Tactical Blueprint & Initiative Development

Course Description

This course will provide participants a deep understanding of the importance of translating business plans into specific Tactics and Initiatives which can deliver against selective strategies. A major opportunity that trade partners face is how to develop, validate and jointly implement winning Tactics with differentiated initiatives to allow for a “Glo-cal” approach. Global business plans require the flexibility for customization at a local level so that ownership of executional traction can occur at the channel, banner, segment level.


Learning Objectives

  • Powering up Tactics for enabling delivery of linked category strategies
  • Grounding Tactics and Initiatives in a validated, fact-based, category (and brand/retailer) growing basis
  • Discrimination across choices on Tactics and Initiatives that are “SMART” (specific, measurable, actionable, robust, trade partner aligned”
  • Initiative development through internal, multi-functional and external trade partner collaboration and ownership
  • Powering up alignment, action planning and day-to-day traction of Tactics and Initiatives through a Tactical Blueprint
  • The power of delivering a few, select and fully linked initiatives to a specific tactic in order to deliver a specific strategy


  • Instructor led
  • Webinar
  • Experiential

Target Audience

Any person from a Manufacturer, Retailer, Distributor or Agency, within the Consumer Product Goods industry, who seeks a more advanced understanding of Tactical Blueprints and Initiative Development. Typical participants include roles such as Category Managers, Buyers, Merchandisers, Account Executives, Brand Managers, Pricing & Promotion Managers, Finance Managers, Business Managers, Operations Managers, Retail or Sales Strategy Managers, Trade Marketers, Supply Chain Managers, Category Analysts, etc.

Supported Behaviors

Strategic Business Planning
Analysis & Insights

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