Efficient media planning is essential for any enterprise to succeed at this time.
Media content material — photos, movies, written content material, and podcasts — retains you top-of-mind along with your audience and helps you stand out from rivals by making certain your model stays seen and fascinating.
That is why I at all times advise shoppers to create and share contemporary media content material.
Nonetheless, preserving observe of, planning, distributing, and analyzing all of your media content material can take effort and time. Efficient media planning helps you handle these duties effectively and keep a powerful presence.
What’s media planning?
Media planning is the method of figuring out how, when, the place, and why your small business shares media content material along with your viewers. The method consists of deciding what media will likely be shared and which channels you’ll use to spice up attain, engagements, conversions, and ROI, amongst different metrics.
Media planning has many shifting components, making it difficult to grasp.
Nonetheless, by following the correct media planning steps and utilizing media planning templates, you may simplify the method and deal with any challenges that come your manner.
What’s a media plan?
A media plan particulars what sort of media you may create and the place and the way you may publish it to finest have interaction and convert your viewers. Some media plans align with bigger firm initiatives and campaigns, following together with pre-approved messaging and content material.
Varieties of Media Plans
Choosing the proper kind of media plan depends upon your marketing campaign objectives, funds, and the character of your services or products. However earlier than all that, you could perceive the various kinds of media plans.
Steady Media Plan
A steady media plan entails a gradual run of adverts over a interval. That is finest for services or products that are not seasonal and wish fixed client reminders. Assume: toothpaste or cleaning soap.
The concept is to make sure frequent publicity that retains your model top-of-mind all yr.
Flighting Media Plan
A flighting media plan alternates durations of promoting with durations of no promoting. Consequently, this facilitates high-intensity publicity throughout essential durations, creating urgency and anticipation that results in extra income.
Opposite to steady media plans, it is excellent for seasonal services or products with fluctuating demand. For instance, an organization promoting vacation decorations may closely promote earlier than the vacation season and cease afterward.
Nonetheless, you could know your model‘s peak occasions. Use instruments like HubSpot’s advertising analytics software program to research gross sales information throughout a number of advertising channels and accordingly regulate your flighting durations for optimum outcomes.
Pulsing Media Plan
A pulsing media plan combines steady and flighting plans, sustaining a gradual baseline degree of promoting with durations of elevated depth.
I like this method for 2 causes: (1) it balances funds effectivity with sustained model consciousness in key markets, and (2) it is versatile and adaptable to altering market circumstances.
Seasonal Media Plan
A seasonal media plan focuses on particular occasions of the yr when a services or products is most related. This sort maximizes impression by aligning with peak demand durations, creating robust associations with particular seasons or occasions, and being budget-friendly by concentrating on high-relevance durations.
For instance, a journey firm can use seasonal media plans to advertise its trip packages. It could focus promoting efforts throughout winter and summer time, leveraging seasonal themes and promotions to make its campaigns extra interesting and related.
Roadblock Media Plan
A roadblock media plan locations adverts on a number of media channels concurrently to maximise attain and impression. For instance, when launching a brand new product, you may run the identical advert on TV, radio, on-line, and social media to shortly generate buzz.
Consider it as synchronizing adverts throughout varied platforms — you create a powerful, unified message that captures consideration and encourages speedy response. Nonetheless, this method requires cautious planning and coordination to make sure every thing runs easily and successfully.
Drip Media Plan
A drip media plan steadily releases content material or adverts, identical to a gradual, fixed drip. This method is ideal for academic campaigns or nurturing leads over time.
As an example, in an electronic mail advertising marketing campaign for a B2B software program firm, we used a drip media plan. We despatched out worthwhile emails over a number of weeks, every tailor-made to deal with particular ache factors and wishes. This fashion, each touchpoint added worth and introduced prospects nearer to a purchase order determination.
The aim was to maintain our viewers engaged with common, useful content material. Over time, we constructed relationships and belief, which finally led to conversions.
Advantages of Media Planning
Media planning aids with components of content material creation and distribution, together with:
- Attending to know your audience on a deeper degree so you may successfully attain them via your media content material.
- Deciding on which media channels and platforms you’ll share your content material.
- Figuring out the timing and frequency of the media and content material you publish and share
- Maintaining with the most recent media tendencies and know-how.
- Sticking to your funds as you’re employed to create, publish, and share high-quality and fascinating media content material.
- Conducting analyses to measure the success of your media planning course of.
Now that we’ve mentioned the advantages of media planning, let’s evaluate the steps within the media planning course of so you may start growing a method for your small business.
Media Planning Course of
- Conduct market analysis.
- State your media planning goal.
- Create your media plan utilizing a template.
- Implement your media plan.
- Consider your success.
As you’re employed via the steps in media planning, take into account that how your small business applies the outcomes and conclusions derived from every step will likely be distinctive based mostly in your viewers and wishes.
1. Conduct market analysis.
The very first thing I do when growing a media planning course of is conduct market analysis. This step permits me to tailor the content material and the media plan to my audience and prospects.
Begin by creating and finding out your purchaser personas. It’s essential to perceive who your audience and present prospects are.
Then, with this info, decide what media will attain, resonate with, and convert your viewers finest. Moreover, choose the platforms and channels you may use to publish and share your content material.
Featured Useful resource: HubSpot’s Market Analysis Equipment + Templates
2. State your media planning goal.
Subsequent, I at all times hold a transparent aim in thoughts.
This helps me navigate the method successfully and guides me in deciding which content material sorts and platforms to deal with.
Having particular objectives permits me to confidently say “no” to choices that do not align with my marketing campaign’s targets.
Listed here are some examples of media planning targets you might have:
- Strengthen cross-team collaboration (e.g., content material, graphic design, animation, video, weblog, social media) whereas creating and sharing media.
- Improve and streamline the publication and distribution processes for all media.
- Enhance media distribution timeline to make sure our content material is shared effectively so it’s related to our audience.
- Amplify the success of our media content material by permitting for ample time to research its impression and attain our viewers.
As an example, let’s say you are planning your social media content material for Fb and Instagram. Your aim will be to streamline the content material creation course of and schedule your posts forward of time.
This fashion, you may guarantee your content material is at all times related and fascinating, preserving your model high of thoughts.
3. Create your media plan utilizing a template.
Now, it’s time to make your media plan.
I’ve discovered that it is not sufficient to easily plan after which assume everybody else is on the identical web page. It’s essential to define your technique via an in depth media plan. If you do that, you guarantee alignment inside your crew and hold all events accountable.
Some media plans may also function standalone methods that element how manufacturers plan to leverage media — written, video, audio, and so forth. — to attach with followers and prospects.
Media planning templates are invaluable in staying environment friendly and efficient whereas engaged on all facets of media content material. They assist hold every thing organized whereas publishing and sharing it along with your viewers.
Given the number of templates out there for various sorts and components of the media planning course of, the templates you incorporate will likely be distinctive to your small business. Don’t be afraid to experiment with or mix totally different templates.
When one in every of HubSpot’s shoppers wanted to create a media plan for Fb and Instagram, our crew applied a social media calendar template for them.
This kind of template helped coordinate content material throughout each channels, enhance engagement, and enhance productiveness amongst crew members.
It finally helped our shoppers obtain their targets sooner.
4. Implement your media plan.
Guarantee all events who ought to pay attention to the plan have the required particulars that can assist you execute accordingly.
When our crew works on media plans, we at all times share the contact particulars of the media planning coordinator in our firm in order that anybody with questions or feedback is aware of precisely who to succeed in out to.
To get a greater understanding, let’s refer again to our instance of steps for a social media plan designed for Fb and Instagram.
After we applied a social media calendar template as a part of our consumer’s media plan, we made positive everybody concerned, whether or not on the inventive crew or the publication crew, had entry to it. This fashion, everybody was on the identical web page and will contribute successfully.
5. Consider your success.
Whether or not your media plan revolves round particular person posts on Instagram or a month-long, company-wide marketing campaign, it is essential to measure its success.
Ask your self and your crew questions like, “How did this media plan assist us obtain our particular objectives? If it didn’t, why?” and “How did the media planning templates and instruments we used add worth to our media creation and publication processes? In the event that they didn’t, how can we transfer ahead?”
The way in which you consider your media plan’s success needs to be straight tied to the particular objectives of your small business concerning your media content material, the groups who create the media, and the worth you hope to derive from it (e.g., boosting conversions, engagements, income, and so forth.).
As an example, when reflecting on previous campaigns, our crew typically evaluates whether or not our social media content material plan and calendar template helped the consumer attain their audience and obtain their desired targets.
We additionally assess whether or not our media plan boosted engagement on the consumer’s targeted social platforms, continually in search of methods to collaborate and coordinate extra successfully.
Media Planning Technique Elements
There are a number of further issues to contemplate when crafting your media planning technique.
First, what’s your media planning funds?
Media Planning Price range
If you happen to’re aiming without cost media, you may disregard this query. But when a part of your media planning entails media shopping for, sit down along with your advertising management to grasp what funds you must work with.
Set this funds earlier than researching platforms and creating content material. You don‘t need to begin formulating a marketing campaign you can’t afford down the street.
Professional tip: Embrace the prices of curating and distributing media kits in your funds should you plan on increasing media protection later. For inspiration, take a look at our high media equipment examples cherry-picked by Ramona Sukhraj, Principal Advertising and marketing Supervisor at HubSpot.
Second, contemplate the important thing messaging factors you need your media to speak.
Media Planning Messaging
You do not have to pre-write all of your media content material, per se, however I like to recommend establishing the primary themes in the beginning so all media is constant and on theme.
These messaging factors ought to come out of your viewers analysis and can information your content material sorts and platforms, so nail these down first.
Third, you want the media content material for publishing.
Media Scheduling Technique
A stable media scheduling technique helps you to create content material when inspiration strikes and fine-tune your promoting technique while you’re prepared. This protects you time in the long term.
Your scheduling technique will look totally different based mostly on the form of media you’re engaged on.
For instance, timing is every thing for social media posts (free or paid adverts). It’s essential to schedule your posts based mostly on when your audience is on-line, even when that point is inconvenient for you. Fortunately, there are lots of instruments, equivalent to HubSpot’s social media administration software program, that may assist with this.
Then again, consistency is essential for newsletters and weblog posts. You need your viewers to be trying ahead to your media content material, thereby boosting visitors and fostering a neighborhood round your model.
My high ideas on your media scheduling technique embrace:
- Examine your readers and prospects to know once they’re out there on particular platforms
- Put together your content material in bulk to keep away from any inconveniences, equivalent to delayed deadlines, which can have an effect on your frequency
- Select the right automation instruments for every platform
- Be constant—consistency is every thing!
With these factors in thoughts, let’s stroll via the way to create a media plan of your individual.
The right way to Create a Media Plan
1. Goal your purchaser personas.
As a marketer, you don’t need to promote to only anybody. You need to appeal to the kind of purchaser who’s within the media you’re creating—in any other case often called your purchaser personas.
A purchaser persona is a semi-fictional illustration of your excellent buyer based mostly on market analysis and actual information about your present prospects.
When you already know precisely the kind of purchaser you could goal along with your media plan, you may appeal to essentially the most worthwhile prospects to your small business.
When making purchaser personas, I typically middle them round these essential attributes:
- Demographics: Age, earnings, location, or identification
- Background: Job, profession path, and way of life
- Identifiers: Communication preferences and social media platforms
- Targets: Main, secondary, private {and professional}
- Challenges: Their roadblocks stopping them from reaching their objectives
2. Outline your SMART objectives.
When setting objectives on your media plan, use the SMART objectives framework (Particular, Measurable, Attainable, Related, Time-Certain). This may enable you observe progress and obtain larger impression.
Furthermore, establishing these objectives earlier than beginning ensures your media plan has a transparent route for you and your crew. It additionally means you may rejoice your successes once they occur.
Some examples of SMART goal-setting in media planning might seem like:
- Particular: “We need to generate a larger variety of certified leads.”
- Measurable: “We would like our media plan to achieve 2,000 followers throughout Twitter, Metaverse, and Instagram.”
- Attainable: “We beforehand reached 70% in buyer engagement on-line over the previous quarter, so we’re aiming for 75% within the subsequent.”
- Related: “We need to obtain extra constructive buyer engagement to higher the model’s status and acquire extra followers.”
- Time-Certain: “We would like our media plan to achieve 2,000 followers within the subsequent three months throughout Twitter, Metaverse, and Instagram.”
When you’ve decided your objectives, begin exploring assets that may enable you attain them.
3. Discover the media planning instruments finest fitted to you.
I‘ll share some unbelievable media planning templates for your small business later on this submit, however first, let’s discuss software program instruments that may do among the heavy lifting for you.
To start out, HubSpot Advertising and marketing Hub is ideal for drafting, planning, scheduling, and accumulating conversion analytics. However should you’re on the lookout for extra choices, take a look at our listing of 15 important media planning instruments so that you can use.
4. Analyze historic information.
You must know the place you started earlier than you can begin shifting ahead. I at all times look again at my earlier media planning methods to research their impression and attain.
For instance, in case your model is already on Fb, I’d test the enterprise web page insights to see how far we obtained with the previous posting schedule and content material. I’d additionally have a look at the posts that obtained essentially the most engagement, the time durations with the very best visitors, and the content material that helped flip prospects into prospects.
By noting the efficient parts of your earlier technique, you may let that drive a few of your brainstorming on your new media plan. Consider it as constructing on previous successes.
5. Select your media combine.
In terms of selecting your media combine, it is essential to remain knowledgeable about the preferred advertising channels, in addition to those most popular by your purchaser personas.
In line with HubSpot’s State of Advertising and marketing Report, over 1,400 world advertising professionals consider the advertising channels with the very best ROI are:
- Web sites/Blogs
- Social Media
- Electronic mail Advertising and marketing
- Content material Advertising and marketing
In my expertise, an omnichannel media plan works nice to succeed in your audience wherever they’re. By researching which channels your purchaser personas frequent essentially the most and being open to exploring new ones, you may resolve on the correct mix on your model.
6. Put your media plan into motion.
When working in your media plan, keep watch over your insights and see how they stack up towards your SMART objectives. Bear in mind, you may at all times regulate your plan as wanted. Advertising and marketing is a dynamic subject, and with the ability to pivot is essential.
Now that you simply‘re accustomed to making a plan, let’s have a look at some assets to make the media planning course of simpler.
Media Planning Templates
There are many media planning templates out there on-line, each for buy and without cost. What I really like about utilizing these templates is how customizable they’re; you may tailor them to suit your enterprise’s particular wants and objectives.
Relying on the media software program your small business makes use of, equivalent to HubSpot’s (free) CRM, Advertising and marketing Hub, or Sprout Social, there could already be customizable planning templates included. I’ve typically used HubSpot’s templates, which provide an ideal menu of choices to select from.
After all, you may as well create your individual templates utilizing Google Sheets. I’ve performed this myself, and it’s a good way to make sure your planning course of suits completely along with your distinctive workflow.
No matter technique you select, do not forget that your media planning templates ought to evolve as your objectives and viewers develop. Don’t hesitate to regulate them over time to remain in sync with your small business’s altering wants.
Free Media Planning Template [Download Now]
Varieties of Media Planning Templates
Here is an inventory of frequent media creation and planning templates to get you began. (Click on the hyperlinks to entry every template.)
Select the templates that fit your wants. Bear in mind, there‘s no proper or flawed alternative—it’s all about what works finest for your small business.
- Use a media planning template to prepare your paid media efforts and bills in a single visible location.
- Use a social media technique template to align your media content material along with your viewers in a manner that gives worth for your small business.
- Use a social media calendar template to customise a timeline for while you’ll share your social media posts in a easy, organized, manageable, and efficient format.
- Use an editorial calendar template to plan and optimize all of the advertising content material you’ll publish and share, together with blogs, social media posts, and campaigns.
- Use a weblog submit template to easily fill within the blanks and start writing partaking, related, and well-optimized weblog content material on your viewers (all whereas avoiding author’s block!).
- Use an e book design template to take the guesswork out of the way to make your e book skilled, eye-catching, and delightful, all whereas saving your self worthwhile time.
- Use an infographic template in PowerPoint or Illustrator to shortly customise the best way you current information, share insights, and promote presents in a manner that appears and feels skilled.
- Use an analytics and reporting template for Excel, PowerPoint, and Google Drive to make the processes of pulling, organizing, and sharing information easy irrespective of which metrics you observe.
- Use a funds template to handle and evaluate your spending and funds with Excel or Google Sheets.
- Use an promoting template that can assist you plan and handle promoting campaigns in a manner that’s positive to transform viewers members into leads and prospects.
Media Plan Examples
Though we’ve mentioned media planning and even shared a number of media planning templates, doing it virtually should pose a problem. Due to this fact, I’ve created media plan examples and linked the templates I used for extra readability.
Social Media Plan
In terms of social media, focus your efforts on the platform the place your prospects are lively. If you happen to’re nonetheless figuring that out, it’s advantageous to experiment with a number of platforms to see what works finest.
Here is a pattern social media plan impressed by HubSpot’s Social Media Content material Template that can assist you discover a number of platforms.
Running a blog Media Plan
Monitoring how typically you publish weblog content material is essential for monitoring your progress. A running a blog media plan might help you handle your writers effectively, lowering the necessity for fixed electronic mail follow-ups about their weblog submit progress.
Right here is a straightforward instance of a running a blog media plan you may obtain from HubSpot.
PR Media Plan
Making a PR media plan generally is a bit extra intensive because it entails coordinating with different organizations. You may want to decide on the correct type of commercial, collect the required assets, and establish key contacts.
On this pattern template, I’m solely sharing the “attain out” and “content material planning” phases. Nonetheless, the entire template from HubSpot has every thing you want, together with useful resource planning. As a bonus, should you’re a newbie, you may even take the free course on PR Media. Take a look at the entire HubSpot PR Plan template.
Exercise |
Description |
Begin Date |
Finish Date |
Visitor posts |
Selling our new exercise pants |
3 March, 2025 |
3 June, 2025 |
Press releases in identified publications |
Selling our model normally |
10 July, 2025 |
20 December, 2025 |
Newsletters |
Ship out month-to-month newsletters each month |
3 March, 2025 |
29 December, 2025 |
We‘ve lined media planning intimately, however there’s one other essential facet to contemplate: media shopping for.
Let’s get into it.
Media Planning vs. Media Shopping for
Digital media planning and media shopping for are carefully associated and work hand-in-hand. Relying on your small business dimension and funds, the identical crew members may deal with each planning and shopping for.
So, what makes these processes distinctive?
Media planning entails deciding which media content material to create, publish, and share along with your prospects and audience. This media content material is all-encompassing and doesn’t at all times embrace paid adverts and content material.
Media shopping for, however, is a definite course of targeted on buying promoting house and time on varied platforms. That is the place the primary distinction between media planning and media shopping for lies.
What’s media shopping for?
Media shopping for is all about paid media. This implies your small business buys campaigns or advert house on varied channels, pays to share focused campaigns and adverts, or negotiates with media distributors.
Whereas sharing media and reaching your viewers without cost is feasible, efficient media planning can nonetheless occur with out media shopping for. Nonetheless, media shopping for at all times requires media planning.
Consider it like this: all squares are rectangles, however not all rectangles are squares. Media planning units the tone and route for the media shopping for that follows.
As soon as you’ve got bought advert house or negotiated content material distribution, you want a method—or a media plan—for delivering that media to your viewers and prospects.
Media Planner
A media planner is also called a model strategist or a model planner. They’re liable for planning promoting methods and creating campaigns for companies.
If you happen to don’t have an in-house media planner, you’ll want to contemplate hiring one that can assist you with the campaigns. However what precisely does a media planner do? And the way a lot will it value?
Under are the solutions.
What does a media planner do?
A media planner takes over your entire media planning technique, evaluates it, and advises you on the best way ahead.
Listed here are some roles {that a} media planner will deal with in your organization:
- Maximizing the impression on all ads you pay by networking with media shopping for companies
- Arising with inventive methods to succeed in out to your goal audiences for higher engagement and conversion charges
- Figuring out the very best platforms for your small business to make sure you’re spending your advert cash the place you’re prone to get returns
How a lot do media planners make?
In line with Comparably, the typical Media Planner within the US makes $69,374. When working with a media planner, anticipate to pay them between $30,000-$150,000.
If you happen to want an skilled planner with a few years of expertise, you then’ll must plan for about $155,000.
Nonetheless, you may at all times get monetary savings by hiring a contract media planner. They may cost a bit extra per hour, however you solely pay them when you could have a venture.
Start Your Media Planning Course of
Media planning is an integral a part of your small business’s skill to create, publish, and share media content material efficiently.
I like to recommend using the pulsing media plan the place you may. It offers you the consistency of steady promoting with the depth of flighting, making certain a gradual presence whereas permitting for strategic bursts of exercise.
What has at all times shocked me is how dynamic media planning will be. No two campaigns are the identical and require their very own distinctive technique, however that‘s a part of the problem and pleasure. So long as you already know when and the place to interact your viewers, you’re on the correct path.
Editor’s notice: This submit was initially revealed in February 2020 and has been up to date for comprehensiveness.