Cso Sustainability National Charter Conference2010

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Cso Sustainability National Charter Conference2010

  1. 1. Practical Strategies to Serve Members and Create Sustainability CSO SERVICES/PRODUCTS AND SUSTAINABILITY
  2. 2. Ideal set of conditions Practices & strategies to consider Pitfalls to Avoid
  3. 3. Observations Ted Fujimoto & Strategies Robert Benavidez - NM Andrea Plucker - AZ Panel Marco Rafanelli – CO Briana Swartz - CA Inquiry/Share Out You
  4. 4. Services/Products & Sustainability Need to I wonder Know know if…
  5. 5. Observations 1 Leadership & Priorities Relationship Building and Customer 2 Needs Measuring Success & True 3 Sustainability
  6. 6. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  7. 7. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  8. 8. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  9. 9. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  10. 10. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  11. 11. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA Example of service or product and how these 1 Leadership & Priorities three issues helped you succeed or made things difficult Relationship Building and Customer 2 Needs -Wish you…. -Did more of Measuring Success & True -Did less of 3 Sustainability -Did differently -Didn’t do
  12. 12. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA What does it really take to build customer relationships and truly Relationship Building and Customer understand school needs? 2 Needs Give us a sense of the magnitude of effort…
  13. 13. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA How much due diligence does it take to launch a Relationship Building and Customer product or service? 2 Needs Or in retrospect, how much due diligence do you wish you had done?
  14. 14. Share out… Need to I wonder Know know if…
  15. 15. Contact Information Ted Fujimoto, President tedf@consultlandmark.org 415-963-4406 www.consultlandmark.org

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