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Initiative and Planning Prioritization WorksheetGet more Done:

2013 Sales PlanAssess & Prioritize WorksheetStrategyInitiativeAligned to 2013 (Y/N)What is Out of Alignment Necessary ChangesComplexity(1-10)Impact(1-10)PriorityA/B/CSocialNNo social presence, lack of social toolsEducate team, implement social tools, create tracking mechancisms79BMine the BaseNNot enough upselling Need to add farmers, need analytics to identify target custeomrs

810A2Adjusted colors to align with corporate PowerPoint template2013 Sales PlanAssess & Prioritize WorksheetStructureInitiativeAligned to 2013 (Y/N)What is Out of Alignment Necessary ChangesComplexity(1-10)Impact(1-10)PriorityA/B/CChannel / Direct MixYHunter / FarmerNNeed more hunters to hit growth targetsNeed to meet with HR ASAP to discuss revised candidate requirements59AInside / OutsideNField resources expensive relative to gross margin target increaseNeed to shift new hires to HQ change travel threshold to $30K deals and above78B3Adjusted colors to align with corporate PowerPoint template2013 Sales PlanAssess & Prioritize WorksheetPeopleInitiativeAligned to 2013 (Y/N)What is Out of Alignment Necessary ChangesComplexity(1-10)Impact(1-10)PriorityA/B/CPromotionYAttrition / TerminationNLikely 10-20% of existing resources not skilled for transitionNeed to profile current sales force for skill gaps Retrain or replace68BTraining & DevelopmentNSales ops significantly underfundedMeet with CEO to negotiate for more training expense allocation910A4Adjusted colors to align with corporate PowerPoint template2013 Sales PlanAssess & Prioritize WorksheetProcessIntiativeAligned to 2013 (Y/N)What is Out of Alignment Necessary ChangesComplexity(1-10)Impact(1-10)PriorityA/B/C5Adjusted colors to align with corporate PowerPoint template