Thursday, September 26, 2019

Marketing plans: structure, elements and role


The marketing plan is a strategy document that aims at guiding the marketing endeavours of an organisation. Comprehensive marketing plans are very important in assuring the success of the organisation as far as the achievement of set objectives is concerned (Cravens and Nigel, 2009). This is a crucial component of the overall strategy of the organisation. It emphasises the approaches that are to be taken in bringing the products on offer to the customers. Marketing plans combine both the strategic and tactical elements of marketing operations (Keegan, 2002). The marketing plan takes consideration of the current market situations, evolving customer needs and perceptions, marketing objectives, environmental audit and budgetary implications of the plan to be implemented (Woof, 2011). This paper evaluates the role, structure and elements of marketing plans. It also clarifies the relationship between marketing plans, marketing strategy and business plans in relation to common misconceptions that relate to the same.   

The marketing plan serves a number of purposes in the organisation. To begin with, it enables an assessment of the marketing programs in place and their effectiveness. An integral part of the marketing planning process involves the assessment of the current situation and this provides the organisation with the opportunity to focus on their strategic positioning and how any weaknesses identified can be dealt with (Kotler and Lane, 2006). The situation analysis also focuses on competitor activity, market conditions in the macro environment as well as changing customer perceptions (Strauss, 2008). The marketing plan therefore provides organisations with the opportunity to evaluate the reality of their situations and this is crucial in ensuring that the strategies being implemented continue to be relevant to the market and to the organisations themselves.

Secondly, the marketing plan helps in assuring the future of the organisation by coming up with workable programs that would see the objectives set achieved. The formation of marketing objectives takes into considerations the outcome of the environmental audit undertaken in step one and is often derived as a means to fix any discrepancies noted with an aim to ensuring the achievement of the overall organisation’s goals (Strauss, 2008). Planning is crucial to the success of any organisation and this makes the marketing plan very important. Even though alterations may be needed in the course of implementation, it is imperative that a workable plan be the basis of initial implementation.

The marketing plan goes beyond strategy formulation and delves into the implementation aspects where tactical strategies are formed to ensure the achievement of the objectives set. The marketing managers at this point break down the plan and come up with specific activities whose effect is aimed at achieving the overall objectives (Clow, 2010). Focus on the elements of the marketing mix is very crucial at this stage as it aligns on aspects of the organisation and its products to the strategic direction laid out in the marketing plan. Of the greatest importance is the promotional mix where the elements are broken down and details provided on how such elements are to be implemented. The marketing plan covers details in a manner that leaves little room for doubt and this is important in guiding the marketing process for the relevant duration (Strauss, 2008).

To ensure that the activities are carried out in accordance to plan, the marketing plan provides yardsticks that help in giving the signals needed to determine whether the organisation is on the right track. It also aims to ensure that there is a balanced approach in the marketing process by providing a budget allocating specific amounts to the elements of the promotional mix. These controls are further complemented by the establishment of responsibility lines, activity schedules, introduction of targets, and mechanisms for review whenever there is need to do so.  

The marketing plan can therefore be said to be both strategic and tactical. It spans from the formulation of overall strategies to the generation of operational strategies that are expected to ensure that the set strategies are implemented (Hill, Jones and Galvin, 2004). For instance, strategic functions include the situation audit and the formulation of marketing objectives while the tactical functions include the determination of the elements of the promotional mix to be used, the establishment of yardsticks, determination of budgetary allocations and the establishment of responsibility lines among others (Strauss, 2008).

While analysts argue that the structure of marketing plans is not critical it has been noted that many marketing plans tend to follow a similar structure (Grant, 2007). A typical marketing plan is separated into six sections. The first section deals with the situation analysis while the second section lists and evaluates the marketing objectives for the duration of the marketing plan (Blythe, 2010). The third section makes mention of the elements of the marketing mix and how they are expected to contribute to the marketing objectives mentioned in section 2 (Blythe, 2010). In section 4, focus in channelled towards the elements of the promotional mix and this is followed by the control and management section where activity schedules, budgetary allocations and other control elements are considered (Blythe, 2010). The final schedule deals with mechanisms for measurement of progress and review of the same.

The variations from this structure only tend to be superficial and in most cases only done to satisfy the preferences of the managers in the various organisations. For instance, section one which deals with situation analysis can easily be separated into two sections where one evaluates the marketing programs and the internal environment while the other examines the external environment where customer characteristics, competitor activities and wider environmental factors are factored in (Clow, 2010). Similarly, many organisations tend to have the budget stand out on their own while other elements in control, measurement and review are put together under one section. A more common approach is also the combination of section 3 and 4 where the elements of the marketing mix are all considered together (Strauss, 2008). Other marketing plans could also introduce an additional section between section 2 and 3 where opportunity analysis is done before the marketing objectives are listed and evaluated (Blythe, 2008). Many other marketing plans tend to provide an elaborate executive summary that enables the evaluation of the strength of the marketing plan at a glance where all important points are highlighted in an easy to read format. These differences mostly have the effect of only altering the appearance of the marketing plans and not the content of the same.  

As has been mentioned above, marketing plans tend to have certain key elements: situation analysis, creation and evaluation of marketing objectives, generation of marketing tactics along the marketing mix frameworks, establishment of mechanisms for control and management, and measurement and review provisions (Homburg, 2009).

The situation analysis considers the current marketing activities and their impact on the overall goals of the organisation. It also entails an overview of the current market conditions. Under the situation analysis, the goings on in the macro environment as well as in the industry is noted. The internal environment of the organisation is also considered where new capabilities are taken into account. Among the frameworks used for the situation analysis include the PESTEL model, the SWOT analysis and the GAP analysis (Mullins, Walker and Harper Boyd Jr., 2009). Any assumptions made during the analysis are also stated for the avoidance of doubt. It is also in the situation analysis that managers evaluate the situation and determine the opportunities arising from changing situations. Situation analysis helps in identifying the opportunities that need to be maximised as well as weaknesses that need to be sealed (Mullins, Walker and Harper Boyd Jr., 2009). The main sources of information in this case could be competitors, customers and employees. Secondary sources may include current journals and professional publications.

The determination of marketing objectives is an exercise that factors in a number of features. To begin with, market segmentation and customer targeting are done. The marketing plan needs to be clear on who the organisation wishes to target. The wisdom of targeting is based on the general assumptions that 80% of the revenues of the organisation is derived from 20% of the market; and this makes it imperative that marketing efforts be channelled towards the 20% segment in order to optimise on the marketing efforts (Kotler, 2010). The determination should be strategic. The marketing objectives also factor in the market positioning and the brand image that the organisation wishes to project. Branding is an integral part of the marketing process and it plays a special in establishing relationships between the products and the consumers. Assumptions used are also made clear in the section (Grant, 2007). The determination of objectives helps in guiding the plan to success. SMART objectives lead to the success of the entire organisation. Managers need to draw from their intellect in order to come up with actionable objectives.     

In the outlining of marketing tactics, the marketing plan outlines the specific measures that are to be taken in order to realise the objectives set. Focus is mostly on the elements of the marketing mix where price, product, place and promotion are outlined. The importance of focusing on all the elements of the marketing mix is brought out by the need to ensure that there is synergy in the composition of the elements and this ensures greater success. Elements of the promotion mix which include advertising, direct marketing, personal selling, e-marketing, and sales promotions are also highlighted and their mode of implementation accorded attention (Mullins, 2010). In many cases, the promotional mix forms the bulk of the implementation of the marketing plan and this informs the erroneous conception that many have in regarding marketing plans as promotional plans.

The implementation phase also focuses on management and control. In this element, the managers evaluate the resources needed and allocate them to the plan. Resources in this case may range from time, human resources, office equipment and finances (Mullins, 2010). It is also under this element that the budgetary allocations are made. Budgets are important tools of control as they in many cases determine to what extent certain activities can be implemented. Also crucial in this aspect is the implementation schedule which allocates time to the different elements. The control and management element also outlines duties of various officers and establishes responsibility lines in a move aimed at ensuring that operational hiccups are resolved swiftly.

A good marketing plan provides for ways of measuring progress and alteration of the overall plan where need arises (Clow, 2010). The review and measurement section provides targets and milestones to provide early signals in case there is need to review the entire plan. It is imperative that such mechanisms be put in place to minimise on wastage of resources and greater involvement in a marketing plan where it not likely to yield the desired results.

Each element of the marketing plan is crucial towards the generation of a comprehensive and workable plan. The situation analysis provides the background where current marketing activities are evaluated. It then compares such activities to prevailing conditions and generates information that is crucial in determining whether or not current marketing programs should be used in future and to what extent if so. The situation analysis therefore informs the managers on the appropriate strategies to be used. Without a proper situation analysis, the objectives set may prove to be unrealistic (Clow, 2010).

Marketing objectives help in guiding the rest of the marketing plan and they form the basis on which all other elements are generated. The implementation plans as well as controls are all based on set objectives. The implementation elements (marketing mix, control and management) provide the means through which the marketing plan can be put into effect (Mullins, 2010). Without them, the plan remains just a plan. All the planning phases must culminate into the implementation phase for any strategy to work and this therefore makes these elements very critical to the marketing plan. Mechanisms for measurement and review play the role of providing timely warning signs whenever there are substantial deviations from the main plan (Mullins, 2010). They measure progress and are therefore important in ensuring that corrective mechanisms are taken in time to ensure that the original objectives are achieved.

As can be seen, the elements of the marketing plan play a complimentary role and contribute greatly towards the achievement of the overall objectives. Without any of them, it becomes difficult to achieve the goals set. 

Marketing plans are in many cases misconceived to be synonymous to business plans. This misconception is often linked to the fact that both plans deal with how organisations intend to ensure that their objectives are met in the market. They both contain several elements in common including environmental audit, the marketing mix, and others (Grant, 2007). However, it must be appreciated that whereas business plans are developed to justify the viability of a business idea, marketing plans can only exist where such businesses are already in operation (Mullins, 2010). Secondly, marketing plans only factor in elements dealing with the marketing function while business plans focus on all other aspect of the organisation; including marketing.

Another misconception relates to the marketing plan itself where it tends to be oversimplified with many perceiving it to be a mere promotional plan. Elements of the promotional mix tend to form the bulk of the implementation section of the marketing plan by virtue of the fact that they are very useful in creating awareness of the products in the market (Kotler, 2010). However, it must be appreciated that marketing plans are both strategic and tactical documents that consider all elements of the marketing mix in a manner designed to ensure all goals are met.

Marketing plans help in guiding the marketing endeavours of organisations. They play a crucial role in aligning the marketing activities of organisations to the overall strategies of the organisation. Marketing plans are always structured in a manner that ensures that a critical analysis of the internal as well as the external environments of the organisation is done. This analysis culminates in the identification of loopholes to be sealed and opportunities to be maximised. Objectives are then set to define the market positioning, customer segmentation and other relevant objectives. The determination of the marketing mix elements to be implemented marks the beginning of the implementation phase. This, together with the determination of resources, time schedules and budgetary allocations constitute the sections that put the plan into action. Marketing plans also contain mechanisms for control to ensure that any anomalies are identified and corrected in good time. Marketing plans are structured in a manner that makes all the elements of the marketing plan very important and critical towards the realisation of a workable plan. It is therefore important that all elements be given due attention. Any laxity in considering any of the elements can easily lead to the creation of a weak marketing plan: one which fails to deliver on the objectives set.

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