“how to develop a rolling marketing plan” business … · • cal poly 5 year ... linkedin....
TRANSCRIPT
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“How To Develop a ROLLING Marketing
Plan”The purpose of this PRESENTATION is to
Develop a Marketing Mindset.
Ron McKenzie
FEBRUARY 25th WEBINAR
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G• Cal Poly 5 Year Degree in Architecture - Licensed Architect in California for 34 years
• ABC Approved Peer Group Facilitator & Speaker
• Facilitator of PDCA Peer Groups
• Authored - Over 100 business/strategy plans
• Co-publisher of the BD4AEC.ORG Business Development Ezine
Ron McKenzie
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G• Speaker at over 75 seminars throughout the U.S.• Business Plan seminars in Hong Kong & Paris• Author
– 7 PDCA Management Books– 200 published articles / business planning– McGraw-Hill: Successful Business Plans for Architects– The King and The Moat Contractor column– Overcoming Procrastination: A 42 Year Report– Who Moved The Sun: A Twin Remembers– Self-Publishing vs. Traditional: Pixel or Paper– Detective mystery fiction, contemporary fiction
Ron McKenzie
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Webinar Rules:
1. Concentrate on Listening
2. Record Ideas
3. Make a Growth Commitment
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There is a lot of overlap in the areas of Strategic, Business and Marketing.
Strategic, Business and Marketing PlansStrategic, Business and Marketing Plans
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The Challenge is to make sense out of marketing so it
can be managed.Marketing Plan, Marketing, Company Growth, Blogs, Associations,
Marketing Overview, Business Development, Social Media,Proposals, Take Away, Direct Mail, Press Releases, Databases, Strategic
Plan, Marketing Plan, Brochures, Premiums, Speeches, Construction Signage, Referrals, Direct Mail, Outside Organizations, Presentation
Formats, Social Media, Computer Presentations, Cold Calls, Proposals, Speaking, Meetings, Writing Activities, Networking Events, Trade
Shows, Articles, Web Site, Research, Presentations, Testimonial Letters,Incentives, Reference Sheets, Advertising, Project Lists, P/R, Corporate,Identity Programs, Entertaining, Image Surveys, Database Management, Competitive Information, Internet, Business Cards, Stationary, Ground
Breakings, Ribbon Cuttings, Building Tours, On Site Inspections, LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House,
Board Meetings
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Ask Yourself This Question:
If everyone claims to be on time and on budget, when the prospect asks why they
should award the project to your company, what’s your answer?
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GThe Answer Is:What is your company’s strategic
advantage?
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GDo You Market Your Strategic Advantage?
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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GConsider this situation. You are in charge of marketing for a construction company or an architect, and your company is building a project in an industrial park. The city and the park have strict signage rules that say you cannot have any signs on the site. Your goal of course is to let people know that your company has designed the project, or are building it.
How do you get a sign on that site?
What is Marketing?
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GThat’s what marketing is all about. It’s about getting your message out and solving problems.
I have had that same problem several time working in the Chicago area for both architects and design-builders.
At the end of the seminar I will tell you how I did it, and it will illustrate what marketing is all about.
What is Marketing?
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GEveryone! Everyone in the company has a duty to marketing. Marketing is everything you do to promote your business.
Everything! From how the phone is answered, to what your construction site looks like, to what message you communicate on company trucks.
Who is Responsible for Marketing?
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Marketing is important because it’s how you communicate your strategic advantage to your prospects.
Marketing creates a climate of acceptance; it doesn’t sell anything, it creates situations where contractors become attractive to specific groups, and, as a result, form business relationships.
Another Way to Think of Marketing:
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Remember:In order to grow your business, you must go outside of your network.
Marketing keeps your message in front of your existing network so they don’t forget you, and gets you in front of new prospects.
These prospects are the ones that can grow your business.
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To organize one’s business.
To develop financial strategies and growth plans.
To use as a scorecard for evaluating progress against the plan.
Why Marketing and Business Planning?
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What is a Rolling Marketing Plan?
• A Rolling Marketing Plan is part of your business plan
• It divides your marketing activities into separate categories that are implemented through out the year based upon your plan.
• The PLAN has Goals and Objectives just like the business plan
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Executive Summary
Market PositioningSWOT / Issues
StrategicPlan
BusinessPlan
MarketingPlan
Strategic Path
5 to 10 Year Vision
Conclusion
Strategic
Figure 1 – Strategic, Business and Marketing Planning Model
PathSupports Business
Objectives
Supports Strategic
Plan
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Executive Summary
Market PositioningSWOT / Issues
StrategicPlan
BusinessPlan
MarketingPlan
Strategic PathConclusion
Strategic
Figure 1 – Strategic, Business and Marketing Planning Model
Path
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GStrategic planning provides direction for growth.
Business planning is what you are going to do THIS YEAR based upon the strategic direction.
Marketing planning creates the environment for the sale to occur based upon the business plan which is a reflection of strategy.
Planning
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Challenges...
• Grow the company• Limited marketing budget• Limited personnel to do marketing• A behind the curve timetable• Lots of great marketing ideas• A history of successes and failures• “Everyone’s a marketing genius” syndrome• Implementation roadblocks
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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Executive Summary
Market PositioningSWOT / Issues
StrategicPlan
BusinessPlan
MarketingPlan
Strategic Path
5 to 10 Year Vision
Conclusion
Strategic
Figure 1 – Strategic, Business and Marketing Planning Model
PathSupports Business
Objectives
Supports Strategic
Plan
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BusinessPlan
StrategicPlan
MarketingPlan
A Plan Must Answer These Three Questions:
BusinessPlan
StrategicPlan
MarketingPlan
OR
Three Separate Plans?
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GA Plan Must Answer These Three Questions:
• Who Are We?
• Where Do We Want to Go?
• How Do We Get There?
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I Executive SummaryII Positioning
A. Company SummaryB. Strategic StatementC. Corporate VisionD. Mission StatementE. ServicesF. Management Team
III Market CharacteristicsA. Market AnalysisB. CompetitionC. Trends
IV Opportunities and Issue AnalysisA. SWOTB. Issue AnalysisC. Risk Analysis
V Goals and ObjectivesA. Financial Goals and Objective B. Human Resource ObjectivesC. Marketing Goals and ObjectivesD. Operation Goals & ObjectivesE. Technology Goals and ObjectivesF. Administration Goals and Objectives
VI Marketing and Business Development Tactics A. Marketing StrategyB. Marketing Tactics
VII Financial StrategiesA. HistoryB. Proforma ProjectionsC. Budgets
VIII ConclusionAppendix
Who Are We?
Where Do We Want to Go?
How Do We Get There?
Strategic Issues
Business Issues
Marketing Issues
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V Goals and ObjectivesA. Financial Goals and Objective B. Human Resource ObjectivesC. Marketing Goals and ObjectivesD. Operation Goals & ObjectivesE. Technology Goals and ObjectivesF. Administration Goals and Objectives
VI Marketing and Business Development TacticsA. Marketing StrategyB. Marketing Tactics
VII Financial StrategiesC. Budgets
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G1.1. What is MarketingWhat is Marketing2.2. Marketing PlanMarketing Plan3.3. GrowthGrowth4.4. Marketing OverviewMarketing Overview5.5. Business DevelopmentBusiness Development6.6. Social MediaSocial Media7.7. ProposalsProposals8.8. Take AwayTake Away
7 Topics of Discussion
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Executive Summary
Market PositioningSWOT / Issues
StrategicPlan
BusinessPlan
MarketingPlan
Strategic Path
5 to 10 Year Vision
Conclusion
Strategic
Figure 1 – Strategic, Business and Marketing Planning Model
PathSupports Business
Objectives
Supports Strategic
Plan
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Planned growth is better then unplanned growth.
• Growth should be as a result of a...
Strategy!1.
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Strategy is different with every firm because of people.
• Two firms will never be the same because of the skill sets of people.
• If you want to grow, human resources becomes an important issue.
2.
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Strategy must fit the current economic environment.
• Be prepared to change if you must.
• The economy is best viewed like a steeplechase.
3.
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Implementation via the business planning process is the key.
• Monthly checks and balances must become part of your office practice.
4.
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Profitability is the ultimate measure.
• Unless you are in for the long haul by buying market share, growth should be profitable.
5.
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GGrowth is the Result of Strategy
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Strategy Drives Business Planning
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Strategy Drives Marketing
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GStrategy Determines The
Services You Market
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Take Away8. Proposals
7 Topics of Discussion
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CREATING PROFITABLE GROWTH
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Executive Summary
Market PositioningSWOT / Issues
StrategicPlan
BusinessPlan
MarketingPlan
Strategic Path
5 to 10 Year Vision
Conclusion
Strategic
Figure 1 – Strategic, Business and Marketing Planning Model
PathSupports Business
Objectives
Supports Strategic
Plan
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YOUR PROSPECTS
YOUR MARKETING
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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CREATING PROFITABLE GROWTH
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Marketing
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Rolling Marketing Plan
CONTRACTSGMARKETING
MARKETING
RFP'S / BIDS
CONTRACTS
PROJECTS
Direct Mail/PostcardsInfrastructure Development
Leads
Internet Site
Articles/Blogs
Proposal
Competitive Analysis
Ground Breaking
Ribbon Cutting
Progress Photo's
Fact Sheets/Reprints
Testimonials
Building Tours
Press Release/Internet
Site Mobilization
LEVERAGED MARKETING
Photos/Web SiteNetworking/Associations
Telemarketing
Preliminary Bidding
Budget PricingConstruction Signage
Pricing Strategy
Short List / Interviews
One-Year Follow-Up
Social Media
Social Media
Social Media
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Brochures PremiumsConstruction Signage ReferralsDirect Mail Outside OrganizationsPresentation Formats Social MediaComputer Presentations Cold CallsProposals Speaking and Writing ActivitiesNetworking Events Trade ShowsArticles / Blogs ResearchTestimonial Letters IncentivesReference Sheets AdvertisingProject Lists P/RCorporate Identity Programs EntertainingImage Surveys Database managementCompetitive Information Internet Web SiteBusiness Cards, Stationary Marketing Communication Material
Marketing Tools
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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Influencers (Allies) are people who can influence someone using your services. They represent the largest portion of your database.
Do you market to Your Influencers?
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50
Clients
Bankers
Consultants
Accountants
Architects
Lawyers
Sub-contractors & Vendors
Media and Press
PROSPECTS
YOUR COMPANY
Relationship Building
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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A Prospect is someone with a problem you can solve. They might be a client.
Clients are existing relationships where you have solved their problem and can bring you more work, and/or influence someone using your services.
Do you market to Prospects and Clients?
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53
The people that you know in construction are often the same
people that your prospect knows, and these people can often influence a buying decision.
PROSPECTS
INFLUENCERS
Relationship Building
ALLIES
CLIENTSYour
Company Where
Everyone Markets
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
![Page 55: “How To Develop a ROLLING Marketing Plan” BUSINESS … · • Cal Poly 5 Year ... LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House, Board ... for the sale to](https://reader030.vdocuments.site/reader030/viewer/2022020204/5b706c0f7f8b9aab548d5789/html5/thumbnails/55.jpg)
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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What is the Difference Between
Business Development and
Marketing?
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Marketing
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Marketing
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Business Development
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Business Development
Marketing CREATES the environment for the sale to occur.
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Business Development
Business Development goes out and gets the sale.
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Business Development is a “The Balancing Act”
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BUSINESS TO BUSINESS
CLIENTS &PROSPECTS
INDUSTRYAT LARGE
COMMUNITY & REGION
Business Development“The Balancing Act”
![Page 64: “How To Develop a ROLLING Marketing Plan” BUSINESS … · • Cal Poly 5 Year ... LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House, Board ... for the sale to](https://reader030.vdocuments.site/reader030/viewer/2022020204/5b706c0f7f8b9aab548d5789/html5/thumbnails/64.jpg)
CREATING PROFITABLE GROWTH
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How can you find out about an opportunity before your competitor does?
Business Development
![Page 65: “How To Develop a ROLLING Marketing Plan” BUSINESS … · • Cal Poly 5 Year ... LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House, Board ... for the sale to](https://reader030.vdocuments.site/reader030/viewer/2022020204/5b706c0f7f8b9aab548d5789/html5/thumbnails/65.jpg)
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GThe answer is the business development process where relationships are developed along with a network of contacts and opportunities.
Business Development
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The difference between BD and Marketing is that marketing deals with activities such as database development, press releases, advertising, and collateral materials; whereas, BD deals with relationships and sales opportunities.
What is the difference between BD and Marketing?
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Business Development Critical Issues
Knowledge
Information Gathering
Forecasting
Networks
Circle of Influence
Time Investment
Consistency
Critical Issues
Strategy Development
Brand Development
HR Development
Communication
Relationships
Company Wide
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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How Marketing Has Changed
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“THE EVENT” Ties It all Together
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PROPOSALS
CPA’s
BUSINESS Development Relationships
YOUR PROSPECTS
PRWhite Papers
ShowsArticles
Subs
CM’s
Attorneys
Engineers
Principals
Bus Dev
Office Visits
Shows
ExistingClients
LinkedIn, Facebook, Tweets, Blogs
YOUR MARKETING
Federal Industrial
Comm.
INFLUENCERS
(Allies)
WIN
LOSE
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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74
The Pre-Qualification Process--Green Light Means Go!
The Plan of Attack- Discovering the Key
Issues/Concerns/Goals
The Project Summary Brochure
Proposal Serves As an Outline for Your Presentation
Proposal Principles
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Prequalification Process
• Perform “Due Diligence”• Marketing Intelligence• Reconnaissance• Understand Your Position and Your Probability
of Success
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Organize and Assemble the Right Team—a Champion
Delegate the RFP Sections or the Proposal Parts
Set Realistic Deadlines, Keep Communication Free Flowing, Adjust As Necessary
Get Quality Phone and Face Time With All Players, Especially the Owner
Champion Needs to Motivate, Be Enthused and Competitive in Strategic Approach
Green Light Means GO!
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The Hot Five--Flush Out and Really Understand Owner’s Perspective/philosophy
Outmaneuver the Competition by Listening and Acting Upon What You Hear
Why You? Sell Your Price Throughout Proposal
Outline for Project Brochure
Ask for the ORDER
Discovering the KEY Concerns/Goals
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Focus on Owner, Not YOU
Focus on Their Key Issues
Focus on Their Project Specifics
Focus on Selling Value
Focus on more than On-Time and On-Budget
Focus on Practice, Role-play, Q&A, Comfortable, Engaging Delivery
Proposal Outline for Your Presentation
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G1. What is Marketing2. Marketing Plan3. Growth4. Marketing Overview5. Business Development6. Social Media7. Proposals8. Take Away
7 Topics of Discussion
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What is Your Take Away?
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G• Use planning methodology as a tool to manage your future.
• The business plan is a management tools, not a report sitting on a shelf.
• There is a difference between strategic planning, business planning and marketing planning, but they do all work together.
Summary
![Page 82: “How To Develop a ROLLING Marketing Plan” BUSINESS … · • Cal Poly 5 Year ... LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House, Board ... for the sale to](https://reader030.vdocuments.site/reader030/viewer/2022020204/5b706c0f7f8b9aab548d5789/html5/thumbnails/82.jpg)
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G• Market your company to your allies, prospects and clients.
• Address strategy & develop tactics
• Assign goals and objectives to your executive team and track the progress
• Keep an eye of the competition
• Watch the economy
Tips
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Here is the answer to the question as to how to get a sign on the CONSTRUCTION SITE
when the authorities say no.
What is Marketing?
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GGo to your insurance carrier and explain there is a safety issue with trucks moving in and out and you need construction signage as a safety precaution.
They write a letter an you take it to the authority in charge, and you will get the sign.
What is Marketing?
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Develop your own marketing plan.
Start to develop all the components. Even if it’s four to seven pages, it’s better then not having a plan
Add on to each year. Tell others you develop a plan and refer to it in meetings.
What do you do if your company does not Plan?
![Page 86: “How To Develop a ROLLING Marketing Plan” BUSINESS … · • Cal Poly 5 Year ... LinkedIn. Leads, Networking, Progress Photos, Brochures, Open House, Board ... for the sale to](https://reader030.vdocuments.site/reader030/viewer/2022020204/5b706c0f7f8b9aab548d5789/html5/thumbnails/86.jpg)
CREATING PROFITABLE GROWTH
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G“It is not the strongest of the species that survives, nor the most intelligent; it is the one
that is most adaptive to change.”
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CREATING PROFITABLE GROWTH
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G1. Plan your planning. November 15 to December 15 every year. (Fiscal year)
2. Plan must have a budget.3. Cash flow is King. When the cash problem is solved, everything
falls into place.4. Target a niche market. Become the expert.5. Plan must match resources.6. Get your company name in front of your target market a minimum of
once each month.7. Use testimonials.8. Focus your marketing on solving problems.9. Learn the value of the compounding dollar, and manage your cash
resources.10. Hire a really nice consultant with a sense of humor.
McKenzie’s Marketing Rules
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CREATING PROFITABLE GROWTH
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Planning Logic
Questions?