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Strategic Accounts
&
Business Development Plan
Candidate Introduction Business Plan
By Ahnna Weber, Applicant
VisionVision
โ€œโ€œWhen we strive to become better than we are, everythingWhen we strive to become better than we are, everything
around us becomes better, too.โ€around us becomes better, too.โ€
โ€•โ€• Paulo CoelhoPaulo Coelho,, The AlchemistThe Alchemist
2
Personal Points of Interest
Animal Lover (owns 3 cats + 1 dog)
Explorer
Loves to be near Water (lives on a lake outside Madison, WI)
Non-Fiction Reader
Has a motorcycle license (but no motorcycle)
Jewelry Designer
Fancies herself to be talented at Interior Design
Favorite Food: Cake
Favorite City: Chicago
Passionate about improving my surroundings
Innovator
Who is Ahnna Weber?
Goals and Accomplishments
โ€œThere is no perfect fit when you're looking for the next big thing to do.
You have to take opportunities and make an opportunity fit for you,
rather than the other way around. The ability to learn is the most
important quality a leader can have.โ€
โ€• Sheryl Sandberg, Lean In: Women, Work, and the Will to Lead
4
Professional Points of Interest
Imperative Personality Result: The Builder (3% of population)
DISC Profile: Results Driven, Competency and Action Oriented
Challenger Profile: *** Relationship Builder & Lone Wolf;
**Challenger
Myers Briggs: ENFJ (Extrovert, Intuitive, Feeling, Judging)
Presidentโ€™s Club winner, ABC 2010 & 2012 (4 time nominee)
Exceeded ABC Goals 4 years in a row
Expanded ASD subsidiary reach my first 6 months by $5.5M
Business Retention of 99% in SE Role at ABC
AHP Pilot Program Winner - ABC, 2012
Project Manager, Gundersen Lutheran ABC Implementation
Area PM, Transitioned 12 SSM Hospitals over from Cardinal
ABC/Automed Strategic Accounts: Froedtert, Rush, Fairview, Cook
County, Gundersen & Aurora
Expanded ASD reach within Froedtert my first year by $5M
Who is Ahnna Weber?
โˆ— Senior Level Sales Executive with a strong desire to
โ€œContributeโ€, maximize strengths and challenge myself to
continue to learn new aspects of a business. Continue to set
career and personal growth goals โ€“ ready for additional
leadership responsibilities and the next step. Have a Positive
Impact.
โˆ— Strengths that contribute to my success: customer relationships,
positive attitude, passion and drive.
โˆ— To meet a company goal of being #1. Understand the need to
identify and execute plans for margin expansion,
build/maintain/retain customers, continue to innovate in all
areas. I have put together a few thoughts on the following
slides of what I think are areas to look at for success and
exceeding expectations in a business development role.
One Minute Message
Gain a position with a top level company
Exceed Expectations (Company and Customer)
Take on additional responsibilities where needed
Assist with expansion of Growth Margin
Continuing Education (Coursera; Six Sigma)
Become a Mentor within the workplace
Presidentโ€™s Club or Winnerโ€™s Circle
Contribute to Company goal of becoming #1 in their space
Professional Goals FY 2016
Account Manager:
Strategic Accounts & Business
Development
โ€œOpportunity is missed by most people because it is dressed in
overalls and looks like work.โ€
Thomas A. Edison
Business Plan
Key Partnership Considerations:
ร˜ Collaborative
ร˜ Trusting
ร˜ Mutually Beneficial
ร˜ Authentic
ร˜ Transparency
ร˜ Respectful
ร˜ Innovative
โˆ—
Strategic IDN Partnerships
Strategic Partner
โˆ— What is the current state? SWOT analysis
โˆ— What are their business goals and vision?
โˆ— What do they like about doing business with our
company?
โˆ— Where is the opportunity for improvement?
โˆ— Whiteboard sessions where appropriate to
expand knowledge, reach and partnership?
โˆ— Begin to build out a Dossier on each SA to
include: Key contacts, Portfolio, Spend
across possible Divisions, Opportunities
โˆ— Meet Key Players
Company of Employment
โˆ—
โˆ— What is the current state in each
subsidiary with each Mfg.
โˆ— Internal Brainstorming session with
key team members
โˆ— Where do we envision opportunity?
โˆ— Who are the top 10 customers for
each consulting area?
โˆ— Gain a deeper understanding of
company offerings
โˆ— Meet Key Team Members
โˆ—
โˆ—
10
โ€œState of the Unionโ€
or
First 90 Days
5
15
10
30
10
2 8
15
ain understanding of purchase volume & where the value proposition is for IDN
A
B
C
D
E
F
G
H
I
Total Customer Experience
โˆ— Who are the Top 10 accounts?
โˆ— Who are the Top 10 Accounts for each business unit?
โˆ— How many of these accounts cross over (are they the same Top
10)?
โˆ— Where is there room for growth or expansion?
โˆ— How are we communicating across our companies regarding
these accounts?
โˆ— What is the pipeline for the next 5 years for each division?
โˆ— How are we currently working within these strategic accounts
(Business Reviews, Driving Expansion, Understanding
Customer Needs, Maintaining Business)
โˆ—
โˆ—
Account Snapshot
โˆ— Do we have a customer advisory board for successful
engagement partners?
โˆ— Building customer/partner relationships โ€“ conferences, dinners,
speaking engagements, etc.
โˆ— What currently works? What doesnโ€™t (Gap analysis)
โˆ— What does Strategic Partnership mean to each account?
โˆ—
Strategic Accounts
Additional Thoughts
โˆ— Available upon request
โˆ—
Leader/Co-Worker References
โˆ— Available upon Request
Customer References
Thank You!
Become More. Find a Cause Larger than Yourself.
http://
www.youtube.com/watch?feature=player_embedded&v=chElHV99xak

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Sales business development account plan ahnna w

  • 1. Strategic Accounts & Business Development Plan Candidate Introduction Business Plan By Ahnna Weber, Applicant
  • 2. VisionVision โ€œโ€œWhen we strive to become better than we are, everythingWhen we strive to become better than we are, everything around us becomes better, too.โ€around us becomes better, too.โ€ โ€•โ€• Paulo CoelhoPaulo Coelho,, The AlchemistThe Alchemist 2
  • 3. Personal Points of Interest Animal Lover (owns 3 cats + 1 dog) Explorer Loves to be near Water (lives on a lake outside Madison, WI) Non-Fiction Reader Has a motorcycle license (but no motorcycle) Jewelry Designer Fancies herself to be talented at Interior Design Favorite Food: Cake Favorite City: Chicago Passionate about improving my surroundings Innovator Who is Ahnna Weber?
  • 4. Goals and Accomplishments โ€œThere is no perfect fit when you're looking for the next big thing to do. You have to take opportunities and make an opportunity fit for you, rather than the other way around. The ability to learn is the most important quality a leader can have.โ€ โ€• Sheryl Sandberg, Lean In: Women, Work, and the Will to Lead 4
  • 5. Professional Points of Interest Imperative Personality Result: The Builder (3% of population) DISC Profile: Results Driven, Competency and Action Oriented Challenger Profile: *** Relationship Builder & Lone Wolf; **Challenger Myers Briggs: ENFJ (Extrovert, Intuitive, Feeling, Judging) Presidentโ€™s Club winner, ABC 2010 & 2012 (4 time nominee) Exceeded ABC Goals 4 years in a row Expanded ASD subsidiary reach my first 6 months by $5.5M Business Retention of 99% in SE Role at ABC AHP Pilot Program Winner - ABC, 2012 Project Manager, Gundersen Lutheran ABC Implementation Area PM, Transitioned 12 SSM Hospitals over from Cardinal ABC/Automed Strategic Accounts: Froedtert, Rush, Fairview, Cook County, Gundersen & Aurora Expanded ASD reach within Froedtert my first year by $5M Who is Ahnna Weber?
  • 6. โˆ— Senior Level Sales Executive with a strong desire to โ€œContributeโ€, maximize strengths and challenge myself to continue to learn new aspects of a business. Continue to set career and personal growth goals โ€“ ready for additional leadership responsibilities and the next step. Have a Positive Impact. โˆ— Strengths that contribute to my success: customer relationships, positive attitude, passion and drive. โˆ— To meet a company goal of being #1. Understand the need to identify and execute plans for margin expansion, build/maintain/retain customers, continue to innovate in all areas. I have put together a few thoughts on the following slides of what I think are areas to look at for success and exceeding expectations in a business development role. One Minute Message
  • 7. Gain a position with a top level company Exceed Expectations (Company and Customer) Take on additional responsibilities where needed Assist with expansion of Growth Margin Continuing Education (Coursera; Six Sigma) Become a Mentor within the workplace Presidentโ€™s Club or Winnerโ€™s Circle Contribute to Company goal of becoming #1 in their space Professional Goals FY 2016
  • 8. Account Manager: Strategic Accounts & Business Development โ€œOpportunity is missed by most people because it is dressed in overalls and looks like work.โ€ Thomas A. Edison Business Plan
  • 9. Key Partnership Considerations: ร˜ Collaborative ร˜ Trusting ร˜ Mutually Beneficial ร˜ Authentic ร˜ Transparency ร˜ Respectful ร˜ Innovative โˆ— Strategic IDN Partnerships
  • 10. Strategic Partner โˆ— What is the current state? SWOT analysis โˆ— What are their business goals and vision? โˆ— What do they like about doing business with our company? โˆ— Where is the opportunity for improvement? โˆ— Whiteboard sessions where appropriate to expand knowledge, reach and partnership? โˆ— Begin to build out a Dossier on each SA to include: Key contacts, Portfolio, Spend across possible Divisions, Opportunities โˆ— Meet Key Players Company of Employment โˆ— โˆ— What is the current state in each subsidiary with each Mfg. โˆ— Internal Brainstorming session with key team members โˆ— Where do we envision opportunity? โˆ— Who are the top 10 customers for each consulting area? โˆ— Gain a deeper understanding of company offerings โˆ— Meet Key Team Members โˆ— โˆ— 10 โ€œState of the Unionโ€ or First 90 Days
  • 11. 5 15 10 30 10 2 8 15 ain understanding of purchase volume & where the value proposition is for IDN A B C D E F G H I Total Customer Experience
  • 12. โˆ— Who are the Top 10 accounts? โˆ— Who are the Top 10 Accounts for each business unit? โˆ— How many of these accounts cross over (are they the same Top 10)? โˆ— Where is there room for growth or expansion? โˆ— How are we communicating across our companies regarding these accounts? โˆ— What is the pipeline for the next 5 years for each division? โˆ— How are we currently working within these strategic accounts (Business Reviews, Driving Expansion, Understanding Customer Needs, Maintaining Business) โˆ— โˆ— Account Snapshot
  • 13. โˆ— Do we have a customer advisory board for successful engagement partners? โˆ— Building customer/partner relationships โ€“ conferences, dinners, speaking engagements, etc. โˆ— What currently works? What doesnโ€™t (Gap analysis) โˆ— What does Strategic Partnership mean to each account? โˆ— Strategic Accounts Additional Thoughts
  • 14. โˆ— Available upon request โˆ— Leader/Co-Worker References
  • 15. โˆ— Available upon Request Customer References
  • 16. Thank You! Become More. Find a Cause Larger than Yourself. http:// www.youtube.com/watch?feature=player_embedded&v=chElHV99xak

Editor's Notes

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