Marketing Management Plan Things always don’t go according to plan, so it’s important to revisit your plan regularly. The planning process itself is incredibly valuable, but if you don't review the plan regularly, it’s easy to lose focus. Continually revisit the plan and measure your progress.
Summary EXERCISE SUMMARY
When to Address Who Should Participate Where to Use the Results
While you’re working on your marketing plan & budget Marketing and sales leaders As you’re managing your marketing activities throughout the year
Why it’s Important
Revisit, revise and update your plan to keep focus.
What Builds Upon it
All of your marketing activities throughout the year
Timeframe to Completion Potential Business Impact Deliverable Next Steps
A few hours to a few days, depending on the work you’ve already completed and the level of detail you’re seeking
Medium to High – for all Marketing Plan exercises
You’ll create your plan update schedule. You’ll write your final marketing plan.
Target Completion Date
PARTICIPANTS
Marketing Plan Next Steps & Review Dates
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PARTICIPANTS TASKS
PERSON RESPONSIBLE
DUE DATE
Notes
Marketing Plan Next Steps & Review Dates
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Marketing Management Plan
What to Complete
1. CREATE MARKETING MANAGEMENT PLAN
Where it Fits in Marketing Plan & Budget Determine Marketing Plan Scope Establish Strategic Goals Establish Numeric Goals Define Competitive Positioning Define Brand Strategy Explain Product and Pricing Strategies Input Numeric Goals by Category Calculate Number of Leads Required Describe Distribution Strategy Outline a Direct Sales Plan Identify Sales Tools & Literature Outline Strategic Partnerships to Pursue Create Customer Retention Plan Identify and Describe Marketing Campaigns Develop Marketing Budget Create Marketing Management Plan Write Final Marketing Plan Document
1. CREATE MARKETING MANAGEMENT PLAN Chances are you’ll launch different and new marketing campaigns from some that you’ve outlined in your plan; your goals may change, and the number of leads required will change. That’s normal, so it’s a good idea to set a regular schedule to update your plan. What sections should you revisit?
Marketing Plan Next Steps & Review Dates
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SECTION
REVIEW TIMEFRAME
PERSON RESPONSIBLE
Are there any key milestones or events that would require you to come back to this plan and readjust? It also helps to set a schedule to review the plan and your progress against goals throughout the year. At those times you can revise your strategies as needed. PLAN REVIEW DATE
PEOPLE INVOLVED
UPDATE COMPLETED?
Yes Yes Yes Yes
Marketing Plan Next Steps & Review Dates
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