Know-How Exchange : Strategy

Hi Jaccoach,

Marketing Plan Pro from Palo Alto Software. Been around for years.

https://www.paloalto.com/ps/MP/?nid=3323&ac=sampleedit-MPP-S3323&affiliate=...

I hope that helps.

I always recommend a book called The Portable MBA in Marketing.

Palo Alto Software provides a good set of templates and similar tools.

There are many others you can find.

Here is an extract from one of my plan's Table of Contents with specific information disguised . . . every plan is different and some of this won't be relevant . . . but I hope it helps.

There are course no indents but the outline numbers should help you follow it:

1. Executive Summary
2. Statement Of Situation
3. Sources Of Information For This Plan
4. About Acme
5. ACME and The XXXX Marketplace
a. The XXXX Marketplace
b. State Of Category Adoption In The xxxx Industry
c. The Constituency of the Marketplace
1). Primary Targets
2). Secondary Targets
3). The Size Of The North American XXXX Industry Software Marketplace
d. Structure Of The North American XXXX Industry
e. Recent Market Behavior
f. Potential
g. Market Opportunity
6. Market Share
a. Revenue Goal
b. Revenue Elements
c. Primary Revenue Stream
d. Secondary Revenue Stream
e. Projections
7. Competitive Analysis
a. Competitor 1
1). Competitor 1 Competitive Advantages
2). ACME's Competitive Advantage
b. Competitor 2
1). Competitor 2’sCompetitive Advantages
2). ACME's Competitive Advantage
8. Perceived Critical Factors To Success
9. Marketing Strategy
a. Strategic Marketing Goal
b. Objectives
c. Basic Marketing Statements
1). Vision Statement
2). Mission Statements
d. Positioning
1). Target Markets
e. Basic Market and Price Segmentation Strategy
f. Differentiation
g. SWOT Analysis
h. Market Segments
1). Small Businesses
a). Characterized
b). Needs Analysis
c). Requirements
d). Target Product
e). Channels Of Distribution
2). XXXX Managers
a). Size Of Segment
b). Characterized
c). Needs Analysis
d). Requirements
e). Target Product
f). Channels Of Distribution
3). XXXX Corporation
a). Size Of Segment
b). Characterized
c). Needs Analysis
d). Requirements
e). Channels Of Distribution
10. Pricing
11. Tactics
a. Core Tactical Program
1). Advertising
2). Web
3). Collateral
4). PR
5). Trade show
12. Sales Forecasts And Strategies By Segment
a. Overview
b. The ACME Sales Cycle Phases
c. The Current Sales Situation
d. Sales Cycle Phase/Segment/Tactics Matrix
13. Products
a. Product Features
b. Services
14. Partnerships
15. The Marketing Budgets
a. BUDGET WORKSHEET

try marketing pilot with the combination of paloalto softwares