Marketing & Sales Year Plan

Marketing and Sales Plan Prepare 2014

Helping To Grow Your Business In a Sustainable Way

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Agenda

1. Common mistakes

2. Marketing & Sales Plan

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3. Matters to consider to create a M&S Plan

4. M&S Simple Plan


Sales & Marketing Plan Objective


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


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4. M&S Simple Plan


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


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4. M&S Simple Plan


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


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4. M&S Simple Plan


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


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4. M&S Simple Plan Template


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

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+44 800 804 71 56

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