University of Technology Sydney · FACULTY OF STRATEGIC MARKETING

UTS24415 Marketing Planning and Strategy

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The Complete Study & Assessment Guide · Spring 2026

UTS24415 Overview

Marketing Planning and Strategy
— Convert market evidence into a coherent strategic choice, advantage logic and implementable recommendation.
  • University of Technology Sydney
  • Spring 2026
  • Strategic marketing planning
  • Four published assessment parts
  • 4 concept chapters

Marketing Planning and Strategy treats marketing as a set of choices about where and how an organisation will create customer value. Corporate direction, business strategy and functional marketing plans must align, yet they answer different questions.

  • Frame the choice State the market, customer and strategic decision before collecting frameworks.
  • Turn evidence into implications Every environmental observation should change an opportunity, threat or priority.
  • Prove the advantage Connect distinctive capability to customer value and resistance to imitation.
  • Keep recommendations aligned Tie action, owner, resource, metric and risk back to the diagnosis.
UTS24415 · University of Technology Sydney
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Assessment

How UTS24415 is assessed

ComponentWeightFormat
Assessment 1 Part 1: Weekly Mini Cases Discussions15%Group weekly case discussions
Assessment 1 Part 2: Mini Case Presentation5%Mini-case presentation
Assessment 2: Environmental Analysis40%Individual environmental-analysis report
Assessment 3: Strategic Marketing Recommendations40%10% group component and 30% individual component

The current Spring 2026 Canvas pages publish Assessment 1 Part 1 group weekly mini-case discussions at 15%, Assessment 1 Part 2 group mini-case presentation at 5%, the individual Environmental Analysis at 40%, and Strategic Marketing Recommendations at 40%, split into a 10% group component and a 30% individual component. Confirm any additional hurdle or pass condition in the current subject outline and Canvas settings.

Marketing Planning and Strategy assessment structure

15%5%40%40%

Use the published weights as a planning map; the current learning site controls instructions, submission settings and any stated pass condition.

Contents · every chapter, one map

What UTS24415 covers

The sequence establishes strategic marketing, builds a planning architecture, analyses the environment and ends with defensible competitive advantage and recommendations.

Mission and objectives narrow the planning field; environmental analysis then examines macro forces, market demand, customers, competitors, collaborators and internal capability. Frameworks such as PESTEL and SWOT are useful only when their entries become strategic implications. Competitive advantage requires a valued difference, a supporting activity or capability and some reason rivals cannot immediately neutralise it.

Strategic recommendations must therefore be selective and traceable: each action responds to a prioritised issue, fits resources and positioning, states implementation ownership and has a measure that could reveal failure. The current assessment design rehearses this route through weekly mini cases, a presentation, an individual environmental analysis and group plus individual recommendation work.

The book is organised around those analytic decisions rather than around generic marketing vocabulary. For Spring, 2026, Marketing Planning and Strategy at University of Technology Sydney publishes this assessment map: Assessment 1 Part 1: Weekly Mini Cases Discussions (15%); Assessment 1 Part 2: Mini Case Presentation (5%); Assessment 2: Environmental Analysis (40%); Assessment 3: Strategic Marketing Recommendations (40%).

The current Spring 2026 Canvas pages publish Assessment 1 Part 1 group weekly mini-case discussions at 15%, Assessment 1 Part 2 group mini-case presentation at 5%, the individual Environmental Analysis at 40%, and Strategic Marketing Recommendations at 40%, split into a 10% group component and a 30% individual component. Confirm any additional hurdle or pass condition in the current subject outline and Canvas settings.

The sequence establishes strategic marketing, builds a planning architecture, analyses the environment and ends with defensible competitive advantage and recommendations. Strategy coordinates choices about customers, value, position, capabilities and resource allocation over time. Tactics such as advertising or pricing matter, but they become strategic only through a coherent direction and trade-offs.

An organisation cannot serve every segment with every promise equally well. State the choice and exclusion before evaluating the action list. A strategic claim should identify the market boundary, customer value and basis on which the organisation expects to perform differently.

Planning organises evidence and decisions into a sequence: purpose and objectives establish direction; situation analysis identifies issues; strategy chooses target and value logic; programmes allocate action; controls track outcomes and trigger revision. Sections should justify one another rather than operate as independent assignments.

Write a one-line warrant between every section: because this evidence matters, this choice follows. Revisit earlier assumptions when the link cannot be defended. Macro factors can alter demand, cost, access, legitimacy or the rules of exchange. Categorisation prevents blind spots, but the analytical work lies in direction, magnitude, timing and the route by which the factor reaches the organisation or customer.

Cite time-bounded evidence and write one implication per factor. Remove entries that do not change a risk, opportunity or planning assumption. Competitive advantage exists when an organisation creates superior value or a lower delivered cost relative to relevant alternatives and can retain some benefit from doing so.

A feature visible to customers may be copied quickly; the supporting resources, routines and trade-offs often determine durability. Name the customer benefit, comparator, evidence and imitation barrier. Avoid calling temporary novelty sustainable without a time horizon and rival response.

Worked example · free

Worked application: A recommendation closes the diagnosis-to-action chain

Q [6 marks]. The marks shown in this rehearsal are not an official University assessment scheme. Apply recommendation to this situation: A brand proposes entering a new segment through a trusted partner, adapted service bundle and trial region. Retention, acquisition cost and partner service quality test the value and channel assumptions before wider rollout. Compare a credible alternative, explain the role of implementation, and keep the boundary created by control trigger visible.
  • 1Define the market, customer, decision and planning horizon.
  • 2Turn environmental and capability evidence into a prioritised implication.
  • 2Choose target, value logic and reinforcing actions while naming the trade-off.
  • 1Assign ownership, measure, rival response and a revision trigger.
A strategic recommendation responds to a prioritised issue and states what the organisation will do, for whom and why this route fits its position and capability. Supporting actions should reinforce one another and remain feasible under resource and stakeholder constraints. Ownership, sequence, budget logic, leading indicators and review triggers convert intent into a controllable plan. Risks are not a ceremonial list; each material uncertainty should have an indicator and contingent response. Trace every action to environmental evidence and the chosen advantage logic. Include what will not be done, and state the observation that would pause, revise or abandon the recommendation.
Sia tip — Put the market boundary beside recommendation, connect implementation to a customer implication, and add owner, measure and stop-or-revise trigger to the recommendation involving control trigger.
Glossary

Key terms

Strategy
Strategy — Strategy coordinates choices about customers, value, position, capabilities and resource allocation over time. Tactics such as advertising or pricing matter, but they become strategic only through a coherent direction and trade-offs. An organisation cannot serve every segment with every promise equally well.
Trade-off
Trade-off — Choosing one position means accepting opportunity cost and designing activities that reinforce it. A vague ambition to grow or delight everyone avoids the hard question of which demand, competitor and capability will receive priority.
Coherence
Coherence — State the choice and exclusion before evaluating the action list. A strategic claim should identify the market boundary, customer value and basis on which the organisation expects to perform differently.
Market Orientation
Market Orientation — Strategic marketing uses customer, competitor and contextual evidence to select markets and design value. Market orientation includes generating intelligence, distributing it across functions and responding in a coordinated way; it is broader than collecting preference surveys.
Customer Value
Customer Value — Benefits and sacrifices differ across segments, occasions and alternatives. A feature has no strategic value merely because it is technically impressive. The organisation must understand which problem it solves and why the customer prefers that resolution to substitutes.
Target Choice
Target Choice — Specify the segment, job or outcome, alternative and sacrifice. Triangulate stated preference with behaviour and operational evidence before treating it as demand.
Strategy Level
Strategy Level — Corporate strategy decides the portfolio and scope of businesses; business strategy defines how a unit will compete; functional marketing strategy translates that direction into market, customer and activity choices. Each level constrains and informs the others.
Alignment
Alignment — A polished campaign can undermine a cost position, while a new segment can require capabilities the corporate portfolio will not fund. Alignment is not repetition of one slogan; it is consistency among objectives, resources and choices.
Functional Choice
Functional Choice — Name the strategy level and decision owner. Test whether the proposed marketing action reinforces the chosen source of advantage and fits portfolio constraints.
Brand Purpose
Brand Purpose — A purpose or brand-activism position connects the organisation to a social issue and can shape identity, stakeholder expectations and differentiation. Strategic relevance depends on fit with customer values, capability and actual organisational conduct.
Authenticity
Authenticity — A public stance can attract aligned customers and employees while alienating others or exposing inconsistency. Communication without operational action creates authenticity risk; silent activity may create less differentiation but also less scrutiny.
Stakeholder Response
Stakeholder Response — Evaluate stakeholder salience, historical conduct, implementation and downside scenarios. Do not infer authenticity from creative quality or popularity from one online reaction.
FAQ

UTS24415 FAQ

Which choices turn a collection of marketing activities into strategy?

A retailer proposes social media, discounts, loyalty rewards and new stores without identifying a target or desired position. The activities may conflict on price, audience and brand meaning because no governing choice connects them. State the choice and exclusion before evaluating the action list.

A strategic claim should identify the market boundary, customer value and basis on which the organisation expects to perform differently. Every recommendation should inherit a specific implication from the environmental diagnosis.

How does customer value depend on segment and alternative?

A bank adds a complex dashboard after enthusiastic survey responses, but mobile customers mainly value rapid problem resolution. Usage remains low because stated feature interest was not linked to the choice context. Specify the segment, job or outcome, alternative and sacrifice. Triangulate stated preference with behaviour and operational evidence before treating it as demand.

Customer value requires a defined alternative and sacrifice, not a list of product features.

Why must corporate, business and marketing strategy remain aligned?

A premium business unit uses constant price promotions to meet a short-term acquisition target. The functional action increases volume but weakens the differentiation logic on which the business strategy depends. Name the strategy level and decision owner. Test whether the proposed marketing action reinforces the chosen source of advantage and fits portfolio constraints.

A control measure is useful when it can trigger a strategic decision rather than decorate a dashboard.

What makes a strategic marketing plan a linked argument?

A brand supports an equality campaign while suppliers report discriminatory conditions. The message attracts attention, but the activity system contradicts the claimed purpose and turns differentiation into reputational exposure. Evaluate stakeholder salience, historical conduct, implementation and downside scenarios. Do not infer authenticity from creative quality or popularity from one online reaction.

Every recommendation should inherit a specific implication from the environmental diagnosis.

How should mission and objectives guide rather than duplicate each other?

A plan identifies a shrinking segment but retains a growth objective based on last year's forecast. The situation and objective are inconsistent even if both sections are individually polished. Write a one-line warrant between every section: because this evidence matters, this choice follows. Revisit earlier assumptions when the link cannot be defended.

Customer value requires a defined alternative and sacrifice, not a list of product features.

When does a macro signal become a strategic market implication?

A mission promises accessible mobility, while an objective seeks a defined increase in repeat use among late-shift workers within twelve months. The target makes one interpretation of access operational. Separate mission, objective, strategy and metric. Avoid backfilling a target after selecting tactics, and disclose the baseline behind any improvement claim.

A control measure is useful when it can trigger a strategic decision rather than decorate a dashboard.

How can SWOT synthesis prioritise a marketing issue?

A rapidly growing service appears attractive, but it requires a channel and regulatory capability the organisation cannot build within the planning horizon. A slower market may better exploit existing trust and distribution. State the comparison unit, period and criterion. Test sensitivity to uncertain growth or position estimates and explain any strategic relationship among portfolio entries.

Every recommendation should inherit a specific implication from the environmental diagnosis.

What evidence connects competitive advantage to a defensible capability?

An ageing population is entered as a social factor. It matters strategically only after the analysis identifies the affected need, segment size, accessibility expectation and competitor response. Cite time-bounded evidence and write one implication per factor. Remove entries that do not change a risk, opportunity or planning assumption.

Customer value requires a defined alternative and sacrifice, not a list of product features.

Study strategy

How to prepare for the assessments

Use one strategy spine for every case. First state the decision, focal organisation, offering, customer and planning horizon. Separate external evidence from internal capability before applying labels. For a macro signal, record its direction, timing and mechanism; for customer or competitor evidence, name the segment and comparison basis.

Convert the strongest observations into opportunities or threats only after showing their implications. Describe strengths and weaknesses relative to the chosen market and objective, not as universal traits. Rank the resulting issues by impact, likelihood, urgency and ability to respond. Build each recommendation as diagnosis, strategic choice, coherent actions, resource or owner, success measure and risk trigger.

Check alignment upward to mission and business strategy and sideways across target, position and activity system. In group work, preserve the shared strategic logic while making the individual contribution independently evidenced. Confirm live prompts and submission settings on Canvas before each due window.

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