Search This Blog

Saturday, 3 June 2017

MARKETING PLANS

Marketing plans are important instruments in any organisation as they help in actualising their overall strategies. Products and services must be communicated to the market for demand to be created and it is the function of marketing to ensure that this is done (Luther, 2011). Marketing plans provide plans for these marketing efforts in any given market. As opposed to business plans which are drawn at the strategic levels, marketing planning is a business level strategy function which mainly deals with the marketing aspect of the business (Cohen, 2006). The process of marketing planning is such that it draws to match the organisation’s strengths to the opportunities in the environment as presented by changing tastes and approaches to communication.

The elements of marketing plans help in thorough synthesis of internal and external factors in a manner that paints a clear picture of the organisation’s strategic position in the market. The understanding of this positioning is then followed by the generation of appropriate marketing strategies with such strategies often factoring in all the components of the marketing mix (Cohen, 2005). This broad approach ensures that the marketing strategies are balanced and likely to lead to the success of organisations. Marketing plans are therefore vital to the success of organisations.

The main role of the marketing plan is to facilitate the creation of workable marketing strategies that can lead to the success of the organisation. Good marketing strategies should be made only after a thorough situation analysis has been done both on the internal and external environments (Developing a Marketing Plan, 2011). The internal diagnosis focuses on the strengths and weaknesses of the organisation and aims at highlighting the strengths while taking actions that ensure that the organisational weaknesses do not render the organisation vulnerable to external competition. The external audit on the other hand evaluates factors that are outside the organisation. They can be reviewed at both the macro and micro levels. The micro level focuses on the specific industry in which the organisation operates while the macro level looks at factors that affect whole economies (Lincoln and Frontczak, 2008). These situation analyses play a crucial role in understanding the strategic position of the organisation and it in turn ensure that derived plans can succeed under the circumstances. Marketing plans therefore act as a rudder for ensuring that marketing strategies are created and implemented in a manner that assures success.

Marketing plans differ from business plans in that they constitute instruments for different levels of strategies in the organisation. Business plans are used at the strategic management where strategies are formulated at the corporate level. Strategies at this point determine the kind of business to be done, the vision and mission of the organisation, as well as the overall objectives of the organisation in the short and long terms (John and Martin, 1984). In other words, the business plans defines the organisations. Marketing plans are drawn at the functional level of the organisation. The marketing strategies and objectives adopted are fine-tuned to correspond with the overall organisational objectives. The business plans look at the approach to marketing as an important component of the plan while marketing plans are entirely dedicated towards the creation of marketing strategies and the monitoring of the same to ensure implementation is in line with plans (Buttell, 2009). Marketing plans therefore operationalize generic strategies as contained in the organisation’s business plans.

In addition to the nature and purpose of objectives contained, there is also a fundamental difference in the financial element in business plans and marketing plans. Business plans contain financial forecasts that are all inclusive and which extend from product development, other investments and even operational expenses (Adler, 1960). On the other hand, financial projections on the marketing plans only include elements that are directly related to the marketing strategies. The typical items in financial projections in marketing plans include sales revenues and costs directly attributed to marketing such as advertisements, promotional campaign budgets, cost of hiring additional marketers, and so on (Frith, 2010). Marketing plans are therefore a component of business plans. 

The composition of the marketing plan is strategic in that it focuses on not only creating strategies that are consistent with overall organisational goals; but also those that are workable and relatively easy to implement. The elements of marketing plans include the internal and external environment audits, marketing objectives, marketing strategies for the organisation, financial forecasts of revenues and cost of marketing programs, plans for implementation and control of the marketing programs (Kotler, 1970). These elements of the marketing plan relate with each other in a manner that creates synergy and results in the overall success of the organisation.

The situation analysis helps in determining the strategic positioning of the organisation and this is crucial in the generation of marketing strategies that can ensure that positional advantages identified are exploited appropriately. Three elements in the situation analysis have been identified: the macro environment, the micro environment and the internal environment (Curnow, 2007). The macro environment refers to factors that affect entire economies, countries and regions. They are factors that are beyond the control of the organisation and their analysis culminates into the identification of opportunities and threats. However, this analysis differs from that conducted at the business plan level in that it concentrates on factors that are more relevant to the marketing functions. One of the most popular models for analysing the external environment is the PESTEL model which categorises the factors as political, legal, environmental, economic, technological and social (Considine, 2011). Factors such as consumer attitudes and approaches to communication are among the most important elements in this analysis. The micro environment refers to factors within the industry in which the business operates. Focus on these factors is crucial in that it makes organisations aware of competitor actions and informs them of strategies that must be adopted to ensure that their endeavours are more successful (Bogan, 2010). It is common knowledge that a business’ marketing programs are bound to fail if it fails to at least match up to competitor strategies in terms of effectiveness. The focus on all the six elements as well as the competitor actions ensures that all relevant factors have been factored in and that the resultant strategies are founded on comprehensive and accurate facts.

Internal environment analysis is useful in outlining the internal strengths and weaknesses of the organisation. Strengths are those factors that could give an organisation a competitive edge in the market. They could include tangible as well as intangible resources which should be exploited through appropriate marketing strategies (Taghian, 2010). For instance, an organisation with excellent payment technologies could use it to position itself as the epitome of data security in the market. Weaknesses on the other hand are factors that may potentially put an organisation at a disadvantage. They are factors that should either be eliminated or their impacts minimised through appropriate strategies (Luther, 2011). For instance, an organisation with poor distribution networks could create marketing strategies that create demand for delivery services and thereby downplay its poor distribution network. These strengths and weaknesses form an integral part of the SWOT model.

The SWOT analysis model is an analytical tool whose importance in marketing plans cannot be downplayed. It summarises strengths, weaknesses, opportunities and threats adopted from the situational analyses. This model helps in highlighting the main situational factors in a manner that promotes clarity in the formulation of strategies (Luther, 2011). The matching of strengths to opportunities as well as the use of the same strengths to create opportunities out of the threats is the ultimate goal of marketing strategists. The SWOT model therefore plays an important role in ensuring that the best strategies are adopted.

The marketing objectives introduce a directional impetus to the marketing plan and it outlines the results that should be achieved within a given time. Objectives are useful in determining the extent to which implementation can be said to be successful. Objectives must be SMART: specific, measurable, achievable, realistic and time-bound (Lincoln and Frontczak, 2008). In most marketing plans, the time element stretches from 1-3 years (Buttell, 2009). There must also be a ‘fit’ between the marketing objectives and the overall organisational objectives. This is because the marketing plan’s main aim is to operationalize the overall business strategies and facilitate the achievement of the same. The marketing objectives therefore renew focus on the functional nature of strategies involved in the generation of marketing plans.

Marketing strategies outline approaches that are to be adopted to deliver on the marketing objectives set. One of the first steps is the determination of the target audience. This determination involves the factoring of research findings on the preferences and habits of such market segments and a subsequent determination of marketing strategies that would be most effective in reaching out to them (Curnow, 2007). The generation of marketing strategies factors in the elements of the marketing mix which include price, place, product, promotion, process, people and physical evidence. Promotion strategies tend to be the core component of the marketing plans as it is they that highlight the approaches that the organisation uses to communicate about the products to the target markets. The elements of the promotion mix such as advertising, personal selling, direct marketing, viral marketing and others are factored in depending on the identified habits and preferences of the target market (Frith, 2010). These marketing strategies not only need to be strategic and creative but also realistic in consideration of the environmental factors for them to deliver on the desired outcomes.

The financial forecasts play an important role in the marketing plans as they help in determining whether the plans being embarked on would provide net benefits. One main principle in the generation of marketing strategies is that the same should be valuable and this implies that the cost of implementing the same should be lower than the anticipated benefits (Considine, 2001). This element of the plan estimates expected revenues attributable to the plans and weighs them against the costs arising from the same plan. The financial forecasts therefore provide a rationale for the implementation of the business plan.

The monitoring and control sections of the marketing plans play the role of ensuring that the implementation is smooth and that any teething problems are resolved swiftly to avoid impeding the overall plan. The control mechanisms are put in place by establishing metrics that act as indicators to show whether projections are likely to be met. Any deviations from the expected outcomes triggers diagnoses which in turn lead to corrective actions aimed at ensuring that the objectives are met (Luther, 2011). The monitoring and control functions also help in triggering change of plans in the event factors within and without the organisation make it impossible to implement the original plans (Bogan, 2010). They also research on outcomes and reasons behind the same with an aim of ensuring that codes of best practice are established for the benefit of future marketing campaigns.

Marketing plan assumptions help provide the basis for the strategies proposed and the projections made. Assumptions are part of every strategic decision making process. These assumptions must be key and relevant to the subject matter. In other words, they must be factors that would significantly impact the business negatively or positively if any of the factors were to shift dramatically (Taghian, 2010). Given that the marketing plans operationalize the business plans, one of the main assumptions is that there will be no significant change in the strategic direction of the organisation. Any significant change would render the marketing plan ineffective or even obsolete. Most of the other assumptions relate to the external environment where it is assumed that there will be no significant deviation from the projections made within the duration of the marketing plan (Cohen, 2006). For instance, marketing plans are often made in the assumption that economic conditions would remain the same or grow within the parameters stipulated by major economic authorities in the relevant markets. A significant shift such as the occurrence of an unanticipated economic recession would certainly call for the review of the marketing strategies instituted (Developing a Marketing Plan, 2011). Factors such as political stability also tend to feature in the list of key assumptions with political upheavals often rendering the marketing strategies ineffective. Assumptions must therefore be factored in to qualify the plans and trigger reactionary actions in the event that any of them fail to hold true.

Marketing plans are functional plans that aim at achieving the organisational strategies set out in the business plans. Marketing plans contain marketing strategies that are derived after factoring in findings on the strategic position of the organisation in the markets as determined in the situation analysis (Buttell, 2009). The marketing plans also outline the objectives to be followed as well as financial projections that are necessary to provide a rationale for the implementation of the plans. In addition to these, marketing plans contain mechanisms for control and monitoring to ensure that implementation is smooth and objectives are met as intended (Bogan, 2010). Marketing plans are very important tools in business in the sense that they inform objectivity in the approaches to marketing in a manner that raises chances of success. Their comprehensiveness also helps in ensuring that they complement the overall organisational strategies. Even though they are formed at the functional level in the organisation, marketing plans play a crucial role in ensuring that the whole organisation is successful.


Adler, L. (1960). Phasing Research Into the Marketing Plan. Harvard Business Review, 38(3), 113-122
Bogan, S.D. (2010). The Marketing Plan You'll Need. Natalie Financial Planning, 40(10), 104-111
Buttell, A.E. (2009). 4 Steps to an Effective Marketing Plan. Journal of Financial Planning, 6-8
Cohen, W.A. (2005). The marketing plan, 4th Ed. Hoboken, NJ: Wiley
Cohen, W.A. (2006). The marketing plan, 5th Ed. Hoboken, NJ : J. Wiley & Sons
Considine, J.J. (2001). Developing a Marketing Plan for Religious Organizations. Journal of Ministry Marketing & Management, 7(2), 51-67
Curnow, R. (2007). A Marketing Plan: Like It or Not, You Already Have One. Physician Executive, 33(4), 34-36
Developing a Marketing Plan, (2011). Developing a Marketing Plan. Community Bank Marketing Manual, 25(7), 0-21
Frith, S. (2010).Updating Your Marketing Plan. Franchising World, 42(10), 43-46
John, G., & Martin, J. (1984). Effects of Organizational Structure of Marketing Planning on Credibility and Utilization of Plan Output. Journal of Marketing Research (JMR), 21(2), 170-183
Kotler, P. (1970). Corporate models: better marketing plans. Harvard Business Review, 48(4), 135-149
Lincoln, D.J., & Frontczak, N.T. (2008). A Practical and Effective Marketing Plan Assignment for Principles Of Marketing Students. Journal for Advancement of Marketing Education, 12, 52-62
Luther, W.M. (2011). The marketing plan: how to prepare and implement it.  4th Ed. New York, NY: AMACOM

Taghian, M. (2010). Marketing planning: Operationalising the market orientation strategy. Journal of Marketing Management, 26(9/10), 825-841

No comments:

Post a Comment