SOSTAC® Certified Planner

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, 17, 24 May 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 (for UK residents only).

We can invoice you for this course. Please note course fees must be paid 2 weeks in advance of the course commencing. OR you can pay by Paypal Business.

Please note the additional examination fee, payable directly to SOSTAC®. 

Registration Fee: £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.