Unlock Annual Planning

A course designed to improve annual planning skills, which can be delivered as training or as an interactive workshop

Equip your team with the skills they need to develop and write a successful annual plan, covering situation analysis, strategy, activity selection, budgeting, KPI selection and writing a plan on a page. 

Who is this course for?

Any marketer wanting to learn how to write an annual brand plan from scratch, or upskill their current brand planning capability.

People working with, or wanting to move into, marketing and brand teams, who want to give themselves a head-start by learning one of the core skills required to deliver great marketing activity.

What you’ll learn on this course

  • The importance of evidence-based growth strategies
  • Introducing key marketing thinkers, including Byron Sharp, Binet & Field

  • How to integrate Business Plans and Marketing Plans
  • Tips for stakeholder management & cross-functional collaboration
  • Understanding the role of finance, commercial and supply
  • 4 proven approaches to understand the consumer context
  • How to gather data & what to do with it
  • Identifying barriers & triggers
  • Understand the role of portfolio
  • How to prioritise brands and SKUs
  • Where do analytics come in?
  • Understand the role of channel planning
  • How to prioritise channels and customers
  • Where do analytics come in?
  • A framework for defining business objectives
  • Growth options vs Consumer goals
  • The importance of prioritisation
  • A template for strategy writing
  • The importance of the consumer challenge
  • How to prioritise marketing activities
  • A framework for KPI setting
  • The principles you need to know for budget setting
  • A framework for KPI setting
  • Where to source your data
  • A one-page template to summarise your plan

What’s included 

  • Two experienced facilitators teaching you the latest theory and best practice 
  • Taught live with flexible classroom hours – this course can be delivered as a training course or an interactive workshop depending on your needs 
  • Course workbook containing tools and templatesopportunity to bespoke with your own tools & processes if you have them
  • Interactive sessions with group breakouts 
  • A host of exciting guest speakers delivered via voxpops 
  • Support and troubleshooting

All the details you need


Contact us for availability.


Either in your offices, an off-site location or taught live over Zoom, so you can join from anywhere.


We tailor our courses with your language, processes, templates & practical examples. Get in touch today to discuss your needs.

Here’s what our delegates say about us

4.9 out of 5

Overall score for the course

4.9 out of 5

The trainers

4.7 out of 5

Likelihood to recommend 

A few of the companies our delegates have come from

Get in touch about the course

We’re here to answer your questions about the course:

Unlock Annual Planning

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