SOSTAC® Certified Planner - (13, 20 September, 4,11 October 2024, 9.30am - 12.30pm)

SOSTAC® Certified Planner

By the end of this course you will be confident about writing a great plan, be able to improve other plans, and develop your own strategy . Use PR Smith’s SOSTAC® logical structure to reduce risk, make better decisions and boost business results. Write the perfect plan. Become a SOSTAC® Certified Planner.

Delivered by Lydia McClelland, SOSTAC®  Certified Planner and SOSTAC®  Licenced Trainer. Lydia is also a Chartered Marketer and Fellow of the Chartered Institute of Marketing. 

Over 4x 1/2 days we will cover 4x modules. By the end of the course, you will be ready to take the SOSTAC® Certified Planner Exam. Please note there is an additional cost, payable directly to SOSTAC® for the examination. 

This training programme will take you through the six-step process required to get better results. 

This course will run on Friday 3, 10 Septmber and  Friday4, 11 October  2024 from 9.30am -12.30pm each day. 

Module 1

• Course and delegate introductions
• Introduction to PR Smith’s SOSTAC® Planning Framework
• Situation Analysis & Objectives
• Situation Analysis: Customer analysis; competitor analysis; company analysis: trend analysis.
• Objectives: Mission; Vision; KPIs

Module 2 

• Strategy – Part 1
• Strategy: Types of strategy; Strategic matrices: Ansoff; Boston; GE market attractiveness; single product strategies; strategic error; Components of marketing strategy; Sample strategy excerpts; Strategy template; questions your manager or board might ask you about your strategy.
• Tactics: The old marketing mix; Value Proposition; The magic marketing formula; Marketing Comms; Tactical tools; The tactical matrix; Moving from campaigns to conversations; Integrated tactics; Gantt charts.

Module 3 

• Strategy  – Part 2
• Actions: Internal marketing: communications, motivations and training.
• Control: Build control into your plan; What metrics do we measure? Key performance indicators; customer feedback; budget.

Module 4 

• Tactics
• Choosing the right combination of marketing mix to achieve marketing objectives.
• Action & Control
• Review/Summary 
• Exam Preparation 

The course includes the Advanced SOSTAC® manual to assist with your studies. 

Assessment is via a 1-hour online multiple-choice exam taken at a time that suits you. 

Successful delegates will receive a SOSTAC® Certified Planner Digital Badge and Certificate. 

Course Fee:  £495 plus VAT (VAT applicable for UK residents only).

Please note course fees must be paid in full before the course commences. Payment is by invoice or by PayPal Business.  When completing your registration form, please indicate how you wish to pay (e.g. by invoice or by PayPal. 

Please note the additional examination fee, payable directly to SOSTAC®.  Registration Fee is £195 (includes one free test re-sit if required). For UK residents, the standard 20% VAT applies i.e. UK Fee is £234. Non-UK Fee is £195.