Strategy Planning

QUARTERLY

Aligning your goals and objectives

Strategy planning is divided into two phases: 'Review' and 'Action.'

Use this framework to refine your PR strategy each quarter. Revisit your business goals every three months to keep your PR objectives aligned. Goal example:

BUSINESS GOAL

“Establish the brand and founder as a beauty industry leader.”

PR OBJECTIVES

  • Secure B2B beauty press coverage to amplify the brand story.

  • Strengthen industry credibility through strategic product gifting.

  • Elevate the founder’s profile with expert interviews (podcasts & features).

Strategy Planning: Review

1. Reflect on learnings

Review last quarter’s notes in the Pitch Tracker, focusing on coverage and responses for press insights.

REVIEW:

  • Coverage

  • Responses

  • Key products & angles

2. Align with Key Dates, Trends & Lead Times

Stay inspired by tapping into seasonal themes, national days, and Trends. PR success is a balance of planning and reacting. The PDF below highlights key dates to boost pitch relevance. Align with trends for impact, but let them guide, not dictate.

DOWNLOAD

3. Choose Product & Profile Angles

PRODUCT

PRODUCT PITCHING

  • Focus on trends, seasonal themes, and key dates.

  • Select 5-10 press-worthy products that align with your target lead times.

PROFILE

PROFILE PITCHING

  • Profile features aren’t trend-driven but can tie into current affairs.

  • Choose 1-3 strong angles each quarter.

Password: 'stratchat'

ACCESS ANGLE FRAMEWORK

Strategy planning: Action

1. Filter and save opportunities

Proactive opportunities: Use filters in database to identify opportunities that align. Save and categorise for easy access.

Request opportunities: Reactive, making up just 10% of pitching. No pre-planned strategy needed.

Gift guide requests
Also reactive, requiring no strategy. Pitch as requests come in.

2. Update pitch templates

Review both product and profile email pitch templates. Update with new product suggestions or profile angles and save in email drafts for future pitches.

3. Update brand bio

Check brand bio is still relevant. Award wins? Change of direction? New price range? Update where necessary.