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Success Plan90Day
Questions that need to
be answered…
How do you measure
success?
Are they the right
measures?
What was your
company built on!
Do you still believe it?
Does your market?
Do you act like it to the
marketplace?
What is your unique
value proposition?
What do we want to
be known for?
How do you create an
emotional connection
between your key
audiences and the
brand?
Is your experience
immersive?
What Is The Organization’s
Journey Map?
Print
Ad
Website
Training
Product
Support
Services
How do you drive consistency of experience?
Do you tell a compelling
story? If not, who is
telling your story for
you today?
Do you drive long-term
*sustainable thinking?
*Sustainable from the standpoint that we are in perpetual organic motion...
Long Term
Short Term
Leap Frog
Innovation
Team
Management
Team
Product
Engineering
Product
Management
Diversify/
Acquire
Maintain/
Penetrate
ParallelPath
CROSS POLLINATION
Innovation Engine
Product
Development
Product
Marketing
ParallelPath
Function
A
Function
B
• Define Measure Analyze Design Verify (DMADV)
• Customer Experience Management (CEM)
• Discovery Determine Execute Evolve (DE²)
Innovation
• Define Measure Analyze Improve Control (DMAIC)
• Plan Do Check Act (PDCA)
•Lean
• Customer Experience Management (CEM)
• Theory Of Constraints (TOC)
• Business Process Improvement (BPI)
•Poka-Yoke
Management
Current State Transition State Improved State
Change Management
Change Acceleration
Current State Transition State Improved State
What Are We
Doing Today
What Do We
Need To Do
How Are We
Going To Get
There
Corporate Strategy
Business Overview
Environmental Scan
Brand Strategy
Customer Engagement
Strategy
Product Management
Strategy
Sales Strategy
Business Objectives
Change Acceleration
Market Research
Product Strategy
Sales Strategy
Business Objectives
Brand Strategy
Market Engagement
Plan
Ipso lorum
Ipso lorum
90 Day Success Plan
What Are We
Doing Today
Corporate Strategy
Corporate Strategy
Vision
Mission
Objectives
Company Values
Company Promise
What does Tagline Drive.
Tagline
Outcome:
Ipso lorum
Opportunity:
Ipso lorum
What Are We
Doing Today
Corporate Strategy
Mission: What Do We Do Everyday to Meet Our Vision
Vision: What Is our long-term goal and competitive advantage
Values: What Words Represent Our Culture
Objectives: What We trying to Achieve
Company Promise: What Can Our Customers Consistently Expect From Us
Cultural Charter
What Are We
Doing Today
Business Overview
Expense Budget (Variable/Fixed)Operating Profit TargetTopline Sales Target
$x MM $x MM
Topline Sales Target
$x MM $x MM
0
20
40
60
80
100
120
140
Q1 -
04
Q3 -
04
Q1 -
05
Q3 -
05
Q1 -
06
Q3 -
06
Q1 -
07
Q3 -
07
Q1 -
08
Q3 -
08
Q1 -
09
Q3 -
09
Q1 -
10
Q3 -
10
Q1 -
11
Q3 -
11
Q1 -
12
Q3 -
12
Q1 -
13
Q3 -
13
Q1 -
14
Q3 -
14
AxisTitle
10 Year Trend Analysis
Sales Revenue
Gross Margin
Operating Profit
Variable Expense
Business Metrics
What Are We
Doing Today
Business Overview Organization Chart
Staff
Management Team
Executive Team
Chairman/Owner CEO
VP VP
What Are We
Doing Today
Environmental Scan
SWOT (Strengths,
Weaknesses,
Opportunities, Threats)
Strengths Weaknesses
Opportunities Threats
InternalExternal
• Ipso lorum • Ipso lorum
• Ipso lorum • Ipso lorum
What Are We
Doing Today
Environmental Scan
PEST (Political,
Economic, Social,
Technical)
Strengths Weaknesses
Opportunities Threats
• Ipso lorum • Ipso lorum
• Ipso lorum • Ipso lorum
What Are We
Doing Today
Environmental Scan
Residential:
Market Potential
Commercial:
New Construction Renovation
30%
30%
30%
30%
WholesaleRetail
WholesaleRetail
50% 25%
50% 50%
30%
30%
WholesaleRetail
30%
30%
WholesaleRetail
What Are We
Doing Today
Environmental Scan
Residential:
Value-Chain
Commercial:
Organization Stakeholder 1 Stakeholder 2 Stakeholder 3
Organization Stakeholder 1 Stakeholder 2 Stakeholder 3
Sub 1 Sub 2
Sub 1 Sub 2
What Are We
Doing Today
Environmental Scan
Residential:
Competitive Analysis
Company A
60%
Competitor
A
12%
Competitor
B
16%
Competitor
C
12%
Commercial:
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Company
A
17%
Competitor
A
25%Competitor
B
33%
Competitor
C
25%
What Are We
Doing Today
Environmental Scan Perceptual Map (product)
Price
Features
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What Are We
Doing Today
Environmental Scan Perceptual Map (service)
Price
Features
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What Are We
Doing Today
Brand Strategy
Brand Strategy
Brand Vision
Brand Mission
Brand Objectives
Brand Values
Brand Promise
Future desired state of the Brand.
How will the brand vision be achieved.
Specific brand objectives that define the measurable milestones that
will be achieved over a defined period of time.
Benchmarks to measure “on-brand” behaviour and performance.
Simple and specific value that the Customer receives. Establishes
the relationship between the brand and the user. Establishes a
promise and an expectation.
What Are We
Doing Today
Brand Strategy Brand Positioning
Brand Strategy Brand Essence
Brand Vision
Brand Mission
Brand Objectives
Brand Values
Brand Promise
Brand Positioning
Personality
Tone & Manner
Brand Positioning is the soul of the brand and what sets it apart from competition. Personality, Tone and Manner define
how the brand comes to life in all expressions and experiences.
What Are We
Doing Today
Brand Strategy
Brand Essence
Brand Positioning
Personality
Tone & Manner
Distinct positioning that sets you apart from others. Answers the
questions (what are we providing? Who are we providing it to? What
are he main benefits? Why is it better than the competition? What
makes it unique and defendable in the marketplace?)
The attribution of human personality traits that sets the brand apart
from others.
Descriptors that set the stage for style, messaging approach
language of internal and external communications.
Brand Essence
What Are We
Doing Today
Brand Strategy Brand Identity
Brand Identity
Name
Logo
Tag Line
Key Messages
Benefits
Brand Essence
Brand Positioning
Personality
Tone & Manner
What Are We
Doing Today
Brand Strategy Brand Hierarchy
Value Proposition
Corporate Strategy
Brand Strategy
Brand Essence
Brand Identity
Communications Product/Service Distribution
What Are We
Doing Today
Customer Engagement
Strategy Customer Mapping
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60% 10%
30%
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Persona Name
Behaviour
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Persona Name
Behaviour
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Persona Name
Behaviious
Placeholder
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What Are We
Doing Today
Customer Engagement
Strategy Customer Motivations
Resource
Efficiency
Finding improved ways to save
time and materials within my
system design
Sustainability Providing products and
building solutions that
have a smaller
environmental
footprint.
Innovation Using new solutions
and products that
provide better results
than conventional
methods.
ReputationEnsuring that the
products and solutions
I provide create trusted
relationships.
Energy
Efficiency
Energy Efficiency -
Identifying solutions that
utilize less energy than
conventional systems.
What Are We
Doing Today
Customer Engagement
Strategy Value-Chain Analysis
Residential:
Commercial:
Organization Stakeholder 1 Stakeholder 2 Stakeholder 3
Organization Stakeholder 1 Stakeholder 2 Stakeholder 3
Sub 1 Sub 2
Sub 1 Sub 2
What Are We
Doing Today
Customer Engagement
Strategy Activity Cycle
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Inspiration&ChoiceSelection
CustomerRelationship
Need
Planning
Shortlist
Building
Enjoyment
Buying
Print
Tradeshow
Brochure
Social
Customer Activity Cycle
(Completing Glauben Machen)
What Are We
Doing Today
Customer Engagement
Strategy Public Relations
Bought Owned
Earned
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What Are We
Doing Today
Customer Engagement
Strategy Experiential Marketing Plan
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Date(s) Time Event City, State Desired Outcome Audience
Ipso lorum All day Ipso lorum Ipso lorum
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information
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Ipso lorum All day Ipso lorum Ipso lorum
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Ipso lorum All day Ipso lorum Ipso lorum
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Ipso lorum All day Ipso lorum Ipso lorum
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information
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Ipso lorum All day Ipso lorum Ipso lorum
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information
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Business Screen
What Are We
Doing Today
Product Strategy
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Business Strengths
BusinessStrengths
Strong Medium Weak
Low
Medium
High
What Are We
Doing Today
Product Strategy Ansoff Matrix
Maintain Penetrate
Market Development Market Diversification
ExistingMarketNewMarket
Markets
Existing Product New Product
Products
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What Are We
Doing Today
Product Strategy BCG Matrix
Stars Question Marks
Cash Cows Dogs
MarketGrowthRate
Relative Market Share
L H
L
H • This is a
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What Are We
Doing Today
Product Strategy Kano Analysis
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Customer Very Dissatisfied
Not Functional Fully Functional
Product
Family
Heating &
Ventilation
Flame
Renewable
Solutions
Loyalty
Program
Product A® Product D™
Product B® Product E™
Place holder text.
Product H®
Product C® Product I™
Product G™
Product
Brands
Programs &
Campaigns
Furniture
Product F™
SystemSolutions
OrganizationBrandHierarchyWhat Are We
Doing Today
Business Overview
Brand Roadmap– Hierarchy,
Product Naming, Segmentation
What Are We
Doing Today
Product Strategy Product Hierarchy
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Product Family
Product Group A Product Group B
Product Type A1 Product Type A2 Product Type A3
What Are We
Doing Today
Business Overview Product Pipeline (12 month)
• Ipso lorum
2015 Q1 2015 Q2 2015 Q3 2015 Q4
CommercialResidential
• Ipso lorum
OEM
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
• Ipso lorum
Markets
Product Attributes:
Target Audience:
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• Ipso lorum
• Ipso lorum
• Ipso lorum
•
• Ipso lorum
• Ipso lorum
• Ipso lorum
Product Benefits:
What Are We
Doing Today
Product Strategy Product Profile
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Product Name:
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What Are We
Doing Today
Product Strategy Product Life Cycle
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Introduction
Growth
Maturity
Decline
Development
SalesRevenue
0
+
What Are We
Doing Today
Product Strategy Product Life Cycle
Competition
Product
Price
Promotion
Place -
distribution
Few More Many Reduced
One
More versions Full product line Best sellers
Skimming or
penetration
Gain market share,
deal
Defend market
share, profit
Stay profitable
Inform, educate
Stress competitive
differences
Reminder oriented Minimal promotion
Limited
More outlets Maximum outlets Fewer outlets
Marketing
Objective
Gain
Awareness
Stress
Differentiation
Maintain Brand
Loyalty
Harvesting,
Deletion
Introduction Growth Maturity Decline
What Do We
Need To Do
Business Objectives Long-term
Expense Budget (Variable/Fixed)Operating Profit TargetTopline Sales Target
$x MM $x MM
Topline Sales Target
$x MM $x MM
Commercial:
50%
30%
30%
WholesaleRetail
Residential:
30%
30%
WholesaleRetail
50%
What Do We
Need To Do
Business Objectives Business Screen
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Business Strengths
BusinessStrengths
Strong Medium Weak
Low
Medium
High
What Do We
Need To Do
Change Acceleration Force field Analysis
Accelerators (+’s)
Things that are working well
Ranking
(1 low – 10
hi)
Resistors (∆’s)
Things that need to change
Ranking
(1 low – 10
hi)
• Ipso lorum 8 • Ipso lorum 8
What Do We
Need To Do
Change Acceleration Critical Success Factors
(Group Exercise)
What activities do we do that are essential to future success?
• Group activities into common categories these become “success factors”
Category A Category B Category C Category D
What Do We
Need To Do
Change Acceleration CAP Profile
Business Success Factors
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- Sales
- Marketing
- Finance
- Customer Service
What Do We
Need To Do
Change Acceleration Constituents Map
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Key Constituents
Constituent A
Constituent B
Constituent C
Constituent D
What Do We
Need To Do
Change Acceleration Stakeholder Analysis
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Stakeholder Strongly
Against
Moderately
Against
Neutral Moderately
Agree
Strongly
Agree
Stakeholder A X
Stakeholder B X
Stakeholder C X
Stakeholder D X
Stakeholder E X
Stakeholder F X
Stakeholder G X
X – stakeholder status – required shift
What Do We
Need To Do
Change Acceleration 3D’s Analysis
Data: Individuals in this category require data to motivate their decision-making on change.
Demonstration: Individuals in this category require you to prove to them that the proposed change will
work.
Diagnosis: Individuals in this category require you to amplify the problem and provide a solution
in order to accept change.
Stakeholder Current State
Acceptance
Future State
Acceptance
Influencer 3D Profile
(Influencer)
Data Action
(Influencer)
Stakeholder A
Stakeholder B
Stakeholder C
Stakeholder D
Stakeholder E
Stakeholder F
Stakeholder G
What Do We
Need To Do
Change Acceleration Influence Strategy
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Monitor Closely Manage with Maximum Effort
Monitor with Minimal Effort Keep Informed
Interest Level
AuthorityLevel
Stakeholder A Stakeholder C
Stakeholder D Stakeholder B
What Do We
Need To Do
Market Research Business Challenges
Challenge:
Business
Challenge
Impact on
Business
Risk if
unresolved
Resolution
(Reduce, Eliminate)
Resource
Requirements
(Financial, Employee)
What Do We
Need To Do
Market Research Primary Objectives
What information about the market do we not understand?
Why do we require this information?
Do we have data which today that can provide insights to answer questions?
What Do We
Need To Do
Business Objectives Secondary Objectives
What Do We
Need To Do
Product Strategy Product Life Cycle
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Introduction
Growth
Maturity
Decline
Development
SalesRevenue
0
+
Product Life Cycle
Competition
Product
Price
Promotion
Place -
distribution
Few More Many Reduced
One
More versions Full product line Best sellers
Skimming or
penetration
Gain market share,
deal
Defend market
share, profit
Stay profitable
Inform, educate
Stress competitive
differences
Reminder oriented Minimal promotion
Limited
More outlets Maximum outlets Fewer outlets
Marketing
Objective
Gain
Awareness
Stress
Differentiation
Maintain Brand
Loyalty
Harvesting,
Deletion
Introduction Growth Maturity Decline
What Do We
Need To Do
Product Strategy
Product Attributes:
Target Audience:
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• Ipso lorum
• Ipso lorum
• Ipso lorum
•
• Ipso lorum
• Ipso lorum
• Ipso lorum
Product Benefits:
Product Profile
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Product Name:
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your own information.
What Do We
Need To Do
Product Strategy
What Do We
Need To Do
Product Strategy Ansoff Matrix
Maintain Penetrate
Market Development Market Diversification
ExistingMarketNewMarket
Markets
Existing Product New Product
Products
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What Do We
Need To Do
Product Strategy BCG Matrix
Stars Question Marks
Cash Cows Dogs
MarketGrowthRate
Relative Market Share
L H
L
H • This is a
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What Do We
Need To Do
Sales Strategy Customer Life Cycle
Opportunity: Conversion Pipeline
Lead
Generation
Lead
Qualification Awareness Interest
Hand-offHand-off
- Activity D1
-Activity D2
- Activity A1
- Activity A2
- Activity B1
- Activity B2
- Activity B3
A
B
E
A B D
Suspect Prospect
- Activity C1
C
C
Marketing
Customer
Purchase Advocacy
- Activity E1
-Activity E2E
Function A
Marketing
Function B Marketing Function C
Sales/
Marketing
What Do We
Need To Do
Sales Strategy Cost To Serve
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Customer A
Customer B
Customer C
Topline Sales
$x MM
Retention Cost
$x MM
Retention Cost
$x MM
Retention Cost
$x MM
Topline Sales
$x MM
Topline Sales
$x MM
How Are We
Going To Get
There
Business Objectives Business Goals
How Are We
Going To Get
There
Brand Strategy Goto Market Plan
Brand Strategy
Brand Vision
Brand Mission
Brand Objectives
Brand Values
Brand Promise
Future desired state of the Brand.
How will the brand vision be achieved.
Specific brand objectives that define the measurable milestones that
will be achieved over a defined period of time.
Benchmarks to measure “on-brand” behaviour and performance.
Simple and specific value that the Customer receives. Establishes
the relationship between the brand and the user. Establishes a
promise and an expectation.
How Are We
Going To Get
There
Brand Strategy
Brand Positioning
Brand Strategy Brand Essence
Brand Vision
Brand Mission
Brand Objectives
Brand Values
Brand Promise
Brand Positioning
Personality
Tone & Manner
Brand Positioning is the soul of the brand and what sets it apart from competition. Personality, Tone and Manner define
how the brand comes to life in all expressions and experiences.
How Are We
Going To Get
There
Brand Strategy
Brand Essence
Brand Positioning
Personality
Tone & Manner
Distinct positioning that sets you apart from others. Answers the
questions (what are we providing? Who are we providing it to? What
are he main benefits? Why is it better than the competition? What
makes it unique and defendable in the marketplace?)
The attribution of human personality traits that sets the brand apart
from others.
Descriptors that set the stage for style, messaging approach
language of internal and external communications.
Brand Essence
How Are We
Going To Get
There
Brand Strategy
Brand Identity
Brand Identity
Name
Logo
Tag Line
Key Messages
Benefits
Brand Essence
Brand Positioning
Personality
Tone & Manner
How Are We
Going To Get
There
Brand Strategy
Brand Hierarchy
Value Proposition
Corporate Strategy
Brand Strategy
Brand Essence
Brand Identity
Communications Product/Service Distribution
How Are We
Going To Get
There
Brand Strategy
Customer Motivations
Resource
Efficiency
Finding improved ways to save
time and materials within my
system design
Sustainability Providing products and
building solutions that
have a smaller
environmental
footprint.
Innovation Using new solutions
and products that
provide better results
than conventional
methods.
ReputationEnsuring that the
products and solutions
I provide create trusted
relationships.
Energy
Efficiency
Energy Efficiency -
Identifying solutions that
utilize less energy than
conventional systems.
How Are We
Going To Get
There
Market Engagement
Strategy
Customer Mapping
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60% 10%
30%
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Persona Name
Behaviour
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Behaviour
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Persona Name
Behaviious
Placeholder
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Placeholder
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How Are We
Going To Get
There
Market Engagement
Plan
Activity Cycle
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Renovation
Activity Cycle
(Design)
Inspiration&ChoiceSelection
CustomerRelationship
Need
Planning
Shortlist
Building
Enjoyment
Buying
Print
Tradeshow
Brochure
Social
How Are We
Going To Get
There
Market Engagement
Plan
Lead Nurturing Protocol
How Are We
Going To Get
There
Market Engagement
Plan
Awareness Engagement Conversion Advocacy
Advertising Framework
How Are We
Going To Get
There
Market Engagement
Plan
Sales Model
Persuasion
Model
Salience Model
Involvement
Model
Sales Model:
This framework, oriented mainly to direct response work, is based on the
premise that the level of sales is the only factor that is worth considering
when measuring the effectiveness of an advertising campaign. This view
holds that all advertising activities are aimed ultimately at shifting product
– generating sales. Advertising is considered to have a short-term direct
impact on sales.
Persuasion Model:
The second framework assumes advertising to work rationally, because
messages are capable of being persuasive. Persuasion is effected by
gradually moving buyers through certain sequential steps. These hierarchy
of effects models assume that buyer decision-making is rational and can
be accurately predicted.
Involvement Model:
Involvement-based advertisements work by drawing members of the
target audience into the advertisement and eliciting a largely emotional
response. Involvement with the product develops as a consequence of
involvement with the advertisement
Salience Model:
This interpretation is based upon the premise that advertising works by
standing out, by being different from all other advertisements in the
product class . The launch of Radion, a soap powder that used the twin
propositions of cleaning and removing odours, was remarkable because
of its ability to ‘shout’ at the audience through the use of lurid colours
and striking presentations.
Source: Edinburgh Business School – Principles of Retailing.
Media Plan
How Are We
Going To Get
There
Market Engagement
Plan
Pub A
Target Audience A
Issues -
Pub B
Target Audience B
Issues -
Pub C
Target Audience A-C
Issues -
Pub D
Target Audience A,C
Issues -
Pub E
Target Audience B
Issues -
# issues, # of Impressions
Insert pic
of
magazine
Target Audience A (Impressions) - # Target Audience B (Impressions) - # Target Audience C (Impressions) - #
Period:
Public Relations
Bought Owned
Earned
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How Are We
Going To Get
There
Market Engagement
Plan
Market Gameplans
Gameplans are tactical sales excution plans that align all activities to business objectives. They outline all short term
activities (3-6 months) so that organizational resources can rally behind market requriements.
How Are We
Going To Get
There
Market Engagement
Plan
Program
Program
Description
Product/Service
Family
Duration Alignment
Forecasted
cost
Forecasted
Sales
*Prioritization
*-see prioritization matrix (slide 81)
Engagement programs are programs that leverage a key member of our value-chain to
acceptance of offering and facilitate sell thru of solutions.
How Are We
Going To Get
There
Market Engagement
Plan
Value-Chain Engagement
Programs
There can be multiple phases to Value-chain Engagement Program. The Goal is to
ensure each phase is executed effectively to drive behaviour and stimulate sales.
Value-Chain
Engagement
Value-Chain Staff
Engagement
Sales Competition
End-user Engagement
Experiential Marketing Plan
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Going To Get
There
Market Engagement
Plan
Date(s) Time Event City, State Desired Outcome Audience
Ipso lorum All day Ipso lorum Ipso lorum
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own information
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own information
Ipso lorum All day Ipso lorum Ipso lorum
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own information
This is a placeholder text.
Replace this text with your
own information
Ipso lorum All day Ipso lorum Ipso lorum
This is a placeholder text.
Replace this text with your
own information
This is a placeholder text.
Replace this text with your
own information
Ipso lorum All day Ipso lorum Ipso lorum
This is a placeholder text.
Replace this text with your
own information
This is a placeholder text.
Replace this text with your
own information
Ipso lorum All day Ipso lorum Ipso lorum
This is a placeholder text.
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own information
This is a placeholder text.
Replace this text with your
own information
Ipso lorum All day Ipso lorum Ipso lorum
This is a placeholder text.
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own information
This is a placeholder text.
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own information
Ipso lorum All day Ipso lorum Ipso lorum
This is a placeholder text.
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own information
This is a placeholder text.
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own information
How Are We
Going To Get
There
Market Engagement
Plan Prioritization Matrix
Home Run El Dorado
Milk Run Red Herring
ImpactonGrowth
Level of Effort
L H
L
H • This is a
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r text.
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this text
with your
own
informatio
n. This text
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is only a
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How Are We
Going To Get
There
Market Engagement
Plan Action Plan
Task Desired
Outcome
Responsibility Deadline Priority
Ipso lorum Ipso lorum Ipso lorum Ipso lorum Ipso lorum
Honeycomb
Organization
Programs
Feature
Product/
Service
Media
Case Studies
PR Plan
Tradeshows
How Are We
Going To Get
There
Market Engagement
Plan
Integrated Planning -
Storyscaping
How Are We
Going To Get
There
Market Engagement
Plan
Customer Experiences

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90 daysuccessplan

  • 2. Questions that need to be answered…
  • 3. How do you measure success? Are they the right measures?
  • 4. What was your company built on! Do you still believe it? Does your market? Do you act like it to the marketplace?
  • 5. What is your unique value proposition? What do we want to be known for?
  • 6. How do you create an emotional connection between your key audiences and the brand? Is your experience immersive?
  • 7. What Is The Organization’s Journey Map? Print Ad Website Training Product Support Services How do you drive consistency of experience?
  • 8. Do you tell a compelling story? If not, who is telling your story for you today?
  • 9. Do you drive long-term *sustainable thinking? *Sustainable from the standpoint that we are in perpetual organic motion...
  • 10. Long Term Short Term Leap Frog Innovation Team Management Team Product Engineering Product Management Diversify/ Acquire Maintain/ Penetrate ParallelPath CROSS POLLINATION Innovation Engine Product Development Product Marketing ParallelPath Function A Function B
  • 11. • Define Measure Analyze Design Verify (DMADV) • Customer Experience Management (CEM) • Discovery Determine Execute Evolve (DE²) Innovation • Define Measure Analyze Improve Control (DMAIC) • Plan Do Check Act (PDCA) •Lean • Customer Experience Management (CEM) • Theory Of Constraints (TOC) • Business Process Improvement (BPI) •Poka-Yoke Management Current State Transition State Improved State Change Management Change Acceleration
  • 12. Current State Transition State Improved State What Are We Doing Today What Do We Need To Do How Are We Going To Get There Corporate Strategy Business Overview Environmental Scan Brand Strategy Customer Engagement Strategy Product Management Strategy Sales Strategy Business Objectives Change Acceleration Market Research Product Strategy Sales Strategy Business Objectives Brand Strategy Market Engagement Plan Ipso lorum Ipso lorum 90 Day Success Plan
  • 13. What Are We Doing Today Corporate Strategy Corporate Strategy Vision Mission Objectives Company Values Company Promise What does Tagline Drive. Tagline Outcome: Ipso lorum Opportunity: Ipso lorum
  • 14. What Are We Doing Today Corporate Strategy Mission: What Do We Do Everyday to Meet Our Vision Vision: What Is our long-term goal and competitive advantage Values: What Words Represent Our Culture Objectives: What We trying to Achieve Company Promise: What Can Our Customers Consistently Expect From Us Cultural Charter
  • 15. What Are We Doing Today Business Overview Expense Budget (Variable/Fixed)Operating Profit TargetTopline Sales Target $x MM $x MM Topline Sales Target $x MM $x MM 0 20 40 60 80 100 120 140 Q1 - 04 Q3 - 04 Q1 - 05 Q3 - 05 Q1 - 06 Q3 - 06 Q1 - 07 Q3 - 07 Q1 - 08 Q3 - 08 Q1 - 09 Q3 - 09 Q1 - 10 Q3 - 10 Q1 - 11 Q3 - 11 Q1 - 12 Q3 - 12 Q1 - 13 Q3 - 13 Q1 - 14 Q3 - 14 AxisTitle 10 Year Trend Analysis Sales Revenue Gross Margin Operating Profit Variable Expense Business Metrics
  • 16. What Are We Doing Today Business Overview Organization Chart Staff Management Team Executive Team Chairman/Owner CEO VP VP
  • 17. What Are We Doing Today Environmental Scan SWOT (Strengths, Weaknesses, Opportunities, Threats) Strengths Weaknesses Opportunities Threats InternalExternal • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum
  • 18. What Are We Doing Today Environmental Scan PEST (Political, Economic, Social, Technical) Strengths Weaknesses Opportunities Threats • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum
  • 19. What Are We Doing Today Environmental Scan Residential: Market Potential Commercial: New Construction Renovation 30% 30% 30% 30% WholesaleRetail WholesaleRetail 50% 25% 50% 50% 30% 30% WholesaleRetail 30% 30% WholesaleRetail
  • 20. What Are We Doing Today Environmental Scan Residential: Value-Chain Commercial: Organization Stakeholder 1 Stakeholder 2 Stakeholder 3 Organization Stakeholder 1 Stakeholder 2 Stakeholder 3 Sub 1 Sub 2 Sub 1 Sub 2
  • 21. What Are We Doing Today Environmental Scan Residential: Competitive Analysis Company A 60% Competitor A 12% Competitor B 16% Competitor C 12% Commercial: • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Company A 17% Competitor A 25%Competitor B 33% Competitor C 25%
  • 22. What Are We Doing Today Environmental Scan Perceptual Map (product) Price Features • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder.
  • 23. What Are We Doing Today Environmental Scan Perceptual Map (service) Price Features • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder.
  • 24. What Are We Doing Today Brand Strategy Brand Strategy Brand Vision Brand Mission Brand Objectives Brand Values Brand Promise Future desired state of the Brand. How will the brand vision be achieved. Specific brand objectives that define the measurable milestones that will be achieved over a defined period of time. Benchmarks to measure “on-brand” behaviour and performance. Simple and specific value that the Customer receives. Establishes the relationship between the brand and the user. Establishes a promise and an expectation.
  • 25. What Are We Doing Today Brand Strategy Brand Positioning Brand Strategy Brand Essence Brand Vision Brand Mission Brand Objectives Brand Values Brand Promise Brand Positioning Personality Tone & Manner Brand Positioning is the soul of the brand and what sets it apart from competition. Personality, Tone and Manner define how the brand comes to life in all expressions and experiences.
  • 26. What Are We Doing Today Brand Strategy Brand Essence Brand Positioning Personality Tone & Manner Distinct positioning that sets you apart from others. Answers the questions (what are we providing? Who are we providing it to? What are he main benefits? Why is it better than the competition? What makes it unique and defendable in the marketplace?) The attribution of human personality traits that sets the brand apart from others. Descriptors that set the stage for style, messaging approach language of internal and external communications. Brand Essence
  • 27. What Are We Doing Today Brand Strategy Brand Identity Brand Identity Name Logo Tag Line Key Messages Benefits Brand Essence Brand Positioning Personality Tone & Manner
  • 28. What Are We Doing Today Brand Strategy Brand Hierarchy Value Proposition Corporate Strategy Brand Strategy Brand Essence Brand Identity Communications Product/Service Distribution
  • 29. What Are We Doing Today Customer Engagement Strategy Customer Mapping • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. 60% 10% 30% Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviour This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviour This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviious Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder.
  • 30. What Are We Doing Today Customer Engagement Strategy Customer Motivations Resource Efficiency Finding improved ways to save time and materials within my system design Sustainability Providing products and building solutions that have a smaller environmental footprint. Innovation Using new solutions and products that provide better results than conventional methods. ReputationEnsuring that the products and solutions I provide create trusted relationships. Energy Efficiency Energy Efficiency - Identifying solutions that utilize less energy than conventional systems.
  • 31. What Are We Doing Today Customer Engagement Strategy Value-Chain Analysis Residential: Commercial: Organization Stakeholder 1 Stakeholder 2 Stakeholder 3 Organization Stakeholder 1 Stakeholder 2 Stakeholder 3 Sub 1 Sub 2 Sub 1 Sub 2
  • 32. What Are We Doing Today Customer Engagement Strategy Activity Cycle • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Inspiration&ChoiceSelection CustomerRelationship Need Planning Shortlist Building Enjoyment Buying Print Tradeshow Brochure Social Customer Activity Cycle (Completing Glauben Machen)
  • 33. What Are We Doing Today Customer Engagement Strategy Public Relations Bought Owned Earned • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder.
  • 34. What Are We Doing Today Customer Engagement Strategy Experiential Marketing Plan • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Date(s) Time Event City, State Desired Outcome Audience Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information
  • 35. Business Screen What Are We Doing Today Product Strategy This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Business Strengths BusinessStrengths Strong Medium Weak Low Medium High
  • 36. What Are We Doing Today Product Strategy Ansoff Matrix Maintain Penetrate Market Development Market Diversification ExistingMarketNewMarket Markets Existing Product New Product Products • This is a placeholde r text. Replace this text with your own informatio n. This text demonstra tes how your text will look like. Type your text here, this is only a placeholde r.
  • 37. What Are We Doing Today Product Strategy BCG Matrix Stars Question Marks Cash Cows Dogs MarketGrowthRate Relative Market Share L H L H • This is a placeholde r text. Replace this text with your own informatio n. This text demonstra tes how your text will look like. Type your text here, this is only a placeholde r.
  • 38. What Are We Doing Today Product Strategy Kano Analysis • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Customer Very Dissatisfied Not Functional Fully Functional
  • 39. Product Family Heating & Ventilation Flame Renewable Solutions Loyalty Program Product A® Product D™ Product B® Product E™ Place holder text. Product H® Product C® Product I™ Product G™ Product Brands Programs & Campaigns Furniture Product F™ SystemSolutions OrganizationBrandHierarchyWhat Are We Doing Today Business Overview Brand Roadmap– Hierarchy, Product Naming, Segmentation
  • 40. What Are We Doing Today Product Strategy Product Hierarchy • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Product Family Product Group A Product Group B Product Type A1 Product Type A2 Product Type A3
  • 41. What Are We Doing Today Business Overview Product Pipeline (12 month) • Ipso lorum 2015 Q1 2015 Q2 2015 Q3 2015 Q4 CommercialResidential • Ipso lorum OEM • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum • Ipso lorum Markets
  • 42. Product Attributes: Target Audience: • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • Ipso lorum • Ipso lorum • Ipso lorum • • Ipso lorum • Ipso lorum • Ipso lorum Product Benefits: What Are We Doing Today Product Strategy Product Profile • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Product Name: • This is a placeholder text. Replace this text with your own information.
  • 43. What Are We Doing Today Product Strategy Product Life Cycle • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Introduction Growth Maturity Decline Development SalesRevenue 0 +
  • 44. What Are We Doing Today Product Strategy Product Life Cycle Competition Product Price Promotion Place - distribution Few More Many Reduced One More versions Full product line Best sellers Skimming or penetration Gain market share, deal Defend market share, profit Stay profitable Inform, educate Stress competitive differences Reminder oriented Minimal promotion Limited More outlets Maximum outlets Fewer outlets Marketing Objective Gain Awareness Stress Differentiation Maintain Brand Loyalty Harvesting, Deletion Introduction Growth Maturity Decline
  • 45. What Do We Need To Do Business Objectives Long-term Expense Budget (Variable/Fixed)Operating Profit TargetTopline Sales Target $x MM $x MM Topline Sales Target $x MM $x MM Commercial: 50% 30% 30% WholesaleRetail Residential: 30% 30% WholesaleRetail 50%
  • 46. What Do We Need To Do Business Objectives Business Screen This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Business Strengths BusinessStrengths Strong Medium Weak Low Medium High
  • 47. What Do We Need To Do Change Acceleration Force field Analysis Accelerators (+’s) Things that are working well Ranking (1 low – 10 hi) Resistors (∆’s) Things that need to change Ranking (1 low – 10 hi) • Ipso lorum 8 • Ipso lorum 8
  • 48. What Do We Need To Do Change Acceleration Critical Success Factors (Group Exercise) What activities do we do that are essential to future success? • Group activities into common categories these become “success factors” Category A Category B Category C Category D
  • 49. What Do We Need To Do Change Acceleration CAP Profile Business Success Factors This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. - Sales - Marketing - Finance - Customer Service
  • 50. What Do We Need To Do Change Acceleration Constituents Map • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Key Constituents Constituent A Constituent B Constituent C Constituent D
  • 51. What Do We Need To Do Change Acceleration Stakeholder Analysis This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Stakeholder Strongly Against Moderately Against Neutral Moderately Agree Strongly Agree Stakeholder A X Stakeholder B X Stakeholder C X Stakeholder D X Stakeholder E X Stakeholder F X Stakeholder G X X – stakeholder status – required shift
  • 52. What Do We Need To Do Change Acceleration 3D’s Analysis Data: Individuals in this category require data to motivate their decision-making on change. Demonstration: Individuals in this category require you to prove to them that the proposed change will work. Diagnosis: Individuals in this category require you to amplify the problem and provide a solution in order to accept change. Stakeholder Current State Acceptance Future State Acceptance Influencer 3D Profile (Influencer) Data Action (Influencer) Stakeholder A Stakeholder B Stakeholder C Stakeholder D Stakeholder E Stakeholder F Stakeholder G
  • 53. What Do We Need To Do Change Acceleration Influence Strategy This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Monitor Closely Manage with Maximum Effort Monitor with Minimal Effort Keep Informed Interest Level AuthorityLevel Stakeholder A Stakeholder C Stakeholder D Stakeholder B
  • 54. What Do We Need To Do Market Research Business Challenges Challenge: Business Challenge Impact on Business Risk if unresolved Resolution (Reduce, Eliminate) Resource Requirements (Financial, Employee)
  • 55. What Do We Need To Do Market Research Primary Objectives What information about the market do we not understand? Why do we require this information? Do we have data which today that can provide insights to answer questions?
  • 56. What Do We Need To Do Business Objectives Secondary Objectives
  • 57. What Do We Need To Do Product Strategy Product Life Cycle • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Introduction Growth Maturity Decline Development SalesRevenue 0 +
  • 58. Product Life Cycle Competition Product Price Promotion Place - distribution Few More Many Reduced One More versions Full product line Best sellers Skimming or penetration Gain market share, deal Defend market share, profit Stay profitable Inform, educate Stress competitive differences Reminder oriented Minimal promotion Limited More outlets Maximum outlets Fewer outlets Marketing Objective Gain Awareness Stress Differentiation Maintain Brand Loyalty Harvesting, Deletion Introduction Growth Maturity Decline What Do We Need To Do Product Strategy
  • 59. Product Attributes: Target Audience: • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • Ipso lorum • Ipso lorum • Ipso lorum • • Ipso lorum • Ipso lorum • Ipso lorum Product Benefits: Product Profile • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Product Name: • This is a placeholder text. Replace this text with your own information. What Do We Need To Do Product Strategy
  • 60. What Do We Need To Do Product Strategy Ansoff Matrix Maintain Penetrate Market Development Market Diversification ExistingMarketNewMarket Markets Existing Product New Product Products • This is a placeholde r text. Replace this text with your own informatio n. This text demonstra tes how your text will look like. Type your text here, this is only a placeholde r.
  • 61. What Do We Need To Do Product Strategy BCG Matrix Stars Question Marks Cash Cows Dogs MarketGrowthRate Relative Market Share L H L H • This is a placeholde r text. Replace this text with your own informatio n. This text demonstra tes how your text will look like. Type your text here, this is only a placeholde r.
  • 62. What Do We Need To Do Sales Strategy Customer Life Cycle Opportunity: Conversion Pipeline Lead Generation Lead Qualification Awareness Interest Hand-offHand-off - Activity D1 -Activity D2 - Activity A1 - Activity A2 - Activity B1 - Activity B2 - Activity B3 A B E A B D Suspect Prospect - Activity C1 C C Marketing Customer Purchase Advocacy - Activity E1 -Activity E2E Function A Marketing Function B Marketing Function C Sales/ Marketing
  • 63. What Do We Need To Do Sales Strategy Cost To Serve • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Customer A Customer B Customer C Topline Sales $x MM Retention Cost $x MM Retention Cost $x MM Retention Cost $x MM Topline Sales $x MM Topline Sales $x MM
  • 64. How Are We Going To Get There Business Objectives Business Goals
  • 65. How Are We Going To Get There Brand Strategy Goto Market Plan
  • 66. Brand Strategy Brand Vision Brand Mission Brand Objectives Brand Values Brand Promise Future desired state of the Brand. How will the brand vision be achieved. Specific brand objectives that define the measurable milestones that will be achieved over a defined period of time. Benchmarks to measure “on-brand” behaviour and performance. Simple and specific value that the Customer receives. Establishes the relationship between the brand and the user. Establishes a promise and an expectation. How Are We Going To Get There Brand Strategy
  • 67. Brand Positioning Brand Strategy Brand Essence Brand Vision Brand Mission Brand Objectives Brand Values Brand Promise Brand Positioning Personality Tone & Manner Brand Positioning is the soul of the brand and what sets it apart from competition. Personality, Tone and Manner define how the brand comes to life in all expressions and experiences. How Are We Going To Get There Brand Strategy
  • 68. Brand Essence Brand Positioning Personality Tone & Manner Distinct positioning that sets you apart from others. Answers the questions (what are we providing? Who are we providing it to? What are he main benefits? Why is it better than the competition? What makes it unique and defendable in the marketplace?) The attribution of human personality traits that sets the brand apart from others. Descriptors that set the stage for style, messaging approach language of internal and external communications. Brand Essence How Are We Going To Get There Brand Strategy
  • 69. Brand Identity Brand Identity Name Logo Tag Line Key Messages Benefits Brand Essence Brand Positioning Personality Tone & Manner How Are We Going To Get There Brand Strategy
  • 70. Brand Hierarchy Value Proposition Corporate Strategy Brand Strategy Brand Essence Brand Identity Communications Product/Service Distribution How Are We Going To Get There Brand Strategy
  • 71. Customer Motivations Resource Efficiency Finding improved ways to save time and materials within my system design Sustainability Providing products and building solutions that have a smaller environmental footprint. Innovation Using new solutions and products that provide better results than conventional methods. ReputationEnsuring that the products and solutions I provide create trusted relationships. Energy Efficiency Energy Efficiency - Identifying solutions that utilize less energy than conventional systems. How Are We Going To Get There Market Engagement Strategy
  • 72. Customer Mapping • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. 60% 10% 30% Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviour This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviour This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Persona Name Behaviious Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Placeholder This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. How Are We Going To Get There Market Engagement Plan
  • 73. Activity Cycle • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. Renovation Activity Cycle (Design) Inspiration&ChoiceSelection CustomerRelationship Need Planning Shortlist Building Enjoyment Buying Print Tradeshow Brochure Social How Are We Going To Get There Market Engagement Plan
  • 74. Lead Nurturing Protocol How Are We Going To Get There Market Engagement Plan Awareness Engagement Conversion Advocacy
  • 75. Advertising Framework How Are We Going To Get There Market Engagement Plan Sales Model Persuasion Model Salience Model Involvement Model Sales Model: This framework, oriented mainly to direct response work, is based on the premise that the level of sales is the only factor that is worth considering when measuring the effectiveness of an advertising campaign. This view holds that all advertising activities are aimed ultimately at shifting product – generating sales. Advertising is considered to have a short-term direct impact on sales. Persuasion Model: The second framework assumes advertising to work rationally, because messages are capable of being persuasive. Persuasion is effected by gradually moving buyers through certain sequential steps. These hierarchy of effects models assume that buyer decision-making is rational and can be accurately predicted. Involvement Model: Involvement-based advertisements work by drawing members of the target audience into the advertisement and eliciting a largely emotional response. Involvement with the product develops as a consequence of involvement with the advertisement Salience Model: This interpretation is based upon the premise that advertising works by standing out, by being different from all other advertisements in the product class . The launch of Radion, a soap powder that used the twin propositions of cleaning and removing odours, was remarkable because of its ability to ‘shout’ at the audience through the use of lurid colours and striking presentations. Source: Edinburgh Business School – Principles of Retailing.
  • 76. Media Plan How Are We Going To Get There Market Engagement Plan Pub A Target Audience A Issues - Pub B Target Audience B Issues - Pub C Target Audience A-C Issues - Pub D Target Audience A,C Issues - Pub E Target Audience B Issues - # issues, # of Impressions Insert pic of magazine Target Audience A (Impressions) - # Target Audience B (Impressions) - # Target Audience C (Impressions) - # Period:
  • 77. Public Relations Bought Owned Earned • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. How Are We Going To Get There Market Engagement Plan
  • 78. Market Gameplans Gameplans are tactical sales excution plans that align all activities to business objectives. They outline all short term activities (3-6 months) so that organizational resources can rally behind market requriements. How Are We Going To Get There Market Engagement Plan Program Program Description Product/Service Family Duration Alignment Forecasted cost Forecasted Sales *Prioritization *-see prioritization matrix (slide 81)
  • 79. Engagement programs are programs that leverage a key member of our value-chain to acceptance of offering and facilitate sell thru of solutions. How Are We Going To Get There Market Engagement Plan Value-Chain Engagement Programs There can be multiple phases to Value-chain Engagement Program. The Goal is to ensure each phase is executed effectively to drive behaviour and stimulate sales. Value-Chain Engagement Value-Chain Staff Engagement Sales Competition End-user Engagement
  • 80. Experiential Marketing Plan • This is a placeholder text. Replace this text with your own information. This text demonstrates how your text will look like. Type your text here, this is only a placeholder. How Are We Going To Get There Market Engagement Plan Date(s) Time Event City, State Desired Outcome Audience Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information Ipso lorum All day Ipso lorum Ipso lorum This is a placeholder text. Replace this text with your own information This is a placeholder text. Replace this text with your own information
  • 81. How Are We Going To Get There Market Engagement Plan Prioritization Matrix Home Run El Dorado Milk Run Red Herring ImpactonGrowth Level of Effort L H L H • This is a placeholde r text. Replace this text with your own informatio n. This text demonstra tes how your text will look like. Type your text here, this is only a placeholde r.
  • 82. How Are We Going To Get There Market Engagement Plan Action Plan Task Desired Outcome Responsibility Deadline Priority Ipso lorum Ipso lorum Ipso lorum Ipso lorum Ipso lorum
  • 84. Integrated Planning - Storyscaping How Are We Going To Get There Market Engagement Plan Customer Experiences

Editor's Notes

  1. This is how progressive organizations need to think and structure their resources. It is the most effective way to manage current and future market opportunities…
  2. There are a variety of methodologies that can be leveraged to drive change acceleration. The most effective way to drive change is embrace the one that meets the needs and current state of the business culture and integrate and leverage to drive consistency. It is also important to understand where your business needs to be and build your business processes and methodologies to grow and evolve with your business culture.
  3. Here is a sample business plan that can be used to drive change or begin a new journey. This is a living plan that needs to adapt as you learn and refine thinking.
  4. This is the Canadian Marketing Association’s approach to brand hierarchy with some modifications on what elements of a goto market strategy needs to be considered.
  5. An organization literally is a group of people working towards a common goal/purpose. If the leadership cannot articulate the goals or objectives of the organization its resources may become confused and misdirected, this may result in poor outcomes and market failure. A successful culture is one in which everyone knows the overarching goals and vision and the part they play in achieving success.
  6. In order to know where we are going it’s important to recognize where we have been. This quick analysis provides insights on high-level trends and business operating objectives.
  7. An organization whether it is hierarchical, flat or matrixed it’s important for everyone to know segregation of role/responsibility and how the functions will work together to avoid fiefdoms being created along with beauraucracy.
  8. Market analysis begins with proper environmental scanning and the SWOT tool is an effective tool that allows team to self reflect before looking outside at the marketplace.
  9. The environmental scan continues with macro and micro market insights on what is the business environment the organization needs to perform within.
  10. It is very important for organizations to understand their market share and in order to do this market potential with required. This can be viewed with two lenses the current market today and the market today plus any adjacent or new markets that have not been pursued. It is a good exercise to involve the Business Development, Sales and Marketing teams and will clarify for everyone what we are today and what we can become tomorrow.
  11. In B2B markets you have very complex value-chains meaning the channel partners that assist organizations get their products and/or services to market. This needs to be done my market sector which may differ greatly and allow teams to begin to understand the various audiences they need to engage and the influence strategy that needs to be built in order to have long-term sustainable success.
  12. A detailed competitive assessment by market is important to provide a baseline of the organization’s market share.
  13. Perceptual mapping provides insights on how the organizations products aligns with competitors in the marketplace on the dimensions of price and features.
  14. Perceptual mapping provides insights on how the organizations services aligns with competitors in the marketplace on the dimensions of price and features.
  15. The organizations organizational strategy aligns with the organizations brand strategy. Because the company’s brand is it’s story and ultimately promise to the marketplace and it’s partners.
  16. The Brand strategy then is drilled down to the essence which is what will be communicated to your various audiences.
  17. The Brand identity is where the rubber meets the road. This are the identifiable elements that the market will associate with your organization and it’s story and promise.
  18. Here is how everything is interrelated and should ensure a consistent and succinct approach to branding. The entire structure was provided by the CMA as part of their integrated branding course.
  19. Customer mapping allows you to create psychographic profiles for buyers under your customer segments. This ensures that you are sensitive to all members within the segment and understand not only how to engage, but maybe in some instances understand the buyers you may want your team to avoid.
  20. So now that you have your story you must ensure that it stays relevant to your key audiences. This can be done by crating an engagement strategy that outlines Customer motiviations because ensuring you meet their motivations to create mutually beneficial relationships is the only sure fire way to move Customers from prospects to partners.
  21. Understandin an organizations value-chain is paramount to success in engaging partners. It helps clarify what stakeholders influence others when building your goto market strategies.
  22. This tool allows you to reflect on how your key Customers make their purchase decisions, then asks the question, do your tools and tactics help facilitate that decision?
  23. Your public relations strategy needs to segregate activities under the key areas which your results are created and by whom and what organizational assets.
  24. Every organization has events or market activities they coordinate in order to allow their market to experience the brand and it’s promise. It’s important to capture all these activities and ensure that the message and experience are aligning to the organizational charter.
  25. Market segmentation is not an easy task, but it doesn’t have to be daunting either. It begins with understanding that your business needs to be viewed under a variety of diffferent lenses. These lenese allow you to uncover busienss strengths, opportunities and weaknesses, and align them to market tactics.
  26. The Ansoff matrix allows an organization to understand how s serves its markets and products. The tool can also be viewed at a Customer level by replacing the market axis with “Customer”
  27. Understnding your product/service portfolio and how each offering contributes to the business is important in your management decision making and goto market plans, some organizations that sell solutions will find that while some offerings are dogs they may be necessary as the contribute to the makret penetration of another offering.
  28. Kano Analysis takes your product and service offering an allows you to understand whether or not it has the right elements which the market perceives as value-added.
  29. It is very important to have a product heirarchy, many organizations have a variety of offerings, but no real understanding of how they align and how these can be pulled together under a cohesive campaign or program for Customer engagement.
  30. The Customer experience is made up of all the ways in which you, your organization and your partners interact with each other and the marketplace. It is unique to each individual but can be consistent in terms of essence.