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THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates




                                                               Product V4.2
                                                              Marketing Plan



                                                                                                               Your Name
                                                                                                                  Title
                                                                                                               Month 2001



                                Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                      Market Summary

               •          Market: past, present, & future
                                – Review changes in market share, leadership, players, market shifts, costs,
                                  pricing, competition




                                                                                Mass Market/
                                                                                 Followers

                                      Number
                                         of
                                     customers Early Adopters/
                                                                                                                         End of Life
                                                  Pioneers



                                                                                        Time

                                                        Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates   Product Definition

               • Describe product/service being marketed




                                 Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                               Competition

               • The Competitive Landscape
                            – Provide an overview of product
                              competitors, their strengths and
                              weaknesses
                                                                                                                     A                   B




                                                                                          Price
                            – Position each competitor’s product
                              against new product



                                                                                                                            D
                                                                                                                 C

                                                                                                                   Performance




                                                        Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                      Positioning

                                • Positioning of product or service
                                   –   Statement that distinctly defines the product in its
                                       market and against its competition over time

                                • Consumer promise
                                   –   Statement summarizing the benefit of the product or
                                       service to the consumer




                                                       Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates   Acting On What Customers Say


                                                Importance to Customer
                                                           Low                                            High


                                         High   Invest To Upgrade                               Maintain
                                                   Capabilities                                Capabilities
                                Effectiveness
                                    Rating
                                                                                                   Deploy
                                         Low         Do Nothing                                   Resources
                                                                                                  Elsewhere




                                                 Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates   Communication Strategies

                                • Messaging by audience
                                • Target consumer demographics




                                           Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates             Packaging & Fulfillment

               • Product packaging
                                –   Discuss form-factor, pricing, look, strategy
                                –   Discuss fulfillment issues for items not shipped directly with product

               • COGs
                                –   Summarize Cost of Goods and high-level Bill of Materials




                                                             Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                     Launch Strategies

               • Launch plan
                                – If product is being announced
               • Promotion budget
                                – Supply back up material with detailed budget information for
                                  review




                                                Phase 1
                                                                                            Phase 2
                                                                                                                                Phase 3



                                    Jan   Feb    Mar      Apr          May            Jun           July           Sep    Oct       Nov        Dec

                                                          Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                    Public Relations

               • Strategy & execution
                                – PR strategies
                                – PR plan highlights
                                – Have backup PR plan including editorial calendars, speaking
                                  engagements, conference schedules, etc.




                                                   Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                      Advertising

                                • Strategy & Execution
                                  – Overview of strategy
                                  – Overview of media & timing
                                  – Overview of ad spending




                  Hear Ye,
                  Hear Ye.




                                             Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                   Other Promotion

               • Direct Marketing
                                – Overview of strategy, vehicles & timing
                                – Overview of response targets, goals & budget
               • Third-Party Marketing
                                – Co-marketing arrangements with other companies
               • Marketing Programs
                                – Other promotional programs




                                                   Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                         Pricing

                                • Pricing
                                   – Summarize specific pricing or pricing
                                     strategies
                                   – Compare to similar products
                                • Policies
                                   – Summarize policy relevant to understanding
                                     key pricing issues




                                     Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                        Distribution

                                • Distribution Strategy
                                • Channels of Distribution
                                   – Summarize channels of distribution
                                • Distribution By Channel
                                   – Show plan of what percent share of distribution will be
                                     contributed by each channel -- a pie chart might be helpful




                                                Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates    Vertical Markets/Segments

                                • Vertical market opportunities
                                   – Discuss specific market segment opportunities
                                   – Address distribution strategies for those markets or
                                     segments
                                   – Address use of third-party partner role in distribution to
                                     vertical markets




                                              Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                    International

                                • International distribution
                                   – Address distribution strategies
                                   – Discuss issues specific to international distribution
                                • International pricing strategy
                                • Localization issues
                                   – Highlight requirements for local product variations




                                                   Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates       Success Metrics

                                •   First year goals
                                •   Additional year goals
                                •   Measures of success/failure
                                •   Requirements for success




                                     Copyright © 2000 Larry Coppenrath, All Rights Reserved
THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION
                    TM




L. F. Coppenrath & Associates                                         Schedule
                  • 18-Month Schedule Highlights
                  • Timing
                                – Isolate Timing Dependencies Critical To Success




                                      Task 1
                                                Task 2

                                                                                       Milestone
                                                                                                  Task 3
                                                                                                                           Task 4



                                Jan    Feb     Mar   Apr       May            Jun          July           Sep       Oct       Nov        Dec



                                                           Copyright © 2000 Larry Coppenrath, All Rights Reserved

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Marketing plan template

  • 1. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Product V4.2 Marketing Plan Your Name Title Month 2001 Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 2. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Market Summary • Market: past, present, & future – Review changes in market share, leadership, players, market shifts, costs, pricing, competition Mass Market/ Followers Number of customers Early Adopters/ End of Life Pioneers Time Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 3. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Product Definition • Describe product/service being marketed Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 4. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Competition • The Competitive Landscape – Provide an overview of product competitors, their strengths and weaknesses A B Price – Position each competitor’s product against new product D C Performance Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 5. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Positioning • Positioning of product or service – Statement that distinctly defines the product in its market and against its competition over time • Consumer promise – Statement summarizing the benefit of the product or service to the consumer Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 6. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Acting On What Customers Say Importance to Customer Low High High Invest To Upgrade Maintain Capabilities Capabilities Effectiveness Rating Deploy Low Do Nothing Resources Elsewhere Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 7. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Communication Strategies • Messaging by audience • Target consumer demographics Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 8. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Packaging & Fulfillment • Product packaging – Discuss form-factor, pricing, look, strategy – Discuss fulfillment issues for items not shipped directly with product • COGs – Summarize Cost of Goods and high-level Bill of Materials Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 9. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Launch Strategies • Launch plan – If product is being announced • Promotion budget – Supply back up material with detailed budget information for review Phase 1 Phase 2 Phase 3 Jan Feb Mar Apr May Jun July Sep Oct Nov Dec Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 10. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Public Relations • Strategy & execution – PR strategies – PR plan highlights – Have backup PR plan including editorial calendars, speaking engagements, conference schedules, etc. Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 11. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Advertising • Strategy & Execution – Overview of strategy – Overview of media & timing – Overview of ad spending Hear Ye, Hear Ye. Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 12. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Other Promotion • Direct Marketing – Overview of strategy, vehicles & timing – Overview of response targets, goals & budget • Third-Party Marketing – Co-marketing arrangements with other companies • Marketing Programs – Other promotional programs Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 13. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Pricing • Pricing – Summarize specific pricing or pricing strategies – Compare to similar products • Policies – Summarize policy relevant to understanding key pricing issues Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 14. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Distribution • Distribution Strategy • Channels of Distribution – Summarize channels of distribution • Distribution By Channel – Show plan of what percent share of distribution will be contributed by each channel -- a pie chart might be helpful Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 15. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Vertical Markets/Segments • Vertical market opportunities – Discuss specific market segment opportunities – Address distribution strategies for those markets or segments – Address use of third-party partner role in distribution to vertical markets Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 16. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates International • International distribution – Address distribution strategies – Discuss issues specific to international distribution • International pricing strategy • Localization issues – Highlight requirements for local product variations Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 17. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Success Metrics • First year goals • Additional year goals • Measures of success/failure • Requirements for success Copyright © 2000 Larry Coppenrath, All Rights Reserved
  • 18. THIS SLIDE CONTAINS CONFIDENTIAL PROPRIETARY INFORMATION TM L. F. Coppenrath & Associates Schedule • 18-Month Schedule Highlights • Timing – Isolate Timing Dependencies Critical To Success Task 1 Task 2 Milestone Task 3 Task 4 Jan Feb Mar Apr May Jun July Sep Oct Nov Dec Copyright © 2000 Larry Coppenrath, All Rights Reserved