Sales Promotion Planning Checklist

Use this checklist to check and validate that you have considered all factors in developing and implementing your sales promotion plans and activities.

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1. You have identified what is happening in the marketplace.
2. You have reviewed what you are doing in the marketplace at this time.
3. You have reviewed and know what your competition is doing in the marketplace.
4. You have identified the customer/prospects problem that you are trying to solve.
5. You completely understand what is the source of their problems.
6. You know who the consumer or trade target is for the promotion.
7. You have determined what action you want to consumer or trade target to do in response to your promotion.
8. You have identified the specific geographic and demographic segments of the target markets.
9. You have developed your sales promotion strategies and have confirmed that they meet the objectives.
10. You have developed your sales promotion tactics to support your strategies.
11. You have determined that they work.
12. You have determined that they are practical.
13. You have determined that they are measurable.
14. You have determined that they are affordable.
15. Have you established a sell-in deadline to resellers to sign up by to receive or participate in your promotion?
16. How long with the promotion last?
17. Have you decided on a budget for the promotion? What is it?
18. Is there a firmly set limit?
19. Are there unanticipated costs that could affect the budget?
20. What is the timing requirement for having funding?
21. Have you decided how the promotion will be evaluated? Through focus groups, consumer groups, market test, or pre-testing?
22. Have you decided what target audience you want to test the promotion with?
23. What results are you looking for from the test?
24. What criteria will you use for evaluating whether to proceed with a full-scale of the promotion or not?
25. How will you measure success of the promotion?
26. Did the promotion result in increased volume or market share?
27. How did the consumer respond to the promotion?
28. How did the trade respond to the promotion?
29. How was the overall participation in the promotion?