Customer Business Planning

Customer Business Planning

Developing and activating effective Business Plans is mission critical for today’s consumer products retailers and suppliers. The consumer products and retailing industry is very competitive and companies that leverage strong business planning processes and tools are gaining clear advantage. Companies with a well-defined Business planning process are able to formulate winning plans, develop strong product and retail initiatives (due to longer term planning) and execute more effectively and efficiently. Not every Retailer is willing and able to partner in a “joint” planning way, but every sales person needs to have a “customer business plan” in place to drive clear focus and direction.

What We Do

TPG’s Customer Business Planning Program helps manufacturers develop and activate an effective and efficient plan with all Retailers. It supplements TPG’s Industry Best Practice Joint Business Planning approach which is handled in a separate section of our website. The key inputs needed for success are:

  • Shopper and Marketplace insights as inputs into defined strategies and initiatives
  • Strong working relationships (focused time & effort)
  • Investment into demand driving or cost-cutting initiatives

JBPOur partial list of consulting services include:

    • Assessment: Help Suppliers understand their gaps versus Industry Best Practices
    • Process/Template/Thinking Tools Development: Using our Best Practice methodology, help develop the “Supplier Way” of Customer Business Planning along with the templates/tools needed to activate
    • Training: Help train the entire multi-functional organization on the new way of Customer Business Planning
    • Shopper Understanding: Assess the current Shopper Insights and help develop improvements to the insights that help drive Customer Business Plan development and activation
    • Annual Plan: Help develop the 12 month plan of activation
    • Value Chain Analysis: Assess and identify opportunities for improvement across the Value Chain
    • Execute: Design and implement an execution and monitoring process with KPI’s and balanced Scorecards

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