Market Survey Plan
A Fill-in-the-Blank Template for the Creation of a Comprehensive Survey Plan
Market Survey Plan
Table of Contents
PURPOSE ....................................................................................................................................... 2 PRIMARY GOAL(S) ..................................................................................................................... 3 SUMMARY OF CURRENT COMPANY GOALS AND MARKET POSITION ........................ 3 PROCESSES TO IDENTIFY CUSTOMERS AND CUSTOMER NEEDS ................................. 3 PROCESS TO EVALUATE ___[COMPANY]’S POSITION IN THE MARKET ...................... 5 TRACKING RESULTS.................................................................................................................. 5 REPORTING RESULTS AND RECOMMENDATIONS ............................................................ 5 LIST OF APPENDICES ................................................................................................................. 6 APPENDIX A: PROJECT TIMELINE ......................................................................................... 7 APPENDIX B: CUSTOMER PROFILE WORKSHEET ............................................................. 8 APPENDIX C: DEMOGRAPHICS ANALYSIS WORKSHEET .............................................. 10 APPENDIX D: INDUSTRY ANALYSIS WORKSHEET ......................................................... 11
Market Survey Plan
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PLACE ON YOUR COMPANY’S LETTERHEAD (DELETE THIS TEXT BOX)
Market Survey Plan
Instructions:
PURPOSE
The purpose of this Market Survey Plan is to set forth the actions ___[Company] will take to: Identify its customers. o Determine who we are selling to. o Determine what our customers want and need.
Text in Pink font throughout the document should be replaced with appropriate specific information, and the blanks and bracketed words deleted. 2. Once complete, highlight all text in the document and change the font color to black. 3. Delete this instructional text box.
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Identify its target market(s). o Determine ___[Company]’s target market(s), including segmentation and niche markets. o Propose an appropriate strategy for each identified market and segment. Evaluate ___[Company]’s position against its competitors. o Determine the attributes of our product/service that distinguish us from our competition. o Determine which competitors represent bona fide threats to ___[Company]’s bottom line. Track and report results in a manner that allows ___[Company] to strengthen its profits in the market by properly applying marketing methods. The Project Timeline at Appendix A shall be used throughout the process as a tracking mechanism. All costs associated with implementation of this Plan will be charged to cost center ___[insert cost center code]. Requests for Purchase and any loans to the project of personnel will be requested in accordance with the applicable policies and procedures. Questions related to this Plan should be addressed to ____[Title]/____[Committee Chair or Liaison].
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Market Survey Plan
PRIMARY GOAL(S)
___[Company] will: Sell ___[fill in] units of ___[fill in] product by the ___[fill in] quarter of ___[year]. Increase production of ___[fill in] by ___[fill in]% by the ___[fill in] quarter of ___[fill in]. ___[Other goal.] ___[Ot