Planning Done Right: The 6-Step Framework for Plans That Actually Work

Wednesday, October 14 | 4:15 PM ET | 1:15 PM PT
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Hosted by:

Revgenius
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Goldcast
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GTM teams build plans on assumptions nobody has pressure-tested, and the gaps show up later as missed capacity, headcount, quota, and pipeline. By then the plan is the problem.

Stephanie Martin walks through a six-step framework for building revenue plans that hold up: performance baselines, top-down inputs, bottom-up models, scenario simulations, the final plan, and ongoing tracking.

We'll cover:

  • How to pressure-test targets and assumptions before they're locked in
  • How to spot capacity, headcount, and pipeline gaps before they get expensive
  • How to run scenario simulations against your plan
  • How to turn planning from a once-a-year exercise into an ongoing practice

You'll leave able to build a plan your team can execute with confidence, and adjust it as the year moves.

Stephanie Martin

Head of RevOps, Lative

Join 50k forward- thinking Revenue Creators