Strategic marketing planning processes, marketing effectiveness tools ans systems, and marketing investment management

• US 20030033192A1
• Filed: 07/31/2001
• Published: 02/13/2003
• Est. Priority Date: 07/31/2000
• Status: Abandoned Application

• Current Assignee: Zyman Marketing Group Inc. (MDC Partners, Inc. (Canada))
• Original Assignee: Zyman Marketing Group Inc. (MDC Partners, Inc. (Canada))
• Inventors: Sinclair, Michael, Malone, Chris, Phillips, Jim, Keskiner, Aydin D., Howard, Jerry, Zyman, Sergio, Engels, Scott, Moore, Lara, Singleton, Dave, Klein, Tom, OʼNeill, Chris
• Application Number:
  US09/919,320
• Publication Number:
  US 20030033192A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

Planning tools guide marketing professionals through steps of performing a situation assessment, identifying opportunities, developing growth strategies, developing growth tactics, and developing measurements. The planning tools provide disciplined processes in a question and answer format. The tools are personalized to the answers given by marketing professionals and new tools or modified tools can be easily implemented. These tools can be provided in a stand-alone manner, as part of a network, and as part of a collaborative environment. The planning tools preferably form part of an entire marketing investment manager which includes a marketing management solution, digital asset management, and hooks to existing systems, such as customer relationship management, finance, manufacturing, and information technology. The marketing management solution adopts best practices and includes collaboration, project management, campaign management, and analytics, and measurement units.

Claims

1. A method of planning for marketing for an entity, comprising:

performing an assessment of the entity, the performing including;

performing a business assessment,

performing a category assessment,

performing a brand assessment, and

performing a competitive assessment;

deriving a set of conclusions from the assessment of the entity;

identifying opportunities from the set of conclusions;

developing growth strategies designed to realize the opportunities, developing growth strategies including prioritizing the opportunities based on assets and capabilities of the entity;

developing growth tactics based on the growth strategies and opportunities, the growth tactics identifying a mix of marketing elements to pursue the growth strategies; and

developing measurements to monitor effectiveness of the mix of marketing elements;

wherein performing the assessment for each assessment further comprises;

conducting a set of key analyses within each assessment;

deriving a set of findings from the set of key analyses;

drawing a preliminary conclusion from the findings for each set of key analyses; and

identifying relationships across preliminary conclusions to develop final conclusions.

2. The method as set forth in claim 1, wherein the method of planning is computer-implemented.

3. The method as set forth in claim 2, wherein the method of planning is provided through an application service provider.

4. The method as set forth in claim 2, wherein the method of planning is provided locally.

5. The method as set forth in claim 2, wherein the method of planning is provided through a network.

6. The method as set forth in claim 2, wherein the method of planning is provided through a peer-to-peer network.

7. The method as set forth in claim 1, wherein the method is implemented through a series of questions presented to the entity.

8. The method as set forth in claim 7, wherein answers provided by the entity eliminate a set of questions potentially presented to the entity.

9. The method as set forth in claim 7, wherein answers provided by the entity form a basis for questions presented to the entity in subsequent questions.

10. A method of planning for marketing for an entity, comprising:

performing an assessment of the entity, the performing including;

performing a business assessment,

performing a category assessment,

performing a brand assessment, and

performing a competitive assessment;

deriving a set of conclusions from the assessment of the entity;

identifying opportunities from the set of conclusions;

developing growth strategies designed to realize the opportunities, developing growth strategies including prioritizing the opportunities based on assets and capabilities of the entity;

developing growth tactics based on the growth strategies and opportunities, the growth tactics identifying a mix of marketing elements to pursue the growth strategies; and

developing measurements to monitor effectiveness of the mix of marketing elements;

wherein developing growth strategies comprises;

identifying barriers before consumers for the entity;

taking an inventory of marketing assets and capabilities;

assessing each asset and capability on its effectiveness in overcoming each barrier; and

developing a strategy statement specifying how assets and capabilities are used to change how consumers will think, feel, and act.

11. A computer-readable medium for use in performing a method of planning for marketing for an entity, the method comprising:

performing an assessment of the entity, the performing including;

performing a business assessment,

performing a category assessment,

performing a brand assessment, and

performing a competitive assessment;

deriving a set of conclusions from the assessment of the entity;

identifying opportunities from the set of conclusions;

developing growth strategies designed to realize the opportunities, developing growth strategies including prioritizing the opportunities based on assets and capabilities of the entity;

developing growth tactics based on the growth strategies and opportunities, the growth tactics identifying a mix of marketing elements to pursue the growth strategies; and

developing measurements to monitor effectiveness of the mix of marketing elements;

wherein performing the assessment for each assessment further comprises;

conducting a set of key analyses within each assessment;

deriving a set of findings from the set of key analyses;

drawing a preliminary conclusion from the findings for each set of key analyses; and

identifying relationships across preliminary conclusions to develop final conclusions.

12. A computer-readable medium for use in performing a method of planning for marketing for an entity, the method comprising:

performing an assessment of the entity, the performing including;

performing a business assessment,

performing a category assessment,

performing a brand assessment, and

performing a competitive assessment;

deriving a set of conclusions from the assessment of the entity;

identifying opportunities from the set of conclusions;

developing growth strategies designed to realize the opportunities, developing growth strategies including prioritizing the opportunities based on assets and capabilities of the entity;

developing growth tactics based on the growth strategies and opportunities, the growth tactics identifying a mix of marketing elements to pursue the growth strategies; and

developing measurements to monitor effectiveness of the mix of marketing elements;

wherein developing growth strategies comprises;

identifying barriers before consumers for the entity;

taking an inventory of marketing assets and capabilities;

assessing each asset and capability on its effectiveness in overcoming each barrier; and

developing a strategy statement specifying how assets and capabilities are used to change how consumers will think, feel, and act.

13. A collection of marketing tools for use in developing marketing plans for an entity, comprising:

a set of planning tools for use in developing a marketing strategy for the entity;

the set of planning tools for identifying marketing elements to address the marketing strategy;

a set of executing tools for use in defining tactics strategy for the marketing elements;

the set of executing tools for translating the tactics strategy into specific marketing tactics; and

a set of tracking tools for use in monitoring results of the specific marketing tactics;

wherein the collection of tools provides assistance to marketing professionals associated with the entity in planning, executing, and tracking marketing plans.

14. The collection of marketing tools as set forth in claim 13, wherein the set of planning tools includes a brand planning tool for use in developing marketing plans for a brand.

15. The collection of marketing tools as set forth in claim 14, wherein the planning tools include a brand builder tool for use in developing a positioning statement for a brand.

16. The collection of marketing tools as set forth in claim 14, wherein the executing tools includes a promotions tool for use in developing a promotions strategy.

17. The collection of marketing tools as set forth in claim 14, wherein the marketing tools are provided by an application service provider.

18. The collection of marketing tools as set forth in claim 14, wherein the marketing tools are provided within a local network.

19. The collection of marketing tools as set forth in claim 14, wherein the marketing tools are provided in a peer-to-peer network.

20. A method of using marketing tools in developing marketing plans for an entity, comprising:

developing a marketing strategy for the entity using a set of planning tools;

identifying marketing elements to address the marketing strategy using the set of planning tools;

defining tactics strategy for the marketing elements using a set of executing tools;

translating the tactics strategy into specific marketing tactics using the set of executing; and

monitoring results of the specific marketing tactics using a set of tracking tools;

wherein the method of using the marketing tools provides assistance to marketing professionals associated with the entity in planning, executing, and tracking marketing plans.

21. The method of using marketing tools as set forth in claim 20, wherein defining the tactics strategy and translating the tactics into specific marketing tactics is performed a plurality of times for each marketing strategy.

22. A platform for providing a marketing tool for use by a marketing professional in providing marketing services to an entity, comprising:

a tools engine for use in providing the marketing tool to the marketing professional;

a database for containing a matrix;

the matrix defining logic behind the marketing tool;

the tools engine providing an interface to the marketing professional based on prior input received from the marketing professional and from the logic contained within the matrix in the database;

wherein the logic behind the marketing tool is modified by altering contents of the matrix within the database.

23. The platform as set forth in claim 22, wherein the matrix defines a series of questions presented to the marketing professional as part of the marketing tool.

24. The platform as set forth in claim 23, wherein for at least some of the questions, the matrix instructs the engine to formulate questions using the prior input received from the marketing professional.

25. The platform as set forth in claim 23, wherein the matrix instructs the engine to omit a set of questions based on the prior input received from the marketing professional.

26. A marketing investment manager, comprising:

at least one marketing planning tool for use in guiding a user in developing a marketing strategy;

a marketing management solution for use in executing a project associated with the marketing strategy, the marketing management solution including;

a collaboration unit for enabling the user to communicate with others assigned to the project;

a project management unit for enabling the user to manage tasks forming part of the project;

a data analytics and measurement unit for use in tracking results of the project; and

digital asset management for use in managing digital assets used by the marketing management solution in executing the marketing strategy.

27. The marketing investment manager as set forth in claim 26, further comprising customer relationship management for interfacing with the marketing management solution.

28. The marketing investment manager as set forth in claim 26, further comprising a finance system for interfacing with the marketing management solution.

29. The marketing investment manager as set forth in claim 26, further comprising a manufacturing system for interfacing with the marketing management solution.

30. The marketing investment manager as set forth in claim 26, further comprising an information technology system for interfacing with the marketing management solution.

31. The marketing investment manager as set forth in claim 26, wherein the marketing management solution further includes a campaign management unit.