48 - Presenting your 2024 plan to the board
B2B SaaS Marketing Snacks · 2023-12-06 · 26 min
Episode notes
Our best practices for presenting your marketing plan to the board of directors as companies are in the thick of 2024 planning. General guidelines: First, there are general guidelines you should always keep in mind when presenting your plan to the board: Come prepared - Don’t present plans that aren’t pressure tested. If you ask for money, be ready to answer questions about the specifics—results, how you’ll get there, data behind your hypotheses. Lead with the red - You’re not expected to be perfect at your job, but you do need to show that you’re the perfect person for your job. There will always be things that don’t go according to plan—you need to differentiate between what's relevant and irrelevant. Leading with things that can be done better can give you credibility. Don’t hide things that aren't working right now. Come with solutions - Prioritize and propose solutions for the things that didn’t go well. There are many ways to add revenue to the bottom line without creating new leads or MQLs. Think about other levers you can pull to impact revenue— here are 50+ examples to consider .