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The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.


  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

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For a surprising number of mission-driven companies, the answer to that question is no.

And that's a problem. You simply can’t stay focused on what matters most to your mission and responsibly advocate for the budget you need to achieve your goals without one.

That’s why we created The Essential Social Enterprise Marketing Plan Template. It is designed to introduce you to our proven 4-D System for marketing planning, which is tailored to the realities of social enterprises.


Work through its pages and you’ll have the starting point for a marketing plan that can truly transform your social enterprise’s mission impact. 

Download The Essential Social Enterprise Marketing Plan Template:

What's inside The Essential Social Enterprise Marketing Plan Template?

Through our work with a wide variety of organizations, we've developed a proven 4-D Process for  marketing planning and execution, Now, we’ve built it into a 4-D System you can use yourself at your own social enterprise.


It includes the following four phases, which we’ll introduce you to through the 

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pages of the Essential Social Enterprise Marketing Plan Template:

  • Discover data, goals and messaging that will serve as the foundation for your marketing plan

  • Design the campaigns and tactical approach necessary to achieve your goals

  • Drive your plan into action with a marketing calendar and clear accountability
  • Deliver results, track them with a KPI dashboard and share them with your team

While we can’t possibly share everything we do with our clients in each of these phases within this template, we can introduce you to some of the most important components from each and give you a starting point from which you can begin rethinking your marketing plan. We’ll also show you areas where you can “go deeper” and take your marketing plan to the next level.


How is the template intended to be used?

There are two ways to use the template:

1. Duplicate the Google Slides file and use it as a starting point for your own marketing plan slides. You can add and delete pages as needed while you work.

2. Download the PDF and write on the worksheets. Then, use your work to inform the development of a marketing plan in the format you prefer.

You'll get access to both options when you fill out the form above.

Where can I learn more about working with Prosper Strategies to develop our social enterprise marketing plan and bring it to life?



Real clients, real results.

Here's what our clients have to say about working with Prosper Strategies on marketing planning and strategy:

Prosper Strategies helped us identify the attributes that make our organization truly unique, and  assemble a marketing plan that effectively communicates these strengths to the public, other organizations and foundations. The messaging guides, calendars, and other materials [we created] are now central to IEC's communications strategy.
- Jennifer Walling, Executive Director, Illinois Environmental Council

 We view  Changemaker Marketing Lab as a catalyst for Rebuilding Exchange to scale our reach and increase the impact of our message. This growth directly contributes to our ability to divert over 1 million pounds of materials from the landfill each year.
- Kelly Farley, Executive Director, Rebuilding Exchange

Prosper Strategies worked closely with us to listen to and understand our organization’s needs, help us identify our communications priorities and provide actionable steps that we could achieve given our capacity. We are incredibly pleased with the vision and mission statement that they crafted with us, which more accurately and beautifully reflect who we are, what we do, and how we aspire to make an impact!
- Callie Mabry, Communications Director, Faith in Place

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