C.U.N.Y. Digital Insights
How to Write a Non-Profit Marketing Plan in 8 Steps
A good plan is the secret to great marketing. This guide breaks down the process of writing a non-profit marketing plan into 8 simple steps to help you reach more people and raise more money.
Many non-profits approach their marketing without a clear plan. They post on social media when they have time, send an email when they need to raise money, and hope for the best. This kind of random marketing does not work very well. A non-profit marketing plan is a simple document that changes all that. It is your roadmap for how you will communicate with your community for the next year. It is a powerful tool that makes your marketing more effective, more consistent, and a lot less stressful.
A marketing plan is a key part of your overall non-profit business plan. It forces you to think strategically about who you are trying to reach and what you want them to do. It helps you get the most out of your limited time and budget. This guide will show you how to write a simple but powerful marketing plan in 8 clear steps. We will walk you through the process of setting goals, understanding your audience, and choosing the right strategies to grow your mission.
Step 1: Start with a Simple Situation Analysis
Before you can plan where you are going, you need to know where you are. The first step is to take a quick, honest look at your current marketing efforts. A simple SWOT analysis is a great way to do this. Get your team together and ask:
- Strengths: What are we already good at? (e.g., “We have a very engaged Facebook community.”)
- Weaknesses: Where do we struggle? (e.g., “We rarely send emails and our website is outdated.”)
- Opportunities: What are the exciting possibilities we could explore? (e.g., “We could start a blog to improve our SEO.”)
- Threats: What are the challenges we face? (e.g., “There is another non-profit in our town with a similar mission.”)
This simple exercise will give you a clear picture of your starting point.
Step 2: Define Your Target Audience
You cannot talk to everyone at once. Effective marketing speaks to a specific group of people. Who are you trying to reach with your marketing? Be as specific as possible. For example, instead of “people in our city,” you might have a few different target audiences:
- “Young families with small children who might use our programs.”
- “Retirees who are looking for meaningful volunteer opportunities.”
- “Local business owners who might be interested in corporate sponsorships.”
For each audience, think about what they care about and where they spend their time online. This will help you choose the right marketing channels to reach them.
Step 3: Set SMART Marketing Goals
Your marketing plan needs clear, measurable goals. These goals should connect directly to your organization’s overall goals from your strategic plan. The best goals are SMART:
- Specific: Be clear about what you want to achieve. (e.g., “Increase online donations.”)
- Measurable: Put a number to it. (e.g., “Increase online donations by 20%.”)
- Achievable: Make it a realistic stretch, not an impossible dream.
- Relevant: It should directly support your mission.
- Time-bound: Give yourself a deadline. (e.g., “Increase online donations by 20% by the end of the year.”)
A few clear, SMART goals will give your marketing plan focus and purpose.
Step 4: Define Your Core Message
What is the one main thing you want people to know about your non-profit? This is your core message. It should be simple, emotional, and consistent across all of your marketing. It is the heart of your non-profit brand.
Your core message should be woven into everything you create, from your website’s homepage to your social media posts. It is the simple, powerful idea that you want to stick in people’s minds.
Step 5: Choose Your Marketing Channels and Tactics
Now it is time to decide what you will actually do. Based on your audience and your goals, choose the 2-3 marketing channels where you will focus your energy. You cannot do everything, so it is better to do a great job on a few channels than a mediocre job on many.
Your Marketing Tactics Checklist
- Your Website: This is your home base. Your plan should include keeping it updated with fresh content.
- Email Marketing: What kind of emails will you send, and how often? (e.g., “Send one monthly newsletter and four fundraising appeals per year.”)
- Social Media: Which platforms will you use? How often will you post? (e.g., “Post 3 times a week on Facebook with a focus on video stories.”)
- SEO & Google Ad Grant: What is your plan to show up in search results? (e.g., “Write one new blog post per month targeting a key search term.”)
- Events: Will you host a fundraising event?
Step 6: Create a Simple Content Plan
Your content is the fuel for your marketing engine. A simple content plan, often called a content calendar, helps you plan what you are going to say ahead of time. It is a key part of a good content strategy.
Your plan should map out your main themes for each month. For example, in October you might focus on stories related to your fall event. In December, you will focus on your year-end campaign. This helps you create content that is timely and relevant.
Step 7: Set Your Marketing Budget
Your marketing plan needs a budget. This does not have to be a huge amount of money, but you need to be realistic about the costs. Your budget should include:
- Software Costs: Things like your email marketing service, your website hosting, and any design tools you use.
- Advertising Costs: If you plan to run any paid ads on social media.
- Printing Costs: If you plan to do any direct mail.
Having a clear budget helps you make smart decisions about where to invest your limited resources.
Step 8: Measure and Adjust
A marketing plan is not something you write once and then forget about. It is a living document. The final step is to decide how you will measure your success and make changes along the way. This is where your key metrics come in.
Schedule a Monthly Check-in
Set aside one hour every month for your team to look at your marketing numbers. Are you on track to meet your goals? Which social media posts got the most engagement? Which email subject lines got the most opens? These simple check-ins will help you learn what is working and what is not, so you can do more of what works in the month ahead.
A good marketing plan does not have to be complicated. It just has to be clear.
Conclusion: Your Roadmap to Growth
A simple, clear marketing plan can transform your non-profit’s ability to reach people and raise money. It turns random acts of marketing into a smart, coordinated strategy. It gives your team a clear sense of direction and helps you make the most of your precious time and resources. By following these 8 simple steps, you can create a plan that will guide your marketing, grow your community, and help you make an even bigger impact.
Your Questions, Answered
Common questions about non-profit marketing plans.
Ready to Create a Marketing Plan That Works?
Building a strategic marketing plan is the key to sustainable growth, but it can be hard to know where to start. We specialize in helping non-profits create and execute marketing plans that drive real results. Schedule a free consultation to get started.
Start a Conversation