PROCESS TOPICS REVIEWED ACTION ITEMS
ASSESSMENT

“A systematic examination and review of information, results and resources”
Review:
databases
client database
past programs
current products & services

Define target market
Understand:
product lifecycle stage
product positioning
competition

Assess external & internal resources Summarize results of previous programs
Sales Process
Homework
Receive Homework deliverables
Research
Kick off Meeting
Finalize & gain agreement
Documentation of Agreement
Budgets
Goals
Timeframes
Deliverables
Action Plan Overview
Approval
GOALS & OBJECTIVES

"The goal is where we want to be. The objectives are the milestones needed to get there."
Factors that will influence:
Goals
Budgets
Timelines
Manpower
Production
Objectives:
Measurable
Expectations
KPI's
ROI's

Goal Refinement
ACTION PLAN

“A description of what needs to be done, when and by whom to achieve the objectives & reach the goals”
Responsibilities:
who does what
resources

Establish critical path
Timelines
Benchmarks
Management:
reporting
3rd party vendors
internal resources
Meet to finalize Action Plan
Documentation of Action Plan
IMPLEMENTATION

“The deployment and execution of the action plan”
Doing
Verifying
Reporting
Modifying Plan
Modifying Schedule
Trouble shooting
carry out the work
reporting of key milestones
collect data
conference calls
ANALYSIS

“Understanding the results in relationship to your goals through measurement of your goals & objectives
Reporting:
actual vs. expected
analysis
what it means
outside factors
Actions Items:
immediate
next program
Report
Analyze
Recommend
Meet

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