Stakeholder Emergency Plan Template: Fill & Download for Free

As an Account Manager, you want to demonstrate to your client that you are optimising your partnership and leave absolutely no doubt they have made the right choice in doing business with your company. To do that, you’re going to need to dust off the strategy once in a while.Now before going on, let’s be clear on what I mean by strategy. It’s simply figuring out how to get from where you are to where you want to be, by the shortest route possible. It should have an impact. It might even be disruptive. It should change things for the better.There are quite literally hundreds of strategic planning frameworks that have been developed over the decades. For now, we’re going to ignore them all! This strategic planning guide is for the busy Account Manager who doesn’t have time to do a SWOT or PEST analysis. There are many ways to use this planning process, but for the purpose of this article, I’m going to assume you are designing the plan in collaboration with your client.So here’s my easy (in fact insanely easy) effective and quick strategic account plan.STEP 1: Getting Started With Your Strategic Account PlanArrange a 90-minute brainstorming session with your client dedicated to strategic account planning to answer the following 5 questions. It’s a great way to stimulate discussion and get the creative juices flowing.Don’t just focus on money. Financial benefits can take some time to realise. In fact, your strategy may involve spending, not saving money (i.e. upgrading products and services). What else is important to your client (and to you)?Let’s dive right in. No fancy equipment needed. Pen and paper, a whiteboard or your favourite note-taking app. You may also wish to record the session (with permission) on your phone or tablet for later review.1) Where are we?Discuss where you and your client are in your partnershipWhat is going well and what isn’t?Did you get there through good luck, bad luck, good planning or no planning?How does performance compare to benchmarks?Is this a trend (i.e. are things getting better or getting worse?)2) Where do we want to go?Think blue skies – what would drive the most value if there were no obstacles. Then group these into what’s realistic and what’s aspirational. This will help with prioritising. Don’t disregard the “someday” ideas – you’ll come back to them.What is the overall purpose or mission? What do you both want from your partnership?Are you happy or unhappy with the status quo?Is there are an appetite to do something totally different? Change the game?What is the biggest issue your client is facing?If there were no limits – what would you do?What new trends or technologies are emerging? Are you ahead or falling behind?3) What changes have to be made?Compare the current state and desired state. What’s inhibiting you?What would it take to do things 10x better than you do now?What are the risks (internal/external)? What is in or out of your controlWhat would create more opportunities?What do you need to stop or start doing?How can you improve performance?Consider alternatives. What’s your Options A, B and C?What are the quick wins? Sometimes a small change can have a big impact.4) How should changes be made?Change won’t happen overnight. There are things you can do yourself which will deliver a fast result but generally, you’ll need to persuade other people to buy into your strategy. How are you going to get their support – intellectually and emotionally?What changes can you control or undertakeWhat changes require engagement from stakeholdersConsider the who, what, when, where and how needed to make your strategy a reality.Should your focus be narrow or wide?What can you do for free and what will need a budget?5) How should progress be measured?Don’t get too hung up on measurement. A rough and dirty figure is fine. This isn’t going to be audited by a team of forensic accountants. You want to demonstrate progress that brings your strategic account plan to life.Improved financial performanceProcess efficienciesQualityCustomer experienceContinuous improvementRelationshipsIf you need some extra help to get the conversation going, check out this post on my blogYour Client Doesn’t Care: 45 Questions To Find Out Why.STEP 2: Evaluating and Prioritising Your Strategic Account PlanYou’re are going to end up with a huge amount of information and a big list of ideas which need to be translated into a strategic direction. In the Strategic Account Plan Template, there is a Whiteboard Worksheet where you can write these down if you wish.Now it’s time to evaluate objectives, set targets and identify the actions needed to achieve them. With your client review all your ideas:What are the pros and cons for each?How likely is it that they will succeed or fail?What are the costs?Which are the needs vs. the wants?How much time and resources will it take?Is it time sensitive or urgent?Is it going to be easy or hard? Is the return on investment worth the effort?Once you’ve done that, you’re going to score each idea:There will be some strategies that are so obviously winners and that leap to the top of the list. Give them a score of 3Some strategies have potential. Give those a score of 2There will also be those strategies that sound great, but seem unlikely to succeed (right now). Give them a score of 1Those that are just never going to work, discard.Anything with a 3 makes it to the top of the priority listAnything with a 2 needs further evaluationAnything with a 1 is on hold (for now). Time and opportunity may make these worth revisiting so don’t abandon them entirely.STEP 3: Creating the Strategic Account PlanSo now you have strategic priorities, it’s time to put them into the strategic account plan. Make it clear what time frame this plan applies for. Is it a calendar year, a 6-month plan, a rolling 12 months or perpetual? You can introduce your strategic account plan at any time. You don’t have to wait until the beginning of the year.CategoriesStart by assigning a category to every strategy. We’re going to borrow from the Balanced Scored and group our strategy into 4 buckets. Of course, you can have more (or less) but 4 is a good number that gives you diversity in your plan and focuses on other areas beyond the financial. It’ll also make it easier to communicate how well you’re doing.Here’s the 4 I use most frequently but choose any that’s relevant to you and your client.Financial (reducing costs)Customer ExperienceProcess (improve efficiency)Technology (optimise products and services)ObjectivesHere you enter your top strategies from the previous step (those with a score of 3). These will be the ones that you’ve assessed as the most impactful based on available resources and return on investment. They’ll also be the ones with a realistic chance of success. Some might be quick wins, others might be more mid to long term. They all deserve a place on the strategic plan. Every objective need to define a target, and how it will be measured.InitiativesFor each objective identify the initiatives necessary to achieve it. These are milestones – not every single action you’re going to take. It’s a strategic plan, not a project plan. So a very simple exampleObjective – Lose 15lbs by ChristmasInitiative – Run 3 x per weekAs with objectives, there needs to be a target and agreed measurement.STEP 4: Review and Revise Your Strategic Account PlanIt’s important to establish the frequency with which you and your client are going to review the success (or failure) of the plan. For large clients typically this will be quarterly. For smaller clients, it’ll be every 6 months. Be critical about what’s worked and what hasn’t. Be prepared to modify or even abandon some of your favourite strategies if they’re not working or if more important objectives have surfaced during the year. Your plan needs to be agile enough to respond to the current environment.When things are completed, tick them off the list – there’s nothing more satisfying.If you’d like to download a Strategic Account Plan Template head over to my blog where and read the full article:How to Create An Insanely Easy Strategic Account Plan

I personally like to rate a Prime Minister’s performance on the basis of mainly 3 factors:Economic AchievementsForeign PolicyInternal Security(National Security)I would like to pick out some of the most impactful Prime Ministers of India, and rate them on these particular metric, and hopefully come to a conclusion.Lets look at the most impactful Prime Ministers of India (I hope we can agree on these) :Jawaharlal NehruIndira GandhiP.V. Narsimha RaoAtal Bihari VajpayeeManmohan SinghNarendra ModiI will give a special mention to Rajiv Gandhi who i believe had more of a negative impact than positive, i will be giving details later on.Some might complain about the inclusion of Manmohan Singh, but allow me to explain. So let me put my case forward.Lets start now, shall we?Jawaharlal NehruHe is the reason why modern day India exists. We should never in the throws of extreme hate forget that. Yes, he had many shortcomings, but he was also the visionary who thought of making an Engineering and Management hub, that it is today. It was under him that the IITs and IIMs were established, and the modern economic blueprint of India was formed. Under him all the 563(roughly) independent presidencies were brought together to form the cohesive nation. He gave a modern, liberal template for India. His economics was a bit flawed as at that time, he was more of a socialist believing that centralized planning was the way forward as the free market economics had not caught on that much and it felt like a colonial takeover.Positives:Setting up the system of Democracy. Setting up India as we know it. Establishing 1 vote for every individual.It was under him that the IITs and IIMs were established, and the modern economic blueprint of India was formed.Under him all the 563(roughly) independent presidencies were brought together to form the cohesive nation.Negatives:Economic Policy of the socialists were flawed.Modernization of the army.Indira GandhiA brilliant feisty woman with the nerves of steel. But she had issues, major major issues. I like to think that she was the woman who crushed India’s chances in foreign trade by stifling trade, destroyed the banking system and made the tax payers stakeholders, to bail out the banks by nationalizing banks, turned around and said well i won a war, and created Bangladesh. She had her hero moments, like winning the 1971 war, and crushing the insurgency in Punjab, but she messed up more than she fixed like the 1975 Emergency, nationalizing of banks, trade restrictions, license RAJ, and many more. So a very mixed history. Yet she must be included among the most impactful Prime Ministers of India.P.V. Narsimha RaoProbably the most impactful Prime Minister in the context of modern India. He finds himself on this list, as we mostly owe everything in modern India to this man,our laptops, the I.T . Industry,mobile phones and even the cheap Mi Tvs.Positives :Liberalization of Indian Economy in 1991.Removing trade restrictions.Setting up of the NSE.Starting India on the nuclear path.The emergence of IT in IndiaYet his biggest failure must be the inability to control the rise of the right in India, and the Babri Masjid was destroyed under his watch.Atal Bihari VajpayeeProbably one of India’s most influential when it comes to Foreign policy, economic policy and defense policy. He was kind of like what Eisenhower was to America.Positives:Investment in infrastructure (Sagar mala, golden quadrilateral, national highways project, PM Gram Sadak Yojna)Pokhran Nuclear tests.Winning KargilNormalization of relations with Pakistan,USA and most importantly China.Sarva Shiksha AbhiyanGetting India out of the Hindu Growth Rate of 4%, and pushing into 7% growth.His only negatives that i can think of was probably why he lost the 2004 elections. In his failure he made the BJP even stronger. He did not condemn the Gujarat riots enough which led to a loss of allies which led to the loss of the 2004 elections or the BJP. Which in turn taught the BJP to never trust allies, and now that same Modi is ruling with over 350 seats. So in his loss, the BJP won big.Dr. Manmohan SinghNow coming to the other prodigy of the 1991 financial crisis, Dr. Manmohan Singh. No matter what your views might be, he also was one of India’s most influential PMs.His Positives:Civil Nuclear Deal with USA.MNREGA(A brilliant scheme to uplift millions out of poverty).Right to Information(RTI).Right to EducationAadhar.Fast Tracking the Indian Economy.Introducing VAT, formulating framework for GST.India reaching double digit growth figures in 2007.Ending of License Raj, introducing FDI(Foreign Direct Investment)His Negatives:Inability to act tough on corruption.Major terror acts in India.Perception as a man who had his keys somewhere else.Even though he might not have handled many things correctly(his weak positions against terrorist acts and corruption) , he did push for some major growth reforms in the country. The modern prosperous India owes a lot to this technocrat, Finance Minister and Prime Minister.Narendra ModiAfter 10 years of Manmohan Singh , India was hungry for a leader who would be able to take tough decisions , fight it out with the opposition, and make discernible changes to the structure of India. Now Modi is still the PM so it would be unfair to include him in this list, but as far as influences go, i believe after the win in 2019, he is looking like becoming one of India’ most influential PM’s of all time.Let me list some of his ‘high impact’ initiatives:GSTDemonetizationSurgical StrikesRepealing article 370Redesigning Planning commission into Niti AyogUjwala Scheme(Providing gas connections to poor households)Swatch BharatDigital India,smart cities, Make In India.Ayushman bharatForeign Policy: Improvement of ties with pretty much every other country.Many more to come, i am pretty sure of that.Now i want to mention someone who had a high impact, but i believe mostly negative impact, but he did not have much to show of , and that would be :Rajiv GandhiHe was responsible for some major decisions which had a largely negative impact on India. I am mentioning him separately as i believe he has been India’s most ineffective PM, having caused more problems than solved.They are:Expulsion of Kashmiri Pandits after the 1987 rigging of elections in Kashmir(by India), resulting also in the ensuing insurgency.Opening the gates of Babri Masjid in Ayodhya, to incite the Ram Janambhoomi incident, resulting in the rise of right wing parties in India.Shah Bano alimony case.India’s support to the Sri Lankan government during the bloody civil war against the LTTE.1984 Anti Sikh riots in Delhi.His handling of the Bhopal gas tragedy.Bofors scandal.So all in all India has had many Prime Ministers, each having their own contribution either taking India forward and some like , Rajiv and V.P. Singh, taking India backward. In all of this India has maintained a steady rate of growth , and thus Prime Ministers should be judged on their whole terms and mostly on the impact that they have had, and less on perceptions. so its tough to select the best,but laid out the facts now you decide.We went from Nehru:To Modi:But we did this through continuous transitions of power, because Nehru had created the setup to make this possible. Something unheard of in our neighborhood.

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