Katelynn MarfousiKM
Katelynn Marfousi
Last Updated December 10, 2024
11 minutes read

4 FREE PR plan templates

So, you want to learn about PR plans, and maybe grab a template or two.

Maybe you're new to the public relations industry, and you've been tasked with creating a sparkly new PR plan. Or, perhaps, you're a seasoned pro looking for new, innovative ideas to reinvigorate your current public relations campaigns.

Whatever your motivations, we'll dive into the world of public relations planning: what it is, how it'll help your brand, and how a pre-populated PR plan template can save you time, money, and a little sanity.

What is a PR plan?: A quick overview

When it comes to public relations, strategy is everything. There are plenty of tasks you can do that can help you look busy, but without a cohesive, strategic PR plan? You're just sort of doing stuff.

A good public relations plan builds upon itself and helps your whole team understand where you're going and why.

So whether you're launching a company, growing an existing business, or simply revamping your public relations and marketing strategy, creating a strategic PR plan is always a good idea.

Many brands will choose to work with an outside agency to generate the plan for them. This can be beneficial because the agency will do most of the leg work and bring a wealth of expertise in public relations strategy. However, it can also be done in-house as well.

Put your PR plan in motion with Prezly's all-in-one software

  • Contact management
  • Newsroom publishing
  • Personalized pitching
  • Media monitoring and more

Try it for yourself with a zero-obligation free trial.

Our 4 FREE PR plan templates

The great thing about a PR plan is that you don't have to do it the way everybody else does. In fact, the best plan is unique to your brand’s particular mission, vision, and ethos. The more unique and individual it is, the better.

That being said, it's often helpful to start with a blank, customizable template so you can get creative and make it your own.

Take the following copy-and-paste templates, paste them into a document, and let your creativity run wild with the guided direction of these tried-and-true PR plan methods.

Template 1: The SMART method

For those teams that need a template to address smaller, more specific goals that align with the direction and mission of the brand using the SMART objectives.

Specific: What are your specific goals for this PR plan? What do you hope to accomplish with the following initiatives, and how can you make your goal as concrete as possible?

Measurable: How do you know when your goals have been achieved? What measurable KPIs will you have accomplished to know that your PR plan has been successfully completed? (If you're not sure which KPIs to track, check out our guide on PR measurement)

Attainable: Given time constraints, available resources, and budget, is your goal actually attainable? If not, how can you scale back the goal to something that you're able to realistically accomplish?

Relevant: Will the goals of your PR plan help you get closer to the overarching goal of the organization? Is the work you're doing aligned with the vision of the company?

Time-bound: Does your PR plan have a specific end date? Will you have benchmark check-ins and evaluations to ensure that all team members are working towards the right goals?

Given the SMART framework, what is your PR plan's goal in 1-2 sentences:

What tangible, practical
PR tactics will you implement to work toward this goal, and who will be responsible for them?

Tactic 1:
Tactic 2:
Tactic 3:
Tactic 4:

When will your PR plan be finalized? When will you know you've been successful, and how frequently will you and your team evaluate success and analyze relevant metrics?

Template 2: The social media strategy plan

For teams that need a strategic PR plan to bring the company into the digital age, with an emphasis on social media adaption and writing social media press releases.

Current social media channels:

Channel 1:
Channel 2:
Channel 3:
Channel 4:

Links to the most successful social media posts across the platforms:

Post 1:
Post 2:
Post 3:

Significant insights based on the types of successful posts (what topics, how many interactions do each post get, what generates conversation)?

Insight 1:
Insight 2:
Insight 3:

Who is your target audience? How does your social media presence engage them? In what ways might your current social media strategy be alienating your target market?

Potential social media accounts to be created based on your target audience:

Channel 1:
Channel 2:
Channel 3:
Channel 4:

Do an earnest, objective analysis of current social media platforms. What does your social media presence say about your brand? What core messages are you inadvertently giving off with your posts, branding, and message?

List three actionable tasks you can do to improve your social media presence and public perception:

Task 1:
Task 2:
Task 3:

What key metrics will you focus on to determine if your marketing plan is working?

Metric 1:
Metric 2:
Metric 3:

Template 3: The crisis comms plan

Sh*t happens. This risk management plan template will help you prepare for an inevitable PR crisis, negative coverage, or other not-so-good thing. Planning ahead of time and having a solid media plan in place will prevent you from a stressful, chaotic, and unproductive scramble should the worst happen.

Who is the point person (or point people) for navigating a crisis? This should be the person with the credentials and authority to deliver key messages in the face of a marketing challenge.

Representative 1:
Representative 2:
Representative 3:

What is your crisis correspondence action plan? How will you contact key stakeholders? Will you use email newsletters, press releases, social media posts, or the media?

Who are your relevant media contacts in the event of a crisis?

Media contact #1:
Media contact #2:
Media contact #3:

Who is responsible for drafting key messaging to address the crisis, and who will be required to approve the messaging before any corporate response is distributed?

Responsible for drafting a response:
Approval required by:

Template 4: Outreach plan

This is a general planning template for sharing your company's news, promotions, product announcements, and other key information you want to get out to the public.

What is your PR plan's primary objective:

Who is the primary audience?
(Current customers, prospective customers, stakeholders, community members?)

What five key outlets do you want to target to start your campaign (news media outlets, social media influencers, industry publications)? Who will be responsible for building relationships with the people at these publications?

Outlet 1:
Outlet 2:
Outlet 3:
Outlet 4:
Outlet 5:

(Add more as you have the availability and resources, but avoid falling into the trap of spray-and-pay media database spamming and instead focus on targeted email pitches.)

Who will be responsible for the social media campaigns that share your news with your target market?

How will you know this has been a successful PR campaign?

Why use a PR plan template: 4 benefits

"Why even use a template, anyway?" the chorus cries in unison.

Well, here are four solid reasons why a template might help you achieve your lofty business goals.

Benefit 1: They get you started

A template can get you started and help you overcome the dreaded blank page anxiety. You shouldn't rely on each template as is, as your needs are unique to your industry, resources, and limitations. But a PR template can get you at least part of the way there.

Benefit 2: Save time

As with most things in life, you would likely benefit from crafting your own plan from scratch with absolutely zero outside influence. But that takes time, and who has time these days?

Benefit 3: Save effort

A template can cut out some of the leg work and get you on your way to the important part: building the action plan that matches your specific needs.

Benefit 4: Provide helpful direction

Particularly for those who are new to public relations, an outline can give you the confidence to know you are on the right track.

How to improve your PR plans: Our 4 top tips

[browser]

Tip 1: Use Prezly

Having a great plan is a good first step, but using the right tools can be a huge game changer for your PR and marketing efforts.

PR software like Prezly helps you save time and energy by providing many of the tools you need for a stellar PR campaign.

These tools include:

Pretty much everything you need to implement awesome PR strategies.

Try Prezly for free today

Tip 2: Plan with your audience in mind

Your audience should always be at the forefront of your planning strategy. Whether you're reaching out to journalists, influencers, current customers, or prospective clients, consider how they'll receive the message (not just how it benefits your brand).

For example, say you send out a campaign email blast, and then immediately post the exact same message on social media, on your website, and in another email blast for good measure.

Will the redundancy irritate your customer base? Will they unsubscribe because they are tired of hearing about whatever you're communicating?

Or think about journalists. If you plan on sending your email pitch with a generic, soulless plug to a thousand semi-relevant media contacts.

Will they actually want to work with you? Are you showing how you'll benefit their readers, or are you spamming self-promotion?

A tool like Prezly helps you send personalized pitches to targeted contact segments.
Send your next pitch free with Prezly

Tip 3: Constantly re-evaluate the plan

A good PR plan is not a set-it-and-forget-it kind of thing. You'll need to constantly evaluate and re-evaluate your progress and adjust course as needed.

Just because something seemed like a good idea at the beginning of a campaign doesn't necessarily mean it will be halfway through.

Having team meetings and assessing the efficacy of your plan action items can help you from steering your PR boat into a metaphorical iceberg.

Tip 4: Don't make your PR plan too long

Obviously, as a PR team, you'll be "doing PR things" until you presumable retire (or the company ceases to exist). But that doesn't mean your PR plan should run endlessly.

A good PR plan has a definitive end goal. Once the goal is accomplished, you can start preparing your next plan, campaign, or strategy.

FAQs

Frequently asked questions about PR planning and the process of creating an action plan for your team.

How to write a PR plan?

To write a PR plan, first identify your specific goals, resources, and timeframe. Your plan should outline who on your team is responsible for what tasks, benchmarks for success, and metrics to be aware of throughout the process.

What is a good PR plan?

A good plan is the needs of your team as well as the goals of your agency. It's also actionable and clarifies who is responsible for what along the way. It also determines how you’ll know if your campaign has been successful based on identified metrics.

What are the 4 steps of the PR planning process?

While all professionals write their PR plans differently, four reliable steps to PR planning include:

Step 1. Do your research

Step 2. Set your goals

Step 3. Delegate your action plan responsibilities

Step 4. Review for success

If your action plan is missing any of these crucial steps, you may want to reevaluate and ensure that all four steps are being addressed.

Final thoughts

You're on your way to creating awesome, strategic PR plans for your brand! Make your life even easier by using the best tool for the job – Prezly.

Prezly is your PR sidekick and will help you execute all of these PR plan action items and more, including creating press releases, sending pitches, tracking coverage, and building lasting relationships with journalists and stakeholders.

Try our 14-day, no credit card required free trial to see if Prezly is a good fit for you!

Put your PR plan in motion with Prezly's all-in-one software

  • Contact management
  • Newsroom publishing
  • Personalized pitching
  • Media monitoring and more

Try it for yourself with a zero-obligation free trial.

Join 500+ PR teams already loving Prezly

Take the stress out of contact management and distribution with a dedicated outreach CRM that your whole team can use.

Made with