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This programme has been funded with
support from the European Commission
IO3 Innovating New Products: Module 6
COURSE MODULE 6
Building a Marketing Plan
Adventure Tourism I www.adventuretourism.eu
INTRODUCTION TO THE COURSE MODULE
The role that marketing plays within a company
varies according to the overall strategy and
philosophy of each firm.
Marketing Management constitutes the analysis,
planning, implementation, and control of
programmes designed to create, build, and
maintain beneficial exchanges with target buyers for
the purpose of achieving organisational objectives.
This module will help you to understand marketing
management process and components of
marketing plan.
Adventure Tourism I www.adventuretourism.eu
Adventure Tourism I www.adventuretourism.eu
“Marketing is no longer about the stuff that you make,
but about the stories you tell.” – Seth Godin
“Marketing is really just about sharing your passion.” – Michael
Hyatt
“Listen to your customers, not your competitors.” – Joel Spolsky
“Keep your thoughts positive because your
thoughts become your words. Keep your words
positive because your words become your
behavior. Keep your behavior positive because
your behavior becomes your habits. Keep your
habits positive because your habits become
your values.”
Mahatma Gandhi
Learning Objectives
At the end of this module, you will be able to:
 Identify the essential elements of a Marketing Plan.
 Assess market opportunities by analysing customers, competitors,
collaborators, context, and the strengths and weaknesses of a company.
 Develop effective marketing strategies to achieve organisational
objectives.
 Design a strategy implementation programme to maximize its chance of
success.
 Understand how a good Marketing Plan can help you to generate sales
and to keep your customers satisfied.
Adventure Tourism I www.adventuretourism.eu
Adventure Tourism I www.adventuretourism.eu
What is Marketing Management?
Marketing management is concerned with
how you will create value for your
customers.
You have to answer to the following two
main questions:
 What is your organisation’s main activity
at a particular time? – Customer Value
 What are its primary goals and how will
these be achieved? – how will this value
be delivered
Adventure Tourism I www.adventuretourism.eu
What is Strategic Planning?
Strategic Planning is the managerial
process of creating and maintaining a fit
between the organisation’s objectives
and resources and the evolving market
opportunities.
 Strategic Planning is also called
Strategic Management Process
 All organisations apply strategic
planning
 Strategic Planning can be formal or
informal
You can refer to Module 5 for more information.
Adventure Tourism I www.adventuretourism.eu
Business Strategic Planning Process
External environment
(Opportunity &
Threat analysis)
Internal Environment
(Strength/ Weakness analysis)
Goal
Formulation
Business Mission
Marketing Management follows the
logic of business strategic planning
process and develops it further to
develop the right products at the right
prices, to be sold through the right
channels and the right
communication.
The strategic planning process are the
steps that you go through as your
company to determine:
• the direction of your company
(Vision)
• what you're going to do and for
whom (Mission)
• how to measure it and guide your
strategy to get to where you want
to be (Goals)
Adventure Tourism I www.adventuretourism.eu
Strategy
Formulation
Environmental Analysis
Internal AnalysisCompetitor
Customer
Supplier
Regulatory
Social/ Political
Technology Know-How
Manufacturing Know-How
Marketing Know-How
Distribution Know-How
Logistics
Strength & Weaknesses
Identity Core Competencies
Opportunities & Threats
Identify Opportunity
Fit Internal Competencies with External Opportunities
Company and Marketing Strategies
Strategy formulation refers to the
process of choosing the most
appropriate course of action for
the realisation of company’s goals
and objectives and thereby
achieving the company vision.
Adventure Tourism I www.adventuretourism.eu
Business Mission
Statement &
Objectives
Marketing
Strategy
Implementation,
Evaluation and
Control
Assembling a Marketing Plan
It is a written document that acts as a guidebook of marketing activities for the marketing
manager
Situation
Analysis (SWOT)
see Marketing Plan
Template: Part 1
see Marketing Plan
Template: Part 2
see Marketing Plan
Template: Part 3, 4, 5, 6
see Marketing Plan
Template: Part 7, 8, 9, 10
Adventure Tourism I www.adventuretourism.eu
The Marketing ProcessBusiness
Mission
Statemen
t
Objectives
Situation
or SWOT
Analysis
Implementation
Evaluation, Control
Target Market
Strategy
Marketing Strategy
Product
Promotion
Place/Distribution
Price
Marketing Mix
Adventure Tourism I www.adventuretourism.eu
Examples
Objective:
Grow and diversify the destination X
tourism industry based on food,
wilderness, history and adventure tourism.
Actions (adventure tourism):
Grow and diversify the destination X tourism industry based on
food, wilderness, history and adventure tourism.
• Explore and support development of an adventure hub in destination X
• Develop international standard mountain bike facility in destination X
• Network existing operations to attract new adventure-based experiences
• Attract new adventure tourism experiences in destination X
Adventure Tourism I www.adventuretourism.eu
Marketing Planning
Relationships
MARKETING
STRATEGY
Annual
Marketing
Plan Implementation
Evaluation
Revision
Annual
Marketing
Plan
Adventure Tourism I www.adventuretourism.eu
Dimensions of the Planning Process
MARKETING
PLANNING
PROCESS
Analytical
Process
Dimension
Behavioral
Process
Dimension
Organizational
Process
Dimension
Techniques
Procedures
Systems
Planning Models
Managerial
perceptions
Participation
Strategic
assumptions
Structure
Information
Culture
Process
Consistency
Adventure Tourism I www.adventuretourism.eu
The Two Planning Flows
The Executive Summary “sells” the marketing plan to
readers through its clarity and brevity. The summary
should present a description of the product/service,
its target market, and its need within the market.
The summary should also provide an overview of the
main points of the plan and should emphasize an
action orientation.
Part 1
Adventure Tourism I www.adventuretourism.eu
“The aim of marketing is to know and
understand the customer so well the product
or service fits him and sells itself.”
Peter Drucker
Executive Summary
In this part, you must convince the reader that a
market exists for your product or service.
The essence of the situation analysis is taking stock
of where the firm or product has been recently,
where it is now, and where it is headed. The
situation analysis is the first of three steps in the
planning stage.
Part 2
Adventure Tourism I www.adventuretourism.eu
“Change is not a destination, just as hope is not
a strategy.”
Rudy Giuliani
Situation Analysis
See Marketing Plan Template for details
Appendix 1 Market Research
Appendix 2 Competitive Analysis
Appendix 3 Demographic Profile
Factors Influencing Company’s Marketing Strategy
External
Marketing
Environment
Demographics
Social
Change
Economic
Conditions
Political &
Legal Factors
Technology
Competition
Environmental
Scanning
Target Market
Product
Distribution
Promotion
Price
External Environment
is not controllable Ever-Changing
Marketplace
Physical / Natural
In this part, provide a more detailed description of
the products and/or services you want to sell. As the
reader may not be familiar with your
product/service, be sure to explain and describe it
carefully. Describe the product or service in terms
the reader will understand.
Generate some excitement about your
product/service without resorting to hype. Keep to
the facts. When readers have finished this chapter,
they should be primed to read the marketing and
financial details of your venture.
Part 3
Adventure Tourism I www.adventuretourism.eu
“Make every detail perfect and limit the
number details to perfect.”
Jack Dorsey, Square
Products and Services
See Marketing Plan Template for details
Product is …. anything that is offered to the
market for attention, acquisition, use or
consumption that satisfies a want or a need.
Adventure Tourism I www.adventuretourism.eu
Product and Services (1)
There are many types of ‘niche’ products and services that fall within the Adventure
Tourism category from:
Getting Wet Getting High
Surfing
Canoeing, touring, rental and
expedition services
Kite surfing
Wakeboarding
Scateboarding
Flying
Gliding
Paragliding
Ballooning
Rock climbing
White-water rafting
Caving
Water-skiing
Diving
Windsurfing
Kayaking
High rope
Micro lighting
Zorbing
Adventure Tourism I www.adventuretourism.eu
Product and Services (2)
Getting Faster
Archery
Karting
Mountain biking and expeditions
Paintballing
Land boarding
Rallying
Adventure Tourism I www.adventuretourism.eu
Product and Services (3)
ACTIVITY TYPE SOFT ACTIVITY TYPE HARD ACTIVITY TYPE OTHER
Archeological expedition Caving Attending local festival/fairs
Backpacking Climbing (mountain/rock/ice) Cruise
Birdwatching Trekking Cultural activities
Camping Getting to know the locals
Canoening Learning a new language
Eco-tourism Walking tours
Educational programmes Visiting friends/family
Environmentally sustainable activities Visiting historical sites
Fishing / fly-fishing
The table below indicates activities and their adventure and their adventure classification, according to the ATTA.
ATTA – Adventure Travel Trade Association, https://www.adventuretravel.biz/
Adventure Tourism I www.adventuretourism.eu
Product and Services (4)
ACTIVITY TYPE SOFT
Hiking Rafting Snorkeling
Horseback riding Research expeditions Skiing/snowboarding
Hunting Safaris Surfing
Kayaking/sea/whitewater Sailing Volunteer Tourism
Orienteering Scuba Diving
Adventure Tourism I www.adventuretourism.eu
Product and Services (5)
When you develop your product or service in adventure tourism you have to take into
account that there are many requirements you have to comply with:
REQUIREMENT SHORT DESCRIPTION
Protection
Some adventure activities are, by their nature, dangerous and can cause injury, and even
loss of life, to persons and damage to property. Any company providing access to such
activities must protect themselves against claims for loss or damage caused to persons who
partake in the activities provided by the company.
Training
The owners and staff should be properly trained and equipped to provide supervision and
guidance to participants in the activities, ensuring that equipment is in excellent condition at
all times.
Legal Requirements
Before launching any adventure activity, find out what specific legal requirements pertaining
to the sport or activity being pursued, must be complied with.
Adventure Tourism I www.adventuretourism.eu
Product and Services (6)
REQUIREM
ENT
SHORT DESCRIPTION
Insurance
Consult a reputable insurer or broker on the
exposure to risk and, in particular, ensure
that adequate public liability is in place.
Land use
zoning
Become familiar with all laws applicable to
locating an office; licensing and registration;
road transportation permits; public driving
permits; regulations and by-laws.
Adventure Tourism I www.adventuretourism.eu
You might consider to offer a product line instead of a
single product …
PRODUCT ITEM
A specific version of a product
that can be designated as a
distinct offering among a
company’s products.
PRODUCT LINE
A group of closely-related
product items.
PRODUCT MIX
All products that a company
sells.
Visit https://liquidspark.com/
or you might implement
Integrated Service Management …
► Product elements
► Place, cyberspace, and time
► Process
► Productivity and quality
► People
► Promotion and education
► Physical evidence
► Price and other user outlays
After defining your industry, product, customers, and
the competition, you should have presented a clear
picture of your company. The next step is to outline
your marketing strategy.
This is a series of objectives to meet marketing
objectives and goals as reflected in the Executive
Summary. Ideally you should be able to identify one
primary objective and two secondary (all
measurable).
Part 4
Adventure Tourism I www.adventuretourism.eu
“The role of leadership is to transform the
complex situation into small pieces and
prioritize them.”
Carlos Ghosn
Market Strategy
See Marketing Plan Template for details
“The purpose of a company is to create a
customer…The only profit center is the
customer.”
Peter Drucker
Adventure Tourism I www.adventuretourism.eu
The Give and Get of Marketing Strategy
THE CUSTOMER GIVES
THE COMPANY GETS
THE COMPANY GIVES
THE CUSTOMER GETS
Money Product
Time Price
Energy Value
Commitment Convenience
Referrals Selection
Past experience Service
Expectations Warranty
Knowledge Brand
Adventure Tourism I www.adventuretourism.eu
Stages of Customer Interaction
PRE-PURCHASE STAGE
PURCHASE-INTERACTION
STAGE
POST-PURCHASE STAGE
• Create awareness
• Create interest
• Communicate
information
• Communicate image
• Gather information
• Evaluate alternatives
• Interaction with company
systems
• Point-of-sale service
• Exposure to sales setting
• Exposure to employees
• Access and convenience
• Variety and terms of sale
• Product-in-use situation
• Feedback from others
• Post-purchase service
• Warranties
• Returns policies
• Customer-service centres
Adventure Tourism I www.adventuretourism.eu
Pricing
• How much can you charge?
• Will your products be bundled?
• Will you be offering discounts, leasing,
financing, coupons, etc.?
• Avoid competing on price—for most, it’s
not a winning strategy.
See Appendix 7 Costs
Adventure Tourism I www.adventuretourism.eu
Placement: Getting It to the Customer
• Direct to your customer
• Online
• Own physical location
• Indirect to your customer
• Through retailers
• Through wholesalers
Adventure Tourism I www.adventuretourism.eu
Promotion: Getting Their Attention
• Common Tools
• Advertising (print, broadcast, online)
• Direct mail
• Email/website
• Social networking
• Trade shows/events
• Cold calling/telemarketing
• Face-to-face
• Public relations
See Appendix 4, Appendix 5, and
Appendix 6
Adventure Tourism I www.adventuretourism.eu
Do you have a logo?
Now that you have described your product/service,
customers, markets, and marketing plan, it’s time to
back it up with some numbers. Use a sales forecast
spreadsheet to prepare a month-by-month
projection. The forecast should be based on your
historical sales, the marketing strategies you’ve
described, and market research, if available.
Part 5
Adventure Tourism I www.adventuretourism.eu
“The value is in what gets used, not in what
gets built.”
Kris Gale
Sales Forecast
See Marketing Plan Template for details
Appendix 8, Appendix 9, Appendix 10
and Appendix 11
The budget captures the costs applied to an
activity by assigning resources with
associated rates or fees. Resources include
equipment, material, technology, or people.
Part 6
Adventure Tourism I www.adventuretourism.eu
“Experience tells you what to do. Confidence
allows you to do it.”
Stan Smith
Budget Determination
See Marketing Plan Template for details
Appendix 12, Appendix 13, and
Appendix 14
A marketing programme needs a marketing
organisation to implement it. This section of
the marketing plan may include an
organisational chart with both current and
projected positions represented.
Part 7
Adventure Tourism I www.adventuretourism.eu
“No matter how good the team… if we’re not
solving the right problem, the project fails.”
Woody Williams
Marketing Organisation
See Marketing Plan Template for details
Tasks required to implement and monitor each
strategy are listed in this section. With each task, the
person responsible for the task and a completion
target date are indicated. Having a plan of action
with specific tasks ensures that the details are clear
and that specific persons are accountable.
Identify the promotional and communications
programmes required to meet the marketing
objectives. Separate these into sub-tasks and
allocate them to individuals with completion dates.
Include costs and indicators of achievement.
Part 8
Adventure Tourism I www.adventuretourism.eu
“The key is not to prioritize what’s on your
schedule, but to schedule your priorities.”
Stephen Covey
Action Plan and
Implementation
See Marketing Plan Template for details
The Communication Plan addresses:
 Who needs What information?
 When they will need it?
 How it will be delivered?
 Who will deliver it?
Where appropriate, describe the frequencies,
audience, media, sources, formats, locations, forms,
and types of information delivered in each form of
communication.
Part 9
Adventure Tourism I www.adventuretourism.eu
“The most important thing in communication is
hearing what isn’t said.”
Peter Drucker
Communication Plan
See Marketing Plan Template for details
The final section in the Marketing Plan is concerned
with measuring, evaluating and controlling the
success of the plan. Without these in place, it’s hard
to demonstrate that you have ‘thought through’ the
plan and have prepared contingencies and
alternative strategies if the plan does not achieve its
objectives are per the agreed upon milestones.
Part 10
Adventure Tourism I www.adventuretourism.eu
“Roadmaps are evidence of strategy. Not a list
of features.”
Steve Johnson
Tracking, Evaluation &
Control
See Marketing Plan Template for details
05
1. Target Setting
2. Critical Success Factors (CSFs) and Key Performance
Indicators (KPIs)
3. Financial Modelling
4. Business Examples & Resources
03
Web Resurces:
www.sac.ac.uk
www.headwater.com
www.itsadventuresouthwest.co.uk
www.failte-ireland.ie
https://www.adventuretravel.biz/
References:
Adventure Tourism I www.adventuretourism.eu
Additional Resources:
UNWTO Global Report on Adventure Tourism, 2014
(www.unwto.org)
www.adventuretourism.eu
Line 1 Address, Line 2 Address
Facebook link
Email address
Thank You
Any Questions?

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02 AVIP Module 6 - Building a Marketing Plan

  • 1. This programme has been funded with support from the European Commission IO3 Innovating New Products: Module 6
  • 2. COURSE MODULE 6 Building a Marketing Plan Adventure Tourism I www.adventuretourism.eu
  • 3. INTRODUCTION TO THE COURSE MODULE The role that marketing plays within a company varies according to the overall strategy and philosophy of each firm. Marketing Management constitutes the analysis, planning, implementation, and control of programmes designed to create, build, and maintain beneficial exchanges with target buyers for the purpose of achieving organisational objectives. This module will help you to understand marketing management process and components of marketing plan. Adventure Tourism I www.adventuretourism.eu
  • 4. Adventure Tourism I www.adventuretourism.eu “Marketing is no longer about the stuff that you make, but about the stories you tell.” – Seth Godin “Marketing is really just about sharing your passion.” – Michael Hyatt “Listen to your customers, not your competitors.” – Joel Spolsky
  • 5. “Keep your thoughts positive because your thoughts become your words. Keep your words positive because your words become your behavior. Keep your behavior positive because your behavior becomes your habits. Keep your habits positive because your habits become your values.” Mahatma Gandhi
  • 6. Learning Objectives At the end of this module, you will be able to:  Identify the essential elements of a Marketing Plan.  Assess market opportunities by analysing customers, competitors, collaborators, context, and the strengths and weaknesses of a company.  Develop effective marketing strategies to achieve organisational objectives.  Design a strategy implementation programme to maximize its chance of success.  Understand how a good Marketing Plan can help you to generate sales and to keep your customers satisfied. Adventure Tourism I www.adventuretourism.eu
  • 7. Adventure Tourism I www.adventuretourism.eu What is Marketing Management? Marketing management is concerned with how you will create value for your customers. You have to answer to the following two main questions:  What is your organisation’s main activity at a particular time? – Customer Value  What are its primary goals and how will these be achieved? – how will this value be delivered
  • 8. Adventure Tourism I www.adventuretourism.eu What is Strategic Planning? Strategic Planning is the managerial process of creating and maintaining a fit between the organisation’s objectives and resources and the evolving market opportunities.  Strategic Planning is also called Strategic Management Process  All organisations apply strategic planning  Strategic Planning can be formal or informal You can refer to Module 5 for more information.
  • 9. Adventure Tourism I www.adventuretourism.eu Business Strategic Planning Process External environment (Opportunity & Threat analysis) Internal Environment (Strength/ Weakness analysis) Goal Formulation Business Mission Marketing Management follows the logic of business strategic planning process and develops it further to develop the right products at the right prices, to be sold through the right channels and the right communication. The strategic planning process are the steps that you go through as your company to determine: • the direction of your company (Vision) • what you're going to do and for whom (Mission) • how to measure it and guide your strategy to get to where you want to be (Goals)
  • 10. Adventure Tourism I www.adventuretourism.eu Strategy Formulation Environmental Analysis Internal AnalysisCompetitor Customer Supplier Regulatory Social/ Political Technology Know-How Manufacturing Know-How Marketing Know-How Distribution Know-How Logistics Strength & Weaknesses Identity Core Competencies Opportunities & Threats Identify Opportunity Fit Internal Competencies with External Opportunities Company and Marketing Strategies Strategy formulation refers to the process of choosing the most appropriate course of action for the realisation of company’s goals and objectives and thereby achieving the company vision.
  • 11. Adventure Tourism I www.adventuretourism.eu Business Mission Statement & Objectives Marketing Strategy Implementation, Evaluation and Control Assembling a Marketing Plan It is a written document that acts as a guidebook of marketing activities for the marketing manager Situation Analysis (SWOT) see Marketing Plan Template: Part 1 see Marketing Plan Template: Part 2 see Marketing Plan Template: Part 3, 4, 5, 6 see Marketing Plan Template: Part 7, 8, 9, 10
  • 12. Adventure Tourism I www.adventuretourism.eu The Marketing ProcessBusiness Mission Statemen t Objectives Situation or SWOT Analysis Implementation Evaluation, Control Target Market Strategy Marketing Strategy Product Promotion Place/Distribution Price Marketing Mix
  • 13. Adventure Tourism I www.adventuretourism.eu Examples Objective: Grow and diversify the destination X tourism industry based on food, wilderness, history and adventure tourism. Actions (adventure tourism): Grow and diversify the destination X tourism industry based on food, wilderness, history and adventure tourism. • Explore and support development of an adventure hub in destination X • Develop international standard mountain bike facility in destination X • Network existing operations to attract new adventure-based experiences • Attract new adventure tourism experiences in destination X
  • 14. Adventure Tourism I www.adventuretourism.eu Marketing Planning Relationships MARKETING STRATEGY Annual Marketing Plan Implementation Evaluation Revision Annual Marketing Plan
  • 15. Adventure Tourism I www.adventuretourism.eu Dimensions of the Planning Process MARKETING PLANNING PROCESS Analytical Process Dimension Behavioral Process Dimension Organizational Process Dimension Techniques Procedures Systems Planning Models Managerial perceptions Participation Strategic assumptions Structure Information Culture Process Consistency
  • 16. Adventure Tourism I www.adventuretourism.eu The Two Planning Flows
  • 17. The Executive Summary “sells” the marketing plan to readers through its clarity and brevity. The summary should present a description of the product/service, its target market, and its need within the market. The summary should also provide an overview of the main points of the plan and should emphasize an action orientation. Part 1 Adventure Tourism I www.adventuretourism.eu “The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself.” Peter Drucker Executive Summary
  • 18. In this part, you must convince the reader that a market exists for your product or service. The essence of the situation analysis is taking stock of where the firm or product has been recently, where it is now, and where it is headed. The situation analysis is the first of three steps in the planning stage. Part 2 Adventure Tourism I www.adventuretourism.eu “Change is not a destination, just as hope is not a strategy.” Rudy Giuliani Situation Analysis See Marketing Plan Template for details Appendix 1 Market Research Appendix 2 Competitive Analysis Appendix 3 Demographic Profile
  • 19. Factors Influencing Company’s Marketing Strategy
  • 20. External Marketing Environment Demographics Social Change Economic Conditions Political & Legal Factors Technology Competition Environmental Scanning Target Market Product Distribution Promotion Price External Environment is not controllable Ever-Changing Marketplace Physical / Natural
  • 21. In this part, provide a more detailed description of the products and/or services you want to sell. As the reader may not be familiar with your product/service, be sure to explain and describe it carefully. Describe the product or service in terms the reader will understand. Generate some excitement about your product/service without resorting to hype. Keep to the facts. When readers have finished this chapter, they should be primed to read the marketing and financial details of your venture. Part 3 Adventure Tourism I www.adventuretourism.eu “Make every detail perfect and limit the number details to perfect.” Jack Dorsey, Square Products and Services See Marketing Plan Template for details Product is …. anything that is offered to the market for attention, acquisition, use or consumption that satisfies a want or a need.
  • 22. Adventure Tourism I www.adventuretourism.eu Product and Services (1) There are many types of ‘niche’ products and services that fall within the Adventure Tourism category from: Getting Wet Getting High Surfing Canoeing, touring, rental and expedition services Kite surfing Wakeboarding Scateboarding Flying Gliding Paragliding Ballooning Rock climbing White-water rafting Caving Water-skiing Diving Windsurfing Kayaking High rope Micro lighting Zorbing
  • 23. Adventure Tourism I www.adventuretourism.eu Product and Services (2) Getting Faster Archery Karting Mountain biking and expeditions Paintballing Land boarding Rallying
  • 24. Adventure Tourism I www.adventuretourism.eu Product and Services (3) ACTIVITY TYPE SOFT ACTIVITY TYPE HARD ACTIVITY TYPE OTHER Archeological expedition Caving Attending local festival/fairs Backpacking Climbing (mountain/rock/ice) Cruise Birdwatching Trekking Cultural activities Camping Getting to know the locals Canoening Learning a new language Eco-tourism Walking tours Educational programmes Visiting friends/family Environmentally sustainable activities Visiting historical sites Fishing / fly-fishing The table below indicates activities and their adventure and their adventure classification, according to the ATTA. ATTA – Adventure Travel Trade Association, https://www.adventuretravel.biz/
  • 25. Adventure Tourism I www.adventuretourism.eu Product and Services (4) ACTIVITY TYPE SOFT Hiking Rafting Snorkeling Horseback riding Research expeditions Skiing/snowboarding Hunting Safaris Surfing Kayaking/sea/whitewater Sailing Volunteer Tourism Orienteering Scuba Diving
  • 26. Adventure Tourism I www.adventuretourism.eu Product and Services (5) When you develop your product or service in adventure tourism you have to take into account that there are many requirements you have to comply with: REQUIREMENT SHORT DESCRIPTION Protection Some adventure activities are, by their nature, dangerous and can cause injury, and even loss of life, to persons and damage to property. Any company providing access to such activities must protect themselves against claims for loss or damage caused to persons who partake in the activities provided by the company. Training The owners and staff should be properly trained and equipped to provide supervision and guidance to participants in the activities, ensuring that equipment is in excellent condition at all times. Legal Requirements Before launching any adventure activity, find out what specific legal requirements pertaining to the sport or activity being pursued, must be complied with.
  • 27. Adventure Tourism I www.adventuretourism.eu Product and Services (6) REQUIREM ENT SHORT DESCRIPTION Insurance Consult a reputable insurer or broker on the exposure to risk and, in particular, ensure that adequate public liability is in place. Land use zoning Become familiar with all laws applicable to locating an office; licensing and registration; road transportation permits; public driving permits; regulations and by-laws.
  • 28. Adventure Tourism I www.adventuretourism.eu You might consider to offer a product line instead of a single product … PRODUCT ITEM A specific version of a product that can be designated as a distinct offering among a company’s products. PRODUCT LINE A group of closely-related product items. PRODUCT MIX All products that a company sells. Visit https://liquidspark.com/ or you might implement Integrated Service Management … ► Product elements ► Place, cyberspace, and time ► Process ► Productivity and quality ► People ► Promotion and education ► Physical evidence ► Price and other user outlays
  • 29. After defining your industry, product, customers, and the competition, you should have presented a clear picture of your company. The next step is to outline your marketing strategy. This is a series of objectives to meet marketing objectives and goals as reflected in the Executive Summary. Ideally you should be able to identify one primary objective and two secondary (all measurable). Part 4 Adventure Tourism I www.adventuretourism.eu “The role of leadership is to transform the complex situation into small pieces and prioritize them.” Carlos Ghosn Market Strategy See Marketing Plan Template for details “The purpose of a company is to create a customer…The only profit center is the customer.” Peter Drucker
  • 30. Adventure Tourism I www.adventuretourism.eu The Give and Get of Marketing Strategy THE CUSTOMER GIVES THE COMPANY GETS THE COMPANY GIVES THE CUSTOMER GETS Money Product Time Price Energy Value Commitment Convenience Referrals Selection Past experience Service Expectations Warranty Knowledge Brand
  • 31. Adventure Tourism I www.adventuretourism.eu Stages of Customer Interaction PRE-PURCHASE STAGE PURCHASE-INTERACTION STAGE POST-PURCHASE STAGE • Create awareness • Create interest • Communicate information • Communicate image • Gather information • Evaluate alternatives • Interaction with company systems • Point-of-sale service • Exposure to sales setting • Exposure to employees • Access and convenience • Variety and terms of sale • Product-in-use situation • Feedback from others • Post-purchase service • Warranties • Returns policies • Customer-service centres
  • 32. Adventure Tourism I www.adventuretourism.eu Pricing • How much can you charge? • Will your products be bundled? • Will you be offering discounts, leasing, financing, coupons, etc.? • Avoid competing on price—for most, it’s not a winning strategy. See Appendix 7 Costs
  • 33. Adventure Tourism I www.adventuretourism.eu Placement: Getting It to the Customer • Direct to your customer • Online • Own physical location • Indirect to your customer • Through retailers • Through wholesalers
  • 34. Adventure Tourism I www.adventuretourism.eu Promotion: Getting Their Attention • Common Tools • Advertising (print, broadcast, online) • Direct mail • Email/website • Social networking • Trade shows/events • Cold calling/telemarketing • Face-to-face • Public relations See Appendix 4, Appendix 5, and Appendix 6
  • 35. Adventure Tourism I www.adventuretourism.eu Do you have a logo?
  • 36. Now that you have described your product/service, customers, markets, and marketing plan, it’s time to back it up with some numbers. Use a sales forecast spreadsheet to prepare a month-by-month projection. The forecast should be based on your historical sales, the marketing strategies you’ve described, and market research, if available. Part 5 Adventure Tourism I www.adventuretourism.eu “The value is in what gets used, not in what gets built.” Kris Gale Sales Forecast See Marketing Plan Template for details Appendix 8, Appendix 9, Appendix 10 and Appendix 11
  • 37. The budget captures the costs applied to an activity by assigning resources with associated rates or fees. Resources include equipment, material, technology, or people. Part 6 Adventure Tourism I www.adventuretourism.eu “Experience tells you what to do. Confidence allows you to do it.” Stan Smith Budget Determination See Marketing Plan Template for details Appendix 12, Appendix 13, and Appendix 14
  • 38. A marketing programme needs a marketing organisation to implement it. This section of the marketing plan may include an organisational chart with both current and projected positions represented. Part 7 Adventure Tourism I www.adventuretourism.eu “No matter how good the team… if we’re not solving the right problem, the project fails.” Woody Williams Marketing Organisation See Marketing Plan Template for details
  • 39. Tasks required to implement and monitor each strategy are listed in this section. With each task, the person responsible for the task and a completion target date are indicated. Having a plan of action with specific tasks ensures that the details are clear and that specific persons are accountable. Identify the promotional and communications programmes required to meet the marketing objectives. Separate these into sub-tasks and allocate them to individuals with completion dates. Include costs and indicators of achievement. Part 8 Adventure Tourism I www.adventuretourism.eu “The key is not to prioritize what’s on your schedule, but to schedule your priorities.” Stephen Covey Action Plan and Implementation See Marketing Plan Template for details
  • 40. The Communication Plan addresses:  Who needs What information?  When they will need it?  How it will be delivered?  Who will deliver it? Where appropriate, describe the frequencies, audience, media, sources, formats, locations, forms, and types of information delivered in each form of communication. Part 9 Adventure Tourism I www.adventuretourism.eu “The most important thing in communication is hearing what isn’t said.” Peter Drucker Communication Plan See Marketing Plan Template for details
  • 41. The final section in the Marketing Plan is concerned with measuring, evaluating and controlling the success of the plan. Without these in place, it’s hard to demonstrate that you have ‘thought through’ the plan and have prepared contingencies and alternative strategies if the plan does not achieve its objectives are per the agreed upon milestones. Part 10 Adventure Tourism I www.adventuretourism.eu “Roadmaps are evidence of strategy. Not a list of features.” Steve Johnson Tracking, Evaluation & Control See Marketing Plan Template for details
  • 42. 05 1. Target Setting 2. Critical Success Factors (CSFs) and Key Performance Indicators (KPIs) 3. Financial Modelling 4. Business Examples & Resources 03 Web Resurces: www.sac.ac.uk www.headwater.com www.itsadventuresouthwest.co.uk www.failte-ireland.ie https://www.adventuretravel.biz/ References: Adventure Tourism I www.adventuretourism.eu Additional Resources: UNWTO Global Report on Adventure Tourism, 2014 (www.unwto.org)
  • 43. www.adventuretourism.eu Line 1 Address, Line 2 Address Facebook link Email address Thank You Any Questions?