Template

The Forrester B2B Marketing Business Review Template

For Use During The Final Phase Of The B2B Marketing Planning Process

March 4th, 2022
Craig Moore, VP, Principal Analyst
Craig Moore VP, Principal Analyst
Marcia Trask, null
Marcia Trask
With contributors:
Aidan Doyle , Ellen Lind

Summary

The B2B Marketing Business Review Template is used in the govern and evolve plan phase of the Forrester B2B Marketing Planning Process. A marketing plan sets expectations for the marketing function’s activities and performance over a planning timeframe, usually a year. Business review meetings in which marketing shares progress insights against plan goals are likely to occur throughout the year. Marketers often struggle to provide succinct and consistent representations of the marketing effort’s progress and performance. This template helps marketers focus on key facts and performance measurements to streamline the presentation of this information.

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