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Strategic Marketing Planning
          Process
            Dr. Samir Al-Alfy
     Senior Communication Advisor
                JHU/CCP
             February 2010
Traditional planning models rely too much on
tactical interventions and too little on strategy
needed to sustain long-term change. In social
marketing, consumer research provides the gene
pool and strategy serves as the DNA structure
needed to bring that information to life.

                                 -Carol Bryant
                                 University of South Florida
Strategic Marketing Planning Process

“A logical process to follow when developing a
marketing plan- whether for a for-profit corporation,
nonprofit organization, or public sector agency”

 1. Why are you doing this?
 2. Where are you today?
 3. Where do you want to go?
 4. How are you going to get there?
 5. How will you keep on track?
Strategic Marketing Planning Process

    Marketing Concepts (customer-centered mind-set)

• The Production Concept: widely available & inexpensive
• The Product Concept: build it and they will come
• The selling Concept: selling & promotion efforts
• The Marketing Concept: sense-and-respond
• The Holistic Marketing Concept: - Relationship marketing

                                   - Integrated marketing
                                   - Internal marketing
Strategic Marketing Planning Process

   Shift in Marketing Management
• From Marketing does the marketing to everyone does the
marketing
• From organizing by product units to organizing by customer
segments
• From building brands through advertising to building brands
through performance and integrated communications
• From focusing on profitable transactions to focusing on customer
lifetime value
• From being local to being “glocal”
STEPS OF SOCIAL MARKETING PLAN
STEPS OF SOCIAL MARKETING PLAN
STEPS OF SOCIAL MARKETING PLAN

Differences from commercial plans


1.   Target markets selected prior to
     establishing objectives & goals
2.   Competition isn’t identified in
     situation analysis
3.   Goals are the quantifiable measures
     of the plan
STEPS OF SOCIAL MARKETING PLAN
 Step 1: Background, Purpose, and Focus

      What’s the problem?
      What happened?
       (Epidemiological, scientific, research data)


Purpose statement: reflects the benefit of a successful campaign

Focus: to narrow the scope of the plan
STEPS OF SOCIAL MARKETING PLAN
Step 2: Conduct Situation Analysis

 SWOT analysis:
 Strengths,
                            Internal Factors
 Weaknesses,
 Opportunities,
                            External Factors
 Threats

 Review existing:   § Health & demographic data
                    § Survey results
                    § Study findings
                    § Any available data
                    § Past or similar efforts
STEPS OF SOCIAL MARKETING PLAN
   Step 3: Select Target Markets

Look for:    § Geographic, demographic, economic, and social factors.
             § Knowledge, attitudes, practices, and advocacy.
             § Community variables.
             § Mass media exposure.

 1- Segmentation:       2- Evaluate Segments:           3- Targeting:




    1ry Target Audiences                     2ry Target Audiences

Profile     : Prepare an audience profile.
STEPS OF SOCIAL MARKETING PLAN
Step 4: Objectives & Goals
• Behavior Objectives:
Behavior to do, Accept, Reject, Modify, Abandon
• Knowledge Objectives: Information, facts
• Belief Objectives: feelings, attitude


SMART Objectives              Specific                       ‫ﻣﺤﺪدة‬
                              Measurable              ‫ﻗﺎﺑﻠﺔ ﻟﻠﻘﯿﺎس‬
                              Appropriate                   ‫ﻣﻼﺋﻤﺔ‬
                              Realistic                      ‫واﻗﻌﯿﺔ‬
                              Time bound          ‫ﻣﺤﺪده ﻟﻔﺘﺮة زﻣﻨﯿﺔ‬
STEPS OF SOCIAL MARKETING PLAN
  Step 5: Competition, Barriers & Motivators

  What target market is currently doing or prefer to do (competition)
  What real and/or perceived barriers to the desired behavior
  What would motivate them to “buy” it.


  Step 6: Positioning
How you want your target audience to see the behavior
you want them to buy – relative to competing behavior.          Branding
STEPS OF SOCIAL MARKETING PLAN
Step 7: Marketing Mix (4Ps)

Product:     Core Product: Benefits of desired behavior
             Actual Product: desired behavior
             Augmented product: additional tangible objects/services

Price: monetary costs, incentives, disincentives
      nonmonetary incentives, disincentives
Place: your delivery system or distribution channel

Promotion: Communication Strategy
             messages, messengers, communication channels.
             + Logos, Slogans, Taglines
STEPS OF SOCIAL MARKETING PLAN
Step 8: Plan for Monitoring & Evaluation

Measures will be used to evaluate the success of your effort
Desired levels of changes in behavior, knowledge, beliefs

Categories of evaluation:
    Output: measures campaign activities
    Outcome: target market responses & changes in knowledge,
    beliefs, behavior
    Impact: contribution to the plan purpose
STEPS OF SOCIAL MARKETING PLAN
Step 9: Budget & Funding Sources

Final budget delineating secured funding sources &
reflecting any contributions from partners.


Step 10: Implementation Plan
Who will do what, when, for how much
              • Marketing activities (outputs)
              • Responsibilities
              • Time frames
              • Budgets
STEPS OF SOCIAL MARKETING PLAN
Marketing Research

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Ch2 social marketing planning process_acu

  • 1. Strategic Marketing Planning Process Dr. Samir Al-Alfy Senior Communication Advisor JHU/CCP February 2010
  • 2. Traditional planning models rely too much on tactical interventions and too little on strategy needed to sustain long-term change. In social marketing, consumer research provides the gene pool and strategy serves as the DNA structure needed to bring that information to life. -Carol Bryant University of South Florida
  • 3. Strategic Marketing Planning Process “A logical process to follow when developing a marketing plan- whether for a for-profit corporation, nonprofit organization, or public sector agency” 1. Why are you doing this? 2. Where are you today? 3. Where do you want to go? 4. How are you going to get there? 5. How will you keep on track?
  • 4. Strategic Marketing Planning Process Marketing Concepts (customer-centered mind-set) • The Production Concept: widely available & inexpensive • The Product Concept: build it and they will come • The selling Concept: selling & promotion efforts • The Marketing Concept: sense-and-respond • The Holistic Marketing Concept: - Relationship marketing - Integrated marketing - Internal marketing
  • 5. Strategic Marketing Planning Process Shift in Marketing Management • From Marketing does the marketing to everyone does the marketing • From organizing by product units to organizing by customer segments • From building brands through advertising to building brands through performance and integrated communications • From focusing on profitable transactions to focusing on customer lifetime value • From being local to being “glocal”
  • 6. STEPS OF SOCIAL MARKETING PLAN
  • 7. STEPS OF SOCIAL MARKETING PLAN
  • 8. STEPS OF SOCIAL MARKETING PLAN Differences from commercial plans 1. Target markets selected prior to establishing objectives & goals 2. Competition isn’t identified in situation analysis 3. Goals are the quantifiable measures of the plan
  • 9. STEPS OF SOCIAL MARKETING PLAN Step 1: Background, Purpose, and Focus What’s the problem? What happened? (Epidemiological, scientific, research data) Purpose statement: reflects the benefit of a successful campaign Focus: to narrow the scope of the plan
  • 10. STEPS OF SOCIAL MARKETING PLAN Step 2: Conduct Situation Analysis SWOT analysis: Strengths, Internal Factors Weaknesses, Opportunities, External Factors Threats Review existing: § Health & demographic data § Survey results § Study findings § Any available data § Past or similar efforts
  • 11. STEPS OF SOCIAL MARKETING PLAN Step 3: Select Target Markets Look for: § Geographic, demographic, economic, and social factors. § Knowledge, attitudes, practices, and advocacy. § Community variables. § Mass media exposure. 1- Segmentation: 2- Evaluate Segments: 3- Targeting: 1ry Target Audiences 2ry Target Audiences Profile : Prepare an audience profile.
  • 12. STEPS OF SOCIAL MARKETING PLAN Step 4: Objectives & Goals • Behavior Objectives: Behavior to do, Accept, Reject, Modify, Abandon • Knowledge Objectives: Information, facts • Belief Objectives: feelings, attitude SMART Objectives Specific ‫ﻣﺤﺪدة‬ Measurable ‫ﻗﺎﺑﻠﺔ ﻟﻠﻘﯿﺎس‬ Appropriate ‫ﻣﻼﺋﻤﺔ‬ Realistic ‫واﻗﻌﯿﺔ‬ Time bound ‫ﻣﺤﺪده ﻟﻔﺘﺮة زﻣﻨﯿﺔ‬
  • 13. STEPS OF SOCIAL MARKETING PLAN Step 5: Competition, Barriers & Motivators What target market is currently doing or prefer to do (competition) What real and/or perceived barriers to the desired behavior What would motivate them to “buy” it. Step 6: Positioning How you want your target audience to see the behavior you want them to buy – relative to competing behavior. Branding
  • 14. STEPS OF SOCIAL MARKETING PLAN Step 7: Marketing Mix (4Ps) Product: Core Product: Benefits of desired behavior Actual Product: desired behavior Augmented product: additional tangible objects/services Price: monetary costs, incentives, disincentives nonmonetary incentives, disincentives Place: your delivery system or distribution channel Promotion: Communication Strategy messages, messengers, communication channels. + Logos, Slogans, Taglines
  • 15. STEPS OF SOCIAL MARKETING PLAN Step 8: Plan for Monitoring & Evaluation Measures will be used to evaluate the success of your effort Desired levels of changes in behavior, knowledge, beliefs Categories of evaluation: Output: measures campaign activities Outcome: target market responses & changes in knowledge, beliefs, behavior Impact: contribution to the plan purpose
  • 16. STEPS OF SOCIAL MARKETING PLAN Step 9: Budget & Funding Sources Final budget delineating secured funding sources & reflecting any contributions from partners. Step 10: Implementation Plan Who will do what, when, for how much • Marketing activities (outputs) • Responsibilities • Time frames • Budgets
  • 17. STEPS OF SOCIAL MARKETING PLAN Marketing Research