STRATEGIC MARKETING PLANNING

Strategic Marketing Planning
Company & Contact Information
Business/NonProfit Name*
Date

MonthDayYear
Date
Contact Name*
Title*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Website*
Please list the name, job title and current function of those who are responsible for your marketing efforts:*
What is your annual marketing budget? [Please include association dues, media buying, direct mail, social media, online marketing, lead/fundraising generation activities, tradeshow & exhibition, and promotional product expenditures.]*
List all Events that require Marketing Promotion [Please include annual, quarterly, and monthly activities. These activities may include product/service launches, promotional offers, classes/webinars, tradeshow exhibitions, special events, fundraisers, or retreats.]*
What are the strengths of your current marketing efforts?*
What are the challenges of your current marketing efforts?*
What is the end game of the business/nonprofit?*

Grow current business/nonprofit sales levels with no intention of sellingImplement rapid growth strategies and sell the business/nonprofitMaintain existing business/nonprofit sales levels with no intention of sellingOther
Please check all that apply:

We are an employee owned businessWe are a family owned business/nonprofitWe are a partnership with family relationsWe are partnership with no family relationsWe have accountability to a board of directorsWe have accountability to investors
Briefly describe your organization’s succession plan related to your position and the company/nonprofit. If you are the founder, who will take over your organization? If you have a key staff role, who will succeed you? [All information relayed will remain confidential.]*
Identify & Define Your Company/Nonprofit and its Service/Product
In simplest terms [elevator speech], who are you?*
What service[s] or product[s] does your organization provide?*
Target Audience [Who will purchase your products or services? Who are your priority donors or fundraising targets if you are a nonprofit?]
List your target audience by importance – primary, secondary, etc.*
End-Users [Who will benefit by using the product/services? Who benefits from the services of your nonprofit?]

Answer only if it differs from your target audience
List the end-users by importance – primary, secondary, etc. [Not necessarily the purchaser.]
Geographic Target
Where is your target market? [Local, regional, national, international or global. Specify county or province when defining local.]*
Edge [Differentiator]
What are your organization's most important differentiator and unique selling point, service, or product? [limit to one – the most important]*
Are there other differentiators that make your organization, service/product stand out in your market space?*
Primary Message
What is the primary message that you want to convey about the company, organization, product, and/or service? [The word on the street.]*
Promise
What is the promise being made to the audience?*
Define the Importance
In simplest terms, how or why does your product/service matter to the audience?*
Identify the Competition
What are the companies/nonprofits you would compare your organization to? [Please provide examples in your industry as well as outside your industry – direct/indirect.]*
Brand Position
How are you currently perceived? If you have no tracking metrics [Focus group information, survey data, etc.], answer to the best of your knowledge.*
Are there any adjustments that need to be addressed between “current” and “desired” perceptions?*
Challenges and/or Barriers

Answer only if it differs from the questions above
Which factors, internally and/or in the marketplace, pose the greatest and most difficult challenges to the task(s) at hand?*
Additional Information
Thank you for filling out our Strategic Marketing Planning form. We value your time and aim to make this process efficient. Our team will review your request as soon as possible and let us know if we need further clarification.

We look forward to helping your business continue to thrive online!
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Strategic Marketing Planning

Company & Contact Information

Identify & Define Your Company/Nonprofit and its Service/Product

Target Audience [Who will purchase your products or services? Who are your priority donors or fundraising targets if you are a nonprofit?]

End-Users [Who will benefit by using the product/services? Who benefits from the services of your nonprofit?]

Geographic Target

Edge [Differentiator]

Primary Message

Promise

Define the Importance

Identify the Competition

Brand Position

Challenges and/or Barriers

Additional Information