Investment Bank
Marketing Plan

This template ships with pre-written sections tailored for investment banking marketing and client pitches. Edit copy, reorder sections, and swap examples to match your brand and deals. It speeds proposal prep so you spend time closing, not drafting.

editable headings and content blocks

industry-specific examples included

swap copy for firm voice

accelerates client-facing deliverables

The core view is an editable Gantt chart that shows tasks, owners, and timelines at a glance. Bars, dependencies, and milestones make sequencing and handoffs obvious to partners and associates. One-page visual clarity for campaign timing.

timeline bars and milestones visible

clear task dependencies shown

zoom by week or month

print-ready timeline snapshot

Includes 30+ ready tasks common to investment bank campaigns - thought leadership, deal teasers, client events, email sequences, and PR outreach. Use them as-is or tweak to your process to avoid missed steps. They defintely speed execution.

email sequences for deal outreach

press and analyst outreach tasks

event and webinar checklists

content and collateral templates

Every start date and duration is editable without breaking dependencies or formulas. Shift a milestone and the Gantt reflows so timelines stay accurate. This makes last-minute deal changes easy to absorb.

change start dates freely

adjust durations per task

auto-reflow of dependent tasks

lock critical milestones if needed

The template tracks percent complete, overdue items, and upcoming tasks in dashboard widgets. Status fields roll up to weekly progress and highlight blockers for leadership. See execution health without manual status emails.

percent-complete at task level

overdue items auto-flagged

dashboard shows weekly progress

quick view for partner review

Assign tasks to owners, show who's blocked, and map handoffs so teams stop duplicating work. The template reduces email back-and-forth and keeps deal teams aligned on deliverables. Use the shared plan for synchronous execution.

assign owners per task

clear handoffs and deadlines

reduces duplicate work

collabaration-ready with notes

Designed for non-Excel users: color-coded inputs, dropdowns, and protected cells keep the workbook simple and safe. Built-in formulas handle dates and progress so anyone can update status. No macros, no complex setup.

color-coded editable fields

simple dropdowns for status

protected formulas to prevent errors

no macros or installations needed

Export to PDF or copy into Google Sheets for easy sharing with clients and boards. Print the Gantt or one-page summary for meeting handouts and board books. Files are formatted for clean presentation.

PDF-ready export layout

Google Sheets compatible copy

print-friendly one-page summary

attachments for board materials

The weekly highlight guide surfaces top priorities, completed items, and next-week asks in a single section for leadership review. Use it to run concise weekly deal standups and keep partners focused. It's built for quick decision-making.

top three priorities highlighted

completed tasks summary included

next-week asks for owners

ready for weekly standups