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0-5 years of experience
Performed research and financial analysis as a member of a highly selective team during the divestiture process of a $1.4
billion business. Prepared management presentation/offering memorandum, organized data room, and interfaced with lead investment bank during due diligence Q&A period.
- Created CEO communications including Quarterly and Annual Announcements for an audience of ~25,000 employees.
- Relocated to Hong Kong for 6-month assignment. Visited sites in Zhongshan and Shenzhen, China and worked with cross-cultural teams in projects focused on business transition following divestiture completion.
- Conducted market and competitive analysis for different business segments and verticals including forecasting market
- Managed a team that produced adjacent markets analysis, company profiles, and competitive assessments.
0-5 years of experience
Supported the strategic planning team in strategy development for CPG marketing programs.
- Observed shopper behavior in the retail environment to provide recommendations for marketing initiatives.
- Collected and compiled industry trends, case studies, competitor analyses, and potential partnerships for internal and client teams.
- Worked collaboratively with account and creative teams to guide development for client growth.
- Organized and led monthly creativity workshops for colleagues to stimulate inspiration.
- Pulled and analyzed data from Nielsen Spectra, Nielsen Homescan, and 3M Eye Tracking technology.
- Accounts: Starbucks, McCormick, Clorox, Boulder Brands, Microsoft, Georgia Pacific, Juicy Juice, and New Business clients.
0-5 years of experience
Managed all aspects of the permanent supportive housing initiatives, facilitated internal projects and secured additional funding. Responsible for grant administration, including HUD 811, OHCD, CDBGs, etc.
- Developed new agency website, logo and annual appeal process. (WordPress)
- Increased appeal profit by $30,000 making it the most profitable appeal to date.
- Successfully acquired over $275,000 in grant monies in six months.
- Represented agency to businesses, local government officials and state agencies as requested.
- Researched other successful associations to determine best practices. Reviewed and assessed the viability of the organizational structure.
- Crafted and presented proposals for the agency including implementation timeline and resources required.
- Managed databases, researched, developed and implemented effective updates and utilization strategies.
- Served as the main point of contact for all emergency shelter renovations.
0-5 years of experience
Senior strategic plans and policy analyst for Headquarters, Department of the Army (HQDA), Deputy Chief of Staff, G-3/5/7, Analysis Division, Army Asymmetric Warfare Office (AAWO). Designs, coordinates, and evaluates solutions for Army asymmetric warfare (AW) concepts, policies, and priorities. Prepares options and develops recommendations to Director of Operations, Readiness and Mobilization, DAMO-OD. Maintains visibility of the strategic environment at the Army, Joint, and OSD levels; applies subject matter expertise on strategic issues with respect to AW; ensures AW is captured in Army strategic documents, including the Army Strategy and Army Campaign Plan. Provides specialized expertise to plan, and coordinate, and assist in the execution of strategic decisions regarding AW policy throughout the Army.
- Coordinated and synchronized Army AW efforts with the Army Staff and subordinate organizations, including requirements for equipment acquisition, force structure, doctrine, leader development, and training.
- Principle author of the 2009 Army Asymmetric Warfare Concepts and Vision (white paper).
- Developed an Army CIED Strategy that ensures the Army is prepared for future, post Operation Iraqi Freedom and Operation Enduring Freedom, IED threats.
- Lead analyst for the assessment and review of the US Army's "2010 Counter Improvised Explosive Devise (CIED) Strategy".
- Lead analyst for the development and creation of the Department of the Army CIED Synchronization Integrated Process Team (IPT).
0-5 years of experience
Provided a broad range of in-depth studies / qualitative analyses for key accounts, including Expedia, Amazon Kindle, Lexmark Printer, Minute Maid, Simply Orange and Odwalla. Assisted on numerous new business pitches.
- Analyzed industries and segments to create thorough situational and SWOT analysis, providing internal teams and clients with a more comprehensive grasp of the competitive and cultural landscape.
- Repositioned Minute Maid and Simply Orange, including new packaging. Helped grow market share of Simply Orange 2.3% (11.4% in sales) and Minute Maid .6%, despite a %4.2 drop in the overall segment.
- Engaged college age kids to make Odwalla more relevant and desirable to their demographic.
- Helped launch Lexmark's new Genesis printer. As well did product innovation for Coca-Cola/Minute Maid.
- Developed key report on the recession and its affects on consumers. Managed qualitative and secondary research.
0-5 years of experience
Leading U.S. marketing services agency specializing in retail promotions - acquired by Schawk in 2005
- Built, led and grew agency's first creative and brand strategy team delivering thought leadership and market insights to a growing and diverse portfolio of retail clients
- Pitched and won first seven clients, including Sears, Home Depot, Ulta Cosmetics, Kellogg's and Office Max, growing revenues exponentially in the first year - success positioned firm as an attractive acquisition prospect for Schawk
- Researched and wrote "The Coolest Dad", a compelling white paper showcasing trends among today's fathers, presented to over 500 attendees at the 2005 Retail Marketing Institute annual conference
- Created and launched a successful multimedia brand campaign for Wahl leveraging insights on attitudes and behaviors of a redefined home hair care consumer market - successfully raised brand awareness by 25% and sales by 50%
- Thoroughly researched and redefined lifestyle groups for The Great Indoors recommending customer segmentation, private label and in-store strategies to elevate the brand and improve the retail consumer experience
0-5 years of experience
Led long-range planning for $1 billion/year satellite program.
- Developed alternative space and ground architectures to meet budget reduction demands that went as high as $500M/year in impacts.
- Organized and led multiple overlapping year-long technical and cost analysis efforts to develop life cycle cost estimates, identify cost drivers, and define trades to reduce costs.
- Supported critical decisions resulting in realigned budgets to meet stakeholder needs.
0-5 years of experience
Responsible for the company's day to day operations, including revenue and sales growth
- Establish monthly performance goals, allocate resources, and assess policies and responsibilities for senior management
- Drive marketing campaign with the use of social media in order to align strategic business decisions with cost savings initiatives
- Successfully executed digital-business strategies, including social media outlets and websites, that led to an average increase of 50% in sales revenue
- Led team of 10 people to establish a list of over 100 clientele through market segmentation
0-5 years of experience
- Conducted brand research and developed strategy for 7 accounts; presented over 10 briefings to senior staff.
- Partnered with Consumer Insight department to design and field two wide-scale surveys focused on women and generational marketing-related preferences; distilled implications and opportunities for brands in the DFCB portfolio.
- Analyzed existing “pride movements” to identify how brands can leverage pride to establish loyalty among consumers.
- Investigated the relationship between mobile technology, consumer behavior and the retail landscape –brick & mortar and digital retail—to apply key findings to current Kmart mobile efforts.
- Participated in first ever strategic planning intern “collabetition,” receiving a rating of "outstanding" on final evaluation.
0-5 years of experience
Developed projects schedules for Transformation Change Management Programme
- Consolidated individual schedules of the program into Master Schedule utilizing MS Project 2010
- Performed due diligence assessment for Russian subsidiary of Weatherford International (GAAP& RAP project)
- Travelled to Moscow establish PMO processes, mentored Project Team on project management processes
- Prepared Stakeholders, Steering Committee, and planning meetings, project assessments and reports to sponsor
0-5 years of experience
- Constructed shopper profiles for Procter & Gamble brand initiatives at Walmart; identified who the shopper is by connecting behaviors, motivations, barriers, and purchasing intent
- Uncovered shopper media receptivity and provided media recommendations
- Recommended media vendors based on historical campaign performance including; CPM, impressions, clicks, CPC, and analysis of campaign CTR based on industry average
- Transformed client briefs into actionable and motivating creative briefs
- Led brainstorming sessions with digital, creative and account teams
- Conducted secondary research using Simmons, Mintel, Kantar, P2PI, eMarketer, etc.
- Developed flow charts and rationale with the Director of Media Planning and generated shopper insights with the Director of Planning and Insights
0-5 years of experience
Developed regional marketing campaign for potential clients
- Designed and constructed website and marketing materials
- Facilitated research and development of new territories
- Developed and managed relationships with local government, the business community, and the private sector.
- Orchestrated business continuity planning workshops in Dallas, Fort Worth, Arlington, Collin County, Rockwall, Austin, San Marcos, Schertz, San Antonio, and Houston.
- Successfully completed all objectives with minimal time and resources given
Strategic Planner Duties and Responsibilities
Crafting a solid business strategy involves many different tasks. Our analysis of job postings revealed the following as some of the core responsibilities of strategic planners:
Conduct Market Research Strategic planners collaborate with market researchers to conduct market research as a part of forming business strategies. This often involves coming up with the strategy behind the data being collected, the collection method, and factors being analyzed.
Analyze Industry Trends Strategic planners have to stay up-to-the-minute on the latest industry trends to know which strategies resonate with customers in their niche.
Conduct Financial Analysis Strategic planners create and analyze financial and budget reports to make strategic recommendations based on the company's financial health. This involves collaborating with financial analysts in larger corporations.
Analyze Sales Performance Strategic planners keep their finger on the pulse of sales metrics and key performance indicators to see if their business strategies are effective. When the results aren't what they expected, they are responsible for implementing adjustments.
Use Analysis to Create Business Strategies Strategic planners use their analyses to design business strategies.
Present Proposed Business Strategies to Decision Makers Finally, strategic planners present their business strategies to decision makers.
Strategic Planner Skills
Good public speakers, strategic planners are also strong self-learners with a passion for their industry. They have to be experts in their industry and on what their company offers. This includes understanding their company's unique core values almost as well as the founders themselves. Strategic planners have to stay on top of industry trends, which often involves going to networking events and following industry publications. Strategic planners also need the following skills to get a job:- Developing and implementing market research strategies within the market research team
- Creating and analyzing financial and budget reports to improve the company's financial health
- Analyzing key sales performance indicators to help improve sales results
- Collaborating with other departments to work on overall business strategy
- Creating presentations and data visualizations to present proposed business strategies to decision makers
Strategic Planner Education and Training
Strategic planners have to have a bachelor's degree to find employment. They major in subjects such as business, finance, marketing, or business communication. Their coursework includes financial forecasting, organizational communication, human resources, statistics, and the principles of marketing. The specific company knowledge required for this position comes through on-the-job training.
Strategic Planner Salary
According to Glassdoor, the national average salary for strategic planners is $73,456. Those at the high end of the scale make $105,000, while those on the low end of the scale make $50,000.
Strategic Planner Resources
The following is a list of resources is for those looking to find fulfillment as a strategic planner:
The Association for Strategic Planning - The Association for Strategic Planning was founded in 1999 and has grown to have dozens of chapters throughout the country. It hosts regular local chapter meetings and an annual expo that is held in a different major city each year. The ASP offers certifications that are trusted by nearly everyone in the industry. Its Strategic Planning Professional certification has two distinct levels.
Stratechery - Written by Ben Thompson, this blog covers strategic planning in the media and technology industries. It has gained praise from the New York Times, and it boasts subscribers in more than 85 countries. It is updated at least three times a week with free content and also has an accompanying podcast and member forum.
10 Steps to Successful Strategic Planning - The 10 steps outlined in this book are based on case studies of the strategic planning behind some of the world's most successful companies. It has worksheets and exercises to help strategic planners grasp the material.
Strategic Planning: An Interactive Process for Leaders - This book presents leadership as a hands-on, interactive process. It has great information about creating company culture, getting employees on board with strategy, and holding oneself accountable when things go sour.
Strategic Planning: As Simple as A,B,C - Written by a retired colonel, this book approaches strategic planning from a military angle. It is a perfect read for current and aspiring strategic planners.
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