Annual Marketing Plan Guide

Create a roadmap for everything you wish to accomplish this year. Start with the big quarterly priorities and schedule them out.

Process

1. Start with Quarterly Priorities - Identify major initiatives for each quarter

2. Schedule Major Projects - Map out when key projects will be executed

3. Refine the List - Ensure it's aligned with what you can really accomplish:

   • Be realistic about capacity
   • Consider dependencies between projects
   • Account for seasonal factors

4. Add Recurring Tasks - Add appropriate new repeating tasks to your recurring tasks system

5. Review Quarterly - Check progress and adjust as needed throughout the year

Key Elements to Include

• Major quarterly initiatives
• Key project timelines
• Budget allocations
• Resource requirements
• Success metrics
• Recurring task schedule

Best Practices

• Start planning 1-2 months before the new year
• Review previous year's performance first
• Align with business goals and objectives
• Build in flexibility for unexpected opportunities
• Set clear success metrics for each initiative