Business Year Planner

Why use this planner?

The Business Year Planner helps you keep marketing, sales, product, HR, and finance visible across the whole business year in one view.

  • Plan marketing, sales, product, HR, and finance in one clear year view
  • Make campaigns, releases, quarterly closes, and people topics visible as time spans
  • Spot cross-department overlaps early, before they become bottlenecks
  • Use Linear Year View, Vertical Year View, and Weekend View
  • Customize dates, colors, calendars, and events after adding it to AnnuCal

Key dates at a glance

Marketing

5 dates
Annual Marketing PlanJanuary
Spring CampaignMarch–April
Trade Fair SeasonMay
Autumn CampaignSeptember–October
Black Friday CampaignNovember

Sales

5 dates
Sales KickoffJanuary
Mid-Year Pipeline ReviewJune
Contract Renewal SeasonOctober–November
Q4 Year-End PushNovember–December
Sales Planning Next YearDecember

Product

5 dates
Roadmap PlanningJanuary
Release 1.0March
Beta ProgramMay–June
Major Release 2.0September
Feature FreezeNovember

HR

5 dates
Performance Reviews (H1)January–February
Spring Hiring RoundMarch–April
Team OffsiteJune
Performance Reviews (H2)September–October
Salary ReviewNovember

Finance

5 dates
Annual Budget Sign-offJanuary
Annual Financial StatementsFebruary–March
Tax FilingMay
Budget Planning Next YearOctober–November
Year-End CloseDecember

Frequently Asked Questions

Everything you need to know

The Business Year Planner is a ready made AnnuCal template that shows marketing, sales, product, HR, and finance as five calendars in one shared year view. After you add it to your account, you can adapt it to your own business year.

Yes. The Business Year Planner starts in January by default, but the year start is freely configurable in AnnuCal for example April or July for fiscal years that differ from the calendar year. The year view shifts accordingly, without re creating any events.

The Business Year Planner shows campaigns, releases, quarterly closes, and people topics as time spans side by side in one view. You can see early where departments overlap say, a release in the middle of trade fair season and plan before it becomes a bottleneck.

The Business Year Planner is for founders, managers, and teams who want to plan the whole business year across departments from startups to mid sized companies.

This template uses five calendars and is part of AnnuCal Pro. With a free account you can preview it; creating and customizing it requires a Pro plan current pricing is on the Pricing page.

Yes. After you add the template to your AnnuCal account, you can freely change its dates, colors, calendars, and events.

Start with the year.

Clarity comes from seeing the whole picture.