Move around the Marketing Plan

The Marketing Plan is the hub for the week: the current move, the full task list, what changed in the numbers, and what waits on you all live on one page. Operators who only read the hero miss the rest. Decisions sit pending while the plan waits on them, finished tasks go without results, and a shift in the numbers goes unread until it is expensive. Moving through each section keeps Execute tied to Measure, so the week ends with nothing silently stalled.

Any time you sit down to work the plan: Monday planning, a midweek check-in, end-of-week review.

• You have a Marketing Plan, active or in draft. If not, build one first (see Build the Right Plan).
• You know which question you are answering today: what to do now ("This Week", or "Now" on goal-driven plans), what is on your plate ("Tasks"), what moved in the numbers ("What changed"), what needs your call ("Decisions"), or which finished tasks need a result ("Results needed").
• You have a realistic sense of this week's capacity (hours and people), so you can read the task list against it.

1. 1Open the Marketing Plan and use the section nav: "This Week" (the current move; "Now" on goal-driven plans), "Tasks" (the full list), "What changed" (movement in the numbers), and, when they have items, "Decisions" (the Decision Inbox) and "Results needed" (completed tasks waiting for a result).
2. 2On "This Week", confirm the current move still holds before starting work. If the numbers shifted, "What changed" may point to a different priority.
3. 3On "Tasks", scan the full list against your real weekly capacity. A good plan doesn't turn every observation into a task; if yours is overloaded, skip or defer honestly rather than failing everything.
4. 4Use "Save as PDF" when you need a shareable or printable copy for a teammate, a client, or your own records.
5. 5Reorder with the arrows on a task card, skip on the task itself, and add your own work with "Add task". Use "Edit plan" only for rework: it builds a new plan (the button shows its credit cost), archives the current one, carries open custom tasks forward, and delivers the new plan as a draft that "Use this plan" activates. See Edit, reorder, skip, or discard a plan responsibly.

Three sections always on the page, plus Decisions and Results needed when something is waiting on you, each answering a different question. The plan page never invents a grade or a composite score. It shows moves, tasks, evidence, and decisions.