September is the perfect time to rethink your annual plan. With three quarters of data behind you, it’s time to ask the tough questions: Are your goals still realistic? Has your positioning shifted? Are your tactics sustainable? In this episode of the Lean Marketing Institute Podcast, we explore how to approach annual planning through the lens of the Lean Marketing Framework™.

You’ll learn why the best plans aren’t just budgets, but flexible strategies that prioritize outcomes over channels. We’ll also cover how to account for disruptive forces like AI, how to break down a three-year vision into annual and quarterly priorities, and how to build a plan that adapts as you learn.