Review this template suggestion for preparing your marketing plan project. Feel free to revise, expand, or replace template headings as you see fit for your particular project.
(Sample Marketing Plan Template)
Steven R. Van Hook, PhD (2012)
Marketing Plan Title
Author’s Name
Table of Contents
Executive Summary ………………………………………...……. 3
Goals and Objectives …………………………………………… 4
Industry Analysis ………………………………………...……….. 6
Creating the Offer ………………………………………..………. 8
Target Markets ………………………………………………..…... 10
Competition …………………………………………………..…… 11
Distribution Channels ………………………………...………. 12
Promotion ………………………………………………………..… 14
Organization Structure ……………………………………..… 16
Long Term Strategy ………………………………………....… 17
Financials ………………………………………………………..…. 18
References ……………………………………………………....… 20
Executive Summary
For this section, include a brief overview of the marketing plan, summarizing the key
components of the plan. It is best to write this section once all the others have been completed.
Goals and Objectives
Give a preliminary description of your product or service and what you hope to accomplish with your marketing campaign. Include incremental objectives you plan to accomplish as you attain your goal.
Industry Analysis
Summarize the history, current state of affairs, and future projections for the industry and
business environment where you plan to market your product or service.
Creating the Offer
Define your product or service including the benefits; the price; the types of offering (consumer or business-to-business); the considerations of branding, packaging, labeling; and other issues related to your marketing plan’s offer.
Target Markets
Identify the key demographics of your target audience: age, income, gender, geographical location, business type (for a business-to-business plan), etc.
Competition
Identify specific competitors you will be addressing, their strengths and weaknesses, how you
might position yourself against them or how you might target a different audience, etc.
Distribution Channels
Describe how your product or service will reach your customers.
Promotion
Describe how you will promote your plan, the media you might select, any public relations
campaign ideas, the marketing messages you will develop, etc.
Organization Structure
Describe the organization structure here. Consider who will manage your marketing plan, the legal structure you will operate within, the roles that need to be filled, the key players of the organization, the key players’ credentials, etc.
Long Term Strategy
Nobody expects a marketing campaign to produce immediate results. Lay out your long term
goals and objectives in yearly increments: Year 1; Year 2; Year 3.
Financials
Overhead, office expense, production costs, salaries, promotion, projected revenues, etc.
References
You can either cite your reference materials as footnotes within the document, or as a list of reference citations here.
Source: Steven Van Hook, https://s3.amazonaws.com/saylordotorg-resources/wwwresources/site/wp-content/uploads/2012/12/BUS2036.5.2FINAL.pdf
This work is licensed under a Creative Commons Attribution 3.0 License.