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EPIC | Operating Scope - example

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EPIC Operations deck (link)
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EPIC | Deliverables
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Month 7
Month 8
Month 9
Month 10
Month 11
Month 12
1

GROWTH ASSESSMENT / At project start

2
SKU / Productive Assortment Assessment / USP Positioning / Format + Packaging
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
3
SKU1
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
4
SKU2
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
5
SKU3
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
6
Full Launch Suite Scenario P&L + timeline / USA
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
7
Org Chart Scenario / MVP staffing + overtime needs
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
8
E-commerce associated cost center
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
9
E-commerce CAC model + digital amplification / margin contribution
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
10
Retail Associated Cost center + Sales Potential per customer (3 potential retailers)
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
11
Compliance / Packaging / Product Launch timelines and milestones scenario
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
12
Systems, Integrations, Data (ERP, inventory, accounting, Shopify, EDI, CRM infrastructure recommendations, providers, costs)
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
13
Retailer model + potential targets
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
14
Blended margin model
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
15
Operating Costs overview - unit economics, + infrastructure costs
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
16
Vendor Outlines / Supply Chain / Ops Parameters / Timeline
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
17
Product Development Briefs + SKU positioning
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
18
Innovation Sourcing (ingredients and packaging) + implementation within Cost Targets
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
19
Warehousing RFQ and negotiation
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
20
Freight cost forecasts
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
21
Supply Chain + MOQ / Cost Parameters / BoMs
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
22
Tech Infrastructure for Retail Business
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
23
Sustainability KPIs development and implementation
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
24
Sampling strategy / cost
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
25
Industry Events / Trade Events Recommendations
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
26
Final Launch Plan / Budgets / Timelines / Sales Plans / P&L / Systems
Growth Assessment
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
27

IMPLEMENTATION / Daily operating needs

28
Oversight of Manufacturing and Associated Timelines, Q&A
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
29
Vendor Discovery Management + Associated Contract Negotiation
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
30
Daily Order Management/Oversight
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
31
Customer Service
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
32
Forecasting + Demand Planning
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
33
Purchasing + Procurement
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
34
Sales Reporting + Sales Trend Analysis
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
35
Cost Approvals / Finance Reporting Creation + Routing
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
36
Warehouse RFQ + Negotiation -> Daily management
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
37
Innovation Sourcing / Costing / Negotiating
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
38
New Product Development Timeline + Procurement
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
39
Freight Management + Related Administration
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
40
ERP Setup + Management NetSuite
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
41
Inventory reconcilliation
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
42
Inventory and Revenue Accounting Chart of Accounts Tracking
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
43
Investor / CEO Reporting
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
44
Financial Controlling and Reporting
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
45
Accounting alignment <> daily business activities
Implementation
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
46

EIPC Growth

47
Growth / Sales / Marketing
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
48
E-commerce Oversight, Strategy and pro-active daily intervention to track to $ goals and KPIs
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
49
Retailer Pitching and Negotiation / Daily and Strategic Account Management
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
50
Blended Marketing planning at SKU + Sampling level
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
51
Incremental Revenue Realization
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
52
Advisory to CEO
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
53
Overall Consumer Business Structuring / Related Implementation + business performance optimization
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
54
Industry Positioning, Negotiations
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
55
Overall Revenue + Customer Acquisition Strategy + Implementation
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
56
Job Description for Key Roles + Recruiting Process Support
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
57
New Team Onboarding Support
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
58
Cashflow / Strategic Finance Best Practices
Growth
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
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