Templates

Standardise how key activities are planned and delivered

Categories
Categories
Topics
Topics
File Type
File Types
Subscription Type
Subscription

Facing vs Sales Uplift Scenario Template

Model facings versus sales
Tool # 8119
|
Excel File
|
Subscription

Brand to Sub-Category Alignment Exercise

Align brands to subcategories
Tool # 8120
|
Excel File
|
Subscription

Promotion Proposal Brief Template

Brief a promotion proposal
Tool # 8121
|
Word Doc
|
Subscription

Promo Plan vs Category Strategy Checklist

Check promos against strategy
Tool # 8122
|
Excel File
|
Subscription

TM Simple Category Classification Matrix

Classify your categories simply
Tool # 8123
|
Excel File
|
Subscription

KAM Analysis Fields

Structure key-account analysis
Tool # 8108
|
Excel File
|
Subscription

Portfolio Categorisation in Marketing

Categorise your portfolio
Tool # 8124
|
Excel File
|
Subscription

Five Evolution Stages of KAM Relationships

Five stages of KAM
Tool # 8109
|
Excel File
|
Subscription

Types of Promotions by Category Role

Match promotions to category role
Tool # 8125
|
Excel File
|
Subscription

KAM Commercial Plan

Build a key-account plan
Tool # 8110
|
Excel File
|
Subscription

Trade Marketing Expenses and Codes

Code trade marketing expenses
Tool # 8126
|
Excel File
|
Subscription

TM Calendar Template

Plan your TM calendar
Tool # 8111
|
Excel File
|
Subscription

Trade Marketing – Integrated P&L by Channel

See P&L by channel
Tool # 8127
|
Excel File
|
Subscription

SMART Objectives

Write SMART objectives
Tool # 8112
|
Excel File
|
Subscription

KAM Account Segmentation Criteria

Segment your key accounts
Tool # 8113
|
Excel File
|
Subscription

TM Human Resource CY Plan Template

Plan this year's resources
Tool # 8097
|
Excel File
|
Subscription

TM POS Resources

Plan point-of-sale resources
Tool # 8098
|
Excel File
|
Subscription

TM Investments Plan

Plan trade marketing investment
Tool # 8099
|
Excel File
|
Subscription

TM Brand Channel and Tactics Plan

Plan brand, channel, tactics
Tool # 8100
|
Excel File
|
Subscription

TM Branding Plan

Plan your branding
Tool # 8101
|
Excel File
|
Subscription

TM Retailer Themes Plan

Plan retailer activation themes
Tool # 8102
|
Excel File
|
Subscription

Channel Scorecard – What Not To Do

Channel scoring pitfalls to avoid
Tool # 8083
|
PowerPoint
|
Subscription

Demographic Analysis

Analyse market demographics
Tool # 8103
|
Excel File
|
Subscription

Channel and Portfolio Alignment Scorecard

Score channel-portfolio alignment
Tool # 8084
|
PowerPoint
|
Subscription

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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.

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