# Strategic Planning Software & Tools

> Strategic planning software to unite marketers around common goals and track progress in one place.

Source: https://asana.com/uses/marketing-strategic-planning

#### Drive accountability

Connect everyone’s work to goals, so it’s clear why their work matters.

#### Stay on track

Automatically update each goal’s progress without manual reporting.

#### Unblock quickly

Get data-backed AI recommendations to fix at-risk initiatives.

Unite around goals

- Clarify priorities by sharing marketing goals in one place. 
- Create portfolios to track the strategic initiatives that support each goal. 
- View and rebalance workloads in real time to hit targets and prevent burnout.

- [Goals](/features/goals-reporting/goals)

- [Portfolios](/features/goals-reporting/portfolios)

- [Workload](/features/resource-management/workload)

Track in real time

- Automatically update each goal’s progress based on the projects that support it.
- Create dashboards to monitor goals, or export data to Power BI or Tableau. 
- Link reporting data from Salesforce to see real-time updates about deals, leads, and more.

- [App integrations](/apps)

- [Projects](/features/project-management/projects)

- [Reporting dashboards](/features/goals-reporting/reporting-dashboards)

Course-correct with AI

- Use AI to craft comprehensive status updates in minutes, based on real-time data. 
- Unblock goals faster by asking Asana to identify risks, open questions, and next steps.

- [Smart updates](/product/ai)

- [Status updates](/features/project-management/status-updates)

#### Centralize your marketing plan

With hundreds of app integrations, you can connect planning conversations, data, and documents in one place.

- [Explore marketing and design apps](/apps?category=marketing-and-design)

#### Microsoft 365

Seamlessly deliver Asana notifications to your Microsoft Groups.

- [See integration](/apps/microsoft-office365-connector)

#### Google Workspace

Enable Google Workspace SAML SCIM for better control around user provisioning and deprovisioning.

- [See integration](/google-workspace )

#### Tableau

Unlock your team’s work data to make smarter business decisions.

- [See integration](/apps/tableau)

#### Power BI

Bring your team’s data to life.

- [Learn more](/apps/powerbi)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### Zoom

Make meetings actionable with tasks, action items, and searchable transcripts in Asana.

- [See integration](/apps/zoom)

#### Microsoft 365

Seamlessly deliver Asana notifications to your Microsoft Groups.

- [See integration](/apps/microsoft-office365-connector)

#### Google Workspace

Enable Google Workspace SAML SCIM for better control around user provisioning and deprovisioning.

- [See integration](/google-workspace )

#### Tableau

Unlock your team’s work data to make smarter business decisions.

- [See integration](/apps/tableau)

#### Power BI

Bring your team’s data to life.

- [Learn more](/apps/powerbi)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### Zoom

Make meetings actionable with tasks, action items, and searchable transcripts in Asana.

- [See integration](/apps/zoom)

#### Centralize your marketing plan

- [Explore marketing and design apps](/apps?category=marketing-and-design)

#### Strategic planning templates

#### Marketing strategy template

Check every box to develop a strong strategy, from goal-setting to final deliverables.

- [See template](/templates/marketing-strategy )

#### Team goals planning template

See all the steps you need to draft goals, gather input, and put your objectives to the test.

- [See template](/templates/team-goals-planning-example )

The marketing team is more efficient, and we know what our workload is—we’re aligned and integrated. Asana helps us see our campaign schedule so we can do fewer, larger programs and be strategic about launch dates to maximize their revenue impact.

Whether a campaign has a 3-day or 30-day turnaround, tracking many different types of projects in one unified ecosystem has been tremendously helpful for us.

#### Build a better strategy

- [Watch the webinar](https://resources.asana.com/level-up-your-marketing-plan )

#### 3 steps for a more impactful marketing plan

Learn how to set and hit goals, socialize marketing plans, and move faster with clearer resourcing.

- [Read the article](/resources/marketing-plan )

#### How to create a winning marketing plan

Learn eight steps to bring business-critical goals to life with examples from word-class teams.

- [Read the article](/resources/2024-marketing-campaign-checklist )

#### 5 steps to set your marketing plan up for success

Ensure every campaign is set up to drive revenue growth without wasting valuable time and money.

#### Still have questions? We have answers.

#### Still have questions? We have answers.

#### Can I try strategic planning with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana](https://asana.com/create-account) Advanced for free, no credit card required.

#### Why do I need software for strategic management?

Effective strategic management isn’t just about planning your business strategy, but also executing it. With Asana, you can set, track, and report on revenue-driving work to ensure your teams are always focused on the most important initiatives. Because work and [reporting](https://asana.com/features/goals-reporting/reporting-dashboards) happen in the same place, it’s easy to track your critical initiatives and resolve issues before they become blockers.

#### How should I choose a strategic management tool?

Your strategic management platform should be more than just a planning tool. Look for software that allows you to plan, track, and report on work in one place. A good strategic management tool increases team and cross-team visibility so everyone understands how their work moves the business forward. 

The best way to know if a strategic management tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing).

#### How do I build a strategic marketing plan?

A strategic marketing plan can be built by using Portfolios and Goals to define objectives, assign initiatives, and track performance over time.

#### Are there templates for strategic marketing?

Yes, there are templates for strategic marketing as you can use the marketing strategic planning template to kick off cross-channel campaigns.

#### How can I align teams to the strategy?

Teams can be aligned to the strategy by linking campaign projects and goals into one portfolio for visibility across Marketing, Sales, and PR.

#### Can I visualize multi‑channel plans?

Yes, multi-channel plans can be visualized by using Timeline and Dashboard views to track tactics across channels and dates.

#### How do I track performance against KPIs?

Performance against KPIs can be tracked by using custom fields, dashboards, and goal alignment to track metrics like ROI and engagement.

#### Can I automate plan updates?

Yes, plan updates can be automated by using Rules and Goals to adjust plan progress, notify stakeholders, and sync task status.

#### How do I manage resource allocation?

Resource allocation can be managed by using Workload view to balance team resources across strategic initiatives.

#### Can external agencies collaborate?

Yes, external agencies can collaborate by being invited as agency partners who are guests to specific portfolio projects.

#### Can I present my plan to executives?

Yes, your plan can be presented to executives by using status updates and dashboards for formal reporting and executive briefings.

#### Can I try strategic planning with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana](https://asana.com/create-account) Advanced for free, no credit card required.

#### Why do I need software for strategic management?

Effective strategic management isn’t just about planning your business strategy, but also executing it. With Asana, you can set, track, and report on revenue-driving work to ensure your teams are always focused on the most important initiatives. Because work and [reporting](https://asana.com/features/goals-reporting/reporting-dashboards) happen in the same place, it’s easy to track your critical initiatives and resolve issues before they become blockers.

#### How should I choose a strategic management tool?

Your strategic management platform should be more than just a planning tool. Look for software that allows you to plan, track, and report on work in one place. A good strategic management tool increases team and cross-team visibility so everyone understands how their work moves the business forward. 

The best way to know if a strategic management tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing).

- [Start your free trial](/create-account)

Try Asana for free. No credit card required.

- [Get started](/create-account)

- [Watch the demo](/go-demo)

See how Asana connects companies at scale.

- [View demo](/demo/main)

- [Speak with a sales rep](/sales)

Learn how Asana helps teams collaborate seamlessly.

- [Contact sales](/sales)

#### Transform the way you work with Asana

#### Reinvent marketing planning

Unite marketers around common goals and track progress in one place.

- [Get started](/create-account)

- [View demo](/demo/marketing)

Marketing Strategic Planning
