Jake Poole 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 + i1 20% 98.25

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

CURE BOWL SPONSORSHIP + 30%

Lead a Cure Bowl taskforce. Collaborate with Marketing team on fulfilmment of entitlement assessment.  Provide a full recap of the Cure Bowl with a recommendation for FY 25 during Planning

OND SEASONAL DISPLAY SELL IN + i80,300 23.25%

Sell in a total of 80.3k EQ bins for the entire OND sea

OND POST ANALYSIS + 25%

Collaborate with Shopper  team to assess effectiveness of our OND program.  Evaluate volume, ad activity,  consumption  and key shopper metrics for the FY 24 OND time period. Provide assessment first week of Februrary 2024 in time for planning.

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
FIELD AGENT ANALYSIS + 0

Provide an analysis of the two  September 2023 field agent audits with key insights and recommended actions  by Dec 15, 2023

TRADE BUDGETS +

TRADE BUDGETS: Coordinate monthly updates for all indiviual region trackers and update total budget. Assess process and provide a recommendation on how to improve by Dec 30, 2023

PREMIUM VENDOR MANAGEMENT & OPTIMIZATION +

Lead relationship with all premium vendors and ensure all vendors deliver have the optimal pricing available.  Conduct a review/RFP of premium vendors by April  2024

TRADE BUDGET Cont +

Work with the Trade team to ensure communication/reporting of  % spend by month.  Provide a report with the drivers of all trade regional spends that are less than 60% YTD by end of April.

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.

SHOPPER AND TRADE MONTHLY QUARTERLY PROGRAM SPEND ANALYIS +

Lead and organize the shopper and trade quarterly spend analyis for  Keen.  Provide an update to vendor at the end of each quarter with the first delivery of data by Dec 8th, 2nd cut by May 30 2024. In order to receive full credit must provide by due date.

COMMERCIAL BUDGET + 1 1 1 1 1 1 1 1 1 1 i1

Collaborate with the Commercial team to accurately reconcile the dept marketing and travel budgets on a monthly basis. Provide reporting in the monthly meetings. 

HAB AUDIT ANNUAL BUDGET TRACKING +

Maintain and update the annual tracker for the 5 year HAB audit report. 

Working Non Working Dollar Tracker + i80

Main and track the working vs non working dollar spend. Ensure 80%  working dollar spend in our overall Shopper/Trade marketing budget.

Project Goals
INTELLIGENCE REPORTING
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
FOODSERVICE KPIS + 7% 7

Develop clear FS KPI's by August 2023.

ARIQ AUTOMATED REPORTING +

Develop an automated dashboard for historical and seasonal display tracking by Sept 2023

RETAIL VS COMPETITION AUTOMATED REPORTING +

Work with Nielsen & Research Team to develop fully automated tool by end of 2023 comparing retailer KPIs to their ROM at standard Nielsen intervals to launch by December 2023

BAG & BULK MIX ANALYSIS +

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.  

ARIQ SEASONAL AND PORTABLE REPORTING + 0 0 1 0 1 1 1 1 i2

Update seasonal reports after completion of each program and maintain a monthly and historical tracker for portables and seasonal bins. Refine reporting and share out once the automated dashboard is rolled out.

MONTHLY ADS INTELLIGENCE REPORTS + 1 1 1 1 1 1 1 1 1 1 i1

Lead monthly ad intelligence audit reports (ie: Numerator). Provide and present report to Trade team on a monthly basis.

METRICS TRACKING + 1 1 1 1 1 1 1 1 1 i1

Lead the monthly metrics tracking for the department. Provide a recommendation by June 30th on how to improve the process and report for the new fiscal year.

STAKEHOLDERS COMMS LIST MGMT + 1 1 1 1 1 1 1 1 1 i1

Maintain a monthly report for Retailers, Importers, Avo Insiders List

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

RETAIL SEGMENTATION +

Maintain the retail segmentation analysis and provide an update 2 times per year (one post accrual closing and final one at the end of FY 24).  Present findings at completion of each update. 

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
COUPON PLATFORM INNOVATION + 0

Test Aisle & Prodege platforms as part of our coupon innovation strategy. Provide recommendations and benchmark strategy by Planning Phase 1.

COUPON STRATEGY & ASSESSMENT +

Conduct an FY24 coupon/rebate results and strategy assessment to understand all platforms' effectivenss/efficiencies/pros/cons and explore any new technologies/platforms. Include an analysis based on the new targeting approach, recommendations for FY25 and present by Planning

TRADE ACCOUNT SPECIFIC COUPON REDEMPTION +

Lead the tracking and reporting of the trade account specific couponing. 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

 Lead the tracking and reporting of the 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. Provide updates on a quarterly basis (Dec, March and June)

Project Goals
FS Base Busineess
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
NRA INTERACTIONS + i60 0

Achieve 60 interactions, engagements and/or meetings during NRA and provide recap for post show analysis. 

NON COMM LTOS - TIER 1 (NATIONAL REACH) + i100

Sell in turnkey programs to contract feeder partners to gain participation in  100 locations.

BOH AVO U TRAINING MODULE SIGN UPS + i100

 Achieve 100 course sign-ups by end of fiscal year.

EDUCATION TOOLKITS + i50

Sell in 50 Education Toolkits to Operator Partners/Distributors.

BHAG Goals