Marketing Plan Outline

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I often get ask about marketing plans.  What is a marketing plan?  How do I write one?  A marketing plan is somewhat like a business plan, with a few differences.  Like a business plan; marketeing plans has an executive summary, company summary, implementation summary and financials. Depending on the nature of your plan you add detail or take it away to suit your needs.

You’ll want to customize your plan based what type products or services you are selling. Although the outline does change in some respects as a result, this is a good standard sample outline for a basic marketing plan.

Marketing plan outline

1.0 Executive Summary

2.0 Situation Analysis

2.1 Market Summary

2.1.1 Market Demographics
2.1.2 Market Needs
2.1.3 Market Trends
2.1.4 Market Growth

2.2 SWOT Analysis

2.2.1 Strengths
2.2.2 Weaknesses
2.2.3 Opportunities
2.2.4 Threats

2.3 Competition
2.4 Services
2.5 Keys to Success
2.6 Critical Issues
2.7 Channels
2.8 Macroenvironment

3.0 Marketing Strategies

3.1 Mission
3.2 Marketing Objectives
3.3 Financial Objectives
3.4 Target Marketing
3.5 Positioning
3.6 Strategy Pyramids
3.7 Marketing Mix

3.7.1 Services and Service Marketing
3.7.2 Pricing
3.7.3 Promotion
3.7.4 Service
3.7.5 Channels of Distribution

3.8 Marketing Research

4.0 Financials, Budgets, and Forecasts

4.1 Break-even Analysis
4.2 Sales Forecast

4.2.1 Sales Breakdown 1
4.2.2 Sales Breakdown 2
4.2.3 Sales Breakdown 3

4.3 Expense Forecast

4.3.1 Expense Breakdown 1
4.3.3 Expense Breakdown 2
4.3.3 Expense Breakdown 3

4.4 Linking Sales and Expenses to Strategy
4.5 Contribution Margin

5.0 Controls

5.1 Implementation Milestones
5.2 Marketing Organization
5.3 Contingency Planning