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[Product Name] Public Relations and Marketing Plan
[Your Name]


RESEARCH AND MARKET SUMMARY

  Market: Past, Present, and Future
  Review changes in the market, which can include:
  •  Market share.
  •  Leadership.
  •  Players.
  •  Competition.
  •  Market shifts.
  •  Costs.
  •  Pricing.
  Market Cycle
      Number of Customers




                            1990   1995           2000       2005
                                          Tim e



  Product Definition
  Describe the product or service being marketed. Use the Positioning Framework and include customer
  benefits, key features, Positioning Statement (customer promise), supporting information and tagline if
  appropriate.

COMPETITIVE LANDSCAPE
  Provide an overview of product/service competitors.
  Competitor A
  •   Competitors’ strengths
  •   Competitors’ weaknesses
  Competitor B
  •   Competitors’ strengths
  •   Competitors’ weaknesses

DISTRIBUTION
  Distribution Strategy
  Summarize how the product is distributed and who are the channels of distribution.
Distribution by Channel
   Illustrate what percentage of distribution will be contributed by each channel. A pie chart might be
   helpful.




                                                          Channel 1
                                                          Channel 2
                                                          Channel 3
                                                          Channel 4




VERTICAL MARKETS/SEGMENTS
   Discuss vertical market opportunities such as healthcare, telecommunications, retail, manufacturing, etc.:
   •  Discuss specific market segment opportunities.
   •  Address distribution strategies for those markets or segments.
   •  Address use of third-party partners in distributing to vertical markets.

INTERNATIONAL (IF APPLICABLE)
   International Distribution
   Discuss:
   •  Distribution strategies.
   •  Issues specific to international distribution.
   International Pricing Strategy
   Explain the strategy for marketing within other countries.
   Translation Issues
   Highlight requirements for local product variations.

RESEARCH: EXISTING, REQUIRED AND CONDUCTED
         Identify and share relevant existing market research, research required and research you intend to
conduct (or are conducting at the time). This is a good place to include base-line satisfaction and awareness
data if available. Also attitudinal and behavioral baselines as well as any brand recognition or branding
research (ie positioning, usability, logo and image, focus group results, etc.)
PRODUCT COMPARISON AND POSITIONING
  Positioning of Product or Service
  Distinctly define the product in its market and against its competition over time.

  Position each competitor’s product against the new product.


                                                       D
                               B
     Price




                                           C


                   A



                               Perform ance



  Consumer Promise (from the Positioning Framework)
  Summarize the benefit of the product or service to the consumer. Include customer’s positioning and any
  changes or enhancements that need to be highlighted for the PR activities.


COMMUNICATION STRATEGIES
  Messaging by Audience
  List positioning and messages for different audiences. Consider what messages need to be slightly re-
  positioned for different media and audiences. For example; Business press and customers Vs. Educational
  press and university customers and students.
  Targeted Consumer Demo/Psychographics
  List the demographics/psychographics for the targeted customers

CAMPAIGN OBJECTIVES
        OUTPUT OBJECTIVES (The work you will do both short-term and long-term)

        IMPACT OBJECTIVES (The results you will achieve with the campaign)

LAUNCH STRATEGIES (IF APPLICABLE)
  Launch Plan
  Discuss launch plan if the product is being announced.
  Promotion Budget
  Supply backup material with detailed budget information for review.
  Promotional Schedule
Phase 1

                                                                                   Phase 2

                                                                                                                 Phase 3

                                   0                            20             40             60                     80            100

                                                                          Number of Days




SPECIFIC PUBLIC RELATIONS STRATEGY AND EXECUTION
  Discuss:
  •  Targeted media and why. (include list of contacts and prioritize)
  •  PR strategy and PR plan components. Activities and milestones including what, when, how, and who
     is the owner of the activitiy.
  •  Backup PR plan, including editorial calendars, speaking engagements, conference schedules, etc.

PR SCHEDULE
  12-Month Schedule Highlights
  Outline highlights of the first 12 months.
  Timing
  Identify timing dependencies critical to success AND OWNERS.



  Sample Calendar (Excel Format)
  KWR PR Calendar Plan
                                                                     August                 September                       October                       November                   December                 January
                    Action Item                          Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4
  Research sports and athletes bios                      Done
  Assign regions to team members                                        Done
  Assign sport industry to team members                                 Done
  Create current media contact list                                            Done
  Brainstorm talking points and story angles
  Talking points doc ready to send to all kids/parents                         Done
  Write press releases and pitches
     - Press Release 'TOPIC 1'
     - Press Release 'TOPIC 2'
     - Press Release 'TOPIC 3'
     - Press Release 'TOPIC 4'
  Pitch stories and releases to media
   - Snowboarding industry story (Casey)
   - Skiing industry story (?)
   - Skateboarding industry Story (owner)
   - Surfing industry story (owner)
   - Wakeboarding industry Story (owner)
   - Kayaking industry
  Website review, up-to-date and error-free                             Done                                e-mail               e-mail                       e-mail                     e-mail                    e-mail
  Send out media kits and additional info.
    - Casey
   - Todd
   - Randah
   - OWNER
   - OWNER
   - Owner
  Follow-up media contacts
    - Casey
   - Todd
   - Randah
   - OWNER
   - OWNER
   - Owner
  KOMO TV-Seattle, WA (Sky and mom)                                            Success!
  KUTV SLC, UT (Landen and Cody)                                                                  Wed/Sun
  local press success                                                                                                     Who?
  Receive regional press                                                                                                                  Who?
  Receive national press                                                                                                         Who?
  Update media kits with new media hits                                                                                                          (date)
  Create template for all KWR releases, pitches, etc.                                                                                                                  Date
  Meet the Utah rippers media event/Q&A                                                                                                                                       Date
  Create a 6-12 month plan to give to client
  KWR DVD kids' Christmas plan?
  The next generation of KidsWhoRip promo
Sample PR Planning template


Month Activity          Target audience        Type of         Key messages              Communication Evaluation Resources
                                               media                                     Method
April   Launch of new   Local people           Local           1.   new project for      Press coverage in     Number of   Printing
        project                                radio/local          mothers and          local media –         enquiries   costs of
                                               media                children             press release                     posters and
                                                               2.   fun and free         Interviews on local               leaflets
                                                                                         radio?
                                                                                         Posters and flyers
                                                                                         in libraries
May     Announcement    Social                 Professional/   1.   Need to secure       Press releases        Press       N/a
        about new       workers/professional   trade media          new funding          Photocall at          coverage
        Director        peers                                       streams              project               achieved
                        Local people           Local           2.   Impressive
                                               media/local          track record
                                               people               (examples)
              th
        W/c 15 –        Social                 Professional    1.    need to secure      Press release         Press
        report on       workers/professional   press                 new funding         Feature article       coverage
        research        peers                                        streams             Letter to MPs and     achieved
        project                                                2.    clear need for      MSPs inviting
        published       MPs, MSPs, local                             this service        them to visit         Number of
                        authorities            National              (give figures)                            visits
                                               press/nation    3.    first of its kind
                                               al radio              in Scotland

                                               Holyrood
                                               magazine




ADVERTISING STRATEGY AND EXECUTION (IF APPLICABLE)
   Give:
   •  Overview of strategy.
   •  Overview of media and timing.
   •  Overview of ad spending.

OTHER PROMOTION
   Direct Marketing
   Give:
   •  Overview of strategy, vehicles, and timing.
   •  Overview of response targets, goals, and budget.
   Event Plan
   Describe the events and justification for participation including who and how many expected to attend.
   Also include a detailed timeline and calendar of activities and events including dependencies and owners
   Third-Party Marketing
   Describe co-marketing arrangements with other companies.
   Marketing Programs
   Describe other promotional programs.

PACKAGING AND FULFILLMENT (IF APPLICABLE)
   Product Packaging
   Discuss:
   •  Form-factor, pricing, look, and strategy.
   •  Fulfillment issues for items not shipped directly with the product.
PRICING AND POLICIES
  Pricing
  Summarize specific pricing or pricing strategies, and compare to similar products.
  Policies
  Summarize policies relevant to understanding key pricing issues.

EVALUATION PLAN/SUCCESS METRICS
  List:
  •  First 6 month objectives and the plan to evaluate whether or not these objectives have been reached.
  •  First 12 month objectives and the plan to evaluate whether or not these objectives have been reached.
  •  Additional year goals *if applicable.
  •  Additional requirements & measures of success/failure for success.




  Additional Materials – Simple PR Plan/table

   Sample PR Planning template


   Month Activity            Target audience        Type of         Key messages              Communication Evaluation Resources
                                                    media                                     Method
   April     Launch of new   Local people           Local           1.   new project for      Press coverage in     Number of   Printing
             project                                radio/local          mothers and          local media –         enquiries   costs of
                                                    media                children             press release                     posters and
                                                                    2.   fun and free         Interviews on local               leaflets
                                                                                              radio?
                                                                                              Posters and flyers
                                                                                              in libraries
   May       Announcement    Social                 Professional/   1.   Need to secure       Press releases        Press       N/a
             about new       workers/professional   trade media          new funding          Photocall at          coverage
             Director        peers                                       streams              project               achieved
                             Local people           Local           2.   Impressive
                                                    media/local          track record
                                                    people               (examples)
                   th
             W/c 15 –        Social                 Professional    1.    need to secure      Press release         Press
             report on       workers/professional   press                 new funding         Feature article       coverage
             research        peers                                        streams             Letter to MPs and     achieved
             project                                                2.    clear need for      MSPs inviting
             published       MPs, MSPs, local                             this service        them to visit         Number of
                             authorities            National              (give figures)                            visits
                                                    press/nation    3.    first of its kind
                                                    al radio              in Scotland

                                                    Holyrood
                                                    magazine

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Basicprplan

  • 1. [Product Name] Public Relations and Marketing Plan [Your Name] RESEARCH AND MARKET SUMMARY Market: Past, Present, and Future Review changes in the market, which can include: • Market share. • Leadership. • Players. • Competition. • Market shifts. • Costs. • Pricing. Market Cycle Number of Customers 1990 1995 2000 2005 Tim e Product Definition Describe the product or service being marketed. Use the Positioning Framework and include customer benefits, key features, Positioning Statement (customer promise), supporting information and tagline if appropriate. COMPETITIVE LANDSCAPE Provide an overview of product/service competitors. Competitor A • Competitors’ strengths • Competitors’ weaknesses Competitor B • Competitors’ strengths • Competitors’ weaknesses DISTRIBUTION Distribution Strategy Summarize how the product is distributed and who are the channels of distribution.
  • 2. Distribution by Channel Illustrate what percentage of distribution will be contributed by each channel. A pie chart might be helpful. Channel 1 Channel 2 Channel 3 Channel 4 VERTICAL MARKETS/SEGMENTS Discuss vertical market opportunities such as healthcare, telecommunications, retail, manufacturing, etc.: • Discuss specific market segment opportunities. • Address distribution strategies for those markets or segments. • Address use of third-party partners in distributing to vertical markets. INTERNATIONAL (IF APPLICABLE) International Distribution Discuss: • Distribution strategies. • Issues specific to international distribution. International Pricing Strategy Explain the strategy for marketing within other countries. Translation Issues Highlight requirements for local product variations. RESEARCH: EXISTING, REQUIRED AND CONDUCTED Identify and share relevant existing market research, research required and research you intend to conduct (or are conducting at the time). This is a good place to include base-line satisfaction and awareness data if available. Also attitudinal and behavioral baselines as well as any brand recognition or branding research (ie positioning, usability, logo and image, focus group results, etc.)
  • 3. PRODUCT COMPARISON AND POSITIONING Positioning of Product or Service Distinctly define the product in its market and against its competition over time. Position each competitor’s product against the new product. D B Price C A Perform ance Consumer Promise (from the Positioning Framework) Summarize the benefit of the product or service to the consumer. Include customer’s positioning and any changes or enhancements that need to be highlighted for the PR activities. COMMUNICATION STRATEGIES Messaging by Audience List positioning and messages for different audiences. Consider what messages need to be slightly re- positioned for different media and audiences. For example; Business press and customers Vs. Educational press and university customers and students. Targeted Consumer Demo/Psychographics List the demographics/psychographics for the targeted customers CAMPAIGN OBJECTIVES OUTPUT OBJECTIVES (The work you will do both short-term and long-term) IMPACT OBJECTIVES (The results you will achieve with the campaign) LAUNCH STRATEGIES (IF APPLICABLE) Launch Plan Discuss launch plan if the product is being announced. Promotion Budget Supply backup material with detailed budget information for review. Promotional Schedule
  • 4. Phase 1 Phase 2 Phase 3 0 20 40 60 80 100 Number of Days SPECIFIC PUBLIC RELATIONS STRATEGY AND EXECUTION Discuss: • Targeted media and why. (include list of contacts and prioritize) • PR strategy and PR plan components. Activities and milestones including what, when, how, and who is the owner of the activitiy. • Backup PR plan, including editorial calendars, speaking engagements, conference schedules, etc. PR SCHEDULE 12-Month Schedule Highlights Outline highlights of the first 12 months. Timing Identify timing dependencies critical to success AND OWNERS. Sample Calendar (Excel Format) KWR PR Calendar Plan August September October November December January Action Item Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Research sports and athletes bios Done Assign regions to team members Done Assign sport industry to team members Done Create current media contact list Done Brainstorm talking points and story angles Talking points doc ready to send to all kids/parents Done Write press releases and pitches - Press Release 'TOPIC 1' - Press Release 'TOPIC 2' - Press Release 'TOPIC 3' - Press Release 'TOPIC 4' Pitch stories and releases to media - Snowboarding industry story (Casey) - Skiing industry story (?) - Skateboarding industry Story (owner) - Surfing industry story (owner) - Wakeboarding industry Story (owner) - Kayaking industry Website review, up-to-date and error-free Done e-mail e-mail e-mail e-mail e-mail Send out media kits and additional info. - Casey - Todd - Randah - OWNER - OWNER - Owner Follow-up media contacts - Casey - Todd - Randah - OWNER - OWNER - Owner KOMO TV-Seattle, WA (Sky and mom) Success! KUTV SLC, UT (Landen and Cody) Wed/Sun local press success Who? Receive regional press Who? Receive national press Who? Update media kits with new media hits (date) Create template for all KWR releases, pitches, etc. Date Meet the Utah rippers media event/Q&A Date Create a 6-12 month plan to give to client KWR DVD kids' Christmas plan? The next generation of KidsWhoRip promo
  • 5. Sample PR Planning template Month Activity Target audience Type of Key messages Communication Evaluation Resources media Method April Launch of new Local people Local 1. new project for Press coverage in Number of Printing project radio/local mothers and local media – enquiries costs of media children press release posters and 2. fun and free Interviews on local leaflets radio? Posters and flyers in libraries May Announcement Social Professional/ 1. Need to secure Press releases Press N/a about new workers/professional trade media new funding Photocall at coverage Director peers streams project achieved Local people Local 2. Impressive media/local track record people (examples) th W/c 15 – Social Professional 1. need to secure Press release Press report on workers/professional press new funding Feature article coverage research peers streams Letter to MPs and achieved project 2. clear need for MSPs inviting published MPs, MSPs, local this service them to visit Number of authorities National (give figures) visits press/nation 3. first of its kind al radio in Scotland Holyrood magazine ADVERTISING STRATEGY AND EXECUTION (IF APPLICABLE) Give: • Overview of strategy. • Overview of media and timing. • Overview of ad spending. OTHER PROMOTION Direct Marketing Give: • Overview of strategy, vehicles, and timing. • Overview of response targets, goals, and budget. Event Plan Describe the events and justification for participation including who and how many expected to attend. Also include a detailed timeline and calendar of activities and events including dependencies and owners Third-Party Marketing Describe co-marketing arrangements with other companies. Marketing Programs Describe other promotional programs. PACKAGING AND FULFILLMENT (IF APPLICABLE) Product Packaging Discuss: • Form-factor, pricing, look, and strategy. • Fulfillment issues for items not shipped directly with the product.
  • 6. PRICING AND POLICIES Pricing Summarize specific pricing or pricing strategies, and compare to similar products. Policies Summarize policies relevant to understanding key pricing issues. EVALUATION PLAN/SUCCESS METRICS List: • First 6 month objectives and the plan to evaluate whether or not these objectives have been reached. • First 12 month objectives and the plan to evaluate whether or not these objectives have been reached. • Additional year goals *if applicable. • Additional requirements & measures of success/failure for success. Additional Materials – Simple PR Plan/table Sample PR Planning template Month Activity Target audience Type of Key messages Communication Evaluation Resources media Method April Launch of new Local people Local 1. new project for Press coverage in Number of Printing project radio/local mothers and local media – enquiries costs of media children press release posters and 2. fun and free Interviews on local leaflets radio? Posters and flyers in libraries May Announcement Social Professional/ 1. Need to secure Press releases Press N/a about new workers/professional trade media new funding Photocall at coverage Director peers streams project achieved Local people Local 2. Impressive media/local track record people (examples) th W/c 15 – Social Professional 1. need to secure Press release Press report on workers/professional press new funding Feature article coverage research peers streams Letter to MPs and achieved project 2. clear need for MSPs inviting published MPs, MSPs, local this service them to visit Number of authorities National (give figures) visits press/nation 3. first of its kind al radio in Scotland Holyrood magazine