MK-002 · Marketing & Business Growth
Annual Business Planner
Turn the year ahead into a plan you actually follow, not a document filed after the kick-off meeting
IN PREPARATION
About this toolkit
A practical Marketing & Business Growth toolkit that helps owners and managers use evidence, make deliberate choices and turn them into owned action. Turn the year ahead into a plan you actually follow, not a document filed after the kick-off meeting.
What this toolkit helps you achieve
- Review the previous year honestly
- Set a small number of funded priorities
- Track delivery through quarterly milestones
What’s included
- The Four-Part Annual Planning Cycle: Review, Set, Plan, Track
- The Five Golden Rules of annual planning, on one page
- A plain-English guide to the four pillars an annual plan rests on: Performance Review, Strategic Priorities, Resourcing & Budget, Quarterly Tracking
- A worksheet and checklist for building and running an annual plan
- A twelve-question coaching bank for the conversation before, during and after setting next year's priorities
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Best for
Owners and leadership teams turning annual ambitions into priorities, budgets, milestones and quarterly reviews.
Expected practical outcome
Start with an honest review of what actually happened last year, not what was hoped for. Narrow the year ahead down to a small number of real priorities, give each one an owner, a budget and a milestone, and check progress against the plan quarterly, not just at the next annual planning session.