Nonprofit Marketing Plan: 8 Steps to Create A Strong Plan

Follow These 7 Steps to Create a Nonprofit Marketing Plan

Having worked with hundreds of nonprofits over the years, I can tell you that organizations that develop and follow a well-thought-out nonprofit marketing plan grow faster and make a bigger impact than those that don’t. A holistic marketing strategy will help any size organization connect with prospects and strengthen current connections. Between investing in the right marketing tools and crafting your brand’s voice, there’s a lot that goes into making a name for yourself, though. Especially when you’re up against established organizations, it can be difficult to generate brand awareness for a smaller organization that’s just getting started. Whether you apply these steps to a single campaign or use them to inform your organization’s marketing strategy for the entire year, you can be sure they’ll help your team increase donations, grow membership numbers, deepen engagement and raise awareness. Be sure to download our Nonprofit Marketing Plan Template and fill it out as you go! Before diving straight into the steps you’ll need to follow, let’s explain exactly what a nonprofit marketing plan is.

What Is A Nonprofit Marketing Plan?

A nonprofit marketing plan is a document that outlines the marketing activities needed to execute any type of campaign. It includes a detailed description of the types of marketing collateral that will need to be created and the key messages you want to communicate with each piece. This document should be made available to everyone in the organization, so they can refer to the main goals of the campaign and align their activities to it. Most nonprofits begin outlining their marketing plans and assigning roles with their Board (if Board involvement is needed) at the beginning of the new fiscal year. However, they can also be developed on a project-by-project basis throughout the year.

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1. Assess Your Past Nonprofit Marketing Efforts

Once you have a clear sense of where you’ve gone right or wrong, you’ll be able to use that knowledge to inform your next strategy. For instance, maybe sending direct mail to your constituents hasn’t historically been effective. For your next marketing campaign, you might choose to focus more heavily on digital methods like social media or email marketing .

How to Conduct a Marketing Audit

If you have enough time on your hands, you can conduct a more in-depth marketing audit beyond briefly looking at past campaigns. For instance, Getting Attention’s nonprofit marketing plan guide shares a step-by-step method you can use to analyze past performance.

You’ll want to collect past marketing collateral and campaign metrics, which you can then use to conduct a SWOT analysis. A SWOT analysis is a strategic planning technique used to identify your organization’s Strengths, Weaknesses, Opportunities and Threats (SWOT). In this case, you’ll be analyzing your marketing efforts in particular.

To conduct this type of analysis, draft a square that’s segmented into four quadrants, each devoted to a particular element of SWOT. Then, list different points under each heading that pertain to each. Here’s what each quadrant refers to:

This chart shows how to conduct a SWOT analysis for your nonprofit marketing plan.

Listing out these factors will give you a good visual representation of where your organization currently stands. From here, you can use this information to leverage your strengths to increase opportunities, reduce your threats, eliminate weaknesses and mitigate potential threats.

2. Pick the Best Goal for Your Organization

One small foundation I worked with was marketing their organization everywhere (Facebook, email, events, etc.) but getting little return for their efforts.

As I quickly discovered, the problem was that they were trying to accomplish multiple goals — increase donations , boost community engagement, raise awareness and more — all at once.

With such a small team, they were spreading themselves thin and bombarding their target audience with every type of ask.

From my experience, the nonprofit teams that focus on one primary goal at a time see the most success. As soon as I helped the foundation focus on one goal with their marketing campaigns (increasing donations), they started seeing better results.

If you need help deciding on a primary goal, here are several common nonprofit marketing goals I’ve seen organizations pursue:

Make sure your nonprofit marketing goal is tied directly to your organizational growth objectives. We all want to raise awareness of our organization and the work that we do, but what will this “raised awareness” get our organization at the end of the day? What do we hope to accomplish?

Small nonprofits typically see the best results when they prioritize one goal per quarter. Larger organizations with a marketing department of more than one person may be able to focus on two goals. It all depends on your staff’s bandwidth.

Since nonprofit organizational priorities constantly shift, consider reviewing your nonprofit marketing plan every quarter (three months). This doesn’t necessarily mean you need to craft a new one from scratch each time. Rather, you should examine and tweak your plan so that you can continue making sufficient progress.

3. Develop SMART Objectives to Achieve Amazing Nonprofit Marketing Results

A few years ago, a friend of mine decided to participate in a charity run. She showed up in a jogging outfit and dragged her way to the finish line. She came in dead last.

The following year, she signed up again, but this time, she was determined to come in first place. She began practicing four months before race day. She tracked her times, began eating better and even hired a trainer.

On the day of the race, she pushed herself harder than before and finished in the top 10% of all runners — something she never thought she could do.

The only thing that drove my friend to achieve such an amazing result was refining her objective: simply finishing the race vs. aspiring to come in first. By doing so, she was able to set incremental objectives along the way to ensure she was making sufficient progress.

In the same way, nonprofit professionals who refine their marketing plan objectives are able to accomplish their goals to a greater degree.

The best way I’ve seen nonprofits refine their objectives is by using something called the SMART objective framework . SMART stands for:

When creating goals for your nonprofit’s marketing, use the SMART goal framework shown in this chart.

This framework has been adopted across many organizations and for good reason: it allows you to develop clear objectives that drive greater outcomes for your organization.

Examples of SMART Goals

While the SMART framework can be applied to any strategic goals your nonprofit sets, let’s take a look at it in the context of marketing. For example, if your primary marketing goal is “raising awareness,” then some sample SMART objectives could be:

Once you’ve refined your SMART objectives, work with your team to set a schedule for activities that will help you achieve those goals.

All nonprofits are different and will have different SMART objectives to match their primary goals. To find the right numbers for your nonprofit, look at the existing marketing benchmarks or estimate to the best of your ability.

4. Select Key Performance Indicators To Measure Success

As this article has touched on, your goals should be tied to specific metrics. That way, you have a clear indication as to whether your efforts are paying off. Without tracking your nonprofit marketing plan’s performance, you won’t know where to invest your efforts next to improve results.

It’s important to note that different goals will be attached to different performance metrics. Salsa’s guide to nonprofit KPIs dives into several different metrics you might track and some of the ones specific to marketing include: