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Marketing Plan Outline

I. Executive Summary

A high-level summary of the marketing plan.



II. The Challenge

Brief description of product to be marketed and associated goals, such as sales
figures and strategic goals.



III. Situation Analysis

Company Analysis

      Goals
      Focus
      Culture
      Strengths
      Weaknesses
      Market share

Customer Analysis

      Number
      Type
      Value drivers
      Decision process
      Concentration of customer base for particular products

Competitor Analysis

      Market position
      Strengths
      Weaknesses
      Market shares

Collaborators

      Subsidiaries, joint ventures, and distributors, etc.

Climate

Macro-environmental PEST analysis :
Political and legal environment
      Economic environment
      Social and cultural environment
      Technological environment

SWOT Analysis

A SWOT analysis of the business environment can be performed by organizing the
environmental factors as follows:

      The firm's internal attributes can be classed as strengths and weaknesses.
      The external environment presents opportunities and threats.



IV. Market Segmentation

Present a description of the market segmentation as follows:

Segment 1

      Description
      Percent of sales
      What they want
      How they use product
      Support requirements
      How to reach them
      Price sensitivity


Segment 2
 .
 .
 .


V. Alternative Marketing Strategies

List and discuss the alternatives that were considered before arriving at the
recommended strategy. Alternatives might include discontinuing a product, re-
branding, positioning as a premium or value product, etc.



VI. Selected Marketing Strategy

Discuss why the strategy was selected, then the marketing mix decisions (4 P's) of
product, price, place (distribution), and promotion.

Product
The product decisions should consider the product's advantages and how they will
be leveraged. Product decisions should include:

        Brand name
        Quality
        Scope of product line
        Warranty
        Packaging

Price

Discuss pricing strategy, expected volume, and decisions for the following pricing
variables:

        List price
        Discounts
        Bundling
        Payment terms and financing options
        Leasing options

Distribution (Place)

Decision variables include:

        Distribution channels, such as direct, retail, distributors & intermediates
        Motivating the channel - for example, distributor margins
        Criteria for evaluating distributors
        Locations
        Logistics, including transportation, warehousing, and order fulfilment

Promotion

        Advertising, including how much and which media.
        Public relations
        Promotional programs
        Budget; determine break-even point for any additional spending
        Projected results of the promotional programs



VII. Short & Long-Term Projections

The selected strategy's immediate effects, expected long-term results, and any
special actions required to achieve them. This section may include forecasts of
revenues and expenses as well as the results of a break-even analysis.



VIII. Conclusion
Summarize all of the above.


Appendix

Exhibits

Calculations of market size, commissions, profit margins, break-even analyses, etc.

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Marketing plan outline

  • 1. Marketing Plan Outline I. Executive Summary A high-level summary of the marketing plan. II. The Challenge Brief description of product to be marketed and associated goals, such as sales figures and strategic goals. III. Situation Analysis Company Analysis Goals Focus Culture Strengths Weaknesses Market share Customer Analysis Number Type Value drivers Decision process Concentration of customer base for particular products Competitor Analysis Market position Strengths Weaknesses Market shares Collaborators Subsidiaries, joint ventures, and distributors, etc. Climate Macro-environmental PEST analysis :
  • 2. Political and legal environment Economic environment Social and cultural environment Technological environment SWOT Analysis A SWOT analysis of the business environment can be performed by organizing the environmental factors as follows: The firm's internal attributes can be classed as strengths and weaknesses. The external environment presents opportunities and threats. IV. Market Segmentation Present a description of the market segmentation as follows: Segment 1 Description Percent of sales What they want How they use product Support requirements How to reach them Price sensitivity Segment 2 . . . V. Alternative Marketing Strategies List and discuss the alternatives that were considered before arriving at the recommended strategy. Alternatives might include discontinuing a product, re- branding, positioning as a premium or value product, etc. VI. Selected Marketing Strategy Discuss why the strategy was selected, then the marketing mix decisions (4 P's) of product, price, place (distribution), and promotion. Product
  • 3. The product decisions should consider the product's advantages and how they will be leveraged. Product decisions should include: Brand name Quality Scope of product line Warranty Packaging Price Discuss pricing strategy, expected volume, and decisions for the following pricing variables: List price Discounts Bundling Payment terms and financing options Leasing options Distribution (Place) Decision variables include: Distribution channels, such as direct, retail, distributors & intermediates Motivating the channel - for example, distributor margins Criteria for evaluating distributors Locations Logistics, including transportation, warehousing, and order fulfilment Promotion Advertising, including how much and which media. Public relations Promotional programs Budget; determine break-even point for any additional spending Projected results of the promotional programs VII. Short & Long-Term Projections The selected strategy's immediate effects, expected long-term results, and any special actions required to achieve them. This section may include forecasts of revenues and expenses as well as the results of a break-even analysis. VIII. Conclusion
  • 4. Summarize all of the above. Appendix Exhibits Calculations of market size, commissions, profit margins, break-even analyses, etc.