Savings Bank
Marketing Plan

This template includes a pre-written, fully customizable marketing plan that saves setup time. Edit copy, channels, and KPIs to match your bank or product. It fits any size institution and keeps messaging consistent.

Editable copy and section headers

Tailor channels and target segments

Swap messaging to match brand

Save and reuse templates easily

The plan is laid out in a visual Gantt chart for easy timeline viewing. See task sequencing, overlaps, and critical paths at a glance. The chart clarifies execution and helps prioritize launch dates.

Color-coded timeline bars

Shows task dependencies clearly

Weekly and monthly timeline views

Drag-adjustable task durations

Includes 30+ ready-to-use marketing actions across channels so you won't miss key steps. Actions cover email, social, branch events, PR, and paid ads tailored to savings campaigns. Use them as-is or edit for your goals.

Email nurture sequences included

Social post templates ready

Branch event checklists included

Paid media setup tasks listed

Timelines and task durations are fully editable without breaking formulas or dependencies. Change start dates, shift tasks, and the Gantt recalculates automatically. This keeps plans flexible for real-world delays.

Adjust start dates freely

Extend or shorten task lengths

Auto-updates dependent tasks

Works across campaign phases

The template tracks progress with completion percentages and status flags to show overdue or pending tasks. Visual indicators make daily standups faster and spotlight execution gaps. Use the tracker for weekly reporting.

Completion percent per task

Overdue task highlighting

Progress summary at top

Exportable status snapshot

Assign tasks, clarify handoffs, and remove overlaps with clear ownership fields and dependency lines. Team members see what they own and when it's due. This cuts status meetings and miscommunication.

Assign owners per task

See who is blocked

Dependencies prevent overlap

Use owner notes for context

Designed for non-Excel users with color-coded cells, dropdowns, and protected formulas so nothing breaks. Built-in instructions guide edits step-by-step. Anyone on your team can run it confidently.

Color guides for edits

Drop-downs limit input errors

Protected formulas behind sheets

Step-by-step instructions included

Export to PDF or copy into Google Sheets for easy sharing with leadership or partners. Print clean timeline pages for meetings or stakeholder packets. File formats suit both remote and in-person workflows.

Printable Gantt pages included

PDF-ready export settings

Google Sheets copy compatible

Presentation-friendly summary pages

The weekly highlight view shows the current week, overdue items, and upcoming completions for quick check-ins. Use the completion guide to close tasks and document handoffs. It keeps weekly meetings tight and useful.

Current-week focus area

Up-next task checklist shown

Completion checklist per owner

Weekly summary for meetings