{"id":22033,"date":"2025-12-15T11:42:41","date_gmt":"2025-12-15T19:42:41","guid":{"rendered":"https:\/\/www.outsourcemarketing.com\/?p=22033"},"modified":"2025-12-15T11:42:41","modified_gmt":"2025-12-15T19:42:41","slug":"marketing-planning-checklist","status":"publish","type":"post","link":"https:\/\/www.outsourcemarketing.com\/blog\/marketing-planning-checklist\/","title":{"rendered":"Behind on your marketing plan? Get moving with these seven simple steps."},"content":{"rendered":"[vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text css=&#8221;&#8221; text_direction=&#8221;default&#8221;]\n<h2>A simple marketing strategy checklist to avoid random acts of marketing.<\/h2>\n<p>If you\u2019re reading this in December (or any time of year where the calendar seems to be sprinting ahead of you), relax: you\u2019re not alone. This marketing planning checklist will help you slow down just long enough to reset, refocus, and make progress \u2014 even if you&#8217;re starting late.<\/p>\n<p>Most companies <em>intend<\/em> to plan early. Most leaders <em>want<\/em> to map out a thoughtful marketing strategy. But reality \u2014 client work, fires, product launches, sales cycles \u2014 often runs right over good intentions.<\/p>\n<p>So before you beat yourself up for not having a fully polished marketing plan, let\u2019s take a different approach: <strong>progress over perfection<\/strong>. These seven simple steps will move your planning forward this month \u2014 and set you up to start strong in the first few weeks of the new year.<\/p>\n<p>And yes, you can incorporate our marketing planning checklist along the way.<\/p>\n<h3><strong>1. Check your search and conversion performance<\/strong><\/h3>\n<p>Start with the data you already have.<\/p>\n<p>Instead of digging for a polished report, export a <em>quick snapshot<\/em> of your website performance from your analytics tools. Whether you use Google Analytics 4 (GA4) or another platform, the same basic questions matter:<\/p>\n<ul>\n<li>Which pages drove the most organic traffic this year?<\/li>\n<li>What pages brought visitors closest to conversion?<\/li>\n<li>Which landing pages are underperforming relative to the effort put into them?<\/li>\n<\/ul>\n<p>If GA4 isn\u2019t set up yet for your site (or you\u2019re still wrapping your head around it), <a href=\"https:\/\/support.google.com\/analytics\/answer\/10089681\" target=\"_blank\" rel=\"noopener\">Google\u2019s documentation<\/a> is a solid reference.<\/p>\n<p><strong>Why this matters<\/strong><br \/>\nYou don\u2019t need a finished funnel analysis to make smarter decisions. Seeing what\u2019s already <em>working<\/em> helps you prioritize what to amplify, fix, or potentially retire in the coming cycle.<\/p>\n<h3><strong>2. Export basic CRM trend data<\/strong><\/h3>\n<p>Now shift from your digital behavior to how the business is <em>actually moving<\/em>. Your CRM data can reveal gaps \u2014 and opportunities \u2014 that should be reflected in your marketing planning checklist.<\/p>\n<p>Import a report from your CRM (whether it\u2019s HubSpot, Salesforce, Zoho, or another system) with a few simple fields:<\/p>\n<ul>\n<li>Leads created by source<\/li>\n<li>Opportunities created<\/li>\n<li>Deals closed<\/li>\n<\/ul>\n<p>If your CRM has deal stages, pull counts by stage. If it has revenue attached, look at closed-won vs. closed-lost by source or campaign.<\/p>\n<ul>\n<li><a href=\"https:\/\/knowledge.hubspot.com\/crm-setup\/export-your-crm-data\" target=\"_blank\" rel=\"noopener\">HubSpot CRM export basics<\/a><\/li>\n<li><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.reports_export.htm&amp;type=5\" target=\"_blank\" rel=\"noopener\">Salesforce report overview<\/a><\/li>\n<\/ul>\n<h3><strong>3. Ask some key people what worked (and what didn\u2019t)<\/strong><\/h3>\n<p>Data is great, but insight comes from interpretation.<\/p>\n<p>Send concise, direct emails to a handful of stakeholders whose input you trust. This can include:<\/p>\n<ul>\n<li>Your top sales lead<\/li>\n<li>A highly engaged customer<\/li>\n<li>A colleague who sees how your marketing and operations intersect<\/li>\n<\/ul>\n<p><em>Here\u2019s a simple email template:<\/em><\/p>\n<p style=\"padding-left: 40px;\">Hey [name],<\/p>\n<p style=\"padding-left: 40px;\">I\u2019m reviewing our marketing performance and would love your quick input. What do you think worked well this year? What didn\u2019t? Anything we should absolutely do more (or less) of next year?<\/p>\n<p style=\"padding-left: 40px;\">\u2014 [Your name]\n<em><br \/>\nP.S. Have you heard of <a href=\"http:\/\/outsourcemarketing.com\">Outmark<\/a>? They&#8217;re awesome.\u00a0<\/em><\/p>\n<p>Yeah, the P.S. is optional, but these emails force you to articulate your assumptions and see blind spots. They also build internal alignment, which is just as important as the actual plan.<\/p>\n<h3><strong>4. Block time before the holidays (and a few times in January)<\/strong><\/h3>\n<p>If you\u2019ve ever left planning to the <em>first Monday of the new year<\/em>, you know how that goes: overflowing inbox, meetings back-to-back, and you never get past defining goals before sprint mode kicks in.<\/p>\n<p>Here\u2019s a better cadence:<\/p>\n<ul>\n<li><strong>One 60-minute session before the break<\/strong><br \/>\nCall it your \u201cpre-planning check-in.\u201d No deep analysis \u2014 just priorities, quick notes, and setting dates.<\/li>\n<li><strong>Two 90-minute sessions in the first two weeks of January<\/strong><br \/>\nThese are your <em>real<\/em> thinking blocks: focus time to draft a roadmap, identify campaigns, and set metrics.<\/li>\n<\/ul>\n<p>Put them on your calendar now \u2014 they\u2019ll give your marketing planning checklist the space it needs to take shape. Name the blocks intentionally:<\/p>\n<ul>\n<li>Marketing strategy kickoff<\/li>\n<li>Q1 objective sprint<\/li>\n<li>Content and lead funnel review<\/li>\n<\/ul>\n<h3><strong>5. Try a lightweight marketing planning checklist to get unstuck<\/strong><\/h3>\n<p>Now that you\u2019ve seen traffic trends, talked to key people, and carved out time to think, it\u2019s time to gather the pieces into something you can act on.<\/p>\n<p>That\u2019s where a <strong>marketing planning checklist<\/strong> becomes invaluable. A good checklist helps you:<\/p>\n<ul>\n<li>Review your year in clear categories<\/li>\n<li>Identify goals that are specific and measurable<\/li>\n<li>Set priorities that align with business outcomes<\/li>\n<li>Build a roadmap that doesn\u2019t feel overwhelming<\/li>\n<\/ul>\n<p>We put together a <strong>simple checklist<\/strong> that walks you through the essential areas you <em>should<\/em> consider \u2014 without turning it into a 20-page document before you even begin.<\/p>\n<p><a class=\"nectar-button jumbo regular accent-color regular-button\" style=\"visibility: visible; text-decoration: none;\" role=\"button\" href=\"https:\/\/www.outsourcemarketing.com\/wp-content\/uploads\/outmarks-year-end-planning-checklist.pdf\" target=\"_blank\" rel=\"noopener\" data-color-override=\"false\" data-hover-color-override=\"false\" data-hover-text-color-override=\"#fff\" aria-label=\"link to the year end planning checklist by Outmark\">Grab the checklist<\/a><\/p>\n<h3><strong>6. Review your existing marketing plan (yes, even the dusty one)<\/strong><\/h3>\n<p>If you <em>do<\/em> have a marketing plan \u2014 even one that\u2019s been sitting untouched since Q1 \u2014 take 15 minutes to give it a once-over. You might find:<\/p>\n<ul>\n<li>An idea worth reviving<\/li>\n<li>A goal that still matters<\/li>\n<li>A campaign that deserves a second shot<\/li>\n<\/ul>\n<p data-start=\"421\" data-end=\"558\">While you\u2019re in there, check your positioning statement. Ask yourself: <em data-start=\"492\" data-end=\"558\">Is this still true? Does it reflect who we are and who we serve?<\/em><\/p>\n<p data-start=\"564\" data-end=\"892\">Your positioning should be a clear, customer-informed expression of how you&#8217;re meaningfully different. If it\u2019s no longer sharp \u2014 or if you\u2019ve never defined one \u2014 make it a priority for the coming year. It\u2019s the foundation for all your messaging, and a strong one helps your marketing planning checklist actually move the needle.<\/p>\n<p data-start=\"898\" data-end=\"1137\">Not sure where to start? Our <a href=\"https:\/\/www.outsourcemarketing.com\/what-we-do\/marketing-planning\/\">marketing planning services<\/a> include positioning \u2014 because meaningful differentiation is what helps brands stand out from the clutter.<\/p>\n<h3><strong>7. Avoid drive-by marketing with a simple roadmap<\/strong><\/h3>\n<p>Random acts of marketing can feel good in the moment. But without a plan, they rarely move the needle.<\/p>\n<p>You don\u2019t need a long, formalized document. A simple roadmap \u2014 even a checklist scribbled during a working session \u2014 is often enough to shift from reactive to intentional.<\/p>\n<p><strong>Start small. Prioritize. Then act.<\/strong> That\u2019s the opposite of drive-by marketing.<\/p>\n<h2>Ready to make progress (not perfection)?<\/h2>\n<p>You don\u2019t need to have a perfect plan. You just need to get started.<\/p>\n<p>If you want a quick tool to help organize your thinking, grab our checklist. It\u2019s simple, strategic, and built to help you move forward. And if you&#8217;d rather just outsource your marketing planning, we&#8217;re here for you.<\/p>\n<div style=\"margin-top: 20px;\"><\/div>\n[\/vc_column_text][nectar_btn size=&#8221;jumbo&#8221; button_style=&#8221;regular&#8221; button_color_2=&#8221;Accent-Color&#8221; icon_family=&#8221;none&#8221; text=&#8221;Planning Help&#8221; url=&#8221;https:\/\/www.outsourcemarketing.com\/what-we-do\/marketing-planning\/&#8221;][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221;&#8230;<\/p>\n","protected":false},"author":3,"featured_media":21013,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[913,3033,3034],"tags":[3046,3045,2668,920,2989,2987,1247,2993],"class_list":{"0":"post-22033","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-marketing-planning","8":"category-strategy","9":"category-thought-leadership","10":"tag-fractional-marketing","11":"tag-marketing-checklist","12":"tag-marketing-planning","13":"tag-marketing-strategy","14":"tag-marketing-tools","15":"tag-outmark","16":"tag-responsible-marketing","17":"tag-strategic-planning"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Marketing Planning Checklist: 7 quick steps if you\u2019ve fallen behind<\/title>\n<meta name=\"description\" content=\"A marketing planning checklist for the busiest of the busy: 7 quick steps to avoid random acts of marketing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.outsourcemarketing.com\/blog\/marketing-planning-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Behind on your marketing plan? Get moving with these seven simple steps.\" \/>\n<meta property=\"og:description\" content=\"A simple marketing strategy checklist to avoid random acts of marketing. If you\u2019re reading this in December (or any time of year where the calendar seems\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.outsourcemarketing.com\/blog\/marketing-planning-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"Outsource Marketing\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/outsourcemarketing\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-15T19:42:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.outsourcemarketing.com\/wp-content\/uploads\/OTMK-4793_YearEndPlanningChecklist_Social_Blog.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Patrick Byers\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@outmark\" \/>\n<meta name=\"twitter:site\" content=\"@outmark\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Patrick Byers\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.outsourcemarketing.com\/blog\/marketing-planning-checklist\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.outsourcemarketing.com\/blog\/marketing-planning-checklist\/\"},\"author\":{\"name\":\"Patrick Byers\",\"@id\":\"https:\/\/www.outsourcemarketing.com\/#\/schema\/person\/f2deb41e52802d7a5b7080fc0a7d5f9f\"},\"headline\":\"Behind on your marketing plan? 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