[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-240960-105":53,"doc-detail-240960-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","vb-action-planner-template-action-items","VB-Action-Planner-Template - Action Items","","Confidential action planner template detailing business management priorities, owners, and dated action items spanning financial performance management, leadership team analysis, revenue-per-customer review, and sales and marketing plan updates. The plan covers sector opportunity strategy for public and private markets, PESTL risk assessment, recurring revenue plan implementation, customer contract review for 24-month terms, and LTV:CAC calculation. It also includes scalability and margin growth reviews, up- and cross-sell planning via Ansoff, new market sales planning, top-line revenue target alignment, and monthly sales and revenue tracking with weekly win/loss review.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/vb-action-planner-template-action-items/240960/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/vb-action-planner-template-action-items/240960.png","ImageObject",442,249,{"name":88,"@type":89},"McGucket","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",20,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the action planner in this template?","Question",{"text":109,"@type":110},"It organizes dated business action items across leadership, revenue, sales, and management reporting so priorities can be executed and tracked against strategy and targets.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which financial and sales activities are included?",{"text":114,"@type":110},"It includes financial performance management, revenue per customer review, LTV:CAC calculation, recurring revenue planning, pricing strategy review, and linking sales plans to top-line revenue targets.",{"name":116,"@type":107,"acceptedAnswer":117},"How does the template address ongoing monitoring and accountability?",{"text":118,"@type":110},"It specifies monthly sales and revenue tracking meetings, weekly win/loss reason updates, and drilling reports down to the sales representative level to carry gaps over month by month.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},240960,1790808311,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":73},1236954412713,"https://us-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Confidential for  \nbusiness doctors  \nSteve Sutton  \n[steves@business-doctors.co.za](steves@business-doctors.co.za)  \ntel: 011 083 6002  \nBusiness Doctors  \nAction Items  \nUncategorized  \n Financial Performance-Management reports-Consultant 2, January 31, 2019  \nMeet with owner and accountant to review management accounts and determine financial strategy  \nAction Planner Strategy  \n Leadership Team Analysis-Steve Sutton, August 31, 2019  \nConduct leadership analysis and implement plan linked to organisational structure review. This ensures that we have the right people in the right positions and that they have the delegation of authority to execute the strategy for their departments  \n Conduct existing revenue per customer analysis-Steve Sutton, April 30, 2019  \nReview revenue per customer report and determine exposure level. We need to identify customers with revenue contribution higher than 15% . Based on that our sales plan needs to be amended to ensure we target securing additional customers that meet that profile.  \n Update sales and marketing plan-Steve Sutton, April 30, 2019  \nUse revenue analysis to determine ideal customer and sector profile. Target new sales to expand customers and reduce customer concentration. This activity will have to include marketing to ensure alignment with go to market strategy and additional sales drive  \n Public & Private sector strategy-Steve Sutton, April 30, 2019  \nReview strategy for opportunities in either Public or Private sector. Adjust sales and marketing to target new opportunities  Conduct PESTL analysis-Steve Sutton, April 30, 2019  \nComplete analysis and determine risks and mitigation plans related to technology or regulatory environment  \n Implement Recurring Revenue Plan-Steve Sutton, June 30, 2019  \nComplete recurring revenue exercise and implant product development plan.  \n Customer Contracts-Steve Sutton, May 31, 2019  \nReview options of placing customers on 24 month contracts. Link to tender process and target larger contracts  Complete LTV:CAC Calculation-Steve Sutton, June 30, 2019  \nComplete exercise and update recurring revenue plan to target ratio improvement  Review and implement scalability plan-Steve Sutton, February 28, 2019  \nFocus on scalable and high margin products and services. Complete the scalability exercise but include margins for each. Strategy will ensure high margin and high TVR products or services are focused on.  \n Review Product/service level grow margins-Steve Sutton, February 28, 2019  \nReview product and service level financial reports ensuring high margins  \n Develop up & Cross sales plan linked to Anshoff-Steve Sutton, January 31, 2019  \nBased on Scalability and Anshoff results compile a sales plan driving up and cross sell from the current product current market sector. This basically requires sales planning based on existing process. If implemented and tracked this activity could add up to 25% additional revenue  \n New Market sales plan linked to Anshoff-Steve Sutton, February 28, 2019  \nDevelop a sales plan targeting new markets based on Anhoff current product new market sector. Expansion of existing products into new markets could be as easy as geographic regional expansion of sales or as complex as new sales into new customer segments. The latter would require marketing plan and positioning review. This strategy could add up to 12% of additional sales.  \n Link Sales plan to overall Top line revenue targets-Steve Sutton, January 31, 2019  \nEnsure that the sales plan supports overall revenue targets. If gap adjust either Topline or sales plan. Top line revenue plan should be reviewed and updated based on increased sales targets. The top line revenue plan should be inline with strategy and generating required return on investment. The revenue plan should incorporate seasonality and also be drilled down to monthly level. Sales, product and marketing are jointly responsible for these targets  \n Monthly Sales and Revenue tracking-Steve Sutton, ","cbCaifZqLVLw30fz","https://ap.wps.com/l/cbCaifZqLVLw30fz","pdf",26129,6,"English","# Action Items\n## Financial Performance-Management\n## Action Planner Strategy\n## Sales and Revenue Tracking","[{\"question\":\"What is the purpose of the action planner in this template?\",\"answer\":\"It organizes dated business action items across leadership, revenue, sales, and management reporting so priorities can be executed and tracked against strategy and targets.\"},{\"question\":\"Which financial and sales activities are included?\",\"answer\":\"It includes financial performance management, revenue per customer review, LTV:CAC calculation, recurring revenue planning, pricing strategy review, and linking sales plans to top-line revenue targets.\"},{\"question\":\"How does the template address ongoing monitoring and accountability?\",\"answer\":\"It specifies monthly sales and revenue tracking meetings, weekly win/loss reason updates, and drilling reports down to the sales representative level to carry gaps over month by month.\"}]","VB-Action-Planner-Template - Action Items | PDF",1789168115]