効果的なマーケティングプランの書き方 - Wrike
効果的なマーケティングプランを作成する方法 · 1. マーケティング戦略の目標を設定する · 2. ターゲット市場を特定する · 3. 競合他社を理解する · 4.
競合分析を行うよう促します
マーケティングプランのこのセクションでは、 <anchor>競合分析を行うよう促します</anchor> これは基本的に競合他社を深く掘り下げるものです。 あなたは彼らの会社の詳細を理解するだけでなく、ご自分のブランドを際立たせる方法を理解することを目指しています。 顧客があなたを選ぶ理由は何ですか？
Competitive Analysis Template | Wrike
Competitive Analysis Template \| Wrike

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# Competitive Analysis Template

Establish your business above the competition with this competitive analysis template. Group your competitors by type, use a table to compare features, and create a competitive intel repository that multiple teams can access.

- ![](https://web-static.wrike.com/tp/storage/uploads/b77e1d9d-b2c5-4665-82f5-2daffcbb4fca/icon-write-amber.svg)

Use this guide to build the template in Wrike.


Build this template

[View the instructions](#instructions)

#Product Teams

#Marketing Teams

### Evaluate the competition to see how your product stands out

As you develop your product or service, it’s critical to conduct a competitive analysis report. It’s only by identifying and documenting your competition’s strengths, weaknesses, messaging, audience, team, and capabilities that you can develop a strategy that will give you a distinct advantage in the market. This competitor analysis template will help you group your competition by category, allowing you to get an accurate view of the landscape.

Label custom fields with product features and then use the Table view to compare feature parity at a glance. Assign owners for each competitor to ensure accountability for keeping the competitive intel updated regularly. Lastly, create a custom request form to add new competitors to your competitive intelligence repository with ease.

## Why you need this template

![<h5>Your team’s focus is too broad to yield insights</h5>](https://web-static.wrike.com/tp/storage/uploads/rebrand-icon-document-list.svg)

##### Your team’s focus is too broad to yield insights

Use folders in Wrike to group competitors by type — primary, secondary, direct, indirect, new to market, market leaders, and potential. Create custom fields for specific features and use the Table view to easily compare.

![<h5>Information on competitors is always out of date</h5>](https://web-static.wrike.com/tp/storage/uploads/rebrand-icon-visibility-binoculars.svg)

##### Information on competitors is always out of date

Store competitive product and company details in Wrike, so everyone has easy access to the latest information.

![<h5>Lack of ownership makes it difficult for teams to get&nbsp;info</h5>](https://web-static.wrike.com/tp/storage/uploads/rebrand-icon-wrike-share.svg)

##### Lack of ownership makes it difficult for teams to get info

Assign each competitor to team members in Wrike. This creates accountability for updating competitor intel and helps the whole organization know who to turn to for information.

![<p>Ready to try this template in Wrike?</p>](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/b50bec75-ff85-421e-88b2-5c885f128c5c/rebrand-cta-center-left_2x.png)

## Ready to try this template in Wrike?

Free 14-day trial, Easy setup, Cancel any time

Build this template

[View the instructions](#instructions)

![<p>Ready to try this template in Wrike?</p>](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/f764181c-486a-4e72-b3b9-fc91c252c6b0/rebrand-cta-center-right_2x.png)

### How to build a competitor analysis template in Wrike

The guide will show you how to:

- Build a request form to add new competitors
- Use folders to group competitors by category
- Create custom fields to easily compare features and other data

### Build a custom request form

Start by building a custom request form to add new competitors to your market research competitor analysis template. The request form can include fields for:

- Region
- Competitor type
- Products
- How they compete with your organization
- Strengths
- Weaknesses
- Audience or user base size
- Capabilities

To build a new request form:

1. Click on your name in the top-right corner, go to **Account Management**, and click on the **Request Forms** tab on the left
2. Click **\+ New form** and give it a name
3. Click **Select folder** to specify where tasks associated with this request submission should be added
4. Click **Select user** and choose who the task should be assigned to

Add fields to your form by selecting **\+ Question**. There are a number of field types available, including:

- Short answer
- Paragraph
- Dropdown
- Checkboxes
- Date field
- File attachments

Hovering over any question brings up the **Add conditional branching or assignment** button. Click this button to direct users to new pages or assign requests to specific team members. After you've finalized your request form, click **Publish** to save the request and make it available to your team in the workspace. All users can then see it and use it to submit requests.

### Group competitors by category

In the folder where you house your competitive intelligence, create subfolders for each category of your competition. These may include:

- Primary
- Secondary
- Direct
- Indirect
- New to market
- Market leaders
- Potential

Within these folders, create new tasks for each competitor you monitor. Some of your competitors may fit two or more of these categories.

In these cases, tag the tasks with each of the applicable folders for easy access.

### Compare specific features and attributes through custom fields

To track and report on specific features or attributes, you can use [custom fields](https://help.wrike.com/hc/en-us/articles/209603049-Custom-Fields). When data is entered in a custom field, it’s visible in the [Table view](https://help.wrike.com/hc/en-us/articles/210323525-Table-View-Overview), Task view, and folder and project info panels. Use share settings to keep custom field data private or share fields with teammates to keep everyone on the same page.

To create a custom field:

1. Select a folder or project from the left navigation panel in the workspace
2. Switch to Table view
3. Click the **+** sign that appears on the right side of the table
4. Type in a name for your new field and press Enter on your keyboard
5. Specify field properties on the pop-up that appears. You have options to:

\- Edit the field name

\- Choose a field type

\- Select where to apply your custom fields

\- Designate who the field should be shared with
6. Click **Save**

After building your custom fields, view your project and its components using the Table view to see all the details in a familiar spreadsheet layout. Some ideas for custom fields that could help with competitive analysis are:

- Product features
- Company size
- Region
- Team size
- System requirements
- Mobile/desktop apps

No matter which competitive analysis methodology you choose, Wrike can help you organize your data to build an easily accessible repository that makes it easier to draw insights and share with your team.

## FAQ

How can I use this template to audit competitors?

Use Wrike’s competitive analysis template to get relevant, organized, and up-to-date information about your industry competitors. With custom request forms, you can collect useful insights on your competitors, including information about their user base, products, weaknesses, and strengths.

Is the competitor analysis template free?

Yes, Wrike’s competitor analysis template is completely free. Simply enter your email address and start collecting strategic intelligence.

How can I make sure competitor information is kept relevant and up to date?

One way to make sure this information is updated is to assign members of your team to each competitor. Assigning them the task of updating their assigned competitor’s details will ensure the information is kept up to date.

How many competitors can be included in this template?

You can include as many competitors as you need. Simply duplicate this competitor research template and organize it into your folders, projects, and spaces of choice.

![<p>Ready to try this template in Wrike?</p>](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/b50bec75-ff85-421e-88b2-5c885f128c5c/rebrand-cta-center-left_2x.png)

## Ready to try this template in Wrike?

Free 14-day trial, Easy setup, Cancel any time

Build this template

[View the instructions](#instructions)

![<p>Ready to try this template in Wrike?</p>](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/f764181c-486a-4e72-b3b9-fc91c252c6b0/rebrand-cta-center-right_2x.png)

## You might be interested in these templates

![Go-to-Market](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/rebrand-cover-templates-go-to-market-2x.jpg)

Marketing

###### Go-to-Market

A go-to-market project template designed for launching marketing initiatives. Break down GTM into phases, assign due dates to tasks, and track progress on a visual timeline.

![Project Scheduling](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/rebrand-cover-templates-project-scheduling-2x.jpg)

Project management

###### Project Scheduling

A project template for classic, timeline-driven project management.
Split projects into actionable items, assign due dates, and track progress on a Gantt chart.

![Marketing Campaign Management](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/505c6919-0cfa-4d91-a484-5b539ca76698/rebrand-cover-templates-marketing-promotion-management-template-lp-2x.png)

Marketing

###### Marketing Campaign Management

A basic template for classic, timeline-driven campaign planning. Organize marketing campaigns into actionable items, assign due dates, and track progress on a Gantt chart.

![Go-to-Market](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/rebrand-cover-templates-go-to-market-2x.jpg)

Marketing

###### Go-to-Market

A go-to-market project template designed for launching marketing initiatives. Break down GTM into phases, assign due dates to tasks, and track progress on a visual timeline.

![Project Scheduling](https://web-static.wrike.com/cdn-cgi/image/format=auto/tp/storage/uploads/rebrand-cover-templates-project-scheduling-2x.jpg)

Project management

###### Project Scheduling

A project template for classic, timeline-driven project management.
Split projects into actionable items, assign due dates, and track progress on a Gantt chart.

## Competitor analysis resources

case study

##### Fitbit story

Discover how Wrike brought irreplaceable efficiency to Fitbit’s launch process.

eBook

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  - [Project management software for creatives: 10 of the best tools](https://www.wrike.com/blog/project-management-software-for-creatives/ "Project management software for creatives: 10 of the best tools")
  - [Itinerary template for project management](https://www.wrike.com/blog/itinerary-template-for-project-management/ "Itinerary template for project management")

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