It’s Q4. You’re trying to close out the year strong, help sales hit their number, and somehow plan for next year, all at once. It feels impossible, right?

You’re not wrong. For many marketing leaders, annual planning is a chaotic, time-consuming exercise that produces a lengthy slide deck nobody reads. The plan is obsolete by the time Q2 comes around, and your team is left to execute random acts of marketing, reacting to requests and changing priorities, disconnected from any real business objectives.

Marketers waste an estimated 26% of their budget when they don’t have a clear strategy. You cannot afford to be that reckless.

We believe the solution is a more streamlined, dynamic approach. It starts with aligning on a plan that fits on a single page. This forces clarity and makes it easy for sales, leadership, and your own team to see and support the vision.

To help you get there, we’ve created a set of four essential templates. They are a game-changer for connecting your work to what matters most: revenue.

"Marketers waste an estimated 26% of their budget when they don’t have a strategy."

Build a plan that connects to business goals

Our templates are designed to work together, creating a clear line of sight from high-level business objectives all the way down to individual campaign execution. It’s a framework that front-loads the hard conversations and ensures your entire team is aligned with other teams within your organization before a single dollar is spent.

Here’s what you’ll find in the workbook:

1. The Annual Plan on a Page: This is your north star. It connects your marketing objectives directly to the company's business goals. Use it to define your target segments, high-level themes, and key metrics for success. This single page is your contract with leadership.‍
2. The Marketing Revenue Map This tool helps you organize your efforts. It maps your campaigns to your annual objectives and themes, creating a clear structure. This prevents the "random acts of marketing" by ensuring every activity ladders up to the big picture.‍
3. The Campaign Plan on a Page: Once your annual plan is set, this template helps you define the strategy for each major campaign. It outlines the audience, objectives, messaging, and how you'll measure success, ensuring every campaign has a clear purpose.‍
4. The Campaign Timeline: A simple, powerful view of what’s happening and when. This timeline allows you to coordinate across teams, manage resources, and ensure your campaigns are sequenced for maximum impact.

Make your marketing plan dynamic

The modern market doesn’t stand still, and neither should your plan. This framework isn’t meant to be carved in stone. It’s designed to be a living document.

By keeping your plans concise and your strategy clear, you create the flexibility to adapt. When priorities shift or new opportunities arise, you can adjust your campaign timeline and plans without throwing the entire strategy out the window.

You can stop the planning chaos. Start with a clear, one-page plan that everyone can understand and get behind.
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Download your free planning templates now →