Cycle Planning

synchronising activity planning for maximum ROI

How We can Help

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We help clients improve the current Cycle Planning process or build an effective and efficient new process with the aim of

  • Ensuring better resource allocation and return on investment on activities
  • Providing consistency of planning and execution
  • Ensure past learning is built in to a continual feedback loop so that previous successes are repeated and any past failures are not
  • Establishing a clear link between activities and company / brand performance

Cycle Planning Explained

  • Cycle Planning is the process of planning, development, execution and review of all the cycle activities which impact the field force, and direct to consumer activities.
  • Cycle planning comprises three main components:
    • The Cycle Planning Meeting: this is the monthly meeting held to review current status on the planning, development, execution and review of cycle activities.
    • Annual Cycle Plan: rolling 12 month calendar of activities
    • Cycle Activity Planning: The process of planning and developing an activity, and then executing and reviewing it typically involves 6 main steps:
      • Activity Initiation: kick starting the activity
      • Activity Planning and Design: outlining how the activity will be structured
      • Activity Development: building the activity
      • Activity Communication: creating the communication
      • Activity Execution: in field
      • Activity Evaluation: review of both activity and cycles
  • Supporting this are 4 critical tools that make the Cycle Planning process function:
    • Activity Recommendation: each activity is initiated with the preparation of an Activity Recommendation, which sets out specific objectives and success measures
    • Activity Critical Path: for each activity planned in the Cycle Plan, an Activity Critical Path is created to set out lead times for all key actions involved in delivering the activity
    • Cycle Instructions, Sales Organiser & Sales Presenters: provides documented instructions of the next cycle activity for the Trade Marketing Representatives
    • Cycle Evaluation: each and every cycle activity must be evaluated after the execution in the field is complete, and all relevant information has been gathered to review the activity