The Before-You-Plan Checklist
Nine things to gather before any date gets committed, so targets aren't guesses wearing a spreadsheet.
Planning next year one calendar invite at a time is how things slip through the cracks. This workbook makes you lay the whole year out at once, then tells you whether the year you drew actually delivers the number you're accountable for.
Set a target, list your events, and the workbook tells you whether the two agree.
Nine things to gather before any date gets committed, so targets aren't guesses wearing a spreadsheet.
Type your annual target and budget into four cells; get a live verdict on whether your plan covers it.
One row per event, with cost per qualified opportunity calculated automatically as you type.
A complete twelve-event year, five delivered and seven ahead, so you see what good looks like.
Whether one quarter is carrying the year, and which event format buys qualified opportunities cheapest.
Swap in your own team and owners, and every dropdown updates with them.
Marketing leaders mapping next year's event calendar who need to know, before a single date is locked, whether the year they've drawn actually delivers the number the program is accountable for.
Planning next year one calendar invite at a time is how things slip through the cracks.
This is the idea the whole template runs on. Every tab, from the before-you-plan checklist to the quarter rollup, follows from it. Download the full workbook to get the goals tab, the annual plan, the worked example, and the quarter rollup.
The full thinking behind this template, expanded across the blog.