Annual marketing strategy framework

What is the annual marketing strategy template?

Our annual marketing strategy template is a comprehensive framework designed to help CMOs and senior marketing leaders build a focused, measurable, and adaptable plan for the year ahead.

The template works by distilling the complexities of strategic planning into a structured, actionable format, allowing you to align marketing efforts with business priorities, allocate resources effectively, and communicate your strategy clearly to stakeholders.

Whether you're driving growth, entering new markets, or optimizing for efficiency, this template gives you the clarity and control to lead with confidence.

Who's it for?

This template is built for CMOs, and VPs/Directors of Marketing who want to:

• Lead cross-functional planning sessions with conviction
• Translate business objectives into concrete marketing actions
• Prioritize high-impact campaigns and channel strategies
• Present a professional, investor-ready marketing plan to the C-suite

It’s particularly useful for fast-growing B2B organizations looking to operationalize marketing, manage complexity, and scale with intent.

How to use it

You can use the template in multiple ways depending on your planning style:

• Solo planning: Use it as your go-to planning doc to organize priorities and present your strategy.
• Team workshops: Walk through each section with your leadership team to align on direction and responsibilities.
• Board/Exec ready: Customize and polish the template for high-stakes presentations to your CEO, board, or investors.
• Living document: Revisit and refine the strategy quarterly as business needs evolve.

The template is delivered as a downloadable, editable doc, ready for Google Docs, Word, or your preferred collaboration tool.

Get your annual marketing strategy template

Annual marketing strategy template

Annual marketing strategy framework 1. Business objectives Define your company-wide business goals for the year. E.g. Achieve $10M in ARR by Q4 Expand into the US market Improve customer retention to 90% 2. Marketing goals Outline marketing-specific goals (e.g., increase brand awareness, gene…

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