X-Factor 2014 Manager Enablement Kit - Karin Hamel Senior Specialist, Internal Marketing and Communications Steven Carr Marketing and ...

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X-Factor 2014 Manager Enablement Kit - Karin Hamel Senior Specialist, Internal Marketing and Communications Steven Carr Marketing and ...
X-Factor 2014
Manager Enablement Kit

Karin Hamel
Senior Specialist, Internal Marketing and Communications

Steven Carr
Marketing and Communications Intern

Schneider Electric – IT Business – August 28, 2013
Table of Contents

                       X-Factor Overview
                     and 2014 Growth Pillars

                     Communication Timeline

                      Recognition Campaign

                         Manager’s Role

                          Key Contacts

Schneider Electric
X-Factor 2014 Overview
     ● What is the X-Factor Campaign?
            ● 2014 theme for NAM IT Business focused on driving growth through 4 key
              growth pillars
     ● What are X-Factor Attributes?
            ● Standard of excellence that will focus on the special qualities that have
              made us best in class for so many years
                     • What we strive for in ourselves, work, products, and solutions we provide
                     • The element that enables each of us to be luminaries in our fields
     ● What will the X-Factor drive in 2014?
            ● Growth and attainment of 2014 ambitions
            ● Energy and excitement within our people and teams
            ● Recognition for people and teams that play a key role in reaching our
              growth ambitions for 2014
                                The X-Factor will have 4 key growth pillars that will drive
                                the core of our messaging. As a manager, it is your role
                                   to become familiar with these pillars and how they
            Managers:                        relate to our ambitions for 2014.
Schneider Electric
Introducing….

Schneider Electric
2014 Growth Pillars
                               Key components                       Overall message
                               •   Alignment & Focus                This pillar is in place to ensure that all players understand
          eXecution of         •   Commitment                       how their role ties to our strategy. This starts with unified
            strategy           •
                               •
                                   Strategy Driven Targets
                                   Measurements of Accountability
                                                                    knowledge and commitment to our strategy, aided by
                                                                    focused execution to drive growth. With the necessary
                               •   Talent Development               empowerment an commitment, 2014 will be the year of
            Darrell Smithson   •   Market Validation and Trends     aligned eXecution.

                                                                    A culture of sales excellence will unify and strengthen our
             sales             •   Cadence
                                                                    most valuable differentiator- our customer facing teams.
                               •   Coaching
           eXcellence          •   Enablement                       We need to provide better coaching, modernized sales
                               •   Training (Sales & Mgt)           tools, efficient reporting & strategic training to fuel a
                John Knorr                                          world-class sales organization. With this solid foundation
                                                                    we position ourselves to achieve our growth ambitions.

           customer            •   Confidence in our Quality        Our ability to capture our growth potential is directly reliant upon
                                                                    the service which we provide our customers. We must drive
                               •   Continuous Process Improvement
          eXpectations         •   Market Segmentation              improvements that positively impact these external interactions
                               •   Technical Expertise              and exceed expectations. By placing the customer at the center
                                                                    of everything we do, we position ourselves as trusted advisors,
            Chuck Buckley      •   Customization Capabilities
                                                                    building loyalty and lasting partnerships.
                               •   On Time Delivery & Services

                                                                    We possess a robust offer which allows us to penetrate all
           eXceptional         •
                               •
                                   Prefab
                                   Services                         corners of the market thanks to our lifecycle approach.
              offer            •   Software                         Equipped with best in class solutions and products, we
                                                                    have the potential to grow our share and expand our
                               •   Core
               Jason Juley                                          reach. The caliber of our offer must be recognized
                                                                    internally if we are to convince our customers the same.

Schneider Electric
X-Factor Timeline and
                     Communication Plan
Schneider Electric
X-Factor Launch Week
     March 3rd-7th
         Launch                 One page overviews of 2014 X-Factor Growth Pillars
   X-Factor kickoff           Include: definition of the pillar, how it drives growth, aligns to
  video from Office            overall strategy, and sets expectations and goals for 2014
     of the SVP

                               eXecution of        sales            customer          eXceptional
                                 strategy        eXcellence        eXpectations          offer

            Monday: 3rd        Tuesday: 4th    Wednesday: 5th      Thursday: 6th      Friday: 7th

                               Recognition portal is open for submissions!

                             During the week of the kickoff it is your goal to make sure all of your
                          teams are familiar with, and understand all of 2014’s growth pillars. In
                           addition, please promote to your team the recognition portal, and urge
        Managers:                            them to submit stories of their own!

Schneider Electric
Growth Pillar Deep Dives
                                    What to expect          Unique to this
           Date        Focus         each week                  week

                                                           Tuesday 11th:
                     eXecution of                          All NAM IT Business training call
                                                           by Darrell Smithson, VP, Strategy
         March         strategy                            and Business Operations
                                       • Publicized
        10th-14th                       recognitions
                                                           Tuesday 18th:
                        sales          • Fun facts         All NAM IT Business conference
                                                           call- overview of X-Factor 2014
                      eXcellence        about the pillar
         March                                             goals and expectations with Rob
                                                           McKernan
        17th-21st                      • Pop quiz at the
                                        end of the week

                      customer         • Leveraging
         March       eXpectations        multimedia to
        24th-28th                       create a buzz

                                                           March 31st-April 4th
                                                           National Sales Meeting
                      eXceptional
        Mar-Apr          offer
        31st -4th

Schneider Electric
X-Factor Recognition
                          Campaign
Schneider Electric
X-Factor Recognition
                     We want to celebrate the people, teams, and projects that
                        support our 2014 priorities just as much as you do!

                              • Nominate a coworker who you think has the X-Factor.
                              • Highlight a team that embodies the X-Factor.
                     Who?     • Highlight a project or campaign that projects the X-Factor.

                              • Submit your X-Factor story to Survey Monkey: Recognition Portal
                              • If selected, your X-Factor write-up will be pushed through NA Today,
                     How?       and housed in our Spice group: North America IT Business
                                    • Be sure to post actively, and stay up to date with our Spice page!

                              • Because you can win things!
                              • Anyone who submits a recognition or is publicly recognized will
                     Why?       receive Schneider Electric Recognition Portal points
                              • Each quarter we will select the best X-Factor story for each pillar
                                (prizes TBD)
                              • Additionally, one grand prize winner will receive a spot at the next
                                President’s Club!

Schneider Electric
Manager Support
     X-Factor Recognitions

                     We’re asking all managers to submit one recognition
                      from their team so we have representation across
                                       the organization!

                              • Please submit at least one recognition for your team by
                                March 7th to allow time for review
                              • Remember to align recognition submissions to growth pillars
                              • Submissions will be included in our first round of recognitions!
             Managers:        • Recognitions are ultimately designed to empower our people,
                                so please help us begin that process!

                                       Click here to submit a recognition!

Schneider Electric
Manager’s Role During
                          X-Factor

Schneider Electric
Manager’s role in X-Factor

                     Cascade
                     • Reinforce the meaning and importance of X-Factor and its components
                     • Drive the message of 2014’s growth pillars to your teams

                       Promote
                       • Your teams should be represented in the X-Factor Recognition Campaign
                       • Stay up to date with X-Factor worthy stories and encourage submissions
                         from the members of your teams

                        Empower
                        • Achieving our growth ambitions begins with leadership
                        • We must equip and enable our teams with the ability to embody the X-Factor

Schneider Electric
Key Takeaways for managers
     ● Familiarize yourself with the 4 X-Factor growth pillars, as they will
       be the core of our messaging and driving forces of 2014’s ambitions.
            ● Hold a weekly cadence with your teams to discuss each of the growth
              pillars and how they relate to 2014 and the X-Factor.
     ● Submit a recognition to the recognition portal by March 7th to help us
       kick-off the new culture of X-Factor
            ● Make sure that your teams are fully aware of the recognition campaign,
              and how they can submit X-Factor stories
     ● Post actively on our Spice subject to further support our recognitions
       that directly align with 2014’s growth pillars

                          Managers, help us uncover the X-Factor in all things
                          ITB: in you, your peers, our products, our services, and
                          our overall offerings. In 2014 we have the amazing
            Managers:     opportunity to harness the X-Factor in all of us!

Schneider Electric
Key Contacts

Schneider Electric
Key Contacts

     Communications
                     ● Overall communications: Karin Hamel
                     ● Recognition Campaign: Steven Carr

     Subject Matter Experts
                     ●   X-Factor (overall campaign): Rob McKernan
                     ●   eXecution of strategy: Darrell Smithson
                     ●   sales eXcellence: John Knorr
                     ●   customer eXpectations: Chuck Buckley
                     ●   eXceptional offer: Jason Juley

Schneider Electric
Appendix

Schneider Electric
Growth Pillar: sales eXcellence
   Definition / Overall   A culture of sales excellence will unify and strengthen our most valuable differentiator - our customer
       Message            facing teams. We need to provide better coaching, modernized sales tools, efficient reporting &
                          strategic training to fuel a world-class sales organization. With this solid foundation we position
                          ourselves to achieve our growth ambitions.

  How does this pillar    We need an improved focus to outperform the competition. By elevating competencies and proficiencies
                          we support growth by enabling our people to efficiently execute on our strategy. Optimizing existing
    drive growth?         best practices and identifying opportunities for improvement. This will enable our people to capture
                          and build on every opportunity in the market (lifecycle, net new, protect core, competitive wins)

 How does this drive      We have experienced a series of internal changes to our organization as well as developments of our offer in
                          order to stay ahead of market trends and maintain a competitive advantage. The opportunity for sales
   our strategy?          excellence has never been greater thanks to the foundation we have set. In order to fully execute on our
                          strategy, we need to have a laser focus, and be fully committed, traits of a culture enabled by this pillar.

      Current Status      Historically the components of Sales Excellence lived in silos. By embracing this concept as a growth
                          pillar, we bring them all under one umbrella to promote synergy and efficiency.

  Expectations for 2014   The expectation is that training will be properly aligned to specific roles and tie directly to our strategy.
    & Measurements        Improved forecasting accuracy, dashboard usage and adoption, as well as skill set accrual and
                          improvement will be indicators of success. This does not only apply to the workforce, but management, as
                          well.

 Examples and Wins        **Need some anecdotal feedback from leadership here. Knorr has suggested Hagan or Bobby to provide.

Schneider Electric
Growth Pillar: eXceptional offer
   Definition / Overall   We possess a robust offer which allows us to penetrate all corners of the market thanks to our lifecycle
       Message            approach and strong core components. Equipped with best in class solutions and products , we
                          have the potential to grow our share and expand our reach. The caliber of our offer must be
                          recognized internally if we are to convince our customers of the same.

  How does this pillar    Our portfolio contains the widest range and the deepest value of any competitor in the market. By
    drive growth?         leveraging new offers in addition to reinvigorating the core, we provide our customers with the right recipe/
                          mix to consistently meet his/her needs, thus capturing growth.

 How does this drive
                          An exceptional offer enables us to maintain market share with our core and gain a competitive advantage as
   our strategy?
                          a solution provider. Through a lifecycle approach, we will see growth in new adjacent areas.

      Current Status      Confidence in our overall offer has declined internally and we must reignite ourselves by adopting a “glass
                          half full” mentality. Recent new product launches, quality assurance measures and the acquisition AST are
                          the catalysts to improving the perception and backing of our products, software and services.

  Expectations for 2014   We must assume a customer-centric approach with every opportunity, assuring that we align ourselves as
    & Measurements        the customer requires. Key indicators of our success will be:
                                        *net new customers will be acquired *disruption of competition and gained market share
                                        *increased customer loyalty & retained accounts *need to reference prefab, core

                          One big win is highlighted by our recent acquisition of AST, proof of our commitment to the prefab market
 Examples and Wins        The acquisition of new customers via service contracts reinforces our lifecycle approach.
                          With hardware, we are introducing new core products and revitalizing our 3ph UPS through targeted
                          enhancements to our mulit-modular systems...which has already met our target for 2014 (blackrock presale
                          and racing wire - win over Emerson's account)
Schneider Electric        *PX Flex (guseff writeup)
Growth Pillar: eXecution of strategy
   Definition / Overall   This pillar is in place to ensure that all players understand how their role ties to our strategy. This
       Message            starts with unified knowledge and commitment to our strategy; aided by focused execution to drive
                          growth. With the necessary empowerment and commitment, 2014 will be the year of aligned
                          eXecution.

  How does this pillar    We deploy a growth strategy with a long term vision that can only be achieved with 100% commitment and
    drive growth?         adherence from within. Proper execution of our strategy results in increased profitability through our
                          business mix and robust offer, faster growth than the market through competitive advantages and raised
                          brand awareness and loyalty thanks to a unified front.

      How is this a       Our focus has expanded to encompass new areas of business like software and services. Additionally, in
 differentiator for us?   order to grow our profitability we've moved towards higher margin mix of our offer. In order to safeguard
                          our position in the market as the data center leader, we must continue to be agile and adapt to market
                          trends quickly.

                          In order to properly execute on strategy, meticulous understanding is required on all fronts. This starts with
      Current Status      improved and consistent communication to all levels, thus gaining acceptance, comprehension and
                          commitment. Narrow minded viewpoints must be expanded to understand how one’s role can contribute
                          to the big picture.

  Expectations for 2014   If you are reading this message, you should understand where, why and how you can contribute to our
    & Measurements        strategy. If it is deployed and executed upon correctly, we will meet our growth initiatives, protect our core,
                          and become more efficient as a unified organization. A strategic dashboard has been deployed and will
                          aide us in measuring success. (more details on where this dashboard lives…elements of it?)

                          Strategically, we were able to predict and act upon market changes like the move towards web giants and
 Examples and Wins        outsourced data centers. We identified this in our strategy and executed upon it. A growing data center
                          business as Schneider Electric is allowing us to take market share rapidly (any specific % to share?)....due
                          to our efforts with DCSP. A key differentiator in the future will be our ability to work within the data center
                          space, not just sell to data centers. (do we need ALL of this or can we shorten and consolodate facts?)
Schneider Electric
Growth Pillar: customer eXpectations
   Definition / Overall   Our ability to capture our growth potential is directly reliant upon the service which we provide our
       Message            customers. We must drive improvements that positively impact these external interactions and exceed
                          expectations. By placing the customer at the center of everything we do, we position ourselves as
                          trusted advisors, building loyalty and lasting partnerships.

  How does this pillar
    drive growth?

 How does this drive
   our strategy?

      Current Status

  Expectations for 2014
    & Measurements

 Examples and Wins

Schneider Electric
What’s to come
     X-Factor Communication and Deployment
                      Weekly Deep Dives
                         into pillars                       March 2014                            April 2014
                       Weeks: 2,3,4,5,

                                     eXecution of          Thursday
                                       strategy       Pillar fun fact and
                                  Week 2: March 10-14 contest reminder
                                                                                            eXceptional offer
      LAUNCH
                                                     Tuesday          sales eXcellence          Week 5
   5-day Kick Off
  with multimedia                                 Summit Training         Week 3-           March 31-April 4
  Week 1:March 3-7                                 call from SME        March 17-21

                                                                               customer                 National Sales
                           LAUNCH                      Wednesday
                                                                              eXperience                   Meeting
                     Pillar Introductions              Publicize a
                                                                                Week 4-                     April 4
                          March 4-7                    recognition
                                                                              March 24-28
         LAUNCH
    Introductory video                        Monday             Friday
         March 3rd                          Drive contest      Publicize a
                                            around pillar      recognition

                                 The campaign will host a 5-day kickoff that introduces one growth pillar
                                  each day. Following the kickoff, each week leading up to the National
                                  Sales Meeting will contain a deep dive for each pillar. Each deep dive
        Managers:                    will include recognitions for X-Factor and a Summit Training.
Schneider Electric
Growth Pillar Deep Dives
                                    What to expect    Unique to this
           Date        Focus         each week            week
                                                     Tuesday 11th:
                     eXecution of                    All NAM IT Business summit
                                                     training call by Darrell Smithson,
         March         strategy                      VP, Strategy and Business
                                                     Operations
        10th-14th
                                                     Tuesday 18th:
                        sales                        All NAM IT Business conference
                                                     call- overview of X-Factor 2014
                      eXcellence
         March                                       goals and expectations with Rob
                                                     Mckernan
        17th-21st

                      customer
         March       eXpectations
        24th-28th
                                                     March 31st-April 4th
                                                     National Sales Meeting
                      eXceptional
        Mar-Apr          offer
        31st -4th

Schneider Electric
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