Strategic Account Planning Tips, Templates, and Tools for a Job Application Project

Hey all 👋 I’m applying for a Strategic Account Manager role and was given an account planning-style project to complete. The catch? I’ve never formally built a strategic account plan before 😅 Does anyone have:

The exercise focuses on: – Identifying key stakeholders (decision-makers vs. influencers across Development, Marketing, Finance, Exec) – Assessing fundraising strategy & growth opportunities – Forming strategic hypotheses before a first exec conversation – Preparing for a simulated discovery call It doesn’t need to be a formal presentation — they care more about how I think and frame opportunity at the executive level. Would seriously appreciate any frameworks, examples, or “if I were you, I’d focus on ___” advice 🙏 Thank you in advance!