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Planning: Goals, Project Plans, Prioritizations, Budgets and Schedules

Plans & Goal Setting Failing to plan is planning to fail.  Don't go down that road, document your plan and set SMART goals for you and your team to achieve.
Budgets & Finance Become your CFO's best friend by providing an organized budget complete with charts to show actual vs projected spend.
Prioritization Tools Use our prioritization tools to systematically rank each project and generate a 'bubble matrix' to visually communicate the results of your analysis.
Process Diagrams Visually lay out key processes such as new product development, lead acquisition and customer journey maps.
Project Plans Get funding approved and kick-start projects with a professional, well-organized project plan & charter.
Schedules Document project timelines, assign responsibilities and track status for important initiatives.

 

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      • My Projects
        • Go to Projects Dashboard
        • How Do Projects Work?
        • Pre-Built Smart Projects
          • Learn About Smart Projects
          • Agency Management
          • Business Blogging
          • CRM Program
          • Customer Engagement
          • Demand Generation
          • Event Marketing
          • Market Research
          • Marketing Plan
          • Mobile Marketing
          • Online Advertising
          • Online Community
          • Product Development
          • Product Marketing
          • Project Management (PMO)
          • Public Relations
          • Sales Enablement
          • Sales Training
          • SEO
          • Shopper Marketing
          • Social Media
          • Video Marketing
          • Webinar Program
          • Website Redesign
      • Topics
        • Browse by Topic or Content Type
        • Customer Engagement
          • Advocacy and Loyalty
          • Customer Retention
          • CRM
          • Gamification
          • Online Communities
          • Personalization
          • Voice of Customer
          • Customer Engagement
        • Demand Generation
          • Advertising
          • Content Marketing
          • Email Marketing
          • Event & Tradeshow Marketing
          • Inbound Marketing
          • Lead Generation
          • Marketing Automation
          • Marketing Operations
          • Webinar Programs
        • Digital Marketing
          • Content Marketing
          • Marketing Communication
          • Mobile Marketing
          • Public Relations
          • Social Media
          • Video
          • Websites & Blogs
        • Product Management
          • Competitive Analysis
          • Market Analysis
          • Market Research
          • Positioning
          • Pricing
          • Product Development
          • Product Marketing
          • Segmentation
        • Sales Enablement
          • Channel Partnerships
          • Enablement KM
          • Inside Sales
          • Sales Operations
          • Sales Playbooks
          • Sales Training
          • CRM
          • Marketing Automation
        • Marketing Strategy & Operations
          • Assessments
          • Big Data
          • Budgets & Finance
          • Dashboards
          • Frameworks
          • Marketing Analytics
          • Marketing Strategy
          • Maturity Models
          • Measurement
          • Plan & Goals
          • Marketing Operations
        • Staffing & Management
          • Agency Relations
          • Agile Marketing
          • Business Alignment
          • Job Descriptions
          • Policies
          • Project Management
          • Reporting
          • Training Courses
          • Training Workshops
      • Resources
        • 29+ Playbooks & Tool-Kits
          • Agency Management
          • Agile Marketing
          • Blogging for Business
          • Content Marketing
          • Crisis Communications
          • CRM Program
          • Customer Engagement
          • Demand Generation
          • Event Marketing & Trade Shows
          • Lead Generation
          • Market Research
          • Marketing Communications
          • Marketing Strategy
          • Mobile Marketing
          • Online Advertising
          • Online Community
          • Product Development
          • Product Marketing
          • Project Management (PMO)
          • Public Relations
          • Sales Enablement
          • Sales Training
          • SEO & SEM
          • Shopper Marketing
          • Social Media Marketing
          • Video Marketing
          • Webinar Program
          • Website Redesign
        • 700+ Tools & Templates
          • Most Popular
          • Assessments
          • Business Cases
          • Calculators
          • Calendars
          • Checklists
          • Competitive Analysis
          • Job Descriptions
          • Dashboards
          • Prioritization Tools
          • Process Diagrams
          • RFP Templates
          • ROI Calculators
          • Skills Assessments
          • Process Diagrams
          • Project Plans & Charters
          • Strategy Scorecards
          • Vendor Matrixes
          • Vendor Evaluations
        • 24+ Training Courses
          • DM University Login
          • About DM University
          • Browse Training Courses
        • 250+ Reports & Guides
          • All Free Resources
          • Frameworks
          • Playbooks & Tool-Kits
          • Benchmark Reports
          • Marketing Tech Reports
          • Best Practices Guides
          • How-To Guides
          • Maturity Models
          • Video Infographics
          • Marketing Assessment
        • 100+ Webinars
          • [FEB 12] State of Email Engagement
          • [FEB 27] AI in B2B Marketing
          • [On Demand] Marketing and Data Privacy
          • [On Demand] Sales Enablement Technology
          • Browse all On-Demand Webinars
        • Browse all 1,000+ Resources
      • How it Works
        • How To Use My Projects
          • Add Users
          • Create a New Project
          • Create a New Task
          • Assign & Edit Tasks
          • Mass Edit Tasks
          • Duplicate a Task
          • Delete or Archive Projects
          • View Tasks on Kanban Board
          • View Tasks on a Calendar
          • Build Reports with Filters
          • Add Tags for Reporting
          • Launch a Smart Project
          • Integrate Outlook/Gmail
          • Export to Excel (CSV)
          • Configure Your Settings
        • Job Roles We Support
          • Marketers
          • Consultants & Agencies
          • Product Managers
          • Marketing Tech Vendors
        • Search 1,000+ Resources
        • "Agile" Task Management
        • Marketing Calendar Software
        • DM University Training
        • Plans & Pricing
        • What is Demand Metric?
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