Marketing Plan Development Templates
Why prepare one?
A marketing plan helps you establish, direct and coordinate your marketing efforts. Preparing a marketing plan forces you to assess what's going on in your marketplace and how it affects your business. It also provides a benchmark for later measurement. Often, simply embarking on the process of preparing a marketing plan guides you in developing a successful marketing strategy.
Who reads it?
Just as a road map guides you on a journey, a marketing plan guides you and your staff to reach your goals; it keeps you from getting off- course. Representatives from organizations that plan to lend you money or invest in your business require a business plan–and your marketing plan is a critical component of that business plan.
What is it?
A marketing plan contains information about your company and its products, marketing objectives and strategies, as well as how you will measure the success of your marketing activities.
It describes all the marketing activities you'll perform during a specified time period (usually one year). You'll also include any background information and research results you used to select those marketing activities. Finally, you'll document the costs associated with your planned marketing activities as well as the measurements you'll use to determine success.
Most often, a marketing plan is a component of a business plan. A business plan basically states how you plan to run your company–what your goals are, how much money it will take to achieve your goals and what activities you'll perform to achieve your goals. Marketing, obviously, is one of those activities. Marketing plans sometimes stand alone but should always support and be closely linked to a company's business objectives.
You need to have a thorough understanding of the following points to develop a marketing plan:
- your products or services and their features and benefits
- the problem, need or desire your product or service solves or meets for your customer
- your target market and its characteristics and buying habits
- current and potential competing products or services
When should I prepare one?
Ideally, you will develop your first marketing plan at the same time you develop the business plan that will launch your business. If you're already in business without a written marketing plan, however, develop one now with your goals for the next 12 months in mind.
Update your plan on a regular basis. Last year's strategy may not work given this year's market conditions. Prepare reminders to review and update your marketing plan about every quarter, but at least annually.
The templates below provide all you need to build creative and comprehensive marketing plans.
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Marketing Templates |
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Marketing Plan Document - REV08 |
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Marketing Budget Development Model - REV10 |
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Marketing Plan Presentation - REV09 |
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Guidelines and Tactical Plan For Trade Show Success - TS01 |
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Trade Show Expense Budget Development Model - TS02 |
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Sales Forecast Model I - REV02 |
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Sales Forecast Model II - REV03 |
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Product Requirements Definition - REV04 |
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Product Design Document - REV05 |
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Functional Specifications Requirement - REV06 |
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Product Launch Sequence - REV07 |
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Sales Plan Builder Tool I - REV01 |
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Sales Plan Builder Tool II - REV11 |
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Download Additional Amazing Marketing & Competitive Analysis Tools
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| Marketing Templates | File Description |
| Marketing Campaign Workbook | Step-by-step action plan on the specific tactics of executing a marketing, branding, public relations campaign (Word Document) |
| Product Marketing Campaign Presentation | Presentation template with the step-by-step details on executing the marketing launch campaign for a product (PowerPoint Document) |
| Category Management Process | Details the steps and activities involved in developing and executing a category management process for a product or service (PowerPoint Document) |
| Developing Collateral Materials | A guide to how to develop effective marketing collateral materials (Word Document). In addition, visit our collateral development tools page for additional helpful aids. |
| Developing A Marketing Communications Plan | Need to get the word out about your product or company? This guide will help you develop an effective marketing communications plan (Word Document) |
| Marketing Planning Kick-Off | Ready to determine and set your marketing plan, strategies, and priorities? This presentation will get the team focused on to get the job done (PowerPoint Document) |
| Branding And Customer Segmentation | A tool to help you effectively handle branding and customer segmentation methods and issues (PowerPoint Document) |
| Strategic Marketing Plan | Blue print with step-by-step sections and line items description. Just fill in the blanks to develop a creative and effective strategic marketing plan (Word Document) |
| Marketing Crash Course | Can't seem to get off the ground with your marketing efforts? This crash course will give you the ideas to revup your engine! (PowerPoint Document) |
| Marketing Plan (Ver 2) | Another marketing plan template ,in addition to the one referenced above, to give you more choice and flexibility (Word Document) |
| Competitive Analysis Templates | Description |
| Competitive and Value Chain Analysis Workbook | A powerful Excel spreadsheet workbook with tabs providing models to undertake both competitive and value chain analysis. Even though it is for annual subscribers only, please click here to see the workbook in protected form. |
| How To Gather Competitive Analysis Information | Provides the steps and potential sources to use to gather the information necessary for a good competitive analysis exercise (PowerPoint) |
| Starbucks Competitive Analysis Example | A sample competitive analysis study using Starbucks as the company being studied (PowerPoint) |
Additional Marketing Course





