Marketing Task List Format (Page 2 of 3) in pdf

UW Oshkosh Small Business Development Center – Marketing Plan Outline (cont.)

IV. Marketing Goals

This section should include your sales and market share goals for the next three years based on

the information in the previous sections (see Appendix A for examples).

V. Marketing Strategies

This section should outline your strategies for product/service mix, pricing, promotion, place/location,

and positioning (see Appendix A for examples):

1. Product/Service Strategy – what mix of products and services will you sell and how

does that best meet customer needs and how does it compare to your competitors.

2. Pricing Strategy – how will you price your products/services relative to competitors,

and what impact will that have on your volume of sales.

3. Place/Location Strategy – how will the proposed or current location of your business

best meet the needs of your customers and/or create an advantage over competitors.

4. Promotional Strategy – how will you promote your business and how will that make

customers aware of your business and motivated to buy your products/services.

5. Positioning Strategy – what values do you want potential customers to associate with

your business, and how will they set you apart from the competition.

VI. Implementation Activities

This section should list the tasks required to implement each marketing strategy. For each task should

include a detailed description, identify a person responsible for its completion, and set a target date for

completion. Having a plan of action with specific tasks ensures that the details are clear and that specific

persons are accountable (see Appendix A for example of format).

VII. Budget & Sales Forecasts

This section should contain an expense budget for the implementation tasks and a forecast of the sales

revenue expected as a result of the marketing plan. In addition, there should be an explanation of the

assumptions on which the sales forecast is based, including how it relates to the number of potential

customers in the target market.

VIII. Evaluation of Results

This section should include a description of what are the criteria for success of the plan, and how you

will measure that success. By regularly monitoring progress, you can determine when what strategies are

working, and implemented needed changes to insure the goals are met.

Marketing Task List Format Page 2