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Strategic Account Management Template
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Stay on top of your strategic accounts with this comprehensive template designed for Strategic Account Directors in the automotive industry. This template helps you keep track of multiple projects simultaneously, ensuring no task falls through the cracks. From creating project plans and scheduling meetings to developing account strategies and delivering reports, this template covers all essential aspects of strategic account management.
Leverage this template to organize and prioritize tasks, monitor progress, and update plans as necessary, ensuring efficient and effective project management.
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Strategic Account Management in Priority Matrix
Efficiently manage strategic accounts with a comprehensive plan to track projects, deadlines, and deliverables.
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Proposed Tasks
Critical and Immediate
-
Task 1: Create Project Plan due in 1 week
☐ Identify key deliverables for each account ☐ Set deadlines for each deliverable ☐ Allocate resources for each task -
Task 2: Schedule Initial Meetings with Account Teams due in 2 weeks
☐ Identify key team members for each account ☐ Schedule meetings with each team -
Task 8: Hold Review Meetings with Account Teams due in 2 months
☐ Schedule and hold review meetings with each team -
Task 12: Monitor Account Satisfaction due in 12 weeks
☐ Monitor account satisfaction levels ☐ Identify any issues or concerns -
Task 14: Hold Review Meetings with Account Teams due in 14 weeks
☐ Schedule and hold review meetings with each team -
Task 18: Monitor Account Satisfaction due in 18 weeks
☐ Monitor account satisfaction levels ☐ Identify any issues or concerns -
Task 20: Hold Final Review Meetings with Account Teams due in 5 months
☐ Schedule and hold final review meetings with each team
Critical but not Immediate
-
Task 3: Develop Account Strategy due in 3 weeks
☐ Review account objectives ☐ Develop strategic plan for each account -
Task 4: Review Account Performance due in 1 month
☐ Review previous performance data ☐ Analyze strengths and weaknesses -
Task 9: Update Account Strategy due in 9 weeks
☐ Review and update account strategy as necessary -
Task 11: Review Project Performance due in 3 months
☐ Review project performance data ☐ Analyze strengths and weaknesses -
Task 15: Update Account Strategy due in 15 weeks
☐ Review and update account strategy as necessary -
Task 17: Review Project Performance due in 17 weeks
☐ Review project performance data ☐ Analyze strengths and weaknesses
Not Critical but Immediate
-
Task 5: Deliver Initial Project Report due in 5 weeks
☐ Compile initial project report ☐ Deliver report to stakeholders -
Task 6: Monitor Project Progress due in 6 weeks
☐ Monitor progress of each account ☐ Identify any issues or delays -
Task 10: Deliver Interim Project Report due in 10 weeks
☐ Compile interim project report ☐ Deliver report to stakeholders -
Task 16: Deliver Final Project Report due in 4 months
☐ Compile final project report ☐ Deliver report to stakeholders
Not Critical and not Immediate
-
Task 7: Update Project Plan due in 7 weeks
☐ Review and update project plan as necessary -
Task 13: Update Project Plan due in 13 weeks
☐ Review and update project plan as necessary -
Task 19: Update Project Plan due in 19 weeks
☐ Review and update project plan as necessary