Patrick Brady Dashboard
Project Goals
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EDUCATION 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 | |
OND SEASONAL DISPLAY SELL IN + | 0 | |||||||||||||
Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK) |
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OND SEASONAL DISPLAY SELL IN + | ||||||||||||||
Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK) |
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OND SEASONAL DISPLAY SELL IN + | ||||||||||||||
Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK) |
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BOH AVO U TRAINING MODULE SIGN UPS + | ||||||||||||||
Achieve 300 sign-ups by end of fiscal year |
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AVO U SELL-IN's + | ||||||||||||||
Sell in one (1) Avo U at AFM's Culinary Center with a key Non-Comm partner at the corporate level. |
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AVO U ON DEMAND + | i75 | |||||||||||||
Generate 75 sign-ups for Avo U on Demand by end of fiscal year |
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CHAIN ACCOUNT STRATEGY REFINEMENT 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 | |
OPERATOR LTO'S + | 11 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | i2 | 0 | |||
Launch a total of twenty (20) LTO's in FY23 with accounts on AFM's Top75 list by end of fiscal |
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NEW OPERATOR PARTNERS + | 3 | 2 | 1 | 1 | 2 | 1 | ||||||||
Of the 20 LTO's at least seven (7) need to be with new partners not executed in FY23 (35% of FY24 LTO's to be with new partners) |
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MONSTER ACCOUNTS LTO'S + | i1 | |||||||||||||
Launch at least one (1) LTO within our Monster accounts |
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RIPE SESSIONS + | i2 | |||||||||||||
Conduct two (2) RIPE sessions with Aspriational, Monster or Tier 1 accounts. |
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PROCESSED TO FRESH CONVERSION + | i1 | |||||||||||||
Convert (1) one operator on AFM's high processed converter list to fresh by end of FY 24. |
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FUNDING COMPLIANCE BY TIER + | i95 | |||||||||||||
Ensure funding compliance of all LTO's per the chain account strategy presentedin FY 24 planning. Maintain a 95% compliance rate by tier (unless an exception is granted by senior leadership). Will be tracked in monthly metrics meetings. Final report and recap to be provided by end of fiscal year |
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TIER 1 ACCOUNTS + | i8 | |||||||||||||
Launch eight (8) LTO's with Tier 1 Accounts |
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TIER 2 ACCOUNTS + | i6 | |||||||||||||
Launch six (6) LTO's with Tier 2 Accounts |
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GROWING POTENTIAL ACCOUNTS + | i5 | |||||||||||||
Launch five (5) LTO's with High Potential Accounts |
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TREND TOURS + | i3 | |||||||||||||
Conduct a total of three (3) trend tours with operator partners. Can either be mixed groups or single operator partners. |
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DISTRIBUTOR/ BROADLINER 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 | |
SALES CONTEST - OND + | i3 | 0 | ||||||||||||
Activate AFM in a sales contest during OND with one of the big 3 distributor partners (ie: Sysco, PFG, US Foods) |
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FY25 PLANNING + | ||||||||||||||
Reevaluate and map Broadliner/Distributor tiers and programs to maximize AFM dollars to volume efficiency during Planning FY25 |
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LOW PERFORMING REGION ACTIVATION + | i1 | |||||||||||||
Develop and launch a sales contest test program in one (1) low performing region by March 2024. Analyze results and make recommendations for future regional contests. |
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CONTINUOUS INDUSTRY EXPOSURE 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 | |
MIM + | i10 | 0 | ||||||||||||
Secure 10 total quality partners to attend trip; 7 operator partners from Top 75 list. 3 Partners from Broadliners/Distributors/Contract Feeders. A minimum of 6 out of 10 participants need to be clients who are not actively promoting with AFM. |
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NRA INTERACTIONS + | i60 | |||||||||||||
Achieve 60 interactions, engagements and/or meetings during NRA |
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CUSTOMER ENTERTAINMENT + | i10 | |||||||||||||
Entertain a minimum of ten (10) quality operators (on Top 75 list) across any of AFM's suites |
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CULINARY CENTER EVENTS + | i2 | |||||||||||||
Develop (2) two incremental Culinary Center events with mixed operator partners in order to gain future usage of the event; sell-in AFM programs |
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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 | |
FOODSERVICE KPIS + | 12% | 12 | ||||||||||||
Develop clear FS KPI's by August 2023 to be presented and updated monthly in the AFM Metrics Committee. |
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FS CHAIN ACCOUNT SEGMENTATION + | ||||||||||||||
Update our FS Chain Account Segmentation by Planning Phase 2 and provide an asssessment that includes learnings and actionable recommendations |
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DEMAND LANDSCAPE STUDY STRATEGIC ASSESSMENT + | ||||||||||||||
Leverage learnings and develop a strategic assessment from the FS Demand Landscape by Planning to help inform the FY25 strategy and build out a base three-year sales road map. |
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FS NEW INNOVATION IDEAS + | ||||||||||||||
Present a proposal during planning identifying never been done before ideas and/or technologies. 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 need to be incorporated into the final plan. |
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HANDHELD AVOCADO MENU PENETRATION + | i1 | |||||||||||||
Increase menu penetration for avocados on handhelds from 45.9 TO 46.4 (1% INCREASE) by fiscal year end as measured by DataEssentials. |
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RE-INVIGORATE GUAC 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 | |
GUACAMOLE MENU PENETRATION GROWTH + | i22 | 0 | ||||||||||||
Recuperate guacamole menu penetration as measured by Dataessentials to 22.4 (same level as 2021) |
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GUACAMOLE LEAD GENERATION + | i15 | |||||||||||||
Reposition guac as trendy throug the launch of of GUAC HEAVEN and secure 15 new leads at NRA |
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GUACAMOLE MENU INCIDENCE GROWTH + | i1 | |||||||||||||
Increase menu penetration for guacamole by menu incidence from 1.2 to 1.3 as measured by Datassential |
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NEW GUACAMOLE PROMOTIONS + | i2 | |||||||||||||
Sell-in new guacamole to two (2) operator partners by end of of fiscal year |
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AVOCADO USAGE EXPANSION + | i2 | |||||||||||||
Sell in Avocado add-ons to two (2) new operators and have them highlighted in marketing POP. |
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FRESH B2B 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 | |
FRESH SEAL INTEGRATION + | i15 | 0 | ||||||||||||
Ensure that 75% (15 of 20) FS LTO's include the Fresh Seal. |
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PROCESSED LIST MEETING TARGET + | ||||||||||||||
Conduct meetings with 5 of our 15 targets. |
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test goal 11/22 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 | |
test objective 1/22 + | i10,000 | 0 | ||||||||||||
test |
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second test 1/22 + | 5,000 | i5,000 | ||||||||||||
test |
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OND 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 | |
OND SEASONAL DISPLAY SELL IN + | 0 | |||||||||||||
Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK) |