Annual Marketing Review and Next-Year Priorities
Review the year and choose a small set of priorities.
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Review my marketing year. Results by channel and month: [YEARLY_RESULTS]. Budget and spend: [BUDGET_AND_SPEND]. Goals for the year: [GOALS]. Constraints next year: [CONSTRAINTS]. Compare results with goals and show gaps with arithmetic. Identify what produced most of the return, what underperformed, what we learned and what remains unknown. Propose three priorities for next year, each with a measurable target, the main action, the owner placeholder, the budget range and the biggest risk. Return a one-page review, a table of priorities, and a quarterly check-in plan. Use only my data; where it is incomplete list the data to collect now so next year's review is easier. Add a section on setting next year's targets as ranges, with a minimum, a target and a stretch, each tied to a business outcome. Provide a template for a one-page annual summary for a manager or board. Include a prompt asking what we stopped doing and what we should stop next year, since reviews often only add activities. Show every calculation, and clearly mark estimates.
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