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Organizational Planning
Marketing Plan for News Letter and Operations




Prepared By:   Lawrence Samuels




August 10, 2012
Company Confidential

Colorado Springs, CO 801918



    Thank you for providing me the opportunity to conduct an analysis and plan for our marketing and
business efforts for our Newsletter. For our future marketing efforts, I found that targeting segments
through proper communication channels will be effective at gaining desirable results. Also, we must
position ourselves to gain as much information as possible about our campaigners’ activities and
practices. The recommendations in the analysis include:

        Conducting a Survey
        Segmenting our customers
        Targeting our customers
        Use of communication channels
        Creating a database and gathering information

The services we provide as a Non-profit is essential to our community. Not only will we need to know
more about our Campaigners but also our need to effectively manage each process and organization will
depend on our communication and ability to gain commitment. To accomplish this we must treat each
client differently, make a connection, and then create a competitive environment that is rewarding.



Thank You,




Lawrence Samuels
Lawrence Samuels

Nowandlater2012@gmail.com




PS.     Refer to our marketing plan for Customer analysis, Industry trends, strategies and possible
repositioning
Internal Marketing and Campaign Department Account Management
Channels

          The use of Multichannel Marketing to reinforce, attract and build lasting relationships
          Direct, Indirect and Electronic
          Channel Alliance – gathering information to use resources from multiple clients to further
          development and competition.

Our Role

Our role is to be an influencer to aid in decision making and provide direction. Situational leadership is
dependent on the capabilities and resources of our organizations and to maximize the control and use of
information.

          Creating classes of organizations
          Creating a lifecycle
          Recording present and past results
          Coordinating activities and communications that strengthens the process
          Assign individuals that are responsible for the roles of each organization
          Assigning individuals that work with multiple organizations, cross selling, and maximizing the
          abilities of the full workforce
          Intensive to selective distribution of information



Dealing with Objections for Effective Management

For Communicating with target segments and increasing our ability to penetrate as many businesses as
possible:

          Acknowledge and convert the Objection
          Postpone
          Agree and Neutralize
          Accept
          Close and Productive Follow ups



Results

          Compare, analyze and Record Results
Market Analysis for Newsletter :SWOT Analysis




Efforts to Build Strengths

        Target our Corporations for maximum market penetration
        The use of Media to attract and encourage participation
        Flexible newsletter for different target audience

Efforts to Minimize Weaknesses

        Hands on Assistance with Small Business
        Use bargaining power to assist with incentives
        Constant communication and provide direction

Opportunities
       Form a competitive environment between the different corporations
       Encourage volunteers through incentives, rewards, and recognition



Refer to e-Newsletter action plan for creating a competitive environment by gathering and sharing
information.

                                 “A Beginning and a end is just a race”
Small
                     Corporations        Non-Profits                            Institutions
                                                              Business




                                        Use market based grouping


                                    Current Customers
                                          Driving Forces
Use of Information and Our Bargaining Power

Managing Communicate Channels

Gaining Commitment

Delegate Particular Companies


                                         Resisting Forces
Business Needs

Inappropriate behavior: Responses to information communicated

False expectations

Ineffective Management


   Service Goals

   The chances of success are elevated by segmenting our market and developing a high impact strategy
   for each market. The proper use of our communication channels to either delegate, increase
   competition, or to gather useful information among our corporations will help us delegate the
   processes. On the contrary, direction among our non-profits and small business requires proper
   handling, encouragement and the use of our bargaining power to aid the process. The objective is to
build off each customer segment point of difference and either provide delegation or facilitation to aid
their process.

        80/20 rule: identify high stakeholders and provide delegation

Resources

        Point of contact : Refer to dealing with objections
        One on One Encouragement: Personal interviews, selecting targeting
        Visit to offices: gain information
        Email, Mail, Social Networks, Phone: communication channels
        Create an Effective Database: Information Management
        Total amount per business up to date: Effective goal setting
        Campaigners partners and associates: Information, long-term solutions and opportunities
        Information: our most valuable asset

Product Features

        Volunteer: Target
        Campaign: Target
        Individual Benefit verse Big Picture: Influences in newsletter

Expenses

        Administrative
        Create a “goodwill fun” for efforts to assist businesses or Negotiation
        Economic: Opportunity costs associated




      Synergy
       • Locating the market potential, Set as a goal. Also Industry potential by target
         segment. Refer to previous years or financial statements for goodwill.
       • Conduct a pre-Campaign survey to gather expectations and capabilities

      Product Differentation
       • Using different strategies for different markets to attract involvement "How to be
         a hero in many ways than one"

      Compatability of Businesses Objectives verse Resources
       • Provide assistance if necessary for business to particpate. Future benefits.

      Get Competition Involve.
       • Communicate competition
       • Form a competitive Environment and raise the stakes
Situational Analysis


Assistors and Resistors




        Sources of Assistance                                       Sources of Resistance
Who     Businesses of all shapes and sizes                          Behavior among organizatons

What    Research, Rewards, Recongintion, Incentives                 Unable to acquire the resources

Where   Food vendors, Gas Stations, Retail Stores                   Inability to gain commitment

When    During Campaign and Afterwards,                             Communication

Why     Encouragement-Empowerment-Competitive Environment           Communication

How     Advertise, Communicate Rewards                              Outlets, effectively communicating the message




Action Plan



Action Steps                      What                Who               How                  Where          When
1.Conduct a survey to             Survey              Businesses        Electronic           Workplac       Pre-
gather Expectations and                                                                      e              Campaig
Capabilities.                                                                                               n
2.Segment the                     Identification      All involve       Based on             Workplac       ASAP
corporations, small                                                     Survey               e
business, and nonprofits                                                results/Agend
based on survey results.                                                a
3. Create communication           Email, person       Individual        Research, Ask        internal       ASAP
channels and goals for            Contact,            and Business      for                  and
each segment                      Social                                commitment           External
                                  networking
4. Use bargaining power           Incentives,         Corporations      Increase             Local          During
to gain useful incentives         Rewards,            and Small         competition                         Campaign
and involvement                   Recognition         Business          and Bargaining
                                                                        power
Implementation in Newsletter/Internal and External


Sales Process for Campaign Department and Communication

       Set direction by providing information on what is to be achieved
       Setting objectives by specifying the what needs to be achieved and the actions to achieve them
       Educating on the proper use of resources to reach desirable goals
       Key account management and distribution of useful information to workforce

Qualitative Analysis – Implementation

       Use of influencers
       Behavioral Evaluation per segment and individual, listen and respond, then communicate
       Use of emotional Intelligence, use newsletter as education or training mechanism

Communication to Segments

       The tasks of each involve
       The person and actions necessary to complete the tasks
       Deadline
       What is to be delivered

Assessing the organization for selective targeting and newsletter behavior also, for point of contact

       Common interest
       Abilities and capabilities
       Education of workforce
       Personal goals, mission, vision
       Personality of those involve
       Environment
Newsletters


Action Steps           Newsletter 1                             Newsletter 2
                       The tasks/Objective - our overall        Ask for Commitment/our mission
Service Theme          purpose"hero" Influencer,                alignment with their goals
Providing options and Set direction by providing information    Words from campaign contacts,
useful links          on what is to be achieved                 (internal Marketing )


                       Educating on the proper use of
                       resources to reach desirable goals,
                       Example, Epledge, their organization     How to provide
Indepth per segment    communication efforts                    Incentives, Rewards, Recognition



                       Training through available information   Share the results of the innovator,
                       and                                      first organization to bring results,
Examples               Success stories                          How they done it



Time line/Behavior     TimeLine/Delegate                        TimeLine/motivate


211 Program
School Readiness
Success by 6           Advertising for future Programs and      Advertising for future Programs
Epledge                Resources                                and Resources


Information
Gathering              Provide link for survey                  Provide link for survey
Action Steps       Newsletter 1        Newsletter 3               Newsletter 4
                   The
                   tasks/Objective -
                   our overall
                   purpose"hero"       Overall Purpose/Personal   Overall purpose/Interpersonal
Service Theme      Influencer,         Influence                  influence
                   Set direction by
                   providing
Providing          information on
options and        what is to be                                  Word from other members of the
useful links       achieved            Words from Campaigners     staff
                   Educating on the
                   proper use of
                   resources to
                   reach desirable
                   goals, Example,
                   Epledge, their
                   organization        The Race:Remind of         Remind of an overall Goal,
Indepth per        communication       PPUW Rewards               Provide overall progress to this
segment            efforts             for Achievement            point


                   Training through
                   available
                   information and     Present Success Stories    Share results of Lower 10 percent
Examples           Success stories     and Results                and top 10 percent


Time               TimeLine/Delegat
line/Behavior      e                   TimeLine/motivate          TimeLine/Empower


211 Program
School Readiness   Advertising for
Success by 6       future Programs     Advertising for future     Advertising for future Programs
Epledge            and Resources       Programs and Resources     and Resources


Information        Provide link for    Provide link for           Provide link for survey/Phone
Gathering          survey              survey/Phone interviews    interviews
Action Steps    Newsletter 1        Newsletter 3             Newsletter 5        Newsletter 6
                The
                tasks/Objective -
                our overall         Overall
                purpose “hero"      Purpose/Personal
Service Theme   Influencer,         Influence                Remind              Remind
                Set direction by
                providing
Providing       information on
options and     what is to be       Words from               Words from the      Words from the
useful links    achieved            Campaigners              community           president
                Educating on the
                proper use of
                resources to
                reach desirable
                goals, Example,
                E-Pledge, their                                                Selective
                organization        The Race:Remind of                         assistance,
Indepth per     communication       PPUW Rewards                               Dependent upon
segment         efforts             for Achievement          Reward candidates Results


                Training through
                available           Present Success          Dependent upon      Dependent upon
                information and     Stories                  information up to   information up to
Examples        Success stories     and Results              date                date


Time            TimeLine/Delega                              TimeLine/Empowe     TimeLine/situation
line/Behavior   te                  TimeLine/motivate        r                   al

211 Program
School
Readiness       Advertising for     Advertising for future   Advertising for     Advertising for
Success by 6    future Programs     Programs and             future Programs     future Programs
Epledge         and Resources       Resources                and Resources       and Resources
                                    Provide link for         Provide link for
Information     Provide link for    survey/Phone             survey/Phone        Provide link for
Gathering       survey              interviews               Interviews          survey
Action Steps    Newsletter 1       Newsletter 3   Newsletter 7      Newsletter 8       Newsletter 9
                The
                tasks/Objective    Overall
                - our overall      Purpose/Pers
                purpose “hero"     onal
Service Theme   Influencer,        Influence      Remind            Remind
                Set direction by
                providing
Providing       information on
options and     what is to be      Words from     Dependent on
useful links    achieved           Campaigners    progress
                Educating on
                the proper use
                of
                resources to
                reach desirable    The
                goals, Example,    Race:Remind
                EPledge, their     of PPUW        Selective         Selective
                organization       Rewards        assistance,       assistance,
In-depth per    communication      for            Dependent         Dependent
segment         efforts            Achievement    upon Results      upon Results

                Training
                through            Present        Dependent         Dependent
                available          Success        upon              upon
                information and    Stories        information up    information up
Examples        Success stories    and Results    to date           to date
                                                                                       Deadline
Time            TimeLine/Deleg     TimeLine/mo    TimeLine/situa    TimeLine/Situa     Announcement
line/Behavior   ate                tivate         tional            tional             /Direct

211 Program                        Advertising
School                             for future     Advertising for   Advertising for    Advertising for
Readiness       Advertising for    Programs       future            future             future
Success by 6    future Programs    and            Programs and      Programs and       Programs and
Epledge         and Resources      Resources      Resources         Resources          Resources
                                   Provide link
                                   for
Information     Provide link for   survey/Phon    Provide link      Provide link for   Provide link for
Gathering       survey             e interviews   for survey        survey             survey
Topics:
      Leadership
      Workforce, getting the right people (HR Driven) Organization Development
      Incentives, Rewards, Recognition – Application
      Technology
      Social media
      Programs
      Fundraising, Volunteering
      Video competition
      Up to date events

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Strategy and Marketing Communication

  • 1. Organizational Planning Marketing Plan for News Letter and Operations Prepared By: Lawrence Samuels August 10, 2012
  • 2. Company Confidential Colorado Springs, CO 801918 Thank you for providing me the opportunity to conduct an analysis and plan for our marketing and business efforts for our Newsletter. For our future marketing efforts, I found that targeting segments through proper communication channels will be effective at gaining desirable results. Also, we must position ourselves to gain as much information as possible about our campaigners’ activities and practices. The recommendations in the analysis include: Conducting a Survey Segmenting our customers Targeting our customers Use of communication channels Creating a database and gathering information The services we provide as a Non-profit is essential to our community. Not only will we need to know more about our Campaigners but also our need to effectively manage each process and organization will depend on our communication and ability to gain commitment. To accomplish this we must treat each client differently, make a connection, and then create a competitive environment that is rewarding. Thank You, Lawrence Samuels Lawrence Samuels Nowandlater2012@gmail.com PS. Refer to our marketing plan for Customer analysis, Industry trends, strategies and possible repositioning
  • 3. Internal Marketing and Campaign Department Account Management Channels The use of Multichannel Marketing to reinforce, attract and build lasting relationships Direct, Indirect and Electronic Channel Alliance – gathering information to use resources from multiple clients to further development and competition. Our Role Our role is to be an influencer to aid in decision making and provide direction. Situational leadership is dependent on the capabilities and resources of our organizations and to maximize the control and use of information. Creating classes of organizations Creating a lifecycle Recording present and past results Coordinating activities and communications that strengthens the process Assign individuals that are responsible for the roles of each organization Assigning individuals that work with multiple organizations, cross selling, and maximizing the abilities of the full workforce Intensive to selective distribution of information Dealing with Objections for Effective Management For Communicating with target segments and increasing our ability to penetrate as many businesses as possible: Acknowledge and convert the Objection Postpone Agree and Neutralize Accept Close and Productive Follow ups Results Compare, analyze and Record Results
  • 4. Market Analysis for Newsletter :SWOT Analysis Efforts to Build Strengths Target our Corporations for maximum market penetration The use of Media to attract and encourage participation Flexible newsletter for different target audience Efforts to Minimize Weaknesses Hands on Assistance with Small Business Use bargaining power to assist with incentives Constant communication and provide direction Opportunities Form a competitive environment between the different corporations Encourage volunteers through incentives, rewards, and recognition Refer to e-Newsletter action plan for creating a competitive environment by gathering and sharing information. “A Beginning and a end is just a race”
  • 5. Small Corporations Non-Profits Institutions Business Use market based grouping Current Customers Driving Forces Use of Information and Our Bargaining Power Managing Communicate Channels Gaining Commitment Delegate Particular Companies Resisting Forces Business Needs Inappropriate behavior: Responses to information communicated False expectations Ineffective Management Service Goals The chances of success are elevated by segmenting our market and developing a high impact strategy for each market. The proper use of our communication channels to either delegate, increase competition, or to gather useful information among our corporations will help us delegate the processes. On the contrary, direction among our non-profits and small business requires proper handling, encouragement and the use of our bargaining power to aid the process. The objective is to
  • 6. build off each customer segment point of difference and either provide delegation or facilitation to aid their process. 80/20 rule: identify high stakeholders and provide delegation Resources Point of contact : Refer to dealing with objections One on One Encouragement: Personal interviews, selecting targeting Visit to offices: gain information Email, Mail, Social Networks, Phone: communication channels Create an Effective Database: Information Management Total amount per business up to date: Effective goal setting Campaigners partners and associates: Information, long-term solutions and opportunities Information: our most valuable asset Product Features Volunteer: Target Campaign: Target Individual Benefit verse Big Picture: Influences in newsletter Expenses Administrative Create a “goodwill fun” for efforts to assist businesses or Negotiation Economic: Opportunity costs associated Synergy • Locating the market potential, Set as a goal. Also Industry potential by target segment. Refer to previous years or financial statements for goodwill. • Conduct a pre-Campaign survey to gather expectations and capabilities Product Differentation • Using different strategies for different markets to attract involvement "How to be a hero in many ways than one" Compatability of Businesses Objectives verse Resources • Provide assistance if necessary for business to particpate. Future benefits. Get Competition Involve. • Communicate competition • Form a competitive Environment and raise the stakes
  • 7. Situational Analysis Assistors and Resistors Sources of Assistance Sources of Resistance Who Businesses of all shapes and sizes Behavior among organizatons What Research, Rewards, Recongintion, Incentives Unable to acquire the resources Where Food vendors, Gas Stations, Retail Stores Inability to gain commitment When During Campaign and Afterwards, Communication Why Encouragement-Empowerment-Competitive Environment Communication How Advertise, Communicate Rewards Outlets, effectively communicating the message Action Plan Action Steps What Who How Where When 1.Conduct a survey to Survey Businesses Electronic Workplac Pre- gather Expectations and e Campaig Capabilities. n 2.Segment the Identification All involve Based on Workplac ASAP corporations, small Survey e business, and nonprofits results/Agend based on survey results. a 3. Create communication Email, person Individual Research, Ask internal ASAP channels and goals for Contact, and Business for and each segment Social commitment External networking 4. Use bargaining power Incentives, Corporations Increase Local During to gain useful incentives Rewards, and Small competition Campaign and involvement Recognition Business and Bargaining power
  • 8. Implementation in Newsletter/Internal and External Sales Process for Campaign Department and Communication Set direction by providing information on what is to be achieved Setting objectives by specifying the what needs to be achieved and the actions to achieve them Educating on the proper use of resources to reach desirable goals Key account management and distribution of useful information to workforce Qualitative Analysis – Implementation Use of influencers Behavioral Evaluation per segment and individual, listen and respond, then communicate Use of emotional Intelligence, use newsletter as education or training mechanism Communication to Segments The tasks of each involve The person and actions necessary to complete the tasks Deadline What is to be delivered Assessing the organization for selective targeting and newsletter behavior also, for point of contact Common interest Abilities and capabilities Education of workforce Personal goals, mission, vision Personality of those involve Environment
  • 9. Newsletters Action Steps Newsletter 1 Newsletter 2 The tasks/Objective - our overall Ask for Commitment/our mission Service Theme purpose"hero" Influencer, alignment with their goals Providing options and Set direction by providing information Words from campaign contacts, useful links on what is to be achieved (internal Marketing ) Educating on the proper use of resources to reach desirable goals, Example, Epledge, their organization How to provide Indepth per segment communication efforts Incentives, Rewards, Recognition Training through available information Share the results of the innovator, and first organization to bring results, Examples Success stories How they done it Time line/Behavior TimeLine/Delegate TimeLine/motivate 211 Program School Readiness Success by 6 Advertising for future Programs and Advertising for future Programs Epledge Resources and Resources Information Gathering Provide link for survey Provide link for survey
  • 10. Action Steps Newsletter 1 Newsletter 3 Newsletter 4 The tasks/Objective - our overall purpose"hero" Overall Purpose/Personal Overall purpose/Interpersonal Service Theme Influencer, Influence influence Set direction by providing Providing information on options and what is to be Word from other members of the useful links achieved Words from Campaigners staff Educating on the proper use of resources to reach desirable goals, Example, Epledge, their organization The Race:Remind of Remind of an overall Goal, Indepth per communication PPUW Rewards Provide overall progress to this segment efforts for Achievement point Training through available information and Present Success Stories Share results of Lower 10 percent Examples Success stories and Results and top 10 percent Time TimeLine/Delegat line/Behavior e TimeLine/motivate TimeLine/Empower 211 Program School Readiness Advertising for Success by 6 future Programs Advertising for future Advertising for future Programs Epledge and Resources Programs and Resources and Resources Information Provide link for Provide link for Provide link for survey/Phone Gathering survey survey/Phone interviews interviews
  • 11. Action Steps Newsletter 1 Newsletter 3 Newsletter 5 Newsletter 6 The tasks/Objective - our overall Overall purpose “hero" Purpose/Personal Service Theme Influencer, Influence Remind Remind Set direction by providing Providing information on options and what is to be Words from Words from the Words from the useful links achieved Campaigners community president Educating on the proper use of resources to reach desirable goals, Example, E-Pledge, their Selective organization The Race:Remind of assistance, Indepth per communication PPUW Rewards Dependent upon segment efforts for Achievement Reward candidates Results Training through available Present Success Dependent upon Dependent upon information and Stories information up to information up to Examples Success stories and Results date date Time TimeLine/Delega TimeLine/Empowe TimeLine/situation line/Behavior te TimeLine/motivate r al 211 Program School Readiness Advertising for Advertising for future Advertising for Advertising for Success by 6 future Programs Programs and future Programs future Programs Epledge and Resources Resources and Resources and Resources Provide link for Provide link for Information Provide link for survey/Phone survey/Phone Provide link for Gathering survey interviews Interviews survey
  • 12. Action Steps Newsletter 1 Newsletter 3 Newsletter 7 Newsletter 8 Newsletter 9 The tasks/Objective Overall - our overall Purpose/Pers purpose “hero" onal Service Theme Influencer, Influence Remind Remind Set direction by providing Providing information on options and what is to be Words from Dependent on useful links achieved Campaigners progress Educating on the proper use of resources to reach desirable The goals, Example, Race:Remind EPledge, their of PPUW Selective Selective organization Rewards assistance, assistance, In-depth per communication for Dependent Dependent segment efforts Achievement upon Results upon Results Training through Present Dependent Dependent available Success upon upon information and Stories information up information up Examples Success stories and Results to date to date Deadline Time TimeLine/Deleg TimeLine/mo TimeLine/situa TimeLine/Situa Announcement line/Behavior ate tivate tional tional /Direct 211 Program Advertising School for future Advertising for Advertising for Advertising for Readiness Advertising for Programs future future future Success by 6 future Programs and Programs and Programs and Programs and Epledge and Resources Resources Resources Resources Resources Provide link for Information Provide link for survey/Phon Provide link Provide link for Provide link for Gathering survey e interviews for survey survey survey
  • 13. Topics: Leadership Workforce, getting the right people (HR Driven) Organization Development Incentives, Rewards, Recognition – Application Technology Social media Programs Fundraising, Volunteering Video competition Up to date events