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@timberry
Lean Marketing Planning
For better marketing management
With Tim Berry
Webinar: January 31, 2018
@timberry
What’s Lean? Why Lean?
Section 1
@timberry
Lean Manufacturing
• 1950s
• Dr. W. Edwards Deming
• The Toyota Way
@timberry
PDCA
@timberry
Build – Measure – Learn
@timberry
Lean Planning
Section 2
@timberry
Route, GPS, and Real-Time Info
@timberry
Planning Process
@timberry
Easier, Faster, Way Better…
@timberry
Strategic Focus
@timberry
Strategic alignment
@timberry
Milestones, checklists?
@timberry
Budget Marketing Spend
@timberry
Marketing Accountability
@timberry
Why Planning = Management
Plan
@timberry
Why Planning = Management
Plan
Actual
@timberry
Why Planning = Management
Plan
Actual
Variance
@timberry
Let’s Just Do It!
Lean business planning
@timberry
Strategy is like sculpture
@timberry
Strategy is Focus
@timberry
Sample Strategy Bullets
@timberry
Strategic alignment
@timberry
Sample Tactics
@timberry
Milestones
@timberry
Sample Case: Metrics
@timberry
List of Assumptions
@timberry
Sample Sales Forecast
@timberry
Sample Email Sales Forecast
@timberry
Sample Web Sales Forecast
@timberry
Budget Spending
@timberry
Budget People Costs
@timberry
The value of
forecasts is the
management they
cause
@timberry
Link Planning to Results
@timberry
All business plans are wrong …
“The plan is
useless…
@timberry
… but vital
…but planning is
essential.”
@timberry
Like Dribbling
@timberry
Real Plans are Never Done
@timberry
Develop Outputs as Needed
Business Plan
The core. The
screenplay. The
plan. The
numbers.
Lean plan may
be enough
Executive summary
Key points for
selected
audience.
LivePlan Pitch
Page may be
enough
Slide deck
Different
medium
LivePlan exports
to PowerPoint
Elevator Speech
60 seconds (ish)
Problem,
solution, why
you, what you
want
@timberry
Scheduling
@timberry
Planning is Management
@timberry
Resources
• www.liveplan.com
• www.bplans.com
• timberry.bplans.com
• leanplan.com
• timberry.com
@timberry
End of Presentation
@timberry
Frameworks? Try IMO
@timberry
5. Planning not Accounting
@timberry
Four steps
Part 5
@timberry
Planning, not Accounting
@timberry
Planning = Get What You Want From Your Business
@timberry
Collaboration & Teamwork
@timberry
Business Plan Numbers
@timberry
Business
Plan
Numbers
@timberry
Plan vs.
actual
@timberry
Plan vs.
actual
@timberry
Plan vs.
actual
@timberry
Outlines
can vary
a lot

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Lean marketing planning