Tanya Edwards 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
OND TROPHY TOURS: + i1 40% 106

Sell in 1 Trophy Tour Retail events to Tier 1 and/or Tier 2 accounts . 

OND SEASONAL DISPLAY SELL IN + 0 0 i0 66%

 Sell in a total of 80.3k EQ bins for the entire OND season (excludes SGK) . Meet minimum EQ share of 5% from total. 70% of score will be based on meeting total EQ goal and 30% will be based on individual minimum EQ share.

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
SUSAN G KOMEN - NATIONAL + i44,700 30% 70

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) . Meet minimum EQ share of 18% from total. 70% of score will be based on meeting total EQ goal and 30% will be based on individual minimum EQ share.

BIG GAME SEASONAL PROGRAMS + 111,120 i28,000 40%

BIG GAME SEASONAL PROGRAMS: Develop a national Big Game seasonal program to reinforce guac occasion with a sell in of  108K EQ bins. Meet minimum EQ share of 5% from total. 70% of score will be based on meeting total EQ goal and 30% will be based on individual minimum EQ share.

CINCO SEASONAL PROGRAM + 40,000 i11,600

CINCO SEASONAL PROGRAM: Develop a national Cinco seasonal program wtith a national partner to reinforce guac occasion with a sell in of  51.6K EQ bins. Meet minimum EQ share of 5% from total. 70% of score will be based on meeting total EQ goal and 30% will be based on individual minimum EQ share.

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
TRADE ACCOUNT SPECIFIC COUPON REDEMPTION + i18 0

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 0

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.

NATIONAL THEMATIC BAGS: Rollout and sell-in national coupon thematic bags (OND, Big G + i4,500,000

NATIONAL THEMATIC BAGS: Rollout and sell-in national coupon thematic bags (OND, Big Game, Cinco) with total reach of 4.5MM bags. 

ALDI - OND & SPRING: + i100

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
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
WALMART CHANNEL STRIPS + 35% 73.5

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

WALMART OPD + i15 38.5%

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.

WALMART NATIONAL DIRECT MAIL + i2

Target specific Walmart divisions aligned with Walmart Team to drive 2% redemption through a national direct campaign in partnership with Aisle/Neptune.

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 0 1 0 1 0 0 0

CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS: Develop and deploy custom portable solutions or POS (ie: ripe now ripe later dividers) to 2 Tier 1 accounts. HEB & Albertsons.

PORTABLES - PERMANENT + 0 0 0 1,301 0 0 0 25 0 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. Meet minimum EQ share of 12% from total. 70% of score will be based on meeting total EQ goal and 30% will be based on individual minimum EQ share.

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
SPECIAL SUMMER RETAIL TRADE PLAN - MAY - AUGUST 2024 + 0

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, Costco, Sam's Club and Albertsons.

BASEBALL PARTNERSHIP - DFW +

Develop and deploy a DFW marketwide program for summer leveraging partnershp with Texas Rangers in a minimum of 1 Tier-1 account.

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 50% 50

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. 

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
GLOBAL SHOW FY 24 + i65 16% 16

GLOBAL SHOW FY 24: Gain a total of 65 retailer engagements through the Global Show network opportunities (i.e. booth visitations, impromptu meetings, appointments).

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.

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, Walmart and Albertsons. 

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
JOINT BUSINESS PLANNING + i1 0

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

WHOLE FOODS DEVELOPMENT: + i3

 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.   

H&W - ABSCO + i3

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

WAL-MART ROLLBACK + i2

Deploy 2 rollback programs on bags targeting a +5% volume unit lift versus previous year. One during OND and second Post Super Bowl. Score will be scored 50/50 per activation. 

Project Goals
TRADE STRATEGIC VISION FY 24
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 59.51

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

OND VOLUME CONTEST + i3 22.11%

Deploy a national contest during OND during selected "opportunity" weeks targeting 3 participants (minimum 100 store location).

POST SUPER BOWL VOLUME CONTEST +

Deploy a national contest during OND during selected "opportunity" weeks targeting 3 participants (minimum 100 store location).

CATEGORY REVIEWS + i2 37.4%

Deliver and present a total of 2 category reviews live.

BHAG Goals