Real frameworks from real work — adapted from enterprise procurement at a global manufacturer, international consulting engagements, and partnership development. Each sample is built to show how I think and how I operate.
Quarterly business review framework developed for a strategic ground operator partnership supporting wine tourism in the Athens region. This template is used to evaluate partner health, surface expansion opportunities, and align on the next quarter's mutual commitments.
Cruise Passenger Activation: Partner routes only 30% of Piraeus port-day guests to wine experiences. Propose dedicated cruise package at €65/person with early booking incentive — projected +150 visitors/quarter and €9,750 additional net revenue.
Signature Tier Upsell: Partner guides are not actively presenting the €120+ Signature Estate experience. Scheduling 30-min guide enablement session — potential +€8,400/quarter uplift at no additional volume cost.
Preferred Partner Agreement: Current arrangement is informal. Formalizing into a 12-month agreement with volume tiers, commission structure, and mutual marketing commitments to protect the channel and set growth targets.
Partner channel tracker built to manage and prioritize the full ecosystem of inbound channels for a wine tourism client. Tracks health scores, revenue per channel, and activation status across OTAs, ground operators, cruise aggregators, and hotel concierge partners.
| Partner | Type | Est. Visitors/Yr | Net/Person | Health | Status |
|---|---|---|---|---|---|
| Timeless Athens Tours | Ground Operator | 500 | €44 | 94 | Active |
| Viator (OTA) | Online Travel Agency | 220 | €35 | 88 | Active |
| Four Seasons Astir | Hotel Concierge | 180 | €100 | 91 | Active |
| Shore Excursions Group | Cruise Aggregator | 150 | €48 | 72 | In Negotiation |
| GetYourGuide (OTA) | Online Travel Agency | 130 | €38 | 67 | In Negotiation |
| Theoxenia Palace Hotel | Hotel Concierge | 80 | €95 | 58 | Prospect |
| Athens Shore Excursion | Ground Operator | — | €44 | 29 | At Risk |
Supplier evaluation and negotiation framework used in the Indirect Buyer role at a global automotive manufacturer. Adapted to protect supplier identities. This reflects the actual process used for multi-category RFQ cycles, supplier selection, and contract governance across indirect procurement categories.
| Supplier | Price Score | Quality Score | Risk Rating | Relationship Value | Composite | Recommendation |
|---|---|---|---|---|---|---|
| Supplier A | 88 | 92 | Low | High | 91 | Select |
| Supplier B | 94 | 78 | Medium | Medium | 83 | Negotiate |
| Supplier C | 76 | 85 | Low | Low | 79 | Backup |
| Supplier D | 98 | 61 | High | Low | 64 | Decline |
Scoring Methodology: Price (30%) + Quality/SLA History (35%) + Risk Profile (20%) + Long-Term Relationship Value (15%). Supplier D declined despite lowest price due to high supply chain risk and poor SLA compliance history on prior contracts.
Strategic consulting deliverables from two international engagements: a wine tourism growth strategy for Ktima Kokotou Wine Estate (Greece) and a tennis academy development strategy for the City of South Bohemia (Prague). Both were live client engagements with real decision-makers.
Hotel Concierge Program: Identified 5 priority Athens hotels within 60 min of the estate. Designed a 4-step partner activation roadmap — from partner kit development through familiarization visits to preferred partner agreements. Est. 400–600 visitors/year at €100 net.
OTA Platform Strategy: Recommended Viator ($27 listing), GetYourGuide (free), and Airbnb Experiences (free) with packaged experience specifications, pricing, and photo requirements for each platform.
Cruise Shore Excursion Channel: Positioned estate as a sub-3-hour cruise day experience for Piraeus port calls. Connected to Shore Excursions Group and Venture Ashore as supplier-side aggregators.
Enterprise transformation project management framework developed while leading a complex systems migration across 30+ business units at a global automotive manufacturer. Template adapted to protect proprietary details while reflecting the actual governance, stakeholder management, and delivery approach used.
Multi-threaded stakeholder map built for a strategic partnerships opportunity with a mid-market logistics company. Primary champion recently transitioned out of the procurement team. This map tracks all key contacts, influence levels, sentiment, and recommended engagement strategy.
Diana Reyes
VP of Operations
Leverage for exec intros; co-author business case for CFO; primary expansion sponsor.
Marcus Webb
Dir. of IT
Technical trusted advisor; feed integration roadmap updates; API expansion champion.
Sandra Park
CFO
Lead with hard ROI; TCO vs. alternatives; use multi-year discount as lever.
James Okafor
Sr. Procurement Manager
Power user; certify as internal champion; source for peer reference and success story.
Tom Hartley
VP Legal & Compliance
Engage via CFO; provide compliance docs proactively; pre-fill redline to reduce friction.
Keisha Brown
Operations Analyst
Enablement partner; co-build training materials; day-to-day adoption driver.
Diana Reyes (VP Ops) — Champion
Marcus Webb (Dir IT) — Advocate
Sandra Park (CFO) — Neutral / Moveable
Tom Hartley (VP Legal) — Blocker
James Okafor (Sr. Procurement) — Champion
Keisha Brown (Ops Analyst) — Advocate
No stakeholders in this quadrant