Annual Marketing Planning Checklist
A comprehensive checklist for building your annual marketing plan — covering budget, goals, channel strategy, team structure, and performance benchmarks.
What This Checklist Covers
Annual marketing planning is one of the highest-leverage activities a marketing leader can do — and one of the most commonly rushed. This checklist ensures you cover every critical dimension of your plan: from goals and budget to channel strategy, team structure, and the performance benchmarks you'll use to measure success throughout the year.
Goals & OKRs
Define your annual marketing goals, key results, and how they connect to company revenue targets.
Budget Allocation
Plan your budget across channels, programs, headcount, and technology with clear rationale.
Channel Strategy
Confirm your channel mix, campaign calendar, and content strategy for the year ahead.
Performance Benchmarks
Establish the KPIs, reporting cadence, and review process you'll use to track progress.
Download the Annual Marketing Planning Checklist
Use this checklist to build a marketing plan that's comprehensive, aligned to revenue goals, and ready to execute.
