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Yearly marketing plan · Strategy & planning · MarketingBuzz

Learning roadmaps

Strategy & planning

Research, strategy, goals and quarterly to yearly roadmaps that the team actually follows.

AI marketing & automationFrom your first prompt to content, video and posting that run on autopilot.0 of 42 done
Marketing analyticsMeasure what matters, prove what works and use AI to find the next move.0 of 26 done
Strategy & planningResearch, strategy, goals and quarterly to yearly roadmaps that the team actually follows.0 of 24 done
PR launch campaignGet press coverage for a launch: story, media list, pitch, launch day and follow-through.0 of 17 done
Influencer marketingFind the right creators, make fair deals, run campaigns and measure real ROI.0 of 16 done
Sales playbookFrom ideal customer to closed deal and expansion, for every industry.0 of 24 done

CoreOptionalIn progressDone

Market research Competitor analysis Keyword & trend research

Step 1

Research

Understand your market, customers and competitors.

0/5 done

Customer research & jobs-to-be-done SWOT analysis

Segment, target, position Positioning statement Messaging house

Step 2

Strategy

Choose who you serve and how you win.

0/5 done

Channel selection Offer & pricing

SMART goals & OKRs Budget allocation

Step 3

Goals & budget

Set targets and decide where the money goes.

0/3 done

Targets from the funnel

Yearly marketing plan Six-month (bi-yearly) plan

Step 4

Build the roadmap

Quarterly, six-month and yearly plans.

0/5 done

Quarterly roadmap Campaign planning Marketing calendar

Project management

Step 5

Execute

Turn the plan into tasks people actually do.

0/3 done

Roles & responsibilities Launch checklist

Step 6

Review & adapt

Learn, adjust and plan the next period.

0/3 done

Quarterly business review Annual review & next-year plan

Strategy & planning, Step 4: Build the roadmap

Yearly marketing plan

In plain wordsYour big-picture plan for the next 12 months.

A yearly plan sets the north star, big bets, quarterly themes and budget.

Video tutorials

Yearly marketing plan, explained simplyBeginner videos on YouTube (opens in a new tab)Step-by-step with Google SheetsHands-on walkthroughs on YouTube (opens in a new tab)

How to do it

Set the north-star goal and budget.
Give each quarter a theme.
Place major launches and seasonal moments.

Tools

Google Sheets (opens in a new tab)Free
Flexible planning, budgeting and quick analysis; everyone already knows it.
Notion (opens in a new tab)Free plan
Docs, calendars and databases in one place with AI writing built in.

Open the Planner

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