Marketing Plan forms & checklists

What’s the hardest part of writing a marketing plan? If you’re new to this area, it can be difficult to know which part to start first. Also, how to you manage so many activities at the same time?

One way to get this under control is to use templates with sample text to walk you through the process. These also help you save time and energy formatting templates and creating a professional suite of templates for your company.

Click here to download your Marketing Plan template

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This Marketing Plan Template includes a 40 page Word template and 10 Excel spreadsheets. Use this template 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

Marketing Plan Template: Screenshots

Marketing Plan Template

Marketing Plan Template

Executive Summary

Marketing Plan Template

Situation Analysis

Marketing Plan Template

Customer Analysis

Marketing Plan Template

Market Segmentation and Market Analysis

Marketing Plan Template

Describing your Products and Services

Marketing Plan Template

Price Strategy

Marketing Plan Template

Budget Determination

Marketing Plan Template

Action Plan and Implementation

9 Free Excel Templates

Marketing Plan Template

Competitive Analysis Matrix

Marketing Plan Template

Demographic Profile

Marketing Plan Template

Marketing Budget

Marketing Plan Template

Sales Forecast

Marketing Plan: 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

Marketing Plan: Format & Contents

The templates are in Microsoft Word and Excel and can be downloaded online for only $9.95.

The template pack includes the following documents:

Marketing Plan 40 page template Download Word template
Marketing Plan (Sunflowers cover) 40 page template Download Word template
Competitive Analysis 1 x worksheet Download Excel template
Costs 1 x worksheet Download Excel template
Demographic Profile 1 x worksheet Download Excel template
Market Research 1 x worksheet Download Excel template
Market Profile 1 x worksheet Download Excel template
Sales Forecast by Market Segment 1 x worksheet Download Excel template
Sales Forecast by Product 1 x worksheet Download Excel template
Sales Forecast by Region 1 x worksheet Download Excel template
Sales Forecast by Unit 1 x worksheet Download Excel template

Download Now for only $9.95

Download Template

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Ivan Walsh, Internet Business ExpertAbout Ivan Walsh Got a question about running an online business? Contact me on Google Plus, @IvanWalsh, and Facebook

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