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MARKETING ARTICLE:

Marketing Plan Worksheet

This marketing plan worksheet covers marketing analysis, product or service analysis, and marketing strategies. It accompanies the article that discusses developing a marketing plan.

Source: Managing a Small Business

 

This is the marketing plan of _____________________________________

 

I. MARKET ANALYSIS

A. Target Market - Who are the customers?

1. We will be selling primarily to (check all that apply):

Percent of Business

a. Private sector ________

b. Wholesalers ________

c. Retailers ________

d. Government _______

e. Other ________

2. We will be targeting customers by:

a. Product line/services. We will target specific lines ___________________

b. Geographic area? Which areas? ___________________

c. Sales? We will target sales of ___________________

d. Industry? Our target industry is ___________________

e. Other? ___________________

3. How much will our selected market spend on our type of product or service this coming year?

________________________________________________________________

________________________________________________________________

________________________________________________________________

B. Competition

1. Who are our competitors?

Name ___________________________________________

Address _________________________________________

Years in Business ___________________

Market Share ___________________

Price/Strategy ___________________

Product/Service ___________________

Features ___________________

Name ________________________________________

Address ______________________________________

Years in Business ____________________

Market Share ____________________

Price/Strategy ____________________

Product/Service ___________________

Features ___________________

2. How competitive is the market?

High ____________________

Medium __________________

Low ____________________

3. List below your strengths and weaknesses compared to your competition (consider such areas as location, size of resources, reputation, services, personnel, etc.):

Strengths                   Weaknesses

1.________________________ 1._______________________

2.________________________ 2._______________________

3.________________________ 3._______________________

4.________________________ 4._______________________

C. Environment

1. The following are some important economic factors that will affect our product or service (such as country growth, industry health, economic trends, taxes, rising energy prices, etc.):

________________________________________________________________

________________________________________________________________

________________________________________________________________

2. The following are some important legal factors that will affect our market:

________________________________________________________________

________________________________________________________________

________________________________________________________________

3. The following are some important government factors:

________________________________________________________________

________________________________________________________________

________________________________________________________________

4. The following are other environmental factors that will affect our market, but over which we have no control:

________________________________________________________________

________________________________________________________________

________________________________________________________________

II. PRODUCT OR SERVICE ANALYSIS

A. Description

1. Describe here what the product/service is and what it does:

________________________________________________________________

________________________________________________________________

________________________________________________________________

B. Comparison

1. What advantages does our product/service have over those of the competition (consider such things as unique features, patents, expertise, special training, etc.)?

________________________________________________________________

________________________________________________________________

________________________________________________________________

2. What disadvantages does it have?

________________________________________________________________

________________________________________________________________

________________________________________________________________

C. Some Considerations

1. Where will you get your materials and supplies? ________________________________________________________________

2. List other considerations:

________________________________________________________________

________________________________________________________________

III. MARKETING STRATEGIES - MARKET MIX

A. Image

1. First, what kind of image do we want to have (such as cheap but good, or exclusiveness, or customer-oriented or highest quality, or convenience, or speed, or ...)?

________________________________________________________________

B. Features

1. List the features we will emphasize:

a. ______________________________________________________

b. ______________________________________________________

c. ______________________________________________________

C. Pricing

1. We will be using the following pricing strategy:

a. Markup on cost ____ What % Markup? ______

b. Suggested price ____

c. Competitive ____

d. Below competition ____

e. Premium price ____

f. Other ____

2. Are our prices in line with our image?

YES ___ NO ___

3. Do our prices cover costs and leave a margin of profit?

YES ___ NO ___

D. Customer Services

1. List the customer services we provide:

a. ____________________________________________

b. ____________________________________________

c. ____________________________________________

2. These are our sales/credit terms:

a. _____________________________________________

b. _____________________________________________

c. _____________________________________________

3. The competition offers the following services:

a. ______________________________________________

b. ______________________________________________

c. ______________________________________________

E. Advertising/Promotion

1. These are the things we wish to say about the business:

________________________________________________________________

________________________________________________________________

________________________________________________________________

2. We will use the following advertising/promotion sources:

1. Television ________

2. Radio ________

3. Direct mail ________

4. Personal contacts ________

5. Trade associations ________

6. Newspaper ________

7. Magazines ________

8. Yellow Pages ________

9. Billboard ________

10. Other ___________ ________

3. The following are the reasons why we consider the media we have chosen to be the most effective:

________________________________________________________________

________________________________________________________________

________________________________________________________________

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MORE MARKETING ARTICLES

> Introduction to Marketing
> How to Develop a Marketing Concept
> Developing a Marketing Plan
> Marketing Plan Worksheet

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