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  • Tool ID: 3201
  • Author: OliiR Academy

Readiness Assessment

Most Trade Marketing functions are asked to deliver against ambitious commercial plans without a structured view of whether the function is actually ready to deliver. Capability gaps surface only when results disappoint — too late to act.
$0.00
  • Tool ID: 3201
  • Author: OliiR Academy

Tool's Overview

Most Trade Marketing functions are asked to deliver against ambitious commercial plans without a structured view of whether the function is actually ready to deliver. Capability gaps surface only when results disappoint, too late to act.

This tool replaces post-mortem analysis with a structured upfront readiness check. It assesses the function across people, process, tools and execution, and surfaces the specific gaps that will hold back delivery.

The output is a focused readiness scorecard and a prioritised action list, used before the plan begins, not after it fails.

What This Tool Does

This tool enables Trade Marketing leaders to:

  • Assess the function's readiness across four critical dimensions
  • Generate a quantified readiness score by section and overall
  • Identify specific people, process, tool and execution gaps
  • Produce a prioritised action list before the commercial cycle begins
  • Track the function's readiness improvement over time

It moves capability assessment from a reactive post-mortem to a proactive enabler of commercial delivery.

When to Use This Tool

This tool is typically used when:

  • Before the start of a new commercial cycle or annual plan
  • Ahead of a major launch, channel expansion or category entry
  • After restructuring or onboarding new Trade Marketing leadership
  • When commercial results suggest execution capability is the constraint
  • During capability planning and team development discussions

Who Should Use This Tool

This tool is intended for:

  • Heads of Trade Marketing and Commercial Directors
  • Capability and Commercial Excellence teams
  • Sales Directors assessing field execution readiness
  • HR and Talent partners involved in commercial team development

It is equally relevant for established Trade Marketing functions and for organisations newly building the discipline.

How the Tool Is Structured

The tool is organised into the following working sections:

  • People — capability, structure and accountability readiness
  • Process — planning, execution and review process readiness
  • Tools — systems, data and toolkits readiness
  • Execution — field, channel and shopper-facing readiness
  • Action Plan — prioritised improvement actions by dimension

This ensures the assessment produces both an honest readiness verdict and a concrete improvement agenda.

Access Options

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  • Download in Microsoft Formats.
  • Excel, Word, PowerPoint.
  • Fully editable, ready to implement.

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

  • Testimonials
Before this program, our trade marketing team was stuck in 'execution mode'—constantly firefighting and reacting to sales requests. This course gave them the structure to stop fixing gaps and start leading the category strategy. They are finally operating as the engine room of our commercial growth.
— Commercial Director, Global FMCG Manufacturer
The biggest impact has been on our internal alignment. We used to have Sales, Marketing, and Trade working in silos, often with competing priorities. The Mini-MBA created a shared language and a single commercial rhythm. Now, when we approach a retailer, we speak with one unified voice.
— VP of Sales & Marketing, Regional Distributor
Trade spend is our second biggest P&L line, yet we were spending it on instinct. This program gave my team the financial discipline to actually measure ROI. We’ve stopped the 'surprise promotions' and started building investment models that actually justify the funding.
— General Manager, Food & Beverage
Our conversations with buyers have completely changed. We moved from simply pushing SKUs to presenting data-backed category stories that defend our shelf space. The team now has the confidence to justify listings and challenge retailers with insights, not just price.
— Head of Modern Trade, Personal Care Brand
What I appreciate most is the practicality. My team didn't just learn theory; they came back with ready-to-use JBP templates and Scorecards that we implemented immediately. It brought order and predictability to our daily work routine.
— HR Director, Consumer Goods
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