Workbook

Get your annual plan on ONE page

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Inverta's experts are launching projects with companies large and small to help them find their path to revenue in the short term, as well as building systems that will ensure growth well into the future.

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The Revenue Marketer

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 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We've put a thoughtful and road-tested plan together to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year! 

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan on a page template to help this year's planning process be the smoothest and most productive you've had to date, and set you up for success next year!

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help
 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We've put a thoughtful and road-tested plan together to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year! 

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan on a page template to help this year's planning process be the smoothest and most productive you've had to date, and set you up for success next year!

Resources
No items found.
About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help
Demand gen

Get your annual plan on ONE page

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September 18, 2024

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No items found.
 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We've put a thoughtful and road-tested plan together to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year! 

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan on a page template to help this year's planning process be the smoothest and most productive you've had to date, and set you up for success next year!

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help

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