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In: Operations Management

What are some good first 30-60-90 days plan example for an Account Manager (with half a...

What are some good first 30-60-90 days plan example for an Account Manager (with half a year training)?  

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Expert Solution

Account Manager

Phase

30 days

60 days

90 days

Learning assessments

Engagements

Actionable and ownership

Overall approach

Find the key stakeholders you need to engage with like your business head, audit team, and finance manager.

Identify the process and standard operating processes relevant to your area of operation

Create a list of priorities. Make a plan to achieve the targets and also identify the deadlines. Discuss the plan with your manager. Discuss areas of the business which you need to handle immediately and also discuss your tentative plan with schedules.

Identify the key deliverable and make a plan on achieving them. The deliverables should match the KRA and also the relevant organization objectives. Revisit your actions of the last 3 months and check your results. Fine tune your strategy to incorporate the informal feedback.

Strategy

Identify your key objectives in relation to organizations, goals, mission, and vision. Conduct a Swot analysis and find opportunities to convert the weakness to strengths and reduce the threats in your area of operation.

Understanding what are your differentiating factors. Review your goals and plans with key stakeholders. Take approvals of your tentative pals with the seniors, colleagues, and juniors,

Set up our short-term and long-term goals. Establish the planning process and identify the trade-offs required.

People and culture

Attend all relevant training specific to my area of operation. Identify any pending business and handle it immediately. Identify and join the relevant trade associations. Meet the old business contacts and start initiating conversation with new contacts. Identify the key influencers

Define areas which need to be handled. Understand the need to change business culture and discuss it with the team members

Develop coalitions and collaborations. Create a feedback system and close the gaps where required. Implement changes with an agreement with senior and junior team members.

Functional area details

Gathering relevant marketing and account information. Understanding the technical aspects of the business, Benchmarking the suppliers, clients etc

Study the existing process and how they limit your performance. Create definite performance metrics. Consider available options

Show your learning of your functional area and get more involved.

Create plans to integrate and stabilize cross-functional work streams. Create accountability matrix, create measurable goals and the follow-up system.

To sum it up you have to define your goals and discuss with your manager what your next 3 month plans will be and how you will achieve them keeping organizational objectives in sight.


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