Steve Klingele Dashboard

Project Goals

Project Goals
MARKET RESEARCH
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
AFM Distinctive Assets + 0

Test distinctive AFM assets to determine consumer awareness.

African American & Younger Generations Deep-Dives +

Develop and analyze survey for deep dive into African American market and HBCUs. (50%)

Develop and analyze survey for deep dive into Millennial & Gen Z avocado behaviors, including Toast.  Following Demand Landscape results. (50%)

Cause Marketing Association +

Develop and analyze survey for deep dive into cause marketing association with AFM and future fit.

Tentpole Display Audits + 1 1 i1

Conduct audits of retailer compliance with Susan G Komen, Super Bowl and Cinco merchandising programs.

CMT Reporting + 1 1 1 i1

Deliver 4 reports for CMT (post-SGK, post-OND, post-Super Bowl, post-Cinco) and maintain dashboard updates.  Integrate presentation into Tentpole Wrap meetings.

Foodservice Concept Testing + i60

Conduct 60 FS concept tests with Datassential.  Partner with FS team to prioritize tests with operators to further develop client receptivity to menuing fresh avocado.  

Foodservice A&U +

Execute Operator A&U Spring FY26 study with Datassential.

Menu KPIs + 1 i1

Complete Menu KPI Reviews (2x year)

Copy Testing +

Conduct concept testing for new GM ads using Kantar.

Asset Pre-Testing +

Conduct pre-testing research for advertising campaigns, new packaging and merchandising creative with Neurons to provide optimization opportunities prior to launch.

Project Goals
AFM INTELLIGENCE
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
Planning Kickoff + 0

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.

Insights COE + 1 i1

Lead Insights COE capturing input from department leaders in two major sessions during the fiscal year.  September for input and needs on Planning Kickoff and post-Phase I for potential project ideas for the upcoming fiscal year.

Tentpole Day-After Studies + 1 2 1 i1

Conduct research using Quantilope for "Day-After" study series - 4th of July, NYE, NYD, Super Bowl and Cinco.

AFM.com Insights Posts + 3 i3

Work with Digital team to create 6 insights posts to live on new AFM site.

LinkedIn Posts + 1 1 i1

Create 3 LinkedIn posts throughout the year highlighting key insights.

Project Goals
MARKET INTELLIGENCE
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
National Foodservice Review + 0

Complete national foodservice review by September 1.

National Retail Review +

Complete national retail review prior to IFPA to equip Shopper & Trade with most recent category performance data and trends.

Neurons Historic Pre-Testing Performance +

Using Neurons partnership, retest all historic assets tested thru Zappi to identify incremental insights with the AI tool.  Integrate results into pre-testing database.  Deliver formal perspective to leadership.

Retailer Segmentation Proposal +

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

Foodservice Segmentation Enhancement +

Identify enhancement opportunities for Foodservice Segmentation prior to Planning.

Supplier Assessment +

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

Produce Brand Tracker +

Lead Produce Brand Tracker that monitors AFM's progress to superior brand affinity as well as complementary KPI and shopper path-to-purchase.  Present internally and incorporate into external reviews.

Marketing Effectiveness +

Coordinate with Havas team to execute and analyze Disqo studies for marketing effectiveness.

Foodservice Collaboration +

Partner with Foodservice team on two RIPE sessions or Trend Tours with operators to provide analytical support. (50%)

Collaborate with Foodservice to develop and deploy a minute survey to establish baseline number to understand the impact of our training on innovation for fresh avocados and deploy after each experiential AFM event (Trend Tour, MIM, Avo Us etc) - plan to use more fresh etc. (50%)

ARIQ Exploration +

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

Project Goals
LONG-TERM STRATEGY
2025-2026
Q1 Q2 Q3 Q4
Objectives Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Score
Planning Council + 0

Lead the Planning review for the Improvement Council.  Solicit feedback from participants about each stage of Planning, consolidate feedback and collaborate with team members for final recommendation.

Coupon Dashboard & Historic Media Metrics +

Finalize Coupon dashboard in Power BI (50%) and integration of Media metrics in scorecard pending reception of historic data (50%).

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 as new state population projections are released (August 2025).  Present to CEO and incorporate into Planning Kickoff.

Demand Landscape +

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

Executive Scorecard + 1 1 1 1 1 1 1 1 1 1 1 i1

Provide ongoing reporting of KPIs through the Executive Scorecard.

ROI Analysis +

Conduct marketing ROI project with Keen with investment captured through Cinco program.

BHAG Goals