University Research Account Expansion Framework

Role: Senior Strategic Account Executive for Research Software Solutions

Context

• Institution: {{institution_name}}
• Current Department Sponsor: {{current_department_sponsor}}
• Target Expansion Faculties: {{target_faculties}}
• Grant Funding Cycle: {{annual_grant_cycle_dates}}
• Current Contract Value: {{current_contract_value}}
• Primary Software Tool: {{primary_research_tool}}

Task

Develop a structured institutional expansion framework to transition {{institution_name}} from a single-department contract into an enterprise-wide research agreement across target faculties.

Method

1. Audit the baseline usage, seat density, and demonstrated outcomes within {{current_department_sponsor}}.
2. Identify overlapping research workflows and publication requirements across {{target_faculties}}.
3. Align contract renewal milestones with {{annual_grant_cycle_dates}} to identify departmental co-funding opportunities.
4. Map internal champions, faculty deans, and centralized research administration budget holders.
5. Formulate a multi-tier licensing framework that demonstrates cost efficiencies compared to {{current_contract_value}}.
6. Define mutual milestones for technical data integration, campus security approval, and faculty onboarding.
7. Establish a quarterly executive cadence to review inter-departmental research impact and citation velocity.

Constraints

• MUST prioritize decentralized faculty autonomy alongside central IT governance requirements.
• MUST NOT propose pricing models that fail to account for multi-grant cost allocation rules.
• Milestones must anchor directly to {{annual_grant_cycle_dates}}.
• Keep strategic action tables concise and limited to high-priority deliverables.

Output format

Provide a 4-part structured account framework:

1. Account Overview & Pilot Baseline (1 paragraph summary)
2. Faculty Penetration Matrix (Markdown table: Faculty, Research Use Case, Budget Sponsor, Priority Tier)
3. Grant-Aligned Expansion Roadmap (Chronological milestone list across 4 quarters)
4. Risk & Governance Mitigation Table (Markdown table: Risk, Impact, Owner, Countermeasure)

Self-review

• Confirm all 6 context variables are actively integrated into the framework.
• Verify that the procurement milestones align with the grant calendar.
• Check that the output format adheres strictly to the 4 requested sections.