scenarios.
- Justifying each major decision behind the plan.
How the course is delivered
Sessions combine facilitator-led explanation with structured group exercises using sample marketing data. Each framework is introduced through worked examples and guided walkthroughs of documented cases, then applied to a shared business scenario so the reasoning behind each decision stays visible. Discussion is structured so that participants compare choices and defend them against the plan's stated objectives.
Who should attend
This course is designed for those responsible for setting marketing direction and turning it into plans. It suits marketing managers and brand managers, heads of marketing, business development leaders, strategy and planning specialists, product managers with marketing responsibility, and consultants who advise clients on marketing strategy and growth.
About EuroQuest International Training
EuroQuest International Training has run more than 1,000 courses attended by over 15,000 professionals. Since its start in 2015 it has worked from a Bratislava, Slovakia head office, with regional hubs in London, Vienna, Dubai, Paris, Barcelona, Geneva and Istanbul. The teaching draws on senior marketing and management practice rather than textbook theory alone.
Frequently asked questions
Does this course lead to a certificate of completion?
It does. On finishing the course you are awarded a Certificate of Completion from EuroQuest International Training. The course is for professional development only; it does not certify competence, and any budgeting or ROI content is illustrative and not financial or investment advice.
Is this a high-level strategy course or a tactical execution course?
It is a strategy and planning course. The center of gravity is the planning process itself: how to analyze a market, choose segments and a position, allocate a budget, and govern the plan through review. Execution appears as the discipline of scheduling and resourcing a campaign, not as detailed instruction in any single channel. Deep channel tactics are covered by the digital, SEO and performance courses in the same cluster.
Can the planning approach be applied to any sector?
Yes. The frameworks taught here, from PESTEL and STP to the balanced scorecard, are sector-neutral and apply equally to product and service organizations, to B2B and B2C settings, and to public and nonprofit bodies. What changes between sectors is the content of the analysis and the weighting of objectives; the planning method stays the same.
Related courses
If this course fits your goals, these related courses extend it:
- B2B vs B2C Marketing Strategies
- Global Marketing and Cultural Adaptation
- Marketing Strategies for the Future Economy
- Digital Marketing and Social Media Strategies
Register for this course
Enroll by reaching out to the EuroQuest team for available dates, locations and group rates. You can call +421 911 803 183 or email info@euroqst.com.
All Course Dates & Locations
19 dates · 13 cities · Oct 2026 – Jun 2027