Unlock business potential with the Key Account Planning Template. Identify, analyse, strategise, and monitor key accounts for sustained growth and success.
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Identify the Key Account
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Review company's products or services relevance to the Key Account
3
Conduct an in-depth analysis of the Key Account's business
4
Analyse the Key Account's industry
5
Identify key decision makers within the Key Account
6
Build a relationship map for the Key Account
7
Determine the Key Account's needs and challenges
8
Evaluate the competitive landscape
9
Approval: Competitive Landscape Analysis
10
Establish short and long term goals for the Key Account
11
Create a SWOT analysis for the Key Account
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Approval: SWOT Analysis
13
Develop a tailored value proposition for the Key Account
14
Devise a tailored strategic approach for the Key Account
15
Establish KPIs to monitor success of the strategy
16
Develop an implementation plan for the strategy
17
Approval: Implementation Plan
18
Communicate the implementation plan to relevant teams
19
Monitor the implementation of the plan
20
Review and adjust the plan as necessary
Identify the Key Account
This task involves identifying the key account for the planning process. It plays a crucial role in determining the focus of the account planning efforts. The desired result is to have a clear understanding of the specific key account. What challenges may arise during this task? How can they be addressed? What tools or resources are required for identification?
Review company's products or services relevance to the Key Account
This task aims to assess the relevance of the company's products or services to the key account. It helps in understanding if the offerings meet the specific needs of the key account. The desired result is to determine the suitability of the products or services. What information is needed to evaluate the relevance? How can any potential gaps be addressed? What tools or resources are required for the review?
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Very relevant
2
Somewhat relevant
3
Not relevant
Conduct an in-depth analysis of the Key Account's business
This task involves analyzing the key account's business in detail. It helps in gaining insights into their operations, industry position, and challenges. The desired result is to have a comprehensive understanding of the key account's business. What specific aspects need to be analyzed? How can the analysis be conducted? What tools or resources are required for this task?
Analyse the Key Account's industry
This task focuses on analyzing the industry in which the key account operates. It helps in understanding the market trends, competition, and potential opportunities. The desired result is to gain insights into the key account's industry. What specific aspects need to be analyzed? How can the analysis be conducted? What resources or tools are required for this task?
Identify key decision makers within the Key Account
This task involves identifying the key individuals who make decisions within the key account. It helps in understanding the decision-making process and building relationships. The desired result is to have a clear list of key decision makers. What information is needed to identify decision makers? How can the information be obtained? What tools or resources are required for this task?
Build a relationship map for the Key Account
This task involves creating a relationship map for the key account. It helps in visualizing the connections between key individuals and departments within the key account. The desired result is to have a comprehensive relationship map. What information or details should be included in the relationship map? How can the map be created? What tools or resources are required for this task?
Determine the Key Account's needs and challenges
This task involves identifying the specific needs and challenges faced by the key account. It helps in tailoring the value proposition and strategic approach accordingly. The desired result is to have a clear understanding of the key account's needs and challenges. What information is needed to determine the needs and challenges? How can the information be obtained? What tools or resources are required for this task?
Evaluate the competitive landscape
This task focuses on evaluating the competitive landscape in which the key account operates. It helps in understanding the competitors and their strengths/weaknesses. The desired result is to gain insights into the competitive landscape. What specific aspects need to be evaluated? How can the evaluation be conducted? What resources or tools are required for this task?
Approval: Competitive Landscape Analysis
Will be submitted for approval:
Evaluate the competitive landscape
Will be submitted
Establish short and long term goals for the Key Account
This task involves setting short and long term goals for the key account. It helps in defining the desired outcomes and aligning the strategies accordingly. The desired result is to have clear goals for the key account. What criteria should be considered when setting goals? How can the goals be defined? What tools or resources are required for this task?
Create a SWOT analysis for the Key Account
This task involves conducting a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis for the key account. It helps in understanding the internal and external factors impacting the account. The desired result is to have a comprehensive SWOT analysis. What specific aspects should be considered in the analysis? How can the analysis be conducted? What tools or resources are required for this task?
Approval: SWOT Analysis
Will be submitted for approval:
Create a SWOT analysis for the Key Account
Will be submitted
Develop a tailored value proposition for the Key Account
This task involves creating a tailored value proposition for the key account. It helps in communicating the unique benefits the company can offer. The desired result is to have a compelling value proposition. What specific benefits or advantages should be highlighted? How can the value proposition be developed? What tools or resources are required for this task?
Devise a tailored strategic approach for the Key Account
This task involves developing a tailored strategic approach for the key account. It helps in aligning the actions and initiatives with the account's needs and goals. The desired result is to have a well-defined strategic approach. What specific actions or initiatives should be included? How can the strategic approach be devised? What tools or resources are required for this task?
Establish KPIs to monitor success of the strategy
This task involves defining Key Performance Indicators (KPIs) to monitor the success of the strategy for the key account. It helps in tracking the progress and making necessary adjustments. The desired result is to have clear KPIs. What specific metrics or measures should be considered? How can the KPIs be established? What resources or tools are required for this task?
Develop an implementation plan for the strategy
This task involves creating an implementation plan for the strategy developed for the key account. It helps in outlining the steps and timeline for executing the strategy. The desired result is to have a comprehensive implementation plan. What specific steps should be included in the plan? How can the plan be developed? What tools or resources are required for this task?
Approval: Implementation Plan
Will be submitted for approval:
Develop an implementation plan for the strategy
Will be submitted
Communicate the implementation plan to relevant teams
This task involves sharing the implementation plan with the relevant teams within the company. It helps in aligning everyone involved and ensuring a smooth execution. The desired result is to have the implementation plan communicated effectively. How should the plan be communicated? How can any potential challenges in communication be addressed? What tools or resources are required for this task?
Monitor the implementation of the plan
This task focuses on monitoring the implementation of the plan for the key account. It helps in tracking the progress and identifying any deviations or obstacles. The desired result is to ensure the plan is being executed successfully. How should the implementation be monitored? What specific measures should be taken? What resources or tools are required for this task?
Review and adjust the plan as necessary
This task involves reviewing the implementation plan for the key account and making necessary adjustments based on the monitoring results. It helps in ensuring the plan remains effective and aligned with the key account's needs. The desired result is to have an updated and optimized plan. How should the plan be reviewed? What factors should be considered for adjustments? What resources or tools are required for this task?
