You will learn to:

  • Write the perfect outline plan
  • Consider using analysis to reduce risk
  • Set sensible objectives
  • List the key components of strategy
  • Think about integrating your tactics
  • Use internal marketing to ensure excellent execution
  • List what you need to monitor & measure


< half day (2 CPD hours)

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Course Information


This jam-packed two hour evening course introduces PR Smith’s SOSTAC® Planning framework and shows you how to write the perfect outline plan.

Note all delegates receive a SOSTAC® Planning workbook to use during the session plus a list of additional links to tutorials, videos & posts for ongoing, more advanced expertise development.

Start time - 18:00


  • SOSTAC ® & The Perfect Plan
  • ​Do you think like a marketer?

Situation Analysis

  • Customer Analysis
  • Competitor Analysis


  • Mission & Vision Statements
  • KPI Pyramid & Funnels


  • Strategy Drive Tactics
  • 9 Components of Strategy


  • Which Tactics
  • How to Integrate Tactics


  • 10 Tips to boost customer conversions
  • 5 Tips to boost lifetime customer conversions


  • Measure & Improve Performance via Constant Beta Culture
  • Key Metrics to measure

Delegates will leave with a rudimentary understanding of the SOSTAC® planning principles, with insight into how to implement them into their day-to-day planning strategies.

Who Should Attend

No prerequisites required. Anyone hoping to learn more about planning and gain an overview of the SOSTAC® planning framework will benefit from this evening course. This course is used by middle level management but board directors and ambitious executives also attend – as everyone needs to know how to write the perfect plan.

SOSTAC® Planning framework is used for Business Plans, Marketing Plans, Integrated Plans, Campaign Plans (SEO Plans & PPC Plans), Transformation Plans, Health & Safety Plans and even recently, Wedding Plans!


PR Smith F IDM, Author, Speaker, Consultant & Founder of SOSTAC® Planning

Paul is an international speaker, marketing consultant and author of 6 books (translated into 7 languages) renowned for their ‘edutainment’ style. These include Digital Marketing Excellence; (Integrated) Marketing Communications and the SOSTAC® Guide To Writing Your Perfect Digital Marketing Plan.

Paul created the SOSTAC® Planning system, voted in the Top 3 business models worldwide by CIM and now adopted by innovative companies like Linkedin and KPMG. He has just launched the SOSTAC® Certified Planners online portal where professionals perfect their planning skills and become SOSTAC® Certified Planners.

Paul advises, trains and speaks to organisations across the world. Paul is chairman of Sri Lankan Golf. He is also founder of the Great Sportsmanship Programme an inspirational NFP edutainment programme which combines social media and short stories about sportsmanship to inspire youths to become a new generation of global citizens.


London (W1W 8SS)

Why do it with the IDM?

Marketers who choose the IDM as their training partner make a real difference to their business, their customers’ lives and their own career.

The IDM is leading the ‘do revolution’

What counts today more than ever is not what you think, or even what you say, but what you can do. IDM qualifications and short marketing courses are designed for marketers who want to do more, faster, better.

Over the last 30 years we’ve trained over 100,000 delegates across 28 countries, from Microsoft to the BBC, John Lewis to Lego.

What will you do next in your digital, direct or data-driven career? Find out about IDM qualifications and training courses or IDM membership.

"The information was pitched at the right level for someone with limited stats knowledge so that I could understand the theory as well as the application"

Martin Radford,
Data Services Manager, CDS Global

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