Provider marketing toolkit
On this page you will find documents and useful links used or mentioned in the recent Provider Marketing Workshops.
Quick links:
Workshop 1: Marketing Planning
Workshop 2: Marketing Operations
Measuring progress
Workshop 1: Marketing Planning
The aim of this workshop is to guide delegates who are new to marketing through the marketing planning process from start to finish. At the end of the full day workshop a first draft of the marketing plan is ready to be taken away and completed.
Workshop resources
- Workshop slides (.pdf, 646Kb)
- Marketing Plan template (.doc, 204Kb)
- Stakeholder Analysis template (.doc, 95Kb)
- Promotional Activity Action Plan template 42Kb)
- Marketing Activity Plan template - to help break activities down into individual tasks (.xls, 38Kb)
10 minute guides
Clear and concise guides by the Chartered Institute of Marketing (CIM). The documents will open in a new window.
- Marketing Planning Toolkit for Small Business
- Mission Statements
- The 7 Ps
- USP
- Competitors
- Achieving an effective promotional mix
- How to plan Marketing Communications
- Introduction to Marketing for Small Business
Online Planning Tools
Want to try a different approach?
- Online Marketing Planning Tool - CIM
- Marketing Campaign Planning - Mail Media Centre, Royal Mail (MMC)
- Social Marketing toolbox - The National Social Marketing Centre (NSMC)
Further reading
- SWOT
- Branding
- Branding guidelines from the Design Council
- Bookboon.com: free ebooks on marketing and more
Workshop 2: Marketing Operations
Workshop 2 focuses on the marketing toolkit itself: the different types of activities, examples of their use and the advantages and disadvantages of each.
Workshop resources
- Workshop slides (.pdf, 1.3MB)
- Photographic Consent Form Template (.doc, 25Kb)
- Agency Brief Template (.doc, 34Kb)
Recommended links
The below links open in a new window.
- Marketing jargon buster - IDM
- Questionnaire design - guidance from the Market Research Society
- Data Observatory - data about Oxfordshire's population and more
- Why Mail? - Mail Media Centre, Royal Mail
- Guidance on email marketing - Information Commissioner's Office (ICO)
- Email marketing resources, tools, guides and more
- Telephone and Mail Preference Services - Direct Marketing Association
- Direct Marketing Code of Practice - Direct Marketing Association
- Guide to the Data Protection Act 1998 - Information Commissioner's Office
- How to write a press release - Journalism
- How to integrate Social Media into your company - Social Media Today
- Social Media use in your organisation - guidance from ACAS
- Creating an online marketing campaign - Internet Advertising Bureau
- Google Alerts - find out what is being said about your organisation online
- Wordpress - Free blogs with a wealth of options to integrate into other online activity
- Up2Us - Oxfordshire's local social network
- Creating a word of mouth campaign - WOMMA
Readability and Accessibility tools
- How to produce clear written materials for a range of readers (.pdf, 377Kb)
- SMOG Calculator - Simplified Measure Of Gobbledygook
- Flesch-Kincaid readability index calculator
- AddedBytes Text Readability Score - a calculator which runs text through several readability calculators
- Accessible information for people with visual impairments - helpful guidance on the use of colour, fonts and more from the RNIB
Professional bodies
- Institute of Practitioners in Advertising (IPA)
- Direct Marketing Association (DMA)
- Institute of Direct and Digital Marketing (IDM)
- Institute of Internal Communication (IOIC)
- Chartered Institute of Public Relations (CIPR)
- Word of Mouth Marketing Association (WOMMA)
