Objective

To ensure that annual marketing and M&E performance plans are strategically aligned, data-informed, and effectively executed, with expert oversight, regular review, and actionable recommendations for continuous improvement.

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Core Functions and Responsibilities

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Review Annual Performance Plans for Marketing and M&E

Activities	Expected Outputs
Assess alignment of plans with Neftaly’s strategic goals and KPIs	Plan Review Reports
Evaluate completeness and feasibility of targets, timelines, and resources	Risk & Feasibility Analysis
Provide written feedback and revision recommendations	Reviewed & Updated Annual Plans

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Provide Expert Advice on Strategic Planning and Performance Enhancement

Activities	Expected Outputs
Offer strategic input during the planning and mid-year review cycles	Advisory Memos & Planning Notes
Recommend best practices and frameworks for performance improvement	Strategy Enhancement Guidelines
Support alignment of marketing and M&E priorities with overall organizational vision	Integrated Strategic Advice

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Analyse Data Insights to Inform Strategic Adjustments

Activities	Expected Outputs
Review performance data and KPI tracking reports	Strategic Insights Reports
Identify trends, bottlenecks, and areas for improvement	Improvement Opportunity Briefs
Use findings to suggest mid-course corrections in plans	Adjusted Plans with Rationale

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Facilitate Strategy Sessions and Workshops for Plan Development and Review

Activities	Expected Outputs
Plan and lead strategy workshops with marketing and M&E teams	Workshop Agendas & Materials
Use participatory methods to align teams and refine goals	Interactive Planning Sessions
Document outcomes and revised strategies	Workshop Reports & Updated Plans

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Monitor the Implementation of Strategic Recommendations and Track Their Impact

Activities	Expected Outputs
Follow up on the adoption of recommended strategic actions	Implementation Tracking Reports
Track key indicators post-implementation to assess results	Strategic Impact Assessment
Report on lessons learned and update future planning accordingly	Strategic Learning Reports

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Key Deliverables Summary

• Reviewed and aligned annual marketing and M&E plans
• Strategic planning guidance documents
• Insightful data analysis reports with actionable recommendations
• Workshop facilitation materials and reports
• Implementation tracking and impact evaluation documents

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Implementation Timeline (Annual Cycle)

Quarter	Key Activities
Q1	Annual plan review, strategy workshops, baseline KPI alignment
Q2	Advisory check-ins, initial data analysis, course correction
Q3	Mid-year review, insight reporting, second strategy session
Q4	Year-end review, impact assessment, planning for next cycle

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Tools & Methods

Purpose	Tools/Approaches
Plan Reviews	SWOT Analysis, Logic Models, KPIs
Strategic Advisory	Balanced Scorecard, Theory of Change
Data Analysis	Excel, Power BI, Google Data Studio
Facilitation	Strategic Planning Canvas, Miro, MURAL
Tracking	Gantt Charts, Implementation Dashboards

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Success Indicators

• 100% of annual marketing and M&E plans reviewed before execution
• Minimum 2 strategy sessions held per year
• Strategic recommendations implemented in over 80% of relevant cases
• Measurable performance improvements after adjustments
• Clear documentation and reporting for accountability and learning