SOSTAC® Certified Planner

Course Overview

SOSTAC® Certified planner

By the end of this course you will be confident about writing a great plan, be able to improve other plans, and develop your own strategy (the weakest part of most plans). Use PR Smith’s SOSTAC® logical structure to reduce risk, make better decisions and boost business results. Write the perfect plan. Become a SOSTAC® Certified Planner.

We are delivering this programme via a 2 day online interactive Masterclasses facilitated by our expert subject tutor Sali Midjek-Conway and each course is introduced by PR Smith himself.  

The course includes the Advanced SOSTAC® manual to assist with your studies.

Assessment is via a 1-hour online multiple-choice exam.

Successful delegates will receive a SOSTAC® Certified Planner Digital Badge and Certificate.

This training programme will take you through the six-step process required to get better results from your planning process. 

  • Situation Analysis – Where are we now, and what’s going on around us? 
  • Objectives – What are we aiming to do in line with corporate goals and objectives? 
  • Strategy – How might we get there? Which options are open to us based on our research and market knowledge? 
  • Tactics – How might we deliver our strategy? What is the best marketing or communications mix for us to use? 
  • Action – How can these tactics be implemented to the best effect bearing in mind the resources available? 
  • Control – What and when do we measure in line with our SMART objectives? How do we know that we are succeeding? 

Unit 1

Aims of the module

Course and delegate introductions

Introduction to PR Smith’s SOSTAC® Planning Framework

Situation Analysis & Objectives

Module structure

Situation analysis: Customer analysis; competitor analysis; company analysis: trend analysis.

Objectives: Mission; Vision; KPIs

Unit 2

Aims of the module

Strategy – Part 1

SOSTAC® provides an easy-to-follow structure making it effective to integrate into your marketing plan.

Module structure

Strategy: Types of strategy; Strategic matrices: Ansoff; Boston; GE market attractiveness; single product strategies; strategic error; Components of marketing strategy.

Unit 3

Aims of the module

Strategy  – Part 2

SOSTAC® provides a simple structure to remember and explain to others to ensure maximum engagement.

Module structure

Sample strategy excerpts; Strategy template; questions your manager or board might ask you about your strategy.

Unit 4

Aims of the module


Module structure

Choosing the right combination of marketing mix to achieve marketing objectives; Scheduling messaging and media for targeted audiences.

Unit 5

Aims of the module

Action & Control

+ Review/Summary + Exam Preparation

Module structure

Measuring success against objectives.

How to ensure excellent execution of the Tactics. Internal Marketing.


Online Executive Masterclasses: £500+VAT | (includes one free test re-sit if required) | No VAT is applicable to delegates outside the UK | (20% discount for existing nesma alumni) | In-house workshops onsite also available | Please enquire with




2 days, 9am - 4pm


  • Virtual

Next Start Date

Wednesday 19 and 26 June | 9 am - 4 pm / Wednesday 25 September and 2 October | 9 am - 4 pm / 20 and 27 November | 9 am - 4 pm
Contact Client Support for more details.

Assessment Method

1-hour multiple choice online exam  (x 30 questions) with case study the assessment is open book (bring your notes and manual)

Entry Requirements

Applicants must either be a SOSTAC® Associate (having passed the online assessment) or have at least 5 years of managerial experience.

Course Dates

This is taught as a 2-day masterclass running on 9 am – 4 pm / Wednesday 19 and 26 June | 9 am – 4 pm / Wednesday 25 September and 2 October | 9 am – 4 pm / 20 and 27 November | 9 am – 4 pm pm; for more information, please email or book HERE now.

Learning Options

This is taught as a 2-day masterclass running on Wednesday, 24 April, and Wednesday, 1 May, 9 am – 4 pm; for more information, please email or book HERE now.


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