**Major Account Planning Training (MAP)** is an intensive, practical course focused on the advanced, deep-dive planning required to secure, penetrate, and grow the largest and most complex customer accounts. This training is centered on methodologies for comprehensive stakeholder analysis, competitive positioning in high-stakes deals, and the creation of detailed **Account Blueprints**. Participants will master the process of aligning all internal resources (Sales, Service, Product) to present a unified, high-value proposition to the customer's executive team. Successful completion ensures participants can navigate the complexities of large organizations, turning a single opportunity into a sustained, multi-year strategic partnership.
Major Account Planning Training (MAP)
Sales and Marketing
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Master the process of conducting a deep-dive **Stakeholder and Organizational Analysis** of a major account.
- Develop a comprehensive **Major Account Plan (MAP)** or blueprint for a complex, multi-year account relationship.
- Apply advanced methodologies for identifying and articulating the account's key **Business Drivers and Metrics**.
- Design a strategy for building consensus and **Multi-Level Buy-in** across the customer's complex Decision-Making Unit (DMU).
- Implement a systematic approach to identifying and mitigating **Competitive Threats and Risks** within the account.
- Create a unified, integrated internal strategy for deploying cross-functional resources to support the major account.
- Develop clear, measurable **Short-term and Long-term Goals** for penetration and growth within the account.
- Lead and facilitate the internal **Account Planning Workshop** to gain team alignment and commitment.
Target Audience
- Major Account Managers and Global Account Executives
- Sales Directors and VPs overseeing Strategic Accounts
- Senior Pre-Sales and Solutions Consultants
- Executive Sponsors of Major Client Relationships
- Consultants and Project Leaders managing large-scale, complex projects
Methodology
- Intensive Group Workshop: Developing a Major Account Blueprint for a Complex Fictional Client
- Case Studies on Strategic Account Losses and Successful Turnarounds
- Individual Exercise: Detailed Organizational and Stakeholder Mapping of a Real/Fictional Client
- Role-Playing: Leading an Internal Account Planning Workshop and Gaining Team Commitment
- Discussions on Ethical Relationship Building and Managing High-Stakes Vendor Politics
Personal Impact
- Acquisition of highly advanced, structured planning and analysis skills for complex accounts.
- Enhanced ability to secure and manage multi-year, multi-million-dollar account relationships.
- Mastery of complex organizational mapping and stakeholder management.
- Increased confidence in leading and aligning diverse, cross-functional internal teams.
- Elevated status as a strategic, indispensable partner to the customer.
Organizational Impact
- Predictable, high-value, and sustained revenue growth from the organization's most strategic clients.
- Stronger customer executive relationships that lead to joint innovation and preference.
- Reduced risk of losing major accounts due to robust competitive defense and risk mitigation.
- More efficient use of internal resources through prioritized, unified account efforts.
- Improved internal alignment and collaboration on the most critical revenue streams.
Course Outline
Unit 1: Major Account Strategy and Selection
Prioritization and Focus- Defining the characteristics and strategic value of a **Major/Strategic Account**.
- Developing advanced scoring criteria for the prioritization of potential and existing major accounts.
- Understanding the financial metrics of major account profitability and resource intensity.
- The strategic decision to "Go Deep" with a major account versus broader market coverage.
- Aligning Major Account strategy with corporate goals and long-term vision.
- Mastering the deep-dive **Organizational Chart and Political Mapping** of the account.
- Conducting a thorough analysis of the customer's **Business Drivers, KPIs, and P&L**.
- Techniques for mapping the customer's **Decision-Making Unit (DMU)**, power dynamics, and potential champions.
- Analyzing the customer's current perception of your company and its competitors.
- Identifying the account's most critical long-term goals and pain points to target solutions.
- The essential components of the **Major Account Plan (MAP)** document.
- Developing a clear **Value Proposition** tailored to the account's executive priorities.
- Creating a multi-year **Growth Roadmap** (cross-sell, global expansion, innovation areas).
- Defining measurable short-term (90-day) and long-term (3-year) account objectives.
- Mastering the internal process of gaining consensus and executive sponsorship for the MAP.
- Leading the internal **Account Team** (sales, service, product, finance) for unified execution.
- Strategies for securing and managing scarce internal resources for account support.
- Developing a clear internal **Communication and Governance** plan for the account team.
- Mastering the skills to effectively present the MAP to internal executive sponsors.
- Protocols for managing account team conflict and ensuring alignment on goals.
- Systematic analysis of the **Competitive Position** within the account (strength, weaknesses, key relationships).
- Developing a robust **Defense Strategy** against potential competitor displacement.
- Identifying and mitigating critical account risks (e.g., M&A activity, leadership change, financial instability).
- Creating a **Contingency Plan** for handling a major service failure or negative event.
- Establishing a regular **Account Health Check** and early warning system.
Unit 2: Comprehensive Account Mapping and Analysis
Insight and StakeholdersUnit 3: Major Account Plan (MAP) Blueprint
Strategy and GoalsUnit 4: Internal Orchestration and Execution
Resources and AlignmentUnit 5: Competitive Defense and Risk Management
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