Plan your marketing for the year ahead with clarity and confidence.
Kick off the coming year with a focused marketing strategy. This template provides a streamlined yet comprehensive checklist to help you review past performance, set fresh goals, refresh your branding and messaging, plan campaigns, optimise your digital presence, budget wisely, embrace new trends, and strengthen customer relationships.
Whether you’re a solo entrepreneur, a marketing team, or an agency supporting clients, this template keeps you organised and aligned for the year ahead.
What’s included
- A ready-to-use checklist divided into 9 practical sections:
- Review Last Year’s Performance
- Set New Marketing Goals
- Refresh Branding & Messaging
- Plan Content & Campaigns
- Optimize Digital Presence
- Budget & Advertising
- Embrace New Trends
- Strengthen Customer Relationships
- Monitor & Adjust
- Editable format (Word / Google Docs) so you can tailor it to your business, add specific deadlines, assign responsibilities, and tick off items as you complete them.
- Clean design, print-friendly layout, suitable for digital use or as a team worksheet.
Why this template matters
- Get organised: Avoid scrambling in Q1 by having your marketing plan ready at the start of the year.
- Stay on track: With clear sections and actionable items, you’ll know what to focus on and when.
- Align your efforts: Ensure your marketing activities are closely aligned with business goals and customer needs — not just random tactics.
- Save time: Skip building a checklist from scratch. Use this plug-&-play template and spend your energy on execution.
- Adaptable to any business: Whether you sell products, offer services, or serve as an agency, you can customise the checklist to match your context and resources.
How to use it
- Download the template in your preferred format.
- Set aside a planning session (ideally in early Q1) with your team or stakeholders.
- Walk through each section of the checklist — review last year’s data, set goals, refresh your brand, plan campaigns, allocate budget, and adopt new trends.
- Fill in key details: deadlines, responsible persons, budget numbers, and campaign themes.
- Save your filled-out version, distribute to your team, and refer back monthly.
- Use the “Monitor & Adjust” section to track progress, reflect on results, and refine your strategy throughout the year.
Ready to get started?
Download the New Year Marketing Checklist Template now and begin your marketing year with clarity, purpose, and actionable direction.
