The Annual Planning Readiness Scorecard — free, and about five minutes. Built for marketing teams heading into 2027 planning.
Annual planning readiness

Will your marketing plan still be driving decisions in February?

You are the marketing leader who needs to make planning successful this year. The meeting is on the calendar and the deck is filling up. What matters is not whether the team agrees in the room. It is whether the plan still holds once everyone goes back to work.

The Readiness Scorecard is a five-minute, self-guided look at how well your planning is set up to produce decisions that survive the year. A candid, specific result.

Ten questions, about five minutes. A clear picture of where your planning is strong and where it will drift.

Planning carries more weight this year.

Last year's planning ritual was built for a more forgiving moment. This year the plan has to stand up as a business case, absorb new expectations of how the team works, and still give people a year they can actually run.

The plan has to stand up as a business case.

Marketing's priorities are judged on contribution, cost, risk, and the tradeoffs behind them. A strong internal story is no longer enough on its own.

AI is reshaping what the team is expected to do.

It changes what leadership will ask about and what the team feels pressure to adopt, often before the operating model is ready. It belongs in the plan as a deliberate choice.

The team needs a year it can run.

Planning has to produce direction people can act on, not a set of themes that dissolve the moment normal work resumes.

A decade of annual planning, up close

For more than ten years, typeA/planB has worked alongside senior marketing leaders through annual planning — sharpening the thinking they bring into the room, pressure-testing priorities, and turning ambition into a plan the team can carry. That is the work the Readiness Scorecard is built from.

“They understand how marketing actually works — the tradeoffs, the operating constraints, the measurement pressure — and they make the plan stronger before the room ever sees it.”

Jim Weber · former CMO, Comerica Bank

What the scorecard checks

The places annual plans usually weaken: how the meeting is aimed, how priorities get chosen, who owns what, and what happens to the plan once the room clears.

The decision spine

A named set of decisions the meeting must produce, or a list of topics to discuss.

Too many priorities

How much of last year has quietly carried into next year. If everything survived, nothing was really chosen.

The tradeoffs

Real choices about what gets funded, paused, or stopped. A plan that only collects ideas has not made any.

Clear ownership

Named owners and real decision rights: who decides, who is consulted, who escalates. Or initiatives no one holds.

The business-case logic

The contribution, cost, and risk logic that leadership and finance will expect the plan to defend.

The pre-work

Do people arrive ready to decide, or spend the meeting discovering questions they should have settled first?

Who this is for

Marketing leaders who take planning seriously and want the meeting to produce decisions.

You have a planning meeting coming up, and a team that is capable but stretched. You want the year to start from a clear point of view, not a budget carried over and adjusted at the margin.

You have watched planning meetings produce agreement that felt good in the room and faded by February. This year you want a plan that is still in use in June. That is the situation the scorecard is built for, and it is the work typeA/planB does with a small number of teams.

How it works

Fast, because planning season is already moving. Ten questions, and you know where you stand.

1

Answer ten questions

About five minutes, on the plan you are actively working on.

2

Get your readiness result

Your tier and your score on each area the scorecard checks: where your planning is set up to hold, and where it is most likely to come apart.

3

See the specific gaps

The result names the areas worth closing before the meeting, and the one that is hardest to fix from inside.

4

Talk it through, if it helps

If the timing works, we can look at your actual plan or discuss a readiness sprint.

Closing the gaps before the room

This planning season, typeA/planB is running the Annual Planning Readiness Sprint with a small number of teams. It prepares the marketing leader in the weeks beforehand, so the planning meeting produces decisions that hold.

Why an outside perspective

Most of this a strong team could do alone. One part is genuinely hard to do from the inside: forcing the tradeoff that means telling a peer their initiative waits. The person who has to force it also has to live with everyone afterward, so it rarely happens on its own. That is where a senior, outside perspective earns its place.

On timing

The sprint is counted back from your planning meeting. It runs in the weeks before, with time to spare.

We have done this work for years inside larger engagements. This is the first season we are offering it as a defined sprint, so we are staying close to each team we take on.

The sprint clarifies

  • What next year requires from Marketing.
  • The decisions the planning meeting must produce.
  • The tradeoffs that need to be forced.
  • The stakeholder conversations that need to happen before the room.
  • The pre-work the team should arrive with.

The output shapes

  • The planning session design.
  • The decision and ownership model, with real decision rights.
  • The plan the leader carries up, ready to defend to leadership and finance.
  • The guardrails that move the room toward decisions.

Why the weeks before the meeting matter

Right up to the meeting, direction and budget are both still movable. After it, changing either costs credibility rather than a conversation. That makes these few weeks the cheapest place in the year to get the plan right, and the readiness sprint is a small, bounded step taken at the moment it still counts.

typeA/planB

Senior marketing advisory for complex, cross-functional teams

Ready the Room is from typeA/planB. We are systems thinkers with more than twenty years in marketing, helping teams work through messy, cross-functional problems where strategy, operations, and organizational trust meet.

Annual planning concentrates all of it into one high-stakes moment. That is why we built Ready the Room.

The readiness scorecard

Would your team say this year’s plan is set up to decide, or set up to agree?

If that distinction is still unclear, ten questions will tell you which one you are set up for.

Free, and about five minutes. Your result appears the moment you finish, with an easy option for us to take a closer look.