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[Product Name]
Marketing Plan
[Name]
Market Summary
  • Market: past, present, & future
        – Review changes in market
          share, leadership, players, market
          shifts, costs, pricing, competition

                              Mass Market/
                               Followers




  Number
       of   Early Adopters/
customers      Pioneers                      End of Life




                                 Time
Product Definition
• Describe product/service being marketed
Competition
• The competitive
  landscape
  – Provide an
    overview of                      A             B
    product




                         Price
    competitors, their
    strengths and
                                         D
    weaknesses                   C
  – Position each
    competitor’s                     Performance
    product against
    new product
Positioning
• Positioning of product or service
   – Statement that distinctly defines the product in
     its market and against its competition over time
• Consumer promise
   – Statement summarizing the benefit of the
     product or service to the consumer
Communication Strategies
• Messaging by audience
• Target consumer demographics
Packaging & Fulfillment
• Product packaging
   – Discuss form-factor, pricing, look, strategy
   – Discuss fulfillment issues for items not shipped
     directly with product
• COGs
   – Summarize Cost of Goods and high-level Bill of
     Materials
Launch Strategies
• Launch plan
      – If product is being announced
• Promotion budget
      – Supply back-up material with detailed budget
        information for review


             Phase 1

                                         Phase 2

                                                               Phase 3



Jan    Feb   Mar       Apr   May   Jun      July   Sep   Oct    Nov      Dec
Public Relations
• Strategy & execution
   – PR strategies
   – PR plan highlights
   – Have back-up PR plan, including editorial
     calendars, speaking engagements, conference
     schedules, etc.
Advertising
• Strategy & execution
   – Overview of strategy
   – Overview of media & timing
   – Overview of ad spending
Other Promotion
• Direct marketing
   – Overview of strategy, vehicles & timing
   – Overview of response targets, goals & budget
• Third-party marketing
   – Co-marketing arrangements with other
     companies
• Marketing programs
   – Other promotional programs
Pricing
• Pricing
   – Summarize specific pricing or pricing strategies
   – Compare to similar products
• Policies
   – Summarize policy relevant to understanding key
     pricing issues
Distribution
• Distribution strategy
• Channels of distribution
   – Summarize channels of distribution
• Distribution by channel
   – Show plan of what percent share of distribution
     will be contributed by each channel -- a pie
     chart might be helpful
Vertical Markets/Segments
• Vertical market opportunities
   – Discuss specific market segment opportunities
   – Address distribution strategies for those
     markets or segments
   – Address use of third-party partner role in
     distribution to vertical markets
International
• International distribution
   – Address distribution strategies
   – Discuss issues specific to international
     distribution
• International pricing strategy
• Localization issues
   – Highlight requirements for local product
     variations
Success Metrics
•   First year goals
•   Additional year goals
•   Measures of success/failure
•   Requirements for success
Schedule
• 18-month schedule highlights
• Timing
       – Isolate timing dependencies critical to success

        Task 1

                   Task 2

                                          Milestone

                                                  Task 3

                                                                  Task 4



 Jan    Feb      Mar    Apr   May   Jun    July       Sep   Oct    Nov     Dec

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Marketing template

  • 2. Market Summary • Market: past, present, & future – Review changes in market share, leadership, players, market shifts, costs, pricing, competition Mass Market/ Followers Number of Early Adopters/ customers Pioneers End of Life Time
  • 3. Product Definition • Describe product/service being marketed
  • 4. Competition • The competitive landscape – Provide an overview of A B product Price competitors, their strengths and D weaknesses C – Position each competitor’s Performance product against new product
  • 5. Positioning • Positioning of product or service – Statement that distinctly defines the product in its market and against its competition over time • Consumer promise – Statement summarizing the benefit of the product or service to the consumer
  • 6. Communication Strategies • Messaging by audience • Target consumer demographics
  • 7. Packaging & Fulfillment • Product packaging – Discuss form-factor, pricing, look, strategy – Discuss fulfillment issues for items not shipped directly with product • COGs – Summarize Cost of Goods and high-level Bill of Materials
  • 8. Launch Strategies • Launch plan – If product is being announced • Promotion budget – Supply back-up material with detailed budget information for review Phase 1 Phase 2 Phase 3 Jan Feb Mar Apr May Jun July Sep Oct Nov Dec
  • 9. Public Relations • Strategy & execution – PR strategies – PR plan highlights – Have back-up PR plan, including editorial calendars, speaking engagements, conference schedules, etc.
  • 10. Advertising • Strategy & execution – Overview of strategy – Overview of media & timing – Overview of ad spending
  • 11. Other Promotion • Direct marketing – Overview of strategy, vehicles & timing – Overview of response targets, goals & budget • Third-party marketing – Co-marketing arrangements with other companies • Marketing programs – Other promotional programs
  • 12. Pricing • Pricing – Summarize specific pricing or pricing strategies – Compare to similar products • Policies – Summarize policy relevant to understanding key pricing issues
  • 13. Distribution • Distribution strategy • Channels of distribution – Summarize channels of distribution • Distribution by channel – Show plan of what percent share of distribution will be contributed by each channel -- a pie chart might be helpful
  • 14. Vertical Markets/Segments • Vertical market opportunities – Discuss specific market segment opportunities – Address distribution strategies for those markets or segments – Address use of third-party partner role in distribution to vertical markets
  • 15. International • International distribution – Address distribution strategies – Discuss issues specific to international distribution • International pricing strategy • Localization issues – Highlight requirements for local product variations
  • 16. Success Metrics • First year goals • Additional year goals • Measures of success/failure • Requirements for success
  • 17. Schedule • 18-month schedule highlights • Timing – Isolate timing dependencies critical to success Task 1 Task 2 Milestone Task 3 Task 4 Jan Feb Mar Apr May Jun July Sep Oct Nov Dec