A Strategic Planner’s Guide to Marketing in 2025: Tools, Templates & Tips
As part of our Lemon Drop Campaign, we created the TGL Marketing Persona Quiz to help you figure out how you approach your comms work—and what you might need most to succeed right now and in the long run. (Haven’t taken the quiz yet? There’s no better time than the present!)
Each month, we’re digging deeper into these personas, offering more insight into your strengths and highlighting the tools we’ve carefully curated to help you succeed. Today, it’s all about our Strategic Planners.
If you’re the kind of person who sketches out a timeline before the kickoff call, secretly loves quarterly planning, or keeps a folder of campaign recaps, just because, you’re in good company.
Who You Are
You’ve got a plan. (And a backup plan. And maybe even a backup for your backup.) A Strategic Planner brings the big-picture energy to comms work. You’re always thinking a few steps ahead, and it shows.
You don’t just post and hope. You track trends, study results, map goals to tactics, and make sure every caption ladders up to something meaningful. Your brain thrives on strategy, structure, and seeing how it all connects.
But being the planner often means playing the long game while the rest of your team is busy reacting to the now. You’ve probably wished more than once for a mind-reading tool that could help everyone see the vision in your head. While we haven’t invented that (yet), we’ve pulled together some resources to help you get everyone else on the same page.
How You Work
You’re the person who keeps projects aligned, timelines realistic, and the team focused on what really matters. You ask smart questions. You set clear goals. And you never lose sight of the big picture, even when the day-to-day gets messy.
You love a planning doc. (Possibly more than one.) You’ve probably color-coded your content calendar and given every campaign a tidy folder structure. You’re not rigid, you just understand that strategy isn’t about control, it’s about clarity.
When the unexpected happens, you’re not rattled. You simply open the right tab, pull up your notes, and say, “Here’s what we do next.”
Your Personalized Toolkit
We pulled together a curated set of resources just for you: tools that help you zoom out, map clearly, and make strategy second nature.
This one-stop-shop helps you prioritize and structure your big ideas without feeling overwhelmed. Our Content Planning Worksheet ensures that you map out platforms, define your unique niche, and build a strategy aligned with your goals.
Whether you're planning social posts, blogs, or newsletters, this worksheet keeps you organized, focused, and confident in executing your ideas.
Keeping your content plans organized across multiple channels can feel like a full-time job. This calendar is your new BFF, turning inspiration into intention and keeping everything in one place. It helps streamline your social media workflow by allowing you to plan, track, and review content efficiently.
With approval statuses, feedback tools, and a tab for Awareness Days and Content Ideas, you’ll always have timely and engaging posts ready to go.
When a crisis hits, you need a plan—no scrambling allowed. This checklist ensures you stay calm, prepared, and professional in any situation.
With a step-by-step guide, our Crisis Checklist & Plan helps you respond quickly, maintain transparency, and communicate effectively to protect your brand’s reputation.
Ready to level up?
We pulled everything together in one place—head to our Free Resource Page, a great addition to your bookmark bar. Share it with your team, and return whenever you need a quick boost.
If this blog has you nodding along, send it to a fellow strategy-lover. And if you’re hoping to bring a little more structure to your team’s approach? Subscribe to our newsletter. We’ll send you thoughtful updates, new tools, and the kind of content you’ll actually want to add to your quarterly comms review.