Psab Report 041908 Scas Presentation


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This April 2008 presentation provides as overview of the Ohio University Sales Centre Alumni Society. Please contact me should you have any interest in learning more about this world class organization in support of our global initiative to professionalize sales.

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Psab Report 041908 Scas Presentation

  1. 1. <ul><li>PSAB Report </li></ul><ul><li>April 2008 </li></ul><ul><li>Athens, Ohio </li></ul><ul><li>Mike Cady </li></ul><ul><li>Founding Chair, SCAS </li></ul>
  2. 2. <ul><li>SCAS Overview </li></ul><ul><li>Numbers / Metrics </li></ul><ul><li>Historical Overview </li></ul><ul><li>Current State </li></ul><ul><li>Newsletter & Directory </li></ul><ul><li>Direction for 2008 </li></ul><ul><li>Upcoming Event (s) </li></ul><ul><li>Alumni Contributions </li></ul><ul><li>Final Thoughts </li></ul><ul><li>Anything else… </li></ul>Agenda
  3. 3. The Ohio University Sales Centre Alumni Society (SCAS) Our Mission: … To deliver the ultimate Alumni Experience through Professional Networking, Continuous Learning, Student Development and Social Engagement. Abbott ADP American Eagle Ameriprise Financial Ashland Chemical Cardinal Health CDW Chase Bank Cintas Cisco Systems Colgate Palmolive COSI Columbus Deloitte Eli Lilly EMC Fifth Third Georgia Pacific Glaxo (GSK) Guidant Corp. Handleman Co. Johnson & Johnson Liberty Mutual Limited Brands Macy’s Microsoft National City Bank News America Marketing Northwest Financial Oracle / BEA Systems, Inc. Phillip Morris Parker Hannifin Paychex Proctor and Gamble PWC Global Sankyo Pharma Sky Insurance / HNB Starbucks Standard Register Stryker Medical Sypherlink Total Quality Logistics The Washington Post Western and Southern Worthington Industries Xerox 235+ Alumni
  4. 4. Financial > Top 10% of new advisors. > Brought in 34 new planning clients as opposed to national average of 26. > 2004 and 2005 Circle of Success as a Manager. > Top tier performance in peer group resulting in Silver level recognition Technology and I.T. .Solutions > #1 Solutions Executive at 252%; #1 in Eastern USA > #1 Account Manager at 111%; #1 in Region > #2 Specialist in North America at 145% > President’s and Par Club 4 of 5 years in sales Insurance > 136% of sales goal reached in first year. > Youngest member to ever be induced into Sky Insurance Champions Club. Banking > Promoted to manage Banking and Insurance relationships at Company headquarters in year 2. > 98% revenue retention despite employee turnover and company change. SCAS Performance Snapshot 90 of 235 w/ 3+ yrs experience Passion – Planning – Dedication – Execution - Commitment
  5. 5. August 2005 Evolution of the Alumni Society > Founding Board, 12 members > 10 meetings in 4 months > Location of Alumni Qualified / Alumni Surveyed / Profile Developed > Development of Org Chart, Roles and Responsibilities > Mission, Vision and Core Objectives as a result of Alumni feedback > Development of Constitution and Bylaws > Succession Plan created and implemented > Development of Budget and Membership Platforms: Gold, Silver, Bronze > 1 st Annual Alumni Experience Day, Athens (18 Alumni) Historical Overview 2006 Developing Interest and Awareness > 2 nd Annual Alumni Experience Day, Athens (29 Alumni) > Formal Approval by OUAA as a recognized Society > 1 st Annual Founder’s Day, COSI Columbus (30+ Alumni) > 1 st Annual Golf Scramble / Networking Event, Shamrock Golf Club- Columbus (24 Alumni) > 1 st Homecoming Sponsorship and Participation, Athens > 1 st Directory and 1 st Newsletter Produced and Distributed > 1 st Sales Centre Candidate / Alumni Shadowing Initiative
  6. 6. Historical Overview Continued… <ul><li>2007 </li></ul><ul><li>Development and Commitment – Participation and Membership </li></ul><ul><li>> Inception of Annual Calendar of Events to improve organizational planning and team expectations: </li></ul><ul><ul><ul><li>> SLT meets monthly, Board meets Quarterly </li></ul></ul></ul><ul><li>> 3 rd Annual Alumni Experience Day, Athens (36 Alumni) </li></ul><ul><li>> Philanthropy 1st Annual Rock ‘N Run For Life 5k, Athens </li></ul><ul><li>> 1 st Participation in OUAA Alumni Leaders Conference and Network </li></ul><ul><li>> 2 nd Annual Founder’s Day / 2 nd Annual Golf Scramble, Briarwood at Wiltshire Golf Club in Cleveland (75 Alumni & Friends) </li></ul><ul><li>> 1st Honorary Sales Certificate presented to Sean Holloway, dedicated alumni </li></ul><ul><li>> Addition of 2 New Board Members </li></ul><ul><li>> 2nd Homecoming Sponsorship and Participation </li></ul><ul><li>> 2nd and 3rd Newsletters Produced and Distributed </li></ul><ul><li>> 5 Year Strategic Plan Developed </li></ul><ul><li>>Contributing Members at ALL Levels: </li></ul><ul><ul><li>> Gold, Silver and Bronze </li></ul></ul><ul><ul><li>> Alumni interest / participation increasing </li></ul></ul><ul><ul><li>> Money management process developed </li></ul></ul>
  7. 7. Current State <ul><li>Right Now </li></ul><ul><li>3 month Focus: May 2008 – July 2008 </li></ul><ul><li>> On-boarding and Goal setting for 5 NEW Board Members : Social Director, Marketing Director, Candidate Development Director, Membership Director and Treasurer </li></ul><ul><li>> Implementation of a 4 person Web Development and Interactive Media team lead by Sean Holloway (welcome back to the Board!!!!) to improve virtual brand recognition, online content and quality of information to support alumni awareness and access </li></ul><ul><li>> Developing partnerships with OU Alumni Societies & OUAA </li></ul><ul><li>> Planning and Marketing July Golf Scramble </li></ul><ul><li>> Implemented and Marketing Linkedin SCAS Group </li></ul><ul><li>> Implemented and Marketing OU Gateway SCAS Group </li></ul><ul><li>> Membership Director is planning Senior Sendoff on May 19 th </li></ul><ul><ul><li>> Largest senior class ever!!!! </li></ul></ul><ul><ul><li>> 125 seniors will drive SCAS member growth by 50% </li></ul></ul><ul><ul><li>> Approximately 360 SCAS Alumni by June 2008 </li></ul></ul><ul><li>> Execution of Newsletter and Directory </li></ul>For a copy of the Alumni Website business plan, please contact Mike Cady at [email_address]
  8. 8. <ul><li>Newsletter issue IV targeted for production and hard copy distribution in late May </li></ul><ul><li>SCAS Directory II targeted for Final Draft and electronic distribution to be completed in mid-May. </li></ul>Newsletter and Directory
  9. 9. Direction for 2008 <ul><li>2008 </li></ul><ul><li>Execution of Growth Strategy to deliver Value to the Sales Centre at every level </li></ul><ul><li>> Strengthen sales centre alumni partnerships in core Alumni area: Columbus </li></ul><ul><li>> Train / Develop 5 new board members: 3 in Columbus, 1 Chicago, 1 Florida </li></ul><ul><li>> Alumni Outreach to develop 6 Satellite Chapters w/ Board Liaisons </li></ul><ul><li>> Focus: All Ohio, Chicago, Mass., North Carolina, Florida </li></ul><ul><li>> Responding to Virtual Challenges to drive more Alumni Involvement </li></ul><ul><li>> Website Development: Marketing, Networking, Job Board and Communications </li></ul><ul><li>> Establishing formal connections with other OU Alumni Societies and OUAA </li></ul><ul><ul><ul><li>> Co-hosted an April event in Columbus in partnership with Central Ohio Young Alumni and Marching 110 Alumni group </li></ul></ul></ul><ul><ul><ul><li>> Ongoing pursuit to network and build relationship (s) high – wide – deep </li></ul></ul></ul><ul><li>> Continue to deliver upon our 3 key signature events </li></ul><ul><li>> Grow Active Membership and Participation, Change Management </li></ul><ul><li>> Continue execution of successful deliverables with a focus on improving the experience and value delivered to the Alumni and Sales Centre constituents </li></ul><ul><li>> Plan and build for Growth- We MUST drive interest for “Active” participation </li></ul><ul><li>> Succession planning for Chair, VC to the CAC, Administrator and Philanthropy positions as we will need to find replacements. We have a list of 8 alumni who are interested in leadership roles. </li></ul>Passion – Planning – Dedication – Execution - Commitment
  10. 10. <ul><li>MARK YOUR CALENDARS </li></ul><ul><li>SCAS 3 rd Annual Golf Scramble: July 18, 2008 immediately following the PSAB summer board meeting. 1PM Shotgun at the Golf Club of Dublin in Columbus, Ohio with Awards Reception to follow. </li></ul><ul><li>Post Golf Scramble event @ Bar Louie at Easton at 8PM </li></ul><ul><li>Founders Day Board Meeting: August date TBD – New Board member ceremony / succession planning </li></ul><ul><li>… ..more details to follow </li></ul>Upcoming Alumni Events
  11. 11. <ul><li>Gold Member Status: $250 </li></ul><ul><li>> Select few members </li></ul><ul><li>Silver Member Status: $100 </li></ul><ul><li>> Multiple members </li></ul><ul><li>Bronze Member Status: $50 </li></ul><ul><li>> Growing amount as awareness increases </li></ul><ul><li>First Year Status </li></ul><ul><li>> Free Membership for graduates </li></ul>Alumni Society Member Contributions Thank you IMS, ADP, Miracles for Life & Liberty Mutual for your 2007 Alumni Society donations!
  12. 12. Final Thoughts GET INVOLVED You can Make a Difference! Shorten Training Cycles, Win more Deals and Minimize Turnover with our trained sales force of 450+ confident sales candidates and experienced sales professionals. Passion – Planning – Dedication – Execution - Commitment
  13. 13. Thank you for your support & participation!!!! Founding Board: Our Vision is to help advance The Sales Centre to become the nationally recognized collegiate sales organization by 2008.