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A Template for
Analysis and Strategy
This template is designed for the analysis and planning phases of
marketing strategy development. You mustresearch and
understand the product and/or organization before using this
document. By working through the first half of the template, you
will develop a comprehensive customer, competitor,
organizational and environmental analysis. This sets the stage
for an effective strategy planning discussion. Remember:
Strategy is often inaccurate until the analysis phase is
satisfactorily completed. The rest of the document is designed
for the actual strategy development phase of marketing planning
and should be used only after the analysis is complete. By
working through these pages you will develop a comprehensive
plan for a successful business and marketing strategy.
OUTLINE:
I. Executive Summary
II. Action Plan
III. External Forces
IV. Internal Factors and SWOT Analysis
V. Marketing Goals and Objectives
VI. Marketing Strategy and Objectives
VII. Financial Projections