• Deanna Clark-Esposito

Develop Your Export Plan With This Free Template

Planning to export for the first time or ready to take your sales to a new frontier? Use the template* we’ve provided below to help you get organized with this new endeavor. If you have questions along the way, feel free to send us a message. We’d be happy to help you strategize, design and build out your plan.


Executive Summary

Introduction: Why our company should export

Part I – Export Policy Commitment Statement

Part II – Situation/Background Analysis

  • Product or service

  • Operations

  • Resources of the firm

  • Industry structure, competition, and demand

Part III – Marketing Component

  • Identifying, evaluating and selecting target markets

  • Distribution methods

  • Sales goals: profit and loss forecasts

Part IV – Tactics: Action Steps

  • Primary target countries

  • Secondary target countries

Part V – Export Budget

  • Pro Forma financial statements

Part VI – Implementation Schedule

  • Follow-up

  • Periodic operational management review to measure results against plan

Addenda: Background data on target countries and market

  • Statistics and background facts

  • Competitive environment

Go to our Free Resources page to download a copy of this export plan template.

*Thanks to the US Commercial Service for sharing this export plan.

Have questions related to anything you've read above? Feel free to connect with us using the Contact form at the bottom of the Home page.


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