• Marketing Planning (PDF)
• Planning Process Checklist (PDF)
• Systems Approach (PDF)
• Don't Do SWOT (PDF)

• Focus Groups (PDF)
• Non-Directive Interviewing (PDF)
• Surveys: General (PDF)
• Web-based Surveys
• Conjoint Analysis: Here are three on-line conjoint demonstration sites. To find out more about conjoint, go to Torsten Melles' on-line bibliography.

• Conjoint Online. Design own study, see results, and store them at their site for quick editing.
• Tom Novak's conjoint demo. Design movie theater using rank orders of full profiles, then see results.
• Dobney.com. See part-worth change with each judgment in Pizza-preference demo.

• Checklist for Writing Management Reports (PDF)
• Checklist for Making Oral Presentations (PDF)

• How to Gain Acceptance for Change (PDF)
• Scenarios (PDF)

• Syllabus – MKTG 224: Advertising Management
• Exercise: Analyzing an Advertisement (PDF)
• Skill Rating Sheet (PDF version) (Excel version
• Mastery Chart for Advertising (Microsoft Excel)
• Applications Chart for Principles of Advertising (Word or PDF format)
• Techniques and Concepts for Advertising
• Advertising Principles (web site)
• Information Sources for Advertising (Penn Library)

• Skill Rating Sheet (PDF version) (Excel version)
• Mastery Chart for Pricing (Microsoft Excel)
• Techniques and Concepts for Pricing (PDF)

• Syllabus – MKTG 221: New Product Management
• Skill Rating Sheet (PDF version) (Excel version)
• Applications Chart for New Product Development (Word or PDF format)
• Mastery Chart for New Products (Microsoft Excel)
• Techniques and Concepts for New Products
• New Product Proposal Outline
• U. of Pennsylvania Library Guide for Information Sources on Product Policy
• Sample Projects:
     Venture Proposal Evaluation: Oreo Handi-Snacks
• Learning Reports:
     Sample 1
     Sample 2
• How to Make Sales Forecasts
• Data sources for new product development
• Suggestions for Naming Products or Companies (PDF)
  • For more on naming, see the free WordLab website
• Experiential Exercises:
  • The Velikovsky Affair (PDF) – A case designed to show the value of the systems approach
  • The M-Car Case (PDF) – Shows what happens when formal planning is not used, as discussed in , "Strategic Planning and Forecasting Fundamentals." Full Text (PDF)
  • Panalba Case (PDF) – an in-class exercise that requires no preparation
    • Overheads for class discussion (PowerPoint version - PDF version)
    • Note: The role-playing case leads to much emotion. A softer version can be provided by using the Panalba Prediction Case - the overheads can be adapted for the Prediction Case (Word version; PDF version)
  • Portfolio Planning Exercise – an in-class exercise that requires no preparation
    • Control Version (PDF)
    • BCG Version (PDF)
    • Portfolio Planning Presentation (PDF)
      (also available in PowerPoint format)

• The Velikovsky Affair (PDF) – A case designed to show the value of the systems approach
• The M-Car Case (PDF) – Shows what happens when formal planning is not used, as discussed in , "Strategic Planning and Forecasting Fundamentals." Full Text (PDF)
• Panalba Case (PDF) – an in-class exercise that requires no preparation
  • Overheads for class discussion (PowerPoint version - PDF version)
  • Note: The role-playing case leads to much emotion. A softer version can be provided by using the Panalba Prediction Case - the overheads can be adapted for the Prediction Case.
• Portfolio Planning Exercise – an in-class exercise that requires no preparation
  • Control Version (PDF)
  • BCG Version (PDF)
  • Portfolio Planning Presentation (PDF)
    (also available in PowerPoint format)

• Syllabus – MKTG 341: Senior Conference
• Skill Rating Sheet (PDF version) (Excel version)
• Mastery Chart (Microsoft Excel)
• Techniques and Concepts for Marketing Consulting
• Outline for a Proposal (PDF)

• Brainstorming (PDF)
• Consensus (PDF)
• Delphi
• Group Functioning Questionnaire (PDF)
• Group Process Checklist (PDF)
• Guidelines for Problem-Solving Meetings (PDF)
• Time Lines (PDF)

• Guidelines on Keeping a Learning Diary (PDF)
• Sample Diary (PDF)
• The Ownership Survey (PDF)
• Survey on Learning (PDF) - A survey to help you understand how you learn. Use it to improve your effectiveness as a learner.

• Peer Ratings (PDF)
• Evaluation Form to be Used by the Client (PDF)