yearly-planner

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Original

English

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Translation

Chinese

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

/digital-marketing-pro:yearly-planner — 第8部分运营配套工具

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 — the canonical structure.

年度规划是增长计划的配套工具，提供一个12个月的运营日历，将战略与逐日执行的具体行动关联起来。如果说增长计划回答的是“我们将如何推动业务增长？”，那么年度规划回答的就是“我们每周、每月要做什么？”

规范文档： yearly-planner-template.md — 标准结构模板。

Pre-conditions

前置条件

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

Before producing, verify:

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

年度规划需在增长计划完成后制作，用于将增长计划中的战略决策转化为可执行的运营动作。

制作前需确认：

增长计划已完成，文件路径为
```
part-08-growth-plan/growth-plan.md
```
第7部分准备文档已就绪（活动架构、内容支柱、KPI树）
动态项目指导文件（Living Project Instruction File）为最新版本
品牌档案明确了业务运营地域（以便适配季节性场景）

Structure (8 sections)

结构（8个章节）

#	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

序号	章节	信息来源
1	年度主题	整合增长计划中四个季度的战略内容
2	月度日历	12个月度子章节；扩展增长计划第8部分内容
3	季节性战略	行业+文化/节日季节性（结合地域场景）
4	活动架构	按季度细化第7部分的活动架构
5	内容支柱日历	核心文档3.3的信息支柱 × 第7部分的内容支柱
6	渠道专属节奏	每个活跃渠道组对应一个子章节
7	资源与预算分配	季度预算分配 + 资源计划
8	季度回顾日程	QBR（季度业务回顾）日期 + 决策权限，参考reporting-cadence.md

Production process

制作流程

Step 1: Read sources

步骤1：查阅资料

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

增长计划（标准版本）
动态项目指导文件
第7部分准备文档
品牌档案（用于地域→季节性适配）
针对印度市场运营的品牌：india-market-context.md

Step 2: Build the Annual Themes

步骤2：制定年度主题

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

确定4个季度主题来统筹全年规划。每个主题为一句话，包含战略依据并契合整体定位。主题示例（仅为参考模式，需根据项目定制）：

Q1：基础搭建 + 初始需求获取
Q2：需求激活与生成
Q3：客户拓展 + 社群运营
Q4：节日旺季冲刺 + 奖项/媒体曝光

Step 3: Detail the Monthly Calendar

步骤3：细化月度日历

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

12个子章节，每个章节约1页内容。每个月需包含：

主题 — 一句话总结
核心举措 — 2-4项具体举措，明确负责人与截止日期
常态化运营动作 — 延续上月的固定动作（固定预算的付费广告、自然内容发布节奏、邮件营销、SEO内容产出）
关键日期 — 产品发布、行业活动、品牌相关节假日/节日、计划中的公关节点
内容日历概览 — 每周主题、覆盖的内容支柱、各渠道目标产出量
预算 — 各渠道月度固定支出、可变预算储备
KPI目标 — 核心KPI + 2-3项次要KPI

Step 4: Map Seasonal Strategy

步骤4：适配季节性战略

For India-operating brands, reference the seasonality table from 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.

针对印度市场运营的品牌，参考india-market-context.md中的季节性表格：

十胜节→排灯节（9-11月）：节日旺季
婚礼季（11-2月）
财年末（1-3月）——B2B预算支出期
返校季（4-6月）
雨季（6-9月）
板球/IPL赛季（3-5月）

针对其他市场，适配对应的季节性因素。全球B2B业务的通用季节性驱动因素包括财年末与重大行业活动。

Step 5: Map Campaign Architecture

步骤5：梳理活动架构

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

第7部分的活动架构文档定义了全年核心活动。年度规划需将每个活动纳入对应日历时段，并包含：

活动名称 + 主题
目标受众
核心渠道
时间节点（启动、峰值、收尾）
KPI
预期成果

Step 6: Map Content Pillars Calendar

步骤6：规划内容支柱日历

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)

核心文档3.3中的3-5个内容支柱需按全年排期：

每个支柱的年度产出目标（按格式划分数量）
季度分配（内容组合的变化趋势）
内容复用流程（长博客→社交帖子→视频→邮件）

Step 7: Map Channel-Specific Cadence

步骤7：制定渠道专属节奏

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)

针对每个活跃渠道组：

发布/发送节奏（例如：LinkedIn：每周4篇帖子；邮件：每周1次群发 + 生命周期触达；SEO：每月6篇文章）
年度产出目标
季度重点调整
资源需求（创意制作、文案撰写、设计、视频）

Step 8: Produce companion files

步骤8：生成配套文件

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/

年度规划需交付以下格式：

yearly-planner.md
（标准版本）
yearly-planner.pdf
（通过
```
pdf-generator.py
```
生成，用于客户分发）
yearly-planner.xlsx
（表格形式的日历，用于日常运营）

将所有文件保存至

engagements/{id}/part-08-growth-plan/

。

Quality discipline

质量规范

Every initiative has an owner. "Marketing team will do X" is not actionable.
Every quarter has measurable KPI targets. "Improve traffic" is not a target.
Always-on activity distinguished from initiatives. Always-on is the baseline; initiatives are time-bounded efforts on top.
Realistic capacity respected. Sequence prevents burnout.
Living document. Reviewed and adjusted at each Quarterly Business Review.
Aligns with Growth Plan. No contradictions between the two.

每项举措均明确负责人。“营销团队将执行X”不属于可落地的表述。
每个季度均设置可衡量的KPI目标。“提升流量”不属于有效目标。
区分常态化运营动作与专项举措。常态化是基础动作；专项举措是在基础之上的限时任务。
尊重实际产能。合理安排顺序避免团队 burnout。
动态更新文档。在每季度业务回顾时进行审核与调整。
与增长计划保持一致。两者之间不得存在矛盾。

After production

制作完成后

Save all formats to
```
part-08-growth-plan/
```

Mark Part 8 fully completed via

engagement-state.py mark-part-completed --part 8

Update LIF: Engagement phase = "Strategy approved; Channel Build (Part 9) ready to begin"
Brief: "Yearly Planner complete. Operational calendar covers 12 months with quarterly themes, monthly initiatives, and channel-specific cadence. Recommend reviewing with the client before kicking off Part 9 channel build. /digital-marketing-pro:engagement next to advance."

将所有格式文件保存至
```
part-08-growth-plan/
```

通过命令

engagement-state.py mark-part-completed --part 8

标记第8部分已完成

更新LIF（动态项目指导文件）：项目阶段 = “战略已获批；第9部分渠道搭建准备启动”
简报：“年度规划已完成。运营日历覆盖12个月，包含季度主题、月度举措及渠道专属节奏。建议在启动第9部分渠道搭建前与客户共同审核。/digital-marketing-pro:engagement next 推进项目。”

Examples

示例

Example 1: Standard Yearly Planner production

示例1：标准年度规划制作流程

User: Produce the Yearly Planner for Acme.

Skill response:
1. Verify Growth Plan exists ✓; Part 7 preparation docs available ✓
2. Read Growth Plan, Part 7 docs, brand profile (geography: India)
3. Apply India seasonality: Q3 includes Dussehra-Diwali surge planning; Q4 includes wedding season prep
4. Build 4 quarterly themes
5. Detail 12 monthly sections with initiatives, dates, budget, KPIs
6. Schedule 6 major campaigns across the year (Q1: launch; Q2: growth-acceleration; Q3: festive; Q4: awards-PR push)
7. Map content pillars: Pillar A 40%, B 25%, C 20%, D 15% of annual production
8. Generate markdown + PDF + XLSX
9. Mark Part 8 complete
10. Brief: "Yearly Planner complete. 12 months, 6 major campaigns, 48 content pieces planned, 4 quarterly review checkpoints. Festive season Q3 has 2x normal budget pacing per Diwali surge. /digital-marketing-pro:engagement next moves to Part 9."

User: Produce the Yearly Planner for Acme.

Skill response:
1. Verify Growth Plan exists ✓; Part 7 preparation docs available ✓
2. Read Growth Plan, Part 7 docs, brand profile (geography: India)
3. Apply India seasonality: Q3 includes Dussehra-Diwali surge planning; Q4 includes wedding season prep
4. Build 4 quarterly themes
5. Detail 12 monthly sections with initiatives, dates, budget, KPIs
6. Schedule 6 major campaigns across the year (Q1: launch; Q2: growth-acceleration; Q3: festive; Q4: awards-PR push)
7. Map content pillars: Pillar A 40%, B 25%, C 20%, D 15% of annual production
8. Generate markdown + PDF + XLSX
9. Mark Part 8 complete
10. Brief: "Yearly Planner complete. 12 months, 6 major campaigns, 48 content pieces planned, 4 quarterly review checkpoints. Festive season Q3 has 2x normal budget pacing per Diwali surge. /digital-marketing-pro:engagement next moves to Part 9."