Mkt Step 1: Pre-planning Tools

1.1 Terms of Reference

This template covers all the areas that you need to consider in defining the project to create a successful marketing plan.  Make sure that the key stakeholders in the planning process (the key contributors, reviewers, budget holders and implementers) have had the opportunity to agree to the set terms before you get started.

The Terms of Reference is suitable for any business of any size. It asks some simple but vital questions and helps you get going professionally. It will help you avoid wasted effort early on and save you a lot of internal selling later!

Cost: £ FREE Free Download

Mkt Step 2: Marketing Audit Tools

2.1 SWOT Summary

SWOT stands for Strengths, Weaknesses, Opportunities, and Threats.  This simple tool will help you undertake your own SWOT effectively and provide a professional situation summary in your marketing plan.

Price (including VAT): £ 1.20 Buy Now

Mkt Step 3: Marketing Strategy Tools

Once you have achieved solid insights into your business and the marketplace, then you can formulate your goals, targets and market strategy. This consists of answering three simple questions: what do we need to achieve, when and how? The following tools will help you frame and answer these questions professionally and profitably.

3.1 Strategy Summary

If you need to develop a strategy for your own business, the Strategy Summary will help you understand the different strategic options and define them simply and clearly

This tool is suitable for any business that wants to reduce wasted marketing expenditure and develop laser clarity on HOW they are going to achieve their goals.

Price (including VAT): £ 1.20 Buy Now

Mkt Step 4: Marketing Plan Tools

The Marketing Plan is THE document that explains how your business will interact with the marketplace in the future. It is there to ensure you take a pro-active approach in developing the business and customers that YOU want, rather than be left with the business and customers that no-one else wants. It is key to helping you answer the big questions about your business direction, so that you can be sure all the day-to-day work is leading you to the successful business you (and your shareholders) desire. The Marketing Plan provides the input and direction for all the other plans in your business and should be completed first.

4.1 McDonald Marketing Plan

This is a complete strategic marketing plan created from the Forms shown in Chapter 13 of Professor Malcolm McDonald’s best selling book, ‘Marketing Plans, How to Prepare Them, How to Use Them’ now in its sixth edition.  Professor McDonald is a world authority on marketing planning and has worked with many of the world’s leading businesses and universities.

The McDonald Marketing Plan is not over-demanding on the detail and allows you to quickly get to grips with the key strategic issues. It is prepared in Microsoft Excel which generates charts automatically from the data you enter and the plan format can be altered to suit your own purposes. It also includes some additional pages such as a Cover Page and Actions Page. This is an excellent and authoritative self-contained plan for you to use, fully supported by the book (see the “Read” section on this website)

Price (including VAT): £ 36.00 Buy Now

4.2 Market2win Marketing Plan

This is a complete strategic marketing plan created from the Forms shown in Chapter 13 of Professor Malcolm McDonald’s best selling book, ‘Marketing Plans, How to Prepare Them, How to Use Them’ now in its sixth edition.  Professor McDonald is a world authority on marketing planning and has worked with many of the world’s leading businesses and universities.

The McDonald Marketing Plan is not over-demanding on the detail and allows you to quickly get to grips with the key strategic issues. It is prepared in Microsoft Excel which generates charts automatically from the data you enter and the plan format can be altered to suit your own purposes. It also includes some additional pages such as a Cover Page and Actions Page. This is an excellent and authoritative self-contained plan for you to use, fully supported by the book (see the “Read” section on this website)

Price (including VAT): £ 36.00 Buy Now

Mkt Step 5: Plan Implementation Tools

Once written, the Marketing Plan must be a living document that is used continuously throughout the business, throughout the year, to keep the business on track to reaching the key goals. These tools will help you implement and review the Plan successfully.

5.1 Global Sales Tracker

In global organizations, there will be many leaders that will want to see their slice of the action.  They will naturally ask the question, “What’s in it for me?”  The Plan needs to show them the key sales information relevant to their business area.

On the upside, the opportunities for cross-selling  across different business areas are often very high.This template allows you to capture and track a range of key metrics for a global market including sales, market share, cross-selling  ability and profitability split by year, business unit and country.  Moreover, the template can be used flexibly to show these metrics by different products, market segments or national territories.

Based on years of continuous development with our global clients this will save you a lot of headache in developing your own template, help you set clear targets and provide you with great metrics & graphs to track your sales performance.

Price (including VAT): £ 24.00 Buy Now

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