Marketing Strategy & Annual Planning - Workshop

Online (3.5 hours) · On-Site (4.5 hours) · Off-Site Full Day (6 hours)

A practical, high-clarity workshop to align your marketing direction, priorities and roadmap for the next 12 months.

This workshop gives you a structured, senior-level strategic process to define where you're going, how you'll grow and what to prioritise. We sharpen your marketing strategy, build your annual plan and align teams around the actions that matter most.

What’s Included

1. Pre-Session Exploration 

To ensure the workshop is fully tailored, we complete a focused strategic review:

• Current marketing strategy, positioning and goals
• Performance data: CAC, MER, attribution, channels, CRM
• Campaign learnings and historic performance
• Existing plans, priorities and resourcing
• Competitor activity and category context
• Team structure & current capability
• Bottlenecks, gaps and opportunities for growth

This ensures the session begins with insight, not guesswork.

2. The Live Workshop

Online Format - 3.5 hours

• 90-minute strategy & diagnostic session
• 15-minute break
• 90-minute planning frameworks, budget priorities & roadmap creation
• Alignment discussion & Q&A

On-Site at Your HQ - 4.5 hours

• 2-hour strategic analysis & opportunity mapping
• Break
• 2-hour planning frameworks, channel strategy & resourcing plan
• Team alignment & leadership prioritisation

Off-Site Full Day - 6 hours

Morning

• Deep strategic review (goals, positioning, performance)
• Opportunity mapping & growth levers
• Market, audience & competitive context

Afternoon

• Channel planning & campaign structuring
• Annual roadmap creation
• Budget allocation principles
• Team, capability & operational plan
• Leadership alignment session

What We Cover

• Your strategic marketing direction for the year
• How growth will be achieved and measured
• Priority channels, campaigns & activations
• What to stop, start, scale or transform
• Budget considerations & forecasting
• Team capability & resource planning
• Quarterly roadmap & high-level timelines
• Operational rhythm, reporting & governance

Deliverables

✔ Executive Summary
✔ Strategic Marketing Direction
✔ Annual Marketing Plan Outline
✔ Quarterly Roadmap & Priority Matrix
✔ Channel Strategy Framework
✔ Budget & Resourcing Principles
✔ Operational Rhythm & KPI Structure
✔ Workshop Materials & Strategy Boards
✔ Full Video Recording (Online Only)

What You’ll Walk Away With

• A clear, cohesive annual marketing strategy
• Priorities aligned to achievable impact
• A channel plan that supports growth
• A roadmap your team can execute
• Clarity on budget, staffing & capability
• A structure to keep marketing disciplined and effective

Who This Is For

• CMOs, Marketing Directors & Heads of Marketing
• Founders & CEOs wanting clarity on growth direction
• Teams needing alignment and a structured plan
• Brands looking to scale, restructure or refocus
• Organisations preparing budgets, campaigns or a new year plan

Pricing

Travel billed separately. Venue costs billed to the client.