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strategic-planning-templates 
AchieveIt
MARCH 14, 2023
Local government entities can use strategic planning to ensure various priorities and goals are met, develop effective strategies and tactics to reach those goals, and hold the municipality accountable to itself and the community. Strategic planning requires significant time and effort to see real benefits in your community.
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Hubspot Sales
JULY 7, 2019
By using a strategic account plan to target your top key accounts , you can align your focus to become your customer’s trusted partner, solving problems instead of selling products. This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations.
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ClearPoint Strategy
APRIL 17, 2023
Adopt one of these strategic planning templates as your own!
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Strategic Account Management Association
AUGUST 6, 2021
We needed a different sales strategy and go-to-market approach with regards to strategic and global key accounts, as our existing country-focused structure could not support, let alone scale, the required new concepts. Its mission is to handle defined strategic key accounts. Garnering Executive and External Support.
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ClearPoint Strategy
JANUARY 9, 2024
What are the makings of a solid project tracking template?
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Upland
MAY 4, 2023
Honest Abe knew the value of not launching head-first into something without a considered plan of attack. How are sales teams meant to grow revenue in key accounts without a well-thought-out account planning strategy ? After all, account planning is an ongoing, iterative process. Not necessarily.
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ClearPoint Strategy
JUNE 14, 2023
Having a strategic plan for your nonprofit organization is the first step.
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Strategic Planning and Management Insights
MAY 29, 2023
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Red Star Kim
FEBRUARY 8, 2024
Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Other approaches may consider strategic, market position and income criteria. This will bring a strategic and tactical focus. We talked about two common planning frameworks : The three stage plan: Where are we now?
Account Manager Tips
NOVEMBER 25, 2022
Strategic account planning process 1. Create your strategic account plan Categories Objectives Initiatives 4. Review and revise your account plan Strategic account plan Excel template Strategic account planning resources. Table Of Contents. Where do we want to go? Where are we?
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Red Star Kim
NOVEMBER 13, 2023
Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).
ProlifIQ
MARCH 30, 2023
Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning? Who are their competitors?
Zendesk
NOVEMBER 16, 2023
What is a workforce planning template? A workforce planning template is a guide that helps a business align its workforce with future goals and objectives. Workforce planning templates set businesses up for success by aligning organizational goals with business needs.
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Clarity Engagement Solutions
FEBRUARY 7, 2022
The 1st Industry Cloud Solution on Salesforce to focus exclusively on Strategic Customer Engagement. Clarity CX1™ solves the issue of lack of account plan automation and storage. And it does it using flexible planning templates that can be tailored for each business unit and team. Longer sales cycles. •
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Upland
MAY 18, 2023
Account planning and effective account management strategies are about much, much more than your key accounts. These will be integral when building out an account plan that enables sellers to achieve their desired outcomes. This is why so many attempts at effective account planning go wrong.
Account Manager Tips
NOVEMBER 22, 2022
Find out their focus (functional/supplier or strategic/partner) Evaluate the relationship type: personal, demanding and difficult, or partner What do they think of your relationship? Here are the ten steps you can use to prove yourself a valuable partner to your clients new procurement Share strategic information. Take the long view.
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Envisio
MAY 24, 2023
The answer is your city’s strategic plan. The strategic plan of a city determines what visions you bring to life, and how you intend to do it. A city strategic plan defines a vision for everyone to rally around, keeps employees engaged, and provides a sense of direction for community members.
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OnStrategyHQ
DECEMBER 21, 2023
Your strategic plan is like a flight of stairs. A gap analysis is not merely a 2-step process that focuses on where the organization is now versus where you want it to be in the future, but a fully thought-out action plan to elevate your organization. Importance of gapanalysis to strategic planning.
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Red Star Kim
AUGUST 1, 2023
At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. So here are ideas on how to engage fee-earners in the M&BD planning process. The company might submit a brief.
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Red Star Kim
JUNE 1, 2023
This may take place on a periodic basis – for example, in support of your marketing planning cycle. For example: Strategic Insights – Competitive Legal Intelligence | Legal Solutions UK | Thomson Reuters Others may offer to undertake one-off analyses into key and emerging competitors to support strategic analysis within a firm.
OnStrategyHQ
JANUARY 19, 2024
This is the age of Artificial Intelligence – and as the world grapples with using generative AI models contextually inside their organizations, we’re here to help explore how to use AI practically and incorporate it into your next strategic planning process. However, it cannot design an entire strategic plan for you.
OnStrategyHQ
DECEMBER 21, 2023
A gap analysis is a tool that allows organizations to assess their current state versus their desired future state and create an action plan that allows them to bridge the gap between the two. The core elements of a comprehensive gap analysis template. There are 5 core elements included in any gap analysis template.
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Account Manager Tips
MAY 14, 2021
Create a contact plan: Create a plan to engage with ALL your clients, not just your favourites or those that make the most noise. Create a capture plan: Which clients' contracts expire in the next 12 months and how will you get them to renew? If you don't do account plans, start. Strategic, tactical, issue resolution?
Red Star Kim
JUNE 15, 2023
We covered a lot of material in modules on: Understand (context, aims and strategy), Plan (processes, data and systems) and Implement (activities, skills and motivation). How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives?
Envisio
JUNE 28, 2023
Strategic planning is a key tool for running an effective public sector organization. When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan.
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Flevy
FEBRUARY 25, 2024
Strategic Planning is the quintessential Strategy function that involves setting objectives, analyzing competitive environments, assessing internal capabilities, and devising actionable strategies. The role of Strategic Planning is pivotal across industries, serving as a guiding beacon for decision-making and resource allocation.
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Clarity Engagement Solutions
FEBRUARY 7, 2022
It directly supports our 4 Zones™ of Customer Engagement technology and is the 1st Industry Cloud Solution software on Salesforce Lightning to focus exclusively on Strategic Customer Engagement for organizations and field teams calling on key accounts. Clarity CX1™ solves the issue of lack of account planning & automation and storage.
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ClearPoint Strategy
JULY 28, 2021
The VRIO framework is a strategic analysis tool designed to help organizations uncover and protect the resources and capabilities that give them a long-term competitive advantage. Whether you have one or many sustainable competitive advantages, a VRIO analysis will help you identify and leverage them as part of your strategic plan.
OnStrategyHQ
MAY 1, 2023
The output of completing an internal and external analysis – also known as a strategic analysis – is to have a clear picture of your organization’s current state. How does a strategic analysis fit into strategic planning? Pro Tip: DO NOT SKIP THIS STEP IN PLANNING! Your clearly defined competitive advantages.
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Account Manager Tips
SEPTEMBER 15, 2022
Why key account managers need a personal brand Why I started to build my personal brand Step 1: Figure out your personal brand Step 2: Create a personal branding plan Step 3: Become a student of personal branding Join the Personal Branding Playbook In other news Quote of the week. Account Director, Key Strategic Accounts, Refinity.
Account Manager Tips
SEPTEMBER 7, 2022
Why key account managers need a personal brand Why I started to build my personal brand Step 1: Figure out your personal brand Step 2: Create a personal branding plan Step 3: Become a student of personal branding Join the Personal Branding Playbook In other news Quote of the week. Director of Strategic Customer Success, Tableau Software.
PandaDoc
APRIL 25, 2023
A sales plan is a roadmap that outlines your business’s strategy for selling its products or services. Acting as an essential tool for businesses of all sizes and in all industries, a robust sales plan helps to identify sales goals, target markets, and sales tactics to achieve those goals. What is a sales plan?
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ClearPoint Strategy
FEBRUARY 15, 2022
Mistakes early on in your strategic plan can have major negative impacts and consequences later. You could need to redo your plan after eighteen months, lose staff buy-in, or fail to implement the strategic plan altogether. Looking for more guidance on how to do strategic planning step by step?
Account Manager Tips
MARCH 23, 2021
But if you want details, this definition from Gartner says it all: Key account management (KAM) is the process of planning and managing a mutually beneficial partnership between an organisation and its most important customers. Invested in the relationship and view you as a strategic supplier. Account plan process.
ClearPoint Strategy
JUNE 9, 2021
Historically, corporate planning has always been difficult. Many organizations have failed at trying to get everyone on the same page and agree to the details of a plan—more often than not, their efforts proved to be both ineffective and time consuming. To help you get started, we’ve created this step-by-step SWOT analysis template.
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Envisio
MARCH 5, 2024
AI Assist introduces AI technology to the Envisio platform to help you save time and stay informed with one-click actionable work plans and better progress reporting. AI Assist helps to: Simplify planning and the creation of actionable deliverables with intelligent suggestions for implementing steps in Work Plans.
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ClearPoint Strategy
JUNE 14, 2023
This template may be able to help your organization with strategic planning.
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Envisio
NOVEMBER 17, 2023
From scripts for presenting to elected officials, to templated social media announcements, read on to grab those templates! Ideally, you want to allow staff to have a couple of rounds of updates to refine their plans and performance measures based on feedback. FREE TEMPLATE: Download our Council Presentation Sample Script!
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Account Manager Tips
MARCH 23, 2021
Because you're not just searching for your biggest, but your best customers, who'll generate long-term revenue growth and strategic partnerships. To what extent will your customers invest in the relationship and view you as a strategic supplier? Planning behaviour. Which is why key account management is so important. Solidarity.
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Arpedio
OCTOBER 11, 2021
Key Account Manager or Strategic Ecosystem Leader? Key Account Manager or Strategic Ecosystem Leader? ? What are the top challenges for KAM programs in Europe, and how can the industry association Strategic Account Management Association (SAMA) provide resources and best practices to support success? October 11, 2021.
Shapecast
FEBRUARY 1, 2021
Complete your details on the form to receive your free copy of the Strategic Alignment Accelerator template. In this template, you can create a strategy execution plan which is perfectly aligned to your strategic objectives. How to assess and rank strategic options that align with your objectives.
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CSSP
JUNE 9, 2021
Strategic Planning Expert Robert Bradford. Robert Bradford will be presenting Simplified Strategic Planning in a series of six online presentations starting on June 17. Each session is two hours long and will cover the entirety of the Simplified Strategic Planning process. Click the link below to sign up!
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Account Manager Tips
JUNE 29, 2021
Create contact plans to keep in touch with key stakeholders in your company and your client's. Create capture plans. Create a plan that outlines the steps that will lead to customer renewal. From there, you'll create a capture plan to map out the specific steps you'll take to win that renewal. Improve communication.
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Hubspot Sales
DECEMBER 30, 2020
On the other hand, if you provide them with a strategic sales plan that clearly outlines the company's goals — and a thoughtfully laid out system to get there — you can expect your salespeople to impress. Here, let's dive into what a strategic sales plan is, plus how to make one for your own team. Who is on your team?
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