5 Questions to Ask When Building a Marketing Plan (Your Marketing Playbook)
A marketing playbook breaks strategy into clear, tactical actions your team can follow.

A strategic marketing plan defines how your marketing team will execute your goals. It outlines what you need to do, where you will focus, and how you will measure success.
Some teams call this type of document a marketing playbook. In football, a playbook is a coach’s manual of plays for different situations. Each player knows what to do, when to do it, and how to work with teammates. Marketing teams use the term the same way: the plan becomes a shared guide that keeps everyone aligned and executing consistently. A marketing playbook breaks strategy into clear, tactical actions your team can follow.
Below are five questions to help you build a strategic marketing playbook that is actionable, aligned to your business vision, and easy for your team to use.
Start With Clarity Before You Build the Plan
Before a marketing plan can work, teams need clarity.
At Splash Omnimedia, that clarity comes from the GPS Framework. The GPS Framework is not a marketing plan. It does not define campaigns or channels. Instead, it helps leadership teams:
- Cast a clear long-term vision
- Define their ideal customer
- Clarify a message that attracts the right audience
In one focused day, teams align on where they are going, who they are trying to reach, and what they need to say. Only then does it make sense to build a marketing plan (your playbook).
1. What does our marketing plan need to accomplish?
Before you call any “plays,” you must agree on what a “score” looks like. In football, scoring a touchdown wins the game. In business, scoring might be a revenue increase, more qualified leads, better retention, or competitive advantage.
According to the U.S. Small Business Administration, a marketing plan outlines how a business will reach its target customers and measure success.
Your marketing plan should clearly answer:
- What outcomes are we aiming for?
- What metrics define success?
- When will results be reviewed?
This means:
- Defining primary goals (e.g., customer acquisition, revenue milestones)
- Setting measurable KPIs (e.g., CAC, conversions, engagement rate)
- Documenting when you expect progress
This keeps the plan focused on impact, not just activity.
2. Who is this marketing plan built for?
In football, knowing your players’ strengths informs which plays you call. In marketing, knowing your audience does the same. A plan without a defined audience is hard to execute.
Your GPS Framework defines the ideal customer. The marketing plan applies that clarity. It documents who you are trying to reach and how to engage them.
Your plan should include:
- High-value audience segments
- Their core problems and motivations
- Where those audiences spend their time online and offline
- Their decision triggers and search behaviors
This ensures every “play” in your playbook serves the right people.
3. What actions does the marketing plan include?
A marketing playbook documents the repeatable actions your team runs. Campaigns. Content. Processes. Tools. It removes guesswork.
Effective marketing plans clearly document activities, responsibilities, timelines, and metrics so teams can execute consistently.
Your plan should spell out:
- What actions you will run
- How those actions are executed
- Who owns each step
This allows your team to run plays with confidence.
4. Which channels are included in the plan?
Just like a football team calls different plays based on field position and game situation, your strategic marketing playbook should select channels that align with your audience and goals.
Not all channels are equal. A strong playbook:
- Prioritizes channels where your audiences are most active
- Connects channels to specific objectives (brand awareness, conversions, retention)
- Defines content formats and cadence for each channel
This focus keeps your team from spreading effort too thin.
5. How will the marketing plan be reviewed and adjusted?
A marketing plan should be a living document.
In football, coaches adjust the playbook based on what’s happening in the game. Marketing works the same way.
Your plan should include:
- Key performance metrics
- A regular review cadence
- A clear process for making changes
This keeps the playbook relevant as priorities and conditions change.
Final Takeaway
A marketing plan should not simply live in a folder. It should guide decisions, execution, and priorities.
When built on a clear vision, a defined audience, and a focused message, your marketing plan becomes a true marketing playbook. A practical guide your team can follow every day to move the business forward.
Ready for a Marketing Plan Your Team Can Actually Execute?
If your marketing feels scattered, inconsistent, or reactive, the issue is rarely effort. More often, it’s a lack of shared clarity around direction, audience, and message.
When that clarity is in place, building a marketing plan becomes simpler and far more effective. Execution becomes consistent because your team understands which plays to run, when to run them, and why they matter.
If you’re ready to move from confusion to confidence, let’s start the conversation.
Contact Splash Omnimedia to talk through what clarity could look like for your team.

