Marketing & Sales Year Plan

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How to prepare a Successful Marketing & Sales Year Plan

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Marketing & Sales Year Plan

  1. 1. Marketing and Sales Plan Prepare 2014 Helping To Grow Your Business In a Sustainable Way © Green Growth Consulting
  2. 2. St James Way: European Cultural Route & UNESCO World Heritage
  3. 3. Agenda 1. Common mistakes 2. Marketing & Sales Plan 3. Matters to consider to create a M&S Plan 4. M&S Simple Plan © Green Growth Consulting 3
  4. 4. Sales & Marketing Plan Objective 1. Ensure you get where you want to go 2. Track you are on the right path Start End Road Map © Green Growth Consulting
  5. 5. Agenda 1. Common mistakes 2. Marketing & Sales Plan 3. Matters to consider to create a M&S Plan 4. M&S Simple Plan © Green Growth Consulting 5
  6. 6. Mistake # 1: No WRITTEN Plan ‘Fail to plan, plan to fail’
  7. 7. Mistake #2: Over-ambitious plan • An over-ambitious plan KILLS a plan • Risk of destroying past efforts • Risk of offering poor quality
  8. 8. Mistake #3: No Measurable Plan Different types of measure to consider: • Timing • Pounds (price) • Sales target • Tasks, number…etc ‘what gets measured, gets improved’
  9. 9. Mistake #4: Tactics not broken into small steps
  10. 10. Agenda 1. Common mistakes 2. Marketing & Sales Plan 3. Matters to consider to create a M&S Plan 4. M&S Simple Plan © Green Growth Consulting 10
  11. 11. 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
  12. 12. 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
  13. 13. Agenda 1. Common mistakes 2. Marketing & Sales Plan 3. Matters to consider to create a M&S Plan 4. M&S Simple Plan © Green Growth Consulting 13
  14. 14. 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
  15. 15. 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
  16. 16. Market Research • Competition • New products in the market • Customer demands • New Legislation
  17. 17. Define Goal What are you trying to achieve this year: - Impact - Results
  18. 18. 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
  19. 19. Draft your tactics
  20. 20. Agenda 1. Common mistakes 2. Marketing & Sales Plan 3. Matters to consider to create a M&S Plan 4. M&S Simple Plan Template © Green Growth Consulting 20
  21. 21. Sales Plan figures (products)
  22. 22. Marketing Plan GENERAL • Actions to implement • Timing to complete • Resources you need SPECIFIC
  23. 23. Marketing Plan Template
  24. 24. Measure the impact of your tactics  What gets measured gets done  What gets measured gets improved
  25. 25. The Successful Recipe Ingredients are: 1. Write them down 2. Have a coach/ buddy/advisor 3. Celebrate small achievements
  26. 26. 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
  27. 27. Summary © Green Growth Consulting 27
  28. 28. 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 © Green Growth Consulting 28
  29. 29. Contact us www.GreenGrowthConsulting.com  info@greengrowthconsulting.com  +44 800 804 71 56 We offer a Free consultancy hour. © Green Growth Consulting 29

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