centers of excellence coe operational excellence marketing excellence growth performance management customer centricity data analytics decisions accountability alignment customer-centricWhy Have Your Plan Assessed?

The customer expectation bar is always rising. Competitors can chip away at your markets. Customer-centricity is the Only Way to achieve sustainable, profitable growth. Plan with the end      in mind.

Without alignment between strategy and planning, and without an underlying customer-centric approach, your plan will not help move the company forward now, or in the future.

Are your planning process efforts being wasted? Hopefully not as research has shown that companies with an effective plan experience a 24-30% improvement in sales over those without a plan.

Planning is designed to produce results in a specified timeframe. It includes details about how goals will be tracked, measured, and displayed on your dashboard. It creates a direct line-of-sight between investments and business outcomes and results. Best-in-class strategic growth plans are measurable, outcome-based, and customer-centric. They include performance targets and document how a business or function/department creates value.

If a plan includes only a list of actions or an itemized calendar of activities and costs, it is not a plan. If the plan is not effectively communicated to guide everyday decisions, you might as well have no plan.

Our plan review process is designed to help organizations of every size formulate better Growth, Strategic, Business, Marketing, Customer Success, and Sales plans.

With the assessment results in hand, you can confidently develop actionable plans that boost the bottom line and growth goals to increase revenue via customer-centricity.

Our proven assessments are based on 20+ years of growing 250+ companies worldwide. Identification of strengths and weaknesses is also based on longitudinal surveys, started in 1999, identifying C-level executive expectations for the ideal state versus the current state.

How it Works

Our Plan Assessment reviews every plan along 3 dimensions.

1. Alignment – how well the plan is linked to the overall organization’s strategic priorities and the linkages within the plan elements (objectives, strategies, programs, tactics, and investments)

2. Accountability – how well the plan documents how the function will measure its value, impact, and contribution.

3. Customer-Centricity – how well the plan reflects a strategy focused on high-value customer segments to drive profits and the plan places these customers at the center of your growth strategy in order to create and extract customer value.

Assessment results are based on your responses to the intake form (which includes authorizations, releases and a mutual non-disclosure agreement) and a review of five primary documents:

1. The plan to be evaluated

2. Your plan development process map

3. Your business plan if this assessment is for a function

4. Your strategic plan if this assessment is for a function

5. The dashboard or performance report for this function’s plan being reviewed

You will have 10 business days from purchase to provide your documents and complete the intake form.  Be advised there are no refunds on assessments.

Don’t have all the documents? Each document is an important element for achieving optimum assessment results. Once you purchase the assessment, what you provide is what we will use.

This assessment DOES not evaluate whether your SWOT analysis, customer insights, competitive intelligence, or market research is complete and/or accurate.  The review assumes that the data in the plan was properly acquired and vetted.

Each plan assessment is for a single department/organizational function. (See definitions below)

3 Steps to Your Assessment:

1. Purchase the assessment and decide whether you will want a post-assessment consultation. Not sure if you will need it? It can be purchased later, see below.

2. Download and complete the intake form and releases.

3. Send your intake form, signed releases, and documents to

What Happens Next?

  • Our team will review your documents.  We’ll send an email if we need any clarifications.
  • Watch your email inbox (junk folder too) at about 10 business days after you send your documents.
  • Approximately 3 days after we email you your assessment report, we’ll work together to synchronize calendars for a 1-hour consultation to review your assessment results.

Purchase Details and Store Policy

  • The price of this assessment is $1,947 and the format you will receive your report in is an interactive PDF.
  • To view the VEM store policies on refunds, payment methods, and delivery, click here. 


Organizational function examples: Finance, Human Resources, Marketing, Operations, Sales, Research and Development, and Customer Service.

Department examples: Within the organizational Marketing function, there might be departments such as brand management, digital marketing, or market research.


customer-centricity, customer experience, customer loyalty, customer retention, customer segmentation, strategic planning, operational excellenceCustomer-centricity is the Only Way to achieve sustainable, profitable growth.


Expand customer-centricity throughout your organization to:

        • Improve the conversion of data into actionable and relevant insights
        • Create a strategic plan that connects data to outcomes
        • Achieve operational excellence via enhanced processes and measurement

Download your copy today to accelerate growth and best your competition.

3 Success Factors for Your Customer-Centric Journey

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