ER PLANNING& MY ROLE AS MCP WITH IT : ER PLANNING& MY ROLE AS MCP WITH IT IPM Virtual Classes
From where comes from? : From where comes from?
ER Plan facts: : ER Plan facts: Its driver is the BUDGET from your entity, without it there is nothing to start.
According to the participation from the different sources of incomes, you define an ER Target = Amount of money to be raised.
Without a proper financial management the ER Plan loose its accuracy, basic processes like Budgeting are key for such purpose.
Suggested ER Plan Flow: : Suggested ER Plan Flow:
Suggestions for ER Plan Tracking : Suggestions for ER Plan Tracking Check the weekly priorities from your VPs and make sure they include their financial target from the week/month on them.
At the end of the month 1, hold a meeting with the responsible for incomes from your team (MCVP ER, ICX, OGX, Projects) to check the income target from month 2 and set the absolute and relative contributions from their areas to the budget.
Suggestions for ER Plan Tracking : Suggestions for ER Plan Tracking Remember a proper tracking from the achievement from ER Plan goals is highly affected by your CASH FLOW.
Having an Account Management System in place (like salesforce.com, CRMs, partnership module on myaiesec.net) add a lot of value in the way you can track your ER Goals.
For medium and small countries all MC members should have an individual income target from the plan and reach for it.
HOW AN ER PLAN LOOKS LIKE? : HOW AN ER PLAN LOOKS LIKE? Income target.
Products with price and benefits.
Members with their % of the target according to their internal roles (corporate, non corporate, government, partnership manager).
Prospects timeline.
Current Activity - HOT-WARM-COLD table (check the image)