MARKETING PLAN WORKSHEET
Created by the Space Office team | 2026-10-12
Guide: https://www.spaceoffice.ai/blog/marketing-plan

Copy this plain-text worksheet into a document or spreadsheet. Replace brackets
with your own business facts. Keep unknowns and assumptions visibly labeled.
The guide's studio and budget example is fictional, not a performance forecast.

PLAN SUMMARY
Business:
Offer covered by this plan:
Planning period (start / end):
Document owner:
Version / last reviewed:
Status (draft / approved):
Approved by / approval date / approval limits:
Next review date:

1. GOAL
We want [defined outcome] for [offer] by [date].
Unit counted (for example, paid places in a specified workshop):
Comparable baseline value / period / source, or unknown:
Business reason for this goal:
Delivery capacity and constraints:

2. AUDIENCE
Customer situation and need:
Buying trigger:
Who chooses / who pays:
Relevant location or other practical limits:
Excluded groups and reason:
Evidence references:
Unverified audience assumptions:

3. OFFER AND MESSAGE
What the customer receives:
Price or buying arrangement:
Verified inclusions and limits:
Useful benefit:
Supporting proof and source references:
Alternatives customers consider:
Next action for the customer:
Claims and operational details awaiting approval:

4. EVIDENCE REGISTER (repeat each record)
Source ID:
Source type and link or permitted location:
Collection date and relevant audience:
Observation:
Status (observed / customer-reported / hypothesis):
Limitations or contradictory evidence:
Permitted use / access limits:
Next check and owner:

5. CHANNEL AND ACTION RECORD (repeat for each selected channel)
Channel:
Audience and reason for choosing it:
Message:
Asset to prepare:
Destination and customer action:
Production owner:
Approver:
Deadline:
Dependencies that must be complete first:
Cash limit:
Working hours required:
Expected early signal (not a promised outcome):
Measurement source and event definition:
Review date and decision owner:

6. BUDGET AND CAPACITY
Cash ceiling:
Production cost:
Distribution cost:
Software and other direct cost:
Uncommitted reserve:
Total (must not exceed cash ceiling):
Committed spend / cancellation conditions:
Who may release the reserve and for what purpose:
Available staff or founder hours:
Delivery capacity:
Inquiry and customer-response owner:

7. MEASUREMENT DEFINITIONS
Primary business outcome:
Exact counting rule:
Reporting window:
Source of record:
Treatment of cancellations, refunds, repeats, and unknowns:
Early signal and definition:
Rate numerator / denominator (if using a rate):
Campaign naming record:
Tracking test performed / result / date:
Known missing data or interpretation limits:

8. REVIEW AND DECISION LOG (repeat at each review)
Date and reviewer:
Activity delivered:
Outcome count and period:
Supporting signals (include counts beside rates):
Spend to date / commitments / remaining budget:
Capacity remaining:
What the evidence supports:
Other possible explanations:
Tracking or source gaps:
Decision (continue / change / stop / investigate):
Specific next action:
Owner / deadline / next check:
Human approval required or received:
Changes to offer, dates, prices, or destinations since the previous version:

OPTIONAL SPACE OFFICE HANDOFF
Supply approved offer facts, customer notes, relevant sources, current results,
budget, capacity, access limits, and the human decision owner.
Sodium: organize research and gaps.
Oxygen: prepare strategy options and the proposed plan.
Hydrogen: coordinate and review the combined packet.
Human owner: verify evidence and approve claims, spending, and final actions.
Account access, publication, outreach, and results are not automatic.