1. Practical Strategies to Serve Members and Create Sustainability
CSO SERVICES/PRODUCTS AND
SUSTAINABILITY

2. Ideal set of conditions
Practices & strategies to consider
Pitfalls to Avoid

3. Observations Ted Fujimoto
& Strategies
Robert Benavidez - NM
Andrea Plucker - AZ
Panel
Marco Rafanelli – CO
Briana Swartz - CA
Inquiry/Share Out You

4. Services/Products & Sustainability
Need to I wonder
Know
know if…

5. Observations
1 Leadership & Priorities
Relationship Building and Customer
2
Needs
Measuring Success & True
3
Sustainability

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. 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. 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. 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. 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

12. 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

13. 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…

14. 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?

15. Share out…
Need to I wonder
Know
know if…

16. Contact Information
Ted Fujimoto, President
tedf@consultlandmark.org
415-963-4406
www.consultlandmark.org