Mastering Joint Business Planning: An Insider’s Guide

When it comes to joint business planning (JBP), Category Advisors bring a source of truth to the table, fostering credibility and trust in the JBP, yet oftentimes they take a backseat in the planning process. Join us for a panel discussion with guests and former sales and merchandising leaders from Walmart and Coca-Cola, as they share their perspectives on how Category Advisory can lead JBP to improve outcomes. Gain a deeper understanding of retailers’ data challenges and find out how you can become their go-to partner by bringing the right data and insights to the table.

Key topics addressed in the webinar:

  • Understand the pivotal role of category advisory in Joint Business Planning.
  • Discover how to establish credibility and trust as an objective third-party advisor.
  • Empower sales growth through actionable and clear insights.
  • Employ emerging technologies to stay ahead of the competition.

Don’t miss this opportunity to elevate your advisory skills and drive mutual success.

Panelists:

  • Kristine Joji, Executive Vice President, Strategy Consulting, Insite AI
  • Capri Brixey, Executive Vice President, Strategy Consulting, Insite AI.

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Be the Smartest CPG in the Room During Joint Business Planning (Featured on Consumer Goods Technology)

Guest article originally featured on Consumer Goods Technology. See full article.

Joint business planning is the lifeblood of a brand’s success at a retailer.  During these meetings, retailers are looking to CPGs to bring them deep insights and category stories.

Brands should come to retailers with truly powerful insights that more accurately predict how categories will perform in the future, assist retailer partners to make intelligent decisions and advance the outcomes of joint business planning meetings. Machine learning, AI and predictive analytics can help CPGs ultimately create advantage for themselves and the retailer.

About the Author: 
Brooke Hodierne currently serves as an EVP – strategy consulting at Insite AI, an AI and strategy partner for larger consumer brands. She joined the company following her time as SVP of merchandising for 7-Eleven. In the role, she drove category management teams that developed, implemented and communicated merchandising strategies for vault, packaged goods, tobacco and services.

Before joining 7-Eleven, Brooke held multiple positions at Giant Eagle, serving as VP of own brands, senior director of strategic sourcing and own brands, and director of prepared foods merchandising. She supported brand marketing at Del Monte Foods and held analytical roles with financial investment firms Wilshire Associates, Federated Investors and the Vanguard Group.