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Discussion with Tapas [Jul-25] - Coggle Diagram
Discussion with Tapas [Jul-25]
Challenges
Staying on top of opportunities
SFDC Hygiene
Quality of proposals
Delegation without accoundability
Grooming of next line of defense
Staying on top of case study refreshes
Availability
Seeking approval from wrong channels on rates etc.
Skill is there, intent is missing
OKRs to consider
Grooming next line
Number of MIS based KSS sessions conducted per quarter with feedback score, attendance
Review last 3 years reverse appraisal feedback and baseline
Number of BA-driven case study walkthrough sessions conducted in a month
Availability
ES+ data review
Opportunity ownership
Common SFDC reports for meeting with presales, marketing and AM - all data must be updated daily
Monthly tracker of number of proposals submitted, type of proposal, size of each opportunity, was there any quality escalation, any innovation?
Vikram's access removed
Case studies / collaterals
Monthly tracker of case studies refreshed, whitepapers created, articles written
Next steps
Have a discussion with him voicing out concerns
Find a back-up quickly
Define and share clear OKRs