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Welcome To Player Snips
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CL-001 - 100% Content Width
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WCCE NG OT Customer Toolkit
Module 1
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PS-001
Implementation: Strategic Planning
Use the resources and tips in this part of the Implementation Guide to help you in the Strategic Planning phase of WCCE for your customer.
1 page overviews for each of the 5 Strategic Planning steps
Access to the Strategic Planning Toolkit containing approach and templates to help you complete a Strategic Planning factbase for your customer.
A strategic planning healthcheck tool so that you can capture where you have data gaps to fill for your customer.
Some quick "top tip" reminders for ensuring a high quality strategic planning outcome.
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KEY RESOURCES
Download key Strategic Planning resources below
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TOP TIPS
Click on an image below for some tips to ensure a high quality Strategic Planning output for your customer.
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Key Resources
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Top Tips
Click on an image below for some tips to ensure a high quality Strategic Planning output for your customer.
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Implementation Guide
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Module 1 Overview & Journey
Strategic Planning
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Get a quick refresh on the Strategic Planning journey by viewing the 2' video overviews on each of the 5 steps of Strategic Planning
Use the Implementation Guide to access key resources and top tips to support you in completing the first 4 strategic planning steps (the 4C's)
View the Strategic Planning assignment as stimulus for the key tasks to complete at this point in your WCCE for AFH customer journey
Complete the strategic planning assignment actions so that you can use the outputs to inform Discovery meeting planning for your customer
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Make a plan to cover the maximum number of "Input" (action) and "Output" areas for each of the 4C's (steps 1-4 of Strategic Planning).
Complete the Healthcheck template tool to give an honest assessment of where you have data gaps still to fill across the 4C's.
Don't jump to conclusions - or to the summary output page for each step. Make sure you respond to the template stimulus and questions in the Strategic Planning Toolkit for each 4C step so that your summary outputs are comprehensive and fact-based.
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Check your plan before you start
Make a plan to cover the maximum number of "Input" (action) and "Output" areas for each of the 4C steps of Strategic Planning
Strategic Planning must be fact based
Don't jump to conclusions - or to the summary output page for each step. Make sure you respond to the template stimulus and questions in the Strategic Planning Toolkit for each 4C step so that your summary outputs are comprehensive and fact-based
Be honest about the data gaps you need to fill
Complete the healthcheck template tool to give an honest assessments of where you have data gaps still to fill acress each of the 4C's
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CUSTOMER ASSIGNMENT
The first task is to complete the Strategic Planning templates & key output summaries for each of the 4C steps for your customer. At this point you should not yet complete step 5 (Strategic Plan).
Secondly, based on your experience from the above, complete the Strategic Planning Healthcheck. You can use this to identify data availability status, key data gaps, and associated actions .
You can dowload the full guidance on the customer assignment below, as well as the health-check excel file (that is also available in the Key Resources section of the Module 1 Implementation Guide).
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PU-003 - Avatar Bar
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PU-003 - Avatar Bar
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ES-001 - Confetti Cannon
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Module 2
Implementation: Strategic House development
Use the resources and tips in this part of the Implementation Guide to help you in the Strategic House development phase of WCCE for your customer.
Access to step 5 of the Strategic Planning Toolkit containing approach and templates to help you develop the Strategic House for your customer.
Illustrative example of the strategic pillar development process ("best in class" example from AFH channel)
Some quick "top tip" reminders for ensuring a high quality Strategic House development.
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Validate the quality of your 4C's
Strategic Pillars are only as good as the strategic planning templates and outputs that you completed for each of the 4C’s in the previous 4 strategic planning steps. Validate your previous 4C assessment, including any additional knowledge and understanding you may have gained from Discovery meetings with your customer.
Strategic Pillars must be insight based
Use the “Why / Why / Why” question technique to test your strategic pillar headings. Validate that they are insight based and can be supported by at least 3 separate data points from across your 4C factbase.
Allow time for global vs local pillar alignment
Remember: For global customers that Strategic Pillars are often iterated based on top down and bottom-up pillar development. This can take longer, but helps ensure that global and local insights are captured and reflected appropriately in local customer strategic houses.
Align your Strategic House internally & externally
Strategic Houses are typically built in two phases. Firstly as an internally generated House in the Strategic Planning phase –then secondly as a customer aligned and jointly agreed Strategic House during steps 1-3 of the JBP process. Make sure you understand this "two-step" evolution of the Strategic House across both the WCCE phases.
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CUSTOMER ASSIGNMENT
There are two tasks to complete the Strategic Planning phase for your customer. The earlier videos in this module of the Customer Toolkit can help you with both tasks.
The first task is to complete the Strategic Pillar templates based on your previous 4C analysis, ensuring that each pillar is fact and insight based.
Secondly, having validated your Strategic Pillars, you should complete the rest of the customer Strategic House using the templates and guidance provided.
You can dowload the full guidance on the customer assignment below.
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PU-003 - Avatar Bar
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PU-003 - Avatar Bar
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PU-003
Module 3
Implementation: The 4 steps of JBP
Use the resources and tips in this part of the Implementation Guide to support you in completing the 4 JBP steps of WCCE for your customer.
Access to the JBP Toolkit containing approach and stimulus to help you complete the 4 steps of JBP with your customer in a planned and structured way.
A JBP showcase that shares 3 different approach examples of JBP deployment across different markets.
Review an example of a JBP Joint Scorecard as stimulus for an approach and format that might work for your customer.
Some quick "top tip" reminders for ensuring high quality deployment of the JBP 4 step process.
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Consider your customer engagement level
Plan to engage at the right level that is realistic from both a PEP & customer perspective: eg consultative (CAP), collaborative (JBP) or partnership (JVC). Align your Discovery approach accordingly - eg at a bronze, silver or gold level. Finally, align your wiring plan to be consistent with the chosen Discovery approach level.
Leverage Discovery to strengthen 4C insights
As part of Discovery meetings, take the opportunity to gap fill vs known “blind spots”in your Strategic Planning 4C steps (using prompted questions / discussion) and vs unknown “blind spots”(using open questions / discussion).
Validate Big Bets vs Strategic Pillars
Use the external customer lens of JBP step 1 and 2 engagement to refine and enhance your Strategic Pillars. Validate your insights and ensure you have a size of prize for each Big Bet (including stress testing & scenario assessment of KPIs). Finalise your Big Bet prioritisation (eg using 4 Box vs 2 axes of strategic relevance vs commercial impact)
Put your finalised Strategic House at the heart of your Growth Summit
After Big Bets alignment you can create the second and final iteration of your Strategic House. The time already invested in making it fact and insight based, internally and externally aligned, and joint scorecard supported will ensure the best possible Growth Summit outcome.
Invest time in your Joint Scorecard
Make sure your scorecard is balanced and aligned vs your Strategic House. Balanced means tracking progress vs each Strategic Pillar (or Big Bet area), setting and reporting on KPIs to measure the key initatives under each pillar (and on key commercial metrics), and highlighting the business support required to achieve success.
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CUSTOMER ASSIGNMENT
There are 4 tasks to make a success plan for JBP engagement with your customer. The earlier video in this module of the Customer Toolkit will help provide some additional context.
The first two tasks relate to deciding on the appropriate customer engagement level and developing your Discovery approach.
The second two tasks encourage you to build a business calendar plan to support each of the 4 JBP steps, to finalise your Strategic House and key initiatives calendar plan, and to develop a Joint Scorecard to set and track JBP success.
You can dowload the full guidance on the customer assignment below.
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Module 4
Implementation: Differentiated Enablers
Use the resources and tips in this part of the Implementation Guide to support you in integrating the Differentiated Enablers into each step of the WCCE for your AFH customer.
An executive summary overview of the Differentiated Enablers and their role in adding competitive advantage into your WCCE for AFH customer journey.
A PepsiCo Positive showcase as stimulus for how this area can act a competitive advantage in WCCE plans.
Some quick "top tip" reminders to encourage integration of Differentiated Enablers at each step in your WCCE journey.
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Leveraging Advantaged Insights
Advantaged Insights can play a critical role when you're developing the first 4C steps in the Strategic Planning phase of WCCE. Future Channel trends, Outlet Mapping and Menu Pro insights can all add advantaged insight across the 4C steps, as well as add value in later JBP steps.
Leveraging Brand & Design
Solution innovations, POS Toolkits and P2P touchpoint comms will all help when working on the key initiatives under each of your strategic pillars at the end of the Strategic Planning phase. They will also provide key stimulus in customer JBP Discovery and Big Bet meetings.
Leveraging Planet & People
PepsiCo Positive initiatives across Agriculture, Value Chain and D&I can act as key capabilities / enablers at the base of your Strategic House and help differentiate your strategic pillars / big bet discussions with your customer.
Dont' forget...
Integrate Differentiated Enablers at every stage of the WCCE journey with your customer and keep an eye out for new or updated enablers as they become available.