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List the reasons why it is
important for your company to
create a marketing plan
Possible reasons could be: New
company, new products, new
distribution strategy, or the
reorganization of marketing
Continuation of working on
marketing strategy
Insert the company’s goals
and objectives for the
planning process
How does the planning
process impact the
management and
employees? Who has to
contribute?
To which over-arching
strategies and/or
company values does this
marketing plan need to
adhere to?
How does this plan
contribute to the
implementation of these
strategies and values?
Pricesily specify your planned products or sevices in
a few words only.
Also mention specific functions / characteristics of
the product or service – define the customer
benefits.
The key compentences of your company / product are
equivalent to it’s sustainable competitive advantages (
USP – Unique Selling Proposition ).
List your competitive advantages / USP here.
Outline the needed resources ( personnel / HR, funds, material,
supply chain, premises, etc. )
Try to sum up the total amount of the needed capital
expenditures.
Start your marketing plan with your company’s most important
goals and objectives.
Use the SMART principle ( Specific – Measurable – Adjustable –
Realistic – Time Phased ).
USP – it is a description of the qualities that are unique to a particular product or service and that differentiate it in a way which will make
customers purchase it rather than its rivals.
A vision statement says what the organization
wishes to be like in some years’ time.
Your company main value
e.g. We strive to excellence in our employees
e.g. We assume our environmental responsibilities.
( Include goals based on key competences)
MAIN VALUE
COMPETENCE
COMPETENCE
VALUE
PLACEHOLDERVALUE
TERMKEYWORD
Domestic and foreign policy
directly or indirectly affecting
economical interests
e.g. tax policy, labour law, trade
restrictions, tariffs, and political
stability
Important economical factors
influenced a company’s market
and core business
e.g. economic growth, interest
rates, exchange rates, inflation
rate, unemployment, etc.
Trends in social factors affecting the
demand for a company’s products
and how that company operates.
e.g. cultural aspects such as health
consciousness, population growth,
age distriution, career attitutes and
emphasis on safety.
Technological factors affecting
production and innovation level
involving:
Reshearh and development,
automation, techonology
incentives, rate of tehcnological
change, technological shifhts,
barriers to entry, etc.
Ecological and environmental
factors affecting companies
operations and products ( growing
awarenss ).
e.g. environmental law,
environmental protection,
weather, climate, climate
change, etc.
State legal factors affecting the
comapny operations, costs, and
product demands.
e.g. discrimination law, consumer
law, antitrust law, employmwnt
law, and health and safety law
Placeholder
for your text
Placeholder
for your text
Placeholder
for your text
List of suppliers and provided goods /
resources
Important information on suppliers
Subcontractors of your suppliers
6R, purchasing,
disposition,
incoming goods
accounting
Information
production
process, involved
parties, resources
and benefits
Final destination
of the products
Target group
Customer satisfaction
SUB
SUPPLIER
SUB
SUPPLIER
SUB
SUPPLIER
RAW
MATERIAL
SUPPLIER
RAW
MATERIAL
SUPPLIER
RAW
MATERIAL
SUPPLIER
RAW
MATERIAL
SUPPLIER
RETAILER
RETAILER
RETAILER
END
CUSTOMER
END
CUSTOMER
END
CUSTOMER
END
CUSTOMER
[ C ] Critical
[ 0 ] Non exist
[ + ] Perfect
[ o ] Normal
[ 1 ] Low
[ 2 ] Medium
[ 3 ] Intensive
DESIGN
ENGINEER
FTL
LEAD
ENGINEER
DESIGN
ENGINEER
CUSTOMER
REFERENCE
CALCULATION
ATTEMP
CONSTRUCTION
ATTEMP
SUPPLIER
CALCULATION
INTRANET
INTERNET
DB
DESIGN
ENGINEER
Describe in this placeholder your target markets. Say what group of customers you want to market your product
or service.
Market for cunsumer goods, producer goods or services ?
Which products or services will be offered to the target group ?
Business – 2 – Business or Business – 2 – Customers ?
Geographical locallozation
Demand and buying motive
New market or well - established market ?
Competition and planned market position
If you have more than one target market you ideally will have to tailor your marketing mix for each one of your
target markets.
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Definition
Approach
Number of competitors, quality
differences, other differences,
switching costs, customer loyalty, costs
of leaving market, etc.
Time and cost of entry,
specialist knowledge,
economics of scale, cost
advantages, techonoly
protection, barriers to entry,
etc.
Number of suppliers, size of
suppliers, uniqueness of
service, your ability to
substitute, cost of changing,
etc.
Number of customers, scope
of orders, differencees
between competitors, price
sensitivity, ability to
substitute, cost of changing,
etc.
Substitute performance, cost of
change.
Estimated customers
Important competitors
Estimated customers
Important competitors
Estimated customers
Important competitors
Estimated customers
Important competitors
Estimated customers
Important competitors
TIME
AMOUNT / VALUE
Market volume
Sales volume provider A
PERIOD 4PERIOD 3PERIOD 1 PERIOD 2
1
5
6
3
2
4
Sales volume provider B
Sales volume provider C
MARKET GROWTH
CAUSE 1 CAUSE 3CAUSE 2 CAUSE 4 CAUSE 6CAUSE 5
( innovation,
PEST factors,
event, etc. )
( innovation,
PEST factors,
event, etc. )
( innovation,
PEST factors,
event, etc. )
( innovation,
PEST factors,
event, etc. )
( innovation,
PEST factors,
event, etc. )
( innovation,
PEST factors,
event, etc. )
0,00 %
0,00 %
0,00 %
0,00 %
0,00 %
0,00 %
PRODUCT NAME AND FUNCTION
PRODUCT NAME AND FUNCTION
PRODUCT NAME AND FUNCTION
PRODUCT NAME AND FUNCTION
PRODUCT NAME AND FUNCTION
PRODUCT NAME AND FUNCTION
COMPANY 1
COMPANY 2
COMPANY 3
COMPANY 4
COMPANY 5
COMPANY 6
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format as the placeholder
text.
This is a placeholder text. This
text can be replaced with your
own text.
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style and size of the font as
used in this placeholder it’s
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The text demonstrates how your
own text will look when you
replace the placeholder with
your own text.
Characteristics:
Core motive:
FEATURE A
FEATURE B
INDIVIDUAL
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed
do eiusmod tempor inciduteter ut labore et dolore magna
aliqua.
Characteristics:
Core motive:
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed
do eiusmod tempor inciduteter ut labore et dolore magna
aliqua.
Characteristics:
Core motive:
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed
do eiusmod tempor inciduteter ut labore et dolore magna
aliqua.
PLACEHOLDER % A
B
C
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
PLACEHOLDER
low
low
medium
medium
high
high
A-Type customer B-Type customer C-Type customer
A A
A
B
B
B C
C C
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the placeholder text.
CUSTOMER
CUSTOMER
CUSTOMER
CUSTOMER
CUSTOMER
CUSTOMER
Customers who bought after
they reclaimed.
Orders or purchases reclaimed. Customers who reclaimed.
Customers who bought
multiple times.
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replaced with your own
text.
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the style and size of the
font as used in this
placeholder it’s possible
to replace it by
selecting different
options.
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retain the same style
and format as the
placeholder text.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
Feedback on
products or
services.
CRITERIA /
REQUIRMENT
EXPECTATION
WEIGHT
[ W ( 0-1 ) ]
DEGREE OF FULLMENT [ E ]
VALUE
NO. POOR GOOD EXCELLENTAVERAGE
1 2 3 4 5 6 7 8 9 10
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TOTAL SCORE
[ W ] * [ E ]
1
2
2
2
3
3
4
4
5
6
6
7
7
10
8
18
9
16
10
12
DETRACTORS PASSIVES PROMOTORS This text can be
replaced with
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placeholder text.
NET PROMOTOR SCORE
+ 5
% PROMOTORS - % DETRACTORS
Sum up the most important features of your target group.
e.g. age, sex, income, consumer behaviour, etc.
Milleu, living situation, mobility, political orientation, values, interests, etc.
This is a placeholder text.
This text can be replaced with your own
text.
BUYING
MOTIVATION
This is a placeholder text.
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text.
This is a placeholder text.
This text can be replaced with your own
text.
Shortcomings Reasons / Explanations MeasuresNO.
Shortcomings of the customer
satisfaction service
Problem description and
reasons
Improvement measures
1
Shortcomings of the customer
satisfaction service
Problem description and
reasons
Improvement measures2
Shortcomings of the customer
satisfaction service
Problem description and
reasons
Improvement measures3
Shortcomings of the customer
satisfaction service
Problem description and
reasons
Improvement measures4
Shortcomings of the customer
satisfaction service
Problem description and
reasons
Improvement measures5
Shortcomings of the customer
satisfaction service
Problem description
and reasons
Improvement measures6
TASK TIMENO.
Description / Title XX days1.
2.
3.
4.
5.
6.
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Placeholder to add your text.
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
Name the most relevant strenght of the
competitor
Concentrate on the strenghts relevant to
the consumer
COMPETITOR 1
( logo )
What are potential objectives of this competitor
Think of marketing achievements or product
innovations likely to happen in the near future
COMPETITOR 2
( logo )
COMPETITOR 3
( logo )
Think of ways for your competitor to reach three
potential goals.
What will be the next step?
What are potential objectives of this competitor
Think of marketing achievements or product
innovations likely to happen in the near future
What are potential objectives of this competitor
Think of marketing achievements or product
innovations likely to happen in the near future
Think of ways for your competitor to reach three
potential goals.
What will be the next step?
Think of ways for your competitor to reach three
potential goals.
What will be the next step?
CRITICAL RESOURCES
( PERFORMANCE
POTENTIAL )
NO. POOR MODERATE
COMPETITOR ONE
TOTAL
Product line x
Research and development
Productivity increase potencial
Sales market ( market share )
Marketing concept
Finance situation
Production
Raw materials and energy
Location
Cost situation differentation
Quality of management
Leading systems
1 2 6543
POOR MODERATE
OWN COMPANY
1 2 6543
POOR MODERATE
COMPETITOR TWO
1 2 6543
1 2
GOOD
10987 P
109876543 1 2
GOOD
10987 P
109876543 2
GOOD
10987 P
1098765431
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
Impact on thinking,
acting and planning of
the company and it’s
employees
MARKETING SALES DEVELOPMENT PRODUCTION ADMIN FINANCE
MANAGEMENT
ASSISTANCE
SUPPORTACTIVITIES
MAIN ACTIVITIES
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Instalations
Interior
Liquidity
Reserves
Equipment Possibilities to raise capital
Staff situation
Education
Staff development
Quality of leadership
Business experience
Age structure
Sort
Actuality
Complexity
Insert description and notes in
key words
Brand image of
company, separate
product brands
Positioning of
company market
share of provider od
product brands
Capital resources Number of
employees, structure
qualification and
motivation
Location quality Distribution organization Relation to
cooperation and
distribution partner
Number of customers
Credit status
Infrastructure
Business locations
Distribution in target
area
Customer potential
Customer retention
( loyalty vs fluctuation )
Research / Development
Know How
Patent
Development status
Marketing concept
Standards
Brands
Technology
Capacity
Productivity
Insert description and notes in key words.
Insert description and notes in key words.
Insert description and notes in key words.
Procurement systems
Supplier relationship
Purchasing power
Insert description and notes in key words.
Capital requirements
Investment intensity
Organization
Value chain
Insert description and notes in key words.
Insert description and notes in key words.
DEVELOPMENT
INCEPTION MAINTANANCE
MOTIVATION
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Factors of influence on
your marketing strategy
related to changing
world of work
Factors of influence on
your marketing strategy
related to labour unions
Factors of influence on
your marketing strategy
related to legislation
Factors of influence on
your marketing strategy
related to management
practicies
Environment related tasks
For replacing the placeholder
text you need to click on the
placeholder text and insert
your own text
Economy related tasks
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text you need to click on the
placeholder text and insert
your own text
Society related tasks
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PHASE 1
Identify the improvement
PHASE 2
Analyze the process
PHASE 3
Develop the optimal solution
PHASE 4
Implement solution
PHASE 5
Check the implementation of
the solution
PHASE 6
Standardize the solution
PHASE 7
Plan for future
2
3
45
6
7 1
Experience, staff, production and
management processes
Patents, copyright, design rights,
trademarks, etc.
Capital, goods, resources, real estate,
production plants, stock, etc.
Insert description and notes in key
words.
Insert description and notes in key
words.
Insert description and notes in key
words.
II COMPETENCE GAPS
I COMPETENCE STANDARDS
III STRATEGICALLY RELEVANT KEY
COMPETENCIES
IV COMPETENCE POTENTIAL
EXTERNAL ANALYSIS – VALUE OF EXPERTISE
low high
lowhigh
INTERNALANALYSIS–CUSTOMERVALUE
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Skill
One
Skill
Three
Skill
Two
not satisfied satisfied highly satisfied CUSTOMER
lowmediumhigh
INCREASEINVALUE
1 2 3 4
Identification of
companies specific
success factors
Derivation of
evaluation criteria
Weighing of
evaluation criteria (
optional )
Determination of
evaluation scale
Identification of all
participants
Evaluation of criteria
in relation to
competitors
Discussion on extreme
values ( positive /
negative )
Significant strenght
and weaknesses
Creating improvement
suggestions
Catalogue of resulting
measures
1 2 3 4 5
Range of service
Pricing
Image
Market share
Market growth
Sales development
Distribution
Sales network
Complaint management
Advertising
Sensitivity to economic situations
Adherence of schedules
Customer structure
Order processing
Customer service
Market research
Sales representatives
Sales planning
Market cultivation
Customer loyalty
SUCCESS FACTOR
EVALUATION
Range of service
Pricing
Image
Market share
Market growth
Sales development
Distribution
Sales network
Complaint management
Advertising
Sensitivity to economic situations
Adherence of schedules
Customer structure
Order processing
Customer service
Market research
Sales representatives
Sales planning
Market cultivation
Customer loyalty
WEIGHING
LOW MEDIUM HIGH
POOR NEUTRAL GOOD
09 9
Insert spheres depending on
characterics
Insert spheres depending on
characterics
8 7 6 5 4 3 2 1 87654321
CRITERIA Opportunities Threats
Market situation
Market structure
Market potential / Market volume
Customer structure
Competitor
Environment / frame conditions
Strenght
Weakness
Laws / Taxes
Society
Ecology
Techonological development
Product range
Prices
Organization / Management
Cash flow
Locations
Marketing perfromance
Innovation ability
Financial resources
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
Enter your text here.Enter your text here.
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Enter your text here.Enter your text here.
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Strategic objective for s-b:
Pursuit of new opportunities that
match the company’s strenght.
Strategic objective for w-o:
Strategic objective for s-t: Strategic objective for w-t:
Eliminate weaknesses to exploit new
opportunities.
Strenghts to ward off threats. Defense strategies as targets for
threats.
MARKET GROWTH
MARKET QUALITY
Profitability of branch
Tolerance for price policy
ENERGY / ACCOMODATION
Interference of accomodation
Influence on profitability
Technological level
Protectability of know how
Intensity of investments
Intensity / structure of competition
Structure of potential costumer
Entry barriers
Distribution requirements
Variability of competition conditions
Substitution possibilities
Existence of alternatives
ENVIRONMENT SITUATION
Economic dependency
Inflation effects
Dependency on legislation
Dependency on public
Risk of public interference
Pollution of nature
TOTAL 1,0
Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index
Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index
REL. MARKET POSITION
Market share
Size and financial power
REL. R & D POTENTIAL
Status of research
Development vs market position
Growth rate
Profitability
Risk
Market potential
Process efficiency
Cost advantages
Innovation ability
Licence relations
Adaptability
REL. EMPLOYEE QUALIFICATION
Proffesionalism and culture
Innovation climate
TOTAL
REL. PRODUCT POTENTIAL
Potential increase of productivity
Environment friendly production
Delivery conditions
Innovation potential
1,0
Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index
RELATIVE COMPETITION ADVANTAGE
MARKETATTRACTIVENESS
A
C
B
low medium high
lowmediumhigh
Insert company vision
Is the process to reach the vision in
action ?
Which steps have already been
implemented to get it on it’s way?
Insert company vision
Which steps need to be done to
reach vision?
How can steps be implemented?
Insert company vision
Are there any obstacles to overcome?
How can these be circumuented?
Which goals can be deducted from
the companys’ visions and their
status quo ?
How can these goals be reached on
the short term? ( concrete steps and
measures )
Goals and targets
TARGET:
Enter your target
text here.
STATUS
Enter your
target text
here.
STATUS
Enter your
target text
here.
STATUS
TARGET: TARGET:
PROJECT PROJECT PROJECT PROJECTPROJECT
TARGET:
Enter your
target text
here.
STATUS
Enter your
target text
here.
STATUS
TARGET:
Enter your
target text
here.
STATUS
TARGET:
TARGETVALUEI.E.REVENUE
PRESENT PLANNING
HORIZON
Core
business
Development
limit
Potential core
business
New
business
STRATEGIC GAP
OPERATIVE GAP
TIME
Close connection to general economic
company objectives
Revenue / profitability
Profit contribution / return – on – investmet ( ROI )
Growth ( revenue / sales / profit )
Rationalizing
Capacities
Security ( risk distribution )
Market position / market share
Connecting to mental processes of
buyer ( purchase behavior )
Customer retention
Customer satisfaction
Name recognition
Attitude ( image / sympathy )
Repurchase rate
Level of distribution
Effects of knowledge
Strenght of purchase intention
Retention of the economic and legal independency, increasing
development of flexibility
Increase in sales, improvement of company image
Preparation of contract conclusions
Managing consumer data, raise
purchase interest, increasing
popularity of brand
RELEVANT MARKET Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
PRODUCTS TO BE
EVALUATED
GEOGRAPHICAL SCOPE
SELECTION METHOD FOR
EVALUATED PRODUCTS Placeholder
APPROACH
SURVEY METHOD
How are the research
objects defined?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
What is theoretical
benefit of measure?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
Where will the
objects be used?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
How frequently is the
survey conducted?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
What are the
estimated costs?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
How many employees
are surveyed?
This is a placeholder
text.
This is a placeholder
text.
This is a placeholder
text.
TASK TIMENO.
Description / Title XX days1.
2.
3.
4.
5.
6.
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Placeholder to add your text.
Summarize the results of
the survey
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CATEGORY 1
CATEGORY 2
CATEGORY 3
CATEGORY 4
Summarize the results of
the survey
CATEGORY 1
CATEGORY 2
CATEGORY 3
CATEGORY 4
Summarize the results of
the survey
CATEGORY 1
CATEGORY 2
CATEGORY 3
CATEGORY 4
Summarize the results of
the survey
CATEGORY 1
CATEGORY 2
CATEGORY 3
CATEGORY 4
PRICE
PERFORMANCE
highlow
low
high
“STUCK-IN-
THE-
MIDDLE”
Security
distance
I: OVER REACHING STRATEGYIII: PRICE / AMOUNT
STRATEGY
Outspacing
strategy
Outspacing
strategy
II: PREFERENCE STRATEGYIV: ADVANTAGE STRATEGY
Price / costs
Standard product
Limited need
Price elastic
Performance
Quality uniqueness
Specific need
Relatively price - inelastic
COST ADVANTAGEPERFORMANCE ADVANTAGE
COMPETITIVE ADVANTAGE
OVERALLMARKETSUB-MARKET
DEGREEOFCOMPETITION
Market
penetration
Product
development
Market
development
Diversification
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Customer individual market
development
Standardized market
development
Individualisation of customer
relationship
Levelofindividualisationofaproduct
Individualisation degree of
customer relationship
highlow
highlow
Individualisation of product
What is the central
orientation of the
marketing strategy
?
Concentration of
companys’ activities on
particularly attractive and
promising market
In which market is the
company active ?
How does the planning
process impact the
management and
employees? Who has to
contribute?
Determination of market
entry time in complience of
the previous development
and production effort
When will the
company become
active on the market ?
Product innovations
Product improvement
Product differentiation
Marking
Naming
Service performance
Assortiment planning
Packaging, etc.
Price
Price deduction
Rebates and discounts
Delivery conditions
Payment conditions
...
Media advertisement
Sales promotion
Direct marketing
Public relations
Sponsoring
Fairs
Exibitions
Employee communication
...
Distribution systems
Sales organization
Logistic systems
...
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look when you replace
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This is a placeholder
text. All phrases can be
replaced with your own
text.
Insert your own text here.
Insert your own text here.
This is a placeholder
text. All phrases can
be replaced with your
own text.
This is a placeholder text. All
phrases can be replaced with your
own text.
Insert your own text here.
Insert your own text here.
“Product”
“Place”
“Price”
“Physical facilities”
“Promotion”
“Process”
“Personnel”
Subcategories
of product line
Relatedness of products
within the category
Number of products
in one product line
Line 4
Line 1
Line 2
Line 3
0
5
10 0
5
10
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options.
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retain the same style
and format as the
placeholder text.
Briefly describe strenghts in relation to
customer satisfaction, competition, etc.
Weaknesses concerning product
quality, range of product line and
development potential.
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own text.
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own text.
This is a placeholder text.This text can be replaced with your
own text.
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own text.
This is a placeholder text.
Characteristic A1 ( opposing A2 )
Product Product
Characteristic B2 ( opposing B1 )
Product
Product
Product
Product
Characteristic A2 ( opposing A1 )
Product Product
Characteristic B1 ( opposing B2 )
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SALESANDPROFIT
Development Introduction Growth Maturity Saturation Degeneration Elimination If you don’t want to
use the style and
size of the font as
used in this
placeholder it’s
possible to replace it
by selecting different
options.
Your inserted text
will retain the same
style and format as
the placeholder
text.
Sensory characteristics of the product which could
be used for marketing ( such as smell, colors,
sounds, music, etc. )
Material, product design, jingle, sound, logo, audio
branding, etc.
Pictures or testimonials which can stir up emotions,
memories, desires and wishes of the customer
Active engagement with the product ( direct or
indirect ) for example via social media channels,
blogs, promotions, cultural events, sweeps takes
Marketing actions which invite customer to
interact, move, or use the product in ceratin way
SUPPORT
TECHNOLOGY
LANGUAGE
MANAGEMENT
FUNCTION
PRODUCT
DESIGN
ADVERTISING
IDENTITY
HISTORY
Warranty
Presentations
Press
releases
Direct
marketing
Print
products
Website
Social
networks
Place of
action
Testimonials / Brand
Ambassadors
Interactivity
Sensovial
experience
TALK
Style
Rhetoric
Wording
HISTORY
Tell stories
Show episodes
Shapes
SYMBOLS
Protagonists
Figures
Place of action
SENSORICS
Sensorial experience
Stimulation of senses
Noises / Colors
Product design Brand in relation to other
brands on the market
Difference in
performance compared
with competitive
offerings
Standarded quality No specials, action prices
or sales
No specials, action prices
or sales
Perception and recognition
of product on market
through advertising
1 2
Packaging
Trademark
3
4
Consistency high quality
5 6 7
CORPORATE
DESIGN
APPEARANCE : logos,
fonts, color, layout.
BEHAVIOR FROM
INSIDE TO OUTSIDE: to
employees, customers
and suppliers
CORPORATE
COMMUNICATION
CORPORATE
BEHAVIOR
INTERNAL AND EXTERNAL CORPORATE
COMMUNICATION: press releases, ads,
posters, TV, spots, staff newspaper, customer
magazine, website, banners, company
celebration, trade and show appearance,
packing design
Education &
Training
Payment
terms
On-site
service
Customer
support
Guarantee
warranty
Maintenance &
care
Construction &
installation
Free
delivery
CUSTOMER BENEFIT
( product related service )
ACTUAL BENEFIT
( product appearance )
EXTEND PRODUCT
( product related service )
STARS
MARKETGROWTHRATE
RELATIVE MARKET SHARE
lowhigh
highlow
QUESTION MARKS
POOR DOGSCASH COW
Product
Product
Product
Product
Product
Product
Product
Product
The size of bubble represent revenue / volume
10
5
0
2 1 0
Product
RELATIVE COMPETITION ADVANTAGE
MARKETATTRACTIVENESS
low
low
medium
medium
high
high
INVESTMENT OR
RETREAT
INVESTMENT KEEP MARKET
LEADERSHIP
ABSORPTION AND
GRADUAL DIVESTMENT
TRANSITION GROWTH
DIVESTMENT ABSORBTIONABSORPTION AND
GRADUAL DIVESTMENT
Row
1
2
3
4
5
6
7
8
9
10
Market
relationship
value in
rows
Relative
weight
Weights
importance
Direction of improvement
Columns 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Competitive analysis
Placeholder1
Placeholder2
Placeholder3
Placeholder4
Placeholder5
Placeholder6
0 1 2 3 4 5
Target or limit value
Difficulty
Max relationship value in columns
Weight / Importance
Relative weight
WEAK
RELATIONSHIP
+ +
POSITIVE CORELATION+
NEGATIVE CORELATION-
STRONG NEGATIVE
CORRELATION
Objective is to minimize
Objective is to maximize
Objective is to targetx
STRONG POSITIVE
CORRELATION
lowhigh
low high
Product
Product
Product
Traditional approach with the
lowest possible price for the
product.
Target specific
customer through
high price level.
Price of the service
correspond exactly to
the customer value.
TIME
PRICE
Low price strategy ( promotion price strategy )
“Follow the free” strategy
Penetration strategy
Absorbtion strategy ( skimming price strategy )
Premium price strategy
INTRODUCTION
MILESTONE
MILESTONE MILESTONE
MILESTONE
PRICE
SALES
B
A C
UNIT COST YOUR PRICE
YOUR
PROFITS
YOUR
SALES
lost profits
DESCRIPTION
Logistic, travel time,
costs, price difference
DESCRIPTION
You can insert your text
here.
DESCRIPTION
You can insert your text
here.
DESCRIPTION
You can insert your text
here.
DESCRIPTION
You can insert your text
here.
Locally or online
Respective fees for company
and / or customer
Does the time of order / delivery
coincide with payment ?
This is a placeholder
text.
This is a placeholder text. This is a placeholder text.
This is a placeholder text. This is a placeholder text. This is a placeholder text.
This is a placeholder text. This is a placeholder text. This is a placeholder text.
This is a placeholder text. This is a placeholder text. This is a placeholder text.
Attracting new
customers
Attracting new
customers
Attracting new
customers
Attracting new
customers
Increase brand
recognition
Lead generation Product
differantiation
Influence
decision makers
REACHREACH
ABOVE THE LINE
Classical
marketing |
recognizable
for everybody
BELOW THE LINE
Alternative
marketing |
mainly visible
only for
targeted group
Low frequency Medium frequency High frequency
HIGH PRIORITY MEDIUM PRIORITY LOW PRIORITY
TV
PRINT
Event
marketing
Sponsoring
SEO
Online
marketing
Public
Radio
PR
Mobile
marketing
Fairs &
exibitions
Direct
marketing
Product
placement
Cinema
Action / measure Medium Scope
TV spot ( example )
TV stations
A, B, C, D
Geographic
& frequency
Targeted group Frequency
Definition
Contacts /
Person
BudgetGRP CPM
240 GRP
Gross rating
point
xx.xx. $ xx.xx. $ - cost
per mile
If you want to replace this placeholder you need to click
on the placeholder text and insert your own text.
Task 1
Task 2
Task 3
Task 4
Task 5
Name / initials
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on the placeholder text and insert your own text.
This text can be replaced with your own text.
If you want to replace this placeholder you need to click
on the placeholder text and insert your own text.
This text can be replaced with your own text.
CONTACTS
Frequency of addressing
the target persons
INTENSITY
The number of applied
media ( mediamix )
REPETITION
Frequency and timely intervals of
the contacts.
DOMINANCE
Size, formats, advertising
and spot lenghts
IMPACT
Design of advertising
RANGE
Percentage of the reached
target group
LOCAL REGIONAL NATIONAL INTERNATIONAL MULTINATIONAL GLOBAL
Integrationadvantage
Differentiation advantage
highlow
highlow
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replaced with your own
text.
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placeholder text.
PRODUCTION DISTRIBUTION RETAIL CUSTOMER
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text.
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retain the same style
and format as the
placeholder text.
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placeholder text.
MANUFACTURER WHOLESALER RETAILER CUSTOMER
EXPENCE ITEM Product 1 TOTAL
Public relation
Product 2 Product 3 Product 4
Advertisement
Cost of supplies
OVERALL EXPENDITURE
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $
xx $ xx $ xx $ xx $ xx $
TASK TIMENO.
Description / Title XX days1.
2.
3.
4.
5.
6.
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Description / Title XX days
Placeholder to add your text.
TASK A TASK C
TASK B
TASK F
TASK 3
TASK D
TASK 3
TASK 3
TASK 6
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Your inserted text will
retain the same style and
format as the placeholder
text.
Sales(000Thousands)
Month
sales
marketing expense
jan feb mar apr may jun jul aug sep oct nov dec
10
20
30
40
50
60
70
80
90
100
110
120
0
OPPORTUNITY
Characteristic A1 ( positive, opposing A2 )
STRONG CHANGE
STAGNACY THREAT
Scenario 1
Characteristic B2 ( intense, opposing B1 )
Characteristic A2 ( negative, opposing A1 )
Scenario 3
Characteristic B1 ( moderate, opposing B2 )
Scenario 2
Political, economical
or socio-cultural
opportunities
affecting your
strategy
Political, economical
or socio-cultural
opportunities
affecting your
strategy
Marketing Plan

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Marketing Plan

  • 1.
  • 2.
  • 3. List the reasons why it is important for your company to create a marketing plan Possible reasons could be: New company, new products, new distribution strategy, or the reorganization of marketing Continuation of working on marketing strategy Insert the company’s goals and objectives for the planning process How does the planning process impact the management and employees? Who has to contribute? To which over-arching strategies and/or company values does this marketing plan need to adhere to? How does this plan contribute to the implementation of these strategies and values?
  • 4. Pricesily specify your planned products or sevices in a few words only. Also mention specific functions / characteristics of the product or service – define the customer benefits. The key compentences of your company / product are equivalent to it’s sustainable competitive advantages ( USP – Unique Selling Proposition ). List your competitive advantages / USP here. Outline the needed resources ( personnel / HR, funds, material, supply chain, premises, etc. ) Try to sum up the total amount of the needed capital expenditures. Start your marketing plan with your company’s most important goals and objectives. Use the SMART principle ( Specific – Measurable – Adjustable – Realistic – Time Phased ). USP – it is a description of the qualities that are unique to a particular product or service and that differentiate it in a way which will make customers purchase it rather than its rivals.
  • 5. A vision statement says what the organization wishes to be like in some years’ time. Your company main value e.g. We strive to excellence in our employees e.g. We assume our environmental responsibilities. ( Include goals based on key competences) MAIN VALUE COMPETENCE COMPETENCE VALUE PLACEHOLDERVALUE TERMKEYWORD
  • 6.
  • 7. Domestic and foreign policy directly or indirectly affecting economical interests e.g. tax policy, labour law, trade restrictions, tariffs, and political stability Important economical factors influenced a company’s market and core business e.g. economic growth, interest rates, exchange rates, inflation rate, unemployment, etc. Trends in social factors affecting the demand for a company’s products and how that company operates. e.g. cultural aspects such as health consciousness, population growth, age distriution, career attitutes and emphasis on safety. Technological factors affecting production and innovation level involving: Reshearh and development, automation, techonology incentives, rate of tehcnological change, technological shifhts, barriers to entry, etc. Ecological and environmental factors affecting companies operations and products ( growing awarenss ). e.g. environmental law, environmental protection, weather, climate, climate change, etc. State legal factors affecting the comapny operations, costs, and product demands. e.g. discrimination law, consumer law, antitrust law, employmwnt law, and health and safety law
  • 8. Placeholder for your text Placeholder for your text Placeholder for your text
  • 9. List of suppliers and provided goods / resources Important information on suppliers Subcontractors of your suppliers 6R, purchasing, disposition, incoming goods accounting Information production process, involved parties, resources and benefits Final destination of the products Target group Customer satisfaction
  • 11. [ C ] Critical [ 0 ] Non exist [ + ] Perfect [ o ] Normal [ 1 ] Low [ 2 ] Medium [ 3 ] Intensive DESIGN ENGINEER FTL LEAD ENGINEER DESIGN ENGINEER CUSTOMER REFERENCE CALCULATION ATTEMP CONSTRUCTION ATTEMP SUPPLIER CALCULATION INTRANET INTERNET DB DESIGN ENGINEER
  • 12.
  • 13. Describe in this placeholder your target markets. Say what group of customers you want to market your product or service. Market for cunsumer goods, producer goods or services ? Which products or services will be offered to the target group ? Business – 2 – Business or Business – 2 – Customers ? Geographical locallozation Demand and buying motive New market or well - established market ? Competition and planned market position If you have more than one target market you ideally will have to tailor your marketing mix for each one of your target markets.
  • 14.
  • 16. Number of competitors, quality differences, other differences, switching costs, customer loyalty, costs of leaving market, etc. Time and cost of entry, specialist knowledge, economics of scale, cost advantages, techonoly protection, barriers to entry, etc. Number of suppliers, size of suppliers, uniqueness of service, your ability to substitute, cost of changing, etc. Number of customers, scope of orders, differencees between competitors, price sensitivity, ability to substitute, cost of changing, etc. Substitute performance, cost of change.
  • 17. Estimated customers Important competitors Estimated customers Important competitors Estimated customers Important competitors Estimated customers Important competitors Estimated customers Important competitors
  • 18. TIME AMOUNT / VALUE Market volume Sales volume provider A PERIOD 4PERIOD 3PERIOD 1 PERIOD 2 1 5 6 3 2 4 Sales volume provider B Sales volume provider C MARKET GROWTH
  • 19. CAUSE 1 CAUSE 3CAUSE 2 CAUSE 4 CAUSE 6CAUSE 5 ( innovation, PEST factors, event, etc. ) ( innovation, PEST factors, event, etc. ) ( innovation, PEST factors, event, etc. ) ( innovation, PEST factors, event, etc. ) ( innovation, PEST factors, event, etc. ) ( innovation, PEST factors, event, etc. )
  • 20. 0,00 % 0,00 % 0,00 % 0,00 % 0,00 % 0,00 % PRODUCT NAME AND FUNCTION PRODUCT NAME AND FUNCTION PRODUCT NAME AND FUNCTION PRODUCT NAME AND FUNCTION PRODUCT NAME AND FUNCTION PRODUCT NAME AND FUNCTION COMPANY 1 COMPANY 2 COMPANY 3 COMPANY 4 COMPANY 5 COMPANY 6
  • 21.
  • 22. This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 23. This is a placeholder text. This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. The text demonstrates how your own text will look when you replace the placeholder with your own text.
  • 24. Characteristics: Core motive: FEATURE A FEATURE B INDIVIDUAL Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor inciduteter ut labore et dolore magna aliqua. Characteristics: Core motive: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor inciduteter ut labore et dolore magna aliqua. Characteristics: Core motive: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor inciduteter ut labore et dolore magna aliqua.
  • 26. low low medium medium high high A-Type customer B-Type customer C-Type customer A A A B B B C C C This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text. CUSTOMER CUSTOMER CUSTOMER CUSTOMER CUSTOMER CUSTOMER
  • 27. Customers who bought after they reclaimed. Orders or purchases reclaimed. Customers who reclaimed. Customers who bought multiple times. This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 28. Feedback on products or services. Feedback on products or services. Feedback on products or services. Feedback on products or services. Feedback on products or services. Feedback on products or services. Feedback on products or services. Feedback on products or services.
  • 29. CRITERIA / REQUIRMENT EXPECTATION WEIGHT [ W ( 0-1 ) ] DEGREE OF FULLMENT [ E ] VALUE NO. POOR GOOD EXCELLENTAVERAGE 1 2 3 4 5 6 7 8 9 10 This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text. TOTAL SCORE [ W ] * [ E ]
  • 30. 1 2 2 2 3 3 4 4 5 6 6 7 7 10 8 18 9 16 10 12 DETRACTORS PASSIVES PROMOTORS This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text. NET PROMOTOR SCORE + 5 % PROMOTORS - % DETRACTORS
  • 31. Sum up the most important features of your target group. e.g. age, sex, income, consumer behaviour, etc. Milleu, living situation, mobility, political orientation, values, interests, etc. This is a placeholder text. This text can be replaced with your own text. BUYING MOTIVATION This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text.
  • 32. Shortcomings Reasons / Explanations MeasuresNO. Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures 1 Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures2 Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures3 Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures4 Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures5 Shortcomings of the customer satisfaction service Problem description and reasons Improvement measures6
  • 33. TASK TIMENO. Description / Title XX days1. 2. 3. 4. 5. 6. JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Placeholder to add your text.
  • 34.
  • 35. Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer Name the most relevant strenght of the competitor Concentrate on the strenghts relevant to the consumer
  • 36. COMPETITOR 1 ( logo ) What are potential objectives of this competitor Think of marketing achievements or product innovations likely to happen in the near future COMPETITOR 2 ( logo ) COMPETITOR 3 ( logo ) Think of ways for your competitor to reach three potential goals. What will be the next step? What are potential objectives of this competitor Think of marketing achievements or product innovations likely to happen in the near future What are potential objectives of this competitor Think of marketing achievements or product innovations likely to happen in the near future Think of ways for your competitor to reach three potential goals. What will be the next step? Think of ways for your competitor to reach three potential goals. What will be the next step?
  • 37. CRITICAL RESOURCES ( PERFORMANCE POTENTIAL ) NO. POOR MODERATE COMPETITOR ONE TOTAL Product line x Research and development Productivity increase potencial Sales market ( market share ) Marketing concept Finance situation Production Raw materials and energy Location Cost situation differentation Quality of management Leading systems 1 2 6543 POOR MODERATE OWN COMPANY 1 2 6543 POOR MODERATE COMPETITOR TWO 1 2 6543 1 2 GOOD 10987 P 109876543 1 2 GOOD 10987 P 109876543 2 GOOD 10987 P 1098765431 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.
  • 38.
  • 39. Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees Impact on thinking, acting and planning of the company and it’s employees
  • 40. MARKETING SALES DEVELOPMENT PRODUCTION ADMIN FINANCE MANAGEMENT ASSISTANCE
  • 41. SUPPORTACTIVITIES MAIN ACTIVITIES This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 42. Instalations Interior Liquidity Reserves Equipment Possibilities to raise capital Staff situation Education Staff development Quality of leadership Business experience Age structure Sort Actuality Complexity Insert description and notes in key words
  • 43. Brand image of company, separate product brands Positioning of company market share of provider od product brands Capital resources Number of employees, structure qualification and motivation Location quality Distribution organization Relation to cooperation and distribution partner Number of customers Credit status Infrastructure Business locations Distribution in target area Customer potential Customer retention ( loyalty vs fluctuation )
  • 44. Research / Development Know How Patent Development status Marketing concept Standards Brands Technology Capacity Productivity Insert description and notes in key words. Insert description and notes in key words. Insert description and notes in key words.
  • 45. Procurement systems Supplier relationship Purchasing power Insert description and notes in key words. Capital requirements Investment intensity Organization Value chain Insert description and notes in key words. Insert description and notes in key words.
  • 46. DEVELOPMENT INCEPTION MAINTANANCE MOTIVATION Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Factors of influence on your marketing strategy related to changing world of work Factors of influence on your marketing strategy related to labour unions Factors of influence on your marketing strategy related to legislation Factors of influence on your marketing strategy related to management practicies
  • 47. Environment related tasks For replacing the placeholder text you need to click on the placeholder text and insert your own text Economy related tasks For replacing the placeholder text you need to click on the placeholder text and insert your own text Society related tasks For replacing the placeholder text you need to click on the placeholder text and insert your own text
  • 48. PHASE 1 Identify the improvement PHASE 2 Analyze the process PHASE 3 Develop the optimal solution PHASE 4 Implement solution PHASE 5 Check the implementation of the solution PHASE 6 Standardize the solution PHASE 7 Plan for future 2 3 45 6 7 1
  • 49. Experience, staff, production and management processes Patents, copyright, design rights, trademarks, etc. Capital, goods, resources, real estate, production plants, stock, etc. Insert description and notes in key words. Insert description and notes in key words. Insert description and notes in key words.
  • 50. II COMPETENCE GAPS I COMPETENCE STANDARDS III STRATEGICALLY RELEVANT KEY COMPETENCIES IV COMPETENCE POTENTIAL EXTERNAL ANALYSIS – VALUE OF EXPERTISE low high lowhigh INTERNALANALYSIS–CUSTOMERVALUE This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text. Skill One Skill Three Skill Two
  • 51. not satisfied satisfied highly satisfied CUSTOMER lowmediumhigh INCREASEINVALUE
  • 52. 1 2 3 4 Identification of companies specific success factors Derivation of evaluation criteria Weighing of evaluation criteria ( optional ) Determination of evaluation scale Identification of all participants Evaluation of criteria in relation to competitors Discussion on extreme values ( positive / negative ) Significant strenght and weaknesses Creating improvement suggestions Catalogue of resulting measures
  • 53. 1 2 3 4 5 Range of service Pricing Image Market share Market growth Sales development Distribution Sales network Complaint management Advertising Sensitivity to economic situations Adherence of schedules Customer structure Order processing Customer service Market research Sales representatives Sales planning Market cultivation Customer loyalty
  • 54. SUCCESS FACTOR EVALUATION Range of service Pricing Image Market share Market growth Sales development Distribution Sales network Complaint management Advertising Sensitivity to economic situations Adherence of schedules Customer structure Order processing Customer service Market research Sales representatives Sales planning Market cultivation Customer loyalty WEIGHING LOW MEDIUM HIGH POOR NEUTRAL GOOD 09 9 Insert spheres depending on characterics Insert spheres depending on characterics 8 7 6 5 4 3 2 1 87654321
  • 55. CRITERIA Opportunities Threats Market situation Market structure Market potential / Market volume Customer structure Competitor Environment / frame conditions Strenght Weakness Laws / Taxes Society Ecology Techonological development Product range Prices Organization / Management Cash flow Locations Marketing perfromance Innovation ability Financial resources x x x x x x x x x x x x x x x x
  • 56.
  • 57. Enter your text here.Enter your text here. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Enter your text here.Enter your text here. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options.
  • 58. Strategic objective for s-b: Pursuit of new opportunities that match the company’s strenght. Strategic objective for w-o: Strategic objective for s-t: Strategic objective for w-t: Eliminate weaknesses to exploit new opportunities. Strenghts to ward off threats. Defense strategies as targets for threats.
  • 59. MARKET GROWTH MARKET QUALITY Profitability of branch Tolerance for price policy ENERGY / ACCOMODATION Interference of accomodation Influence on profitability Technological level Protectability of know how Intensity of investments Intensity / structure of competition Structure of potential costumer Entry barriers Distribution requirements Variability of competition conditions Substitution possibilities Existence of alternatives ENVIRONMENT SITUATION Economic dependency Inflation effects Dependency on legislation Dependency on public Risk of public interference Pollution of nature TOTAL 1,0 Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index
  • 60. Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index REL. MARKET POSITION Market share Size and financial power REL. R & D POTENTIAL Status of research Development vs market position Growth rate Profitability Risk Market potential Process efficiency Cost advantages Innovation ability Licence relations Adaptability REL. EMPLOYEE QUALIFICATION Proffesionalism and culture Innovation climate TOTAL REL. PRODUCT POTENTIAL Potential increase of productivity Environment friendly production Delivery conditions Innovation potential 1,0 Criteria Weigh Coeff. ( 0,0 – 1,0 ) Index
  • 62.
  • 63.
  • 64. Insert company vision Is the process to reach the vision in action ? Which steps have already been implemented to get it on it’s way? Insert company vision Which steps need to be done to reach vision? How can steps be implemented? Insert company vision Are there any obstacles to overcome? How can these be circumuented? Which goals can be deducted from the companys’ visions and their status quo ? How can these goals be reached on the short term? ( concrete steps and measures ) Goals and targets
  • 65. TARGET: Enter your target text here. STATUS Enter your target text here. STATUS Enter your target text here. STATUS TARGET: TARGET: PROJECT PROJECT PROJECT PROJECTPROJECT TARGET: Enter your target text here. STATUS Enter your target text here. STATUS TARGET: Enter your target text here. STATUS TARGET:
  • 67. Close connection to general economic company objectives Revenue / profitability Profit contribution / return – on – investmet ( ROI ) Growth ( revenue / sales / profit ) Rationalizing Capacities Security ( risk distribution ) Market position / market share Connecting to mental processes of buyer ( purchase behavior ) Customer retention Customer satisfaction Name recognition Attitude ( image / sympathy ) Repurchase rate Level of distribution Effects of knowledge Strenght of purchase intention
  • 68. Retention of the economic and legal independency, increasing development of flexibility Increase in sales, improvement of company image Preparation of contract conclusions Managing consumer data, raise purchase interest, increasing popularity of brand
  • 69.
  • 70.
  • 71. RELEVANT MARKET Placeholder Placeholder Placeholder Placeholder Placeholder PRODUCTS TO BE EVALUATED GEOGRAPHICAL SCOPE SELECTION METHOD FOR EVALUATED PRODUCTS Placeholder APPROACH SURVEY METHOD
  • 72. How are the research objects defined? This is a placeholder text. This is a placeholder text. This is a placeholder text. What is theoretical benefit of measure? This is a placeholder text. This is a placeholder text. This is a placeholder text. Where will the objects be used? This is a placeholder text. This is a placeholder text. This is a placeholder text. How frequently is the survey conducted? This is a placeholder text. This is a placeholder text. This is a placeholder text. What are the estimated costs? This is a placeholder text. This is a placeholder text. This is a placeholder text. How many employees are surveyed? This is a placeholder text. This is a placeholder text. This is a placeholder text.
  • 73. TASK TIMENO. Description / Title XX days1. 2. 3. 4. 5. 6. JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Placeholder to add your text.
  • 74. Summarize the results of the survey This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text. CATEGORY 1 CATEGORY 2 CATEGORY 3 CATEGORY 4 Summarize the results of the survey CATEGORY 1 CATEGORY 2 CATEGORY 3 CATEGORY 4 Summarize the results of the survey CATEGORY 1 CATEGORY 2 CATEGORY 3 CATEGORY 4 Summarize the results of the survey CATEGORY 1 CATEGORY 2 CATEGORY 3 CATEGORY 4
  • 75.
  • 76. PRICE PERFORMANCE highlow low high “STUCK-IN- THE- MIDDLE” Security distance I: OVER REACHING STRATEGYIII: PRICE / AMOUNT STRATEGY Outspacing strategy Outspacing strategy II: PREFERENCE STRATEGYIV: ADVANTAGE STRATEGY
  • 77. Price / costs Standard product Limited need Price elastic Performance Quality uniqueness Specific need Relatively price - inelastic COST ADVANTAGEPERFORMANCE ADVANTAGE COMPETITIVE ADVANTAGE OVERALLMARKETSUB-MARKET DEGREEOFCOMPETITION
  • 78. Market penetration Product development Market development Diversification This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 79. Customer individual market development Standardized market development Individualisation of customer relationship Levelofindividualisationofaproduct Individualisation degree of customer relationship highlow highlow Individualisation of product
  • 80. What is the central orientation of the marketing strategy ? Concentration of companys’ activities on particularly attractive and promising market In which market is the company active ? How does the planning process impact the management and employees? Who has to contribute? Determination of market entry time in complience of the previous development and production effort When will the company become active on the market ?
  • 81. Product innovations Product improvement Product differentiation Marking Naming Service performance Assortiment planning Packaging, etc. Price Price deduction Rebates and discounts Delivery conditions Payment conditions ... Media advertisement Sales promotion Direct marketing Public relations Sponsoring Fairs Exibitions Employee communication ... Distribution systems Sales organization Logistic systems ...
  • 82. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text.
  • 83. This is a placeholder text. All phrases can be replaced with your own text. Insert your own text here. Insert your own text here. This is a placeholder text. All phrases can be replaced with your own text. This is a placeholder text. All phrases can be replaced with your own text. Insert your own text here. Insert your own text here.
  • 85.
  • 86. Subcategories of product line Relatedness of products within the category Number of products in one product line Line 4 Line 1 Line 2 Line 3 0 5 10 0 5 10 This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 87. Briefly describe strenghts in relation to customer satisfaction, competition, etc. Weaknesses concerning product quality, range of product line and development potential. This text can be replaced with your own text. This text can be replaced with your own text. This is a placeholder text.This text can be replaced with your own text. This text can be replaced with your own text. This is a placeholder text.
  • 88. Characteristic A1 ( opposing A2 ) Product Product Characteristic B2 ( opposing B1 ) Product Product Product Product Characteristic A2 ( opposing A1 ) Product Product Characteristic B1 ( opposing B2 ) This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 89. SALESANDPROFIT Development Introduction Growth Maturity Saturation Degeneration Elimination If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 90. Sensory characteristics of the product which could be used for marketing ( such as smell, colors, sounds, music, etc. ) Material, product design, jingle, sound, logo, audio branding, etc. Pictures or testimonials which can stir up emotions, memories, desires and wishes of the customer Active engagement with the product ( direct or indirect ) for example via social media channels, blogs, promotions, cultural events, sweeps takes Marketing actions which invite customer to interact, move, or use the product in ceratin way
  • 92. TALK Style Rhetoric Wording HISTORY Tell stories Show episodes Shapes SYMBOLS Protagonists Figures Place of action SENSORICS Sensorial experience Stimulation of senses Noises / Colors
  • 93. Product design Brand in relation to other brands on the market Difference in performance compared with competitive offerings Standarded quality No specials, action prices or sales No specials, action prices or sales Perception and recognition of product on market through advertising 1 2 Packaging Trademark 3 4 Consistency high quality 5 6 7
  • 94. CORPORATE DESIGN APPEARANCE : logos, fonts, color, layout. BEHAVIOR FROM INSIDE TO OUTSIDE: to employees, customers and suppliers CORPORATE COMMUNICATION CORPORATE BEHAVIOR INTERNAL AND EXTERNAL CORPORATE COMMUNICATION: press releases, ads, posters, TV, spots, staff newspaper, customer magazine, website, banners, company celebration, trade and show appearance, packing design
  • 95. Education & Training Payment terms On-site service Customer support Guarantee warranty Maintenance & care Construction & installation Free delivery CUSTOMER BENEFIT ( product related service ) ACTUAL BENEFIT ( product appearance ) EXTEND PRODUCT ( product related service )
  • 96. STARS MARKETGROWTHRATE RELATIVE MARKET SHARE lowhigh highlow QUESTION MARKS POOR DOGSCASH COW Product Product Product Product Product Product Product Product The size of bubble represent revenue / volume 10 5 0 2 1 0 Product
  • 97. RELATIVE COMPETITION ADVANTAGE MARKETATTRACTIVENESS low low medium medium high high INVESTMENT OR RETREAT INVESTMENT KEEP MARKET LEADERSHIP ABSORPTION AND GRADUAL DIVESTMENT TRANSITION GROWTH DIVESTMENT ABSORBTIONABSORPTION AND GRADUAL DIVESTMENT
  • 98. Row 1 2 3 4 5 6 7 8 9 10 Market relationship value in rows Relative weight Weights importance Direction of improvement Columns 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Competitive analysis Placeholder1 Placeholder2 Placeholder3 Placeholder4 Placeholder5 Placeholder6 0 1 2 3 4 5 Target or limit value Difficulty Max relationship value in columns Weight / Importance Relative weight WEAK RELATIONSHIP + + POSITIVE CORELATION+ NEGATIVE CORELATION- STRONG NEGATIVE CORRELATION Objective is to minimize Objective is to maximize Objective is to targetx STRONG POSITIVE CORRELATION
  • 99.
  • 100.
  • 101. lowhigh low high Product Product Product Traditional approach with the lowest possible price for the product. Target specific customer through high price level. Price of the service correspond exactly to the customer value.
  • 102. TIME PRICE Low price strategy ( promotion price strategy ) “Follow the free” strategy Penetration strategy Absorbtion strategy ( skimming price strategy ) Premium price strategy INTRODUCTION MILESTONE MILESTONE MILESTONE MILESTONE
  • 103. PRICE SALES B A C UNIT COST YOUR PRICE YOUR PROFITS YOUR SALES lost profits
  • 104.
  • 105. DESCRIPTION Logistic, travel time, costs, price difference DESCRIPTION You can insert your text here. DESCRIPTION You can insert your text here. DESCRIPTION You can insert your text here. DESCRIPTION You can insert your text here.
  • 106. Locally or online Respective fees for company and / or customer Does the time of order / delivery coincide with payment ? This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text. This is a placeholder text.
  • 107.
  • 108. Attracting new customers Attracting new customers Attracting new customers Attracting new customers Increase brand recognition Lead generation Product differantiation Influence decision makers
  • 109. REACHREACH ABOVE THE LINE Classical marketing | recognizable for everybody BELOW THE LINE Alternative marketing | mainly visible only for targeted group Low frequency Medium frequency High frequency HIGH PRIORITY MEDIUM PRIORITY LOW PRIORITY TV PRINT Event marketing Sponsoring SEO Online marketing Public Radio PR Mobile marketing Fairs & exibitions Direct marketing Product placement Cinema
  • 110. Action / measure Medium Scope TV spot ( example ) TV stations A, B, C, D Geographic & frequency Targeted group Frequency Definition Contacts / Person BudgetGRP CPM 240 GRP Gross rating point xx.xx. $ xx.xx. $ - cost per mile
  • 111. If you want to replace this placeholder you need to click on the placeholder text and insert your own text. Task 1 Task 2 Task 3 Task 4 Task 5 Name / initials This text can be replaced with your own text. If you want to replace this placeholder you need to click on the placeholder text and insert your own text. This text can be replaced with your own text. If you want to replace this placeholder you need to click on the placeholder text and insert your own text. This text can be replaced with your own text.
  • 112. CONTACTS Frequency of addressing the target persons INTENSITY The number of applied media ( mediamix ) REPETITION Frequency and timely intervals of the contacts. DOMINANCE Size, formats, advertising and spot lenghts IMPACT Design of advertising RANGE Percentage of the reached target group
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  • 114. LOCAL REGIONAL NATIONAL INTERNATIONAL MULTINATIONAL GLOBAL
  • 115. Integrationadvantage Differentiation advantage highlow highlow This text can be replaced with your own text. If you don’t want to use the style and size of the font as used in this placeholder it’s possible to replace it by selecting different options. Your inserted text will retain the same style and format as the placeholder text.
  • 116. Your inserted text will retain the same style and format as the placeholder text. PRODUCTION DISTRIBUTION RETAIL CUSTOMER This is a placeholder text. Your inserted text will retain the same style and format as the placeholder text. This is a placeholder text. Your inserted text will retain the same style and format as the placeholder text. This is a placeholder text. This is a placeholder text. Your inserted text will retain the same style and format as the placeholder text. MANUFACTURER WHOLESALER RETAILER CUSTOMER
  • 117.
  • 118. EXPENCE ITEM Product 1 TOTAL Public relation Product 2 Product 3 Product 4 Advertisement Cost of supplies OVERALL EXPENDITURE xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $ xx $
  • 119. TASK TIMENO. Description / Title XX days1. 2. 3. 4. 5. 6. JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Description / Title XX days Placeholder to add your text.
  • 120. TASK A TASK C TASK B TASK F TASK 3 TASK D TASK 3 TASK 3 TASK 6 Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text. Your inserted text will retain the same style and format as the placeholder text.
  • 121. Sales(000Thousands) Month sales marketing expense jan feb mar apr may jun jul aug sep oct nov dec 10 20 30 40 50 60 70 80 90 100 110 120 0
  • 122.
  • 123. OPPORTUNITY Characteristic A1 ( positive, opposing A2 ) STRONG CHANGE STAGNACY THREAT Scenario 1 Characteristic B2 ( intense, opposing B1 ) Characteristic A2 ( negative, opposing A1 ) Scenario 3 Characteristic B1 ( moderate, opposing B2 ) Scenario 2 Political, economical or socio-cultural opportunities affecting your strategy Political, economical or socio-cultural opportunities affecting your strategy