This framework provides a structured approach to planning by answering five questions: What's our aspiration? Where will we play (ICP)? How will we win (pillars)? What capabilities do we need? And what management systems (budget, headcount) are required?
Combat strategic complexity by creating a one-page plan. This document connects your highest-level vision and values to tactical quarterly goals in a clear cascade (Vision -> Strategy/KPIs -> Annual Goals -> Quarterly Goals). This simple, accessible artifact ensures universal alignment and clarity on how individual work ladders up.
To avoid creating pointless content, use the Brand Journey Framework. It defines your purpose by asking: 1) What is my desired outcome? 2) What reputation do I need to achieve it? 3) What actions must I take to build that reputation? 4) What skills must I learn? This roadmap connects every content effort to a tangible goal.
The number one mistake in annual planning is creating a marketing strategy in a vacuum. A plan disconnected from company-wide goals, such as a major product launch, results in resource misalignment, budget shortfalls, and missed growth opportunities.
Canva CEO Melanie Perkins plans using "Column B" thinking: envision a perfect, magical future state without constraints, then work backward to build a ladder of small, actionable steps to get there. This contrasts with "Column A" thinking, which starts with current resources and limits vision.
Spielman's coaching utilizes a three-part "Game Plan System" (GPS): Diagnostic, Co-Creation, and Execution. The core is a physical, laminated "game plan" with 3-4 critical goals. The double entendre (GPS) highlights its role in providing clear direction and navigating obstacles toward achieving objectives.
Go beyond visual roadmaps. Create a monthly written document for executives that explains *why* the roadmap changed, details priorities, and includes data from recent launches. This forces intentionality, builds trust, and fosters deeper, more accountable conversations with leadership.
True organizational buy-in isn't just a C-level activity. It's a "layer cake" where leaders at each level—from the CMO to ICs—have tailored conversations with their cross-functional partners to ensure shared understanding and commitment to the plan.
Position marketing as the engine for future quarters' growth, while sales focuses on closing current-quarter deals. This reframes marketing's long-term investments (like brand building) as essential for sustainable revenue, justifying budgets that don't show immediate, direct ROI to a CFO.
To prevent rigid plans that break, maintain consistency in your high-level strategic pillars for the year. However, build in flexibility by allowing the specific tactics used to achieve those pillars to change quarterly based on performance and new learnings.
To balance execution with innovation, allocate 70% of resources to high-confidence initiatives, 20% to medium-confidence bets with significant upside, and 10% to low-confidence, "game-changing" experiments. This ensures delivery on core goals while pursuing high-growth opportunities.