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

  1. Identify the need for a new marketing document, revision, or update.

  2. Submit a document request form including:

    • Document title: [DOCUMENT TITLE]

    • Purpose: [DOCUMENT PURPOSE]

    • Target audience: [TARGET AUDIENCE]

    • Key messages: [KEY MESSAGES]

    • Desired format: [DESIRED FORMAT]

    • Deadline: [DEADLINE]

II. Document Creation

  1. Assign responsibility to the appropriate individual or team for document creation: [RESPONSIBLE INDIVIDUAL/TEAM]

  2. Gather necessary information and content for the document.

  3. Draft the document according to established brand guidelines and standards: [BRAND GUIDELINES]

III. Document Review

  1. Distribute the draft document to relevant stakeholders for review.

  2. Set a deadline for feedback and revisions: [DEADLINE FOR FEEDBACK]

  3. Consolidate feedback and incorporate necessary changes into the document.

  4. Document any changes made during the review process: [REVIEW CHANGES]

IV. Document Approval

  1. Submit the final draft of the document for approval.

  2. Identify the individual or authority responsible for approving the document: [APPROVING AUTHORITY]

  3. Obtain formal approval and signatures as required.

  4. Document the approval date and any relevant comments or conditions: [APPROVAL DATE/COMMENTS]

V. Document Distribution

  1. Distribute the approved document to relevant departments or personnel.

  2. Ensure that all recipients are aware of their responsibilities regarding the document.

  3. Maintain a distribution list for tracking purposes: [DISTRIBUTION LIST]

VI. Document Maintenance

  1. Establish a system for document storage and retrieval.

  2. Regularly review documents to ensure they remain current and aligned with marketing objectives.

  3. Document any revisions or updates made to the document.

  4. 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

  • Utilize marketing automation tools to streamline document creation and distribution processes.

  • Provide training to employees on brand guidelines and marketing document procedures.

  • Incorporate feedback from marketing analytics to continuously improve document effectiveness.

Name: [YOUR NAME]

Company: [YOUR COMPANY NAME]

Department: [YOUR DEPARTMENT]

Date: [DATE]

Procedure Templates @ Template.net