Patrick Brady Dashboard

Project Goals

Project Goals
EDUCATION
2023-2024
Q1 Q2 Q3 Q4
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)

OND SEASONAL DISPLAY SELL IN +

Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK)

OND SEASONAL DISPLAY SELL IN +

Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK)

BOH AVO U TRAINING MODULE SIGN UPS +

Achieve 300 sign-ups by end of fiscal year

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. 

AVO U ON DEMAND + i75

Generate  75 sign-ups for Avo U on Demand by end of fiscal year

Project Goals
CHAIN ACCOUNT STRATEGY REFINEMENT
2023-2024
Q1 Q2 Q3 Q4
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 

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)

MONSTER ACCOUNTS LTO'S + i1

Launch at least one (1) LTO within our Monster accounts

RIPE SESSIONS + i2

Conduct two (2) RIPE sessions with Aspriational, Monster or Tier 1 accounts. 

PROCESSED TO FRESH CONVERSION + i1

Convert (1) one operator on AFM's high processed converter list to fresh by end of FY 24.

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

TIER 1 ACCOUNTS + i8

Launch eight (8) LTO's with Tier 1 Accounts

TIER 2 ACCOUNTS + i6

Launch six (6) LTO's with Tier 2 Accounts 

GROWING POTENTIAL ACCOUNTS + i5

Launch five (5) LTO's with High Potential Accounts 

TREND TOURS + i3

Conduct a total of three (3) trend tours with operator partners. Can either be mixed groups or single operator partners. 

Project Goals
DISTRIBUTOR/ BROADLINER
2023-2024
Q1 Q2 Q3 Q4
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)

FY25 PLANNING +

Reevaluate and map Broadliner/Distributor tiers and programs to maximize AFM dollars to volume efficiency during Planning FY25

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.

Project Goals
CONTINUOUS INDUSTRY EXPOSURE
2023-2024
Q1 Q2 Q3 Q4
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.

NRA INTERACTIONS + i60

Achieve 60 interactions, engagements and/or meetings during NRA

CUSTOMER ENTERTAINMENT + i10

Entertain a minimum of ten (10) quality operators (on Top 75 list) across any of AFM's suites

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

Project Goals
BASE BUSINESS
2023-2024
Q1 Q2 Q3 Q4
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.

FS CHAIN ACCOUNT SEGMENTATION +

Update our  FS Chain Account Segmentation by Planning Phase 2 and provide an asssessment that includes learnings and actionable recommendations 

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.

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.

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.

Project Goals
RE-INVIGORATE GUAC
2023-2024
Q1 Q2 Q3 Q4
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)

GUACAMOLE LEAD GENERATION + i15

Reposition guac as trendy throug the launch of of GUAC HEAVEN and secure 15 new leads at NRA

GUACAMOLE MENU INCIDENCE GROWTH + i1

Increase menu penetration for guacamole by  menu incidence  from 1.2 to 1.3 as measured by Datassential

NEW GUACAMOLE PROMOTIONS + i2

Sell-in new guacamole to two (2) operator partners by end of of fiscal year

AVOCADO USAGE EXPANSION + i2

Sell in Avocado add-ons to two (2) new operators and have them highlighted in marketing POP.

Project Goals
FRESH B2B
2023-2024
Q1 Q2 Q3 Q4
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.

PROCESSED LIST MEETING TARGET +

Conduct meetings with 5 of our 15 targets.

Project Goals
test goal 11/22
2023-2024
Q1 Q2 Q3 Q4
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

second test 1/22 + 5,000 i5,000

test

Project Goals
OND
2023-2024
Q1 Q2 Q3 Q4
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)

BHAG Goals