Lisa Hughes Dashboard
Project Goals
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SEASONALS 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
CURE BOWL + | i1 | 0 | ||||||||||||
Develop and sell in a Cure Bowl themed shopper activation in one (1) retail account in the FL region (pending budget availability). |
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NATIONAL THEMATIC BAGS - BIG GAME + | i1,000,000 | |||||||||||||
Rollout national Super Bowl coupon thematic bags with total reach of 1MM bags. |
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BIG GAME SEASONAL PROGRAMS + | 80,000 | i28,000 | ||||||||||||
Develop a national Big Game seasonal program to reinforce guac occasion with a sell in of 108K EQ bins. |
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NATIONAL THEMATIC BAGS - CINCO + | i1,000,000 | |||||||||||||
Rollout national Cinco coupon thematic bags with total reach of 1MM. |
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CINCO SEASONAL PROGRAM + | 40,000 | i11,600 | ||||||||||||
Develop a national Cinco seasonal program wtith a national partner to reinforce guac occasion with a sell in of 51.6K EQ bins. |
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COUPONS 2023-2024 |
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
COUPON PLATFORM INNOVATION + | 0 | |||||||||||||
Test Aisle & Prodege platforms as part of our coupon innovation strategy. Provide recommendations and benchmark strategy by Planning Phase 1. |
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COUPON STRATEGY & ASSESSMENT + | i1 | |||||||||||||
Conduct an FY24 coupon/rebate results and strategy assessment to understand all platforms' effectivenss/efficiencies/pros/cons and explore any new technologies/platforms. Include an analysis based on the new targeting approach, recommendations for FY25 and present by Planning. |
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TRADE ACCOUNT SPECIFIC COUPON REDEMPTION + | i18 | |||||||||||||
Reach a combined account specific redemption rate (shopper SPAS and/or trade) of 18% by end of year |
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COUPONS SHORT TERM SALES - TARGETED VS NON TARGETED + | i50 | |||||||||||||
Deploy a year round shopper and trade coupon campaign to support our seasonal, shopper power account, and loyalty offers targeting a departmental 50% ratio in targeted coupons. |
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BAG & BULK STRATEGY FY24 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
BAG & BULK MIX ANALYSIS + | 1 | i1 | 0 | |||||||||||
In partnership with Research & Analytics Team, provide 2 update for bag/bulk mix by top 10 US avocado markets (one during the fall and the 2nd in January) and analysis with actionable recommendations. |
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ALDI - OND & SPRING + | ||||||||||||||
Deploy 1 wave of Education bags during OND targeting a 15% unit lift vs YAG in participating top performing divisions and 1 wave of Education bags during Spring targeting a 20% unit lift vs YAG in participating top performing divisions. Results pending information from the account. Target score can be updated pending projection from the account PRIOR to the implemenation of the program. Objective scored 50% for OND and 50% for Spring. |
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MERCHANDISING 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
ENDCAP EXPANSION + | 0 | |||||||||||||
Expand and implement the avocado endcap concept to 1 (one) Tier 1 or Tier 2 account by Spring 2024. Provide recap and results. |
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TURN-KEY KITS + | 1 | 1 | 1 | |||||||||||
Develop and deploy turnkey kits in a minimum of 3 tier 1 and/or Tier 2 retail accounts |
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MERCHANDISING STRATEGY + | ||||||||||||||
Re-evaluate Merchandising strategy inclusive of Portables, Custom Portables and Seasonals with potential new options for bin compliance and present by Planning |
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PORTABLES - PERMANENT + | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | 6,600 | i1,400 | |||
Develop a portable merchandising plan and achieve a sell-in of 67.4k EQ equivalized portables in addition to our seasonal bin displays. |
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CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS + | 1 | 1 | 1 | 1 | 1 | i1 | ||||||||
Develop and deploy custom portable solutions or POS (ie: ripe now ripe later dividers) to 6 Tier 1 -Tier 2 accounts |
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H&W 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
H&W ACTIVATION ASSESSMENT + | i1 | 0 | ||||||||||||
Conduct a strategic assessment of all H&W activations (inclusive of SPAs and Seasonal programs related to H&W) with actionable recommendations by Planning. |
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H&W - ABSCO + | i3 | |||||||||||||
Develop and sell in a H&W shopper power account campaign in at least 3 ABSCO Division. |
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H&W EQUITY INDEX-NON HISPANIC + | i30 | |||||||||||||
Maintain the healthy/nutritious recall at 30% among GM on the FY 24 Spring Brand Tracker |
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H&W EQUITY INDEX-HISPANIC + | i25 | |||||||||||||
Increase the healthy/nutrtitious recall from 23% to 25% among HM on the FY 24 Spring Brand Tracker |
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HISPANIC 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
HISPANIC HERITAGE MONTH + | i100 | 0 | ||||||||||||
Develop and deploy a HHM shopper program in top 8 Hispanic accounts including, Food 4 Less, La Michoacana, Superior Grocers, Cardenas, El Rancho, Northgate, Vallarta, and Food City. Target 15% unit lift in the accounts that are measured by Nielsen. The objective will be scored as follows: 60% of the score will be allocated to securing the top 8 accounts and 40% will be allocated to reaching the targeted unit lift. |
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POST SUPER BOWL + | i100 | |||||||||||||
Develop and deploy a post Super Bowl shopper program in top 8 Hispanic accounts including, Food 4 Less, La Michoacana, Superior Grocers, Cardenas, El Rancho, Northgate, Vallarta, and Food City. Target 10% unit lift in the accounts that are measured by Nielsen. The objective will be scored as follows: 60% of the score will be allocated to securing the top 8 accounts and 40% will be allocated to reaching the targeted unit lift. |
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HISPANIC BAGS + | 1 | |||||||||||||
Develop and introduce our first bag program with our new Hispanic brand messaging and introduce into 1 of the top 10 Hispanic acccounts |
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BASE BUSINESS 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
SPECIAL SUMMER RETAIL TRADE PLAN - MAY - AUGUST 2024 + | 0 | |||||||||||||
Develop a May 2024 - August 2024 market and retail specific summer plan and approach based on market conditions by December 30th, 2023. Plan should coninue to protect share in Kroger, AHOLD, SEG, COSTCO, PRICE CHOPPER AND ALBERTSONS. |
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SHOPPER & TRADE NEW INNOVATION IDEAS + | ||||||||||||||
Present a proposal during planning identifying never been done before ideas and/or technologies for Shopper and Trade. Preliminary ideas to be presented in Planning Phase 1 with final ideas presented in Planning Phase 2. A total of 2 never been done before ideas from each area need to be incorporated into the final plan for a total of 4. |
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WORKING VS NON WORKING DOLLARS + | i80 | |||||||||||||
Maintain an 80% working dollar spend in our overall Shoppper/Trade Marketing budget |
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CORRECT BRANDING IN-STORE - GM AND HM + | i100 | |||||||||||||
Grow correct branding in store from 34% to 36% for GM and 45% to 47% for HM. Objective to be weighted 50/50. |
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NATIONAL TRADE SHOW & SPONSORSHIP 2023-2024 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-23 | Aug-23 | Sep-23 | Oct-23 | Nov-23 | Dec-23 | Jan-24 | Feb-24 | Mar-24 | Apr-24 | May-24 | Jun-24 | Score | |
GLOBAL SHOW FY 24 + | i65 | 0 | ||||||||||||
Lead the planning and logistics of Global Show 2022 and provide a post show recap by December 2022. Gain a total of 65 retailer engagements through the Global Show network opportunities (i.e. booth visitations, impromptu meetings, appointments). |
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GLOBAL SHOW FY 25 + | i1 | |||||||||||||
Conduct a historical review, trends evaluation, and initial proposal for the FY24 Global Show Plan during Planning. Final proposal due by May 2024 |