This final stretch of the year is no longer just about closing numbers. It is a strategic launchpad for 2026. As DevPro Journal notes, the decisions made now, based on performance from the first three quarters, shape momentum, focus, and profitability for the year ahead.
At MediaDev, we’ve helped dozens of software vendors build go-to-market strategies, strengthen lead generation, and accelerate partner-ecosystem growth. A structured year-end planning approach consistently gives ISVs a competitive edge. This guide, drawing both on industry best practices and MediaDev’s own experience, outlines the steps leadership teams can take to enter 2026 with intention, clarity, and real growth velocity.
1. Conduct a Rigorous Audit of 2025
Take a hard, strategic look at the past year before the year ends. This isn’t just a financial review: it must encompass product, people, processes, and market positioning.
Audit dimensions to cover:
- Revenue & funnel health: What are your real bookings, churn, expansion, and new-logo numbers? Map them by quarter and by segment.
- Product & roadmap alignment: Which features were launched? Which were delayed? What feedback came from users and partners?
- Market/competitive environment: What changed in your vertical, partner ecosystems, customer demands, and what are the relevant tech trends (e.g., AI, embedded apps, cloud)?
- Go-to-market and channel performance: What are your lead-gen conversion rates? How did your partner/OEM strategy perform? At MediaDev, we often highlight that ISV-OEM programs require specific attention and longer sales cycles.
- Internal capabilities and talent: Do you have the right marketing, sales, product, partner-enablement resources? Are there skills gaps or process bottlenecks?
- Operational efficiencies & cost base: Where did you overspend or underperform? What margins are realistic given 2026 aspirations?
- Content engine: Are you targeting the right buyer personas? For example, your ISV partner prospects (rather than just end-user buyers) demand different content. MediaDev’s The Ultimate Guide to Identifying ISV Leads elaborates on selecting and educating ISV accounts.
Based on this audit, you can define three clear outputs by year-end:
- A clear list of what to stop, what to double down, and what to pivot.
- A budget framework for 2026—how much investment is required and where.
- A prioritized roadmap tied to business outcomes (revenue, market share, partner growth).
Your vision may include several initiatives, but resources are finite. Now is the ideal time to prioritize.
How to prioritize effectively:
- Use a matrix of impact vs. effort/risk.
- Ask: Will this initiative move the needle (revenue, partner growth, churn reduction)?
- Be ruthless in identifying what to stop or deprioritize. You must “know where you’ve been” in order to chart where you’re going.
- Allocate a “growth-ops” bucket for experiments—new verticals, pilot partnerships, new advertising channels.
- Lock in a minimal viable execution plan for Q1 now, so there’s clarity and momentum.
For example:
- High impact, low effort: Refresh your partner recruitment content and launch an always-on partner-lead stream to increase partner revenues.
- High impact, high effort: Launch a major product pivot into an adjacent vertical requiring R&D and new channel. Begin planning year-end, but schedule the heavy lift into Q2-Q3.
- Low impact but high effort: Large branding refresh for end users only. If it doesn’t directly accelerate revenue or partner growth, consider delaying.
2. Set a Growth-Focused Vision for 2026
Once the audit is complete, define the north star for the year ahead. At MediaDev, we encourage ISV leaders to frame a “momentum goal” rather than just a financial target. For example: “Launch a repeatable partner onboarding and enablement framework that brings new ISV or OEM partners to full activation in under 30 days.” or “Reduce churn below 8 percent while generating 30 percent net-new revenue in North America.”
Components of an effective vision:
- Target markets & verticals: Which industries or geographies will you prioritize? What market dynamics support your move?
- Business model evolution: Are you shifting pricing (e.g., usage-based), embracing freemium, embedding your tech into third-party platforms, or investing in licensing partnerships?
- Partner ecosystem strategy: ISV–OEM programs require intentional recruitment, enablement, and account management.
- Technology and product differentiators: What are you betting on for 2026? AI augmentation? Industry-specific configurations? Micro-apps?
- Metrics and KPIs: Don’t wait until February to measure. Define key metrics now (e.g., ARR growth, expansion revenue, partner-sourced revenue, time-to-value, customer health).
This vision becomes your guiding star. It helps align the marketing, sales, product, and partner teams behind a shared ambition and ensures resource allocation matches the aspiration.
3. Build the Year-End Execution Plan
With your vision locked in, shift to execution. You cannot wait until January to begin strategic work. Start now.
Key action buckets include:
a. Budget allocation and approvals
- Finalize your 2026 marketing, product-development, and partner-engagement budgets.
- Secure leadership buy-in across product, sales, finance and partner teams.
- Allocate a portion of budgets for “always-on” activities so you are ready for January with momentum.
b. Marketing and lead-generation ramp-up
- Use this period to prepare a strong campaign foundation for Q1 2026. Start by building a campaign calendar that educates, nurtures, and primes both end-user and partner audiences for early-year launches. This is your chance to set the tone for the new year with clear messaging and consistent touchpoints.
- Use the remaining weeks of the year to test core messages, refine your positioning, and gather quick market signals that can shape your January and February content and outreach. Even light testing now such as A/B subject lines, refreshed value propositions, or small-scale social campaigns helps ensure that your Q1 calendar launches with clarity, alignment, and validated messaging.
- Plan for multi-channel activation: social/LinkedIn, tele-outreach, digital advertising, partner co-marketing, events.
c. Partner and channel ecosystem strategy
- Use this time to do the prep work needed in identifying target partner accounts and collect key market insights so you can start 2026 ready for targeted partner outreach.
- Identify your key ISV-OEM partner segments and prepare targeted recruitment and outreach lists. These programs often have 18-month cycles.
- Build or refine partner onboarding and enablement processes
- Plan co-marketing and joint demand-generation activities
- Define partner KPIs, dashboards, and forecasting models
- Build a partner communication and support plan (e.g., newsletters, webinars, enablement collateral) to keep engagement high.
- Prioritize top partners for growth initiatives
d. Product roadmap & go-to-market preparation
- Translate your product vision into a detailed roadmap with milestones for 2026.
- Ensure cross-functional readiness: marketing + sales training, product documentation, release notes, partner integration kits.
- Plan your product launch sequence (e.g., Q1 major release) and use the year-end to build anticipation internally and externally.
e. Team readiness & internal capabilities
- Identify skill gaps (e.g., demand-generation, partner account management, data analytics) and define training , hiring, or outsourcing initiatives.
- Set up internal dashboards and reporting to monitor Q1 targets from day one.
- Instill a culture of continuous improvement and accountability: conduct regular reviews (weekly/monthly) of leading indicators.
f. Risk mitigation & scenario planning
- Prepare for market or macro headwinds (e.g., economic softness, competitive intensification, regulatory change).
- Define contingency plans for key risks (e.g., slower partner onboarding, higher churn).
4. Activate an Always-On Marketing Engine
Many ISVs fall into the trap of campaign-mode only: bursts of activity followed by silence. MediaDev’s 25+ years of experience teaches us that always-on programs, especially for partner recruitment, perform significantly better.
Characteristics of an effective always-on engine:
- Multi-touch nurture sequences: Email, InMail, calls, webinars, content downloads, ads, all orchestrated to move prospects along a journey rather than one-off blasts.
- Partner-driven content: Success stories, co-marketing assets, referral programs. These are especially powerful when targeting ISV-OEM partners who want to see the “what’s in it for me”.
- Measurement and optimization: Constant tracking of touchpoints, pipeline generation, conversion rates across partner and end-user segments.
- Segmented outreach: Separate streams for end-user buyers, channel/partner prospects, and existing customers. The value proposition differs for each.
- Content agility: The market shifts. Use this last month to test new messaging, experiment with formats (video, micro-content, LinkedIn live) so you’re ready with proven assets for Q1.
By using December to get the engine designed, organized, and primed, you enter 2026 in a much stronger position. Instead of wasting January scrambling to define strategy and build assets, you’ll be able to activate a consistent pipeline-building rhythm from the start.
5. Prepare Metrics and Reporting Cadence
A strong plan depends on strong measurement. Establish your 2026 metrics and reporting rhythm before the year ends.
Define metrics such as:
- Leading indicators: e.g., number of partner meetings booked, content downloads by ISV prospects, demo requests, engaged partner leads, pipeline generated via partner channel.
- Lagging indicators: ARR growth, net-new logos, churn rate, partner-sourced revenue, expansion revenue.
- Operational metrics: time-to-value for new customers, onboarding completion rate, partner enablement adoption rate.
- Health metrics: marketing-qualified lead to sales-qualified lead conversion, partner retention/attrition, product usage metrics by cohort.
Reporting cadence:
- Weekly reviews for leading indicators (especially for always-on engine).
- Monthly reviews for broader funnel and partner pipeline updates.
- Quarterly business review (QBR) early in January to assess where you stand versus plan.
- Set up dashboards in December so the data flows from day one in 2026.
Establishing these before end of year ensures no delay in measuring and reacting once the new year hits.
6. Create Early 2026 Momentum (Even If You’re Starting in December)
Even in the last days of the year, there are high-impact actions that set the tone for the new year. You don’t need weeks of preparation to build momentum. A focused set of quick wins in December can help you enter January already moving instead of starting from zero.
Momentum-building actions you can still take now:
- Refresh GTM and partner-facing content so it’s ready for immediate use in early January.
- Line up January campaigns by preparing lists, messaging, and assets even if you launch after the holidays.
- Run a small partner or OEM pilot with one or two high-potential accounts to generate early proof points for Q1.
- Complete internal readiness work such as sales and partner team alignment sessions, updated playbooks, and product briefing refreshers.
- Secure early 2026 speaking slots, webinars, and event participation so your marketing calendar starts strong.
- Warm up key accounts with light-touch outreach or content previews to re-engage them ahead of January.
These actions don’t require long execution cycles and can be completed even in the last two weeks of the year. The goal isn’t to launch everything now; it’s to make sure you begin 2026 with clarity, momentum, and assets in place.
7. Align the Organization Around the Plan
Even the best strategy fails without alignment. December is the time to bring all teams together.
Alignment activities:
- Leadership workshop: Bring together product, marketing, sales, partner, finance and operations to share the audit findings, growth vision and plan.
- Kick-off communication: Draft a clear narrative for the organization, laying out why the 2026 growth plan matters, how we will get there, and what role each team plays.
- Team-level planning sessions: Each function (marketing, sales, partner enablement, product) translates the company plan into their own roadmaps for Q1.
- Accountability frameworks: Define owners of each initiative, regular check-ins, and success metrics.
- Change management: If the plan involves new GTM behaviors (e.g., partner first, usage-based pricing, embedded-software route), prepare training, incentives, and feedback loops now.
MediaDev’s experience tells us that when marketing, sales, and partner functions operate in silos, the partner ecosystem and growth initiatives stall. Make December your alignment phase.
8. Review, Refine, and Launch 2026 with Confidence
As the year closes, conduct one final review of the year’s progress, revise the plan as needed, finalize budget and resources, and launch 2026 with clarity.
End-of-year actions:
- Review year-end execution: What worked, what didn’t, what needs adjustment?
- Finalize the approved budget, resource commitments, and roadmap.
- Launch internal countdown: Communicate key milestones for January and beyond.
- Set up system for continuous learning: schedule monthly “lessons learned” sessions to refine your plan in‐flight.
- Celebrate wins: Recognize the teams who contributed to planning, build morale, and keep momentum high.
Closing Thoughts
Year-end isn’t just about finishing 2025. It’s about launching 2026. Your strategic work now will determine whether you arrive in January ready to win or scrambling to react.
At MediaDev, we’ve seen firsthand how ISVs accelerate growth when they adopt a disciplined year-end cadence that includes audits, vision-setting, partner development, always-on marketing, metrics readiness, and organizational alignment.
As software market shifts driven by embedded applications, platformization, partner ecosystems, and AI-infused value propositions, the ISVs who prepare early will outpace the ones who wait.
If you’d like support with partner-ecosystem intelligence, lead-generation strategy, or GTM execution, our team is ready to help. Whether you partner with us or lead the charge internally, the roadmap above gives you the structure to enter 2026 with confidence and momentum.
Here’s to making 2026 your strongest year yet.






