Update Activity and Program fields in the PO App (Would require Miguel's team to implement)

Consolidate planning feedback and give assessment

Partner with Foodservice to explore and develop building a CRM system and have final plan for implementaion by 12/31/2025. 

Integrate Population Data from Claritas into PowerBI to provide updated and automated reporting on potential growth segments

Conduct audits of retailer compliance with Susan G Komen, Super Bowl and Cinco merchandising programs and integrate data into PowerBI

Take Over Budget for R&A Team

Create and Develop a Tentpole Dashboard to act as the official report for AFM Tentpoles and integrated into Wrap Reports

Revamp the hidden dashboard for the Category Review Bonanza, fixing style, inefficiencies, metrics, and incorporate ad-hoc changes that had to be made for FY25

Develop and present annual market insights report as kick-off for AFM planning sessions.  Presentation should ground all teams and strategic partners in category performance across businesses and overall market trends, and serve as basis for opportunity assessments.  Involve agency partners to present areas of expertise, including media, shopper, consumer insights.  Will include full presentation of Demand Landscape project.

Conduct an FY26 Coupon performance assessment based on results available to understand all platforms' effectiveness/efficiencies/pros/cons and explore any new technologies/platforms. Include recommendations for FY27 and present by Planning Phase 2.

Integrate Historical Bag and Bin participants from ARIQ into PowerBI and develop reporting for partipating accounts

Assess Fabric data model and implement any new efficiencies

Maintain CoE Source Library and processes

Quarterly company meetings to improve company understanding of reporting and upskill on utilization and monthly meetings of COE members to gather feedback.

Create PowerBI report for Admin Prepaid tracking

Compile and Integrate Media Historical Data and update the executive Scorecard

Develop proposal to formalize methodology for Retailer Segmentation prior to Planning.

Identify enhancement opportunities for Foodservice Segmentation prior to Planning.

Provide annual assessment of sales and panel data providers (NielsenIQ, 84.51LLC, Numerator, Circana, Datassential) and fitness to continue as partners for FY27.  

Explore off-the-shelf options for replacing ARIQ and compatibility to integrate into AFM's BI environment.

Integrate the Metrics Committee Meeting into a Powerbi Report across departments and automating processes and dataflows where possible

Continue developing long-term planning tool that incorporates sales performance and demographics by market.  Integrate sales data, population statistics and avocado shipment data as basis to identify geographies where future demand will be.  Update as new state population projections are released (August 2025).  Present to CEO and incorporate into Planning Kickoff.

Complete Demand Landscape project with formal updates for JEC, September Board meeting and fully realized for November Planning Kickoff and February Board meeting.

Provide ongoing reporting of KPIs through the Executive Scorecard.

Explore integration of data into AMBO or alternative platforms/tracking of AMBO Goals

Establish guardrails and guidelines to effectively deploy coupons in top accounts (ie: targeting rules, cost per coupon targets, offer guidelines) and for our national programs that will  by end of Sept 2026