Planning & Budgeting

As the Director of Sales and Marketing for the past 7 years, I was responsible for creating long-term and short-term plans and managing the sales and marketing budgets. Examples are shown below.

2020 Marketing Plan

My planning process is simple: Annually I create a rough sketch of all the planned sales and marketing activities with rough timelines. We review that plan at our quarterly planning meeting and modify, if needed. Each employee has individual goals each quarter - the status of each of those is maintained in Asana and reported during our weekly team meeting. This is an example of the high-level annual plan document.

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Trade Show Budgeting

This is an example of the spreadsheet I use to track trade show costs and ROI. Generally, I review this quarterly to determine if any new revenue was generated and update the ROI calculation.

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