Strategic Plan Examples: Case Studies and Free Strategic Planning Template
Strategic Planning and Management Insights
MAY 29, 2023
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free-strategic-planning-template 
How to Create an Insanely Easy Strategic Account Plan + Template
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. What can you do for free and what will need a budget?
Account Planning 
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8 Best Landing Page Builders for Your Business
Nutshell
DECEMBER 8, 2023
A good landing page builder tool will also offer some different templates you can use so you don’t have to create the entire page from scratch. Wix Price: $16+ per month (free plan available) Best for: Beginners Wix isn’t just a landing page builder tool—it can help you build out larger websites as well.
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
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).
Account Planning Template
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?
Workforce planning template: 7 examples + tips
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.
Organization 52
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10 Steps to Win Over Your Client’s New Procurement Team
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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Internal & External Analysis
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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How to Crush Customer Retention with Capture Plans [+ Templates]
Account Manager Tips
MAY 29, 2021
How to create a capture plan Capture planning is an essential strategy to retain your clients. Follow this 12-step capture plan process to fight churn and avoid competitive bids. Capture planning helps fight churn and avoid competitive bid situations (and a whole lot of work too). Capture planning. You guessed it.
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum
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?
Sales Targeting Toolbox for Professional Services Firms
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?
21 Free Courses for Key Account Managers to Boost Your Skills Now
Account Manager Tips
AUGUST 14, 2022
21 free courses for key account managers to boost your skills now A key account manager has to grow and retain their clients. Find out what those skills are, along with 21 free courses to help you become a better key account manager. 10 essential skills for key account managers and where to learn them for free 1. Creativity 2.
5 Times You Shouldn’t Apologize To Your Client
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.
Why Smart Key Account Managers Build a Personal Brand
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.
Key Account Manager or Strategic Ecosystem Leader?
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.
25 Tips for Successfully Promoting Your Public Dashboard (with Templates!)
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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Gap Analysis Explained: What is a Gap Analysis + Why Your Strategic Plan Needs One
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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Highlighted Releases 2022
Arpedio
DECEMBER 19, 2022
Download Account Plan Report: Compile and download Account Plan Reports with the most crucial information in PowerPoint to share with anyone – internally or externally. Start free trial. Start free trial. We are confident that ARPEDIO can benefit your work with complex B2B Sales and Strategic Account Management.
Explaining The VRIO Framework (With A Real-Life Example)
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.
KPI Management: Strategic Planning KPIs
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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An AI Prompt Guide to CREATE a Great Strategic Plan
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.
How to create an effective sales plan: Tips and examples
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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Strategic Alignment Accelerator Template
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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What Is Lead Distribution and How Can You Use It?
Nutshell
MARCH 5, 2024
Definition: Lead distribution is the process of strategically assigning leads to specific sales reps. In other words, it’s essential to distribute leads strategically if you want your lead nurturing process to be as successful as possible. If you’re interested in trying out our platform, check out our 14-day free trial today!
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18 Strategy Development Models and Tools
AchieveIt
SEPTEMBER 11, 2023
Like several areas of business, strategy planning can come in many forms. To help you find the best resources for strategic planning, we’ll explore some popular models and frameworks and valuable planning, management, and tracking tools. In This Article What Are Strategy Development Models?
Introducing AI Assist: Elevating Strategy Execution with Simplified Action Planning, Improved Efficiency, and Transparency
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.
Government 52
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15 Reasons Why You Might be a Bad Account Manager
Account Manager Tips
OCTOBER 11, 2021
Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Key account managers without an action plan will fail.
What Is A Strategic Plan? 6 Essential Steps
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?
Release time to become a more proactive Marketing and Business Development Executive (November 2022)
Red Star Kim
DECEMBER 2, 2022
We can see how more senior members of the M&BD team allocate more time for being proactive – often by focusing on future goals and projects and investing time in analysis, research and planning. So we need to find ways to free up time so that we can be more proactive. Prepare plans. What stops us being proactive?
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How To Do A SWOT Analysis [with examples]
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.
Finance 98
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What is a lead magnet? The ultimate guide (+10 examples)
Zendesk
FEBRUARY 17, 2022
A lead magnet is a free asset or special deal offered to customers in exchange for their contact details. It can be a discount code, webinar, white paper, ebook, template, or another resource. Content creator Visme uses social sharing to promote its lead magnet: a free course. Free consultation. Free trial.
Acquisition 98
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How To Disagree With Your Client
Account Manager Tips
OCTOBER 18, 2022
Get a glimpse of their vision for the 2023 and how they plan to achieve them. Plans and forecasts are already underway if not finalised. Learn the basics of strategic analysis. It's only 9 hours in total to complete and available for free via Coursera. Any changes to budgets, timings or new constraints? The KAM Club.
4 Words You Need To Say To Your Clients Right Now
Account Manager Tips
OCTOBER 12, 2022
Get a glimpse of their vision for the 2023 and how they plan to achieve them. Plans and forecasts are already underway if not finalised. Learn the basics of strategic analysis. It's only 9 hours in total to complete and available for free via Coursera. Any changes to budgets, timings or new constraints? The KAM Club.
How GUBI went from limited account insight to complete stakeholder visibility
Arpedio
JUNE 2, 2022
Everyone was doing their account and opportunity planning using different tools, including spreadsheets, notebooks, and even post-its for important data. The new platform consisted of Salesforce Sales Cloud combined with ARPEDIO’s Relationship Mapping and Account Planning solutions – all implemented by ARPEDIO. The Solutions.
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20 Sales Planning Tools to Boost Sales Productivity and Close More Deals
Hubspot Sales
JULY 22, 2020
In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals. Pricing: Free. Pricing: Free. Pricing: Free. Pricing: Free. Plan 2 Win. Sales Productivity Tools. HubSpot Sales Platform.
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MEDDIC Sales Definition – What Does the Acronym Mean?
Upland
JULY 12, 2023
After all, chasing deals isn’t free. “It’s easy to negate the fact that the cost-to-bid and cost-to-pursue are incredibly significant causes of burnt resources for any sales organization,” she explains. It moved us from talking about qualification to talking about account planning more broadly. There’s simply no way around it.
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How to Develop a Strategic Plan for Business Development [Free Template]
Hubspot Sales
APRIL 4, 2019
It’s usually confused with sales , often overlooked, and only sometimes given the strategic focus it deserves. But how do you develop a business development plan? Strategic Plan. Strategic Plan Template. Pick the most salient points from your strategic plan and list or summarize them here.
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Achieving Uniformity Through a Standard Reporting Process
AchieveIt
JULY 24, 2023
The significance of standardization in reporting Creating a standard reporting process from the outset is a critical step in strategic planning and execution. They enhance cross-functional understanding and create a shared language, making it easier to collaborate and support one another in achieving strategic objectives.
Understanding the power of a stakeholder matrix – A comprehensive guide
Arpedio
OCTOBER 20, 2023
By thoroughly analyzing stakeholders, organizations gain invaluable insights into who holds the power, who can impact decisions, and how to engage stakeholders strategically. Improved Decision-making and communication planning Armed with a comprehensive view of stakeholders, account managers can make more informed decisions.
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How to create an effective customer success plan (+ a template)
Zendesk
OCTOBER 20, 2023
In order for businesses to efficiently and systematically achieve the criteria above they should create customer success plans. Customer success plans can boost customer satisfaction , improve customer retention , lead to future sales, create brand advocates , and increase customer lifetime value (CLV) for your business.
Account Planning: Manage Long-Term Account Development
Arpedio
AUGUST 24, 2022
Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Why Is Sales Account Planning Important? Back to blog.
Key account management strategy: Setting things in motion
PandaDoc
APRIL 21, 2023
Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value. Let’s examine what strategic account management is and the best ways to approach it. What is strategic account management? What is strategic account management?
The Building Blocks of Sales Enablement Learning Experience
Mike Kunkle
NOVEMBER 26, 2022
All the Resources you need to master and apply the course lessons, including the book, templates, topic deep dives, quizzes, and more. Informal At this level, you may be starting to build momentum by doing good work in pockets, without a full-blown charter or strategic alignment. Work to earn a seat at the planning table.
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The 9 Best Landing Page Examples on the Planet
Nutshell
MARCH 12, 2024
Some examples include landing pages for downloading a digital asset, registering for a webinar, or signing up for a free product trial. Use illustrations, photos, and videos strategically in a way that supports your landing page message and reinforces your brand image.
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