The Business Victoria Marketing Plan Template About the template



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The Business Victoria Marketing Plan Template

About the template


One of the most important, yet often overlooked areas for the small business owner is the development of a marketing plan. An effective marketing plan will act as a reference document to help you to execute your marketing strategy. It will also help you to develop a methodical approach to creating services and products that satisfy your customers’ needs.

When writing a marketing plan you need to be clear about your marketing objectives and how you’re going to achieve them. A good marketing plan sets realistic and measurable objectives; includes budgets and action plans, and allocates responsibilities.



Your marketing plan will include the following elements:

Keep it up to date


Planning your marketing should be an ongoing business activity. As the market conditions and your business change, you will need to revisit many of the ideas and strategies outlined in your marketing plan. By referring to your plan regularly, you will ensure that your business keeps heading in the right direction.

How to use this template


Prior to completing this marketing plan template, consider the following:

  1. Gather together your key business documents. This includes business plans, budgets, resumes, forecasts and registration documents. Having the right information on hand will mean you can be more accurate in your forecasts and analysis as you move through the marketing plan template.

  2. Take your time and consider your specific needs. Work through the template at your own pace. Start by deciding which sections are relevant for your business and set aside the sections that don’t apply. You can always go back to the other sections at a later date.

  3. Decide on your audience. It’s also important to consider your audience when writing your marketing plan. Will the plan be used internally? Or will you be sharing it with others? Deciding on the purpose of the plan can help you target your answers appropriately.

  4. Ask for some assistance. If you aren’t confident in completing the marketing plan template yourself, you can enlist the help of a professional (i.e. business adviser or accountant) to look through your plan and provide you with advice.

To complete the template:

  1. Guidance text appears throughout the document, marked by the word Guidance. Where you see a guidance note, read and then delete it. Guidance has been added to help you complete the template and should not appear in your final version.

  2. Using Word's Replace function, search for {Business Name} and replace with your company name.

    1. In Word's Home ribbon, open the Find and Replace tool, choose Replace to open the Find and Replace tool. The Find and Replace dialog opens with the Replace tab selected.

    2. Enter {Business Name} in the Find what field.

    3. Enter your company name in the Replace with field.

    4. Click Replace All



  1. Replace {items in curly brackets} with your own wording.

  2. Once you have finished work on the template, delete this and the following page.

  3. Lastly refresh the page numbers in the table of contents.

    1. Right mouse click on the table of contents

    2. In the small menu that appears, choose ‘Update Field’ then ‘Update page numbers only’.


{Insert Company Logo Here}

Marketing Plan




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