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Strategic Plan Template
Strategic FormulationTable Of Contents Executive summary Situation Analysis Current situation (Great Cups) Definition of the business Mission Vision Objectives/Goals Strategies Policies Management profile
Strategic FormulationSituation Analysis Industry Analysis Economic Technological Political - Legal Sociocultural Task environment (Industry)
Strategic FormulationSituation Analysis Competitive analysis / each business Competencies (Distinctive & Core) Competitive advantage Economic indicators Value chain analysis Product life cycle DuPont analysis Strategic issues in HR/MKTG/MIS/FINA SWOT (TOWS)
Strategic FormulationSituation Analysis Marketing Mix (Great Cups) Product/Service Variety Quality Pricing List price Discounts Place/Channel Distribution Channel coverage Geographic coverage Market penetration Promotion Positioning strategy Marketing tools Budget
Strategic FormulationTarget Audiences Demographics Psychographics Behavioral Geographic Research used Surveys Census data Observations Focus groups Other
Strategic FormulationCustomer Decision Making Process Need/Problem Recognition Triggers? Influences? Information Search Evaluation of Alternatives Purchase Decision Variables Post-Purchase Behavior Dissonance?
Strategic FormulationCustomer Decision Making Process Research Techniques Observation Interview / Intercepts Focus groups Surveys Other
Implementation & EvaluationMarketing Plan Strategies Alternative strategies Redefine the business Revised Mission, Vision, Objectives Market development Product/Service development Market penetration Integration Diversification
Implementation & EvaluationMarketing Plan Tactics Branding Marketing tools Advertising PR Interactive Sales Promotion Personal Selling Retail Package Design Other
Implementation & EvaluationTactics Implementation Plan Budgets Feedback process Evaluation plan Financial Plan HR Plan MIS Plan
Documentation References Appendix Industry research dataCompetitive research data Surveys Promotional executions Implementation chart Expense and capital budgets Team member assignments Presentation handouts/slides
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