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Download the Annual Plan Guide

This is the free PDF version of How to Build Win/Loss Research Into Your Annual Plan, built for handing to a planning committee or an exec sponsor without asking them to click through the site. Download it directly below. No email required.

Cover of How to Build Win/Loss Research Into Your Annual Plan, by Daniel Oxenburgh

What's in the PDF

Guide · 5 sections

When to time win/loss research to your annual plan, the known-trigger and unknown-trigger fallback, how to choose internal versus external by deal volume, what each path actually costs, and how to turn the decision into a resourced line item.

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PDF · No email required