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CHECKLIST AND ACTION PLAN

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Developing an Effective and Doable Marketing Plan April 9 th , 2008<br />

<strong>CHECKLIST</strong> <strong>AND</strong> <strong>ACTION</strong> <strong>PLAN</strong><br />

Name:<br />

I. Checklist<br />

Complete<br />

Goal: To Become a Customer and Market Focused Hospice Organization by June 30, 2008<br />

Message:<br />

What Makes Us Special<br />

Why Choose Our Hospice Program<br />

Translation for Each Customer Audience<br />

Top Five Opportunities for Growth Defined<br />

Target Market(s) Defined<br />

Messaging Tested<br />

Customer Surveys Completed<br />

Focus Groups Completed<br />

Strategy:<br />

Tactics:<br />

Measurement:<br />

II. Assemble Team<br />

Team Member Title Time<br />

Commitment<br />

Expertise<br />

Contact Info<br />

III. Brainstorming Sessions<br />

Date Session Facilitator Invitees Comments<br />

What Do We Do<br />

What Makes Us Special<br />

What if We Had No Budgetary or<br />

Other Restraints<br />

IV. Tactical Planning Tool<br />

Each Tactic Should Have a Marketing Action Plan that Includes:<br />

Marketing Tactic:<br />

Purpose<br />

Intended Results<br />

Target Market<br />

Core Marketing Message<br />

Collateral Materials<br />

Game Plan (How Tactic Will Be Executed)<br />

Key Activities<br />

Resources Required<br />

Timeline<br />

Responsible Party


Developing an Effective and Doable Marketing Plan April 9 th , 2008


Developing an Effective and Doable Marketing Plan April 9 th , 2008<br />

Action Plan Worksheet<br />

Top Ten Action Items:<br />

Due Date<br />

Action Item<br />

1<br />

2<br />

3<br />

4<br />

5<br />

6<br />

7<br />

8<br />

9<br />

10<br />

Three Actions I WILL Take In the Next Ten Days:<br />

Due Date<br />

Action Item<br />

1<br />

2<br />

3<br />

Name:<br />

Signature:<br />

Attested By:<br />

Date:<br />

Date:

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