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.
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
Executive Summary
Situation Analysis
Customer Analysis
Market Segmentation and Market Analysis
Describing your Products and Services
Price Strategy
Budget Determination
Action Plan and Implementation
Marketing Plan: 9 Free Excel TemplatesCompetitive Analysis Matrix
Demographic Profile
Marketing Budget
Sales Forecast
Marketing Plan: Table of Contents1 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
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 Marketing Plan (Sunflowers cover) 40 page template Competitive Analysis 1 x worksheet Costs 1 x worksheet Demographic Profile 1 x worksheet Market Research 1 x worksheet Market Profile 1 x worksheet Sales Forecast by Market Segment 1 x worksheet Sales Forecast by Product 1 x worksheet Sales Forecast by Region 1 x worksheet Sales Forecast by Unit 1 x worksheetLike this product?
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