Free Marketing Document Procedure Template
Marketing Document Procedure
Introduction
This procedure outlines the steps for creating, reviewing, approving, and maintaining marketing documents within [YOUR COMPANY NAME].
Scope
This procedure applies to all departments and employees involved in the creation, review, approval, and maintenance of marketing documents within [YOUR COMPANY NAME].
Purpose
The purpose of this procedure is to establish a standardized process for marketing document management to ensure accuracy, consistency, and alignment with brand guidelines.
I. Document Request
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Identify the need for a new marketing document, revision, or update.
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Submit a document request form including:
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Document title: [DOCUMENT TITLE]
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Purpose: [DOCUMENT PURPOSE]
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Target audience: [TARGET AUDIENCE]
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Key messages: [KEY MESSAGES]
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Desired format: [DESIRED FORMAT]
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Deadline: [DEADLINE]
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II. Document Creation
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Assign responsibility to the appropriate individual or team for document creation: [RESPONSIBLE INDIVIDUAL/TEAM]
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Gather necessary information and content for the document.
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Draft the document according to established brand guidelines and standards: [BRAND GUIDELINES]
III. Document Review
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Distribute the draft document to relevant stakeholders for review.
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Set a deadline for feedback and revisions: [DEADLINE FOR FEEDBACK]
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Consolidate feedback and incorporate necessary changes into the document.
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Document any changes made during the review process: [REVIEW CHANGES]
IV. Document Approval
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Submit the final draft of the document for approval.
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Identify the individual or authority responsible for approving the document: [APPROVING AUTHORITY]
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Obtain formal approval and signatures as required.
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Document the approval date and any relevant comments or conditions: [APPROVAL DATE/COMMENTS]
V. Document Distribution
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Distribute the approved document to relevant departments or personnel.
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Ensure that all recipients are aware of their responsibilities regarding the document.
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Maintain a distribution list for tracking purposes: [DISTRIBUTION LIST]
VI. Document Maintenance
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Establish a system for document storage and retrieval.
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Regularly review documents to ensure they remain current and aligned with marketing objectives.
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Document any revisions or updates made to the document.
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Archive obsolete documents in accordance with company policies: [ARCHIVING PROCEDURE]
VII. Conclusion
Adhering to this marketing document procedure ensures that [YOUR COMPANY NAME] maintains accurate, on-brand marketing materials, supporting effective communication and brand consistency.
VIII. Additional Tips
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Utilize marketing automation tools to streamline document creation and distribution processes.
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Provide training to employees on brand guidelines and marketing document procedures.
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Incorporate feedback from marketing analytics to continuously improve document effectiveness.
Name: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Department: [YOUR DEPARTMENT]
Date: [DATE]