Marketing Plan Worksheets Notes

These worksheets will 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.

Set up your plan following the same topics as the Worksheet Notes; however, use subtitles of two or three words and not sentences. It is crucial that you cover all Roman Numerals and all letters; however, there may be some information within the letters that is not applicable to your chosen company. For example: if you are creating a marketing plan for a small coffee shop, most likely it would not have political issues (II.C.). If there are areas that are not applicable, leave out.