GROUP NAME_____________________________________________________________

 

 

1)  EXECUTIVE SUMMARY (synopsis of entire plan)                                                            ______ of 20

• Clear, concise overview of the opportunity                                                         

 

2)  ENVIRONMENTAL ANALYSIS (current situation relative to marketplace)           ______ of 10

·         Market size, potential, trends

·         Customer profile, market segments, need

·         Competitive and (positioning, pricing, market share)

·         Other environmental factors impacting the market (regulatory, political, economic, etc.)

 

3)  SWOT ANALYSIS            (assessment of organization)                                                     ______ of 10

• Strength and weaknesses (competitive advantages or limitations)
• Opportunities and threats (favorable conditions or barriers)

 

3)   MARKETING OBJECTIVES (what must be accomplished)                                 ______ of 15

·         Key planning assumptions – important facts and information drawn from market analysis that confirm the existence of a marketing opportunity

·         Objectives/goals

·         Strategy statement – identification of opportunity within specific market segments that achieve your objectives

 

4)   MARKETING STRATEGIES (how objectives will be accomplished)                     ______ of 15

·         Clearly defined target markets (demo, psycho, usage, etc.)

·         Product, Price, Promotion, Community, Distribution

 

5)  MARKETING IMPLEMENTATION (how strategies will be implemented)                       ______ of 10

·         Specific actions and who will perform them

·         How and when will these actions be conducted

·         Who is responsible

 

6)   EVALUATION AND CONTROL           (how results will be measured)                          ______ of 10

·         Timelines for review and assessment

·         How will you know whether you met your sales, communications, market penetration and profit objectives

 

7)   FINANCIAL EVALUATION (the numbers)                                                         ______ of 10

·         Gross sales dollars, net sales, gross margin, net profit, etc.

·         Forecast and/or budget

·         Plus any other information that can enhance your financial position or product/service profitability

 

Group Grade for Marketing Plan                                                  _____ of 100