How to Build a Learning Agenda



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Whether you call it a Learning Plan or year-end planning, a Learning Agenda can help you make informed brand and marketing decisions in the year ahead.

Brands that succeed in today’s world know and understand their consumers’ needs better than the competition. We have more tools and approaches to learn about our consumers than ever before, but knowing when and how to use these methods in an actionable way requires strategy and forethought — this is where a Learning Agenda can be valuable.

Why you need a learning agenda now

Creating next year’s Learning Agenda now can replace reactive research initiatives that leave you constantly trailing behind critical questions with proactive insights journeys that allow for deep reflection and internalization.

A thoughtful Learning Agenda takes into account not only the insights needed to inform next year’s strategic plans and key decisions, but also the multi-year brand implications that arise from those plans and decisions.

Take your team from reactive research to proactive insights

Whether you call it a “Learning Plan”, year-end planning, or something else entirely, a Learning Agenda simply identifies what your team needs to know about your consumer to make informed decisions in the year ahead.

Review the exact steps, questions, and best practices needed to create Learning Agendas that inject consumer-centric thinking into the heart of your business and brand strategy.

What you’ll learn

  • The 5 biggest rules to live by for Learning Agenda creation
  • A step-by-step roadmap for creating a Learning Agenda with real business impact
  • Print-ready prompts to prepare you for each phase of Learning Agenda creation with critical information to include at every step of the process
  • Helpful hints for bringing stakeholders, team members, and agency partners to the table
  • 5 essential elements for creating a great RFP
  • A time-saving sample Learning Agenda layout, so you don’t have to recreate the wheel, and more!