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South Florida HDI Leadership Transition
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South Florida HDI Leadership Transition


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This slide deck was used for the South Florida HDI Leadership meeting and transition to a new Board of Directors

This slide deck was used for the South Florida HDI Leadership meeting and transition to a new Board of Directors

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  • 1. Please Join our Social Media Sites 60 Fans 2800 Emails 181 Members 65 Members 240 Followers @HDI_So_Florida 882 Contacts
  • 2. South Florida HDI Leadership Interest Meeting October 30, 2013
  • 3. Agenda • 5:00 PM Networking & Registration • 5:15 PM Introduction of Board and each attendee – Why are you here? • • • • • 5:30 PM What is South Florida HDI? 6:30 PM Appoint Officers 6:45 PM What’s next? 6:55 PM Closing 7:00 PM Dinner and Drinks @HDI_So_Florida
  • 4. Objective South Florida HDI is a young and lively community of IT Service and Technical Support professionals, focusing on sharing knowledge, experiences and relationships. Our meetings are held quarterly in the South Florida tri-county area. Currently we have in excess of 100 members representing greater than 50 top South Florida companies across different industries. Join us and be part of the fun, exchange ideas and grow together in this young exhilarating community. @HDI_So_Florida
  • 5. CIO Value Prop: Creating Actionable Awareness Empowering informed decisions by sharing knowledge, relationships and experiences Expand your network of peers and industry colleagues; take advantage of others perspectives and experience. Access to a substantial repository of information, best practices, the latest industry trends (Yearly Practices & Salary) and training. KNOWLEDGE RELATIONSHIPS HDI Buyer’s Guide, aimed at helping guide products and services to the people who need them. EXPERIENCES Case Studies and timely topical discussions delivered through regular newsletters, meetings, webinars and conferences. Strengthen internal team collaboration through membership and participation in a common organization
  • 6. Foundational Success + + + + + Attitude Collaboration Teamwork Processes Business/Consulting Mindset = Success
  • 7. SWOT Analysis Strengths • Foundation of Success (COE) • Bank Account $$$ • Experienced Officers • Speaker contacts • Meeting location • Sponsorship • HDI National Recognition Weaknesses • Volunteers & Board • Sustainability and Succession Planning • Membership numbers, Palm Beach • Communication, Website, Social Media • Lack of growth Opportunities Threats • Latin American growth • Chapter shutting down • Virtual/webinar meetings • Lack of Interest • Collaboration with other user groups • Dynamic meetings
  • 8. Starting your Diet • • • • Born: October 2008 Weight: 10 Officers on the Board of Directors Height: Bi-weekly Conference Calls Birth Certificate: Chapter Bylaws @HDI_So_Florida
  • 9. Goals for Starting your Diet Financial Customers • Increase Memberships • Increase Partners/Sponsors • Increase Revenue • Increase Financial Surplus • Share Experiences • Share Knowledge • Share Relationships Results • Achieve top 3 point total in National Circle of Excellence • Recognized as the premier local IT user group in South Florida
  • 10. HDI means what to you? @HDI_So_Florida
  • 11. Membership - Help  PRE-EVENT  Prepare meeting roster with RSVP’s  Prepare nametags for those who RSVP’d  Call campaigns when required  EVENT     Assist with registration table (Sign-in, nametags…) Greet and welcome guests (Members/Non-members) Membership drives (1/2 per year) Promote / Market HDI Membership  POST-EVENT     Update HDI CRM with attendees info (Attended, Walk-in, No-Show) Enter/update contacts information in CRM Process new HDI member applications Prepare 2 mailing lists for “Thank You For Attending” and “Sorry You Missed It” @HDI_So_Florida
  • 12. Membership • • • • • • • • • • • Coordinate membership drives and related activities to promote HDI membership Maintain HDI Members and Non-Members contact information current in the CRM DB Create RSVP roster for events and keep track of attendance for the event and update CRM post events Create Membership and event metrics and publish on the web-site Create and maintain Membership content on the South Florida web-site Manage the registration table at events with sign in sheets, badges and welcome participants Send letters to new members, renewals and members that don’t renew their HDI membership Perform phone campaigns to HDI members 1-2 per year and as needed per events Provide Membership contents/articles for the Newsletters Maintain the Members-Only Portal accounts current Maintain member Google map @HDI_So_Florida
  • 13. Communications • Quarterly Newsletter – – – – Defines Content Outline Solicits content from officers, members, vendors Oversees composition of online newsletter Hosts regular development meetings • Chapter Meeting Invitations – Obtains program information (presentation title, presenter bio) from VP Programs – Schedules Invitations to go out weekly on each Wednesday beginning six weeks prior to meeting @HDI_So_Florida
  • 14. Communications • Chapter Meeting Press Releases – Coordinates release of meeting information to local publications, trade newsletters, etc., three weeks prior to meeting • Special Event/Meeting Announcements & Invitations – Invitations sent weekly beginning at least six weeks prior to meeting @HDI_So_Florida
  • 15. Communications • Social Media – Oversees posting and updating of chapter news, happenings and promotions on all relevant Social Media websites • Chapter Website – Oversees content development and ensures the chapter website is a living communications tool @HDI_So_Florida
  • 16. Communications • Growth Strategies – Utilizes the voice of the VP of Communications office to grow chapter membership, event attendance and recognition of the chapter within the community and among peer chapters and groups @HDI_So_Florida
  • 17. Communications - Officers • Newsletter Editor – Composes on line newsletter – Assists VP in soliciting content from offices, members, vendors • Social Media Coordinator – Responsible for management of all chapter announcements, happenings and promotions on Social Media Websites @HDI_So_Florida
  • 18. Communications - Officers • Webmaster – Webpage updates, content and document management – Web graphics design creation – Assist the board members in content management support • Dynamic Content Editor – Assists Webmaster with posting of dynamic audio/video content – Coordinates posting of Chapter videos and multimedia to YouTube, etc. @HDI_So_Florida
  • 19. Communications - Officers • Communications Coordinator – Assists the VP of Communications with development and release of meeting invitations, special event announcements, and distribution of chapter meeting information to press, social media and websites. @HDI_So_Florida
  • 20. Programs Activities & Strategy The Programs is responsible in setting up the Events/Meetings Some of the involvement are composed of: Topics • Assist in acquiring ideas for Topics from Member Surveys and Technology trends Speakers • Assist in obtaining industry leaders on specific topics Sponsors • Leverage and enroll sponsors based on Topics to obtain and produce a well rounded solution to the event/meeting @HDI_So_Florida
  • 21. Programs • Organize different meetings, AOY, CIO Panel, Vendor fair, social events, meeting with other user groups • Chair off line conference calls • Logistics of meeting, location, meeting checklist • Build and develop program content • Maintaining of yearly calendar • Create communication meeting invite with presenter bio and title of meeting to provide to Communications • Speaker liaison • HDI Sponsored Training @HDI_So_Florida
  • 22. Programs • Audio/Visual @HDI_So_Florida
  • 23. Programs needs YOU! • • • • • • • • • Let’s start with “What will you take away” -- visibility within the local IT community, knowledge of trends and best practices from Leaders in the Industry, recognition among peers, motivation that re-charges the batteries for life YOU are part of the Programs even if you are just being a spectator or actually bringing the Topics to fruition WE need you to helps US get better Tasks take 5 Hours or less per week – Teamwork! WE build new relationships with colleagues and Industry Leaders Be Part of something BIG ---YOU ----Your own development Share your experience and time with others just like you You don’t need to be a Manager You don’t need Experience @HDI_So_Florida
  • 24. Sponsorship/Partnerships • Review current policy and update it • Obtain additional sponsors • Create partnering programs with existing or new vendors to reach out to each other’s customers • Find ways to introduce members to current sponsors • Survey each sponsor after each meeting to obtain feedback for improvement • Ask sponsors for program • Develop value proposition @HDI_So_Florida
  • 25. Finance • • • • • VP of Finance Balance account Sign off on checks Approve expenses Enter info in Quicken
  • 26. Thank you to our Sponsors! @HDI_So_Florida
  • 27. South Florida HDI • • • • • • • • • • President – Sony Fenelon President Elect - ? VP of Membership - Tony Di Perna VP of Sponsorship - ? VP of Finance - Eddy Fuente VP of Programs - ? VP of Communications - ? Webmaster - ? Social Media - ? Strategic Advisor - Albert Noa & Eddie Vidal @HDI_So_Florida
  • 28. @HDI_So_Florida
  • 29. Volunteer? @HDI_So_Florida
  • 30. Closing • Additional Networking Dinner Location Carolina Ale House 8669 NW 36 Street, Doral, Florida 33166 @HDI_So_Florida