Marketing Plan Templates (5 x Word, 10 x Excel)

Marketing Plan Template: Excel & Word

Download this Marketing Plan Template with 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.

Marketing Plan Template Kit

Getting ready to create a marketing plan? 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 the competitive environment you need to examine in order to position your product or service in the marketplace

  • Develop and refine your product so that it meet customers' needs

  • Ensure the packaging and pricing matches customers' expectations and spending habits

  • Define the promotion, advertising and PR you’ll adopt to get your message to target customers

  • Identify each specific marketing event or action item that will increase sales

  • Deliver a cohesive plan that will become your blueprint to marketing success

Click here to download your Marketing Plan template

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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

Marketing Plan: 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 Template: 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

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