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WINTER TERM 2025 • MARKETING PLANNING • FSH MKT 4000 • 25 CLASS SECTION

Alison M. Wolfe MBA, MS, PhD, Associate Professor

PROJECT

AND/OR DATE WORKSHEET FOR YOUR PROJECT
þ SECTION * Note: Not all the topics listed below may apply to your client/organization
MGR.

MARKET FOCUS (Client specific)
q Planned segmentation, targeting, and positioning strategy for your client
q Include primary and secondary markets

MARKETING PROGRAMS (Client specific)
q Points of difference – characteristics that makes your client different
q Positioning strategy (include value propositions)
q Tie your marketing programs (below) with the targeted customer segment
q Product strategy
q Price strategy
q Promotion strategy
q Place/distribution strategy
MARKETING BUDGET: FINANCIALS AND FORECASTS (Client specific)
q Past sales revenues (tentative)

q Bonus: three-year sales projection
q Project sales /donations by different market segments, if applicable
q Project sales/donations by the different marketing programs, if applicable
q Marketing (expense) budget for your one-year marketing plan
q Bonus: pro forma operating income statement
*Gray font – if applicable by your client/organization request
IMPLEMENTATION PLAN (Client specific)
q Provide client on how to turn plans into results
q Schedule and infrastructure schedule/activities
q Set deadlines and assign responsibilities for the tactical marketing decisions.
EVALUATION AND CONTROL (Client specific)
q Comparing actual sales targeted values set in the marketing plan and taking
appropriate actions.
q Brief describes contingency plans for alternative marketing action programs

APPENDICES
q Important research
q Detailed financial information
q PowerPoint® presentation
q Remember organize this section. Do not throw “stuff” randomly into this section

WORKS CITED
q Remember preferring APA style
Written Marketing Plan Report -&- Oral Presentation
q Hard copy and electronic written Marketing Plan and oral presentation due
during finals week.
q Ensure one copy for instructor, one copy for the client, and one copy for your
records. Instructor and client keep the marketing plan.

AMW v WINTER TERM II 2025
v Page 74 of 92 v 01.07.2025