Your situation

We are preparing next year's plan and budget.

The budget round is coming. You need a plan you can defend: what to fund, in what order, and why.

Run the free Quick Assessment What the method looks at first ↓

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What the method looks at first

The method starts from what you really spend, not from a wish list.

  1. What you spend today, and what is already running

    Before anything else: your yearly marketing budget as it is in the books, the work already in flight (with its owner, cost and end date), and the people in the team. Work that continues unchanged stays a fixed line; the plan is built on the share you can really move.

  2. What to fix first

    Your revenue goal and one lever, then the 8 to 10 parts of your marketing that decide that goal. The ones that block it are fixed first, and for each gap the method finds why it exists: something to build, to rework or to strengthen.

  3. A plan sized to what you can afford

    At least one action per gap, and never more than the budget you can move can carry. The plan runs in three cycles. In the first, almost all of that budget fixes what is broken: 80% to fixing, 10% to aligning, 10% to growth. Then 20/60/20, then 10/30/60. The first cycle lasts as long as your deepest problem needs.

Then each cycle ends with a gate: you move on only when its conditions are met. The plan closes with your strategy on one page.
See it applied

Sage: a strong year, and the one weakness that decides what comes next. Posture: Stagnant Leader (A4).

Case written in June 2026, before the method's latest update, and not re-checked since.

Start with your own offer

The free Quick Assessment reads your situation in six answers and gives you the posture it calls for. Then 8 to 10 statements show which parts of your marketing hold back your goal, and in what order to fix them.

Run the free Quick Assessment How the method works

Another situation? Growth has stalledLaunching an offerEntering a new country or market