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Portfolio Management Discussion Guide: Annual Planning Tool
The Portfolio Management Discussion Guide: Annual Planning Tool establishes criteria for discussions between Suppliers and Distributors about each other’s portfolio priorities and related decision-making processes.  The objective is to use the shared information to improve how brands are locally managed and programmed.  All topics listed should be discussed openly within and between the two tiers.  This guide is not intended to build a competitive advantage for any one Supplier, instead it was created to ask the right questions and make any portfolio management discussion within or between the tiers more meaningful and impactful to all participants.
The Portfolio Management Discussion Guide has been beta tested and is currently available to all industry members.
Don Gallian
Name Type Date Description
Discussion Guide Introduction PDF Document 2010 – June Portfolio Management Discussion Guide: Annual Planning Tool Introduction
Discussion Guide Annual Planning Tool PowerPoint Document 2011 – October Portfolio Management Discussion Guide: Annual Planning Tool. The tool is intended for the two tiers to openly share and discuss information to improve how brands are locally managed and programmed.