Steve Klingele Dashboard

Project Goals

Project Goals
MARKET RESEARCH
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
H&P v CMT Comparison + 13% 21

Deliver updated comparison of H&P Tracker Spring Wave 2023 and CMT Q2 2023 data.  Provide to internal teams and introduce to JEC. 

PR College Football Collaboration + 8%

Partner with AFM PR team and Weber to develop a Quantilope survey related to college football to drive connection between and interest in avocados and college football.

Fresh vs Processed Taste Test +

Complete Fresh vs Processed Taste Test.

CMT Reporting + 1 1 1 1

Deliver 4 quarterly reports for CMT and maintain dashboard updates.

H&P Brand Tracker +

Complete FY24 Spring Wave of H&P Brand Tracker

Foodservice Concept Testing +

Conduct FS concept testing with Datassential.  Partner with FS team to prioritize tests with operators to further develop client receptivity to menuing fresh avocado.  

Advertising Pre-Testing +

Conduct pre-testing research for digital advertising campaigns with Zappi.  Measure purchase consideration and branding, and provide prescriptive feedback for improving creative prior to launch (when applicable).  Review overall AFM performance to further adjust standards as needed.  Provide documentation of standards review and present recommendation to internal teams.

Foodservice Operator A&U +

Review and optimize Operator A&U survey to be fielded in spring FY24.

Foodservice Menu KPI Reporting +

Complete Menu KPI Reviews (2x year)

Agile Research +

Conduct research using Quantilope service for ad hoc needs and planned programs like Education, Cinco and 4th of July.

Project Goals
AFM INTELLIGENCE
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
Planning Kickoff + 47.3% 47.3

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.

The Grove - Agency Extension +

Develop portal to The Grove for agencies to access AFM intelligence sources specifically related to their responsibilities.  Ensure proper measures are in place to secure sensitive information is only accessible to specific partners.

Marketing ROI +

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

The Grove - Knowledge Management +

Manage content curation and reporting on The Grove adding final custom reports and deliverables within a week of completion.  Syndicated sources added within a week of reception.  New content will be communicated to all internal users.

Intelligence COE + 1 1 1 1 1 i1

Lead Intelligence COE for teams to share insights and expertise from their respective areas.  Conduct 6 group meetings in FY24 and provide completed agenda to manager following each meeting.

Project Goals
MARKET INTELLIGENCE
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
Category Review Bonanza + 12 7

Complete Retailer Category Review Bonanza prior to IFPA, comprosing 20 retailer/banner reports.

Volumetric Report + 7%

Complete Annual Volumetric Report with new partner, Circana.  Include historic comparison. 

Pre-Test Comparison +

Pre-test select TV ad concepts using Kantar and Zappi methodologies to compare data for alignment, disconnects and the resulting impact on decision-making.

Data Provider Assessment +

Provide annual assessment of sales and panel data providers (NielsenIQ, 84.51LLC, Numerator, Circana, Datassential) and fitness to continue as partners for FY2%.  

Social Listening +

Integrate social listening data into other performance tracking to identify potential impacts social conversations have on brand (awareness, preference, etc.)

Data Integration & Reporting +

Partner with AFM BI team to integrate relevant time series databases into a single platform for comprehensive organization-wide reporting.  Deliver via Microsoft Power BI or similar application and made accessible to all AFMers.  April 2024.

Produce Brand Tracker +

Develop tracker for Produce brands that will monitor AFM's progress to superior brand affinity as well as complementary KPIs.

Ongoing Reporting +

Manage ongoing reports for Market Development (by report by timeline).  Identify areas to streamline processes for reports, reducing manual activity and create documentation for backup staff.

Foodservice Operator Reviews + 1 1 i1

Work with Foodservice to create reviews for 3 operators incorporating primary AFM research, syndicated and secondary resources.

Foodservice KPI Development +

Learn capabilities of new partners brought in for FY24 to identify tracking metrics to measure performance of Foodservice.  Align with leadership and FS team on targets for FY25.

Project Goals
LONG TERM 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
Price Elasticity Study + 29

Complete Retail Price Elasticity study.

 

Hispanic Deep Dive + 29%

Complete US Hispanic Deep Dive study to understand decline in avocado consumption with increase in acculturation.  Use the lenses of Cultural Avocado and Always Avocado to remain in sync with AFM-specific direction.

Retail Merchandising Study +

Complete Retail Merchandising study to determine relative impact of bins placement in-store and incremental effect of AFM branding.

FS Growth Opportunity Study +

Complete FS Growth Opportunities study to identify near-term priorities to increase fresh avocado volume within foodservice.

Long-Term Planning Tool +

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 annually as new state population projections are released in fall 2023.

Design Bin Market Test +

Develop expanded scope for bin distribution and effectiveness test with Neptune.

Executive Scorecard + 1 1 1 1 1 1 1 1 1 1 i2

Begin delivering integrated Executive Scorecard by end of August 2024 and refresh every 4-week period.  

BHAG Goals