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This document provides a comprehensive summary of the strategic account plan for the year 2007, including client business overview, financial trends, strategic imperatives, and focus areas. It also includes an executive organization chart, regional insights, and sales metrics.
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Your customer’s company LOGO HERE Planning Year:2007 Orders: $ Revenue: $ Gross Margin: $ (Your Name) CAE, Client Account Vice President Blueprint Multi-Year Strategic Account Plan Summary 2007
Your Client Business Overview S3 - make this slide generic – so they can fill this in with their – stuff….and at end of the dec – put instructions at to where to send this to get coaching feedback and set-up boot camp sign-up….(mini-ACES)
Client Business Profile Client Financial Trends Client Strategic Imperatives 1. 2. 3. 4. Client Focus Areas • 2.
Your Client Executive Organisation Chart Regional CIO’s or Key Executives - Asia - North America - Mexico - Latin America - EU
Insert Your CBP Key Account Findings • Any New Client Business Directions?Elaborate. • Any New Business Opportunities with Client or for Unisys?Elaborate. • How is the client perception of Unisys?Elaborate. • Are there any regional issues or new developments?Elaborate. • How is the global team coverage?Elaborate. • Is there a culture of outsourcing?Elaborate. • Is IT Spending Growing, Static or Declining?Elaborate. • What are the key regional growth areas for your client?Elaborate.
MSAP Sales Metrics Key Financial Data (Worldwide) * - Total project value
Account Sales and Technical Resources Account Principle Lead Latin America/Mexico UK/EU North America Asia Operational UK France Brazil Argentina Mexico Marketing Resourcing - HPC Operations Legend Green = Fully committed/right resource Orange = Identified/vetting resource Red = Need agreement/In negotiation
Action Plan Account Transformation Score Card Executive Relationship Mapping Activity Status Actions Exec. Name Position Unisys Lead Relationship 2 weekly & quarterly