Professional Documents
Culture Documents
Overview
• This program will provide you with a map that will help
navigate and manage important ,large of
complex account.
• The emphasis is on understanding the human
element that determine the account trajectory
and how you can influence the account
dynamics.
• Individuals move on, by leaving organization or
though promotions, one of the key goal of this
program is to reduce the dependency on
individuals private knowledge . The tools used
during the program will form a coherence and
effective summary of the main feature of the
account with the minimum of difficulty and loose
of relevant information
• This program is underpinning by the principals
that relationship that are based on trust and
respect are more likely to endure . These
qualities demand a genuinely client -centric
approach. This program will give you a practical
frame for identifying and addressing the
personal and professional need of the individual
with whom you will interact in your work.
Program Overview……………………………………………. 1
Course Map…………………………………………………….5
The power of structure …………………………………….. 6
The Decision making cycle (1) ……………………………… 9
Customer Business ……………………………………… 11
Situational Analysis ……………………………………… 13
Opportunity Match ……………………………………… 15
Opportunity Assessment Grid……………………………….. 17
Terrain Map : Account overview……………………………..19
Account Strategy……………………………………………… 21
The Decision Making Cycle (2) ……………………………… 23
Credibility Triangle…………………………………………... 25
Relationship Building………………………………………….27
Habits………………………………………………………….. 28
Contacts ……………………………………………………. 29
Cour se
Map
Opportunity Strategy Engagement
Unaware
Relationship
The Credibility
Justify Uncertain
Building Decision
Making
Commit Consider Options
Informal
• Proactive
Formal
• Delivery
Cycle Evidence Conceptual
• Logical
Anxieties Compare • Specificity
communication • Review • Intuitive
• Additionals • Complaints
• Personal support
Structure Action
• Division Outcomes
• Units • Products / Location
• Targets
• Nature of relationship
Why?
Decision
STRATEGY Approach
Points of Entry Makers Threats
• Maintain
• Who • Role • Authority
• Deepen
• Role Terrain Map • Anxieties Value to
Client
• Timing
Strategy • Spread
• Budget
OPPORTUNITY • Activate
ASSESSMENT GRID • Blockers
• Withdraw
• Competitors
HIGH your
company
Potential Opportunity
Need Capability
Match
Opp ortunit y Assessment G rid
STRATEGY
are mode by an
individual there arre
usually several
influencers within the
framework or terrain in
which they are Decision
operating. This tool Points of Entry Makers
assists in providing • Who • Role
overview of the
decision making
process plus the factors
that contribute to the
final decision. Having
this information opens
up new pathways and
new opportunities Influencers
• Objectives
within an organisation, • Levels of influence
providing you with
additional revenue
streams.
Accou nt
St ra tegy
Outcomes
• Products / Location
• Targets
• Nature of relationship
Being able to
implement a
comprehensive
strategic approach Approach
Threats
to customer • Authority
• Maintain
you to be clear
• Timing
• Budget
Strategy • Spread
about what you wish • Activate
• Blockers
• Withdraw
to achieve and how • Competitors
to proceed. It will
also help you
ascertain the level
of the relationship.
It will also provide
Benefits to Customer
you with vital
• Relationship
information about • Cost
potential risks and • Innovation
how to address • Technical
them.
Opportunity
• Internal Problems
• External Threats
• Specific Projects
Relationship
Building
Informal Formal
• Proactive communication • Delivery
• Additionals • Review
• Personal support • Complaints
Interactive
• Respect
• Trust
Strategy
Credibility
Evidence Conceptual
• Logical
• Specificity • Intuitive
The Decision Making Cycle
People dislike change
Concept Specify because they wish to
avoid the perceived
discomfort that making
decisions which leads to
Unaware change brings. Customers
will often stay with the
status quo rather than
Reason to Move Decision to Move
change, even when that
change will have a
Justify The Uncertain
positive effect. The
Decision Decision Making Cycle
takes you through the
Making necessary steps that will
allow you to influence the
Commit Cycle Consider Options
Change Cycle. It will
Compare identify the factors that
Anxieties underpin resistance to
change and provide you
with a framework to
Action understand and deal with
these factors using a
Why? simple, step-by-step
process.
HABITS :
Effective Performance is not based on chance , its on
effective habits