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Business review template for Pharma managers
The document outlines an effective review process aimed at improving productivity through pre-, during, and post-review actions. It includes guidance on communication, action plans, follow-ups, sales performance metrics, and customer engagement activities for pharma managers. Additionally, it highlights needed improvements, key trends, and areas requiring support, along with a structured template for ongoing sales evaluations.
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Business review template for Pharma managers
- 1. Effective reviews Improveproductivity Pre Review During Review Post Review • Communicate Action plans – what to do – who will do – by when • Create periodic follow-up meetings • Appreciate and encourage progress Understand : What worked – what did not work Appreciate good outcomes – Clarify expectations Identify risks – create mutually agreed action plans Ask for pre-read material - ensure receipt of slides 1 day in advance Check for action Points done | Not done Create notes - Key questions to be asked
- 2. Business review template ForPharma Managers Sales - Efforts - Activities - Spends
- 3. Key Spendsvs Objective Key Engagements | Activities Sales performance For the Month , Growth Sales performance YTD the Month , Growth # People on Performance | Non-Performance Key Brands on Performance | Non-Performance # People with good efforts | Needs Improvement Key Customer engagements done vs Objective Executive Summary Sales Performance Efforts and Engagements Spends
- 4. Good – toContinue Needs Improvement The Positives & Negatives Text Text Text Text Text Text Text Text Text Text Text Text Text Text
- 5. Status of ActionPoints Status Key action Point Update Done Text here Text Here In Progress Text here Text here Not Done Text here Text Here
- 6.
- 7. Sales by keyBrands Brands Month TGT Month Sales Ach% Surplus or Deficit YTD TGT YTD Sales Ach% Surplus or Deficit YTD GR% Brand 1 Brand 2 Brand 3 Brand 4 Brand 5 Brand 5 Brand 6 Brand 7 Brand 8 Brand 9 Brand 10 Total
- 8. Month / YTDSales Progress Overall Area Month TGT Month Sales Ach% Surplus or Deficit YTD TGT YTD Sales Ach% Surplus or Deficit YTD GR% Area 1 Area 2 Area 3 Area 4 Area 5 Area 6 Zone The same slide may be used for key Brands | new products needing review
- 9. Secondary Sales Trends– total and key Brands Brand Sec Sales Change vs LM Days of Inventory Change vs LM Total
- 10. Customer Engagement Activities ActivityCustomers/ Details
- 11. Activities done Area FF1 FF2 FF 3 FF4 FF 5 Total Area 1 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Area 2 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Area 3 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Area 4 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Area 5 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Area 6 Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Zone Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported Plan / Done/ Reported The same slide may be used for key Brands | new products needing review
- 12. Efforts Area # TMs Above Norms #TMs at 90% or above Norms # TMs below 90% Norms Area 1 Area 2 Area 3 Area 4 Area 5 Area 6 Zone The same slide can be used for key Norms like total calls , Call average , customer coverage , Frequency achieved , Digital usage or any other key norm
- 13. Territories performance The BestPerformers Needs Improvement
- 14. Issues Issues Resolution/ Supportrequired The same slide can be used for Distribution issues | HR issues | Finance issues | Training needs | vacancies and recruitments
- 15. KOL + KeyAccount Management at Region KOL / Place Planned Engagements
- 16. Vacancies | Recruitment AreaVacancies Recruitments On Boarding activity Area 1 Area 2 Area 3 Area 4 Area 5 Area 6 Zone
- 17. Text Text Text Text Expiries Sales Returns People development Training needs Attrition Analysis Rewards Recognitions Review Points
- 18. Text Text Text Text Text Text Text Text Best Practices | Key Initiatives
- 19. Sales Plan -Month | QTR Area Existing Surplus / deficit Target Plan Surplus Deficit Area 1 Area 2 Area 3 Area 4 Area 5 Area 6 Zone Text
- 20. What to doWho will do by When Action Points
- 21.