The Master Plan is the chapter of the Team Plan that:

• Defines the key parameters: segments, brands, channels
• Provides engagement guidelines for each combination of segment - brand - channel

Designing the Master Plan has 5 steps:

                                    Master Plan steps

1. Setup - defining the parameters
2. Capacity - estimating the Team’s total capacity for engagements in the target cycle
3. Plan Guidance - defining the frequency guidelines for each segment - brand - channel
4. Summary - reviewing any potential issues (flags) of the master plan
5. Submitting the plan - from the Summary page

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NOTE that only selected roles - i.e. SFEM, BUD, Brand Managers - have the permissions to edit the Master Plan. All other positions in the team will have read-only access to the Master Plan, and they will view it filtered at their level, i.e. a Rep will see the numbers in the Master Plan filtered at their territory level.

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Subpages

Master Plan Setup

Master Plan Capacity Estimation

Master Plan Guidance

Master Plan Summary

Master Plan Actions