Alfonso Delgado Dashboard

Project Goals

Project Goals
OND
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
Cure Bowl + 1 i0 30% 97.2

Develop and sell in a Cure Bowl themed shopper activation in one (1) retail account in the FL region

WAL-MART ROLLBACK + i5 30%

Deploy rollback program on bags targeting a +5% volume unit lift versus the previous year during OND.

OND SEASONAL DISPLAY SELL IN + 71,560 3,490 i10,000 37.2%

Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK)

Project Goals
SEASONALS
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
BIG GAME SEASONAL PROGRAMS + 30,220 i900 45% 45

Develop a national Big Game seasonal program to reinforce guac occasion with a sell in of 108K EQ bins.

NATIONAL THEMATIC BAGS + 3,000,000 500,000 1,000,000 1,000,000 1,210,185 i1,000,000

'Rollout  national coupon thematic bags (OND, Big Game, Cinco) with total reach of 4.5MM bags. 

CINCO SEASONAL PROGRAM + 0 i11,600

Develop a national Cinco seasonal program wtith a national partner to reinforce guac occasion with a sell in of 51.6K EQ bins.

Project Goals
COUPONS
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
SEPTEMBER REACTIVATION + i28 0

Deploy a trade loyalty plan with a targeted redemption of 28%

TRADE ACCOUNT SPECIFIC COUPON REDEMPTION + i18

Reach a combined account specific redemption rate (shopper SPAS and/or trade) of 18% by end of year

COUPONS SHORT TERM SALES - TARGETED VS NON TARGETED + i50

Deploy a year round shopper and trade coupon campaign to support our seasonal, shopper power account, and loyalty offers targeting a departmental 50% ratio in targeted coupons.

Project Goals
BAG & BULK STRATEGY
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
TARGET THE CLUB CHANNEL- COSTCO (OND + POST SB) + i100 12% 52

Deploy a minimum of 2 bag programs with TPR support. Achieve a 75% volume/unit lift for OND and a 50% volume/unit lift for POST SB vs YAG in all participating divisions. Results pending information from the account. Target lift can be updated pending projection from the account PRIOR to the implemenation of the program. Objective scored 50% for each wave.

BAG & BULK MIX ANALYSIS + 0 0 0 i1 20%

In partnership with Research & Analytics Team, provide 2 update for bag/bulk mix by top 10 US avocado markets (one during the fall and the 2nd in January) and analysis with actionable recommendations.

WAL-MART ROLLBACK + i5

Deploy rollback program on bags targeting a +5% volume unit lift versus previous year post Big Game.

ALDI - OND & SPRING: + i100 20%

Deploy 1 wave of Education bags during OND targeting a 15% unit lift vs YAG in participating top performing divisions and 1 wave of Education bags during Spring targeting a 20% unit lift vs YAG in participating top performing divisions. Results pending information from the account. Target score can be updated pending projection from the account PRIOR to the implemenation of the program. Objective scored 50% for OND and 50% for Spring.

TARGET THE CLUB CHANNEL- COSTCO (CINCO + SUMMER): +

Deploy a minimum of 2 bag programs with TPR support. Achieve a 50% volume/unit lift vs YAG in all participating divisions for Cinco and Summer. Results pending information from the account. Target lift can be updated prior to the start of the program.

Project Goals
MERCHANDISING
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS + 0 0 2 0 1 1 3 1 0

Develop and deploy custom portable solutions or POS (ie: ripe now ripe later dividers) to 6 Tier 1 -Tier 2 accounts

PORTABLES - PERMANENT + 3,000 3,000 5,000 7,497 2,374 25,000 5,000 5,951 6,600 6,600 i1,400

Develop a portable merchandising plan and achieve a sell-in of 67.4k EQ equivalized portables in addition to our seasonal bin displays.

Project Goals
SUMMER
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
FIELD AGENT AUDITS + i3 30% 100

Plan, deploy and provide analysis for 3 field agent audits in Summer 2023.

SPECIAL SUMMER RETAIL TRADE PLAN - MAY - AUGUST 2024 + 70%

Develop a May 2024 - August 2024 market and retail specific summer plan and approach based on market conditions by December 30th, 2023. Plan should coninue to protect share in Kroger, AHOLD, SEG, COSTCO, PRICE CHOPPER AND ALBERTSONS.

Project Goals
H&W
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
SUSAN G KOMEN - NATIONAL + i42,760 67.2% 67.2

Develop a national Susan G Komen program to reinforce the H&W strategic pillar with a sell in of 44,7k EQ bins (inclusive of Food Lion)

H&W - ABSCO + i3

Develop and sell in a H&W shopper power account campaign in at least 3 ABSCO Division. 

Project Goals
HISPANIC
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
HISPANIC HERITAGE MONTH + i100 22.05% 22.05

Develop and deploy a HHM shopper program in top 8 Hispanic accounts including, Food 4 Less, La Michoacana, Superior Grocers, Cardenas, El Rancho, Northgate, Vallarta, and Food City.  Target 15% unit lift in the accounts that are measured by Nielsen.  The objective will be scored as follows: 60% of the score will be allocated to securing the top 8 accounts and 40% will be allocated to reaching the targeted unit lift.

POST SUPER BOWL + i100

Develop and deploy a post Super Bowl shopper program in top 8 Hispanic accounts including, Food 4 Less, La Michoacana, Superior Grocers, Cardenas, El Rancho, Northgate, Vallarta, and Food City. Target 10% unit lift in the accounts that are measured by Nielsen. The objective will be scored as follows: 60% of the score will be allocated to securing the top 8 accounts and 40% will be allocated to reaching the targeted unit lift.

HISPANIC BAGS + 0 0 0 0 0 0 0 i1

Develop and introduce our first bag program with our new Hispanic brand messaging and introduce into 1 of the top 10 Hispanic acccounts

Project Goals
PERIMETER OF THE STORE
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
PARTNER DISPLAY PROGRAM + 0

Develop and launch a perimeter merchandising program with a partner in a Tier 1 or Tier 2 account by April 2024. Provide a post mortem assessment and recommendation by Planning FY 25.

TURN-KEY KITS + 0 0 0 0 0 0 1 i0

Develop and deploy turnkey kits in a minimum of 3 tier 1 and/or Tier 2 retail accounts

ENDCAP EXPANSION +

Expand and implement the avocado endcap concept to 1 (one) Tier 1 or Tier 2 account by Spring 2024. Provide recap and results.

Project Goals
BASE BUSINESS
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
JOINT BUSINESS PLANNING + i1 17.6

Deploy and test (1) joint busines plan with a top tier account

GLOBAL SHOW FY 24 + i65 5.6%

Lead the planning and logistics of Global Show 2022 and provide a post show recap by December 2022. Gain a total of 65 retailer engagements through the Global Show network opportunities (i.e. booth visitations, impromptu meetings, appointments).

OND VOLUME CONTEST + i30 12%

Deploy a national contest during OND during selected "opportunity" weeks targeting 30 participants (minimum 100 store location) no wholesalers, can offer to top Hispanic region retailers (La Michoacana, Northgate, Vallarta, Superior Grocers, Cardenas, El Super, Fiesta, Sedanos, Food 4 Less, Food City, Basha's).

POST SUPER BOWL VOLUME CONTEST +

Deploy a national contest during OND during selected "opportunity" weeks targeting 30 participants (minimum 100 store location) no wholesalers, can offer to top Hispanic region retailers (La Michoacana, Northgate, Vallarta, Superior Grocers, Cardenas, El Super, Fiesta, Sedanos, Food 4 Less, Foood City, Bashas's).

ROI PROJECT +

Conduct ROI analysis to determine impact of marketing activities on retail volume performance and recommend areas for future allocations. Present an analysis during planning season with recommendations for FY25

SHOPPER & TRADE NEW INNOVATION IDEAS +

Present a proposal during planning identifying never been done before ideas and/or technologies for Shopper and Trade.  Preliminary ideas to be presented in Planning Phase 1 with final ideas presented in Planning Phase 2.  A total of 2 never been done before ideas from each area need to be incorporated into the final plan for a total of 4.

CATEGORY REVIEWS + 0 1 1 0 0 1 3 1

Deliver and present a total of 7 category reviews live in person.  (3 Tier 1 accounts plus 1  from West, Central, Hispanic and East Coast regions).

WORKING VS NON WORKING DOLLARS + i80

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

CORRECT BRANDING IN-STORE - GM AND HM + i100

Grow correct branding in store from 34% to 36% for GM and 45% to 47% for HM.  Objective to be weighted 50/50.

E-COMMERCE INTEGRATION + i1

Integrate in-store and e-com through one of our AFM strategic pillars and re-organize the digital shelf in 1 of our E-Com targeted accounts.

Project Goals
EDUCATION
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
ALWAYS ON CAMPAIGN SALES LIFT + i2 77.5

Launch an in-store campaign to reinforce our Education messaging promoting savings offer targeting a minimum of 2.0% unit lefit benchmarket through Neptune. 

WALMART CHANNEL STRIPS + 50%

Launch a branded in-store POS program featuring education messaging in Walmart.

WALMART OPD + i15 27.5%

Launch an education omni channel program in Walmart focused on education through online pickup and delivery targeting a minimum 15% unit lift post event by 2/28/24.

Project Goals
CORE USES
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
HEB - CORE USE - AVO WORTHY - CFP + i10 30% 30

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

HEB - CORE USE - AVO WORTHY - SPRING + i5

Launch 1 omni channel programs in HEB focused on core uses targeting a minimum 5% unit increase vs prior year during Spring. Results dependent on information provided by HEB. 

GUAC N TACO - STOP & SHOP + i10

Develop and sell in a  "Guac N Taco" shopper power account campaign focused on MX handhelds and guacamole in Stop & Shop targeting a 10% unit lift post Cinco. 

Project Goals
KEY ACCOUNT DEVELOPMENT
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
WHOLE FOODS DEVELOPMENT: + i3 0

 Develop Whole Foods  by activating 3 Hero Programs targeting an +50% increase in unit volume vs PY for each activation. To achieve full credit for this objective, 3 out of the 3 programs must meet the unit volume lift projection.   

SROUTS DEVELOPMENT + i1

Sell-in or develop a program tied to core uses, education and/or H&W at Sprouts, provide a projected volume lift target prior to launch. Include a final recap with absolute or percentages volume restuls compared to PY by the end of FY24.

TIER 2 DEVELOPMENT - HIGH POTENTIALS +

Develop top Tier 2 High Potential accounts by activating a flex program outside of seasonal programs tied to Core uses, Education and/or H&W at Target, Trader Joe's,  Ralphs, Wakefern, SEG and Food 4 Less. Prior to flex program launch date a projected unit or volume lift target should be provided for targeted weeks prior to launch with a final recap that includes absolute or percentage volume results compared to PY by end of FY24. To achieve full credit for this objective, 6 out of the 6 accounts must meet the unit or volume lift projection.

BHAG Goals