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Atha Corporation

Strategic Alignment Worksheet: Sales and Marketing Functional Area Your Name: Overview

Use this strategic alignment worksheet (SAW) to complete your management activities in planning, organizing, leading, and controlling for the Atha Corporation scenario. Refer to each course assessment for further instructions.

Checklist for the Sales and Marketing Area SAW

Mary Atha, CEO, has provided this checklist of overall organization goals for the sales and marketing area. Read the checklist and use it as a point of reference for your development of this SAW.

Double Atha sales without lowering price.
Increase international sales.
Ensure accurate, on-time delivery.
Plan, organize, lead, and control the resources of sales and marketing department to meet the organizational goal of growing the business by 100%.

Section 1: Goals and Activities

Develop goals for this functional area and create supporting activities for achieving each goal. (Add more rows if needed.)

Goals:	Supporting activities:
1. Retain existing employees.	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




2. Add seven new employees.	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




3. Create new organizational chart for the sales and marketing area.	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




4. Improve employee performance.	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




5. [Insert new goal here.]	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




6. [Insert new goal here.]	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?




7. [Insert new goal here.]	What are the supporting activities?	How will this activity achieve the goal?	What is the achievement deadline?

Section 2: Purpose Statement

Write a purpose statement for this functional area of the organization.

Most of us are aware of the term purpose statement, but we may be unsure of what its real meaning is within an organization. It is a statement describing the organization or functional team’s purpose, or the reason for its existence. The purpose of an organization reflects a desired position in the marketplace. It should be a written summary that accurately answers the four questions outlined in the table below. The most effective purpose statements are short, concise, and direct. A good purpose statement should be between 2–3 sentences in length.

Purpose Statement
Who are we?	What do we do?	For whom do we do this?	How do we know when we are getting it done?

Compile your answers to the four questions above into a concise (2–3 sentence) summary statement. This is your purpose statement.
[Insert your purpose statement here.]

Section 3: Performance Standards

Identify performance standards for measuring this functional area team’s performance. (Add more rows if needed.)

	Performance standard:	Rationale for including this performance standard:
1.
2.
3.
4.
5.