/yearly-planner

name: yearly-planner
description: "Produce the Part 8 yearly planner: quarterly themes and monthly initiatives. \"plan the whole year month by month\""
user-invocable: true
allowed-tools: Read Write Edit Glob Grep
engagement-part: "8"
view-preference: v2-primary

/digital-marketing-pro:yearly-planner — Part 8 Operational Companion

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The Yearly Planner complements the Growth Plan with a 12-month operational calendar that ties strategy to date-by-date execution. If the Growth Plan answers *"How will we grow this business?"*, the Yearly Planner answers *"What will we do, week by week, month by month?"*

**Specification:** [yearly-planner-template.md](../context-engine/yearly-planner-template.md) — the canonical structure.

Pre-conditions

The Yearly Planner is produced **after** the Growth Plan. It operationalises the Growth Plan's strategic decisions.

Before producing, verify:

1. **Growth Plan completed** at `part-08-growth-plan/growth-plan.md` 2. **Part 7 preparation documents available** (campaign architecture, content pillars, KPI tree) 3. **Living Project Instruction File current** 4. **Brand profile** specifies geographic operations (so seasonal context can be applied)

Structure (8 sections)

| # | Section | Source | |---|---------|--------| | 1 | Annual Themes | Synthesis of Growth Plan strategy across 4 quarters | | 2 | Monthly Calendar | 12 monthly sub-sections; Growth Plan Section 8 expanded | | 3 | Seasonal Strategy | Industry + cultural / festival seasonality (regional context) | | 4 | Campaign Architecture | Part 7 campaign architecture detailed by quarter | | 5 | Content Pillars Calendar | Core Doc 3.3 messaging pillars × Part 7 content pillars | | 6 | Channel-Specific Cadence | One sub-section per active channel family | | 7 | Resource & Budget Pacing | Quarterly budget pacing + resource plan | | 8 | Quarterly Review Schedule | QBR dates + decision authority per [reporting-cadence.md](../context-engine/reporting-cadence.md) |

Production process

Step 1: Read sources

• Growth Plan (canonical version)
• Living Project Instruction File
• Part 7 preparation documents
• Brand profile (for geography → seasonality)
• For India-operating brands: [india-market-context.md](../context-engine/india-market-context.md)

Step 2: Build the Annual Themes

Identify 4 quarterly themes that organise the year. Each theme is one sentence with strategic rationale and ladders into the overall positioning. Themes might be (this is one example pattern, customise per engagement):

• Q1: Foundation + initial demand capture
• Q2: Demand generation activation
• Q3: Account expansion + community
• Q4: Festive surge + awards / press push

Step 3: Detail the Monthly Calendar

12 sub-sections, ~1 page each. For each month:

• **Theme** — one sentence summary
• **Major initiatives** — 2-4 specific initiatives with owner and deadline
• **Always-on activity** — what continues from the prior month (paid ads at fixed budget, organic posting cadence, email programme, SEO content production)
• **Key dates** — product launches, industry events, holidays / festivals relevant to the brand, planned PR moments
• **Content calendar overview** — themes per week, content pillars covered, target volume per channel
• **Budget** — monthly fixed spend by channel, variable budget reserve
• **KPI targets** — primary + 2-3 secondary KPIs for the month

Step 4: Map Seasonal Strategy

For India-operating brands, reference the seasonality table from [india-market-context.md](../context-engine/india-market-context.md):

• Dussehra → Diwali (Sept-Nov) festive peak
• Wedding season (Nov-Feb)
• End of financial year (Jan-Mar) — B2B budget spend
• Back-to-school (Apr-Jun)
• Monsoon (Jun-Sep)
• Cricket / IPL season (Mar-May)

For other markets, apply equivalent seasonality. For B2B globally, fiscal year-end and major industry events are universal seasonality drivers.

Step 5: Map Campaign Architecture

The Part 7 campaign architecture document defines the year's major campaigns. The Yearly Planner places each campaign in its calendar slot with:

• Campaign name + theme
• Target persona
• Primary channels
• Timing (start, peak, wind-down)
• KPIs
• Expected outcome

Step 6: Map Content Pillars Calendar

The 3-5 content pillars from Core Doc 3.3 are scheduled across the year:

• Per-pillar production target for the year (volume per format)
• Quarterly distribution (how content mix shifts)
• Repurposing flow (long-form blog → social posts → video → email)

Step 7: Map Channel-Specific Cadence

For each active channel family:

• Posting / sending / publishing cadence (e.g., LinkedIn: 4 posts/week; Email: 1 broadcast/week + lifecycle flows; SEO: 6 articles/month)
• Volume targets for the year
• Quarterly emphasis shifts
• Resource requirements (creative production, copywriting, design, video)

Step 8: Produce companion files

The Yearly Planner is delivered as:

• **`yearly-planner.md`** (canonical)
• **`yearly-planner.pdf`** (client distribution via `pdf-generator.py`)
• **`yearly-planner.xlsx`** (calendar in spreadsheet form for ongoing operational use)

Save all to `engagements/{id}/part-08-growth-plan/`.

Quality discipline

1. **Every initiative has an owner.** "Marketing team will do X" is not actionable. 2. **Every quarter has measurable KPI targets.** "Improve traffic" is not a target. 3. **Always-on activity distinguished from initiatives.** Always-on is the baseline; initiatives are time-bounded efforts on top. 4. **Realistic capacity respected.** Sequence prevents burnout. 5. **Living document.** Reviewed and