Business and marketing plans are always a team effort. Plans are by definition not set in stone: they serve as a point-in-time view of the company, its market and its goals. Success is measured in participation by management and inclusion of significant factors at the time it is written.

Business plans and strategic marketing plans include a great deal of confidential, non-public information. For that reason, although I have authored numerous plans, I cannot offer most plans for download. I am, however, authorized to show several of the plans in person as examples of my work.

EXAMPLES: BUSINESS & STATEGIC MARKETING PLANS

MYLOGY ONLINE LEARNING

Mylogy was a start-up company seeking to create an online coaching and learning environment for individuals and organizations. The business plan analyzed and provided a different direction for the company, focusing on coaching and education for entrepreneurs and businesses. The plan was received so positively that the company planned to change their entire business focus to follow the new plan. Sadly, the company burnt through their initial funding at too fast a rate and was unable to secure additional funds and fully implement the new plan.

AMERICHOICE CREDIT UNION

This central Pennsylavnia-based credit union faced stiff competition from Pennsylvania's largest credit unions in their own back yard. I conducted an analysis of their financial performance (using Raddon Financial studies as a base).

Deliverables included a report on their market performance and opportunities, identification of most profitable customer segments, and the most important opportunities to improve product use and performance. A separate report was created evaluating site location potentials.

From that foundation, I created a formal Marketing Plan with an implementation schedule and expense outline.

Business Plan

Axiom For Men, LLC

Chester County Community Dental

Clip Art Masterpieces

DNB First

First Financial Bank

Mylogy Online Learning

Send-Out Cards franchisee

The Picket Fence Gift Shop

WritersBloxx

Marketing Plan and/or Product Management

​AmeriChoice Credit Union

Atlantic Credit Union

Brandywine Health Foundation

Commonwealth Bank

DNB First

Evsco Pharmaceuticals

First Financial Bank

King of Prussia Self Storage

Progress Bank

Rouse Chamberlin Homes

Taste4Travel

WritersBloxx

CRM Customer Data Analysis

and Summary

AmeriChoice Credit Union

Atlantic Credit Union

First Financial Bank

Patriot Credit Union

United Teletech Credit Union

USPS Credit Union

General Business and

Marketing Services

9th Ward Savings & Loan

Aerie Financial

Axiom For Men

Atlantic Credit Union

Bank Marketing Association

Beacon Financial

Brandywine Hospital

Brandywine Health Foundation

Brandywine Strawberry Festival

Brandywine Valley Foundation

ChesPenn

Clip Art Masterpieces

Coatesville Country Club

Commonwealth Bank

Curves

Defend Her Sports

DNB First

ECRI Institute

EVSCO Parmaceuticals

EwingCole

EZ Landlord

First Financial Bank

FlyADVANCED

General Ecology

Gordon Laboratories

Hamm & Associates

I-Chem Laboratory Supply

J Karen Jewelers

Keystroke Software

Knowledgeflow

Mid Penn Bank

MJRC

Parker Group

Partners Marketing

Patriot Credit Union

The Picket Fence gift shop

Pompeiian Oil

Premier Computers

Progress Bank

Progress For Children

Prudential Real Estate

Rouse Chamberlin Homes

Smart Moves, LLC

Send-A-Card

Smart Moves Coaching. LLC

Spallco

Tomlyn Pet Supplies

Versitron

WebMeGo

Willow Financial Bank​​​

OTHER BUSINESS & MARKETING PLANS

AXIOM FOR MEN

This start-up manufacturer had their product concept and very specific target market identified...but needed an official and legally compliant business plan to solicit start-up funding.

Using the company's existing research and reference materials, I dug deep into their business model and first outlined, then wrote the business plan. I supplemented the work with my own primary research. Then, working with the partners, we completed the plan for distribution.