Brand Plan Template 2021 Tuzant

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Brand Planning 2021

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Enter title via "insert>header and footer>footer" | April 22, 2024 1
We will follow a detailed Marketing Plan process to help
write a strong plan with continuous help at every stage of
the process

Strategic
Lever 2021
finalization Multichannel
Validation Cross Functional, Engagement
(if required) Agency & CD’s Plan
Cross Functional,
Cross Functional & Agency & CD’s
Sales Team

Relook at the
2020 hypothesis Comprehensive
Cross Functional Brand Plan
Team
Proprietary and confidential — do not distribute *Cross functional group includes: Marketing, Medical, MEX, PMO 2
Proposed timelines

30th 10-14th 14-18th 26-28th 1st week

Template Roll Relook at 2020 Strategic AOP Signoff by Final AOP to


Out Hypothesis Lever CD’s Ashok Nair
finalization

Jul Aug Sep Oct Nov

Brand Imagery
CI Report – Strategic Lever
& Brand
Update 1 Signoff by CD’s
Tracker

CI Report – 5-9th
Update 2

AOP process will get over within 2 months

Proprietary and confidential — do not distribute


Proprietary and confidential — do not distribute CI* - Competitive Intelligence
We will be using the following data resources for our brand
planning process
SYNDICATED DATABASES - ABBOTT

Sales Audit (June 2020) Prescription Audit Internal Data


• IQVIA Sales Audit • SMSRC Rx Audit • Monthly Analyzers
- Qlikview and Base File - 4 monthly presentations • AbbWorld
• SNA Data 30 cities patchwise - 2 monthly excel data - Track Sales force effectiveness
data - SMSRC Portal - Qlikview
- SNA Portal • IQVIA Rx Audit
• Market Bonus Schemes - Primarily for market sizing
- Excel - IQVIA Portal
• AWACS inventory data
- Excel

Market Excellence Dashboard on Qlikview will give you ready access to most of the data cuts

Credentials for different portals and required excel files will be shared in a separate email
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On Consumer and Market Insighting front, we have several
reports available to support your brand planning
Patient Connect Patient Journey Category Understanding & Competition

• Allergic Rhinitis • Vertigo • Pain management


• Appetite Loss • Dysmenorrhea - OA, Back Pain, Trauma/
• HUC • Hypersensitivity Fracture
• Cough • Osteoarthritis • U&A – Vertigo
• Diaper Rashes • Back Pain • Multi Vitamin
• Vertigo • Trauma/Fracture

• Probiotics
Skin Infections
• Hypersensitivity
• Brand Equity and Perception
• Mouth ulcer
Mapping
• - Acuvin
OA, Tendinopathy
• - Esgipyrin
Spasms
- Kenacort
• Competitive Intelligence
Reports

We maintain a central Insight House Repository for effective knowledge sharing

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AOP 2021

Brand
Kaleidoscope
July | 2020

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Guiding principles
We are telling our brand story so lets use crisp
sentences, powerful words and impactful visuals -
The template is aimed to tell the story of your brand
plan. This should not be a template filling exercise

Use last years generated hypothesis for checking its


relevance in 2021 and validation purpose

Please adapt this template to brand colors,


visuals, logos

Please get the attributes mapped and validated with


doctors (Competitive advantage and SMP) before
finalising the brand essence

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2
Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
Proprietary
Proprietaryand
andconfidential
confidential—
—do
donot
notdistribute
distribute 3
Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
Proprietary and confidential — do not distribute 4
Product Profile
Brand name
Launch date

INN / Generic name

Class of drug

Approved indications (Any other significant usage observed)

Efficacy and Safety Profile

Dosage & Duration

Dosage form & Strength

Packaging or any other special features

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Executive Summary
(Vision Statement: Internal 2020 External Performance 2020
(It should be for 3 to 5 CAGR: xx Objectives 2018 2019 %Gr 2020 %Gr 2021 % Gr
18.0 Market Size
years; and achievable) 12.0 13.5 14.5 16.0 (CVM)
Brand
Val (Rs Cr)

% Val MS
2017 2018 2019 2020 LBE 2021
A:S GC 4 Yr CAGR Value Rank
2019
Comp 1 MS
2020

Insights 2020 Strategy 2021


This slide is to be filled • _____ • _____
after completion of the
complete brand plan.

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Learnings from 2020

Situation Analysis
KPI met, continue
KPI partially met, evaluate
KPI not met, discontinue

Success KPI
Reach Learnings/
Initiative Objective Success status
(Drs or Patients) challenges

Brand Strategy
Plan Actual

Tactical Plan
1. This slide is critical as it helps you reflect on what worked and what did not work . Outline challenges
and Learnings from each initiative
2. This slide will help you reflect and enable you to take decisions for 2021
3. Color code initiatives basis KPI delivery
4. Please make this into 2 slides if needed

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Learnings from 2020

Situation Analysis
1. What has been working before COVID 19 and what worked during COVID 19?

Brand Strategy
2. What are the learnings of the media mix? Which media worked for the brand, and why do we
think so?
3. Content Learnings: Which type of content was generated for remote/ digital engagement,
which worked and why?

Tactical Plan
4. Is the brand target segment more open for digital (if so, which ones), physical or remote
engagement?
5. Do you foresee any changes in HCP-patient interaction with regard to your therapy on
account of COVID-19?
6. If yes, how does it impact your marketing strategy?

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Proprietary and confidential — do not distribute

Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
14
Market Performance

Situation Analysis
Key Events XXXXX XXXXX XXXXX XXXXX XXXXX

Brand Strategy
900.0
795.1
800.0
691.4
700.0
Value (in Crs)

591.0
600.0 511.0
500.0
380.1
400.0 323.0

Tactical Plan
300.0
200.0
100.0
0.0
2016 2017 2018 2019 2020 ('E) 2021 (Proj)

Drivers of growth Barriers to growth


1. 1.
2. 2.
3. 3.

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IMS analysis - Market, Brand, Competition

Situation Analysis
MAT June 2018 MAT June 2019 MAT June 2020 YTD June 2020
Abbott

Brand Strategy
Brand Particular
Val Val Vol Val Val Vol Val Val Vol Val Val Vol
Rank (Rs MS Gr Gr (Rs MS Gr Gr (Rs MS Gr Gr (Rs MS Gr Gr
Cr) (%) (%) (%) Cr) (%) (%) (%) Cr) (%) (%) (%) Cr) (%) (%) (%)

Brand group
RPM

Tactical Plan
Abbott brand
group

Competitor
brand 1

Competitor
brand 2

Competitor
brand 3

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Brand Performance (Internal)

Situation Analysis
Key Events XXXXX XXXXX XXXXX XXXXX XXXXX
Budget Achievement Actual Ach%, EI

Brand Strategy
80 MS%
Actual Ach%, EI
70 MS%
Actual Ach%, EI
Value (in Crs)

60
MS%
50 Actual Ach%, EI
MS%
40 Actual Ach%, EI
MS%

Tactical Plan
30 Actual Ach%, EI
MS%
20
10
0
2016 2017 2018 2019 2020 ('E) 2021 (TGT)

Drivers of growth Barriers to growth


1. 1.
2. 2.
3. 3.

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Brand Performance (Internal)

Situation Analysis
Sales 2020 (E)

Value (Rs. Crs) % Share Rank


Brand Name

Brand Strategy
IMS Market
Primary Contribution % % Achievement Mkt
(R-Factor) Share

SKU 1

Tactical Plan
SKU 2

SKU 3

Total

Drivers of growth Barriers to growth


1. 1.
2. 2.
3. 3.

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Brand Performance (channel) - Internal

Situation Analysis
Sales 2020 (E)

Value (Rs. Crs) % Share Rank


Brand Name

Brand Strategy
% IMS Market
Primary Contribution % Mkt
Achievement (R-Factor) Share

Trade

Dispensing Dr

Tactical Plan
Hosp. / Nursing home

Institution

Total

Drivers of growth Barriers to growth


1. 1.
2. 2.
3. 3.

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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
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Competitive Analysis – Quantitative

Situation Analysis
Relook at the Hypothesis generated last year

Brand Strategy
• List all the hypothesis generated last year and validate if they still stands
true or need to add new hypothesis

Tactical Plan
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Competitive Analysis – Qualitative

Situation Analysis
Promotion Meetings/ Other Field
Key Samples/
Brand Strategy Spend value Events/Web engagement Force
Message Gifts/PPE
(estimate) inars channels Nos.

Brand Strategy
Tactical Plan
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Competitive Analysis – Relative Benefit

Situation Analysis
Advantage over Disadvantage Why should the customer
Competitor Brand Name
competition w.r.t competition choose us?

Brand Strategy
Tactical Plan
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Situation Analysis
Competition Collaterals
Campaign collaterals, Screenshot of Multichannel Engagement etc..

Brand Strategy
Tactical Plan
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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
19
Communication strategy 2020

Situation Analysis
Key Message
Specialties (communicated through What’s Working What’s not Working
VAF & MCE)

Brand Strategy
Specialty 1
Limelight analytics or customer feedback
Specialty 2 to show what’s working and what’s not
working
Specialty 3

Tactical Plan
Specialty 4

Current Campaign Learnings/ Challenges

• xx

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Summary of Situational Analysis

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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
23
Segmentation & Targeting

Situation Analysis
Patient Segmentation & Targeting

Various Segmentation Criteria Patient Segments

Brand Strategy
Criteria 1 Segment 1 Segment 2 Segment 3 Segment 4

Tactical Plan
Criteria 2 Segment 1 Segment 2 Segment 3 Segment 4

Criteria 3 Segment 1 Segment 2 Segment 3

Target Segment

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Patient Journey of Target segment/ Buying process with

Situation Analysis
Leverage points (Example 1)

Brand Strategy
Tactical Plan
EXA
M PL E

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April 22, 2024 30
Patient Flow with Leverage Points

Situation Analysis
Absolute
Decision Maker
Patient#

Patients Origination Total Country Population [%] [e.g. 108,488,077] [e.g. Physician type X]

Brand Strategy
[Type in attribute…] Filter 1: High Risk CV Diabetic Patients [%] [e.g. 63,357,037] [e.g. Physician type X]

[Type in attribute…] Triglycerides 150 mg/dL [%] [e.g. 28,637,381] [e.g. Physician type X]

[Type in attribute…] Coverage Rate [%] [e.g. 22,909,905] [e.g. Physician type X]

[Type in attribute…] Diagnosis Rate / Patients [%] [e.g. 9,163,962] [e.g. Health Insurance]

Tactical Plan
[Type in attribute…] Treatment Rate [%] [e.g. 3,665,585] [e.g. Health Insurance]

[Type in attribute…] In Market Patients [%] [e.g. 1,246,299] [e.g. Health Insurance]

[Type in attribute…] Patients fulfilling script [%] [e.g. 735,316] [e.g. Health Insurance]

[Type in attribute…] Total – [Brand X] Patients [%] [e.g. 298,804] [e.g. Health Insurance]

Leverage • [Type in leverage points]


Points • [Type in leverage points]

Source: [Type in source …]


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Situation Analysis
Brand Strategy
Tactical Plan
EXA
M PL E

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Segmentation & Targeting

Situation Analysis
Customer Segmentation & Targeting

Target Patient Segment Customers who treat target patient segments

Brand Strategy
Segment ? • Specialty 1

• Specialty 2

• Specialty 3

Tactical Plan
• Specialty 4

Final Target Customer Segments:


• Specialty ?
• Specialty ??

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Customer & Consumer Persona

Situation Analysis
Physicians Patients
Qualification- Nephrologist/ Transplant Surgeons, type of

Brand Strategy
Demography : Defining your Age-, family history, Sex, SEC, Geography, disease
practice- Private/ Government who see transplant patients
customer from outside severity etc.

Efficacious (low rejections), safe (lesser side effects) & cost


Psychograph : Defining what is Desires, fears, awareness, disease specific risk etc.
effective regimens. Need of patient counselling and education,
there in their heart & mind

What are the key trends in contested category?

Tactical Plan
Essential data & trends Triple drug combination regimen used, no perceived MMF/MPS Change in demographs, values, attitude, life-style,
Why they prescribe one brand over other ? how do they react to offering from you and your
Cost, reliability in terms of efficacy and bioavailability, company competitor
reputation &
Support for patients - providing patients free drugs for a period;
delivery at home
Quality of information provided , Representative visits

Segmentation, needs & their What are their primary and secondary needs, Are emotional needs being met by products /
behavior what kind of HCP operate in this TA, what they service? What is the trigger that prompts patients
choose and why, preference to our brand ? to use our products?

What they think & feel, talk What are their attitudes toward therapy area and What kind of words they use about therapy area
about market and dislike the what all they talk about and what all they like and What is the greatest dislike about the Rx
most dislike in this therapy area.
34
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Stakeholder Needs & Behavior Analysis (1/2)

Situation Analysis
Leverage Point 1 Decision maker: [Type in …]

Needs/ Current Desired Key Action


unmet needs behaviors behavior barriers needed

Brand Strategy
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]

Leverage Point 2 Decision maker: [Type in …]

Tactical Plan
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]

Challenges and opportunities

Type in your strategic summary …

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Stakeholder Needs & Behavior Analysis (2/2)

Situation Analysis
Leverage Point 1 Decision maker: [Type in …]

Needs/ Current Desired Key Action


unmet needs behaviors behavior barriers needed

Brand Strategy
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]

Leverage Point 2 Decision maker: [Type in …]

Tactical Plan
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]

Challenges and opportunities

Type in your strategic summary …

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Segmentation & Targeting

Situation Analysis
Market, Advantage & SMP

Brand Strategy
Addressable Market Competitive Advantage Single Minded Proposition

Tactical Plan
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Creating a Brand Positioning Statement

Situation Analysis
Brand Strategy
Brand Positioning Statement (BPS)

In the (market definition), (the brand) delivers (SMP) to the (target patient

Tactical Plan
segment) treated by (target doctors) because of its (reason/key evidence in
support of its competitive advantage)

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Marketing Process Summary

Situation Analysis
Selected Segmentation Criteria

Brand Strategy
Target Patient Segment

Target Customer Segment

Market definition

Tactical Plan
Competitive Advantage

Key Customer and Consumer Insights

Brand Essence

Single Minded Proposition

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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2019

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
42
The four action framework

Situation Analysis
• xx
RAISE
Which STRENGTHS we want

Brand Strategy
to leverage?

• xx
REDUCE
What WEAKNESSES should
we reduce?

Tactical Plan
SEIZE • xx
What OPPORTUNITY should be
pursued? Which emerging trend we should
exploit?

ELIMINATE • xx
What THREATS we want to eliminate?
What are emerging threats that could
impact us?

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Brand Objectives

Situation Analysis
2020 2021

Qualitative

Brand Strategy
(Vision Based )

Sales (Rs Cr)

Market share (%)

Tactical Plan
Rank

Rx share (%)

LCM initiative
(if relevant)1

1: Please mention the specifics e.g. - new SKU/formulation/Line extension, new indication/segment/geography, new packaging, new guidelines, etc.

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Prioritization

Situation Analysis
All challenges and opportunities Prioritization

Brand Strategy
Challenges and Impact on Brand Ability Priority 1 [Type in pivotal challenge
opportunities Performance (A) to change (B) for focus (AxB)

[Type in challenge …] [e.g. 3] [e.g.1] 3


2 [Type in pivotal challenge]

Tactical Plan
[Type in challenge …] [e.g. 3] [e.g.3] 9

[Type in challenge …] [e.g. 1] [e.g.2] 2


3 [Type in pivotal challenge]
[Type in challenge …] [e.g. 2] [e.g.2] 4

[Type in challenge …] [e.g. 2] [e.g.3] 6

[Type in challenge …] [e.g. 1] [e.g.1] 1 4 [Type in pivotal challenge]

Impact on Brand Perf: 3 = High 2 = Medium 1 = Low


Ability to Change: 3 = High 2=Medium, 1=Low
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Situation Analysis
Identifying strategic growth levers
Brand 2021 Objective

Core Brand Strategy: This should be derived based on Annexure slide which helps develop core brand strategy

Brand Strategy
State Supporting Brand Strategy 1 State Supporting Brand Strategy 2 State Supporting Brand Strategy 3 State Supporting Brand Strategy 4

Key challenge / CSF


Key challenge / CSF Key challenge / CSF Key challenge / CSF
e.g. More Prescriptions from Core
e.g. Expand prescriber base e.g. Geography Focus e.g. New Launch
Drs

Key tactics: Key Tactics Key Tactics Key Tactics


Describe it briefly highlighting Describe it briefly highlighting why Describe it briefly highlighting Describe it briefly highlighting why

Tactical Plan
why it’s unique/ differentiating it’s unique/ differentiating why it’s unique/ differentiating it’s unique/ differentiating

Scale: Scale: Scale: Scale:


No of Drs/ KOLs/ Patients No of Drs/ KOLs/ Patients impacted No of Drs/ KOLs/ Patients No of Drs/ KOLs/ Patients impacted
impacted impacted
KPI: KPI:
KPI: KPI:
Incremental Value: Incremental Value:
Incremental Value: Incremental Value::

1. Mention Supporting Brand strategy


2. Mention key specialties that are critical for brand success
3. Mention key differentiating initiatives only – max 2
4. Focus on highlighting differentiated initiatives e.g. certification through associations, digital, patient programs etc.
5. Incremental value should be for the whole supporting brand strategy and not just the key tactic

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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
47
Strategy and Activities – Plan Year [Year] (1/4)

Situation Analysis
Challenge /
Opportunity A

Target
Activity Expected

Brand Strategy
CSF A (Trade/ Smart - KPI Owner Budget
(max 5) Return
GP/etc.)
[Type [Type in target…] [Type in expected [Type in smart – [Type in owner…] [Type in
inactivity…] return…] KPI…] budget…]

Tactical Objectives

Tactical Plan
• [Type in tactical
objective…]

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Strategy and Activities – Plan Year [Year] (2/4)

Situation Analysis
Challenge /
Opportunity A

Target
Activity Expected

Brand Strategy
CSF A (Trade/ Smart - KPI Owner Budget
(max 5) Return
GP/etc.)
[Type [Type in target…] [Type in expected [Type in smart – [Type in owner…] [Type in
inactivity…] return…] KPI…] budget…]

Tactical Objectives

Tactical Plan
• [Type in tactical
objective…]

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Strategy and Activities – Plan Year [Year] (3/4)

Situation Analysis
Challenge /
Opportunity A

Target
Activity Expected

Brand Strategy
CSF A (Trade/ Smart - KPI Owner Budget
(max 5) Return
GP/etc.)
[Type [Type in target…] [Type in expected [Type in smart – [Type in owner…] [Type in
inactivity…] return…] KPI…] budget…]

Tactical Objectives

Tactical Plan
• [Type in tactical
objective…]

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Strategy and Activities – Plan Year [Year] (4/4)

Situation Analysis
Challenge /
Opportunity A

Target
Activity Expected

Brand Strategy
CSF A (Trade/ Smart - KPI Owner Budget
(max 5) Return
GP/etc.)
[Type [Type in target…] [Type in expected [Type in smart – [Type in owner…] [Type in
inactivity…] return…] KPI…] budget…]

Tactical Objectives

Tactical Plan
• [Type in tactical
objective…]

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Communication Strategy (1/2)

Situation Analysis
Message Development
Current Desired

Brand Strategy
What’s their current behaviour? What we want them to do?
Do

Tactical Plan
What thoughts/feelings/ What would they need to think/feel/ believe
Think /Feel/ Believe

behaviours are the drivers ? to change behaviour?

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Communication Strategy (2/2)

Situation Analysis
Key Messages
Message Development

Brand Strategy
Single Minded Proposition

Why the brand is better than

Tactical Plan
What does the Brand deliver to the
• Other competing molecules
patient (primarily emotional)
• Other competing Brands of same molecule

Message 1 Message 2 Message 3


(testimony / visualization / endorsement) (with evidence) (with evidence)

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Big Idea for 2021?

Situation Analysis
My implication is the creative rendition of the single minded value proposition
that the brand is expected to communicate to the TG

Brand Strategy
Tactical Plan
2021

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Situation Analysis
VA mood boards targeting the segments

Brand Strategy
Expectation will
be to present
mood boards
with agency

Tactical Plan
head and team
with clear
insights from the
earlier part of
the brand plan

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Customer Engagement Model [Year]

Situation Analysis
Non- Personal Interactions Personal Interactions

Brand Strategy
Web-sites (Pharma & 3rd Party) Teledetailing
Interaction
Email (Pharma & 3 Party) rd with stakeholders F2F interactions

Direct Mail
Local Meetings

Tactical Plan
SMS
Call Center
Apps Peer-to-Peer
Interactions
E-MSLs
Webinar/eMed

Display Ads Congresses

Proprietary and confidential — do not distribute 54


MCE Approach Brand Program 2021

Analysis
Analysis
Situation
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

Situation
Web-Site
Email
Non-Personal Interactions

Direct Mail

Strategy
SMS

Strategy
Apps

Brand
Webinar / eMed

Brand
Display Ads
…...
…...
…..

Tactical Plan
Rep Detailing
Teledetailing
Local Meetings
Personal Interactions

Call Center
e-MSLs
Congresses
…...
…...
…...
…..
Proprietary and confidential — do not distribute 55
Clinical programs 2021

Situation Analysis
Timelines
No of No of Cost
Program Name Objective
Drs patients (in lacs) Completion

Brand Strategy
Start date
date

Tactical Plan
• To be filled along with Clinical Ops team
• Also Add projects that are carried forward from 2020

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Product Life Cycle Development Plan: NPI

Situation Analysis
BCF created :
Category/ Specific Launch
Yes/No/Not Objective Budget
New product Activity (Month, year)
relevant

Brand Strategy
Line extension

Tactical Plan
Proprietary and confidential — do not distribute 57
Market research plan 2021

Situation Analysis
Background
(Please set the busi-
ness context/ back-

Brand Strategy
ground on the need
for the study)

Objective
(Please outline ob-

Tactical Plan
jective
of the study)

Doctor Category

Cost

Timelines

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Support Required

Situation Analysis
Indicate support required from different functions e.g. Marketing
excellence, SFE, GA, PR, Medical, Supply Chain, BD, etc.

Function Support required

Brand Strategy
Function 1

Tactical Plan
Function 2

Function 3

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Aspiration – 3 years

Situation Analysis
2020 2021 2022 2023
Agreed LRP Market Value
Values (Rs Cr)
(3 years) Market Growth (%)

Brand Strategy
Sales (Value)
Market Share (%)

Challenge Opportunity

Tactical Plan
Key Challenges/
Opportunities • xx • xx
In the long term

Assumption 1 Assumption 2 Assumption 3


Key • xx • xx • xx
Assumptions
for the long term

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Contingency Plan

Situation Analysis
Probability of
Risk Mitigation Plan
Occurence (%)

Brand Strategy
Tactical Plan
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Outline
Executive summary

Situational Analysis

Market

Competition

Communication & Learning of 2020

Segmentation, Targeting & Positioning

SWOT & Brand Strategy

Communication & Tactical Plan

Financials
64
Sales Phasing
2019A 2020LBE 2021P
4.5
4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2021
4 3 3.5 4 3 3.5 4 3 3.5 4 3 3.5
(Plan)
2020
2 1.8 2 3 2.3 2.2 1.9 2.1 2.2 2.3 1.8 2
(LBE)
2019
(Actual)

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Media Plan 2021: Brand
Value (Actual/ Expected), INR Lacs
Promotion type 2020 LBE 2021 Plan
No. of Drs Value (Lacs) % Sal No. of Drs Value (Lacs) % Sal
1. Sample
2. Brand reminders
3. Print
4. Digital
5. Books/ Journals
6. Conference TTT
7. CMEs
8. Patient Programs
9. Market research
10. Trade Promotion
Total Promo
Promo A:S %
Bonus
Bonus % to sales
Clinical studies
Clinical % to sales

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Sources of growth and investment summary

Source of growth Investment

14.0 0.9 0.4


12.7 Con- New launch
0.9 fer- 11%
12.0 ENT ences
10.5 cam- 3%
10.0 paign
8%

8.0

6.0

4.0

2.0
Expand CP
0.0 base
2019 Expand Build p/D New 2020 Plan 78%
Usage in in ENT Launch
CPs in
Dizziness

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Financials
Brand Name 2019-LBE % Salience Plan 2020 % Salience
Net Sale 50.0 100% 54 100%
Material Cost 28.1 56% 36.3 68%
Bonus cost – Free quantity 1.0 2% 1.7 3%
OMC allocation 0.1 0% 0.1 0%
Expiry 0.1 0% 0.1 0%
Total Material cost 29.3 59% 38.1 71%
Gross Margin 20.7 41.4% 15.4 28.8%
Selling Expenses 2.9 6% 3.1 6%
Sales Promotion Expenses 1.3 3% 2 4%
Marketing Expenses 0.7 1% 0.8 1%
Marketing Contribution 15.8 32% 9.5 18%
R&D Expenses 0.2 0% 0.1 0%
G&A Expenses 0.2 0% 0.2 0%
Division Margin 15.4 31% 9.2 17%

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Brand Performance – Regional Analysis (Internal)

Situation Analysis
2020 (E) Market Share
Regional
EI MCI Manpower Productivity
Analysis %
Budget Actual % Gwth % Contribution 2019 2020(E)
Ach

Brand Strategy
Region 1

Region 2

Region 3

Tactical Plan
Region 4

Region 5

Total

Drivers of growth Barriers to growth


1. 1.
2. 2.
3. 3.

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Segmentation & Targeting

Situation Analysis
1. Segmentation and Targeting

Identify Patient Select Target Identify Customer Select Target

Brand Strategy
Segments Patient Segment Segment Customer Segment

Various Segmentation Criteria Patient Segments

Criteria 1 Segment 1 Segment 2 Segment 3 Segment 4

Tactical Plan
Criteria 2 Segment 1 Segment 2 Segment 3 Segment 4

Criteria 3 Segment 1 Segment 2 Segment 3

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Segmentation & Targeting

Situation Analysis
1. Segmentation and Targeting

Identify Patient Select Target Identify Customer Select Target

Brand Strategy
Segments Patient Segment Segment Customer Segment

Segment Segment Diagnosis Level of


Segments KOL Role Brand Data
Value Growth Status Competition

Tactical Plan
Segment 1

Segment 2

Segment 3

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Segmentation & Targeting

Situation Analysis
1. Segmentation and Targeting

Identify Patient Select Target Identify Customer Select Target

Brand Strategy
Segments Patient Segment Segment Customer Segment

Target Patient Segment Customers who treat target patient segments


Segment ? • Specialty 1

Tactical Plan
• Specialty 2

• Specialty 3

• Specialty 4

Final Target Customer Segments:


• Specialty ?
• Specialty ??

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Defining the market

Situation Analysis
2. Defining the Market

Total Market

Brand Strategy
Patient Segments

Tactical Plan
Select Target Patient Segment(s) Competing Categories

= Market Definition = ??

Market definition = Estimated XXX # of ??? sufferers in (country name) currently treated
primarily with <competing categories> valued (by ims) at Rs. Cr YYY

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Competitive Advantage – Across brands

Situation Analysis
3. Identifying Competitive Advantage - 1

Brand Strategy
Customer preference - Between Molecules
List of Attributes (Across brands) Attribute rank
POP / POD

Attribute 1

Tactical Plan
Attribute 2

Attribute 3

Attribute 4

Attribute 5

Proprietary and confidential — do not distribute 73


Competitive Advantage – Across molecules

Situation Analysis
3. Identifying Competitive Advantage - 2

Brand Strategy
Customer preference - Between Molecules
List of Attributes (Across brands) Attribute rank
POP / POD

Attribute 1

Tactical Plan
Attribute 2

Attribute 3

Attribute 4

Attribute 5

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Competitive Advantage – Overall

Situation Analysis
3. Identifying Competitive Advantage Final

Brand Strategy
Tactical Plan
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Single minded proposition (1/5)

Situation Analysis
4. Creating the Single Minded Proposition

Identify rational Identify emotional Identify users and Create a Brand

Brand Strategy
Insights
product benefits product benefits brand “adjectives” Essence

List down the Insights

Insight 1

Tactical Plan
Insight 2

Insight 3

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Single minded proposition (2/5)

Situation Analysis
• Write statements on post its as they Re-write the expressions in 3-4 sentences Further summarise stmts based on topic Finally compress to 1
emerge from discussion with patient/ Dr keeping the key words unaltered which can be unified into a single stmt stmt beginning with I
• Collate statements of similar topic in 1 Known as : Data/ Info Known as : Understanding Known as : INSIGHT
cluster

Brand Strategy
xxxxxxxxxxxxxxxxxxxxxxxxxx • Abc

xxxxxxxxxxxxxxxxxxxxxxxxxx •


xxxxxxxxxxxxxxxxxxxxxxxxxx

Tactical Plan
xxxxxxxxxxxxxxxxxxxxxxxxxx • Abc
• I feel…
xxxxxxxxxxxxxxxxxxxxxxxxxx • I want…

• I see…
xxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxx • Abc

xxxxxxxxxxxxxxxxxxxxxxxxxx •


xxxxxxxxxxxxxxxxxxxxxxxxxx

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Insight Example

I feel
anxious & dejected
as I am unable to give my 100%
at work & home

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34
Single minded proposition (3/5)

Situation Analysis
4. Creating the Single Minded Proposition

Identify
Identify rational Identify users and Create a Brand

Brand Strategy
Insights emotional
product benefits brand “adjectives” Essence
product benefits

Product Feature Rational benefits Emotional feeling

Tactical Plan
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Single minded proposition (4/5)

Situation Analysis
4. Creating the Single Minded Proposition

Identify Identify users


Identify rational Create a Brand

Brand Strategy
Insights emotional and brand
product benefits “adjectives”
Essence
product benefits

Doctor Adjectives1 Patient Adjectives2 Brand Adjectives

Tactical Plan
Note
1: To arrive at the right adjective for the Doctor one has to ask ‘how would you describe a doctor who prescribes for such a benefit’?
2: Similarly, to arrive at the right adjective for the Patient , one has to ask, ‘how would you describe a patient who takes the product understanding value of such benefit’?
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Single minded proposition (5/5)

Situation Analysis
4. Creating the Single Minded Proposition

Identify rational Identify emotional Identify users and Create a Brand

Brand Strategy
Insights
product benefits product benefits brand “adjectives” Essence

Brand essence

Tactical Plan
Single Minded (Brand) is a (Brand Essence) offering (Treatment type) to patients suffering from
Proposition (Target Patient Segment)

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Brand Identity (Kapferers Brand Prism)

Situation Analysis
Personality

Brand Strategy
Physique Culture

Tactical Plan
Brand

Relationship Self-image

Reflection

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Creating a Brand Positioning Statement

Situation Analysis
Brand Strategy
Brand Positioning Statement (BPS)

In the (market definition), (the brand) delivers (SMP) to the (target patient

Tactical Plan
segment) treated by (target doctors) because of its (reason/key evidence in
support of its competitive advantage)

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Where to play in 2021

Situation Analysis
1. Tactics executing the
campaigns at the planned

Brand Strategy
ORIGINATION intervention points.
2. Evaluate the importance of the
tactic in implementing the
DIAGNOSIS campaign (Very Imp, M, L)

Tactical Plan
TREATMENT

BRAND CHOICE

FULFILLMENT

PERSISTENCE

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