Marketing Plan Templates (5 x Word + 10 Excel Spreadsheets)

Use these Marketing Plan Templates (5 x MS Word templates and 10 Excel spreadsheets) to summarize the Who, What, Where, When, and How questions of marketing and sales activities for the planning year. Use this Marketing Plan Template to:

  • Analyze your competitors in order to position your product or service
  • Develop your product so that it meet customers’ needs
  • Ensure pricing matches customers’ expectations and spending habits
  • Define the promotion, advertising and PR you’ll adopt
  • Identify specific marketing events or actions that will increase sales
  • Deliver a cohesive plan that becomes your blueprint to marketing success

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Marketing Plan Template: Screenshots

These screenshots are taken from the 5 x MS Word templates included in the Download file.

Modern themed cover page

Techno Theme cover page

Classic Marketing Plan Template

Page 1 of the Table of Contents

Executive Summary

Action Plan and Implementation Guidelines

Budget Determination

Budget By Type – landscape page

Examples of how to perform Competitor Analysis

The Matrix for Competitor Analysis

Approach to Competitor Analysis

How to determine your Pricing Strategy

Details of the Products and Services you plan to Sell

What are your Sales Forecasts? Use this and the Excel files to determine your goals

Situation Analysis

SWOT Analysis

Your Marketing Team

Tracking and Evaluation

Marketing Plan: 10 Free Excel Templates

Marketing Plan: Table of Contents

1 Executive Summary
1.1 Company Description
1.2 Strategic Focus
1.3 Goals
1.4 Current Situation
1.5 Competitive Advantage

2 Situation Analysis
2.1 Market Research
2.1.1 Research Findings
2.1.2 Growth Projections
2.2 Competitor Analysis
2.2.1 Competitor #1
2.2.2 Competitor #2
2.2.3 Competitor #3
2.2.4 Competitor Matrix
2.3 Customer Analysis
2.4 Environment Analysis
2.5 Industry Analysis
2.6 Market Definition and Segmentation
2.7 Market Analysis
2.8 Target Market
2.9 Target Market Strategies
2.10 SWOT Analysis
2.10.1 Identifying Internal Strengths And Weaknesses
2.10.2 Identifying Opportunities and Threats

3 Products and Services
3.1 Description of Products/Services
3.2 Comparison
3.3 Products/Service Features
3.4 Other Considerations

4 Market Strategy
4.1 Image
4.2 Positioning
4.3 Promotion Strategy
4.4 Price Strategy
4.5 Price Comparison
4.6 Customer Service
4.6.1 Retaining Customers
4.6.2 Customer Complaint Handling

5 Sales Forecast
5.1 Sales Forecast By Product
5.2 Sales Forecast By Type
5.3 Sales Forecast By Market
5.4 Sales Forecast By Location

6 Budget Determination
6.1 Budget By Type
6.2 Budget By Month
6.3 Budget by Team Members

7 Marketing Organizations
7.1 Organization Chart
7.2 Roles & Responsibilities

8 Action Plan and Implementation
8.1 Schedule
8.2 Action Items
8.3 Implications for staff involvement

9 Communication Plan
9.1 Sales Material
9.2 External Communications
9.3 Distribution Groups

10 Tracking, Evaluation & Control
10.1 Tracking
10.2 Evaluation
10.3 Control

Marketing Plan Template: Format & Contents

The templates are in Microsoft Word (.doc and .docx) and Excel and can be downloaded online for only $19.99.

The template pack includes the following documents:

Marketing Plan (Blue Cover + MS Word 97-2003 file) 2 x 40 page template Download Word template
Marketing Plan (Color Pencils, Berlin, Hip Themes) 3 x 40 page template Download Word template
Competitive Analysis  1 x worksheet Download Excel template
Costs  1 x worksheet Download Excel template
Demographic Profile  1 x worksheet Download Excel template
Market Research  1 x worksheet Download Excel template
Market Profile  1 x worksheet Download Excel template
Sales Forecast by Market Segment  1 x worksheet Download Excel template
Sales Forecast by Product  1 x worksheet Download Excel template
Sales Forecast by Region  1 x worksheet Download Excel template
Sales Forecast by Unit  1 x worksheet Download Excel template

Download Now for only $19.99

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How can I Pay with my Credit Card (instead of PayPal) ?

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Who are your Customers?

Here is a sample list of our customers. Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats are the templates in?

The files work on Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac).

How do I get my templates?

After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at or info at or ivanawalsh at Please include your order number

Help! I’ve accidentally deleted my templates!

Just drop us a line with the order number. We’ll send it out.

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Ivan Walsh