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Presidents Conference
2014
Chair: TBD
Vice Chair: Perry Miele
“Providing our Member Community
and industry partners the
opportunity to enhance the
consumer’s enjoyment of the
foodservice choice”
IFMA Vision
“Enabling our Member Community to
focus on critical issues affecting their
businesses and the industry”
IFMA Mission
IFMA 2020 Strategic Imperatives
Enhance
Value
of Consumer
Foodservice Choice
Consumers
Operators
Members
Focus Supporting Initiatives
 Create New Consumer-Driven View of Foodservice Landscape
 Create Actionable Insights & Best PracticesCo-Create Value
with Operators Through
Demand-Creation
and Supply-Chain
Improvement Efforts
Enable Members to Excel
Given the New Basis of Competition
 Drive Learnings through Connectivity Forums
-Presidents Conference
-COEX
-Marketing & Sales
Leaders Forum
-Gold & Silver Plate
- Fundamentals
-Operator Forums
-Strategic Issues Series
-Small/Mid Size Business
-Washington Insights
-Website
-Consumer Planning Program
-Operator Collaboration Model
-Foodservice Category management
-Foodservice Navigator
-Performance Benchmarking
-GS-1
-Foodservice Landscape
-Foodservice Insights Library
-Industry Adoption Plan
 Champion Industry-Wide Effort to Improve Consumer Choice
Center of Insights
Insights that drive
strategy & execution
Center of Best Practices
Proven foodservice
best practices
Center of Connectivity
Connect to share, learn
and execute
Consumer Planning Program
C - S. Marshall VC – P. Gere
Performance Benchmarking
C – B. Shanley VC - TBD
Small/Midsize Business
C - M. Cannon VC - B. McClellan
FSnavigator
C - D. Davis VC - R. Kirkpatrick
FS New View of Industry
C - D. Allison VC - R. Hepponstall
Category Management
C – R. Ferranti VC – T. Splane
GS1
C - B. Shanley VC - L. Oberkfell
Center of Innovation Excellence
C - K. Miller VC - TBD
SCORE
C - L. Kimura
Educational Foundation
C – K. Schartner VC - J. Flood
Operator Collaboration Model
C - K. Delahunt VC - D. Davis
Gold & Silver Plate
C - F. Graves VC – R. Hepponstall
Presidents Conference
C - TBD VC – P. Miele
COEX
C - M. Simmonds VC - M. Cannon
Operator Forums
C - K. Schartner VC – L. Will
Marketing & Sales Leaders Forum
C - C. Fuller VC – P. Gere
Strategic Issues Series
C - J. Green
Foodservice Fundamentals
C - D. Gerchar
Centers of Excellence
2014 COMMITTEE LEADERSHIP
Washington Insights
C - B. McClellan VC – K. Miller
Membership
C – TBD
VC – TBD
BOARD
LEADERSH
IP
Audit
C – B. Shanley
VC – K. Delahunt
Compensation
C – L. Kimura
VC – R. Ferranti
Awards
C – R. Ferranti
VC – TBD
Strategic Plan
C – L. Kimura
Governance
C – L. Kimura
VC – R. Ferranti
Objective:
Create a conference that provides Senior Leaders/Management relevant and
actionable strategies in a connectivity forum with senior distributor and operator
personnel to build business.
Positioning Statement:
For members Presidents/Senior Leadership wanting critical
market insight and top-to-top interaction with senior foodservice
channel partners, the “by-invitation” Presidents Conference provides
them with relevant, actionable and strategic information in a unique
top-to-top, open learning environment.
(target)
(need)
(point of differentiation)
Presidents Conference
Goals:
• Attendance Revenue: $ +7%
• Sponsorship Revenue: $ +1%
• Distributor Attendance: +5%
• Operator Attendance: 100
• Broker Attendance: +5%
• Total Paid Attendance: +6%
Strategies:
• Establish committee to set direction and support execution
• Build off 2013 program and “Foodservice 2020 Strategic Imperatives.” Evidence progress on
industry-wide initiatives
• Build and execute integrated marketing plan
• Link to OCM/FCM, CPP, FSN, NewView and all IFMA Connectivity forums
• Assess results. Provide recommendation for 2015 program
Presidents Conference
Committee Members:
TBD Chair
Perry Miele Nestle Vice Chair
Jennifer Bestafka Keurig Green Mountain
Deanna Brady Hormel
Mike Cannon Surlean Foods
Peter Cokinos Grecian Delight
Kevin Delahunt Sargento
Marc Desmarais Idahoan
Bob Elliot Nestle Professional
John Flood Wayne Farms
Larry Gertsakis Nestle Professional
Lisa Kermizis-Abraham Bigelow Tea
Bill McCullough Bunge
Kenya Klabzuba Par-Way Tryson
Herb Ring Hershey
David Rizley SCA Tissue
Kathleen Schartner Farmer Brothers
Malcolm Simmonds Simplot
David StoneburnerRuiz Foods
Barbara Powell Azar Nut
MikeVillano Basic American Foods
IFDA Member TBD
John Lehmann IFMA Liaison
Presidents Conference
Strategy: Establish committee to set direction and support execution
Who When Done
Select Chair andVice Chair IFMA w/o 1/6 w/o
Identify prospective committee members IFMA w/o 1/27 w/o 2/10
Review prospective committee members and preliminary deck with Chair &Vice
Chair
IFMA w/o 2/10 w/o 3/17
Internal review for strategic alignment IFMA w/o 2/3 w/o 2/3
Chair invites prospective committee members (as they agree let them know when
first conference call is)
JL w/o 2/4 w/o 2/4
Finalize committee JL w/o 2/11 w/o 2/24
Coordinate first committee meeting and send out preliminary deck (preread) JL w/o 2/18 w/o 2/11
Hold first committee meetings to review and finalize deck, and set calls Committee w/o 2/25 w/o 3/27
Tactics
Presidents Conference
Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry-
wide initiatives
Who When Done
Ideation session-Key Issues & Opportunities Committee w/o 2/25 w/o 3/28
Draft agenda
Committee
w/o 4/15 w/o 3/18
Identify speakers, panelists and moderators Committee w/o 5/5 w/o
Create agenda from base content Committee w/o 5/12 w/o
Develop flow document Committee w/o w/o
Specify room setup, F&B and AV requirements Committee w/o 8/4 w/o
Finalize agenda IFMA w/o 8/1
Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 10/1
Secure PPT’s, videos, etc. IFMA w/o 10/1
Finalize Scripts IFMA w/o 10/1
Conduct rehearsals IFMA 11-3/4
Tactics Presidents Conference
Tactics
Strategy: Build and execute integrated marketing plan
Who When Done
Develop Communication plan, including all electronic, printed , web and personal
communications outlined
IFMA w/o 2/15 w/o
Draft creative brief for overall conference w/agency IFMA w/o 4/1 w/o
Synchronize with content development IFMA Ongoing w/o
Save the date email-Target All IFMA w/o 4/15 w/o
Website update including call for nominations IFMA w/o 4/18 w/o
Define targets Committee w/o 6/17 w/o
Email w/conference highlights/ Registration Opens IFMA w/o 6/15 w/o
Monitor and report status of communications plan and registrations IFMA Ongoing w/o
Conference highlight Mailer IFMA w/o 7/8 w/o
Follow-up calls by committee to operators that received invitations Committee w/o 8/12 w/o
IFMA & Committee calls to members IFMA &
Committee
w/o 8/12 w/o
Program mailer IFMA w/o 8/19 w/o
Presidents Conference
Strategy: Build and execute integrated marketing plan-Sponsorships
Who When Done
Determine Sponsorship opportunities TD,JL w/o 5/5 w/o
Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 5/19 w/o
Sponsorship Sell Sheet sent out TD, FM w/o 5/26 w/o
Submit Final List to Marketing and Event Management TD w/o 8/4 w/o
Tactics
Presidents Conference
Tactics
Strategy: Link to OCM/FCM,CPP,FSN, NewView and all IFMA Connectivity forums
Have member of PC committee make mention of conference on other calls Who When Done
Have member of other committees make mention on PC calls Ongoing w/o
IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing w/o
IFMA include connectivity materials with meeting agenda/reminder Ongoing w/o
Ongoing w/o
Tactics
Strategy:Assess results
Who When Done
Complete post conference survey JL/TS w/o 10/20 w/o
Prepare conference survey results Committee w/o 11/17 w/o
Committee evaluation (Post conference call) & 2015 recommendations Committee w/o 11/17 w/o
IFMA internal review IFMA w/o 11/17
Presidents Conference

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Committee deck for web

  • 2. “Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice” IFMA Vision
  • 3. “Enabling our Member Community to focus on critical issues affecting their businesses and the industry” IFMA Mission
  • 4. IFMA 2020 Strategic Imperatives Enhance Value of Consumer Foodservice Choice Consumers Operators Members Focus Supporting Initiatives  Create New Consumer-Driven View of Foodservice Landscape  Create Actionable Insights & Best PracticesCo-Create Value with Operators Through Demand-Creation and Supply-Chain Improvement Efforts Enable Members to Excel Given the New Basis of Competition  Drive Learnings through Connectivity Forums -Presidents Conference -COEX -Marketing & Sales Leaders Forum -Gold & Silver Plate - Fundamentals -Operator Forums -Strategic Issues Series -Small/Mid Size Business -Washington Insights -Website -Consumer Planning Program -Operator Collaboration Model -Foodservice Category management -Foodservice Navigator -Performance Benchmarking -GS-1 -Foodservice Landscape -Foodservice Insights Library -Industry Adoption Plan  Champion Industry-Wide Effort to Improve Consumer Choice
  • 5. Center of Insights Insights that drive strategy & execution Center of Best Practices Proven foodservice best practices Center of Connectivity Connect to share, learn and execute Consumer Planning Program C - S. Marshall VC – P. Gere Performance Benchmarking C – B. Shanley VC - TBD Small/Midsize Business C - M. Cannon VC - B. McClellan FSnavigator C - D. Davis VC - R. Kirkpatrick FS New View of Industry C - D. Allison VC - R. Hepponstall Category Management C – R. Ferranti VC – T. Splane GS1 C - B. Shanley VC - L. Oberkfell Center of Innovation Excellence C - K. Miller VC - TBD SCORE C - L. Kimura Educational Foundation C – K. Schartner VC - J. Flood Operator Collaboration Model C - K. Delahunt VC - D. Davis Gold & Silver Plate C - F. Graves VC – R. Hepponstall Presidents Conference C - TBD VC – P. Miele COEX C - M. Simmonds VC - M. Cannon Operator Forums C - K. Schartner VC – L. Will Marketing & Sales Leaders Forum C - C. Fuller VC – P. Gere Strategic Issues Series C - J. Green Foodservice Fundamentals C - D. Gerchar Centers of Excellence 2014 COMMITTEE LEADERSHIP Washington Insights C - B. McClellan VC – K. Miller Membership C – TBD VC – TBD BOARD LEADERSH IP Audit C – B. Shanley VC – K. Delahunt Compensation C – L. Kimura VC – R. Ferranti Awards C – R. Ferranti VC – TBD Strategic Plan C – L. Kimura Governance C – L. Kimura VC – R. Ferranti
  • 6. Objective: Create a conference that provides Senior Leaders/Management relevant and actionable strategies in a connectivity forum with senior distributor and operator personnel to build business. Positioning Statement: For members Presidents/Senior Leadership wanting critical market insight and top-to-top interaction with senior foodservice channel partners, the “by-invitation” Presidents Conference provides them with relevant, actionable and strategic information in a unique top-to-top, open learning environment. (target) (need) (point of differentiation) Presidents Conference
  • 7. Goals: • Attendance Revenue: $ +7% • Sponsorship Revenue: $ +1% • Distributor Attendance: +5% • Operator Attendance: 100 • Broker Attendance: +5% • Total Paid Attendance: +6% Strategies: • Establish committee to set direction and support execution • Build off 2013 program and “Foodservice 2020 Strategic Imperatives.” Evidence progress on industry-wide initiatives • Build and execute integrated marketing plan • Link to OCM/FCM, CPP, FSN, NewView and all IFMA Connectivity forums • Assess results. Provide recommendation for 2015 program Presidents Conference
  • 8. Committee Members: TBD Chair Perry Miele Nestle Vice Chair Jennifer Bestafka Keurig Green Mountain Deanna Brady Hormel Mike Cannon Surlean Foods Peter Cokinos Grecian Delight Kevin Delahunt Sargento Marc Desmarais Idahoan Bob Elliot Nestle Professional John Flood Wayne Farms Larry Gertsakis Nestle Professional Lisa Kermizis-Abraham Bigelow Tea Bill McCullough Bunge Kenya Klabzuba Par-Way Tryson Herb Ring Hershey David Rizley SCA Tissue Kathleen Schartner Farmer Brothers Malcolm Simmonds Simplot David StoneburnerRuiz Foods Barbara Powell Azar Nut MikeVillano Basic American Foods IFDA Member TBD John Lehmann IFMA Liaison Presidents Conference
  • 9. Strategy: Establish committee to set direction and support execution Who When Done Select Chair andVice Chair IFMA w/o 1/6 w/o Identify prospective committee members IFMA w/o 1/27 w/o 2/10 Review prospective committee members and preliminary deck with Chair &Vice Chair IFMA w/o 2/10 w/o 3/17 Internal review for strategic alignment IFMA w/o 2/3 w/o 2/3 Chair invites prospective committee members (as they agree let them know when first conference call is) JL w/o 2/4 w/o 2/4 Finalize committee JL w/o 2/11 w/o 2/24 Coordinate first committee meeting and send out preliminary deck (preread) JL w/o 2/18 w/o 2/11 Hold first committee meetings to review and finalize deck, and set calls Committee w/o 2/25 w/o 3/27 Tactics Presidents Conference
  • 10. Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry- wide initiatives Who When Done Ideation session-Key Issues & Opportunities Committee w/o 2/25 w/o 3/28 Draft agenda Committee w/o 4/15 w/o 3/18 Identify speakers, panelists and moderators Committee w/o 5/5 w/o Create agenda from base content Committee w/o 5/12 w/o Develop flow document Committee w/o w/o Specify room setup, F&B and AV requirements Committee w/o 8/4 w/o Finalize agenda IFMA w/o 8/1 Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 10/1 Secure PPT’s, videos, etc. IFMA w/o 10/1 Finalize Scripts IFMA w/o 10/1 Conduct rehearsals IFMA 11-3/4 Tactics Presidents Conference
  • 11. Tactics Strategy: Build and execute integrated marketing plan Who When Done Develop Communication plan, including all electronic, printed , web and personal communications outlined IFMA w/o 2/15 w/o Draft creative brief for overall conference w/agency IFMA w/o 4/1 w/o Synchronize with content development IFMA Ongoing w/o Save the date email-Target All IFMA w/o 4/15 w/o Website update including call for nominations IFMA w/o 4/18 w/o Define targets Committee w/o 6/17 w/o Email w/conference highlights/ Registration Opens IFMA w/o 6/15 w/o Monitor and report status of communications plan and registrations IFMA Ongoing w/o Conference highlight Mailer IFMA w/o 7/8 w/o Follow-up calls by committee to operators that received invitations Committee w/o 8/12 w/o IFMA & Committee calls to members IFMA & Committee w/o 8/12 w/o Program mailer IFMA w/o 8/19 w/o Presidents Conference
  • 12. Strategy: Build and execute integrated marketing plan-Sponsorships Who When Done Determine Sponsorship opportunities TD,JL w/o 5/5 w/o Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 5/19 w/o Sponsorship Sell Sheet sent out TD, FM w/o 5/26 w/o Submit Final List to Marketing and Event Management TD w/o 8/4 w/o Tactics Presidents Conference Tactics Strategy: Link to OCM/FCM,CPP,FSN, NewView and all IFMA Connectivity forums Have member of PC committee make mention of conference on other calls Who When Done Have member of other committees make mention on PC calls Ongoing w/o IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing w/o IFMA include connectivity materials with meeting agenda/reminder Ongoing w/o Ongoing w/o
  • 13. Tactics Strategy:Assess results Who When Done Complete post conference survey JL/TS w/o 10/20 w/o Prepare conference survey results Committee w/o 11/17 w/o Committee evaluation (Post conference call) & 2015 recommendations Committee w/o 11/17 w/o IFMA internal review IFMA w/o 11/17 Presidents Conference