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Accounting Firm Marketing Plan3/7/2023
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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 Summary3/8/20233/13/20230320000
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1.1Target markets3/8/20233/9/20230800OpenMedium00
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1.2Situation Analysis3/9/20233/9/20230800OpenMedium00
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1.3Market Needs3/10/20233/11/20230800OpenMedium00
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1.4Market Analysis3/11/20233/13/20230800OpenMedium00
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2Potential Customers3/13/20233/16/20230240000
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2.1Large Business3/13/20233/14/20230800OpenMedium00
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2.2Growth Business3/14/20233/15/20230800OpenMedium00
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2.3Select Individual Accounts3/15/20233/16/20230800OpenMedium00
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3Market Demographics3/17/20233/21/20230240000
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3.1Market Segments3/17/20233/18/20230800OpenMedium00
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3.2Large Business3/18/20233/20/20230800OpenMedium00
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3.3Growth Business3/21/20233/21/20230800OpenMedium00
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4Market Trends3/21/20233/24/20230240000
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4.1Increasing use of software3/21/20233/22/20230800OpenMedium00
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4.2Key client growth3/22/20233/23/20230800OpenMedium00
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4.3Market Growth3/23/20233/24/20230800OpenMedium00
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5Macroenvironment3/25/20233/30/20230240000
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5.1Consumer trends3/25/20233/27/20230800OpenMedium00
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5.2Economic changes3/26/20233/27/20230800OpenMedium00
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5.3Technology advancements3/27/20233/28/20230800OpenMedium00
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5.4Competitive activity3/28/20233/29/20230800OpenMedium00
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5.5Political and legal environment3/29/20233/30/20230800OpenMedium00
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6The Company3/31/20234/3/20230160000
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6.1Mission3/31/20234/1/20230800OpenMedium00
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6.2Service Offering4/1/20234/3/20230800OpenMedium00
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6.3Positioning4/2/20234/3/20230800OpenMedium00
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7SWOT Summary4/4/20234/8/20230320000
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7.1Strengths4/4/20234/5/20230800OpenMedium00
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7.2Weaknesses4/5/20234/6/20230800OpenMedium00
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7.3Opportunities4/6/20234/7/20230800OpenMedium00
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7.4Threats4/7/20234/8/20230800OpenMedium00
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8Historical Results4/9/20234/11/2023080000
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8.1Successful4/9/20234/10/20230800OpenMedium00
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8.2Unsuccessful4/10/20234/11/20230800OpenMedium00
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9Marketing Strategy4/12/20234/20/20230480000
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9.1Value Proposition4/12/20234/13/20230800OpenMedium00
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9.2Critical Issues4/13/20234/14/20230800OpenMedium00
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9.3Financial Objectives4/14/20234/15/20230800OpenMedium00
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9.4Marketing Objectives4/15/20234/17/20230800OpenMedium00
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9.5Target Market Strategy4/16/20234/17/20230800OpenMedium00
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9.6Messaging4/17/20234/18/20230800OpenMedium00
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9.7Branding4/18/20234/19/20230800OpenMedium00
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9.8Strategy Pyramids4/19/20234/20/20230800OpenMedium00
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10Marketing Mix4/21/20235/5/20230800000
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10.1Product Marketing4/21/20234/22/20230800OpenMedium00
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10.2Pricing4/22/20234/24/20230800OpenMedium00
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10.3Promotion4/23/20234/24/20230800OpenMedium00
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10.4Advertising4/24/20234/25/20230800OpenMedium00
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10.5Public Relations4/25/20234/26/20230800OpenMedium00
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10.6Direct Marketing4/26/20234/27/20230800OpenMedium00
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10.7Web Plan4/27/20234/28/20230800OpenMedium00
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10.8Website Goals4/28/20234/29/20230800OpenMedium00
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10.9Website Marketing Strategy4/29/20235/1/20230800OpenMedium00
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10.10Development Requirements4/30/20235/1/20230800OpenMedium00
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10.11Implementation Schedule5/1/20235/2/20230800OpenMedium00
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10.12Sales Plan5/2/20235/3/20230800OpenMedium00
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10.13Sales Strategy5/3/20235/4/20230800OpenMedium00
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10.14Sales Process5/4/20235/5/20230800OpenMedium00
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11Financials5/6/20235/17/20230560000
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11.1Break-even Analysis5/6/20235/8/20230800OpenMedium00
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11.2Sales Forecast5/7/20235/8/20230800OpenMedium00
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11.3Sales by Partner5/8/20235/9/20230800OpenMedium00
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11.4Sales by Segment5/9/20235/10/20230800OpenMedium00
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11.5Sales by Specialization5/10/20235/11/20230800OpenMedium00
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11.6Expense Forecast5/11/20235/12/20230800OpenMedium00
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11.7Expense by Partner5/12/20235/13/20230800OpenMedium00
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11.8Expense by Segment5/13/20235/15/20230800OpenMedium00
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11.9Expense by Specialization5/14/20235/15/20230800OpenMedium00
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11.10
Linking Expenses to Strategy and Tactics
5/15/20235/16/20230800OpenMedium00
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11.11Contribution Margin5/16/20235/17/20230800OpenMedium00
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12Controls5/18/20235/23/20230240000
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12.1Implementation5/18/20235/19/20230800OpenMedium00
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12.2Keys to Success5/19/20235/20/20230800OpenMedium00
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12.3Market Research5/20/20235/22/20230800OpenMedium00
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12.4Contingency Planning5/21/20235/22/20230800OpenMedium00
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12.5CRM Plans5/22/20235/23/20230800OpenMedium00
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