“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
