Instructions for Use

This template is designed to help marketing leaders create comprehensive, actionable 90-day marketing plans that drive real business results. Whether you're a new marketing leader assessing your situation, an experienced marketer entering a new role, or a founder transitioning marketing responsibilities, this template provides the structure and prompts you need to develop a strategic plan that aligns with business objectives.

How to Use This Template:

1. Start with Assessment: Complete the Current Situation Assessment section first to understand your baseline performance and identify key challenges and opportunities.
2. Set Clear Objectives: Define 2-3 primary objectives using the OKR (Objectives and Key Results) framework to ensure measurable outcomes.
3. Prioritize Ruthlessly: Focus on 3-5 key initiatives that will have the most impact rather than trying to do everything at once.
4. Be Specific: Replace all bracketed placeholders with specific details, names, dates, and numbers relevant to your situation.
5. Customize for Your Business: Adapt the channel priorities and activities based on your business model (B2B SaaS, e-commerce, services) and target audience.
6. Plan for Accountability: Assign clear owners and deadlines for every initiative and establish regular review cycles.

Key Success Factors:

• Realistic Goal Setting: Set ambitious but achievable goals based on your current resources and constraints
• Stakeholder Alignment: Ensure key stakeholders review and approve the plan before execution begins
• Regular Reviews: Schedule weekly check-ins and monthly reviews to track progress and make adjustments
• Focus on Impact: Prioritize activities that directly contribute to business objectives over "nice to have" initiatives
• Document Everything: Use this template as a living document that you update and refine based on results and learnings

Time Investment: Plan to spend 4-6 hours completing this template initially, with 2-3 hours for monthly reviews and updates. The upfront investment in planning will save significant time during execution and dramatically improve your results.

💡 Remember: A good plan executed consistently will always outperform a perfect plan that sits on the shelf. Focus on creating a practical, actionable plan that your team can execute successfully.