Caregiver Training
Marketing Plan

This template includes a pre-written, fully customizable marketing plan in Excel that cuts writing time and keeps messaging consistent. Edit copy, channels, and targets to fit your training offering and local regulations-defintely fast to adapt. It's ready for agencies, individual courses, or workforce programs.

Editable sections for every campaign

Swap channels and target audiences easily

Localize messaging for state requirements

Works for B2C and B2B plans

The plan uses an Excel Gantt chart layout for clear timeline visualization and task sequencing. See start dates, overlaps, and dependencies at a glance so you schedule labs, ads, and outreach correctly. The view keeps campaign timing tight and execution predictable.

Color-coded campaign phases visible

Task dependencies shown on timeline

Visualize labs and enrollment windows

Quickly spot scheduling conflicts

The template ships with 30+ pre-built marketing actions tailored to caregiver training: digital ads, referral outreach, B2B sales, events, and content. Each action includes a short objective, owner, and suggested duration so you don't miss critical steps. Use them as-is or swap for local tactics.

Digital ads and SEO tasks included

B2B outreach steps to agencies

Community and workforce outreach actions

Event and job fair tasks listed

All start dates and task durations are editable without breaking formulas or dependencies in the Excel file. Shift cohorts, extend prep time, or compress outreach windows and the Gantt recalculates dates automatically. This keeps the plan flexible for real-world delays.

Change dates with one cell edit

Durations auto-adjust linked tasks

Shift cohorts without manual recalculation

Protects formula integrity during edits

Built-in progress tracking shows percent complete and flags overdue tasks so you know what's falling behind. Visual percent-bars and simple status fields let you run quick standups and update stakeholders. It's designed for weekly check-ins and fast course-correction.

Percent-complete fields per task

Overdue flags for missed deadlines

Simple status for quick updates

Auto-rollup to weekly progress view

The template makes team coordination straightforward: assign owners, set dependencies, and export a clear task list for instructors, sales, and ops. It reduces overlaps between training prep, lab bookings, and marketing outreach. Team handoffs become routine, not chaotic.

Assign owners and responsibilities easily

Clear handoffs between marketing and ops

Avoids duplicate outreach efforts

Shareable task lists for instructors

No advanced Excel skills are needed; color-coded cells, dropdowns, and locked formula areas guide edits safely. Built-in instructions and default values help beginners update timelines and tasks without breaking the plan. It's beginner-friendly but powerful for power users.

Color cues guide safe edits

Protected formulas prevent accidental breaks

Simple dropdowns for common inputs

Step-by-step cell instructions included

The plan is printable and easily exported to PDF or copied to Google Sheets for sharing with clients or partners. Use printable Gantt pages for meetings, or send a lightweight PDF to employer partners. It's formatted for clear presentation and review.

Export to PDF or Google Sheets

Printable Gantt for board or client

Compact print-ready campaign summaries

Email-ready task snapshots included

The weekly highlight view shows current-week priorities and a completion guide so teams focus on what moves enrollment. It lists critical actions this week, upcoming milestones, and completion steps for each task. Use it for standups and weekly reports.

Current-week priorities at a glance

Weekly completion checklist included

Milestones and next steps listed

Use for standups and reports