Professional Documents
Culture Documents
8 STEPS
SUCCESS
OF A
3° NIVEL
Explore other These 8 steps steps can be JERARQUIA
opportunities – make sure you carried out in
are covering varied priorities
The ideal marketing plan needs to be a living, breathing and customized document. It is the single document
that is at the core of all of your marketing objectives, strategies and tactics. In an effort to help you craft the
perfect, and most importantly, realistic marketing plan for your company, try using our 8 Steps:
Step 1: Executive Summary This section is an overview of the problem or strategic goals and a simple, direct
summation of the marketing plan’s objective and strategies.
Step 2: Situation Analysis This includes competitive research, market analysis, SWOT, summaries of cultural
trends and issues, recent performance, problems, opportunities and strategies.
Step 3: Sales Analysis/Forecast Where deemed necessary, marketing plans may not be built on just generating
sales, but on attaining leads, building social media communities or creating in-store or web traffic. Whatever
your measurement, we strongly believe establishing a “baseline” against which to measure your achievement.
Step 4: Marketing Objectives These are specific objectives based on identified opportunities. Try to make these
objectives measurable and attainable.
Step 5: Marketing Strategy How do you intend to achieve these objectives? In this section, outline your
channels, marketing tactics, creative messaging, etc.
Step 6: Implementation Outline in detail your rollout or execution of the strategy. These are actions needed to
achieve the objectives, with dates, responsibilities and details on how success will be measured.
Step 7: Review Since all plans are unique, all other considerations must be discussed, addressed or resolved
before putting the plan into action. These could include risks, contingencies, the need for internal support,
distribution channel issues or other similar topics that need to be identified or addressed.
Step 8: Budget What will each phase of the plan cost? Without a realistic budget that is outlined in detail, you
are only asking for trouble!