Creating an export plan

Follow this handy guide for success

Creating your export plan   

It’s important to have a simple and clear export plan in place if you’re looking to move into EU markets for the first time, or if you have just started your export journey. This should be aligned with and form part of your overall business plan.

Your management team should be committed to it and it must be integrated into your business’s operations.

Keep it concise and simple

Your export plan introduction should clearly and concisely:

  • Set out your decision and reasons for moving into export markets
  • Outline your strategic export objectives for your business
  • Explain how exporting to the EU and other markets fits with your overall business plan

Assess your company's capability for export

  • Which products/services do you intend to export
  • Do these products or services require any modification for EU markets
  • What export capability do you need to have in place – staff, resources and capacity
  • Which protection do you need to have in place – IP, insurance, terms and conditions for export markets
  • What is your export market proposition / USP

Target markets

  • Which EU markets do you intend to target and why
  • What are your priority target markets – country/market sector/customer profile

Export market research

  • What export market research information do you require
  • How will you conduct this research – criteria, cost and timescales
  • How will you use this research in your export planning and development

Marketing and sales

  • What are your marketing and sales targets for each selected market
  • What routes to market do you intend to use
  • If you intend to use in-market partners, how will you select, appoint and manage them
  • What marketing material/preparation do you need, including your website and social media
  • Do you intend to visit the market or exhibitions or trade shows in-market

Export operations

  • How will you fulfil and deliver your export orders
  • What export documentation/certification do you require in place
  • What insurance have you in place

Export budget

  • Set out the budget and costs required for each of the above areas
  • Your export pricing strategy
  • Your terms of payment and anticipated export cash flow
  • Any external export finance required

Risk analysis

  • What are the key risks associated with exporting and how will you manage these

Management and monitoring

  • How and who will be responsible for managing your export development
  • At what points over the year will you review progress against plan (monthly/quarterly)

Forward plan

  • What are your long-term objectives for your export development
  • Decide on your next steps for each export market in year two

Contact us

Ask our export advisers about preparing an export plan.

Disclaimer

All information provided on this web page is for general guidance only. The contents of this guide have been provided by our training partners, Upper Quartile. Upper Quartile is not affiliated with any of the third parties or listings represented on our website. Third party listings are drawn from public domain and industry body data sources. Due diligence on a given third party or listing remains the exclusive responsibility of the end user. Whilst every effort is made to ensure the accuracy of the details represented, Upper Quartile and Scottish Enterprise cannot endorse, recommend or accept responsibility for any transactions conducted between the user and a given third party or listing provided on this web page.