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Prepared For: Eric Pakurar, Executive Director of Strategic Planning




                     Prepared By: Gwen Taylor
                          November 9, 2011
My Plan
In order to be
effective on “Day
One” in my new role
as Manager, Strategic
Planning and be on
target, I have
formulated a plan of
action and would like
to share it with you
and solicit your input.
•Write and/or meet Clients
                                                                         •Identify Top (80/20) areas
 •Attend 2-Week Training                                                 • Develop a Tracking system
 •Learn G2 Systems                                                       •Meet vendors who affect our
 •Master Subject Matter                                                   deliverables
 •Gain understanding of all Catagories:                                  •Identify new opportunities with
  Relationship Marketing, Interactive                                     current clients
  Marketing, Shopper Marketing,                                          •Find new business opportunities for
  Experiential/Promotional Marketing,                                     either my department or pass on to
  Branding & Design, Data Analytics,        Training       Clients        a peer.
  Communications Planning




                                           Orientation   Competition
•Get to know my team- details                                          •Learn G2 Competitive Advantages -
•Meet other Managers & Executives                                       specifics
•Understand G2 Culture and how best to                                 •Identify Competitors and their
 support collaboration                                                  advantages
•Meet with Eric Pakurar and decide on my                               •Begin Tracking System of Top 10
 deliverables and timeframe                                             Competitiors
•Find mentors: Branding expertise &
 Agency Strategic Planning XXXXXXXXX
•Finish Meeting Client & other
 departments' leadership                                                •Join a team within the company to
•Continue to monitor potential issues                                    help on an ad hoc project
•Gather additional analytics regarding                                  •Join a professional association
 my areas of responsibility & share with                                •Add Value to position
 team                                                                   •Be a mentor to an employee
•Be the SME for Clients' Strategy                                       •Make my boss, Eric Pankurar look
•Master all G2 Catagories and how                                        great to Executives, Clients and Staff
 they compliment one another                Continue &     Build         via excellent execution and my
                                                                         contribution
•SWOT and I/P Matrix
                                            Complete     Reputation




                                                          Projects
                                            My 80/20
•Determine my team's best 20% of                         Ownership    •Lead Brand Strategy
 productivity, innovation, etc.                                       •Find where my expertise can contribute
•Commit to identifying how I can increase                              to a "stuck" project
 revenue and decrease costs then spend                                •Begin a project that will make a
 80% of my time focused there                                          difference in profitability or efficiency
•Identify what 20% of my time is least                                •Follow up and Follow through on
 productive and develop new procedures                                 responsibilities - both assigned and self-
                                                                       created
•Master pros, cons, limitations and benefits
 of each technology                                                         •Find new ways to advance G2 Brand
•Contribute to new technology decisions                                     •Personally take responsibility for
                                                                             managing G2 reputation
•Stay current on new technology
 providers/vendors                                                          •Know major stockholders concerns
•Regularly meet with other Thought                                          •Write a newsletter article as the basis
 Leaders on technology contribution to                                       for a white paper or conference
 pre-determined measurements                                                 session presentation

                                               Technolgy    Steward




                                               Innovation     P&L
                                               Adaptation   Ownership
•Measurable
                                                                        •Be a Rain Maker by bringing in new
•User Experience                                                         business opportunities
                                                                        •Attend a conference
                                                                        •Negotiate and win Contracts
                                                                        •Develop Strategic Alliances to advance
                                                                         Global Growth
I wrote this ebook in Q1
& Q2, 2011. It is a how-to
free gift I wrote for
individuals and couples
who feel their financial
situation is on the
precipice and I want to
help the come “Back
From the Financial
Brink”.

You can download it
here:
Corporate Client Consultations / Programs
–––––––––––––––––––––––––––––––––––
40+ Countries on 5 Continents | including 400+ Programs &
Seminars / Keynotes with up to 1400+ Attendees

Accenture | Booz Allen Hamilton | Ernst & Young | Brown Brothers Harriman
Harvard University | MIT | University of Maryland | University of California
United States – DOJ, EPA, IRS, SSA, FDA, DOT, State Department | US Army / Navy / Air Force /
Coast Guard
Fidelity | Citicorp | Invesco | Prudential | Standard & Poors | Washington Mutual | MorganStanley |
Aruba Bank | Bank of America | Franklin Templeton | RBTT Bank of Jamaica
AT&T | Coca-Cola | Agfa Monotype | CSX | Kraft | DuPont | Kellogg Company | Home Depot |
McGraw-Hill | Sony Welch’s | Siemens Kenneth Cole | Porsche | Pfizer | Nokia | Owens Corning |
Volvo | Bosch | BellSouth | Starbucks
Microsoft | PeopleSoft | Deltek Software | Northrup-Grumman | Orbital Sciences Corporation |
Hewlett-Packard

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My Strategic Plan for Success in a New Role

  • 1. Prepared For: Eric Pakurar, Executive Director of Strategic Planning Prepared By: Gwen Taylor November 9, 2011
  • 2. My Plan In order to be effective on “Day One” in my new role as Manager, Strategic Planning and be on target, I have formulated a plan of action and would like to share it with you and solicit your input.
  • 3. •Write and/or meet Clients •Identify Top (80/20) areas •Attend 2-Week Training • Develop a Tracking system •Learn G2 Systems •Meet vendors who affect our •Master Subject Matter deliverables •Gain understanding of all Catagories: •Identify new opportunities with Relationship Marketing, Interactive current clients Marketing, Shopper Marketing, •Find new business opportunities for Experiential/Promotional Marketing, either my department or pass on to Branding & Design, Data Analytics, Training Clients a peer. Communications Planning Orientation Competition •Get to know my team- details •Learn G2 Competitive Advantages - •Meet other Managers & Executives specifics •Understand G2 Culture and how best to •Identify Competitors and their support collaboration advantages •Meet with Eric Pakurar and decide on my •Begin Tracking System of Top 10 deliverables and timeframe Competitiors •Find mentors: Branding expertise & Agency Strategic Planning XXXXXXXXX
  • 4. •Finish Meeting Client & other departments' leadership •Join a team within the company to •Continue to monitor potential issues help on an ad hoc project •Gather additional analytics regarding •Join a professional association my areas of responsibility & share with •Add Value to position team •Be a mentor to an employee •Be the SME for Clients' Strategy •Make my boss, Eric Pankurar look •Master all G2 Catagories and how great to Executives, Clients and Staff they compliment one another Continue & Build via excellent execution and my contribution •SWOT and I/P Matrix Complete Reputation Projects My 80/20 •Determine my team's best 20% of Ownership •Lead Brand Strategy productivity, innovation, etc. •Find where my expertise can contribute •Commit to identifying how I can increase to a "stuck" project revenue and decrease costs then spend •Begin a project that will make a 80% of my time focused there difference in profitability or efficiency •Identify what 20% of my time is least •Follow up and Follow through on productive and develop new procedures responsibilities - both assigned and self- created
  • 5. •Master pros, cons, limitations and benefits of each technology •Find new ways to advance G2 Brand •Contribute to new technology decisions •Personally take responsibility for managing G2 reputation •Stay current on new technology providers/vendors •Know major stockholders concerns •Regularly meet with other Thought •Write a newsletter article as the basis Leaders on technology contribution to for a white paper or conference pre-determined measurements session presentation Technolgy Steward Innovation P&L Adaptation Ownership •Measurable •Be a Rain Maker by bringing in new •User Experience business opportunities •Attend a conference •Negotiate and win Contracts •Develop Strategic Alliances to advance Global Growth
  • 6. I wrote this ebook in Q1 & Q2, 2011. It is a how-to free gift I wrote for individuals and couples who feel their financial situation is on the precipice and I want to help the come “Back From the Financial Brink”. You can download it here:
  • 7.
  • 8.
  • 9. Corporate Client Consultations / Programs ––––––––––––––––––––––––––––––––––– 40+ Countries on 5 Continents | including 400+ Programs & Seminars / Keynotes with up to 1400+ Attendees Accenture | Booz Allen Hamilton | Ernst & Young | Brown Brothers Harriman Harvard University | MIT | University of Maryland | University of California United States – DOJ, EPA, IRS, SSA, FDA, DOT, State Department | US Army / Navy / Air Force / Coast Guard Fidelity | Citicorp | Invesco | Prudential | Standard & Poors | Washington Mutual | MorganStanley | Aruba Bank | Bank of America | Franklin Templeton | RBTT Bank of Jamaica AT&T | Coca-Cola | Agfa Monotype | CSX | Kraft | DuPont | Kellogg Company | Home Depot | McGraw-Hill | Sony Welch’s | Siemens Kenneth Cole | Porsche | Pfizer | Nokia | Owens Corning | Volvo | Bosch | BellSouth | Starbucks Microsoft | PeopleSoft | Deltek Software | Northrup-Grumman | Orbital Sciences Corporation | Hewlett-Packard