Unlock the Secrets of Annual Planning
In partnership and co-hosted with
Unlock the Secrets of Annual Planning: A Three-Part Workshop Series
Sick of annual plans that collect digital cobwebs? Tired of being the "cost center" instead of the revenue driver? Buckle up, Marketers. Inverta and Uptempo are bringing you three workshops that'll transform your annual planning from a necessary evil into your secret weapon.
In this no-fluff series, we're diving deep into:
- Annual planning: how to get everyone on the same page
- Campaign strategy: how to bridge the gap between goals and execution
- Measuring impact: how to align stakeholders and the art of pivoting
Here's the deal: Fill out the form above, and you're in for all three sessions. Can't make a session live? No worries—we'll send you the slides and recordings. Your future self (and your CEO, CFO, and sales team) will thank you.
Here’s what to expect in each workshop:
The Power of a Plan on a Page: Getting Everyone on Board with Your Annual Plan
Ditch the 100-slide decks and embrace the power of the one-page plan. In this workshop, we'll show you how to distill your annual marketing plan onto a single, mighty page that'll have everyone from the C-suite to your newest hire nodding in agreement.
You'll learn:
- The secret sauce of a plan-on-a-page that actually drives action
- How to gather the right inputs and win over key stakeholders
- The art of strategic budget allocation (because money talks)
From Plan to Performance: Campaign Strategy to Guide Your Team and Hit Your Goals
Got a plan? Great. Now let's turn it into campaigns that will fill your pipeline. In this session, we'll bridge the gap between high-level strategy and nitty-gritty execution.
You'll discover:
- How to craft a campaign strategy that aligns with your annual plan (and keeps your team from going rogue)
- The operational magic that turns strategy into action (think RACI, SLAs, and workflows that actually work)
- How to marry top down budget allocation to the team's bottom up investment plans
Proving Your Plan’s Impact: What Your Stakeholders Need to Know
Ready to silence the "What has marketing done for us lately?" crowd? This workshop will arm you with the metrics, insights, and talk tracks to prove your worth to every stakeholder.
We'll cover:
- How to speak the language of your CEO, CFO, and sales leaders (without resorting to marketing jargon)
- The art of pivoting when plans go sideways (because they will)
- How to answer key questions you'll get from your stakeholders about the impact of your programs (beyond ROI)
Additional resources
Get your Annual Plan on ONE Page
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Blueprint for Marketing Planning
Unlock Results with this Annual Marketing Plan Template
Unlock the Secrets of Annual Planning
