Execute an annual plan and end the random acts
If your entire annual plan can’t fit onto one page, it won’t work—full stop. We see that all the time. Marketing organizations build 90-slide decks that consume months of everyone’s time, and then no one reads it. The random acts continue. But once you make your plan on a page, you have a tool which with to plan themes, campaigns, and more.
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Execute an annual plan and end the random acts
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Seriously, if you distill that plan to a single slide:
- Everyone can print it and keep it on their desk
- It’s accessible to every go-to-market team
- It’s always in view, so refer to it
- People actually use it
Now, that one-page plan isn’t easy to produce. It’s not the writing that’s difficult but the negotiations and agreements between teams. But once you have it, it does what plans are supposed to do and keeps everyone on track.
About the author
Service page feature
Strategic planning
Seriously, if you distill that plan to a single slide:
- Everyone can print it and keep it on their desk
- It’s accessible to every go-to-market team
- It’s always in view, so refer to it
- People actually use it
Now, that one-page plan isn’t easy to produce. It’s not the writing that’s difficult but the negotiations and agreements between teams. But once you have it, it does what plans are supposed to do and keeps everyone on track.
Resources
The annual planning workbook
This workbook will guide you through building that annual plan on a page, and the even harder part: Getting every team’s agreement. It’s full of insight on how to guide stakeholders and make a case to your CFO. Within, you’ll:
- Study the process
- Set goals
- Write the plan
- Get buy-in and enact it
4 Templates that Tie Your Marketing to Revenue
Feeling stuck on where to begin? Make a copy of our four-template pack and fill in the blanks. Wherever you don’t have the information, that’s a conversation you need to have with a peer. These templates ensure everyone has a clear line of sight to the overall company goals.
Templates:
- Annual Plan on a Page
- Marketing Revenue Map
- Campaign Timeline
- Campaign Plan on a Page
Get the Google Slides template pack
Want a hand ✋ in helping put these into practice? Sign up for a 30 minute session (form above) with one of our consultants to get the jump on your plans!
Annual & Campaign Planning Webinars
Tired of being thought of as a cost center? We recently held three workshops with senior marketers like yourself. Watch the recordings and download the slides.
- Webinar: Get everyone on board with your plan
- Webinar: Tie plans to performance and guide your team
- Webinar: Plan for impact—what stakeholders need to know
Strategic Planning Articles
Okay so why do so many companies fail to plan? Five reasons, according to Inverta Co-Founder Kathy Macchi. And what would speed up your campaign planning? Defining your objectives from 30,000 feet first, says VP of Account Management Shelly Kulesza. Lots of hard won wisdom in these reads.
Strategic Planning Podcasts on The RevRoom
Take your learnings on the go with leaders who’ve been there before.
The revenue marketing playbook: Advanced planning tactics
In the old way of annual planning, you’d try to plan the whole year in advance, and then inevitably everything would change. The new way? It’s dynamic. You meet buyers where they are. You pick your sources of revenue. And you continuously act on the spirit of that plan.
About the author
Service page feature
Strategic planning
Execute an annual plan and end the random acts
The annual planning workbook
This workbook will guide you through building that annual plan on a page, and the even harder part: Getting every team’s agreement. It’s full of insight on how to guide stakeholders and make a case to your CFO. Within, you’ll:
- Study the process
- Set goals
- Write the plan
- Get buy-in and enact it
4 Templates that Tie Your Marketing to Revenue
Feeling stuck on where to begin? Make a copy of our four-template pack and fill in the blanks. Wherever you don’t have the information, that’s a conversation you need to have with a peer. These templates ensure everyone has a clear line of sight to the overall company goals.
Templates:
- Annual Plan on a Page
- Marketing Revenue Map
- Campaign Timeline
- Campaign Plan on a Page
Get the Google Slides template pack
Want a hand ✋ in helping put these into practice? Sign up for a 30 minute session (form above) with one of our consultants to get the jump on your plans!
Annual & Campaign Planning Webinars
Tired of being thought of as a cost center? We recently held three workshops with senior marketers like yourself. Watch the recordings and download the slides.
- Webinar: Get everyone on board with your plan
- Webinar: Tie plans to performance and guide your team
- Webinar: Plan for impact—what stakeholders need to know
Strategic Planning Articles
Okay so why do so many companies fail to plan? Five reasons, according to Inverta Co-Founder Kathy Macchi. And what would speed up your campaign planning? Defining your objectives from 30,000 feet first, says VP of Account Management Shelly Kulesza. Lots of hard won wisdom in these reads.
Strategic Planning Podcasts on The RevRoom
Take your learnings on the go with leaders who’ve been there before.
The revenue marketing playbook: Advanced planning tactics
In the old way of annual planning, you’d try to plan the whole year in advance, and then inevitably everything would change. The new way? It’s dynamic. You meet buyers where they are. You pick your sources of revenue. And you continuously act on the spirit of that plan.
Speakers
Other helpful resources
Seriously, if you distill that plan to a single slide:
- Everyone can print it and keep it on their desk
- It’s accessible to every go-to-market team
- It’s always in view, so refer to it
- People actually use it
Now, that one-page plan isn’t easy to produce. It’s not the writing that’s difficult but the negotiations and agreements between teams. But once you have it, it does what plans are supposed to do and keeps everyone on track.
About the author
Service page feature
