TOOLS

I am in the process of developing several ‘tools’ to assist marketing and sales managers in various strategic, planning, and analytical activities. These tools will be derived from a combination of practical experience and consulting models, and be designed to simplify and speed up activities, while at the same time optimising the scope of consideration.

Category Scoping and Structuring

	Key Questions
	Process Map
	Output Templates

Future Potential Mapping

	Key Questions
	Growth Driver Templates
	Opportunity Platform

Category Strategy

	Strategic Options Grid
	Executive Summary Model
	Brand Alignment Grid
	Customer Alignment Grid

Customer Engagement

	Customer Plan Template
	Contact Matrix
	Customer Needs Map
	POP Checklist
	Trade Investment ROI

Performance Scorecards

	Category Performance Scorecard
	Brand Performance Scorecard
	Customer Performance Scorecard
	POP Performance Scorecard
	Promotion Evaluation

Business Management

	Ranging Guidelines
	Merchandising Principles
	Price Positioning Model
	POP Activation & Opportunity Assessment
	Agency Brief – Promotions
	Research Brief - Shopper

These tools will be available to be downloaded as generic designs, or else ordered as customised solutions that reflect specific business characteristics and requirements. I can also develop additional tools to meet specific requirements.

DVDs

I am in the process of developing a range of training DVDs that are effective for personal skills development. The material will be offered in focussed modules to make them more cost effective, and enable clients to pick and choose what is most relevant to them at any given point in time.

The content in each DVD will be structured in three parts:

	Theory – key principles and considerations
	Practical – step by step process guidelines
	Tools – material to facilitate application

The DVDs will cover the main elements of Strategic Category Marketing:

	Category Scoping and Structuring
	Consumer, Shopper, and Customer Understanding
	Future Potential Mapping
	Strategic Option Generation
	Strategy Integration
	Customised Trade Propositions
	Customer Joint Working
	Strategic Forward Space Design
	Productive Floor Walking
	Call-to-Action Insight Generation