Marketing Plan Worksheet Template


These worksheets are designed to assist you in writing a formal marketing plan. Worksheets are a useful
planning tool because they help to ensure that important information is not omitted from the marketing
plan. Answering the questions on these worksheets will enable you to:
1. Organize and structure the data and information you collect during the situation analysis.
2. Use this information to better understand a firm's strengths and weaknesses and to recognize the
opportunities and threats that exist in the marketing environment.
3. Develop goals and objectives that capitalize on strengths.
4. Develop a marketing strategy that creates competitive advantages.
5. Outline a plan for implementing the marketing strategy.
By downloading these worksheets in an electronic format, you will be able to change the outline or add
additional information that is relevant to your situation. Remember that there is no one best way to organize
a marketing plan. Our outline was designed to serve as a starting point and to be flexible enough to
accommodate the unique characteristics of your situation.
As you complete the worksheets, it might be useful to refer back to the text of the chapters. In completing
the situation analysis section, be sure to be as comprehensive as possible. The viability of your SWOT
analysis depends on how well you have identified all of the relevant environmental issues. Likewise, as you
complete the SWOT analysis, you should be honest about the firm's characteristics. Do not depend on
strengths that the firm really does not possess. Being honest also goes for your listing of weaknesses.


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Parent category: Business