Alfonso Delgado Dashboard
Project Goals
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OND 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 + | 2 | 0 | 0 | |||||||||||
Sell in a first time national program with two Tier 1 customers (Walmart/Costco). |
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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. |
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OND SEASONAL DISPLAY SELL IN + | 21,855 | 11,026 | 10,714 | |||||||||||
Sell in a total of 41.5K EQ bins for the entire OND season (excludes SGK) |
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OND CONSUMPTION GROWTH: + | i1 | |||||||||||||
Increase overall OND consumption by 1% as measured by Circana (unit lift - weeks 13-25). |
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OND TIER 1 PERFORMANCE (WALMART) + | i4 | |||||||||||||
Drive a 4% lift in Walmart. This is contigent on selling in a national rollback to Walmart. |
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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. |
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OND VOLUME CONTEST + | i100 | |||||||||||||
Deploy national volume contest in December. Achieve a 15% volume/unit lift for participating accounts. Targeting participation from 30 accounts. Score will be based 50% on achieving unit lift and 50% on achieving participation of 30 accounts. |
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SUPER BOWL 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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POST SB VOLUME CONTEST + | i100 | |||||||||||||
Deploy national volume contest in March. Achieve a 15% volume/unit lift for participating accounts. Targeting participation from 30 accounts. Score will be based 50% on achieving unit lift and 50% on achieving participation of 30 accounts. |
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IMPULSE PURCHASE STRATEGY 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 | |
SEPTEMBER REACTIVATION REDEMPTION + | i100 | 0 | ||||||||||||
Reach a combined account specific redemption rate of 20% for all retail specific loyalty offers during September. |
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COSTCO (JANUARY + Post Super Bowl ) + | i65 | |||||||||||||
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. |
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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. |
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THEMATIC PACKAGING + | 4,967,928 | 3,348,523 | 970,000 | 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 |
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TARGETED VS NON TARGETED EFFECTIVENESS + | i50 | |||||||||||||
Deploy a coupon plan focused on 50% targeted and 50% non targeted approach |
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TRADE ACCOUNT SPECIFIC COUPON REDEMPTION + | i100 | |||||||||||||
Reach a combined account specific redemption rate (shopper SPAS and/or trade) of 18% by end of year. |
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GEOGRAPHIC FOCUS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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GAME DAY OFFER BLITZ TRADE PROGRAM UNIT LIFT + | ||||||||||||||
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. |
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PUBLIX SPA + | ||||||||||||||
Develop and deploy a partnership with Dave's Killer Brand in a top tier 1 account in the South Atlantic. |
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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. |
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GEOGRAPHIC FOCUS ASSESSMENT + | ||||||||||||||
Present an updated status of the geographic opportunity and present an assessment by Planning Phase 2. |
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CINCO 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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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. |
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EDUCATION/CONSUMER 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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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. |
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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 |
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PARTNERSHIPS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 + | 41,767 | i1,288 | 0 | |||||||||||
Develop a national Susan G Komen program to reinforce the company wide cause related partnership with a sell in of 43k EQ bins |
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MERCHANDISING SOLUTIONS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 | |
MERCHANDISING/DISPLAY SELLING STORY + | 0 | |||||||||||||
Develop a selling story to support incremental bin placement in perimeter of store and for overall program participation by end of Sept 2024. |
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CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS + | 0 | 0 | 0 | 1 | 1 | i1 | ||||||||
Develop and deploy custom portable solutions in 4 Tier 1 -Tier 2 accounts |
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PORTABLES - PERMANENT + | 12,773 | 2,460 | 4,311 | 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. |
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SUMMER 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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.. |
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HISPANIC 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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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 |
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BAG EXPANSION IN HISPANIC RETAIL + | 1 | 1 | 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. |
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H&W 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 | |
H&W SELLING STORY + | 0 | |||||||||||||
Develop a H&W sell in story for a Tier 1 account |
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AHA Tier 1 SHOPPER PROGRAM + | 1 | |||||||||||||
Develop and Sell in our national AHA partnership program in 1 Tier 1 account |
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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. |
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E-COM/RETAIL MEDIA 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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 + | 0 | 0 | 0 | i2 | 0 | |||||||||
As part of the Digital Shelf, customize the product development page for a minimum of two Tier 1 or Tier 2 accounts. |
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RETAIL MEDIA + | ||||||||||||||
Develop and launch an e-com plan in Kroger and Walmart by Oct 2024. |
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'E-COM ASSESSMENT + | ||||||||||||||
Conduct a strategic assessment with activation plan results where possible and actionable recommendations by Planning. |
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PERIMETER OF STORE 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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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. |
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TURNKEY KITS + | 0 | 0 | 1 | 1 | i1 | |||||||||
Deploy turnkey kits in a minimum of 2 Tier 1 and/or Tier 2 retail accounts |
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END CAP + | 0 | 0 | 0 | 1 | ||||||||||
Sell in AFM End Cap Solution in one Tier 1-2 account. Achieve a unit volume lift of +10% vs previous year. 70% of score will be based on the sell in and 30% on achieving the volume unit lift. |
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BASE BUSINESS 2024-2025 |
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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 |
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IN-STORE BRAND RECOGNITION + | i12 | |||||||||||||
Achieve greater than a 12% recognition score for in-store ads in the CMT by June 2025. |
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WORKING VS NON WORKING DOLLARS + | i80 | |||||||||||||
Maintain an 80% working dollar spend in our overall Shoppper/Trade & Foodservice budget |
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JBP EXPANSION + | ||||||||||||||
Expand and implement the JBP process to a Tier 1 account outside of Walmart for FY 26 planning |
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CATEGORY REVIEWS + | 1 | 1 | 2 | 2 | 4 | 4 | 4 | 4 | 2 | |||||
In collaboration with AFM research & analytics team create and present 26 category reviews for Tier 1-2 accounts. |