Stephanie Bazan Dashboard

Project Goals

Project Goals
OND
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
OND TIER 1 PARTNERSHIP SELL IN + 1 2 0

Sell in a first time national program with two Tier 1 customers (Walmart/Costco).

COSTCO NATIONAL TPD (OND) + i66

Deploy 1 national bag program with TPR support and a Costco book offer. Achieve a 66% volume/unit lift for OND.   Results pending information from the account. Target lift can be updated pending projection from the account PRIOR to the implemenation of the program. 

OND SEASONAL DISPLAY SELL IN + 15,000 15,000 43,595

Sell in a total of 41.5K EQ bins for the entire OND season (excludes SGK) 

OND CONSUMPTION GROWTH: + i1

Increase overall OND consumption by 1% as measured by Circana (unit lift - weeks 13-25).

OND TIER 1 PERFORMANCE (WALMART) + i4

Drive a 4% lift in Walmart. This is contigent on selling in a national rollback to Walmart.

OND HEB SPA + i4

Launch 1 omni channel program in HEB focused on core uses  targeting a minimum 4% unit increase vs prior year in support of CFP. Results dependent on information provided by HEB.

Project Goals
SUPER BOWL
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
BIG GAME SEASONAL PROGRAM + 58,015 40,000 35,000 0

Develop a national Big Game seasonal program to reinforce guac occasion with a sell in of  115K EQ bins. 

Project Goals
IMPULSE PURCHASE STRATEGY
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
COSTCO (JANUARY + Post Super Bowl ) + i65 0

Deploy a minimum of 2 bag programs with TPR support. Achieve a 65%  volume/unit lift vs YAG in all participating divisions for January and Post SB. Results pending information from the account. Objective scored 50% for January and 50% for Post Super Bowl.

ALDI - OND & SPRING +

Deploy 1  wave of Education bags during OND  targeting a 38% unit lift vs YAG in participating top performing divisions and 1 wave of Education bags during Spring targeting a 38% unit lift vs YAG in participating top performing divisions. Results pending information from the account. Objective scored 50% for OND and 50% for Spring. 

THEMATIC PACKAGING + 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000

Sell in national coupon bags (OND, BIG Game, Cinco)  with a total of 8MM bags 

TARGETED VS NON TARGETED EFFECTIVENESS + i50

Deploy a coupon plan focused on 50% targeted and 50% non targeted approach

Project Goals
GEOGRAPHIC FOCUS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
GAME DAY OFFER BLITZ TRADE PROGRAM UNIT LIFT + 0

Target a 4 % unit lift in Publix,  10% in Kroger and 3% Food Lion - Lift vs PY (resulting in a positive lift target).  Lift numbers can be changed in advance of the program start date pending change in timeframe.

PUBLIX SPA +

Develop and deploy a partnership with Dave's Killer Brand in a top tier 1 account in the South Atlantic. 

PUBLIX SPA UNIT LIFT + i15

Target a unit lift 15% vs YAG based on a 3 year CAGR. Targeted lift can be updated by preseningt a unit lift proposal prior to the launch the program.

GEOGRAPHIC FOCUS ASSESSMENT +

Present an updated status of the geographic opportunity and present an assessment by Planning Phase 2.

Project Goals
CINCO
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
CINCO SEASONAL PROGRAM + 5,000 18,000 25,000 i6,000 0

Develop a national Cinco seasonal program wtith a national partner to reinforce guac occasion with a sell in of  54K  EQ bins. 

CINCO/SPRING HEB SPA + i10

Launch 1 omni channel program in HEB focused on core uses  targeting a minimum 10% unit increase vs prior year. Results dependent on information provided by HEB.

Project Goals
EDUCATION/CONSUMER
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
WALMART EDUCATION CHANNEL STRIPS + 0

Realign and sell -in the education channel strip messaging focused on a relevant technique(s) to Walmart.

WALMART EDUCATION PACKAGING +

Develop and sell-in custom education bag with relevant messaging for Walmart shoppers. Bag could replace current universal bag or include a wave of custom education bags

EDUCATION SCORE - NON HISPANIC FY 25 + i3

Increase the Education Equity score from 3.49 to 3.52 by June 2025 as measured by the CMT

EDUCATION SCORE - HM EEP FY 25 + i3

Increase the Education Equity score from 3.08 to 3.11 by June 2025 as measured by the CMT

Project Goals
PARTNERSHIPS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
SUSAN G KOMEN - NATIONAL + 40,000 i3,000 0

Develop a national Susan G Komen program to reinforce the company wide cause related partnership with a sell in of  43k EQ bins 

PARTNERSHIP STRATEGY +

Collaborate with the Brand + PR teams to develop guardrails for overall company wide strategy including a POV on how it applies to shopper

Project Goals
MERCHANDISING SOLUTIONS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS + 1 1 1 i1 0

Develop and deploy custom portable solutions in 4 Tier 1 -Tier 2 accounts

PORTABLES - PERMANENT + 6,300 6,300 6,300 6,300 6,300 6,300 6,300 6,300 6,300 i6,300

Develop a portable merchandising plan and achieve a sell-in of 63k EQ equivalized portables in addition to our seasonal bin displays. 

Project Goals
SUMMER
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
SPECIAL SUMMER RETAIL TRADE PLAN - MAY - AUGUST 2025 + 0

Develop a May 2025  - August 2025 market and retail specific summer plan and approach by February 2025 and implement by May 2025.. 

Project Goals
HISPANIC
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
POST SUPER BOWL + 0

Develop and sell in a Lent and/or a H&W themed shopper marketing program to the top 10 Hispanic accounts. Target a combined 10% unit lift in the accounts that at measured by Nielsen.

HISPANIC SHOPPER & TRADE ASSESSMENT FY 26 +

Provide an assessment of the Hispanic retail and shopper landscape and a recommendation that will drive volume outside of the tentpole events

BAG EXPANSION IN HISPANIC RETAIL + 2 2 1 1 1 1 1 i1

Sell-in our national thematic bag programs to one  of our top 10 Hispanic retail account for each of the following programs:  SGK, OND, Big Game, AHA and Cinco.

Project Goals
H&W
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
AHA Tier 1 SHOPPER PROGRAM + 1 0

Develop and Sell in our national AHA partnership program in 1 Tier 1 account

AHA Tier 1 SHOPPER PROGRAM GROWTH + i7

Increase unit lift in one Tier 1 Account (assumption Kroger ) by 7% and gain approval for bins as part of the program offering. Contigent on selling in to Kroger.  Should Kroger not authorize the program, an alternate Tier 1 shall be substituted.

H&W EQUITY INDEX-NON HISPANIC + i62

Increase the "contains Good Fats" score from 59% to 62% among HM on the June 2025 CMT report

H&W EQUITY INDEX-HISPANIC + i57

Increase the "contains Good Fats" score from 56% to 57% among HM on the June 2025 CMT report

Project Goals
E-COM/RETAIL MEDIA
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
DIGITAL SHELF + i2 0

As part of the Digital Shelf, customize the product development page for a minimum of two Tier 1 or Tier 2 accounts.

RETAIL MEDIA +

Develop and launch an e-com plan in Kroger and Walmart by Oct 2024.

Project Goals
PERIMETER OF STORE
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
PARTNERSHIPS + i1 0

Develop and deploy a private label in-store perimeter campaign delivering 1.75 %  units sales lift.

TURNKEY KITS + 1 i1

Deploy turnkey kits in a minimum of 2 Tier 1 and/or Tier 2 retail accounts 

Project Goals
EDUCATION/B2B
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
AVO U's (LIVE/VIRTUAL/ON SITE) + 1 1 1 1 1 1 1 1 1 i1 0

Secure 8  AFM on-site PLUS 2 virtual and/or offsite Avo U's.

AVO U's (ON DEMAND) + 1 1 1

Sell In and implement 3 On Demand Avo U's (sales team wide) with Tier 1 broadliners, contract feeders partners and distributors within their system.  For credit, need to provide visual evidence (ie: screen shot)  or email confirmation.

Project Goals
REINVIGORATE GUACAMOLE
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
NRA STRATEGY + 0

Develop our NRA strategy and approach by mid September.

GUAC HEAVEN DRUM BEAT: +

Sustain and deploy a  drum beat in FY 25 supporting a series of marketing, industry and innovation in support of "Guac Heaven."  Present the activation plan by August 30th.

FUTURE INNOVATION +

Develop a pipeline of 10 guacamole concepts in time for planning Phase 1 to be utlized in Guac Heaven, New Materials, 2026 Innovation. Concepts must all score above the 54.7 3 year avg benchmark. 60% weight on reaching benchmark and 40% on implementation.

GUACAMOLE PENETRATION IN NON MEXICAN OPERATORS + i14

Grow penetration from 14.1 to 14.7% as measured by Dataessentials

GUACAMOLE PENETRATION IN (DIP APPETIZERS) IN NON MEXICAN OPERATORS + i17

Grow  menu penetration from 17.7 to 17.8% as measured by Dataessentials

Project Goals
HANDHELD STRATEGY
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
BROKER BLITZ + 0

Deploy a broker blitz in 50 handheld operator locations in the South Atlantic January-February and grow fresh avo on handhelds by 5% from 338k to 389k in the South Atlantic region as measured by Supply Track. This objective will be weighed 50% for deployment of brokers and 50% for growth of fresh avo on handhelds.

BEACHFRONT BURGER + 3 1 i1

Develop and launch the beachfront burger smashdown and secure 5 burger chains to participate, 2 of which need to be new burger partners with more than 75 locations and 3 need to be Tier 1 burger chains

AVO TOAST FS DEVELOPMENT +

Present a proposal in Planning around the future of Avocado Toast in the FS channel and how to own it.

HANDHELD AVOCADO MENU PENETRATION + i46

Increase menu penetration for avocados on handhelds from 46.3 TO 46.5%  by fiscal year end as measured by DataEssentials.

Project Goals
CHAIN ACCOUNTS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
MADE IN MEXICO + 5 i5 0

Secure 10 total quality partners to attend trip; 8 operator partners from Top 75 list. 2 Partners from Broadliners/Distributors/Contract Feeders. A minimum of 5 out of 10 participants need to be clients who are not actively promoting with AFM however exceptions for repeat customers with new decision makers qualify such as Chipotle; Qdoba, Potbelly, Applebees.

RIPE + 1 i1

Conduct 2 RIPE sessions with Monster and/or Tier 1 accounts

OPERATOR LTO'S + 2 2 2 2 2 3 3 2 2 i2

Launch a total of twenty-two (22) LTO's in FY25 from AFM's Top 75 Tiered list with at least 1 Monster Account. 19 must be unique LTOs. Should a monster account activation not take place, the LTO target will increase to twenty-four (24) accounts within the AFM Top 75 list by end of fiscal year. Non-Tiered AFM LTO's are excluded from this objective. 

FRESH AVO REWARDS + i1

Implement Fresh Avo Rewards in one of the Tier 1 LTOs

Project Goals
NON-COMMERCIAL
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
CONTRACT FEEDERS + 1 1 i1 0

Launch 3 contract feeder activations in at least 2 Tier 1's  and  1 Tier 2 account(s). Activations must be AFM specific such as guac carts or AFM innovation placements. 

DISNEY EXPERIENTIAL +

Pitch a partnership with Disney and secure a proposal for evaluation to be executed in FY 26

MADE IN AMERICA EXEMPTION +

Assess and work on a Made in America exemption for avocados year-round

Project Goals
DEFEND FRESH
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
INNOVATION GUAC N RANCH LAUNCH + 0

Develop and launch "Guac "n Ranch" in one of the top 75 account list and launch one big PR activation with the Comms Team

PROCESSED TO FRESH CONVERSION + i1

Convert (1) one operator on AFM's high processed converter list to fresh by end of FY 25.

Project Goals
DISTRIBUTORS / BROADLINERS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
TENTPOLE INCENTIVE CONTEST + 0

Capitalize on OND and Super Bowl selling occasions by launching sales contest with 3 broadliners any time from Oct-Super Bowl  to support larger themed company wide tentpole program. Provide a targeted unit lift vs PY that outpaces joint benchmark. Must present target unit lift and benchmarks prior to launch in order to receive full credit.

TIER 1 PROMOTIONS + 1 1 1 i1

Restructure the participation in our Tier 1 distributor promotions. Deploy 4 promotions among Tier 1 distributor partners that include participation in  their national programs that are adapted to AFM needs (ie: AFM promotions based on sizing, AFM promotions based on dynamic pricing based on region opportunities (ie: $1 off in Texas; $2 off in GA)

TIER 1 PROMOTIONS +

Provide a targeted unit lift vs PY that outpaces joint benchmark. Must present target unit lift and benchmarks prior to launch in order to receive full credit.  Each of the 4 promotions will represent 25% of the overall score.

Project Goals
AVO EATS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
AVO EATS BRAND BOOK + 0

 Launch the Avo Eats brand book and apply new brand standards across existing activation elements including in-stadium presence, all guac carts and new branded equipment and materials for new consumer experiential programs  by June 30th, 2025

FY 26 EXPANSION ASSESSMENT +

Develop a recommendation for how we will expand Avo Eats across AFM consumer facing areas by Planning Phase 2

Project Goals
BASE BUSINESS
2024-2025
Q1 Q2 Q3 Q4
Objectives Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Score
RETAIL ASSORTMENT DISTRIBUTION OPPORTUNITY ASSESSMENT + 0

Develop a distribution gap opportunity proposal and recommendation in targeted accounts by Planning Phase 1

FOODSERVICE AGENCY PARTNERSHIP +

Explore agency partnership opportunities and test by end of FY24

IN-STORE BRAND RECOGNITION + i12

Achieve greater than a 12% recognition score for in-store ads in the CMT by June 2025.

WORKING VS NON WORKING DOLLARS + i80

Maintain an 80% working dollar spend in our overall Shoppper/Trade & Foodservice budget 

JBP EXPANSION +

Expand and implement the JBP process to a Tier 1 account outside of Walmart for FY 26 planning

BHAG Goals