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Lean Engagement Team
                                  Book

                              Coming Soon!
The Collaborative Cycle
of Sales and Marketing
SETTING THE STAGE
   Will Lean ever be sustained unless sales and marketing are
   on board?

   Why start with production if we want to look from the
   customer’s eyes?

   Would it be not be more correct if we did Lean sales and
   marketing first?

   Why can’t we have Quality in Sales and Marketing?
SETTING THE STAGE(cont.)
With few exceptions, every time Lean is introduced to sales and
marketing, it was through Value Stream Mapping with the sole
purpose of removing waste in the process.

They were told what that data meant and as a result what they
should stop doing.

This resulted in neither an increase in sales nor an increase in
value added time with the customer.

Salespeople had every right to scream and ignore the
conversation. All they were ever told to do was gather data.
Lean Engagement Team

 Value Stream Manager
 Team Coordinator
 Sales Team
 Marketing Communication
The implementation and deployment of Lean Sales and Marketing
teams must include a clear definition of roles and matching needed
talent to each team.

Every organization will deploy differently, there is no cookie cutter
approach.

Roles are an important part of this process and the more definition
provided the more effective the individual Teams will be.

Organizations that consider these alignments as an integral part of
their sales and marketing strategy create strategic advantages over
the competition..
The Team Coordinator (TC) maintains the integrity of the processes through coaching and predefined control po




Overview:
   The Value Stream Manager (VSM) represents
   the product/service markets and the business.

   Team Coordinator (TC) maintains the integrity of the
   processes through coaching and predefined control
   points.

   The Sales and Marketing Team (Team) is a cross-
   functional group whose number and expertise are
   derived from the decision-making path of the customer.
   This Team does the actual sales, providing content,
   technical functions, trials, testing, etc.
The Team Coordinator (TC) maintains the integrity of the processes through coaching and predefined control po




  Transaction to teams
  Obtainable goal setting.
  Willingness to train people.
  Commitment to measurement
  Understanding and agreement on the need for processes.
  Dedication to knowledge capture & sharing internally & externally.
  Clear-cut business and/or divisional strategy and objectives.
Value Stream Manager
Identify specific products/markets that offer organization best
options for growth.
Create a value model for each of targeted product or market.
Clearly state the organization’s competitive value proposition.
Identify the direction needed to enhance that value proposition.
Monitor competitive value proposition.
Team Coordinator
Facilitating the team’s progress toward their goal
Ensuring that work being delivered is in tune w/ customer’s needs.
Mentoring the team on Lean processes .
Acting as a buffer for outside interruptions.
SALES PDCA
It is nothing more than a standard
PDCA cycle except the SALES part of
the framework is where the sales team
gets its directions and coaching from
the team coordinator and value
stream manager. Within the actual
PDCA stage the sales team is
empowered to make their own choices
and determine their own direction to
accomplish the goals of that cycle.

One of the key considerations in
developing a team is to determine the
objective of the cycle. Is it primarily
problem-resolution, creativity, or
tactical execution?
Teams
First consider the kind of team needed:

    • Problem Resolution
    • Creativity
    • Tactical execution
Once you've established the objectives, you
choose a team structure to match it.
Without this process you may have creative
teams working on tactical execution or on
the other hand a problem-solving team
working on a creative solution.
As the customer/prospect travels through
their decision-making process our marketing
efforts are implemented in spirals of
increasing knowledge of their process that
converge on the ultimate goal, the correct
solution for the customer. The spiral gets
tighter as we progress. I like to think of it as
an increase in cadence. Passing through
from one spiral to the next is a result of the
customer or, better put, the result of our
increase in knowledge about the customers’
problem and the match of our proposed
solution. This handoff from one PDCA cycle
to another is typically managed through a
control point.
This entire value stream could be managed by
                                         one value stream team or it could be passed to
                                         another value stream team that manages only
                                         that cycle. It all depends on how you set up
                                         your organization. Viewing your value
                                         stream/marketing cycle in this manner creates
                                         endless opportunities for improvement. It is
                                         also much easier to handle the team concept
                                         of sales and marketing with a thought process
                                         of continuous improvement.
The sales and marketing team is a cross-functional group whose number and expertise
are derived from the decision-making path of the customer. The team is first and
foremost the listening post for the customer (prospect), providing the customer with the
information, technology, and support that is required. This is done through a
PDCA/SDCA/EDCA cycle that depending on the complexity may constitute an entire
sales cycle or just a certain portion of the customer’s decision-making process.
Marketing Communications
Handles the marketing communications for the company.
Works closely with Value Stream Managers & Team Coordinators
Provide support for program strategy and value stream.




                                                Web
   Ezine   Mailers   Brochure     Pricing
                                              Presence

  Social    Press
                     Speaking   Advertising    Referral
  Media    Release
Lean Marketing House Trio
Available on Business901:
   • PDF – Instant Download



Available on Amazon:
   • Kindle
   • CD Rom
   • Ring bound
Marketing with Lean Program Series
1.   Lean Marketing House Overview
2.   Driving Market Share
3.   Marketing with PDCA
4.   Marketing with A3
5.   Lean Engagement Team
Visit the Business901 Website
   Information on Lean, Six Sigma, Theory of Constraints, Kanban
                and how they relate to Marketing.

• Over 80 Free eBooks
• Regular Blog Posts
• Podcast with Celebrated Authors, Industry Practitioners
                                      and Leading Thought Leaders

                Our Mission is to bring
    Continuous Improvement to Sales and Marketing.

                   http://business901.com

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Lean Engagement Team

  • 1. Lean Engagement Team Book Coming Soon! The Collaborative Cycle of Sales and Marketing
  • 2. SETTING THE STAGE Will Lean ever be sustained unless sales and marketing are on board? Why start with production if we want to look from the customer’s eyes? Would it be not be more correct if we did Lean sales and marketing first? Why can’t we have Quality in Sales and Marketing?
  • 3. SETTING THE STAGE(cont.) With few exceptions, every time Lean is introduced to sales and marketing, it was through Value Stream Mapping with the sole purpose of removing waste in the process. They were told what that data meant and as a result what they should stop doing. This resulted in neither an increase in sales nor an increase in value added time with the customer. Salespeople had every right to scream and ignore the conversation. All they were ever told to do was gather data.
  • 4. Lean Engagement Team Value Stream Manager Team Coordinator Sales Team Marketing Communication
  • 5. The implementation and deployment of Lean Sales and Marketing teams must include a clear definition of roles and matching needed talent to each team. Every organization will deploy differently, there is no cookie cutter approach. Roles are an important part of this process and the more definition provided the more effective the individual Teams will be. Organizations that consider these alignments as an integral part of their sales and marketing strategy create strategic advantages over the competition..
  • 6. The Team Coordinator (TC) maintains the integrity of the processes through coaching and predefined control po Overview: The Value Stream Manager (VSM) represents the product/service markets and the business. Team Coordinator (TC) maintains the integrity of the processes through coaching and predefined control points. The Sales and Marketing Team (Team) is a cross- functional group whose number and expertise are derived from the decision-making path of the customer. This Team does the actual sales, providing content, technical functions, trials, testing, etc.
  • 7. The Team Coordinator (TC) maintains the integrity of the processes through coaching and predefined control po Transaction to teams Obtainable goal setting. Willingness to train people. Commitment to measurement Understanding and agreement on the need for processes. Dedication to knowledge capture & sharing internally & externally. Clear-cut business and/or divisional strategy and objectives.
  • 8. Value Stream Manager Identify specific products/markets that offer organization best options for growth. Create a value model for each of targeted product or market. Clearly state the organization’s competitive value proposition. Identify the direction needed to enhance that value proposition. Monitor competitive value proposition.
  • 9. Team Coordinator Facilitating the team’s progress toward their goal Ensuring that work being delivered is in tune w/ customer’s needs. Mentoring the team on Lean processes . Acting as a buffer for outside interruptions.
  • 10. SALES PDCA It is nothing more than a standard PDCA cycle except the SALES part of the framework is where the sales team gets its directions and coaching from the team coordinator and value stream manager. Within the actual PDCA stage the sales team is empowered to make their own choices and determine their own direction to accomplish the goals of that cycle. One of the key considerations in developing a team is to determine the objective of the cycle. Is it primarily problem-resolution, creativity, or tactical execution?
  • 11. Teams First consider the kind of team needed: • Problem Resolution • Creativity • Tactical execution Once you've established the objectives, you choose a team structure to match it. Without this process you may have creative teams working on tactical execution or on the other hand a problem-solving team working on a creative solution.
  • 12. As the customer/prospect travels through their decision-making process our marketing efforts are implemented in spirals of increasing knowledge of their process that converge on the ultimate goal, the correct solution for the customer. The spiral gets tighter as we progress. I like to think of it as an increase in cadence. Passing through from one spiral to the next is a result of the customer or, better put, the result of our increase in knowledge about the customers’ problem and the match of our proposed solution. This handoff from one PDCA cycle to another is typically managed through a control point.
  • 13. This entire value stream could be managed by one value stream team or it could be passed to another value stream team that manages only that cycle. It all depends on how you set up your organization. Viewing your value stream/marketing cycle in this manner creates endless opportunities for improvement. It is also much easier to handle the team concept of sales and marketing with a thought process of continuous improvement. The sales and marketing team is a cross-functional group whose number and expertise are derived from the decision-making path of the customer. The team is first and foremost the listening post for the customer (prospect), providing the customer with the information, technology, and support that is required. This is done through a PDCA/SDCA/EDCA cycle that depending on the complexity may constitute an entire sales cycle or just a certain portion of the customer’s decision-making process.
  • 14. Marketing Communications Handles the marketing communications for the company. Works closely with Value Stream Managers & Team Coordinators Provide support for program strategy and value stream. Web Ezine Mailers Brochure Pricing Presence Social Press Speaking Advertising Referral Media Release
  • 15. Lean Marketing House Trio Available on Business901: • PDF – Instant Download Available on Amazon: • Kindle • CD Rom • Ring bound
  • 16. Marketing with Lean Program Series 1. Lean Marketing House Overview 2. Driving Market Share 3. Marketing with PDCA 4. Marketing with A3 5. Lean Engagement Team
  • 17. Visit the Business901 Website Information on Lean, Six Sigma, Theory of Constraints, Kanban and how they relate to Marketing. • Over 80 Free eBooks • Regular Blog Posts • Podcast with Celebrated Authors, Industry Practitioners and Leading Thought Leaders Our Mission is to bring Continuous Improvement to Sales and Marketing. http://business901.com