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  • Tool ID: 9094
  • Author: OliiR Academy

Trade Marketing – Promotions

The Trade Marketing Promotion Planner is built to give Trade Marketing and Sales teams a structured way to plan every promotion against the 12 components that separate disciplined execution from expensive activity.
$0.00
  • Tool ID: 9094
  • Author: OliiR Academy

Tool's Overview

The Trade Marketing Promotion Planner is built to give Trade Marketing and Sales teams a structured way to plan every promotion against the 12 components that separate disciplined execution from expensive activity.

It replaces the usual promotion-on-a-page approach, written in haste, missing two or three core decisions, with a structured planning template that forces every promotion to define what it is doing, why, for whom, and how it will be measured.

What This Tool Does

This tool enables Trade Marketing and Sales teams to:

  • Plan every promotion against 12 essential components — from objective to measurement to shopper insight
  • Status-track each component as Done, Drafted, or Pending
  • Receive a live Readiness % and Launch verdict before the promotion goes to market
  • Standardise promotion planning across markets, brands, and customer teams
  • Use the Component Guide reference for examples of strong answers on each item

It moves promotion planning from a tactical spreadsheet to a strategic, defensible commercial discipline.

When to Use This Tool

This tool is typically used when:

  • Planning any single promotion, large or small, before it goes to market
  • Reviewing the calendar of promotions for a quarter or year ahead
  • Building a customer JBP that contains a portfolio of promotions
  • Onboarding a new Trade Marketing or Sales team member to standardise promotion planning
  • Auditing past promotions to identify gaps in planning discipline

Who Should Use This Tool

This tool is intended for:

  • Trade Marketing Managers and Activation Managers
  • Key Account Managers and National Account Managers
  • Brand and Category Managers contributing to promotion design
  • Commercial Directors approving promotion plans

It is equally relevant for brand owners and distributors planning across Modern Trade, Traditional Trade, and digital channels.

How the Tool Is Structured

The tool is organised into five clear working sections:

  • Cover – branded front sheet with reference, version, and use rights
  • Terms of Use – full IP, licence, and disclaimer framework
  • Instructions – step-by-step guidance on how to use the planner correctly
  • Promotion Plan – the 12-component planning table with status tracking and readiness verdict
  • Component Guide – examples of strong answers for each of the 12 components

This ensures the tool is immediately usable, decision-oriented, and defensible in promotion pre-launch reviews.

Positioning Note

This tool is most effective when used as a standing promotion planning template across the commercial team, not as an occasional reference. Applied consistently, it raises promotion quality across the function and builds a portfolio view of which promotion archetypes deliver and which silently consume trade spend.

Access Options

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    Full access     for one year to all tools.
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  • Download in Microsoft Formats.
  • Excel, Word, PowerPoint.
  • Fully editable, ready to implement.

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

  • Testimonials
Before this program, our trade marketing team was stuck in 'execution mode'—constantly firefighting and reacting to sales requests. This course gave them the structure to stop fixing gaps and start leading the category strategy. They are finally operating as the engine room of our commercial growth.
— Commercial Director, Global FMCG Manufacturer
The biggest impact has been on our internal alignment. We used to have Sales, Marketing, and Trade working in silos, often with competing priorities. The Mini-MBA created a shared language and a single commercial rhythm. Now, when we approach a retailer, we speak with one unified voice.
— VP of Sales & Marketing, Regional Distributor
Trade spend is our second biggest P&L line, yet we were spending it on instinct. This program gave my team the financial discipline to actually measure ROI. We’ve stopped the 'surprise promotions' and started building investment models that actually justify the funding.
— General Manager, Food & Beverage
Our conversations with buyers have completely changed. We moved from simply pushing SKUs to presenting data-backed category stories that defend our shelf space. The team now has the confidence to justify listings and challenge retailers with insights, not just price.
— Head of Modern Trade, Personal Care Brand
What I appreciate most is the practicality. My team didn't just learn theory; they came back with ready-to-use JBP templates and Scorecards that we implemented immediately. It brought order and predictability to our daily work routine.
— HR Director, Consumer Goods
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