1. Your customer’s company LOGO HERE
5/12/2019
Your customer’s company LOGO HERE
Planning Year:
Orders: $
Revenue: $
Gross Margin: $
(Your Name) CAE, Client Account Vice President
Blueprint Multi-Year Strategic Account Plan Summary 2007
HP template

2. Your Client Business Overview
5/12/2019
Segment
Results (’0?)
Operating Summary
Overall Total
Income:
Profit:
YOY Growth:
Business Unit:
Income: $
Profit: $
YOY growth:
Income: $
Profit: $
HP template
S3 - make this slide generic – so they can fill this in with their – stuff….and at end of the dec – put instructions at to where to send this to get coaching feedback and set-up boot camp sign-up….(mini-ACES)

3. Client Business Profile
5/12/2019
Client Business Profile
Client Financial Trends
Client Strategic Imperatives 1. 2. 3. 4.
Client Focus Areas 2.
HP template

4. Your Client Executive Organisation Chart
5/12/2019
Your Client Executive Organisation Chart
Regional CIO’s or Key Executives
- Asia
- North America
- Mexico
- Latin America
- EU
HP template

5. Insert Your CBP Key Account Findings
5/12/2019
Insert Your CBP Key Account Findings
Any New Client Business Directions? Elaborate.
Any New Business Opportunities with Client or for Unisys? Elaborate.
How is the client perception of Unisys? Elaborate.
Are there any regional issues or new developments? Elaborate.
How is the global team coverage? Elaborate.
Is there a culture of outsourcing? Elaborate.
Is IT Spending Growing, Static or Declining? Elaborate.
What are the key regional growth areas for your client? Elaborate.
HP template

6. MSAP Sales Metrics 5/12/2019 HP template Current and Potential Deals
Opportunity
Value ($)
Date
Win%
Pillar
Opportunity #1
Opportunity #2
Opportunity #3
Opportunity #4
Opportunity #5
Opportunity #6
Opportunity #7
Opportunity #8
Key Initiative #1
Open Source
Key Initiative #2
Security
Key Initiative #3
MS/OS/Sec/RTI
Key Initiative #4
RTI/Sec
Validated Pipeline
Pipeline growth (aspire)
Key Financial Data (Worldwide)
Key Partner Strategy
Partner’s Involvement
Status
Partner #1
Partner #2
Partner #3
Partner #4
* - Total project value
HP template

7. “Initiatives 2006–2008” Key Initiative #1 Key Initiative #2
5/12/2019
“Initiatives 2006–2008”
DESCRIPTION
DATE
PILLAR
POTENTIAL VALUE
RESOURCE REQUIREMENT
Begin
Decision
Key Initiative #1
Key Initiative #2
Key Initiative #3
Key Initiative #4
HP template

8. Account Sales and Technical Resources
5/12/2019
Account Sales and Technical Resources
Account Principle Lead
UK/EU
Latin America/Mexico
North America
Asia
Operational UK
France
Brazil
Argentina
Mexico
Marketing
Resourcing - HPC
Operations
Legend
Green = Fully committed/right resource
Orange = Identified/vetting resource
Red = Need agreement/In negotiation
HP template

9. Action Plan Executive Committee Dashboard: Call to Action 5/12/2019
Executive Relationship Mapping
Account Transformation Score Card
Exec. Name
Position
Unisys Lead
Activity
Status
Actions
Relationship
2 weekly & quarterly
Executive Committee Dashboard: Call to Action
HP template