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Major Account Planning Training (MAP)

Sales and Marketing October 25, 2025
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Introduction

**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.

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.
  • Unit 2: Comprehensive Account Mapping and Analysis

    Insight and Stakeholders
    • 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.
    • Unit 3: Major Account Plan (MAP) Blueprint

      Strategy and Goals
      • 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.
      • Unit 4: Internal Orchestration and Execution

        Resources and Alignment
        • 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.
        • Unit 5: Competitive Defense and Risk Management

          Foresight and Retention
          • 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.

Ready to Learn More?

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Upcoming Sessions

08 Dec

Casablanca

December 08, 2025 - December 12, 2025

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05 Jan

Dubai

January 05, 2026 - January 09, 2026

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19 Jan

Dusseldorf

January 19, 2026 - January 21, 2026

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