






Budget Clarity
Ensuring your marketing spend aligns with your financial year helps you plan strategically without overspending or underinvesting.
Performance Tracking
Syncing with the tax year allows you to review past performance, adjust strategies, and measure ROI effectively.
Strategic Decision-Making
Planning ahead helps you allocate resources to high-impact campaigns and seize seasonal opportunities.
1. Review Your Current Marketing Performance
Before planning ahead, take a step back and evaluate your past year’s marketing activities:
Use this data to make informed decisions moving forward.
2. Set Clear Marketing Goals
Define what success looks like for your business in the next financial year:
Having SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) ensures a focused and results-driven approach.
3. Allocate Your Marketing Budget Wisely
A well-planned budget prevents overspending and ensures you invest in the right channels. Consider:
Tip: Leave room for flexibility—unexpected opportunities or shifts in the market may require adjustments.
4. Align Your Marketing Calendar with Business Priorities
Plan your campaigns around key dates:
A well-structured calendar ensures consistent and strategic marketing efforts throughout the year.
5. Measure, Adjust, and Optimise
Marketing is an ongoing process—set up regular review points (e.g., quarterly or mid-year) to assess progress. Use analytics tools to track:
If something isn’t working, pivot and refine your approach rather than waiting until the next financial year to make changes.
Need Help with Your Marketing Plan?
If you’re unsure where to start, our FREE 90-Minute Marketing Planning Consultation will help you create a strategy that aligns with your financial year and business goals.