Strategy Development Workshop
The aim of the workshop is to identify & develop appropriate business development strategies to facilitate the achievement of targets and goals
EXAMPLE WORKSHOP OBJECTIVES:
By the end of the workshop participants will be able to:
To have a common
understanding of the Private Equity Product key
features & unique
selling points
To understand how the
clients will benefit from investing in Private Equity
and how it
differs from other asset classes
To be aware of the
strengths and weaknesses of the Bank's Equity Product in comparison to
its main competitors
To have a robust and
consistent marketing message to convey to the clients To be able to identify
which clients would be most
interested in the Private Equity Product
and why
To be aware of key
resistance or objections that the clients may raise and to formulate a
strategy how best to respond
To build a plan for
proactively promoting and marketing the Private Equity Product
To agree processes and
systems on how to ensure two-way communication on product development,
client feedback and how
Private Equity can support the Institutional
distribution team
Each
strategy
development workshop will be designed to achieve specific outputs. The
output provides the detail which forms the strategic plan of
action.
The plan of
action is then implemented, montiored and reviewed to ensure that it is
delivering the desired results.
EXAMPLE SESSION OUTPUTS:
1. Consistent Marketing Message
Key
features
Benefits
Positioning,
Strengths &
weaknesses
2.
Which clients would be most interested in the Private Equity
Product
Analysis
of clients
Who
to target
Specific
benefits, why they would buy
3.
Planning & preparing to meet client objections & resistance
Identify
most likely questions/objections
Plan
best response
4.
Communication & Feedback
Processes, systems to feedback clients reactions &
comments, distribution funnel
5.
Working together - Team Effort
How
can the Private
Equity team assist you