Planning Guides

Planning and budgeting for a new fiscal year can feel overwhelming. Where should you invest, where should you pull back, and when should you stay the course? Explore our blog posts for data-backed insights across business functions.

Insights

Blog

B2B CMOs Must Form A Rebel Alliance To Bull’s-Eye Their 2023 Target

Barbie Mattie February 1, 2023
Joining forces with other key stakeholders will enable marketing leaders to triumph amid vast uncertainty.
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How CISOs Can Navigate The 2023 Downturn

Jess Burn January 30, 2023
CISOs must use this period of austerity to reinforce security as a core competency that drives growth and protects revenue.
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Smart Tech Executives Will Position Their Company For The Coming Rebound

Christopher Gilchrist January 26, 2023
In 2023, technology executives should optimize their budgets with customer and employee experience as the North Star. Here’s a peek at three actions we recommend in our new report, “Navigating The 2023 Downturn: Technology Executive" to help tech executives can position their companies for market leadership when the rebound comes.
Blog

B2B CMOs: Top Five Questions About Forrester’s 2023 Planning Guide

Barbie Mattie January 4, 2023
What share of marketing budget should go toward technology? How can marketing leaders spend money to make money? Here, we answer some of the questions we've been hearing since we published our planning guide for B2B marketing executives.
Blog

B2B Marketing Leader 2023 Planning Panel Discussion Q&A

Simon Daniels November 4, 2022
Having run out of time to answer all the questions received on the recent Forrester LinkedIn Live B2B Marketing Leaders 2023 Planning Panel Discussion, here's a quick recap of the session and some follow-up Q&A.
Blog

Product Management Spending Recommendations, 2023

Lisa Singer September 9, 2022
Learn where to expand investment, where to hold back, and where to get creative with your product management strategy in 2023.
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For European Leaders, 2023 Planning Requires Discipline And Precision

Laura Koetzle September 6, 2022
As war, inflation, and fuel shortage fears cloud the near-term picture for businesses, being shrewd with investments and initiatives will be key.
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Four Key Investment Areas For Sales Operations Leaders In 2023

Steve Silver September 1, 2022
Sales operations planning will have to account for economic turbulence, but will find big opportunities in smart tech deployment.
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Three Key Areas For Sales Enablement To Focus On In 2023

Peter Ostrow September 1, 2022
Competencies, culture, and compensation — find out where you should invest your sales enablement budget in the year ahead. Read highlights from our new report, Planning Guide 2023: Sales Enablement.
Blog

B2B Sales Leaders: Balance Strategic And Tactical Investments In 2023

Mike Pregler September 1, 2022
Experience from past economic slumps indicates that B2B sales leaders’ budget plans must balance essential strategic investments with “quick win” tactical investments.
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Portfolio Marketing Must Act As A Compass Through Shifting Seas In 2023

John Buten August 30, 2022
By investing in audience-centric practices, portfolio marketers can help their organizations be more efficient and effective, despite economic uncertainty.
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In 2023, Demand And ABM Leaders Must Stay Focused On Long-Term Success

Steven Casey August 30, 2022
Despite an economic downturn, demand and ABM leaders should resist blanket cuts and instead, prioritize thoughtfully.
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Three Data-Driven Trends That Will Shape B2B CMOs’ 2023 Planning

Barbie Mattie August 30, 2022
To thrive in a turbulent year, B2B marketing leaders will need to spend strategically. Taking cues from fast-growing companies can help.
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For Marketing Operations Leaders, 2023 Brings Opportunity Amid Uncertainty

Fernando Pena August 30, 2022
Data-driven, actionable insights will be critical for weathering economic turbulence. Providing these insights ranks high among marketing operations teams’ priorities in the year ahead.
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B2C Marketing Executives: Focus Your 2023 Marketing Plans On High-Value, Customer-First Strategies

Tina Moffett August 25, 2022
Read a few of our key takeaways on where to invest, where to cut, and where to experiment to create a smart B2C marketing budget in 2023.
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CX Leaders Are Overly Optimistic About Their 2023 Budgets

Rick Parrish August 25, 2022
In this challenging economic climate, CX leaders must invest to maximize the ROI of their CX programs. Those who don’t will find their budgets slashed — especially if economic troubles persist.
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The Keys To 2023 Planning? Discipline And Precision

Sharyn Leaver August 23, 2022
Volatility will complicate planning for the coming year, but an intentional approach to investments and cuts will help businesses succeed.
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Steadfast Technology Decisions Will Deliver Business Value In 2023

Christopher Gilchrist August 23, 2022
CIOs must approach their 2023 planning and budgeting period with a growth mindset. Get three takeaways from Forrester's 2023 planning guide for technology executives.
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Budget Pressure Forces Tech Leaders To Face The Legacy Of Technical Debt

Chris Gardner August 23, 2022
Increase, decrease, or experiment? Get tips on assessing your 2023 technology spending plans.
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Digital Businesses: Make Strategic Investments In 2023 To Survive Economic Turbulence

Ian Jacobs August 23, 2022
To succeed with digital business in 2023, invest and innovate judiciously by doubling down on customers’ pressing needs.
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