Professional Documents
Culture Documents
Brand Plan Template 2021 Tuzant
Brand Plan Template 2021 Tuzant
Brand Plan Template 2021 Tuzant
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
Brand Imagery
CI Report – Strategic Lever
& Brand
Update 1 Signoff by CD’s
Tracker
CI Report – 5-9th
Update 2
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
Proprietary and confidential — do not distribute 04/22/2024 4
On Consumer and Market Insighting front, we have several
reports available to support your brand planning
Patient Connect Patient Journey Category Understanding & Competition
Brand
Kaleidoscope
July | 2020
Situational Analysis
Market
Competition
Financials
Proprietary
Proprietaryand
andconfidential
confidential—
—do
donot
notdistribute
distribute 3
Outline
Executive summary
Situational Analysis
Market
Competition
Financials
Proprietary and confidential — do not distribute 4
Product Profile
Brand name
Launch date
Class of drug
% Val MS
2017 2018 2019 2020 LBE 2021
A:S GC 4 Yr CAGR Value Rank
2019
Comp 1 MS
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
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?
Outline
Executive summary
Situational Analysis
Market
Competition
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)
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
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)
Situation Analysis
Sales 2020 (E)
Brand Strategy
IMS Market
Primary Contribution % % Achievement Mkt
(R-Factor) Share
SKU 1
Tactical Plan
SKU 2
SKU 3
Total
Situation Analysis
Sales 2020 (E)
Brand Strategy
% IMS Market
Primary Contribution % Mkt
Achievement (R-Factor) Share
Trade
Dispensing Dr
Tactical Plan
Hosp. / Nursing home
Institution
Total
Situational Analysis
Market
Competition
Financials
Proprietary and confidential — do not distribute 14
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
Proprietary and confidential — do not distribute 21
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
Proprietary and confidential — do not distribute 22
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
Proprietary and confidential — do not distribute 23
Situation Analysis
Competition Collaterals
Campaign collaterals, Screenshot of Multichannel Engagement etc..
Brand Strategy
Tactical Plan
Proprietary and confidential — do not distribute 24
Proprietary and confidential — do not distribute
Outline
Executive summary
Situational Analysis
Market
Competition
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
• xx
Situational Analysis
Market
Competition
Financials
23
Segmentation & Targeting
Situation Analysis
Patient Segmentation & Targeting
Brand Strategy
Criteria 1 Segment 1 Segment 2 Segment 3 Segment 4
Tactical Plan
Criteria 2 Segment 1 Segment 2 Segment 3 Segment 4
Target Segment
Situation Analysis
Leverage points (Example 1)
Brand Strategy
Tactical Plan
EXA
M PL E
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]
Situation Analysis
Customer Segmentation & Targeting
Brand Strategy
Segment ? • Specialty 1
• Specialty 2
• Specialty 3
Tactical Plan
• Specialty 4
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.
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
Proprietary and confidential — do not distribute
Stakeholder Needs & Behavior Analysis (1/2)
Situation Analysis
Leverage Point 1 Decision maker: [Type in …]
Brand Strategy
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]
Tactical Plan
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]
Situation Analysis
Leverage Point 1 Decision maker: [Type in …]
Brand Strategy
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]
Tactical Plan
[Type in …] [Type in …] [Type in …] [Type in …] [Type in …]
Situation Analysis
Market, Advantage & SMP
Brand Strategy
Addressable Market Competitive Advantage Single Minded Proposition
Tactical Plan
Proprietary and confidential — do not distribute 37
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)
Situation Analysis
Selected Segmentation Criteria
Brand Strategy
Target Patient Segment
Market definition
Tactical Plan
Competitive Advantage
Brand Essence
Situational Analysis
Market
Competition
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?
Situation Analysis
2020 2021
Qualitative
Brand Strategy
(Vision Based )
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.
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)
Tactical Plan
[Type in challenge …] [e.g. 3] [e.g.3] 9
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
Tactical Plan
why it’s unique/ differentiating it’s unique/ differentiating why it’s unique/ differentiating it’s unique/ differentiating
Situational Analysis
Market
Competition
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…]
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…]
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…]
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…]
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
Situation Analysis
Key Messages
Message Development
Brand Strategy
Single Minded Proposition
Tactical Plan
What does the Brand deliver to the
• Other competing molecules
patient (primarily emotional)
• Other competing Brands of same molecule
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
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
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
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
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
Situation Analysis
Indicate support required from different functions e.g. Marketing
excellence, SFE, GA, PR, Medical, Supply Chain, BD, etc.
Brand Strategy
Function 1
Tactical Plan
Function 2
Function 3
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
Situation Analysis
Probability of
Risk Mitigation Plan
Occurence (%)
Brand Strategy
Tactical Plan
Proprietary and confidential — do not distribute 61
Outline
Executive summary
Situational Analysis
Market
Competition
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)
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
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
Situation Analysis
1. Segmentation and Targeting
Brand Strategy
Segments Patient Segment Segment Customer Segment
Tactical Plan
Criteria 2 Segment 1 Segment 2 Segment 3 Segment 4
Situation Analysis
1. Segmentation and Targeting
Brand Strategy
Segments Patient Segment Segment Customer Segment
Tactical Plan
Segment 1
Segment 2
Segment 3
Situation Analysis
1. Segmentation and Targeting
Brand Strategy
Segments Patient Segment Segment Customer Segment
Tactical Plan
• Specialty 2
• Specialty 3
• Specialty 4
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
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
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
Situation Analysis
3. Identifying Competitive Advantage Final
Brand Strategy
Tactical Plan
Proprietary and confidential — do not distribute 75
Single minded proposition (1/5)
Situation Analysis
4. Creating the Single Minded Proposition
Brand Strategy
Insights
product benefits product benefits brand “adjectives” Essence
Insight 1
Tactical Plan
Insight 2
Insight 3
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
I feel
anxious & dejected
as I am unable to give my 100%
at work & home
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
Tactical Plan
Proprietary and confidential — do not distribute 79
Single minded proposition (4/5)
Situation Analysis
4. Creating the Single Minded Proposition
Brand Strategy
Insights emotional and brand
product benefits “adjectives”
Essence
product benefits
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’?
Proprietary and confidential — do not distribute 80
Single minded proposition (5/5)
Situation Analysis
4. Creating the Single Minded Proposition
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)
Situation Analysis
Personality
Brand Strategy
Physique Culture
Tactical Plan
Brand
Relationship Self-image
Reflection
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)
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