How do I use this template for client engagement?

Start by populating the 'Information' branch with details on the client's 'Status quo' and budget cycles. Then, use the 'Strategy' branch to define your 'Plan A' transformation vision and identify which service lots your team is best positioned to deliver.

Is this Accounts and Industry cheat sheet editable in Xmind?

Yes, every node, including the 'Strategy' and 'Information' branches, is fully customizable. You can add more sub-nodes to the 'Powermap' or adjust the 'Plan B' contingencies to fit your specific industry vertical.

What is the 'Powermap and influencers' structure used for?

It is used for stakeholder mapping. It helps account teams identify key decision-makers and understand the social dynamics and existing working relationships that influence the procurement of technology services.

Accounts and Industry

Mark Gager

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Use cases

Stakeholder map

About

The Accounts and Industry mind map template is a strategic framework designed for account executives and consultants to manage complex client engagements and industrial partnerships. This 19-node template provides a structured approach to account planning, specifically focusing on the 'Costa' case study to illustrate high-stakes transformation projects. It covers two primary dimensions: 'Strategy', which outlines competitive positioning and delivery models, and 'Information', which tracks stakeholder dynamics and the current operational landscape. By utilizing this 'Accounts and Industry template', teams can effectively map out 'Plan A' scenarios for end-to-end transformation while identifying key 'Powermap and influencers' within the client organization. This 'Accounts and Industry cheat sheet' serves as a blueprint for shifting a client's current course and securing long-term service lots in technology and sourcing.

strategyindustrytransformation

Terms and Conditions

When to use this template

Account Directors and Management Consultants

Preparing for a high-stakes transformation partnership pitch

Sales Strategy Teams

Conducting a competitive landscape analysis during a budget cycle

Business Development Managers

Mapping out stakeholder influence for a new outsourcing contract

How to use this template

Step 1

Import the account template

Open the .xmind file in Xmind desktop or web app to access the pre-structured Costa account strategy layout.

Step 2

Map the client information

Update the 'Information' branch with current 'Status quo' data, including existing vendor relationships and budget timelines.

Step 3

Define the transformation strategy

Customize 'Plan A' and 'Plan B' to reflect your specific value proposition for end-to-end transformation and technology services.

Frequently asked questions

This template includes a dual-track structure for strategic planning and information gathering. It features specific nodes for transformation goals, competitive analysis against firms like PWC, and tactical planning for technology service delivery.

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