Marketing Plan Presentation Template

1. Marketing Plan Presentation Template Marketing 01 Introduction 02 Situation Plan 03 04 Objectives Strategy 05 Programs 06 Tactics2012 07 Budget 08 Reporting

2. How to use this template:This marketing plan presentation is made up of eight stages. Each stage was designed to facilitate analysis,planning, and communication of your strategic marketing plan. You will find links to additional DemandMetric tools & templates, which can be used to:  Help you better understand each component of strategic marketing plans with our video tutorials.  Allow you to conduct deep analysis of your business to support the high level recommendations you will be making with this plan.  Give you more confidence when presenting to senior-level stakeholders.  Provide the same tools & templates that our consultants use when doing consulting engagements with our clients. Note: To launch the links in this template, you must be in Slide Show mode in PowerPoint. To enter Slide Show mode, click on “View” in your menu bar and select “Slide Show”. How to use this template:This marketing plan presentation is made up of eight stages. Each stage was designed to facilitate analysis,planning, and communication of your strategic marketing plan. You will find links to additional DemandMetric tools & templates, which can be used to:  Help you better understand each component of strategic marketing plans with our video tutorials.  Allow you to conduct deep analysis of your business to support the high level recommendations you will be making with this plan.  Give you more confidence when presenting to senior-level stakeholders.  Provide the same tools & templates that our consultants use when doing consulting engagements with our clients. Note: To launch the links in this template, you must be in Slide Show mode in PowerPoint. To enter Slide Show mode, click on “View” in your menu bar and select “Slide Show”.

3. 01 Introduction 04 Strategy 07 BudgetIntroduction 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics01 Who are we? 01 Introduction 04 Strategy 07 BudgetIntroduction 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics01 Who are we?

4.  VisionIntroduction  Mission01 Vision Enter your corporate vision statement here.  VisionIntroduction  Mission01 Vision Enter your corporate vision statement here.

5.  VisionIntroduction  Mission01 Mission Enter your corporate mission statement here.  VisionIntroduction  Mission01 Mission Enter your corporate mission statement here.

6. 01 Introduction 04 Strategy 07 BudgetSituation 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics02 What is our current situation? 01 Introduction 04 Strategy 07 BudgetSituation 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics02 What is our current situation?

7.  Key Stats  SWOTSituation  Customer  Competition  Industry02 Key Statistics Enter critical performance metrics such as:  Revenue and/or Monthly Recurring Revenue  Compound Annual Growth Rate  Profit/Loss  Cost Per Lead/Sale  Number of Staff & Contractors  Key Stats  SWOTSituation  Customer  Competition  Industry02 Key Statistics Enter critical performance metrics such as:  Revenue and/or Monthly Recurring Revenue  Compound Annual Growth Rate  Profit/Loss  Cost Per Lead/Sale  Number of Staff & Contractors

8.  Key Stats  SWOTSituation  Customer  Competition  Industry02 Customer Enter your customer analysis here. You may wish to include information regarding the number of total accounts, new accounts, key accounts, retention rates, etc.  Key Stats  SWOTSituation  Customer  Competition  Industry02 Customer Enter your customer analysis here. You may wish to include information regarding the number of total accounts, new accounts, key accounts, retention rates, etc.

9.  Key Stats  SWOTSituation  Customer  Competition  Industry02 Industry Enter your industry analysis here. Be sure to include trends & conditions and their implications from the following perspectives: political, economic, social, and technological. Download our PEST Industry Analysis Template for help. Download this resource >  Key Stats  SWOTSituation  Customer  Competition  Industry02 Industry Enter your industry analysis here. Be sure to include trends & conditions and their implications from the following perspectives: political, economic, social, and technological. Download our PEST Industry Analysis Template for help. Download this resource >

10. .  Key Stats  SWOTSituation  Customer  Competition  Industry02 SWOT Analysis Enter your SWOT Analysis here. Describe your internal Strengths, Weaknesses and associated Opportunities and Threats. Download our SWOT Analysis Template for help. Download this resource >

11. .  Key Stats  SWOTSituation  Customer  Competition  Industry02 Competition Provide a high level assessment of your key competitors. Include information regarding market share, new product launches or other relevant info. Use Demand Metric’s Competitive Analysis Template to conduct your analysis. Download this resource >

12. . 01 Introduction 04 Strategy 07 BudgetObjectives 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics03 What are we trying to achieve?

13. .  BusinessObjectives  Marketing03 Business Objectives Document your key business objectives such as increasing profitability, growth, share value, etc. Communicate with your senior management team to identify key goals, objectives, and metrics. Use our Balanced Scorecard Strategy Map if you do not have this information available. Download this resource >

14. .  BusinessObjectives  Marketing03 Marketing Objectives Describe your most important marketing objectives for the coming year. These may include increasing leads, improving measurement capabilities, or implementing processes and marketing systems. Be sure your marketing objectives are aligned and support business objectives. Use our Marketing Communications Objectives Template for help. Download this resource >

15. . 01 Introduction 04 Strategy 07 BudgetStrategy 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics04 What is our market strategy?

16. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Segmentation Define your key market segments and estimated market size for each. For additional guidance on completing a segmentation exercise, consult our: Market Segmentation Template and Market Segment Analysis Template. Download this resource >

17. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Targeting Describe your target market and decision-makers. For example, you might be targeting HR Directors at mid-sized enterprises in North America, United Kingdom, and Australia. To brush up on this topic, read our How-To Guide: Target Market Segmentation and Positioning. Download this resource >

18. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Positioning Describe your pricing strategy (i.e. mark-up on cost, competitive, premium, below competition, or suggested price) and provide your positioning statement. Use our Product Positioning Template for guidance. Download this resource >

19. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Product Outline your key product offerings including products your are planning to launch. If you have a product roadmap, you may wish to include it here. Use our Product Innovation Roadmap to get started! Download this resource >

20. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Customer Discuss your customer service, support and retention strategies. For example, online community support portals, live chat, knowledge centers, etc.

21. .  Segmentation  ProductStrategy  Targeting  Customer  Positioning  Channel04 Channel Map out your distribution and channel marketing strategy. Provide a high-level description of your key partners and their role in the value chain. Visit the Partnerships & Channels section of our website for more tools & resources. Download this resource >

22. . 01 Introduction 04 Strategy 07 BudgetPrograms 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics05 What actions do we need to take?

23. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Events List the key events, conferences, and tradeshows that you plan to attend. Use Marketing Communications Calendar to organize all of your key marketing programs, and visit the Tradeshows & Events section of our website for associated conference and event management tools. Download this resource >

24. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Lead Generation Describe your lead acquisition model, prospect scoring, lead nurturing, and assignment strategies. Download our Lead and Customer Acquisition Model Template to map out your lead generation processes & systems. Download this resource >

25. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Branding Enter your analysis of the corporate brand and any plans for updating or revising your branding strategy. Also, include plans to conduct brand perception surveys or update marketing collateral. Use our Brand Perception Survey and Brand Assessment Tool to get started! Download this resource >

26. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Social Media Document your social media strategy. Consider leveraging existing social networks such as FaceBook, LinkedIn, Twitter, etc. Check out our Social Media section which includes 16 practical tools & templates for crafting a solid social media program. Download this resource >

27. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Public Relations Include information regarding the key publications and newswire services you will be using to get exposure in relevant mainstream media. Use our Public Relations Plan Template and check out our Public/Analyst Relations section for another 11 tools & guides. Download this resource >

28. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Communications Determine your internal communications strategy. Will you be using a newsletter, intranet or wiki to share company news, policies, and events? Check out our How-To Guide: Intranet Best Practices. Download this resource >

29. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Web & Online Provide a description of major website improvements and projects that will be completed in the following 12 months. Visit our Website & Online section to access more than 50 practical tools, templates, and guides. Download this resource >

30. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Mobile Marketing If you are doing mobile marketing, talk about how the program will work, who it will target, and what the key success metrics will be. Use our Mobile Marketing Readiness Assessment to facilitate an internal meeting to discuss this opportunity. Download this resource >

31. .  Events  Social Media  Web & OnlinePrograms  Lead Gen  Public Relations  Mobile  Branding  Communications  Advertising05 Advertising Briefly outline your advertising strategy and key publications. If you are planning to do online advertising and pay-per-click include some of the keywords you will be targeting. Visit our Advertising & Promotion section for more resources. Download this resource >

32. . 01 Introduction 04 Strategy 07 BudgetTactics 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics06 What infrastructure do we need?

33. .  TechnologyTactics  Processes  People06 Technology If you are planning to implement any new systems or technology, provide a timeline for roll-out. Review our CRM Systems and Marketing Automation sections and Top Social Media Apps Database if you are in the market for these critical systems & applications. Download this resource >

34. .  TechnologyTactics  Processes  People06 Processes Identify the key processes that you are planning to define and optimize. Examples of these may include your sales process, lead nurturing process, or product development & launch process. Visit our website for hundreds of resources in these key areas of sales & marketing. Download this resource >

35. .  TechnologyTactics  Processes  People06 People Provide a description of key personnel and identify whether there are any skills or resource gaps. Check out our General Management section for help with staffing, performance reviews, hiring, job descriptions, and leadership development. Download this resource >

36. . 01 Introduction 04 Strategy 07 BudgetBudget 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics07 How much will it cost us?

37. .  AssumptionsBudget  Projected Spend  Control Measures07 Assumptions Include any assumptions you have made during the budgeting process including number of full-time staff, costs for technology & services, etc.

38. .  AssumptionsBudget  Projected Spend  Control Measures07 Projected Spend Use our Marketing Communications Budget Template to create a budget and enter the total and specific top-level line items into this slide. Download this resource >

39. .  AssumptionsBudget  Projected Spend  Control Measures07 Control Measures Document internal controls for spending such as discretionary sign-off limits, and steering committees that will provide governance for marketing spending. Read our How-To Guide: Marketing Governance Best Practices and check out our Steering Committee Charter Template for more help. Download this resource >

40. . 01 Introduction 04 Strategy 07 BudgetReporting 02 Situation 05 Programs 08 Reporting 03 Objectives 06 Tactics08 How will we measure success? Use Demand Metric’s Key Marketing Metrics Dashboard to collect metric data and insert graphs & charts for the following slides; then delete this text box from your presentation. Download this resource >

41. .  Key Metrics DashboardsReporting08 Executive Marketing Define the key metrics you will be collecting such as:  Total Opportunities by Sales Stage  Total Collateral Updated/Created  Brand Impressions  Budget to Total Revenue Ratio (%)  Total Leads by Event Type

42. .  Key Metrics DashboardsReporting08 Lead Generation Define the key metrics you will be collecting such as:  New Leads by Channel  Opportunities in Pipeline ($)  Cost Per Lead  Landing Page Conversion Rates  Email Campaign Click Through Rates

43. .  Key Metrics DashboardsReporting08 Customer Metrics Define the key metrics you will be collecting such as:  Net New Customers  Customer Retention Rate  CRM System Adoption Rate  Total Number of Customers  Expected Customer Lifetime Value (CLV)

44. .  Key Metrics DashboardsReporting08 Social Media Metrics Define the key metrics you will be collecting such as:  Social Network Reach  Blog Postings/Tweets by Topic  Referral Traffic (all social media channels)  # FaceBook fans & likes  # Twitter followers

45. .  Key Metrics DashboardsReporting08 Website Metrics Define the key metrics you will be collecting such as:  Traffic Sources  Top Pages & Total Page Views  Unique Visitors  Pages/Visit  Bounce Rate  Time on Website