Marketing Plan Checklist
4.8/5 with 89 votes
Table of Contents
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- Information Inputs
- Determine origin and objectives.
- Determine any objectives, guidelines or constraints imposed by management.
- State the size of the market in terms of units and dollars.
- Identify the type(s) of product(s).
- Analyse the the Marketing Environment including demographic, economic, social & cultural and political & legal trends.
- Identify organisations in the trade (if any) important for your project.
- Understand your consumer, his or her needs, attitudes, perceptions, purchase behaviour etc.
- Identify and analyse key customers.
- Summarise the key factors in the SWOT analysis: strenght, weaknesses, opportunieties & threats.
- Market Segmentation
- Describe the consumer's buying motive.
- Describe the group of people who are seeking this end in ways that differentiate them from all other people.
- Estimate the number of people in your market segment.
- Objectives
- Determine financial objectives such as gross profit, net profit and return on investment.
- Determine marketing objectives including unit sales, share of market, distribution levels & levels of customer satisfaction.
- Determine customer objectives such as acquisition of new customers or retention of existing customers.
- Marekting Strategy
- State your marketing strategy.
- Define your cometition.
- Determine how to achieve your sales target.
- Determine how you intend to position your product relative to competitive products.
- Determine your promotional strategy.
- State your message that you wish to communicate to your consumer.
- State any other marketing strategies that might be relevant.
- Marekting Mix
- List the main features and characteristics of the product.
- Specify the maximum production cost per unit.
- Determine your Brand name criteria.
- State graphic criteria for the pack design and cost per unit.
- State the type of retail outlets in which your consumer can buy the product.
- Predict the retail price.
- Determine your selling price.
- Specify the media that will be used to reach your consumer.
- State the weight of advertising.
- Estimate production and media costs.
- State your sales strategy and tactics.
- State your PR objectives and strategy.
- Specify the objectives for creating or refreshing an internet site.
- Measurement and Review
- Determine who will be involved in measuring output vs outcome.
- Explain what outcomes are expected at which point of the plan's implementation
- Consult on and communicate the plan.
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Presented by:
Campbell Rodriguez
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Tasks: 44
Who it's for
This Marketing Plan Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Marketing Plan steps every time, regardless of who executes
- Save time - reuse a proven Marketing Plan workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Marketing Plan checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Marketing Plan Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Marketing Plan comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 89 votes