Market Research Plan Templates
Market Research Templates
This Market Research Template Pack
includes 12 templates (10
Word + 2 Excel).
You can use these templates, forms, checklists, and questionnaires to
gather, record, and analyze data so you have the information you need to
drive your Business Plan and Marketing strategies forward.
This template pack
- Market Plan Template
(16 pages) Use this template to capture 1. Why You Need Research,
2. Who You Want to Target, 3. How to Plan 4. Collect Data, 5. Analyze
Data, 6. Report Findings, and 7. Make Decisions.
- Market Plan Brief
Template (6 pages) Use this document to brief Consultants on your
Market Research requirements.
- 10 Free
Templates including Brand Loyalty Survey, Competitor Analysis,
Demographic Comparison, Demographic Profile, Industry Analysis
Checklist, Market Planning Checklist, Cost Analysis, Market
Research Spreadsheet, Market Survey, and a Project Plan.
The Market Research Plan
(MS Word, 16 pages) contains the following chapters. The other
checklists, questionnaires, surveys and templates are listed below.
1 Executive Summary
1.2 Points Of Contact
2 Market Research Plan
2.1 Stage 1 – Why You Need a Market Research Plan?
2.2 Stage 2 – Who are your Customers?
2.3 Stage 3 - How Are Your Going To Get The Information?
2.4 Stage 4 – Collect Data
2.4.1 Train Your Staff
2.4.2 Make it Sharable
2.4.3 Avoid Corrupt Data
2.4.4 Design Carefully
2.5 Stage 5 – Analyze Data
2.6 Stage 6 – Generate Report Findings
2.6.1 Descriptive Data Analysis
2.6.2 Inferential Data Analysis
2.7 Stage 7 – Choose Best Strategies
3 Market Plan Budget
Why Use a
Market Research Plan?
As a small business owner, you're looking for ways understand:
- Who are your current
customers and potential customers?
- What do I really know
about them? Where do they live? Do they prefer to shop online or
- What do they want to
- What is their average
income? What’s the disposable income?
- What type of products
do they have (Skoda), like to have (slightly bigger Car), and aspire
to having (BMW)?
- How much are they
willing to pay for my products?
- Can they find my
products where they go shopping? If not, why?
- What do they think of
my business? Do they think we’re reliable, trustworthy, good value?
- How does my business
compare with my competitors?
Marketing Research deals
with moving targets. Last year you couldn’t give away Tablet PCs. Then
Apple launched its iPad. Suddenly everyone wants one.
Marketing research looks
at what makes people choose to buy one product over another. What
makes them suddenly switch brands? What makes them recommend one product
To do this you need to
gather facts, examine opinions and organize them in a structure manner.
This lets you drill down and see what makes people want to buy - not
just what you want to sell them.