How to Innovate in Marketing (Collection), 2/e

75. Implementation Calendar and Budget

The Implementation Calendar and Budget is used to summarize tactical programs for a specific period of time (monthly, quarterly, or yearly). This is a good way to report sales and marketing programs by summarizing the projected costs, leads, qualified leads, and projected revenue for each tactical program, and a campaign as a whole. At the end of each quarter you will find this is an excellent tool to compare your projections against actual results.

The worksheet example presents an annual calendar and budget, presented monthly. You can customize this form to present quarters on each page or even just a single month, depending on the number of programs your business executes. Using this worksheet also allows ...