The Power of Portions: A Guide to Quarterly Planning

The Power of Portions: A Guide to Quarterly Planning

The Power of Portions: A Guide to Quarterly Planning

Imagine you’re setting off on a big journey through completely uncharted territory. Annual planning is like drawing a detailed map for the entire trip, while quarterly planning breaks that map into smaller, more manageable sections. By focusing on 90 days at a time, leaders can set clear, short-term goals that serve as stepping stones toward the bigger annual vision, making sure every step contributes to the overall journey.

Quarterly plans are flexible, acting as living documents that can be adapted as needed. This means you can make changes without throwing off your long-term vision, keeping your team agile and ready for anything. Quarterly reviews give you the chance to check in on progress, tackle any roadblocks, and adjust strategies as needed. Whether market trends shift or unexpected challenges pop up, staying adaptable helps keep your company competitive and responsive.

At &Marketing, we run on EOS—which (in our opinion) is the best at helping business leaders define their vision and keep everyone aligned, crucial for both quarterly and annual planning. Keep reading this quarterly planning guide to find out the best ways to plan your quarterly meetings for everyone’s benefit. 

Quarterly Plan Must-Haves

As you draft your next quarterly plan, include the following nuggets.

  • Review of the previous quarter. Analyze key performance indicators (KPIs) to understand what worked well and what needs improvement. Identify completed projects or milestones. Highlight areas where goals fell short and brainstorm reasons behind the shortfall.
  • Milestones and performance metrics. Set clear milestones for tracking progress within the new quarter. Defining KPIs will help you measure your team’s quarterly progress and performance.
  • Key focus areas for the upcoming quarter. Outline 2-3 high-level priorities for the quarter that align well with annual goals. Consider seasonal trends, upcoming marketing campaigns, or product launches.
  • Specific, measurable, achievable, relevant, and time-bound (SMART) goals. Develop clear, measurable objectives for each focus area. Break down large goals into smaller, achievable tasks with deadlines. Ensure these goals are relevant to the overall business strategy. Using EOS terms – these are your Rocks for the quarter.
  • Action plans and initiatives. Define specific projects or initiatives needed to achieve each goal. Outline a step-by-step process for each initiative, with clear ownership assigned. Include timelines and milestones to track progress throughout the quarter.
  • Resource allocation. Identify the resources needed to execute the plan, including personnel, budget, equipment, and software. Allocate resources efficiently to support priority initiatives.
  • Risk management. Brainstorm potential risks that could hinder progress on goals. Develop contingency plans to mitigate these risks or adapt strategies, if necessary.
  • Communication plan. Define how team members will communicate progress to each other and other stakeholders. Determine the frequency of progress reports and meetings.

How to run a quarterly planning meeting

Crafting a solid quarterly plan will keep your team focused and drive results. Use the following checklist to ensure you’ve created a productive, effective quarterly planning session. Each item is a building block to lay the groundwork for a successful next quarter.

Not sure how long quarterly planning should take? A typical quarterly planning session among leadership teams should take a full day, with some flexibility depending on your team’s specific needs. Small to medium companies may also need less (or more) time than global organizations. We’ve included an approximate timeline for each section.

  • Team check-in (30 min.): Encourage team members to share a personal win and business success from the previous quarter. Teams can offer updates on what they see as working well and what needs improvement. You can also ask each team to share its expectations for the upcoming planning session.

    Use this check-in as a transition to help teams debrief from the previous quarter, stay informed, and understand each other’s perspectives. It fosters a sense of shared responsibility and provides a moment to pause and reflect on your company’s current state.

  • Previous quarter review (30 min.): During this block, teams review the past quarter’s key objectives (Rocks) and assess completion. Your goal? A minimum of 80% completion. The review offers another chance to discuss what worked — and what didn’t — regarding goal setting and achievement. It also allows teams to discuss lessons learned and become more effective planners for the future.
  • Vision review and issue identification (1 hour): This agenda item involves revisiting the annual plan’s vision and strategic plan and confirming everyone’s continued alignment with the core principles outlined in the plan. This exercise reignites team commitment to the vision and verifies everyone’s on the same page. Once the vision is clear, the team can identify and articulate any challenges, concerns, ideas, opportunities, or roadblocks that could impact achieving the vision.
  • Establishing the next quarter’s priorities (1-2 hours): Now, the team should work to reach a consensus on the most critical goals for the next three months. You can use your understanding of the overall vision and list of issues to determine top priorities, eventually whittling that list to 3-7 that will significantly impact the company’s success in the coming quarter.

    Once these priorities are established, each leadership team member defines their own 3-7 priorities for the next 90 days. This process creates a laser focus for the entire organization until the next quarterly meeting.

  • Addressing key issues (2-4 hours): This agenda item tackles the other issues identified previously. The team selects the top three most critical issues and addresses them in a three-step process. Step one: define the core issue. Step two: an honest, open discussion about the issue. Step three: identify the best solution to eliminate it permanently. The team uses this approach for each issue that is prioritized as crucial for resolution.
  • Next steps (5-15 min.): This section recaps all action items generated throughout the day and confirms that everyone is accountable for their commitments and priorities.
  • Wrap-up (5-15 min.): Everyone benefits from taking five minutes to reflect on the day. Encourage each team member to share their overall feedback, whether their expectations were met, and rate the day on a scale of 1-10. Your goal? Achieving an average rating of 8+ with honest, open feedback from all participants.

    If ratings fall below your benchmark, work with the team to understand why and identify areas of improvement for future planning sessions. By your quarterly planning session’s end, your team should feel completely aligned with one another, with clear priorities set for the coming quarter and all key issues resolved (or on their way to resolution).

How to do quarterly product planning

Is quarterly product planning also on your agenda? Here’s a quick breakdown of the critical steps involved.

  • Review and analyze previous quarter performance, looking at key metrics, including user growth, feature adoption, customer satisfaction ratings, and revenue generated (if applicable). Identify successes and areas for improvement.
  • Research and evaluate current market trends that might impact your product — think new technologies, competitor activity, or evolving customer needs.
  • Ensure your product roadmap aligns with your company’s overall quarterly objectives. Consider factors like revenue targets, marketing campaigns, or upcoming business milestones.
  • Facilitate brainstorming sessions to generate ideas for new features, product improvements, or potential marketing initiatives related to your product.
  • Don’t try to do everything at once! Prioritize ruthlessly by assessing each idea’s value and feasibility. Focus on the ideas that will most significantly impact achieving your goals within the quarter.
  • Break down those ideas into user stories that clearly define the features and functionalities you hope to develop.
  • Establish clear milestones and deadlines for each user story within the roadmap.
  • Allocate resources (teams, budget) effectively to ensure successful execution of the roadmap.
  • Communicate the roadmap effectively to all stakeholders, including development teams, marketing, sales, and customer support.

Quarterly product planning is an iterative process. You may need to adapt your roadmap based on market feedback, user testing results, or unforeseen challenges. Conduct regular check-ins to monitor progress and course correct as needed.

What are examples of quarterly goals?

As you draft your quarterly planning agenda, consider the goals to include. Look at your annual plan — your roadmap — for inspiration. Your destination remains the same, but perhaps your route has changed from Q1 to Q3.

Common goals that appear on some or each quarterly agenda can include:

  • Increasing market share by X%.
  • Growing revenue by Y%.
  • Reducing customer acquisition cost by Z%.
  • Improving lead conversion by A%.
  • Enhancing customer satisfaction by B points.
  • Launching X new products or services.

Quarterly planning empowers you to chart a clear course for your company, one focused quarter at a time. A little thought and planning will help you and all stakeholders, from department heads to executive leadership to team members, navigate the process efficiently and effectively.

While these meetings typically last a few hours to a full day, prioritize focused discussion and avoid information overload. Assign ownership and deadlines to all action items to ensure accountability. A well-defined plan and commitment to execution will position your team to achieve success and reach its goals throughout the quarter.

At &Marketing, a fractional CMO can help run your quarterly planning sessions and great the detailed roadmap you need to spur growth and meet your yearly goals. Download our overview to learn more about our fCMO services and matching process.

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About Author:

Marketing Director Tracey Colla focuses on ensuring each client’s needs are being met in a timely, productive, and creative way. She is a well-rounded marketer, with a talent for identifying opportunity, product strategy and positioning, go-to-market strategies and launches.

About &Marketing:

&Marketing provides the robust outsourced marketing department growing companies need without the high overhead costs of big agencies or full-time employees. Our variable model empowers businesses to reach their growth goals through access to the guidance and expertise of senior level strategists and a flexible execution team.

Premier Roofing Company Transforms with Fractional CMOs

Premier Roofing Company Transforms with Fractional CMOs

Premier Roofing Company Transforms with Fractional CMOs

Premier Roofing Company leveraged fractional CMOs to rapidly establish a marketing department, generate significant leads and revenue, and transform company culture from door-to-door sales to a multi-channel marketing approach.

Business Challenge Summary

Premier Roofing, a PE-backed company, faced the challenge of increasing revenue quickly under new CEO Luke Marklin. The mandate was clear: achieve rapid growth and scale operations efficiently. The company needed to establish a strong internal marketing team. Transitioning from a traditional door-to-door sales strategy to a comprehensive multi-channel marketing approach was essential for achieving their ambitious goals.

Hiring a full-time Chief Marketing Officer (CMO) through a typical executive search process would take 4-5 months—time Premier Roofing didn’t have. They required immediate expertise to drive their marketing strategy and execution.

&Marketing’s Approach

After engaging with &Marketing, Premier Roofing realized fractional CMO services would provide a faster, lower-risk solution. This approach allowed them to quickly build a marketing team and start executing their new strategy through:

  • A Quick Hiring Process: In less than four weeks, two fractional CMOs, Andrea and Bruce, joined Premier Roofing. Andrea took the lead in building the marketing team, while Bruce focused on developing their digital marketing foundation.
  • Customer Research: Andrea and Bruce conducted extensive customer research to inform upcoming branding changes and ensure the new marketing strategies aligned with customer needs and preferences.
  • Multi-Channel Marketing System: A robust multi-channel performance marketing system was developed from scratch, transitioning Premier Roofing from reliance on door-to-door sales to a diversified marketing approach that included digital, social, and traditional channels.

The Results

1. Integrated Seamlessly with the Leadership Team

Andrea and Bruce became integral members of Premier Roofing’s leadership team. They attended key meetings and collaborated closely with leadership and staff across the company, ensuring alignment and buy-in for the new marketing initiatives.

2. Increased Lead Generation and Revenue

The new multi-channel marketing strategy generated hundreds of new leads per month. Premier Roofing projected a significant revenue increase, estimated at $3-5 million for the year.

3. Experienced a Cultural Shift

The company experienced a cultural transformation. The sales and operations teams embraced marketing-generated leads, adapting to new processes and ensuring they could handle and convert the influx of new leads effectively.

By leveraging fractional CMO services, Premier Roofing successfully transitioned to a multi-channel marketing approach, built a strong internal marketing team, and achieved significant revenue growth. Their experience demonstrates the power of agile marketing leadership in driving business transformation.

Bringing in Andrea and Bruce as fractional CMOs was a game-changer for Premier Roofing. Their expertise allowed us to quickly build a marketing team, generate leads, and significantly impact our revenue. They seamlessly integrated with our leadership team and helped transform our company culture to embrace new growth channels. The results speak for themselves, and we are excited about the future.

Luke Marklin

CEO, Premier Roofing Company

FAQs

What is a Fractional CMO?

A fractional CMO is an experienced marketing executive who works part-time with a company. They provide strategic marketing leadership and expertise without the cost and commitment of a full-time CMO.

How can Fractional CMO services benefit a roofing company?

Fractional CMO services can benefit a roofing company by quickly establishing a robust marketing department, implementing effective multi-channel marketing strategies, generating leads, and increasing revenue without the lengthy and costly process of hiring a full-time CMO.

Why did Premier Roofing choose &Marketing for Fractional CMO services?

Premier Roofing chose &Marketing for their expertise in providing agile and effective fractional CMO services. &Marketing quickly integrated experienced CMOs into Premier Roofing’s team, helping them achieve their marketing and revenue goals rapidly.

How quickly can a Fractional CMO start making an impact?

A Fractional CMO can start making an impact almost immediately. In the case of Premier Roofing, &Marketing’s fCMOs began leading the marketing efforts and developing a new strategy within just four weeks of engagement.

Can a Fractional CMO help with customer research?

Yes, a fractional CMO can conduct extensive customer research to guide branding and marketing strategies, ensuring the company’s marketing efforts are aligned with customer needs and preferences.

What industries can benefit from Fractional CMO services?

Fractional CMO services can benefit a wide range of industries, including home services, technology, healthcare, manufacturing, and more. Any company looking to rapidly scale their marketing efforts and drive growth can benefit from the expertise of a Fractional CMO.

How do I know if my company needs a Fractional CMO?

Your company may need a Fractional CMO if you are looking to quickly scale your marketing efforts, need strategic marketing leadership, want to implement multi-channel marketing strategies, and are facing constraints or do not need to hire a full-time CMO. Take our 5 minute quiz to find out if a Fractional CMO makes sense for your business.

Ready to transform your marketing strategy and achieve rapid growth? Contact us using the form below!

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About &Marketing:

&Marketing provides the robust outsourced marketing department growing companies need without the high overhead costs of big agencies or full-time employees. Our variable model empowers businesses to reach their growth goals through access to the guidance and expertise of senior level strategists and a flexible execution team.

How AI is Disrupting SEO and Digital Advertising

How AI is Disrupting SEO and Digital Advertising

How AI is Disrupting SEO and Digital Advertising

How AI is Disrupting SEO and Digital Advertising

As digital marketers, we’re immersed in an area where artificial intelligence (AI) is the driving force behind digital advertising innovation. With its astonishing pace of growth, AI continues to revolutionize how brands engage with consumers, predict trends, and optimize campaigns.

While some may worry about AI ‘taking over the world,’ ignoring its existence and sticking with the old routines will leave companies in the dust. The marketing industry continues to evolve its approaches to incorporating AI and SEO, especially since the tool has shown a remarkable ability to enhance efficiency and performance.

How is AI used in SEO?

Imagine having a tireless assistant who can analyze mountains of data, identify keyword trends, and suggest content improvements — that’s the magic of AI in SEO. Here’s how this tech is transforming the SEO game.

  • Keyword research on steroids. Gone are the days of pouring over endless keyword lists. AI tools can analyze search trends, identify long-tail keywords (more specific, niche keywords), and even predict user intent, ensuring your content targets the right audience with the right information.
  • Laser-focused content optimization. AI analyzes existing high-performing content to understand what resonates with users. It can then suggest improvements to your content, like optimizing titles, headings, and meta descriptions for better search engine visibility.
  • Uncovering content gaps. AI crawls your website and identifies topics your competitors are ranking for — but you’re not — helping you fill content gaps and reach a wider audience.
  • Predictive analytics for smarter strategies. AI can analyze user behavior data and predict how your content will perform, allowing you to tailor your content strategy and optimize for future search engine algorithms.

Will AI take over SEO?

Not quite. While AI excels at automation and data analysis, SEO will always rely heavily on creativity and human expertise for:

  • Understanding user intent. AI can identify keywords, but it can’t fully grasp the nuances of user intent. You still need your human touch to craft content that resonates with audiences, conveys empathy and understanding about their pain points, and answers their specific questions.
  • Strategic content planning. Sure, AI can suggest topics — but you need to decide which topics align with your overall marketing goals and brand message. AI doesn’t live in your brain (thank goodness!), so it can’t make those intuitive leaps between two seemingly unconnected ideas. We humans, however, benefit from those “Aha!” moments that can lead to pretty amazing campaigns and content.
  • High-quality content creation. AI simply cannot replace the power of well-written, engaging content. Our human expertise in storytelling, humor, and unique brand voice remains irreplaceable.

There’s no need to feel threatened by AI. It’s a tool to augment your SEO efforts, not replace your strategic thinking and creativity.

Is AI-generated content SEO-friendly?

The short answer? Yes. But here’s the caveat: AI excels in creating factual, informative content. It can churn out well-structured articles jam-packed with relevant keywords — a great boon for marketing departments tasked with writing regular basic blog posts or product descriptions.

However (and it’s a big one!), AI sometimes confuses its facts (often called “hallucinations”, and it doesn’t always follow the brief. Think of it as a really smart kindergartener you’ve asked to do a job. You can send said kindergartener off to do her thing, knowing you’ll double-check when she finishes her chore. Or you can supervise more closely. Maybe you hold the bag of dog food open while she scoops out the kibble (and then show her where the dustpan and brush live after she’s spilled half the bag — and teach her how to use those cleaning tools).

AI’s like that, too. “Setting it loose” to do its thing unsupervised can lead to unintended (and negative) results. We’ve all seen the articles decrying the law firm that used AI to write briefs, citing the law cases it invented.

AI also simply can’t keep up with creative storytelling, humor, or in-depth analysis that resonates with readers. Relying solely on AI to generate content without human input and editing won’t consistently produce high-quality, SEO-friendly material.

Search engines like Google, Bing, and Yahoo constantly update their algorithms to detect and penalize low-quality or spammy content (including AI-generated content that lacks human oversight and editing). However, Google is simultaneously hard-launching (perhaps a little too soon) its own AI Overview in search results. Hopefully not too many folks put glue on their pizza or tried to eat rocks because AI suggested it.

Want a workaround? Use AI as an assistive tool, leveraging its research, ideation, and drafting capabilities. Employ it to create product descriptions or data-driven reports. Then, bring in human experts to review, edit, and refine the content to ensure quality, accuracy, and relevance.

How generative AI affects SEO

Generative AI (GenAI) can create entirely new content, such as text, audio, or images, and it significantly impacts SEO in several ways. First, if you’re struggling with topics, GenAI can help you brainstorm new content ideas based on the information you feed it about your target audience and industry trends. GenAI also shines by:

  • Generating faster content creation. Tools like ChatGPT, Claude, and DALL-E have the potential to pump out content at breakneck speed. While automating content creation tasks and producing more content in a shorter time sounds wonderful, it could also make it more challenging for human-created content to stand out and rank well as search engines grapple with filtering out the low-quality AI-generated material.
  • Going global and multimedia. GenAI speaks multiple languages and can create content in various formats, opening the doors for global content marketing and expansion into new frontiers in multimedia SEO. But remember, successful messaging needs quality and cultural relevance across languages and media types to resonate with your target audiences.
  • Enabling real-time personalization. Imagine content that morphs and adapts to each user’s unique interests and search queries — that’s one benefit of using GenAI. This tool could revolutionize our approaches to keyword targeting and content optimization.

A word to the wise: as GenAI tools become more user-friendly and ubiquitous, the risk of bad actors churning out low-quality, duplicate, or even malicious content increases. This probability will create a real headache for search engines trying to filter out the junk. We must stay vigilant and develop strategies to ensure our high-quality, human-edited content provides genuine value and cuts through the AI-generated clutter.

How is AI used in digital advertising?

Which of the following is an example of AI use in digital advertising?

  1. Dynamic ad creative optimization (DCO) based on user data.
  2. Automated bidding and ad placement in programmatic platforms.
  3. Chatbots programmed to answer questions and provide recommendations.

All of the above.

The correct answer is D! These strategies rely on AI technologies like machine learning (ML), natural language processing (NLP), and data analysis. AI can analyze mountains of user data, including demographics, interests, and online behavior, to inform hyper-targeted campaigns to reach the target audience most likely interested in a company’s product or service.

Bidding on ad placements is a complicated dance, but AI steps in as a strategic partner, analyzing campaign performance and user behavior in real time. Then, it automatically adjusts your bids for optimal performance and to maximize your ROI.

Want to personalize ad content based on a user’s browsing history, location, and time of day? AI can do that, too, to generate highly relevant, engaging ad experiences more likely to convert. Think of it as crafting ads that speak directly to each user’s needs (and wants), making them feel like you’re reading their mind (in a good way!).

AI improves chatbots’ ability to understand natural language, personalize recommendations with machine learning, maintain context in conversations, and analyze user sentiment. With AI, chatbots have more natural interactions, offer more appropriate suggestions, provide better customer service — and know when to escalate complex issues to a human agent.

AI won’t replace digital marketing

AI is revolutionizing digital marketing. It won’t steal your job as long as you’re willing to work with it rather than ignore it. The technology excels at number-crunching, task automation, and insight generation. The human touch remains irreplaceable in crafting strategy, building brands, and understanding human complexities. AI is also going to automate enough tasks that you can expect to be asked to embrace ways to drive efficiency.

Yes, digital marketing will keep getting smarter, and ongoing advancements in AI, particularly in NLP and sentiment analysis, will propel ad strategies beyond what we’ve seen so far. Stay future-proof by learning about emerging technologies and evolving ethical practices in AI. Position yourself to thrive in the digital marketing landscape by embracing the AI revolution. Want to chat with our team about where to lean into AI and where to get our help? Just reach out.

Contact &Marketing for a Free Consultation:

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