SMART marketing strategy for social enterprises and charities

Build your own marketing strategy that is ambitious and achievable for organisations that can’t afford to waste time or money.


This workshop will walk participants through the steps to create their own custom marketing strategies. They will leave with a process to follow that is both ambitious and achievable with steps included on how to implement and maintain the strategy.

By using SMART (specific, measurable, attainable, relevant, timebound) target setting and planning, attendees will be able to create plans that are tailored to fit perfectly with the aims and capabilities of their organisation.

Who should attend this course

The workshop is designed to give founders, managers and marketing roles with limited resources a tangible direction to take that doesn’t waste time and effort. The learning could be applied by a one-person band or a larger business looking to focus its marketing resources into something more structured and impactful.

What you’ll learn

1. The role of marketing

  • The role of marketing in your business
  • The marketing funnel
  • Examples of marketing activities
  • Relationship and differences between sales and marketing
  • Common mistakes and pitfalls

2. Target setting

  • Supporting your organisation’s fundamental target
  • SMART objectives
  • Granular marketing targets and KPIs

3. Audience profile

  • What is important to know
  • How this influences your marketing activity
  • Other stakeholders you should target

4. Your business profile

  • About your brand
  • Your value to the audience
  • Your place in their world

5. Marketing activities

  • Be the company your audience needs
  • Choose where your audience will discover you
  • Deciding on what to create
  • Prioritising based on relevance, costs and relationship to targets

6. Make ideas do more

  • Reach more people
  • Get more engagement
  • Strengthen your brand

7. Manage and measure

  • KPIs to track
  • Performance reviews
  • Structure to keep on top of strategy
  • Adapting and reviewing targets

Date and Timings

The course takes place over two mornings: Wednesday 20th and Thursday 21st September from 9.30am – 12.30pm on both days.


All our learning will be taking place in live online sessions until further notice. Joining details will be emailed to you in the run up to the workshop.

About the facilitator

Charlie Wright’s career is deeply embedded in the social enterprise movement. Charlie started his own social enterprise brand Hopeful Traders when he was twenty four and has since supported hundreds of social enterprises through marketing and community roles with School for Social Entrepreneurs and Supply Change. His work has gained the attention of VICE, The Independent and The Big Issue and helped social enterprises collaborate with the likes of Natwest, Social Value UK, Kier, Hogan Lovells, Clarion Housing and Deloitte. Working in social enterprise support organisations has allowed Charlie to get to know and work with a wide range of social enterprises. He’s supported many one-person organisations just starting out and established names making waves in the wider economy. Currently, Charlie splits his time between growing the ambitious social procurement work of Supply Change and freelance projects helping other social enterprises establish themselves on the economic stage. If you want to speak to Charlie about support for your organisation drop him an email on [email protected] or


For this one day workshop plus all course materials you pay:

Organisational turnover £1m + £169
Organisational turnover £500,000 – £1m £149
Organisational turnover £100,000 – £499,999 £129
Organisational turnover £50,000 – £99,999 £109

Organisational turnover less than £50,000

or individuals unattached to an organisation


Book now:

Book your place immediately with a credit or debit card via our website using Stripe, our payment processor. We’ll send you a booking confirmation right away (check your spam too).

Please only request an invoice if absolutely necessary and if it is for an amount over £100.

Please note our terms and conditions: we can offer a full refund provided you give us at least 7 days’ notice (within 7 days you can substitute the participant for someone else).  

Book now