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Business/territory planning template
Vital Strategies Pte. Ltd: Your revenue growth service provider
Contact: [email protected]
A. Business/territory objectives
B. Business/territory overview
C. SWOT analysis for the business/territory
D. High level strategy
E. Key activities for the year
F. Major obstacles
G. Personal development
H. Support needed
Copyright Vital Strategies Pte. Ltd. 2017
A. BUSINESS/TERRITORY OBJECTIVESSales Exec's Name <Your Name?>
Role Your role/title
Revenue goal/quota $ X.X M (Local Currency X.X M)
Revenue by Quarter
Q1: Q2: Q3: Q4:
territory/country/region/title
description
Main Industries Covered ranked by
priority (1) xxxxxxxxx, (2) xxxxxxxxxxx, (3) xxxxxxxxxxx
Sales exec's yrs of exp. with the
accounts/territory
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B. BUSINESS/TERRITORY Total number of target accounts last year
Last year total revenue from target list/territory $xxxx.xx (local currency xxx.xx)
Last year revenue quota for target list/territory $xxxx.xx (local currency xxx.xx)
Last year achievement % (actual/quota)
List of top 3 deals (by revenue) closed last year
Company 1: $xxx.xx, company 2: $xxx.xx, Company 3: $xxx.xx
List any major missed/slipped deals last year
Company 1: $xxx.xx, company 2: $xxx.xx,
Actual revenue trend for past 3 years (%)
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B. BUSINESS/TERRITORY Total no. of potential targets for the year
# of current clients in target list
% of total
# of non- customers(net New) in target list
% of total
name top 3 accounts (by revenue) for the year
(estimate)
Company 1: $xxx.xx, company 2: $xxx.xx, Company 3: $xxx.xx
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C: BUSINESS/TERRITORY S.W.O.T. ANALYSIS
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Threats
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Weaknesses …
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Strengths
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Opportunities
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▪ List the top three strategies around products/accounts/market segments/customer engagement approach that will help to build sales funnel and reach sales quota.
1.
2.
3.
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▪ List of top B.D. & sales activities that will generate new opportunities.
Activity description
Activity type
Start date
Duration
Which territory/industry
# of accounts targeted
# of expected leads
Expected pipeline ($)
Expected revenue ($)
Budget amount
Other resources needed
Activity 1
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▪ List of top B.D. & sales activities that will generate new opportunities.
Activity description
Activity type
Start date
Duration
Which territory/industry
# of accounts targeted
# of expected leads
Expected pipeline ($)
Expected revenue ($)
Budget amount
Other resources needed
Activity 2
Copyright Vital Strategies Pte. Ltd. 2017
▪ List of top B.D. & sales activities that will generate new opportunities.
Activity description
Activity type
Start date
Duration
Which territory/industry
# of accounts targeted
# of expected leads
Expected pipeline ($)
Expected revenue ($)
Budget amount
Other resources needed
Activity 3
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▪ List up to 5 internal and/or external obstacles that may result in not achieving sales quota and the strategies to eliminate or reduce negative impact:
1.
Proposed solution/workaround:
2.
Proposed solution/workaround:
3.
Proposed solution/workaround:.
Copyright Vital Strategies Pte. Ltd. 2017
▪ Areas of personal development for the year (2 to 3 goals)
1- Goal one:
How to measure success:
2- Goal two:
How to measure success:
3- Goal three:
How to measure success:
Comments:
List of specific resources needed to ensure business plan success:
1-
Justification:
2-
Justification:
3-
Justification:
▪ Copyright Vital Strategies Pte. Ltd. 2017
10 Anson Road, 10-11
Singapore, 079903
Contact us: [email protected]
Copyright Vital Strategies Pte. Ltd. 2017