Employee Handbook

Quarterly marketing roadmap template

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The quarterly marketing roadmap template makes it easy to align your marketing team’s high-level goals with the work that needs to be done to reach them. Loop in your marketing team and managers to create an effective, ongoing marketing roadmap.

  • Create a living roadmap to communicate marketing activities and align different departments on a unified marketing strategy.
  • Clearly define areas of focus for short and long-term marketing initiatives.
  • Manage and align stakeholder expectations and responsibilities.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

Used 606 times     Share  

Employee Handbook

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

The quarterly marketing roadmap template makes it easy to align your marketing team’s high-level goals with the work that needs to be done to reach them. Loop in your marketing team and managers to create an effective, ongoing marketing roadmap.

  • Create a living roadmap to communicate marketing activities and align different departments on a unified marketing strategy.
  • Clearly define areas of focus for the short and long-term marketing initiatives.
  • Manage and align stakeholder expectations and responsibilities.

How to create a quarterly marketing roadmap with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional marketing roadmap details. Add charts, graphs, images, and videos to customize the roadmap template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the roadmap template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your strategic marketing roadmaps and more.

3

Work on the marketing roadmap template together on the cloud.

Add colleagues (or clients) to collaborate on the marketing roadmap. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The marketing roadmap seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own marketing roadmap template. Or copy and reuse in other documents.

What is a quarterly marketing roadmap?

The marketing strategy roadmap makes it easy to align your marketing team’s goals with the work that needs to be done to reach them. Creating an ongoing quarterly marketing strategy roadmap helps you communicate marketing activities and align different departments on a unified marketing strategy.

In conjunction with a product launch, the quarterly marketing plan gives you a clear overview of the marketing strategy and high-level strategic marketing initiatives your team will implement to reach larger product and business goals and objectives.

How do you create a marketing roadmap?

You should include your marketing goals, tasks and detailed descriptions for each job to be done. Move tasks between lists, add new ones and change statuses as marketing plans progress. Add marketing activities, goals, tasks, related content marketing and social media efforts, and due dates or notes to help your team visualize what’s in progress, what’s next and what’s completed. Change statuses as you go and share the link to your product strategy roadmap to keep everyone aligned on goals and expectations.

To fully communicate the marketing strategy direction and progress to internal teams and external stakeholders, you’ll want to gain insight and feedback from each team (research, design, development, marketing and sales). This will help you assess and tackle risks and roadblocks before they become a major issue.

The quarterly marketing roadmap is part of these toolboxes:

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Founder & Chief Strategist, Evolvex

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Frequently asked questions

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You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

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Can I create free marketing roadmap?

Yes. You can try out Xtensio’s simple editor and any template, including the marketing strategy roadmap template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the marketing roadmap for?

In digital marketing, the marketing strategy roadmap makes it easy to align your marketing team’s goals with the work that needs to be done to reach them. Loop in your marketing team and managers to create an effective, ongoing marketing roadmap.

What should be in a marketing roadmap?

You should include your marketing goals, marketing activities and marketing initiatives, and detailed descriptions for each job to be done. Move tasks between lists, add new ones and change statuses as projects progress.

What is a living document?

The living marketing strategy roadmap template allows you to instantly sync with the marketing team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Can I add colleagues to edit the roadmap template?

Yes! You can invite as many people as you’d like to collaborate on your marketing roadmap and more. As a platform, Xtensio helps improve the way your team works.

How do I share my marketing roadmap?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other tools for marketing?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Marketing toolbox and our Strategy toolbox to find more tools and resources.

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