Structured template · MOD-04

Marketing objectives tree to download: fields and controls

Decision question

How can the chain between the business outcome and the plan’s actions be demonstrated?

Editable CSV file

The template’s required fields.

This file is used to accept an initiative only when its contribution and indicator are visible. The related guide page explains the method. Here, the scope is limited to the columns, checks and example needed to complete the deliverable.

01

Business outcome

Set the dated final outcome.

The starting value is known.
02

Marketing objective

Describe the expected contribution.

The causal link remains stated as an assumption.
03

Initiative

Name the actionable lever.

A team can actually execute it.
04

Indicator

Track progress and outcome.

Leading and lagging indicators are distinguished.

Example structure

A concrete reading before completing the file.

Illustrative example to replace with plan data.
LevelObjectIndicatorTarget
BusinessSourced revenueSigned ARR€900k
MarketingOpportunitiesQualified volume120

Checks before use

  • No activity mistaken for an outcome
  • One unit per target
  • An assigned initiative
  • A progress indicator

Counter-example

Completing “Business outcome” without satisfying “The starting value is known.” creates a present but unacceptable deliverable. The row must remain blocked until corrected.

Editable resource

Download the template and retain its history.

Editable CSVDownload the objectives treeReview the example and acceptance criteria

Original planning template. The example values are neither a benchmark nor an automatic recommendation. Adapt units, thresholds and ownership to the scope that was actually decided.

Template traceability

Editorial revision of this page.

Revision 1.1

  • Reviewed on 22 August 2026
  • Editorial owner: Marketing Plan in Action
  • Counter-example, blocking check and visible history added.
  • This revision describes the page; the CSV retains its own version field when present.

Explore the method