Visit https://www.stratechi.com/sales-plan-template to download the 54-page editable Sales Plan PowerPoint widescreen template created by a McKinsey consultant. The PowerPoint has all you need to get started on your sales strategy with slides packed full of agendas, charts, funnels, plans, timelines, geographic sales maps, images, icons, goals, mission, marketing strategy, account management, org charts, budgets, revenue trends, benchmarking, target customers, value proposition, change management, roadmaps, project plans, SWOT analysis, PESTLE Analysis, competitive advantage worksheet, initiatives, and many other topics necessary to create a winning sales strategy.
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Management Consultant Toolkit created by former management consultants from Deloitte and McKinsey.
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Business Toolkit created by former management consultants from Deloitte and McKinsey.
Easily define & implement your Digital Transformation Strategy & Plan by leveraging this 10-step Template. Created by ex-McKinsey, Deloitte and BCG Consultants specialized in Digital Strategy, after more than 600 hours of work. Don’t reinvent the wheel. Download Now. To download the whole template, go to www.slidebooks.com.
Business & consulting toolkits free sample in powerpointDonald Gest
The document advertises business and consulting toolkits created by former consultants from McKinsey, Deloitte, and BCG. It claims the toolkits save thousands of hours of work and allow users to learn best practices from top companies. The toolkits cover various topics like corporate strategy, finance, marketing, and more. Users can access templates, frameworks, and other tools typically used by consultants. The document promotes the toolkits as a cheaper alternative to hiring consultants directly.
You can receive our Powerpoint slides by sharing this presentation and submitting your email at www.slidebooks.com | Digital Transformation Strategy Template and Training | By ex-Deloitte and McKinsey Consultants
Presenting this set of slides with name - Sales Challenges Powerpoint Presentation Slides. All slides are completely editable and professionally designed by our team of expert PowerPoint designers. The presentation content covers all areas of Sales Challenges Powerpoint Presentation Slides and is extensively researched. This ready-to-use deck comprises visually stunning PowerPoint templates, icons, visual designs, data-driven charts and graphs and business diagrams. The deck consists of a total of thirty nine slides. You can customize this presentation as per your branding needs. You can change the font size, font type, colors as per your requirement. Download the presentation, enter your content in the placeholders and present with confidence
Leadership and Managerial Skills Toolkit - Framework, Best Practices and Temp...Aurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Management Consultants specialized in coaching leaders and managers. It will help you (I) Resolve complex problems and structure your reasoning, (II) Communicate effectively, (III) Negotiate effectively, (IV) Manage your time, (V) Manage your team, (VI) Define who you want to be, and what you want to achieve. This Toolkit was used to train the leadership team and the managers of multiple Fortune Global 1000 firms. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
The document discusses the importance of developing relationships over multiple contacts to make sales. It notes that the majority of sales are made on the 5th-12th contact with a potential customer. Developing relationships is key as most business buyers rely on peer and colleague recommendations in their purchasing decisions. The document promotes creating a relationship development plan and using a consulting firm to help build an effective business development process.
In this presentation you will find information about importance of Key Performance Indicators (KPI's) for subscription-based (SaaS) Internet startups.
The full list of metrics mentioned in the presentation, exact formulas, and examles you can find at http://datmachine.co/saas_metrics.
If you have any questions, don't be shy to drop me a line on my email: efremov(at)datmachine.co.
Operational Excellence Models, Strategies, Principles & ToolsAurelien Domont, MBA
Toolkit Downloadable at www.slidebooks.com | Created By ex-McKinsey & Deloitte Consultants | Download and Reuse Now 10+ Operational Excellence Models, Strategies, Principles & Tools.
Revenue Ops: Our Proven Framework for Massive PipelineSales Hacker
What you'll learn:
- A proven framework to align & organize your revenue teams (sales, marketing & customer success)
- The “Ins & Outs” of Leandata’s & Outreach’s revenue operations
This is a preview of the Complete Business Frameworks Reference Guide/Toolkit. The full document can be downloaded here:
https://flevy.com/browse/business-document/complete-business-frameworks-reference-guide-644
The Complete Business Frameworks Reference Guide is a very comprehensive document with over 300+ slides--covering 50 common management consulting frameworks and methodologies (listed below in alphabetical order). A detailed summary is provided for each business framework. The frameworks in this deck span across Corporate Strategy, Sales, Marketing, Operations, Organization, Change Management, and Finance.
These frameworks and templates are the same used by top tier consulting firms, such as McKinsey, Bain, BCG, Booz, Monitor Group, Deloitte, Accenture, IBM, E&Y, LEK, AT Kearney, Roland Berger, Oliver Wyman, and others.
INCLUDED FRAMEWORKS & METHODOLOGIES:
1. ABC Analysis
2. Adoption Cycle
3. Ansoff Market Strategies
4. Balanced Scorecard
5. BCG Growth-Share Matrix
6. Benchmarking
7. Blue Ocean Strategy
8. Break-even Analysis
9. Business Unit Profitability
10. Economics of Scale
11. Environmental Analysis
12. Experience Curve
13. Cluster Analysis
14. Company & Competitor Analysis
15. Core Competence Analysis
16. Cost Structure Analysis
17. Customer Experience
18. Customer Satisfaction Analysis
19. Customer Value Proposition
20. Fiaccabrino Selection Process
21. Financial Ratios Analysis
22. Gap Analysis
23. Industry Attractiveness & Business Strength Assessment
24. Key Purchase Criteria
25. Key Success Factors (KSF)
26. Market Sizing & Share
27. McKinsey 7-S
28. Net Present Value
29. PEST Analysis
30. Porter Competition Strategies
31. Porter's Five Forces
32. Portfolio Strategies
33. Price Elasticity
34. Product Life Cycle
35. Product Substitution
36. Relative Cost Positioning
37. Rogers' Five Factors
38. Scenario Techniques
39. Scoring Models
40. Segment Attractiveness
41. Segmentation & Targeting
42. Six Thinking Hats
43. Stakeholder Analysis
44. Strengths & Weaknesses Analysis
45. Structure-Conduct-Performance (SCP)
46. SWOT Analysis
47. SWOT Strategies
48. Treacy / Wiersema Market Positioning
49. Value Chain Analysis
50. Venkat Matrix
The level of detail varies by framework, depending on the nature of the management model. Examples, templates, and case studies are provided.
Presenting this set of slides with name - Sales Strategy Powerpoint Presentation Slides. Keep your audience glued to their seats with professionally designed PPT slides. This deck comprises of total of twenty six slides. It has PPT templates with creative visuals and well researched content. Not just this, our PowerPoint professionals have crafted this deck with appropriate diagrams, layouts, icons, graphs, charts and more. This content ready presentation deck is fully editable. Just click the DOWNLOAD button below. Change the colour, text and font size. You can also modify the content as per your need. Get access to this well crafted complete deck presentation and leave your audience stunned.
5 Go-to-Market Strategies for B2B SaaS, FinTech, and IaaS [Webinar Recording]SP Home Run Inc.
(Preview Webinar for Go-to-Market Strategy Reboot Camp)
For founders, marketers, and sales professionals at B2B SaaS (software as a service), FinTech (financial technology), and IaaS (infrastructure as a service) firms -- especially startups, scaleups, and small businesses
How B2B prospects and clients research and make buying decisions has changed. Quite dramatically!
Some of the biggest names in the tech industry have figured this out. And they are shouting it from the rooftops:
Gartner found that 83% of a typical B2B purchase decision -- researching, comparing options, and evaluating pricing -- happens before a potential buyer engages with a vendor.
McKinsey discovered that 70% to 80% of B2B decision-makers now prefer to make decisions digitally.
And LinkedIn, partnering with Edelman, concluded that “thought leadership remains critical to customer engagement, but breaking through the noise is harder than ever.”
However, most SaaS, FinTech, and IaaS startups, scaleups, and small businesses are largely unprepared to confront this once-in-a-generation change in purchasing behavior -- that’s approaching at jet speed whether your company is prepared or not.
And that’s why we hosted this webinar: to help you and your team upskill and stay relevant to how your prospects and clients want to buy.
When you watch the recording of 5 Go-to-Market Strategy Best Practices, you’ll learn how to:
Adapt your sales process to support your prospects’ and clients’ buying process
Build your team with the right mix of generalists and specialists, modeled after some of the most successful professional baseball teams on the planet
Connect the dots between marketing, sales, customer success, and product, so you approach go-to-market as a team sport
Get on the radar screen of the right strangers, in the right places, at the right time, and in the right context
Plan your content strategy for maximum relevance, efficiency, and effectiveness across the most popular formats
And much more!
This webinar is especially crucial for founders, marketers, sales professionals, customer success leaders, and product managers at B2B SaaS, FinTech, and IaaS firms -- especially startups, scaleups, and small businesses.
Learn About Go-to-Market Strategy Reboot Camp http://www.GTMReboot.com
Improve sales team’s skills to sell products and services using ready-to-use Sales Performance PowerPoint Presentation Slides. Monitor and guide salesforce with right techniques of making a sale with sales performance PPT presentation templates. Educate sales people to set goals and achieve those to satisfy the customers. Incorporate content-ready sales performance analysis PowerPoint presentation complete deck which comprises of templates such as financial highlights, products offering, sales performance dashboard, sales revenue, sales budget vs actual, quarterly sales summary review, key sales performance metrics, sales rep performance scorecard, sales KPI performance, sales activities dashboard, sales KPI tracker, and more. Enhance the process of goal setting and planning, feedback, skill development and performance review with sales performance PowerPoint presentation layouts. Keep a tab on the information like sales quotas, territories, incentive compensation, job assessment, forecasting, and more. Use easy-to-understand sales performance PPT presentation slides to boost and encourage behavior that drive sales. Be faster at it with our Sales Performance PowerPoint Presentation Slides. They assist you to gain time.
This article presents the Strategy Execution Model– a comprehensive management model that allows managers to master one of the greatest management challenges – successfully implementing strategies. The powerful framework incorporates 18 success factors that are related to the strategy, its execution, mobilizing the people, aligning the organization and building systems to monitor and control the execution. Collectively, these tools help organizations plan and execute their strategies but also monitor, learn and adapt their strategy and its execution to achieve sustainable organizational success.
The document outlines Jay Allen's 30/60/90 day business development success plan. The 30 day goals are to find opportunities within target accounts, build relationships, and gain situational fluency. The 60 day goals are to qualify opportunities by obtaining sponsor buy-in and presenting ROI studies. The 90 day goals are to advance opportunities by receiving verbal agreements to move towards closing deals.
Creating An Effective Business Development StrategyTom Cutshall
Creating a business development strategy requires a collaborative effort from the entire business team. A key aspect of creating an effective business development plan is looking back and evaluating what worked and didn't work.
This document provides summaries of multiple client engagements by an analytic services firm. The summaries describe challenges faced by clients, the firm's deliverables and results. Engagements included stimulating revenue growth for an analytic firm, developing new strategies and products for companies, assessing new markets, and transforming a company's culture to be more innovative. The firm utilized a team with diverse expertise to provide strategic solutions that addressed clients' specific needs and generated tangible results such as increased revenue and valuation.
SaaStock Australasia 2019: Building Your Growth Team SaaStock
This document discusses building a growth team within a company. It recommends establishing growth goals using a 1-5-10 framework, setting clear KPIs and metrics, and structuring the growth team independently with its own P&L. The growth team structure involves roles like a program manager, sales, marketing, and operations. Challenges include gaining buy-in internally and managing channels, marketing, and competition externally. Worksheets provide templates for planning growth initiatives, setting KPIs, building the team, and handling challenges.
How to use Customer Success to Prep for and Drive Contract RenewalsGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to use Customer Success to Prep for and Drive Contract Renewals - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Concur, InsideView, Marketo
David Reed is an executive general manager, vice president, and entrepreneurial consultant with experience driving sales, innovation, and new business development for Fortune 500 and startup companies. He has a proven track record of leading teams to improve performance, optimize processes, and increase profits through vision, strategy execution, and change management. Reed's background includes roles in consumer packaged goods, sales, data insights, new media, loyalty marketing, and beverages.
Company Overview & Strategic Plan Template by McKinsey Alum.pdfStratechi.com
The Company Overview & Strategic Plan PowerPoint template created by a McKinsey alum is 121 pages. Visit https://www.stratechi.com/strategic-plan-template/ to download. The deck has many strategic plan and company overview storylines, ideas for initiatives, ready-to-go slides, professional graphics, frameworks, charts, and icons. The deck covers important strategy topics such as mission, vision, values, business model, markets, target customers, value proposition, product development, service strategy, pricing, marketing, sales strategy, human resources, IT, finance, strategic planning, SWOT analysis, BCG matrix, PESTLE analysis, change management, Excel financial models, strategic initiatives, snapshots, org charts, project plans, worksheets, and other templates.
The CEO update focuses the company's strategy on improving operating performance. Key areas of focus include defining the company's most profitable business areas, improving governance structures, strengthening customer relationships, increasing margins through cost reductions and price increases, optimizing employee performance, and leveraging IT investments. Success will be measured by sustainable financial growth, high customer satisfaction and choice of the company over competitors, low employee turnover and high job satisfaction, strong safety culture and outcomes, a values-driven culture, and sales growth through innovation.
The CEO update focuses the company's strategy on improving operating performance. Key areas of focus include defining the company's most profitable business areas, improving governance structures, strengthening customer relationships, increasing margins through cost reductions and price increases, optimizing employee performance, and leveraging IT investments. Success will be measured by sustainable financial growth, high customer satisfaction and choice of the company over competitors, low employee turnover and high job satisfaction, strong safety culture and outcomes, a values-driven culture, and sales growth through innovation.
David J. Cain is an experienced executive with over 20 years of experience in B2B sales leadership. He has a proven track record of growing revenue and profitability across multiple organizations ranging from $15M to $63M in annual gross revenue. Most recently, he served as the Acquisition Principal for Staples' $2.5B growth strategy in packaging and shipping. Prior to that, he was the President and COO of CPI One Point, where he increased annual sales from $47.8M to $63M and expanded into new markets and product categories. He has a strong background in strategic planning, sales management, marketing, and operations.
Plunet Summit 2017 - Sophie Halbeisen: Strategic Decisions - Industry ScenariosPlunet BusinessManager
This document discusses strategic goals and decisions for a business. It begins by explaining the importance of setting SMART (Specific, Measurable, Attainable, Relevant, Timely) goals. Examples of increasing sales through marketing strategies and increasing profits by focusing on profit margins rather than just revenue are provided. The document emphasizes using data from the Plunet software system to track outcomes, costs, profits and more in order to make strategic business decisions.
Stratechi - Free Business Model Strategy Template.pptxEduardoLpez666147
The document is a template for developing a business model strategy that includes sections for defining the organization, value proposition, targets, mission and goals, and go-to-market approach. It prompts the user to answer questions about each section, including the mission and ultimate goals of the business, the target markets, customers and geographies, the core value proposition and differentiation, as well as the strategies for distribution, sales, marketing and pricing. The template is intended to help structure strategic thinking around the business model and drive clarity and focus.
Description of Rezolto, our team, services, competencies and experience incl. an overview of brands we have been supporting and working with during the last 3 years.
In short: We help lifestyle companies grow sales and boost profits.
I prepared this presentation as an assignment, I would like to share this with all as it might help you as a reference. It is focused on an entrepreneurship idea that you could implement. Hope this will help you!
A powerpoint presentation of business plan on seo consultancy firm. It comprises of business model, busniness plan, seo current packages, market analysis, competitor, analysis, seo services, social media marketing.
Sorenson – Principles of a CEO Overview.pdfJacobClark68
The document provides an overview of strategic imperatives and key performance indicators for a software company. It outlines goals to achieve top-quartile growth metrics, improve revenue retention, release a second product, and hire key leadership. Updates on progress are provided, including some initiatives being ahead or behind schedule due to issues like product bugs or difficulty finding qualified candidates. The CEO is advised to maintain focus on the strategic imperatives, communicate critical topics to the board, and provide performance updates and progress by department on goals.
Shopify is an e-commerce platform with over 175,000 active merchants and $10 billion in cumulative GMV. The document discusses Shopify's financial highlights including strong and consistent revenue, MRR, and GMV growth driven by growing merchant base and introduction of new products. It also notes Shopify's powerful recurring revenue business model and operating leverage with expanding gross margins and decreasing operating expenses as a percentage of revenue.
Shopify is a multi-channel commerce platform that powers over 200,000 active merchants. In Q3 2015, Shopify merchants generated over $1.9 billion in sales. The document discusses Shopify's financial highlights including strong and consistent growth in revenue, monthly recurring revenue, and gross merchandise volume driven by acquiring more merchants and introducing new solutions. It also outlines Shopify's powerful recurring revenue business model and operating leverage.
Shopify is an e-commerce platform with over 200,000 active merchants and $1.9 billion in gross merchandise volume (GMV) in Q3 2015. The document discusses Shopify's multi-channel commerce platform that allows merchants to manage sales across all channels from a single back office. It provides financial highlights showing Shopify's strong and consistent revenue growth, powerful recurring revenue business model, and operating leverage.
Shopify is an e-commerce platform with over 200,000 active merchants and $1.9 billion in gross merchandise volume (GMV) in Q3 2015. The document discusses Shopify's multi-channel commerce platform that allows merchants to manage sales across all channels from a single back office. It provides financial highlights showing Shopify's strong and consistent revenue growth, powerful recurring revenue business model, and operating leverage.
Paul Richardson provides marketing and sales consulting services. He has experience developing strategies, managing projects, and growing revenue for various companies. His case studies highlight projects involving branding, digital marketing, product launches, and employee engagement where he helped double revenue, train teams, and implement solutions on schedule and within budget.
Outcome and Key Results (OKR) by Jeremy Biffis, Technical Manager at TripAdvisorProductTankOttawa
This talk is about how TripAdvisor Restaurants is implementing an Objectives and Key Results (OKR) framework to keep the handful of cross-functional Agile teams working towards our common goal. I’ll share how we got here, what we’ve learned, and where we’re headed.
This talk will cover;
How we define OKRs and how it has changed and grown with the team.
What is an effective Objective? Key Results?
How do we break down our quarterly/yearly OKRs down to individual sprints?
This is Agile, right? How do we change things?
Sounds really cool, but does it work?
What’s next?
Similar to Stratechi Sales Plan Presentation by McKinsey Alum.pdf (20)
The Complete Guide to Search Engine Mastery.pdfCHIDI CHIMAOBI
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2. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 2
THE SALES TEAM’S MISSION
The Sales Team’s Mission is to drive sales growth by being
the trusted advisor to customers and prospects for (insert
product / service category)
3. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
3
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
4. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Over the past year, the Sales Team had many big wins
4
1
2
Record sales of $XX.X million
15% growth in customer value
3 85% customer retention
4 80% of sales team hit quota
5 Improved conversion by 20%
6 Reduced cost per new customer by 10%
5. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Last year, our initiatives drove our growth spike in sales
5
$4.5
$4.8
$5.3
$5.8
$6.5
$8.5
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
2018 2019 2020 2021 2022 2023
TOTAL SALES
$
Millions
TARGET
$7.5
Growth 10.4% 9.4% 12.1% 30.8%
6.5%
6. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
There has been a significant shift in our sales breakdown
6
55% 50% 46%
39% 34%
32%
35% 40%
45%
48%
13% 15% 14% 16% 18%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2018 2019 2020 2021 2022
SALES BREAKDOWN (100%)
%
of
Sales
SERVICES
PRODUCT 1
PRODUCT 2
7. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Over the past year, we exceeded most of our KPIs with some big learnings
7
Revenue
Profit Margin
Customer Value
Net Promoter
Conversion
Team Size
Rev. / Rep.
Budget
KPIs
+12%
+4%
+4%
-6%
-4%
0
+13%
+13%
$8m
42%
$40k
70%
75%
12
$670k
$1.6m
$9.1m
44%
$42k
64%
71%
12
$760k
$1.8m
TARGET ACTUAL VARIANCE
The focus on larger deals worked
Pricing approval helped drive profit
Focus on bigger deals
Implementations were slow
Issues with competitive bids
Quality hires
Focus on big and steady deals
T&E and bonus spend
DRIVERS / LEARNINGS
8. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
8
Our sales pipeline and initiatives
?
Targets
Leads
Prospects /
Proposals
New
Customers
Repeat
Customers
CURRENT
202X
TARGET
TARGET
GROWTH KEY INITIATIVES
xx
$xx
$xx
$xx
$xx
xx
$xx
$xx
$xx
$xx
xx%
xx%
xx%
xx%
xx%
• xx
• xx
• xx
• xx
• xx
9. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
9
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
10. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 10
For next year, our goals are simple and focused
Million
in Sales
$12 20%
Customer
Growth
70%
Net
Promoter
76%
Gross
Margin
11. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
To achieve the big goals, we’re focused on achieving our KPIs
11
Revenue
Profit Margin
Customer Value
Net Promoter
Conversion
Team Size
Rev. / Rep.
Budget
KPIs
+12%
+4%
+4%
-6%
-4%
0
+13%
+13%
$10.2m
44%
$42k
64%
71%
12
$760k
$1.8m
$12m
46%
$48k
70%
74%
15
$820k
$2.2m
202X
LAST YEAR
202X
GOAL
TARGET
GROWTH
12. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
01.
02.
03.
04.
Our core initiatives will help us achieve our goals
12
Launch New
Products
Improve the
Fundamentals
Turn Up the
Marketing
Elevate the
Team
• Upgraded features
• Entry-level product
• $1 M potential
• Streamline CX
• Improve reporting & accountability
• Introduce new software platform
• Increase awareness & consideration
• Improve marketing ROI w/ digital shift
• Amplify with 2 new campaigns
• Increase reps by 20%
• Incentivize with new commission plan
• Launch account management team
13. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
13
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
14. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
New products are projected to deliver $1.1m in new sales
14
Insert product /
service picture or
logo
Insert product /
service picture or
logo
Insert product /
service picture or
logo
Product 1 Name
Product 2 Name
Product 3 Name
• The new features include…
• The product fills the customer gap…
• This entry-level offering will..
15. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
$
Projected - $1.1 M
Target - $1.5 M
• Marketing collateral and site completed
• $300K digital and event campaign starting in March
• Online sales training being created
• Sales training scheduled for February
• Integrating new products / services into inside sales process
• Quote and order process being implemented
• Pilot customers providing testimonials
• Scheduling meetings with top customer & prospect
• 2X multiplier on commission for first 6 months
• Competition for top 3 grossing sales reps
New Product Sales
Marketing
Training
Process
Targets
Incentives
Our target is $1.5 m in new sales through a launch program
15
16. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Our European expansion is expected to generate $2 M
16
• Hired 4 sales reps, with 3 more to go
• New hires are in training and will be mentored for 3 months
• Conducting SVP search to manage territory
• Partnered with two large distributors
• Discussions to partner with the largest European companies
• Ad agency launching large-scale campaign
• Designed and implemented new CX flows
• Procurement and supply chain running
• Sales team on our sales platform and reporting
17. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
17
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
18. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
We’re focused on improving sales pipeline fundamentals
INITIATIVES
Targets
$30 M
2.5 Months
Leads
$20 M
1.2 Months
Customers
$20 M
Prospects
$10 M
26 Days
• Increase marketing spend & improve ads
• Improve customer targeting & ROI
• Hire 5 inside sales reps
• Improve lead CX on website (scheduling demos, features /
benefits, ROI calculator)
• Implement new prospect scoring / questions
• Streamline demo & pilot sign-up
• Train reps on negotiation and solution selling
• Improve pricing tiers and trial pricing
• Rollout 100% Moneyback Guarantee
18
19. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
We’re implementing the deal acceleration worksheet for all deals
Deal Overview
THE BIG QUESTIONS
2. WHAT is important to them? Xx
1. WHO are the decision makers? XX
4. WHY our solution? Xx
5. WHEN is the decision? Xx
6. HOW is the decision made? Xx
3. WHERE is the pain? Xx
ANSWER
Prospect:
Value:
% Close:
NEXT STEPS
Start Date:
Expected Close:
Team Member:
Xx
Xx
19
20. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
New software platform will enhance sales team productivity and
shorten order to cash cycle
• In testing of new CRM platform to facilitate and track all
communication and activity
• New online customer portal with ordering, scheduling, tracking, and
payment features
• CRM pilot freed up 3 hours per rep per week due to automating
remedial tasks
• New customer portal pilot shortened order to cash by 20 days and
increased sales 10%
• Mgmt. focused on change management of new CRM to drive behavior
change
• Phased rollout of customer portal to harden systems and process
20
21. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
We’re focused on growing sales with our top prospects & accounts
1. Xx
TARGET
$xx
PROSPECTS
2. Xx $xx
3. Xx $xx
4. Xx $xx
5. Xx $xx
1. Xx $xx
CURRENT ACCOUNTS
2. Xx $xx
3. Xx $xx
4. Xx $xx
5. Xx $xx
OWNER
xx
xx
xx
xx
xx
xx
xx
xx
xx
xx
KEY STRATEGIES
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
21
• xx
22. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
The Sales Training Project will improve conversion and deal size
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Project 1
Action Item 1
Action Item 2
Action Item 3
Project 2
Action Item 1
Action Item 2
Action Item 3
Project 2
Action Item 1
Action Item 2
Action Item 3
Implementation
Testing
Launch
22
23. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
23
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
24. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Campaign
• Mid-size companies
• Mfg., Ind., & Srvc.
• Older infrastructure
• Trying to modernize
Target Customers
IT MANAGERS MODERNIZE YOUR
SECURITY…TODAY
Media Mix
HEAVY DIGITAL & EVENTS
SPEND
$1.2M on SEO &
search ads
$800K on videos &
video ads
$600K on IT events
$300K on social ads
Our Marketing Strategy is focused and effective
• The best automated
security platform
• The easiest to install
• The least expensive
• The largest threat detection
network
• The most trusted
24
25. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Our target customers are IT Managers and CIOs of midsize companies
IT Managers
CIOs
Key Attributes
• Primary influencer and decision maker
• Typically manages 5 different providers
• Decision mostly based on trust and features
• Gets info from videos and articles
• 950,000 targets with 78% on LinkedIn
• Midsize companies
• $50-500M rev.
• Older infrastructure
• Modernizing
• Mfg., Ind., and Retail
• 500,000 companies • Delegates decision, but approves purchase
• Likes to recognize brands before purchase
• Frequently reads CIO, Inc., and Forbes
• 425,000 targets with 89% on LinkedIn
• Likes free trials and pilots
25
26. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
The Campaign
• The best automated security platform
• The easiest to install
• The least expensive
• The largest threat detection network
• The most trusted
The Goal
• Drive awareness and
consideration
• Create brand equity as
the preeminent provider
• Develop captive leads
The Messaging
“Modernize your Security…Today”
The Creative
26
27. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
The media mix is optimized to drive awareness and consideration
$1,200
$300
$500
$200
Marketing
Spend
Print
Decrease of 20% with
half-page ads and 300
M impressions
Events
Shows in SF, NY, DAL,
CHI, and DEN with
attendance of 300 K
Digital
Spend increase of 30%
with focus on social,
search, and partnerships
Leads
Increase of 15% focused
on association email
blasts & warm leads
27
28. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Our channel partners will drive leads into our sales funnel
Insert logo
Insert logo
Insert logo
Company 1 is a $2B
reseller in NY driving
600 leads
Company 2 is a…
Company 3 is a
Description
• Setting up 1-on-1 meetings with Top 50
• Incentives for reps to sell new products
• Co-sponsoring four events
• Focused on IT manager leads through email
• 15 dedicated agents
• Competition for converted leads
• Co-sponsoring breakfasts in 12 cities
• Deeply integrated into their web funnel
• Bonus for converted customers
Initiatives
28
29. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Facebook
12K followers
Stories & Service
Twitter
9K followers
Updates & New Products
Instagram
8K followers
Product Use Images
Pinterest
6K followers
Product Use Images
TikTok
20K followers
Customer Videos
Snapchat
10K followers
Stories
YouTube
3K subscribers
Product & Troubleshooting Videos
We’re ramping up our social engagement and followership
29
30. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Media Mix Spend By Media and Month
Campaign
Digital
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
New Year Summer Play The Gift of …
Back to School
$1.2 M
Print Ads $300 K
Social $800 K
Email & Website $700 K
Events $600 K
TOTALS $3.6 M 300 150 350 350 100 450 300 350 150 200 550 400
Media Spend
30
31. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
31
• Year in Review
• Next Year’s Goals
• Core Initiatives
• Launch New Products
• Improve the Fundamentals
• Turn up the Marketing
• Elevate the Team
32. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
The budget is 21% more than LY, with 26% sales growth
T&E
Last Year Budget Growth
Sales $9,500,000 $12,000,000 26%
Margin $6,500,000 $8,750,000 35%
People Expenses
Salaries $700,000 $840,000 20%
Benefits $100,000 $130,000 30%
Commission $200,000 $250,000 25%
Travel $90,000 $110,000 22%
Entertainment $30,000 $40,000 33%
Miscellaneous $120,000 $140,000 17%
Marketing
Advertising $350,000 $400,000 14%
Events $130,000 $160,000 23%
Supplies $20,000 $30,000 50%
Total Budget $1,740,000 $2,100,000 21%
% of Sales 18.3% 17.5%
Last Year Budget
Account Mgrs. 2 3
Inside Sales 4 5
Sales Reps 10 13
Managers 2 3
Total 18 24
32
33. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
We have a strong team, with some gaps to fill
• Target number of employees - xx
• Target span of control – xx
• Total budget - $xx
• Total quota -$xx
Name
Title
Name
Title
Name
Title
Name
Title
Name
Title
Name
Title
New Positions
Unfilled Positions
33
34. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Territory map
WEST
John Doe
$21 M
14 Reps
CENTRAL
Jim Smith
$17 M
10 Reps
EAST
Jen Williams
$25 M
17 Reps
SOUTH
Amy Jones
$22 M
13 Reps
34
35. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Advancement
Evaluation
Development
Onboarding
Comp & Benefits
Hiring
Recruiting
Employee Journey
We have a holistic strategy to improve the entire employee journey
• New online application process
• Advertising on LinkedIn
• Targeting 15 new hires
• New hiring manager in place focused on experienced hires
• More competitive sales commission & benefits package
• New sales incentive trip & bonus
• 4-week rotation to learn all aspects of the business
• New buddy program for new hires
• Assigning senior mentors for career development
• New career track ladder
• Improved evaluation criteria and process
• New calibration meeting for VPs
• Targeting 6 Director and 2 VP promotions
• Improved salary and bonus adjustments for promotions
Initiatives
35
36. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Our sales compensation plan will grow sales
ROLE SALARY COMMISSION STRUCTURE
QUOTA TARGET COMP
xx $xx • xx
$xx $xx
xx $xx • xx
$xx $xx
xx $xx • xx
$xx $xx
xx $xx • xx
$xx $xx
Quota Attainment
Projected Sales
Team Comp
Projected
Revenue
100% $xx
Sales Comp as
a % of Revenue
$xx xx%
125% $xx $xx xx%
150% $xx $xx xx%
Projected Impact of Compensation Plan
36
37. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
THANK YOU
QUESTIONS ???
37
38. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
GENERIC SLIDES
38
39. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Our international coverage is balanced
North America
John Doe
$21 M
14 Reps
EMEA
John Doe
$21 M
14 Reps
Asia
John Doe
$21 M
14 Reps
South America
John Doe
$21 M
14 Reps
39
40. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Expanding circle framework
Level 2
Level 1
Level 4
Level 3
• Xx
• Xx
• Xx
• Xx
40
45. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Roadmap
Title
• Type here
• Type here
Title
• Type here
• Type here
Title
• Type here
• Type here
Title
• Type here
• Type here
Title
• Type here
• Type here
Title
• Type here
• Type here
Title
• Type here
• Type here
45
46. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
4-part flower framework
Initiative 4
Content
Initiative 1
Content
Initiative 2
Content
Initiative 3
Content
You can substitute icons
46
47. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
8-part flower framework
Initiative 8
Content
Initiative 1
Content
Initiative 2
Content
Initiative 3
Content
Initiative 4
Content
Initiative 5
Content
Initiative 6
Content
Initiative 7
Content
You can substitute icons
47
49. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 49
Pyramid slide
• Bullet 1
• Bullet 2
• Bullet 3
• Bullet 1
• Bullet 2
• Bullet 3
• Bullet 1
• Bullet 2
• Bullet 3
• Bullet 1
• Bullet 2
• Bullet 3
Point 1
Point 2
Point 3
Point 4
50. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
3-ellipse framework
50
IDEA 1
• Type content here
• Type content here
IDEA 2
• Type content here
• Type content here
IDEA 3
• Type content here
• Type content here
MAIN
POINT
51. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
3-box framework
TITLE TITLE TITLE
TITLE
Write your text here
$
Write your text here
Write your text here Write your text here
51
EXECUTE
52. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Staircase framework
52
Level 1
Level 2
Level 3
Level 4
Level 5
Title 1
Title 2
Title 3
Title 4
Title 5
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
• Type content here
54. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 54
STEP 4
4-step process framework
• Type content here
• Type content here
• Type content here
• Type content here
STEP 1 STEP 2 STEP 3
• Type content here
• Type content here
TITLE
• Type content here
• Type content here
55. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Mar Jun Sep Dec
Jan
• Xx • Xx • Xx • Xx
Q1 Q2 Q3 Q4
Milestone framework
55
56. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
• Xx • Xx • Xx • Xx
Four-box framework
Xx Xx Xx Xx
56
57. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Three box framework
• Xx • Xx • Xx
Xx Xx Xx
57
58. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
3-box segmented framework
• Xx • Xx • Xx
Xx Xx Xx
• Xx • Xx • Xx
• Xx • Xx • Xx
• Xx • Xx • Xx
• Xx • Xx • Xx
Xx
Xx
Xx
Xx
Xx
58
59. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Performance template
59
REVENUE NOI NPS
21% 10% 70%
85% of target
25% target
75% of target
12.5% target
105% of target
66% target
60. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
AGENDA
Year in Review
Next Year’s Goals
Launch New Products
Improve the Fundamentals
Turn Up the Marketing
Elevate the Sales Team
INITIATIVES 1
2
3
4
-1
0
60
61. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
To achieve our goals, the sales team will focus on 5 core initiatives
1 LAUNCH NEW PRODUCTS & SERVICES
2 CONVERSION THROUGH SALES TRAINING
3 TURN UP THE MARKETING VOLUME
4 ELEVATE ACCOUNT MANAGEMENT
5 IMPROVE & GROW THE SALES TEAM
61
62. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
STRATEGY ICONS
62
63. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
STRATEGY ICONS – LIGHT BLUE BACKGROUND 1 OF 3
$ $XX
63
64. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
$
WWW.
1.
2.
3.
STRATEGY ICONS – LIGHT BLUE BACKGROUND 2 OF 3
64
65. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
i X
$
CEO
?
STRATEGY ICONS – LIGHT BLUE BACKGROUND 3 OF 3
65
66. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
$ $XX
STRATEGY ICONS – DARK BLUE BACKGROUND 1 OF 3
67. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 67
$
WWW.
1.
2.
3.
STRATEGY ICONS – DARK BLUE BACKGROUND 2 OF 3
68. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 68
?
i
$
X
CEO
STRATEGY ICONS – DARK BLUE BACKGROUND 3 OF 3
69. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
$ $XX
STRATEGY ICONS – WHITE 1 OF 3
70. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 70
$
WWW.
1.
2.
3.
STRATEGY ICONS – WHITE 2 OF 3
71. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 71
i
$
X
CEO
?
STRATEGY ICONS – WHITE 3 OF 3
72. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
$ $XX
STRATEGY ICONS – DARK BLUE 1 OF 3
73. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 73
$
WWW.
1.
2.
3.
STRATEGY ICONS – DARK BLUE 2 OF 3
74. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER 74
i
$
X
CEO
?
STRATEGY ICONS – DARK BLUE 3 OF 3
75. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
WORKSHEETS
75
76. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
SWOT Analysis
External
Factors
Internal
Factors
Harmful
Helpful
STRENGTHS
• xx
WEAKNESSES
• xx
OPPORTUNITIES
• xx
THREATS
• xx
76
77. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Porter’s Five Forces Analysis
Major Players
Assessment Overview of Key Dynamics & Impact to the Organization
• XX
MEDIUM • XX
NEW ENTRANTS
INDUSTRY RIVALRY
SUPPLIER POWER
BUYER POWER
POTENTIAL
SUBSTITUTES
• XX
HIGH • XX
• XX
LOW • XX
• XX
HIGH • XX
• XX
LOW • XX
77
78. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
PESTLE analysis worksheet
Political
Economic
Social
Technological
Legal
Environmental
• xx
• xx
• xx
• xx
• xx
• xx
Top Trends Industry Implications Potential Company Actions / Strategies
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• xx
78
79. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Prioritization matrix template
LOW
HIGH
HIGH
LOW
BENEFIT /
VALUE
EFFORT / COST
LOW-HANGING FRUIT BIG BETS
MAYBES (WORK ON IMPROVING) NOT WORTH THE EFFORT
1 IDEA / INITIATIVE
3 IDEA / INITIATIVE
4 IDEA / INITIATIVE 5 IDEA / INITIATIVE
2 IDEA / INITIATIVE
79
80. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
SUSTAINABLE COMPETITIVE ADVANTAGE WORKSHEET
Brand Loyalty
Intellectual
Property
Network Effect
Innovation
Location
Locked-up Supply
Scale
i
Proprietary
Information
• xx
Sources of Sustainable
Competitive Advantage Improvement Ideas
• xx
• xx
• xx
• xx
• xx
• xx
• xx
Current Rating
0 – None
5 – Major Differentiator
1
1
1
1
1
1
1
1
80
81. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Change management game plan for “insert initiative”
Case for Change
1
• Xx
• xx
Reinforcement
4
• Xx
• xx
Role Models
2
• Xx
• xx
Training
3
• Xx
• xx
81
82. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Change management model brainstorming worksheet
1. CASE FOR CHANGE
What is the necessary behavioral change?
Why is the change important and what are the
benefits?
Who are the executive sponsors and how can
they champion the change?
THE WHY & BENEFITS
THE CHANGE EXECUTIVE SPONSORS
Who are the existing or potential role models
to show case and evangelize the benefits of
the change?
Can a pilot be done? What would a pilot look
like?
When will the pilot be conducted? What is the
high-level plan? How will success be
measured?
PILOT OVERVIEW
ROLE MODELS PILOT PLAN
What kind of training is needed to ensure the
behavior change happens?
What would a training plan look like?
What would an ongoing coaching plan look
like? How can role models and mentors help
drive the change?
TRAINING PLAN
TRAINING COACHING PLAN
What KPIs / Metrics need to be in place to
measure success?
What types of incentives can be put in place
to help drive change?
What will be the ongoing governance to
ensure the change is happening and course
correct when it isn’t?
INCENTIVES
KPIs & METRICS GOVERNANCE
2. ROLE MODELING
3. TRAINING
4. REINFORCEMENT
82
83. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
SPECIFIC
• What are we trying to accomplish with this goal?
• Will others easily understand this goal?
• Is this goal specific enough, too specific?
MEASURABLE
• How will we know when the goal is accomplished?
• How will we measure progress & success?
ATTAINABLE
• Is this goal reasonable?
• What resources do we need to accomplish the goal?
• Is there a 70+% chance of reaching the goal?
RELEVANT
• Is this goal important right now? Why?
• Why is this goal relevant to the company & mission?
TIME BOUND
• When is the start and due date for this goal?
• Is this a reasonable due date?
ANSWERS
• xx
• xx
DEFINE THE GOAL • xx
• xx
• xx
• xx
SMART goal worksheet
83
84. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Sales Strategy Overview
Core Initiatives
Sales & Pipeline Goals
New Comp Plan
Inside Sales Program
INITIATIVES DESCRIPTION
• Xyz
• Abc
Revenue
Profit Margin
Customer Value
Net Promoter
Conversion
Team Size
Rev. / Member
Budget
Key Metrics
$11.2m
45%
$45k
80%
80%
14
$800k
$2.2m
202X
$8m
42%
$40k
70%
75%
12
$670k
$1.6m
$9.1m
44%
$42k
64%
71%
12
$760k
$1.8m
202X 202X
BASELINE GOALS
84
85. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Campaign name
• XX
Description:
Dates:
Budget:
Opportunities /
Goals
• XX
Differentiated Messaging / Creative
• XX
Customer
Target(s)
X
X
X
Website
Email
Social
Search
Events
Budget(000s)
Redesign & Create Videos
SF, LA
Campaign Calendar
Launch Weekly Emails & Analyze Open Rates, Click Through, & Conversion
March April May July
Launch Share Your Story Competition
Test & Learn LinkedIn, Google, & Bing Search Ads
DAL, CHI
June
$105 $150 $205 $125
$150
85
86. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Product Roadmap Example
Q1 Q2 Q3 Q4
Mobile enhancements
Product Line 1
Product Line 2
Cost engineering UX Improvements
Digital
Experience
Cost
Power supply
Performance
Product Line 3
Updated Software
New Ergonomic Design
Migrate Production to New Facility
IOT Enablement
Best-in-class Processor
Design 3.0
86
87. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
COMPREHENSIVE SWOT ANALYSIS WORKSHEET
Customer
Segments
Markets
Distribution
Marketing
Pricing
Products
Services
Value
Proposition
The
Organization
Processes /
Functions
People
Infrastruc-
ture
Partnerships
Geographies
Sales
Go
To
Market
EXTERNAL
Targets
INTERNAL
Rank
Order
Opportunities Threats
Rank
Order
1
2
3
1
2
3
4
5
6
7
8
9
10
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
1
1
1
1
1
1
1
1
1
1
1
1
1
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
• Xx
Rank
Order
Strengths
Relative to Competitors
Weaknesses
Relative to Competitors
Rank
Order
87
88. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
Service benchmarking template
$
Aesthetics
Consistency
Convenience
Speed
Professionalism
Impact
Cost
Other Important
Dimensions
TARGET CUSTOMER
…
Customer Importance
(Rank Order) Core Features Rating
COMPANY
Value Proposition
Dimensions Core Features Rating
COMPETITOR 1
Core Features Rating
COMPETITOR 2
1
1
1
1
1
1
1
1
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
•XX
•XX
•XX
•XX
•XX
•XX
•XX
•XX
1
1
1
1
1
1
1
1
TOTALS 10 10 10
SERVICE
…
88
90. INSERT LOGO OR CO. NAME -
VIEW>MASTER>SLIDE MASTER
PROJECT TEAM CHARTER
Mission / Objective of Team
What is the mission / objectives of the team?
Team Members
Who are the team members and what skills do they bring?
Stakeholders
Responsible:
Accountable:
Consulted:
Informed:
Major Milestones
When does the project start, finish? What are the big milestone dates and
deliverables?
Budget / Resources
What is the overall budget of the project? What other internal and external
resources are needed to be successful?
Governance
How are big decisions about budget, timing, and scope made? Are there
regular steering committee meetings? Emails?
Nurturing Environment
What methodology is going to be used to manage the project? Waterfall,
Agile? Where will the team be located? What coaching resources will be
available? What can be done to improve the environment of the team?
Norms
What are the agreed to norms to make the project successful? What are
those behaviors and actions that have made previous projects fail, that you
want to avoid in this project (good ideas for some norms)?
90
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CHARTS
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Pie charts (click on chart to edit in excel)
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Product 1
40%
Product 2
30%
Product 3
10%
Other
20%
SALES BY PRODUCT
Enterprise
24%
Small-to-Mid
35%
Government
30%
Non-Profit
11%
SALES BY SEGMENT
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210 230
190 205 230
82
90
83
92
100
55
65
38
53
68
30
26
24
28
32
20
18
17
22
24
0
50
100
150
200
250
300
350
400
450
500
20XX 20XX 20XX 20XX 20XX
Number
of
Team
Members Organizational Breakdown
397
429
352
400
454
Growth 8% -18% 14% 14%
Stacked column chart (click on chart to edit in excel)
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Support
Operations
Sales & Marketing
HR & Legal
Finance
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100% stacked bar chart (click on chart to edit in excel)
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%
of
Employees
45%
47%
50%
22%
25%
27%
20%
16%
13%
13%
12%
10%
202X
202X
202X
Company Role Mix
Generalists Specialists Supervisors Management
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Stacked column chart (click on chart to edit in excel)
4.4 5.2 5.9
7.9
3.1
3.3
3.7
4.2
1.9
2.6
3.7
4.7
0
2
4
6
8
10
12
14
16
18
2019 2020 2021 2022
Sales
($
Millions)
Year
Sales by Segments (2019 – 2022)
8.4
11.1
13.3
16.8
Segment 1
Segment 2
Segment 3
Best used to show overall and sub-segment trends. Make sure you have large enough
segments, so it doesn’t get too messy, and always place the largest values on the bottom.
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100% stacked column chart (click on chart to edit in excel)
Focuses on the normalized relative trends of different segments but can also represent absolute values.
Above is the same data from the preceding Stacked column chart to make a 100% stacked column chart.
47% 47% 44% 47%
33% 30%
28% 25%
20% 23% 28% 28%
0%
20%
40%
60%
80%
100%
2019 2020 2021 2022
Percentage
of
Overall
Sales
Year
Sales by Segments (2019 – 2022)
$8.4 m $11.1 m $13.3 m $16.8 m
Segment 1
Segment 2
Segment 3
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Waterfall chart
One of the go to charts of most top strategy consulting firms. The waterfall chart disaggregates elements
and totals them as steps to create the whole. Often used to show the magnitude of the different elements
that make up something. Typically start with the largest values on the bottom, unless some other dimension
such as process flow or time better organizes the elements. In PowerPoint, go to Insert: Chart: Waterfall
Q2 Sales Pipeline
Contacted Targets Not Interested Prospects Couldn’t Convert New Customers
10,000
-7,000
3,000
-2,000
1,000
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Bubble chart
Market
Share
Market Growth
5% 10% 15% 20%
0%
25%
50%
75%
100%
$11m
$4m
$10m
$5m
$5m
$15m Product A
Product C
Product B
Product D
Product E Product F
Product Family 1
Product Family 2
PRODUCT PERFORMANCE
Good way to visualize three or four dimensions. You can use the vertical and horizontal accesses, and the
size, color and pattern within the bubbles. In PowerPoint, go to Insert: Chart: X Y Scatter: Bubble
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Radar chart (click on chart to edit in excel)
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0
5
10
15
20
25
30
35
Performance
Quality
Features
Service
Performance
Customer Perception– Product 1 vs Product 2
Product 1 Product 2
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