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Accounting Firm Marketing Plan6/16/2020
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Color
WBS Number
Task name / TitleAssigned to
Planned start date
Planned end date
Deadline
Progress (%)
Duration (hours)
Estimated hours
Time log (minutes)
StatusPriority
Task description
Cost
Actual cost
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1Executive Summary6/17/20206/22/20200320000
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1.1Target markets6/17/20206/18/20200800OpenMedium00
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1.2Situation Analysis6/18/20206/18/20200800OpenMedium00
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1.3Market Needs6/19/20206/20/20200800OpenMedium00
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1.4Market Analysis6/20/20206/22/20200800OpenMedium00
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2Potential Customers6/22/20206/25/20200240000
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2.1Large Business6/22/20206/23/20200800OpenMedium00
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2.2Growth Business6/23/20206/24/20200800OpenMedium00
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2.3Select Individual Accounts6/24/20206/25/20200800OpenMedium00
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3Market Demographics6/26/20206/30/20200240000
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3.1Market Segments6/26/20206/27/20200800OpenMedium00
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3.2Large Business6/27/20206/29/20200800OpenMedium00
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3.3Growth Business6/30/20206/30/20200800OpenMedium00
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4Market Trends6/30/20207/3/20200240000
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4.1Increasing use of software6/30/20207/1/20200800OpenMedium00
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4.2Key client growth7/1/20207/2/20200800OpenMedium00
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4.3Market Growth7/2/20207/3/20200800OpenMedium00
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5Macroenvironment7/4/20207/9/20200240000
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5.1Consumer trends7/4/20207/6/20200800OpenMedium00
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5.2Economic changes7/5/20207/6/20200800OpenMedium00
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5.3Technology advancements7/6/20207/7/20200800OpenMedium00
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5.4Competitive activity7/7/20207/8/20200800OpenMedium00
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5.5Political and legal environment7/8/20207/9/20200800OpenMedium00
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6The Company7/10/20207/13/20200160000
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6.1Mission7/10/20207/11/20200800OpenMedium00
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6.2Service Offering7/11/20207/13/20200800OpenMedium00
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6.3Positioning7/12/20207/13/20200800OpenMedium00
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7SWOT Summary7/14/20207/18/20200320000
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7.1Strengths7/14/20207/15/20200800OpenMedium00
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7.2Weaknesses7/15/20207/16/20200800OpenMedium00
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7.3Opportunities7/16/20207/17/20200800OpenMedium00
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7.4Threats7/17/20207/18/20200800OpenMedium00
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8Historical Results7/19/20207/21/2020080000
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8.1Successful7/19/20207/20/20200800OpenMedium00
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8.2Unsuccessful7/20/20207/21/20200800OpenMedium00
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9Marketing Strategy7/22/20207/30/20200480000
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9.1Value Proposition7/22/20207/23/20200800OpenMedium00
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9.2Critical Issues7/23/20207/24/20200800OpenMedium00
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9.3Financial Objectives7/24/20207/25/20200800OpenMedium00
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9.4Marketing Objectives7/25/20207/27/20200800OpenMedium00
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9.5Target Market Strategy7/26/20207/27/20200800OpenMedium00
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9.6Messaging7/27/20207/28/20200800OpenMedium00
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9.7Branding7/28/20207/29/20200800OpenMedium00
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9.8Strategy Pyramids7/29/20207/30/20200800OpenMedium00
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10Marketing Mix7/31/20208/14/20200800000
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10.1Product Marketing7/31/20208/1/20200800OpenMedium00
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10.2Pricing8/1/20208/3/20200800OpenMedium00
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10.3Promotion8/2/20208/3/20200800OpenMedium00
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10.4Advertising8/3/20208/4/20200800OpenMedium00
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10.5Public Relations8/4/20208/5/20200800OpenMedium00
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10.6Direct Marketing8/5/20208/6/20200800OpenMedium00
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10.7Web Plan8/6/20208/7/20200800OpenMedium00
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10.8Website Goals8/7/20208/8/20200800OpenMedium00
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10.9Website Marketing Strategy8/8/20208/10/20200800OpenMedium00
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10.10Development Requirements8/9/20208/10/20200800OpenMedium00
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10.11Implementation Schedule8/10/20208/11/20200800OpenMedium00
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10.12Sales Plan8/11/20208/12/20200800OpenMedium00
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10.13Sales Strategy8/12/20208/13/20200800OpenMedium00
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10.14Sales Process8/13/20208/14/20200800OpenMedium00
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11Financials8/15/20208/26/20200560000
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11.1Break-even Analysis8/15/20208/17/20200800OpenMedium00
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11.2Sales Forecast8/16/20208/17/20200800OpenMedium00
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11.3Sales by Partner8/17/20208/18/20200800OpenMedium00
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11.4Sales by Segment8/18/20208/19/20200800OpenMedium00
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11.5Sales by Specialization8/19/20208/20/20200800OpenMedium00
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11.6Expense Forecast8/20/20208/21/20200800OpenMedium00
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11.7Expense by Partner8/21/20208/22/20200800OpenMedium00
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11.8Expense by Segment8/22/20208/24/20200800OpenMedium00
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11.9Expense by Specialization8/23/20208/24/20200800OpenMedium00
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11.10
Linking Expenses to Strategy and Tactics
8/24/20208/25/20200800OpenMedium00
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11.11Contribution Margin8/25/20208/26/20200800OpenMedium00
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12Controls8/27/20209/1/20200240000
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12.1Implementation8/27/20208/28/20200800OpenMedium00
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12.2Keys to Success8/28/20208/29/20200800OpenMedium00
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12.3Market Research8/29/20208/31/20200800OpenMedium00
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12.4Contingency Planning8/30/20208/31/20200800OpenMedium00
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12.5CRM Plans8/31/20209/1/20200800OpenMedium00
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