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Joyce Lin
Future Leader Sales Intern
Oregon Zone
Managers: Stan Mallory and Jenn Arteaga
ZSLs: Jesse McShane and Alysse Crollard
2
About Me
Key Projects
Critical Experiences
More Fun: Diversity & Engagement
Learnings & Reflection
Agenda
UNIVERSITY
OF
WASHINGTON
FINANCE
MARKETING
SALES
About Me: Joyce Lin
About Me: Joyce Lin
My Frito Summer
 SF Route
 LF Route
 Winco Route
 1 C-Store Reset
 1 C-Store Opening
 2 HaggenAlbertsons
conversions
 Pay for Performance Rollout
 3 Trips to Roseburg
PROBLEM TO SOLVE:
The Oregon Zone is growing
TAKE HOME at 4.5% with less
than 50% execution of Take
Home promotions
$ VALUE TO ZONE:
$228,000
PROJECT GOAL:
Increase TAKE HOME
growth by 4%
PERSONAL GOALS:
Increase XPC execution by 20%
Increase event execution by 30%
Project Overview
Business Project
Grow
Take Home
in C-Stores
CREATE
PROCESS
TO
ENSURE
XPC
EXECUTION
FOLLOW
UP
DEVELOP
CLEAR
DIRECTION
FOR 1:1s
Close
the
Loop
People
Project
Project Overview
XPC Communication
Execution Tools Accesibility
Small Format RSR Survey
Market WorkWiths
ACTION PLAN
Identify the Obstacles
Opportunities
Growing C-Store Take Home
ACTION PLAN
XPC Prep for 1:1s,
equip RSRs with
selling resources
2Sell & Lead
Develop action items
processinclude
photos, communicate
due date, CC yourself,
schedule follow up in
Activity Planner
3Follow Up
Build relationship with
team, what kind of
communication works
best
1 Relationship
Engage RSRs with
shoutouts through
monitor display, thank
you cards, notes, etc.
Recognition
Close the Loop
Show interest
in your team
beyond work
Close the Loop
1Build the Relationship
2-Way
Communication
Communicate
your role
 Leverage RSR knowledge
 Set goals together
 Identify solutions
together
Know the Business Cold
 Utilize 1:1 App, SFOD, XPC
 Predict challenges
 Proper Signage
 Sell Sheets
 Educate RSR on XPC for
independent accounts
Close the Loop
2SELL & LEAD
Set Up RSR for Success
Close the Loop
3FOLLOW
UP
Send Action Items to RSR
Handheld/text/email and CC
self for followup
 Make
follow-up
folder in
Outlook
 Flag action
items to
remind you
in 1 week
 Schedule
follow-ups
in Activity
Planner
Take Home
Weekender
Event
Execution
Results
+4TAKE HOME events
Avg 8x3 improvement per route for 5 RSRs
+$317k= $755 x 4 x 105
Annualized increase in SDV for Oregon Small Format
200%+ improvement
More than Doubled # of Take Home weekenders
Take Home Events Results
Annual SDV weekenders SF routes
+4TAKE HOME events
Avg 8x3 improvement per route for 5 RSRs
+$476k= $1133 x 4 x 105
Annualized increase in SDV for Oregon Small Format
200%+ improvement
More than Doubled # of Take Home weekenders
Take Home Events Results
Annual SDV weekenders SF routes
P8 AVERAGE…
TAKE HOME %PY:
115.2%
IMPROVEMENT
FROM P7:
+15.4%
8x1-8x2 vs P7
TAKE HOME %PY
Overall Results
RECOGNITION
▸RSR Shoutouts on
RSR Viewer
▸Thank you cards
▸CFJ rewards
Our Frontline is
incredible,
Let them know that!
D&E
D&E: Frontline Recognition Event
Awareness/
Knowledge
Long Term Implications
RSR Viewer
RSR Handheld
XPC
Communication
Recognition
All C-Store
calendars in
XPC App
Shift to
recognition
culture



Opportunity Solution
Critical
Experiences
Market Time with
RSRs
SDL/KAM/ZSL
WorkWiths
Mentorship
Critical Experiences
ENTHUSIAM IS
CONTAGIOUS
BE OPEN TO
NEW
EXPERIENCES
SUPPORT
YOUR TEAM
THROUGHOUT
THE ENTIRE
PROCESS
Learnings & Reflections
IF YOU’RE
TOLD NO….
ASK AGAIN
WHEN S/HE’S
IN A BETTER
MOOD
Thank
You!
HQ
Q&A
24
Business Project
Close the Loop
TAKE HOME Results
Appendix
Diversity & Engagement
Critical Experiences
Learnings & Reflection
Finances
Action Plan
1. Build the Relationship
2. Sell and Lead
3. Follow up
XPC Execution Improvement
Event (weekenders) Execution
Overall P8 vs P7 %PY
Implemented Recognition
Recognition Dinner
Business Impact (conservative)
Business Impact (realistic)
If miniweekender
turns 1x a period
+$317k= $755 x 4 x 105
Annualized increase in SDV for Oregon Small Format
Business Impact (conservative)
$2.42 per XL Lays bag
*24 bags per mini-weekender
*13 turns per year
$755.04 annual SDV per miniweekender
Annual SDV weekenders SF routes
$3 per dip jar
*6 jars per weekender
*2 turns per quarter
$36 Q4 SDV per weekender
If weekender turns 2x
a quarter
+$13,500 = $180*75
Business Impact (realistic)
$3 per XXL Lays bag
*24 bags per weekender
*2 turns per quarter
$144 Q4 SDV per weekender
Utilize Monitor Displays
▸Highlight XPC
▸New item distribution
▸Special events
(incremental opportunities)
Close the Loop

Before After
1Awareness
Engage the team

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Compressed Final Report out_LinJ

  • 1. Joyce Lin Future Leader Sales Intern Oregon Zone Managers: Stan Mallory and Jenn Arteaga ZSLs: Jesse McShane and Alysse Crollard
  • 2. 2 About Me Key Projects Critical Experiences More Fun: Diversity & Engagement Learnings & Reflection Agenda
  • 5. My Frito Summer  SF Route  LF Route  Winco Route  1 C-Store Reset  1 C-Store Opening  2 HaggenAlbertsons conversions  Pay for Performance Rollout  3 Trips to Roseburg
  • 6. PROBLEM TO SOLVE: The Oregon Zone is growing TAKE HOME at 4.5% with less than 50% execution of Take Home promotions $ VALUE TO ZONE: $228,000 PROJECT GOAL: Increase TAKE HOME growth by 4% PERSONAL GOALS: Increase XPC execution by 20% Increase event execution by 30% Project Overview Business Project Grow Take Home in C-Stores
  • 8. XPC Communication Execution Tools Accesibility Small Format RSR Survey Market WorkWiths ACTION PLAN Identify the Obstacles Opportunities Growing C-Store Take Home
  • 9. ACTION PLAN XPC Prep for 1:1s, equip RSRs with selling resources 2Sell & Lead Develop action items processinclude photos, communicate due date, CC yourself, schedule follow up in Activity Planner 3Follow Up Build relationship with team, what kind of communication works best 1 Relationship Engage RSRs with shoutouts through monitor display, thank you cards, notes, etc. Recognition Close the Loop
  • 10. Show interest in your team beyond work Close the Loop 1Build the Relationship 2-Way Communication Communicate your role  Leverage RSR knowledge  Set goals together  Identify solutions together
  • 11. Know the Business Cold  Utilize 1:1 App, SFOD, XPC  Predict challenges  Proper Signage  Sell Sheets  Educate RSR on XPC for independent accounts Close the Loop 2SELL & LEAD Set Up RSR for Success
  • 12. Close the Loop 3FOLLOW UP Send Action Items to RSR Handheld/text/email and CC self for followup  Make follow-up folder in Outlook  Flag action items to remind you in 1 week  Schedule follow-ups in Activity Planner
  • 14. +4TAKE HOME events Avg 8x3 improvement per route for 5 RSRs +$317k= $755 x 4 x 105 Annualized increase in SDV for Oregon Small Format 200%+ improvement More than Doubled # of Take Home weekenders Take Home Events Results Annual SDV weekenders SF routes
  • 15. +4TAKE HOME events Avg 8x3 improvement per route for 5 RSRs +$476k= $1133 x 4 x 105 Annualized increase in SDV for Oregon Small Format 200%+ improvement More than Doubled # of Take Home weekenders Take Home Events Results Annual SDV weekenders SF routes
  • 16. P8 AVERAGE… TAKE HOME %PY: 115.2% IMPROVEMENT FROM P7: +15.4% 8x1-8x2 vs P7 TAKE HOME %PY Overall Results
  • 17. RECOGNITION ▸RSR Shoutouts on RSR Viewer ▸Thank you cards ▸CFJ rewards Our Frontline is incredible, Let them know that! D&E
  • 19. Awareness/ Knowledge Long Term Implications RSR Viewer RSR Handheld XPC Communication Recognition All C-Store calendars in XPC App Shift to recognition culture    Opportunity Solution
  • 22. ENTHUSIAM IS CONTAGIOUS BE OPEN TO NEW EXPERIENCES SUPPORT YOUR TEAM THROUGHOUT THE ENTIRE PROCESS Learnings & Reflections IF YOU’RE TOLD NO…. ASK AGAIN WHEN S/HE’S IN A BETTER MOOD
  • 24. 24 Business Project Close the Loop TAKE HOME Results Appendix Diversity & Engagement Critical Experiences Learnings & Reflection Finances Action Plan 1. Build the Relationship 2. Sell and Lead 3. Follow up XPC Execution Improvement Event (weekenders) Execution Overall P8 vs P7 %PY Implemented Recognition Recognition Dinner Business Impact (conservative) Business Impact (realistic)
  • 25. If miniweekender turns 1x a period +$317k= $755 x 4 x 105 Annualized increase in SDV for Oregon Small Format Business Impact (conservative) $2.42 per XL Lays bag *24 bags per mini-weekender *13 turns per year $755.04 annual SDV per miniweekender Annual SDV weekenders SF routes
  • 26. $3 per dip jar *6 jars per weekender *2 turns per quarter $36 Q4 SDV per weekender If weekender turns 2x a quarter +$13,500 = $180*75 Business Impact (realistic) $3 per XXL Lays bag *24 bags per weekender *2 turns per quarter $144 Q4 SDV per weekender
  • 27. Utilize Monitor Displays ▸Highlight XPC ▸New item distribution ▸Special events (incremental opportunities) Close the Loop  Before After 1Awareness Engage the team