Lamb, Hair, McDaniel MKTG2008-2009 2 CHAPTER Designed by Amy McGuire, B-books, Ltd. Chapter 2 Strategic Planning for Competitive Advantage Prepared by Deborah Baker, Texas Christian University Copyright ©2009 Cengage Learning Inc. All rights reserved 1 Learning Outcomes LO1 Understand the importance of strategic marketing and know a basic outline for a marketing plan LO2 Develop an appropriate business mission statement LO3 Describe the criteria for stating good marketing objectives Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 2 Learning Outcomes LO4 Explain the components of a situation analysis LO5 Identify sources of competitive advantage LO6 Identify strategic alternatives LO7 Discuss target market strategies Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 3 Learning Outcomes LO8 Describe the elements of the marketing mix LO9 Explain why implementation, evaluation, and control of the marketing plan are necessary LO10 Identify several techniques that help make strategic planning effective Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 4 LO1 The Nature of Strategic Planning Understand the importance of strategic marketing and know a basic outline for a marketing plan Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 5 Strategic Planning Strategic Planning The managerial process of creating and maintaining a fit between the organization’s objectives and resources and evolving market opportunities. The goal is long-term profitability and growth. LO1 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 6 Strategic Marketing Management What is the organization’s main activity? How will it reach its goals? THE ANSWER IS A MARKETING PLAN. LO1 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 7 Strategic Planning Marketing Plan A written document that acts as a guidebook of marketing activities for the marketing manager. LO1 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 8 Why Write a Marketing Plan? Provides a basis for comparison of actual and expected performance Provides clearly stated activities to work toward common goals Serves as a reference for the success of future activities Provides an examination of the marketing environment Allows entry into the marketplace with awareness LO1 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 9 Marketing Plan Elements Business Mission Statement Objectives Situation or SWOT Analysis Marketing Strategy Target Market Strategy Marketing Mix LO1 Chapter 2 Product Distribution Promotion Price Implementation Evaluation Control Copyright ©2009 Cengage Learning Inc. All rights reserved. 10 LO1 REVIEW LEARNING OUTCOME The Importance of Strategic Marketing What Strategic Planning Why Long-term profitability and growth How Write a marketing plan http://www.dmusic.com Online Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 11 LO2 Defining the Business Mission Develop an appropriate business mission statement Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 12 Defining the Business Mission Answers the question, “What business are we in?” Focuses on the market(s) rather than the good or service Strategic Business Units (SBUs) may also have a mission statement LO2 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 13 AMA’s Mission Statement LO2 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 14 Strategic Business Units (SBUs) Characteristics: [SBU HAS…] A distinct mission and specific target market Control over its resources Its own competitors Plans independent of other SBUs LO2 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 15 LO2 REVIEW LEARNING OUTCOME Business Mission Statement Q: What business are we in? A: Business mission statement Too narrow Too broad Just right Chapter 2 marketing myopia no direction focus on markets served and benefits customers seek Copyright ©2009 Cengage Learning Inc. All rights reserved 16 LO3 Setting Marketing Plan Objectives Describe the criteria for stating good marketing objectives Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 17 LO3 Marketing Objective Marketing Objective A statement of what is to be accomplished through marketing activities. Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 18 LO3 Marketing Objectives Realistic Measurable Time specific Consistent with and indicating the priorities of the organization “Our objective is to achieve 10 percent dollar market share in the cat food market within 12 months of product introduction.” Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 19 LO3 REVIEW LEARNING OUTCOME Criteria for Good Marketing Objectives Realistic, measurable, and time-specific objectives consistent with the firm’s objectives: 1. Communicate marketing management philosophy 2. Provide management direction 3. Motivate employees 4. Force executives to think clearly 5. Allow for better evaluation of results Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 20 LO4 Conducting a Situation Analysis Explain the components of a situation analysis Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 21 SWOT Analysis SWOT Analysis Identifying internal strengths (S) and weaknesses (W) and also examining external opportunities (O) and threats (T) LO4 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 22 SWOT Analysis Internal External LO4 Chapter 2 S W O T Things the company does well. Things the company does not do well. Conditions in the external environment that favor strengths. Conditions in the external environment that do not relate to existing strengths or favor areas of current weakness. ©South-Western College Publishing Copyright ©2009 Cengage Learning Inc. All rights reserved. 23 Biz Flix LO4 Chapter 2 U-571 Copyright ©2009 Cengage Learning Inc. All rights reserved. 24 Environmental Scanning Environmental Scanning The collection and interpretation of information about forces, events, and relationships in the external environment that may affect the future of the organization or the implementation of the marketing plan. LO4 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 25 LO4 REVIEW LEARNING OUTCOME Components of a Situation Analysis production costs marketing skills financial resources image technology ENVIRONMENT INTERNAL Strengths Weaknesses Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 26 LO4 REVIEW LEARNING OUTCOME Components of a Situation Analysis social demographic economic technological political / legal competitive ENVIRONMENT EXTERNAL Opportunities Threats Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 27 LO5 Competitive Advantage Identify sources of competitive advantage Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 28 LO5 Competitive Advantage Competitive Advantage Chapter 2 The set of unique features of a company and its products that are perceived by the target market as significant and superior to the competition. Copyright ©2009 Cengage Learning Inc. All rights reserved. 29 LO5 Competitive Advantage Cost Types of Competitive Advantage Product/Service Differentiation Niche Strategies Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 30 LO5 Cost Competitive Advantage Cost Competitive Advantage Chapter 2 Being the low-cost competitor in an industry while maintaining satisfactory profit margins. Copyright ©2009 Cengage Learning Inc. All rights reserved. 31 LO5 Cost Competitive Advantage Obtain inexpensive raw materials Create efficient plant operations Design products for ease of manufacture Control overhead costs Avoid marginal customers Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 32 LO5 Sources of Cost Reduction Experience Curves Product Design Efficient Labor Reengineering No-frills Products Production Innovations Government Subsidies New Service Delivery Methods Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 33 LO5 Product/Service Differentiation Product/Service Differentiation Competitive Advantage Chapter 2 The provision of something that is unique and valuable to buyers beyond simply offering a lower price than the competition’s. Copyright ©2009 Cengage Learning Inc. All rights reserved. 34 LO5 Examples of Product/Service Differentiators Brand names Strong dealer network Product reliability Image Service Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 35 Chapter 2 Demand for Nintendo’s game console, the Wii, has consumers waiting in long lines or paying premium prices on online auctions for the console. Rival products, while popular, haven’t been flying off the shelves. That’s probably because a unique feature on the Wii console provides Nintendo a competitive advantage. That feature, called Mii, is software that allows users to create online characters that look like themselves, or someone else. Fans say they get addicted to the thrill of seeing themselves running around the screen, playing tennis or boxing with Mii characters like George W. Bush or Michael Jackson. © 2007 The Associated Press. All rights reserved. Beyond the Book LO5 Competitive Advantage – More Fun SOURCE: Yukari Iwatani Kane, “Look, It’s Mii—on Wii!” Wall Street Journal March 16, 2007 B1 Copyright ©2009 Cengage Learning Inc. All rights reserved 36 LO5 Niche Competitive Advantage Niche Competitive Advantage Chapter 2 The advantage achieved when a firm seeks to target and effectively serve a small segment of the market. Copyright ©2009 Cengage Learning Inc. All rights reserved. 37 LO5 Niche Competitive Advantage Used by small companies with limited resources May be used in a limited geographic market Product line may be focused on a specific product category Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved. 38 LO5 Sources of Sustainable Competitive Advantage Patents Copyrights Locations Equipment Technology Skills and Assets of an Organization Chapter 2 Customer Service Promotion Copyright ©2009 Cengage Learning Inc. All rights reserved. 39 LO5 REVIEW LEARNING OUTCOME Sources of Competitive Advantage Sources of Competitive Advantage Cost $ Chapter 2 Product/Service Differentiation A vs. B vs. C Copyright ©2009 Cengage Learning Inc. All rights reserved Niche Strategies 40 LO6 Strategic Directions Identify strategic alternatives Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 41 LO6 Strategic Alternatives Market Penetration Chapter 2 Increase market share among existing customers Market Development Attract new customers to existing products Product Development Create new products for present markets Diversification Introduce new products into new markets Copyright ©2009 Cengage Learning Inc. All rights reserved 42 LO6 Ansoff’s Strategic Opportunity Matrix Present Product New Product Present Market Market Penetration Product Development New Market Market Development Diversification http://www.pg.com Online Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 43 LO6 Portfolio Matrix Chapter 2 Stars Problem Children Cash Cows Dogs Copyright ©2009 Cengage Learning Inc. All rights reserved 44 LO6 Portfolio Matrix Strategies Build Hold Harvest Divest Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 45 LO6 REVIEW LEARNING OUTCOME Strategic Alternatives Identify strategic alternatives Market development = customers Market penetration = share Product development = products = new products + new markets Diversification Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 46 LO7 Describing the Target Market Discuss target market strategies Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 47 Marketing Strategy Marketing Strategy LO7 Chapter 2 The activities of selecting and describing one or more target markets and developing and maintaining a market mix that will produce mutually satisfying exchanges with target markets. Copyright ©2009 Cengage Learning Inc. All rights reserved 48 Target Market Strategy Segment the market based on groups with similar characteristics Analyze the market based on attractiveness of market segments Select one or more target markets LO7 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 49 Target Market Strategy Appeal to the entire market with one marketing mix Concentrate on one marketing segment LO7 Chapter 2 Appeal to multiple markets with multiple marketing mixes Copyright ©2009 Cengage Learning Inc. All rights reserved 50 LO7 REVIEW LEARNING OUTCOME Target Market Strategies Target Market Options Entire Market Chapter 2 Multiple Markets Copyright ©2009 Cengage Learning Inc. All rights reserved Single Market 51 LO8 The Marketing Mix Describe the elements of the marketing mix Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 52 The Marketing Mix Marketing Mix A unique blend of product, distribution, promotion, and pricing strategies designed to produce mutually satisfying exchanges with a target market. LO8 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 53 Marketing Mix: The “Four Ps” Price Promotion Place Product LO8 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 54 Marketing Mix: The “Four Ps” The starting point of the “4 Ps” Includes Physical unit Package Warranty Service Brand Image Value Product Products can be… Tangible goods Ideas Services LO8 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 55 Marketing Mix: The “Four Ps” Product availability where and when customers want them Place All activities from raw materials to finished products Ensure products arrive in usable condition at designated places when needed LO8 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 56 Marketing Mix: The “Four Ps” Role is to bring about exchanges with target markets by: Informing Educating Persuading Reminding LO8 Chapter 2 Includes integration of: Personal selling Advertising Sales promotion Public relations Promotion http://www.paramount.com http://www.warnerbros.com http://www.universalstudios.com Online Copyright ©2009 Cengage Learning Inc. All rights reserved 57 Marketing Mix: The “Four Ps” Price is what a buyer must give up to obtain a product. Price The most flexible of the “4 Ps”-- quickest to change Competitive weapon Price x Units Sold = Total Revenue LO8 Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 58 LO8 REVIEW LEARNING OUTCOME Elements of the Marketing Mix Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 59 Beyond the Book LO8 Anatomy of an Ad Chapter 2 Ads are types of promotion Men = target market Clive Owen [celebrity endorsement] = promotion strategy? Moisturizer = product Competitive Advantage? Market development = sell anti-aging cream to men (not just women) Copyright ©2009 Cengage Learning Inc. All rights reserved 60 LO9 Following Up on the Marketing Plan Explain why implementation, evaluation, and control of the marketing plan are necessary Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 61 Following Up on the Marketing Plan Implementation Evaluation Control Marketing audit is… Comprehensive Systematic Independent 9 Periodic LO http://www.youngbiz.com Online Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved LO9 REVIEW LEARNING OUTCOME Implementation, Evaluation, and Control Implementation Evaluation Product Place Promotion Price Objectives met? Audits • • • • Chapter 2 comprehensive systematic independent periodic Copyright ©2009 Cengage Learning Inc. All rights reserved 63 LO10 Effective Strategic Planning Identify several techniques that help make strategic planning effective Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 64 LO10 REVIEW LEARNING OUTCOME Techniques for Effective Strategic Planning Continual attention Creativity Management commitment Effective Strategic Planning Chapter 2 Copyright ©2009 Cengage Learning Inc. All rights reserved 65