Pricing and Rebate Information Sharing Project Template

Pricing and Rebate Information Sharing Project in Priority Matrix

Seamlessly share pricing and rebate information with your sales and marketing teams.

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Proposed Tasks

Critical & Immediate

• Task 1: Establish Pricing and Rebate Database due in 1 week
  ☐ Identify essential pricing and rebate data ☐ Design database structure ☐ Create database
• Task 2: Populate Database with Current Pricing and Rebate Information due in 2 weeks
  ☐ Gather current pricing and rebate data ☐ Enter data into database
• Task 9: Evaluate Effectiveness of Communication and Update Process due in 10 weeks
  ☐ Collect feedback from sales and marketing team ☐ Analyze feedback ☐ Identify any changes needed
• Task 13: Maintain Pricing and Rebate Database due in 6 months
  ☐ Ensure database is up-to-date ☐ Regularly check and fix any issues with database
• Task 17: Prepare for Next Year's Pricing and Rebate Information due in 10 months
  ☐ Identify potential changes for next year ☐ Prepare for those changes

Critical & Not Immediate

• Task 3: Develop Process for Regularly Updating Database due in 3 weeks
  ☐ Identify frequency of updates ☐ Create process for collecting and entering new data
• Task 4: Train Sales and Marketing Team on Accessing and Using Database due in 1 month
  ☐ Develop training materials ☐ Conduct training sessions
• Task 10: Implement Changes to Communication and Update Process due in 3 months
  ☐ Identify necessary changes ☐ Implement changes
• Task 14: Ongoing Evaluation of Communication and Update Process due in 7 months
  ☐ Regularly collect and analyze feedback ☐ Make necessary changes
• Task 18: Communicate Next Year's Pricing and Rebate Information due in 11 months
  ☐ Collect new pricing and rebate data ☐ Share new data with sales and marketing team

Not Critical & Immediate

• Task 5: Establish Communication Channels for Sharing Updates due in 5 weeks
  ☐ Identify best channels for communication ☐ Set up channels
• Task 6: Implement Regular Update Meetings due in 6 weeks
  ☐ Schedule meetings ☐ Prepare agenda for first meeting
• Task 11: Continue Regular Update Meetings due in 4 months
  ☐ Continue to collect new data and present at meetings ☐ Continue to discuss any issues or changes
• Task 15: Regular Reporting on Pricing and Rebate Information due in 8 months
  ☐ Create regular reports on pricing and rebate data ☐ Share reports with relevant teams
• Task 19: Train Team on Next Year's Pricing and Rebate Information due in 1 year
  ☐ Develop training materials for new data ☐ Conduct training sessions

Not Critical & Not Immediate

• Task 20: Start New Year's Pricing and Rebate Information Process due in 13 months
  ☐ Start new year's process ☐ Ensure all team members are informed and trained
• Task 7: Prepare First Update Meeting due in 7 weeks
  ☐ Collect any new pricing and rebate data ☐ Prepare presentation of data
• Task 8: Conduct First Update Meeting due in 2 months
  ☐ Present new data ☐ Discuss any issues or changes
• Task 12: Ongoing Training for New Team Members due in 5 months
  ☐ Identify new team members ☐ Train new members on accessing and using database
• Task 16: Annual Review of Pricing and Rebate Information Process due in 9 months
  ☐ Conduct comprehensive review of process ☐ Make necessary changes for next year