Account Planning Business Planning Shareholders Stakeholders 
Account Manager Tips
JUNE 29, 2021
Don't assume because you have the business, you'll keep it. Demonstrate that you value your client's business. Create contact plans to keep in touch with key stakeholders in your company and your client's. GRAHAM Different stakeholders will value different things. Stakeholders value business improvement.
OnStrategyHQ
DECEMBER 20, 2023
To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? What senior leadership members and key stakeholders are included?
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