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Fri, 24 May

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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.

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SOSTAC® Certified Planner
SOSTAC® Certified Planner

Time & Location

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24 May 2024, 09:30 – 13:00 BST

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About the event

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.

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