Free kit · 6 pages
The 2027 board-ready marketing plan kit: the one-page plan, the six-week schedule and every template, checklist and tool in one place
Get the free kit ↓The 2027 board-ready marketing plan kit packages the PlanConversion planning assets a CMO needs between the first budget draft and board approval: a one-page plan summary to fill in, a six-week schedule, a sign-off sheet for the CFO and CRO, and the order in which to use the approval checklist, the board presentation structure, the two mistakes guides, the reallocation rulebook and the channel planner and scenario simulator. Each component is free on its own; the kit puts them in sequence.
- A one-page 2027 plan summary to fill in
- The six-week schedule from first draft to board approval
- Every kit component in order, with what it answers
- The board pack contents, slide by slide
Written by the PlanConversion Strategy Team, from programs run for ABB, KNIME and Nakisa. For CMOs and VPs of marketing taking a 2027 plan and budget to the CFO and the board.
What’s inside
Everything in the kit
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
The six-week schedule from first draft to board approval
Every kit component in order, with what it answers
The board pack contents, slide by slide
A sign-off sheet for the CMO, CFO and CRO
Sourced 2026 context for the cover note
Free preview
How the kit works
- Step 1: fill in the one-page plan summary from the channel planner and the scenario simulator, so every number on the page has a source.
- Step 2: run the approval checklist and the two mistakes guides against the summary, fix the gaps, then build the board pack and get the sign-off sheet signed before the pre-read goes out.
In this kit
Every component, free on its own page
The kit puts these in order and adds the one-page plan summary, the schedule and the sign-off sheet.
- 01 · Free tool: pipeline by channel, with lag
- 02 · Free tool: cut, flat and grow, in your cut order
- 03 · Free tool: the pipeline the target needs
- 04 · Article: 30 checks before finance sees the plan
- 05 · Template with PDF: one-page board summary and quarterly plan
- 06 · Mistakes guide with PDF
- 07 · Mistakes guide with PDF
- 08 · Article: the ten-slide structure
- 09 · Template with PDF
- 10 · Template with PDF
The full kit
The 2027 board-ready marketing plan kit
The full kit is locked
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Unlock the kitRelated service
B2B demand generation
ABM, paid media, RevOps and CRO run by one senior team against a pipeline target sales and finance agree with.
Free tools
Put numbers on it
Questions
About this kit
What is in the 2027 board-ready marketing plan kit?
A one-page plan summary, a six-week schedule, the board pack contents, a sign-off sheet, and the order in which to use the channel planner, scenario simulator, pipeline gap calculator, approval checklist, 2027 marketing plan template, two mistakes guides, board presentation structure, reallocation rulebook and quarterly board report template.
Can I get the components separately?
Yes. Every component is free on its own page. The kit adds the one-page summary, the schedule and the sign-off sheet, and puts everything in sequence.
Is there a PDF version?
Yes. When you open the kit here, we email you the PDF with a link back to the online version and to each component.
Who is the kit for?
CMOs and VPs of marketing at mid-market and enterprise B2B companies taking a 2027 plan and budget to a CFO and board.
What else should I read?
The 2027 B2B marketing planning hub at planconversion.com/b2b-marketing-planning-2027 lists every step of the plan.
Part of the 2027 B2B marketing planning hub: every step from the revenue target to a board-approved plan, with the calculators and guides for each.
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