Download & Get Organized for the Coming Year
Jumpstart your sales growth with this professionally designed template to plan your new year strategy. Whether you’re a small business owner, sales manager, or marketing leader, this checklist guides you through reviewing last year’s results, setting clear goals, aligning your team, and tracking performance.
What you’ll get
- A fully editable checklist in Word and PDF formats.
- Sections covering: last year’s review, goal-setting (annual, quarterly, monthly), strategy alignment, marketing coordination, budgeting, team training & motivation, and progress monitoring.
- Ready-to-use structure — simply plug in your numbers, tailor to your industry, and print or use digitally.
- Printable version for team meetings and on-screen version for live tracking.
Why do you need this now?
Starting the year without a clear plan is risky: you may miss opportunities, lose focus, or fail to measure what matters. This checklist ensures you don’t skip any critical step — from dissecting past performance to motivating your team and staying on top of KPIs. Use it to gain clarity, align your resources, and hit your targets with confidence.
How to use it
- Download the file in the format you prefer (Word or PDF).
- Begin with the “Review Last Year’s Performance” section — input your data and insights.
- Move through each section in sequence: set your goals, define strategy, coordinate with marketing, plan your budget, prepare your team, and finally schedule your tracking and review cadence.
- Customize the fields to reflect your business, products/services, seasons, and market.
- Print or display the checklist at your kickoff meeting, revisit monthly and quarterly, and adjust as needed.
Who this is for
- Small to mid-sized businesses are planning their annual sales strategy.
- Sales directors and managers who want a structured framework for the year ahead.
- Marketing teams align with sales on campaigns, budgets, and timelines.
- Entrepreneurs or freelancers who want a simple but effective roadmap to stay focused and accountable.
Important note
This template is designed for general sales planning guidance and does not constitute professional advice. You should adapt it according to your business circumstances and, where appropriate, seek specialist guidance (e.g., on financial, legal, or tax-related matters).
