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2013 Beam Global Vision Into Action – National Accounts
Vision                         Crafting The Spirits That Stir The World
Mission                        To Become The World’s Fastest Growing Spirits Company
Financial Objectives           Exceed National Account Plan Numbers:
                               Off Premise Appox - 7% Depletions; 10% NSV & 12% DGP (Ex Innovation)
                               On Premise 4.5% Depletions; 6.2% NSV & 8.1% DGP (Ex Innovation)
Winning Competitive Edge: The Spirit Of Beam: Entrepreneurs…Creating Innovative Solutions…Beating The Competition,
                          Together - Beam NAM’S understand the importance & complexity of driving sustainable results
                          within our Platinum, Gold and Silver acct universe. All NAM’s are Gold Spirits Trainer Certified!
Priority No. 1:               Become 2nd Largest supplier in dollars (12 Month Rolling) – Grow our Value share
                              faster then our Volume share TTL NA Accounts (12/31/13)

         CREATE FAMOUS BRANDS                      BUILD WINNING MARKETS                            FUEL OUR GROWTH

 Priority 2:                                   Priority 5:                                 Priority 8:
 Use shopper insights to out execute           Create Universal Vistaar pricing tool for   Align Our Organizations objectives to our
 competition and secure Customer Centric       On & Off Premise National Accounts /        customers timelines (TTB Approvals /
 programs that drive industry leading growth   Better understand, manage and reconcile     Innovation)
 on our Power and Rising Stars Brands          funding streams from NAHQ Accounts
                                                                                           Priority 9:
 Priority 3: Nail Pinnacle – make it big in    Priority 6:                                 Work seamlessly with Local Sales /
 NAHQ off and on-premise (440K Off / 75K       Exemplify industry leadership with all      Marketing & Activation Center (Strengthen
 On)                                           National Accounts – Be viewed as trusted    Feedback Loop & Increase Communication)
                                               unbiased supplier
 Priority 4:                                                                               Priority 10:
 Create Growth through securing Innovation                                                 Build zero based budgets & Cat +1 Plan
 & Expanded Category leadership in Bourbon     Priority 7:                                 builds for 2014 – Platinum / Gold & Silver
 & Tequila (SG Vodka & Wine)                   Accelerate Share Growth In Platinum, Gold   Accounts – Refine On Premise National
                                               & Silver Accounts – Drive Value – Protect   Acct lists (Implement Exposure – Trial &
                                               Pricing integrity                           Adoption model)                     CONFIDENTIAL
NAHQ BHAG & Top 5 Goals: 2013
BHAG: Make the NAHQ team both a clear source of talent for the company and a sought after career
   progression experience within Beam. Success in 2013 would be 2 NAMS being recruited to other Beam
   organizations and 75% of NAHQ job openings being filled internally

Top 5 Goals
1. DGP growth above 10% with Skinnygirl, Sauza Family, Jim Beam Family, Maker’s Mark and Pinnacle being
    the 5 fastest growing brand families
     – Acute focus on Sauza/Cinco partnership success and overall development/expansion of relationship
          with Corona (Expand to 4th of July & Holiday – Attain 100% participation of NAHQ Accts)

2.   Integrate NAHQ into state planning and pricing processes (IL, FL, CA, AZ, IN); have 4 QBRs with all DVPs,
     state managers, and KAMs attending

3.   Create clear compensation links between Local Field Sales/NAHQ & SWS Local Field Sales/NAHQ.
     (California/Arizona/Illinois/Florida). Train & Develop all NAM’s/Kam’s on Vistaar (BR3) & the New IRI
     Pricing tool

4.   Be seen as best-in-class supplier to our NAHQ customers as evidenced by being the highest scoring
     supplier on question 1 of the CM profit group survey
      – Acute Focus: Win at Walmart with our new structure as evidenced by 25% growth in 2013 and at
          least 4 regional activations, listings or other “wins” that would not have happened without Execution
          Managers

5.   Re-establish our hiring procedure in 2013 – build process of standardized background questions,
     behavioral questions, exercises and interview settings to ensure we find the right cultural fit to our
     organization.
2013 National Account OFF-PREMISE Planning Calendar
                                                                                           National Account OFF-PREMISE Planning Calendar
                      January            February            March               April              May               June              July            August          September           October         November          December
                                                                                               Brand                               Leadership                                            CBT - H1 review
                                                                           CBT - Q1
                                                                                               Activation                          Meeting -                                             projected 2013
                                                                           Review                                                                                                        finish
Marketing / AC                                                                                 Planning                            Chicago
                       RNDC
                                        Leadership                                                                                  Leadership                                                                 SWS
Distributor          Planning -                                               IN review
                                         Meetings                                                                                    Meetings                                                                Planning
Meetings              1/22/13
                                                                                                                                                     SWS
                                                         Bottom Up                             Initial Budget                                                           Account and Brand Lock in
                                                                                                                                                     innovation
                                                         Planning                              Ask                                                                                 BI
Budget                                                                                                                                               Ask

                      Q1 - Update 2/15, Close 3/15 (BI and OP Ex)              Q2 - Update 5/15, Close 6/15 (BI and OP Ex)           Q3 - Update 8/15, Close 9/15 (BI and OP Ex)           Q4 - Update 10/15, Close 12/1 (BI and OP Ex)
Budget Update

                                       DISCUS -                                                Military                                                                DISCUS -
Industry                               Military                                                Exchange                                                                Military
Conference

                   Safeway - TTT /
                                   Kroger - TTT                            SV TTT                                                                                      Target - TTT
                   Military TTT
Distillery Trips
                   IRI: Jan 7-8
Team Travel:       PTW: Jan 14-17                                          QBR Review          2014 AC / brand QBR - Na-HQ
                                                                                                                                   Leadership
                                                                                                                                                                       National Sales
                                                                                                                                                                                         CBT - H1 review
                                                                                                                                                                                                               SWS
Company            CA/ WD: Jan 23-24
                                                                                                                                   Meeting -                                             projected 2013                      Team Meeting
                                                                           Deerfield           planning        Off                                                     Meeting                               Planning
                                                                                                                                   Chicago                                               finish
Meetings
                                       NA-HQ CA          NA-HQ WD                              NA-HQ CA                                              NA-HQ CA
                                                                                                                 QBR - NA-HQ                                                             QBR - NA-HQ
QBR / Division                         Division          Division                              Division                                              Division
                                                                                                                 Off                                                                     Off
                                       Meeting           Meeting                               Meeting                                               Meeting
Meetings
                   Nielsen Summit,     Nielsen Summit,   Nielsen Summit,   Nielsen Summit,     Nielsen Summit,   Nielsen Summit,   Nielsen Summit,   Nielsen Summit,   Nielsen Summit,   Nielsen Summit,   Nielsen Summit,   Nielsen Summit,
                   MTCF, HUB, GM,      MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,      MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,    MTCF, HUB, GM,
Monthly            NAM Calls, CA       NAM Calls, CA     NAM Calls, CA     NAM Calls, CA       NAM Calls, CA     NAM Calls, CA     NAM Calls, CA     NAM Calls, CA     NAM Calls, CA     NAM Calls, CA     NAM Calls, CA     NAM Calls, CA
Deliverable        Planner             Planner           Planner           Planner             Planner           Planner           Planner           Planner           Planner           Planner           Planner           Planner
                                                         Fall Pull review:
                                                         SV,Miejer,        Fall Pull review:                                       2014 Innovation SV,CVS,       Target, Meijer, Military, Kroger,
                   Walmart, Sam's                                                                                                                                                                                            Sam's
                                                         Safeway,          WAGS                                                    planner / IFT   Safeway, Wags Hyvee           TWM
New Items                                                Kroger, HyVee
                                       Kroger - TTT
                                       WAGs Charity                        SV TTT
                   Safeway - TTT                                                               CVS LMM           SV - Chicago                                          SV - Boise
                                       SV Charity                          D&S National                                                              CVS Clam-bake                                         Safeway Gala
Important                              Walmart / Sam's                                         Meeting           Charity                                               Charity
                                                                           Sales Meeting
Account Events                         YBM


                   Overlap preperation
      3            Team Travel
                   2013
                   2014
BHAG & Top 5 Goals: 2013




4
BHAG & Top 5 Goals: 2013




5
BHAG & Top 5 Goals: 2013




6
BHAG & Top 5 Goals: 2013




7
BHAG & Top 5 Goals: 2013




8
BHAG & Top 5 Goals: 2013




9
BHAG & Top 5 Goals: 2013




10
BHAG & Top 5 Goals: 2013




11

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Via 2013 national accounts v4

  • 1. 2013 Beam Global Vision Into Action – National Accounts Vision Crafting The Spirits That Stir The World Mission To Become The World’s Fastest Growing Spirits Company Financial Objectives Exceed National Account Plan Numbers: Off Premise Appox - 7% Depletions; 10% NSV & 12% DGP (Ex Innovation) On Premise 4.5% Depletions; 6.2% NSV & 8.1% DGP (Ex Innovation) Winning Competitive Edge: The Spirit Of Beam: Entrepreneurs…Creating Innovative Solutions…Beating The Competition, Together - Beam NAM’S understand the importance & complexity of driving sustainable results within our Platinum, Gold and Silver acct universe. All NAM’s are Gold Spirits Trainer Certified! Priority No. 1: Become 2nd Largest supplier in dollars (12 Month Rolling) – Grow our Value share faster then our Volume share TTL NA Accounts (12/31/13) CREATE FAMOUS BRANDS BUILD WINNING MARKETS FUEL OUR GROWTH Priority 2: Priority 5: Priority 8: Use shopper insights to out execute Create Universal Vistaar pricing tool for Align Our Organizations objectives to our competition and secure Customer Centric On & Off Premise National Accounts / customers timelines (TTB Approvals / programs that drive industry leading growth Better understand, manage and reconcile Innovation) on our Power and Rising Stars Brands funding streams from NAHQ Accounts Priority 9: Priority 3: Nail Pinnacle – make it big in Priority 6: Work seamlessly with Local Sales / NAHQ off and on-premise (440K Off / 75K Exemplify industry leadership with all Marketing & Activation Center (Strengthen On) National Accounts – Be viewed as trusted Feedback Loop & Increase Communication) unbiased supplier Priority 4: Priority 10: Create Growth through securing Innovation Build zero based budgets & Cat +1 Plan & Expanded Category leadership in Bourbon Priority 7: builds for 2014 – Platinum / Gold & Silver & Tequila (SG Vodka & Wine) Accelerate Share Growth In Platinum, Gold Accounts – Refine On Premise National & Silver Accounts – Drive Value – Protect Acct lists (Implement Exposure – Trial & Pricing integrity Adoption model) CONFIDENTIAL
  • 2. NAHQ BHAG & Top 5 Goals: 2013 BHAG: Make the NAHQ team both a clear source of talent for the company and a sought after career progression experience within Beam. Success in 2013 would be 2 NAMS being recruited to other Beam organizations and 75% of NAHQ job openings being filled internally Top 5 Goals 1. DGP growth above 10% with Skinnygirl, Sauza Family, Jim Beam Family, Maker’s Mark and Pinnacle being the 5 fastest growing brand families – Acute focus on Sauza/Cinco partnership success and overall development/expansion of relationship with Corona (Expand to 4th of July & Holiday – Attain 100% participation of NAHQ Accts) 2. Integrate NAHQ into state planning and pricing processes (IL, FL, CA, AZ, IN); have 4 QBRs with all DVPs, state managers, and KAMs attending 3. Create clear compensation links between Local Field Sales/NAHQ & SWS Local Field Sales/NAHQ. (California/Arizona/Illinois/Florida). Train & Develop all NAM’s/Kam’s on Vistaar (BR3) & the New IRI Pricing tool 4. Be seen as best-in-class supplier to our NAHQ customers as evidenced by being the highest scoring supplier on question 1 of the CM profit group survey – Acute Focus: Win at Walmart with our new structure as evidenced by 25% growth in 2013 and at least 4 regional activations, listings or other “wins” that would not have happened without Execution Managers 5. Re-establish our hiring procedure in 2013 – build process of standardized background questions, behavioral questions, exercises and interview settings to ensure we find the right cultural fit to our organization.
  • 3. 2013 National Account OFF-PREMISE Planning Calendar National Account OFF-PREMISE Planning Calendar January February March April May June July August September October November December Brand Leadership CBT - H1 review CBT - Q1 Activation Meeting - projected 2013 Review finish Marketing / AC Planning Chicago RNDC Leadership Leadership SWS Distributor Planning - IN review Meetings Meetings Planning Meetings 1/22/13 SWS Bottom Up Initial Budget Account and Brand Lock in innovation Planning Ask BI Budget Ask Q1 - Update 2/15, Close 3/15 (BI and OP Ex) Q2 - Update 5/15, Close 6/15 (BI and OP Ex) Q3 - Update 8/15, Close 9/15 (BI and OP Ex) Q4 - Update 10/15, Close 12/1 (BI and OP Ex) Budget Update DISCUS - Military DISCUS - Industry Military Exchange Military Conference Safeway - TTT / Kroger - TTT SV TTT Target - TTT Military TTT Distillery Trips IRI: Jan 7-8 Team Travel: PTW: Jan 14-17 QBR Review 2014 AC / brand QBR - Na-HQ Leadership National Sales CBT - H1 review SWS Company CA/ WD: Jan 23-24 Meeting - projected 2013 Team Meeting Deerfield planning Off Meeting Planning Chicago finish Meetings NA-HQ CA NA-HQ WD NA-HQ CA NA-HQ CA QBR - NA-HQ QBR - NA-HQ QBR / Division Division Division Division Division Off Off Meeting Meeting Meeting Meeting Meetings Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, Nielsen Summit, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, MTCF, HUB, GM, Monthly NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA NAM Calls, CA Deliverable Planner Planner Planner Planner Planner Planner Planner Planner Planner Planner Planner Planner Fall Pull review: SV,Miejer, Fall Pull review: 2014 Innovation SV,CVS, Target, Meijer, Military, Kroger, Walmart, Sam's Sam's Safeway, WAGS planner / IFT Safeway, Wags Hyvee TWM New Items Kroger, HyVee Kroger - TTT WAGs Charity SV TTT Safeway - TTT CVS LMM SV - Chicago SV - Boise SV Charity D&S National CVS Clam-bake Safeway Gala Important Walmart / Sam's Meeting Charity Charity Sales Meeting Account Events YBM Overlap preperation 3 Team Travel 2013 2014
  • 4. BHAG & Top 5 Goals: 2013 4
  • 5. BHAG & Top 5 Goals: 2013 5
  • 6. BHAG & Top 5 Goals: 2013 6
  • 7. BHAG & Top 5 Goals: 2013 7
  • 8. BHAG & Top 5 Goals: 2013 8
  • 9. BHAG & Top 5 Goals: 2013 9
  • 10. BHAG & Top 5 Goals: 2013 10
  • 11. BHAG & Top 5 Goals: 2013 11