Marketing & Sales Year Plan
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Transcript of Marketing & Sales Year Plan
Marketing and Sales Plan Prepare 2014
Helping To Grow Your Business In a Sustainable Way
© Green Growth Consulting
St James Way: European Cultural Route & UNESCO World Heritage
Agenda
1. Common mistakes
2. Marketing & Sales Plan
3
3. Matters to consider to create a M&S Plan
4. M&S Simple Plan
© Green Growth Consulting
Sales & Marketing Plan Objective
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1. Ensure you get where you want to go
2. Track you are on the right path
Road Map
Start
End
Agenda
1. Common mistakes
2. Marketing & Sales Plan
5
3. Matters to consider to create a M&S Plan
4. M&S Simple Plan
© Green Growth Consulting
Mistake # 1: No WRITTEN Plan
‘Fail to plan, plan to fail’
• An over-ambitious plan KILLS a plan
• Risk of destroying past efforts
• Risk of offering poor quality
Mistake #2: Over-ambitious plan
Different types of measure to consider:
• Timing
• Pounds (price)
• Sales target
• Tasks, number…etc
Mistake #3: No Measurable Plan
‘what gets measured, gets improved’
Mistake #4: Tactics not broken into small steps
Agenda
1. Common mistakes
2. Marketing & Sales Plan
10
3. Matters to consider to create a M&S Plan
4. M&S Simple Plan
© Green Growth Consulting
Marketing & Sales Plan
Marketing Plan
• Detail of your tactics to deliver your sales plan
Sales Plan
• Forecast your sales per product
• Forecast the cost to implement your marketing plan and run the business
How to use your M&S Plan
• Simple Page
• Display or carry it with you (paper)
• Review it regularly (monthly/quarterly)
• Adjust/Amend regularly if necessary
Agenda
1. Common mistakes
2. Marketing & Sales Plan
13
3. Matters to consider to create a M&S Plan
4. M&S Simple Plan
© Green Growth Consulting
Refer to 5 years Business Plan
1. Turnover
2. Profit
3. Company Value
4. People
5. Products & Services
6. Markets
7. Customers
8. Geographic Spread
9. Operational
10. Awards / Recognitions
Review your past year
1. Using your memory
3-4 Measurable Goals for the past 12 months
What we have done to achieve them
What worked & what we accomplished this year
What didn’t work or where we dropped the ball
2. Reviewing your written plan
Same exercise
Assess the difference
Learn from the experience
Market Research
• Competition
• New products in the market
• Customer demands
• New Legislation
Define Goal
What are you trying to achieve this year:
- Impact
- Results
Draft your tactics
• Strategies/Tactics to implement – List them
• Assess positive and negative impact / aspects
• Order then in terms of priority
• Break them in small bites
Draft your tactics
Agenda
1. Common mistakes
2. Marketing & Sales Plan
20
3. Matters to consider to create a M&S Plan
4. M&S Simple Plan Template
© Green Growth Consulting
Sales Plan figures (products)
Marketing Plan
• Actions to implement
• Timing to complete
• Resources you need
GENERAL
SPECIFIC
Marketing Plan Template
Measure the impact of your tactics
What gets measured gets done
What gets measured gets improved
The Successful Recipe
Ingredients are:
1. Write them down
2. Have a coach/ buddy/advisor
3. Celebrate small achievements
Don’t forget
Be ready, be flexible, be wise
• Unforeseen circumstances
• One year M&S plan is part of a 5 years business plan
• Use your time wisely . Priorities might shift.
• Trust that it can work well for you, if you keep an open mind
Summary
27 © Green Growth Consulting
Our Services
Training Webinars – FREE Local Workshops – Evening Presentations In House
Project Manage Tenders/Proposals on your behalf. PQQs / Accreditation Services ITT Provide guidance on your tender
Proposals/Tender Management Packages ( from one off to monthly programs).
Consultancy Services
28 © Green Growth Consulting
Contact us
www.GreenGrowthConsulting.com
+44 800 804 71 56
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We offer a Free consultancy hour.
© Green Growth Consulting