Planning Guides 2023

Mixed economic signals and fluctuating markets worldwide are complicating this planning season. Where should you make bold investments, where should you cut back, and where might you have room to experiment?

To help affirm your budgeting and decision-making in this time of uncertainty, Forrester’s research team has developed a new planning guide and other resources that provide data-driven, research-backed insights and detailed guidance across business functions.

Slower spending mixed with turbulent employment trends will make 2023 planning and budgeting difficult to navigate. Watch this video to hear Forrester Chief Research Officer Sharyn Leaver describe how our new planning guide and related materials will help your organization make the right decisions heading into 2023.


The Keys To 2023 Planning? Discipline And Precision

Volatility will complicate planning for the coming year, but an intentional approach to investments and cuts will help businesses succeed.



Steadfast Technology Decisions Will Deliver Business Value In 2023

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.

New Security & Risk Planning Guide Helps CISOs Set 2023 Priorities

Which security technologies should be getting the investment in 2023, and which ones should you be scaling back on? Find out in Forrester’s Planning Guide 2023: Security & Risk.

Budget Pressure Forces Tech Leaders To Face The Legacy Of Technical Debt

Increase, decrease, or experiment? Get tips on assessing your 2023 technology spending plans.

CX, B2C Marketing, & Digital


CX Leaders Are Overly Optimistic About Their 2023 Budgets

Forrester contends that CX leaders are overly optimistic about their budget prospects. Learn where to trim your CX budget in 2023 and key areas to increase investment dollars.

B2C Marketing Executives: Focus Your 2023 Marketing Plans On High-Value, Customer-First Strategies

Read Forrester’s advice on where to invest, where to cut, and where to experiment to create a smart B2C marketing budget in 2023.

Digital Businesses: Make Strategic Investments In 2023 To Survive Economic Turbulence

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

B2B Marketing


Three Data-Driven Trends That Will Shape B2B CMOs’ 2023 Planning

To thrive in a turbulent year, B2B marketing leaders will need to spend strategically. Taking cues from fast-growing companies can help.

For Marketing Operations Leaders, 2023 Brings Opportunity Amid Uncertainty

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.

In 2023, Demand And ABM Leaders Must Stay Focused On Long-Term Success

Despite an economic downturn, demand and ABM leaders should resist blanket cuts and instead, prioritize thoughtfully.

Portfolio Marketing Must Act As A Compass Through Shifting Seas In 2023

By investing in audience-centric practices, portfolio marketers can help their organizations be more efficient and effective, despite economic uncertainty.

Sales & Product


Product Management Spending Recommendations, 2023

Learn where to expand investment, where to hold back, and where to get creative with your product management strategy in 2023.

B2B Sales Leaders: Balance Strategic And Tactical Investments In 2023

Experience from past economic slumps indicates that B2B sales leaders’ budget plans must balance essential strategic investments with “quick win” tactical investments.

Planning Guide 2023: Sales Operations

Sales operations planning in 2023 will have to account for economic turbulence, but will find big opportunities in smart tech deployment.

Three Key Areas For Sales Enablement To Focus On In 2023

Competencies, culture, and compensation — find out where you should invest your sales enablement budget in the year ahead with our new report, Planning Guide 2023: Sales Enablement.

Not a client? Let us know how we can help with 2023 planning and beyond.

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