Planning & goal setting templates

For Paid Subscribers

These templates help you create your marketing plan and set goals. As part of planning, you’ll also need to revisit your high-level marketing strategy (see strategy templates here). For more context on how to use these templates, read the following newsletters.

• Annual planning & goal-setting process

• Prioritization and avoiding RAM

• Strategy exercises for planning

• The MKT1 Method

• Original goal-setting post, note: I have updated my framework a little since then, to have 3 types of goals, not 4.

• Measuring full-funnel marketing & forecasting