LEAD & NESTED PLANS
A Connected Marketing Calendar System for Full Enterprise Visibility
For large enterprises and complex operations where it seems impossible to get everyone on the same page we offer the industry’s only parent-child calendar structure for full tactical visibility.
If your organization is managing marketing efforts across sub brands, divisions, categories, regions, and/or locations you are most likely dealing with stacks upon stacks of spreadsheets and slide decks. Each meticulously designed to articulate marketing plans from the top down.
Beyond the time lost to formatting, updating, and distribution, this siloed view of data makes it incredible difficult to gain synergies and alignment across the organization. We’re offering a way to work smarter.
Lead & Nested Plans
With our Lead and Nested Plan structure enterprise organizations can set up connected marketing calendars in a parent-child relationship to:
Share enterprise wide plans and templates with multiple business units
View multiple business unit calendars side by side
Gain full visibility across the entire organization
Overarching initiatives, campaigns, promotions, and tactics in the Lead Plan are viewable in each Nested Plan
All initiatives, campaigns, promotions, and tactics in Nested Plans are viewable in the Lead Plan
Customize Your View
Get exactly the visibility that is needed by customizing your view. When in the Lead Plan any Nested Plan can be toggled on and off. When in a Nested Plan, you can toggle the Lead Plan on and off. Filters can be used to isolate tactics by channel or campaign across all the connected calendars you are viewing.
Pricing for our Lead and Nested Plan structure is based on the number of seats and Nested Plans. We also offer Concierge Services to assist you with set up and data migration. Contact us to get a proposal.
Our Lead & Nested Plan structure is built on top of the Annum integrated marketing planning calendar solution. Learn about how it works.
Our Lead & Nested Plan Structure Supports a Variety of Business Models
Gain Visibility Across Categories
Start by setting up a lead marcom plan that includes enterprise wide initiatives, campaigns and key dates. Then create a nested plan for each product category or business unit. Those teams can then build out their separate tactical plans under the overarching initiatives of the lead marcom plan.
Leadership can log into the lead marcom plan to view category plans side by side.
Provide Direction for Local Execution
Create a lead marketing calendar for the brand’s overarching marketing campaigns and promotions, include timing for in store execution, and local activations. Set up a nested plan for each region. Regional teams can then execute per the guidelines and enter their local activations.
Leadership can access the lead marketing calendar to see regional activities side by side.
FRANCHISE & DEALER NETWORKS
Deliver Timely Communication and Support
Build out a lead marketing calendar that includes brand level campaigns, as well as guidelines, templates, and best practices for localized promotions and activations. Set up a nested plan for each network partner so they can tap into these resources to develop their plans.
Leadership can view localized marketing plans across the network via the lead plan.
Integrate All Editorial & Marketing Calendars
Build out a lead calendar for the enterprise that includes your seasonal planning cadence and overarching initiatives. Set up a nested plan for each brand to house both their editorial and marketing plans. Identify opportunities within each brand and across brands for getting the most out of each content asset.
Leadership can view all editorial and marketing plans across the enterprise via the lead plan.