How to Build a Marketing Plan and Get It Approved for 2025

Описание: In today's challenging business landscape, marketers face the daunting task of not only crafting an efficient marketing plan, but implementing it quickly, proving its value, and continuously adapting the plan on the fly. The ever-changing macroeconomic environment adds an extra layer of complexity, making success even harder to achieve.

In this episode, Rowan Tonkin, CMO at Planful, and Dave Gerhardt, Founder of Exit Five, lead you through the essential steps to building your plan, getting it approved, and unlocking the full potential of your marketing efforts.

They cover:

Tips to build a powerful marketing plan that aligns with your business objectives.
Strategies to gain plan approval from executives and board members
Best practices and practical approaches to flawlessly execute your marketing plan, turning ideas into measurable results.
Insights into the advantages of scenario planning and how it can prepare your marketing team to adapt to the ever-changing economic landscape.

Timestamps
00:00 – Why Annual Budget Planning Is Important for Marketers
05:34 – Finance Is Not Your Enemy… They’re Your Investors
07:23 – Playbook for Sales and Marketing Spend
10:56 – Best Resources for Making Your Financial Plan
13:01 – Determining the Key Metrics of Your Business
17:14 – Aligning Company Objectives With Marketing Goals
20:19 – Steps for Building a Marketing Plan
28:38 – Identifying Risks and Dependencies of Your Plan
30:50 – Best Practice Budget Distribution
34:01 – How to Demonstrate the Value of Your Plan
39:23 – Calculating Your Marketing Budget
41:17 – How to Get Company Leaders to Care About and Understand Your Marketing Plan
42:02 – How to Bake in Hiring Into Your Marketing Plan
44:36 – How to Get Your Company to Invest in More Creative/Brand/Experimental Activities
45:35 – Balancing Marketing Spend in Smaller Organizations
47:14 – Do You Have a Marketing Budget Based on CAC?
48:52 – Closing Remarks