Annual Marketing Plan Worksheet

STATEMENT OF GENERAL PURPOSE AND GUIDING PRINCIPLES:

TARGET MARKET:

MARKETING AND SALES GOALS and MEASURABLE OBJECTIVES: Primary Objectives Secondary Objectives

MESSAGES RESOURCES MARKETING AND SALES STRATEGIES

Calendar of Marketing Activities

Strategy

Key Action Items

Assigned To

By When

Budget

1st 2nd 3rd 4th

QUARTER REPORT 20____

Marketing activities are tracked for both the current quarter and the previous quarter as responses may continue into subsequent quarters.

Mailings
Campaign Name 1: Date: Type of Mailing: Quantity Mailed: Responses received: Follow-up calls made: Sales Presentations: #Job Orders: # Programmatic Orders:

Campaign Name 2: Date: Type of Mailing: Quantity Mailed: Responses received: Follow-up calls made: Sales Presentations: #Job Orders: Programmatic Orders:

Page 4 of 5

General Cold Calls/Sales

Telemarketing calls made: Group Presentations made: Sales Presentations made: # of resulting Job Orders: # of resulting Programmatic Orders:

Events/Public Relations
Event Name: Date: Type of Event: # of Attendees: Follow-up calls made: Sales Presentations: #Job Orders: # Programmatic Orders:

Community Outreach Activity

A. Events (describe): B. Community meetings/coalitions (describe):

Page 5 of 5