Use these Marketing Plan Templates (5 x MS Word templates and 10 Excel spreadsheets) to summarize the Who, What, Where, When, and How questions of marketing and sales activities for the planning year. Use this Marketing Plan Template to:

• Analyze your competitors in order to position your product or service
• Develop your product so that it meet customers’ needs
• Ensure pricing matches customers’ expectations and spending habits
• Define the promotion, advertising and PR you’ll adopt
• Identify specific marketing events or actions that will increase sales
• Deliver a cohesive plan that becomes your blueprint to marketing success

Table of Contents

1 Executive Summary

1.1 Company Description
1.2 Strategic Focus
1.3 Goals
1.4 Current Situation
1.5 Competitive Advantage

2 Situation Analysis
2.1 Market Research
2.1.1 Research Findings
2.1.2 Growth Projections
2.2 Competitor Analysis
2.2.1 Competitor #1
2.2.2 Competitor #2
2.2.3 Competitor #3
2.2.4 Competitor Matrix
2.3 Customer Analysis
2.4 Environment Analysis
2.5 Industry Analysis
2.6 Market Definition and Segmentation
2.7 Market Analysis
2.8 Target Market
2.9 Target Market Strategies
2.10 SWOT Analysis
2.10.1 Identifying Internal Strengths And Weaknesses
2.10.2 Identifying Opportunities and Threats

3 Products and Services
3.1 Description of Products/Services
3.2 Comparison
3.3 Products/Service Features
3.4 Other Considerations

4 Market Strategy
4.1 Image
4.2 Positioning
4.3 Promotion Strategy
4.4 Price Strategy
4.5 Price Comparison
4.6 Customer Service
4.6.1 Retaining Customers
4.6.2 Customer Complaint Handling

5 Sales Forecast
5.1 Sales Forecast By Product
5.2 Sales Forecast By Type
5.3 Sales Forecast By Market
5.4 Sales Forecast By Location

6 Budget Determination
6.1 Budget By Type
6.2 Budget By Month
6.3 Budget by Team Members

7 Marketing Organizations
7.1 Organization Chart
7.2 Roles & Responsibilities

8 Action Plan and Implementation
8.1 Schedule
8.2 Action Items
8.3 Implications for staff involvement

9 Communication Plan
9.1 Sales Material
9.2 External Communications
9.3 Distribution Groups

10 Tracking, Evaluation & Control
10.1 Tracking
10.2 Evaluation
10.3 Control

Product Specifications

The template pack includes the following documents:

MS Word

• Marketing Plan (Blue Cover + MS Word 97-2003 file) 2 x 40 page template
• Marketing Plan (Color Pencils, Berlin, Hip Themes) 3 x 40 page template

MS Excel

• Competitive Analysis 1 x worksheet
• Costs 1 x worksheet
• Demographic Profile 1 x worksheet
• Market Research 1 x worksheet
• Market Profile 1 x worksheet
• Sales Forecast by Market Segment 1 x worksheet
• Sales Forecast by Product 1 x worksheet
• Sales Forecast by Region 1 x worksheet
• Sales Forecast by Unit 1 x worksheet