Deep Dive: Account Strategy and Communication Planning
Manage clients proactively with effective account planning. Learn to link objectives and success measures to strategy, monitor stakeholder relationships, and develop communication plans.
Course Curriculum
Plan Communication
Link each interaction, whether a meeting or information check-in, with purpose back to overall strategy and stakeholder matrix to create momentum.
Understanding the Role of Account Planning
Learn the purpose and components of account planning that transform day-to-day delivery into a structured strategy for long-term client relationships.
Leveraging an Account Planning Framework
Integrate a structured template to define purpose, strategy, key stakeholders, and communication approaches to consistently align the account team.
Determining Overall Account Strategy
Identify and apply overarching strategic account goals and understand how each influences delivery.
Mapping Stakeholder Relationships
Categorize stakeholder relationships to inform engagement strategies that build influence intentionally within the client organization.
Planning Strategic Communication
Align every client interaction, whether a meeting, update, or informal check-in, with the overall account strategy to create momentum consistently.
About this course
9 lessons total
20 minutes training content
1 digital download included
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