Technology track agenda

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Technology track agenda

  1. 1. Welcome to the Technology Specialist Track This week will convene Technology Specialists from across the YBI network to “Build community, build knowledge, and build the future of the Salesforce OMS in the YBI network” Technology Specialists attending the track: o Ana Gessaghi, Fundación Impulsar, Argentina o Helena Vieira, Aliança Empreendedora, Brazil o Elhannah Alexis, Dominica Youth Business Trust, Dominica o Stephanie Mestrallet, Entreprendre en Banlieue, France o Ortal Goldfarb, The Keren Shemesh Foundation For Young Entrepreneurs, Israel o Olivia Agutu, Kenya Youth Business Trust, Kenya o Segun Shomefun, Fate Foundation, Nigeria o Lena Trakhtenberg, Youth Business Russia, Russia o Hasitha Jayamaha, Youth Business Sri Lanka, Sri Lanka o Shedron Collins, Youth Business Trinidad & Tobago, T&T o George Oumo, Enterprise Uganda, Uganda o Nina Yakovleva, Youth Business Ukraine, Ukraine VENUES: 24 Greencoat Place, Victoria, SW1P 1RD VCC, 11 Belgrave Road, Victoria, SW1V 1RB Salesforce, Heron Tower, 110 Bishopsgate, Liverpool Street, EC2N 4AY VSC, 63-79 Seymour Street, Marble Arch, W2 2HF Technology Specialist Track
  2. 2. Monday 9th September –Greencoat and VCC 08:15 Departure from The Strand Palace Hotel 09:00 – 10:00 Welcome and introduction to the week Leads: Andrew Devenport, CEO Maarten Rooney, COO 10:00 – 10:15 Walk to VCC 10:15 – 10:45 Technology Track Kick-Off Part 1 Session introduction. Ice breaker. Where we've been, where we are now. The future and positioning the Technology track. Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 10:45 – 11:00 BREAK: Refreshments provided 11:00 – 11:30 Technology Track Kick-Off Part 2 Agenda for the week. The journey we want to go on. The development plan document. Feedback. Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 11:30 – 13:00 Member Presentations Part 1 Every specialist brings to life their “OMS profile” with a short video and presentation, followed by Q&A. Lead: Matt Morris, YBI Project Manager, CRM 13:00 – 14:00 LUNCH: Buffet meal provided 13:45 – 15:45 Member Presentations Part 2 Every specialist brings to life their “OMS profile” with a short video and presentation, followed by Q&A. Lead: Matt Morris, YBI Project Manager, CRM 16:00 – 16:15 BREAK: Refreshments provided 16:15 – 17:05 OMS Evaluation & Theory Of Change Introduction to YBI's Monitoring, Evaluation & Learning framework; measuring the value of the OMS and long term outcomes. Theory of Change example and an exercise to develop the OMS ToC. Lead: Annie Barber, Network Monitoring, Evaluation and Learning Manager 17:05 – 17:15 Reflection on the day 17:15 Departure by foot to St James’ Palace 18:00 – 20:00 Drinks Reception, St James’ Palace Objective:  A shared understanding of the history of the OMS and the Global Summit within that context Objective:  All delegates develop a better understanding of their peers, their organisations and their OMS implementations  Objective:  All delegates develop a better understanding of their peers, their organisations and their OMS implementations Objective:  A shared understanding of YBI’s approach to evaluating the impact of it’s services Objective:  A shared understanding of the history of the OMS and the Global Summit within that context
  3. 3. Tuesday 10th September - Salesforce 08:15 Departure from The Strand Palace Hotel 09:00 – 09:15 Daily Kick Off 09:15 – 10:45 Analytics Workshop Part 1 Key concepts and skills for designing and building Salesforce reports and dashboards, practical exercises based on real world examples Lead: Jo Young, Stimulus Consulting 10:45 – 11:00 BREAK: Refreshments provided 11:00 – 12:00 Analytics Workshop Part 1 Practical exercises based on real world examples continued… followed by Q&A. Lead: Jo Young, Stimulus Consulting 12:00 – 12:30 Chatter Use case discussion, best practices and the Chatter roadmap Lead: Jonathan Sol, Salesforce Customer Success Manager 12:30 – 13:30 LUNCH: Buffet meal provided 13:30 – 14:45 Adoption, Change Following on from the Theory of Change session, this session focusses on the more practical tasks needed to achieve identified OMS value and long term outcomes; data gathering tools, monitoring, managing / influencing change, leading the project, tools for evaluating success. Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 14:45 – 16:00 Training Your Staff Relationship of training to achieving business outcomes. Training skills, preparing for training sessions, types of learners, discussion regarding challenges and best practice. Lead: Jo Young, Stimulus Consulting 16:00 – 16:15 BREAK: Refreshments provided 16:15 – 17:15 Successes And Challenges Of Your OMS Project Key learnings from OMS profiles. Discussion regarding practical experiences, challenges, ideas for problem solving and prevention, best practices Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 17:15 – 17:30 Reflection on the day 17:30 – Late Informal networking Objective:  Delegates feel more confident creating reports and dashboards that meet their organisation’s needs Objective:  Delegates feel more confident creating reports and dashboards that meet their organisation’s needs Objective:  Delegates feel more confident about how they will achieve the outcomes they want in their organisation Objective:  Delegates feel better equipped to implement and/or improve their OMS projects Objective:  A shared understanding of the features and future of Chatter and how that may help member organisations Objective:  Delegates feel more confident in, and have a wider range of techniques for, training their colleagues
  4. 4. Wednesday 11th September – VCC and VSC 08:15 Departure from The Strand Palace Hotel 09:00 – 09:15 Daily Kick Off 09:15 – 10:15 Recent Feature Development and Winter ‘14 YBI team to demonstrate new features coming soon. Specialists to provide feedback. Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 10:15 – 10:45 Matching Session From Specialists Opportunity for specialists to sit together and discuss specific topics e.g. features, approaches, ideas for roadmap. Lead: Matt Morris, YBI Project Manager, CRM 10:45 – 11:00 BREAK: Refreshments provided 11:00 – 13:20 Matching and Surgery As above. 12:30 – 13:20 WORKING LUNCH: Buffet meal provided 13:20 Departure for Victory Services Club 14:00 – 15:00 Building a Knowledge Community: Learning from what we do See the Summit agenda for full details. 15:00 – 15:45 OMS Member Side Event See the Summit agenda for full details. 15:00 – 15:45 Global Market Place See the Summit agenda for full details. Objective:  A shared understanding of the forthcoming features in the OMS Objective:  Delegates share knowledge and shares for peer support
  5. 5. Thursday 12th September - VCC 08:15 Departure from The Strand Palace Hotel 09:00 – 09:15 Daily Kick Off 09:15 – 10:45 Future Of The OMS What should the priorities of the YBI OMS Team be for the next 12 months +? What improvements to the programme? Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 10:45 – 11:00 BREAK: Refreshments provided 11:00 – 12:00 Future Of The Community How should we work together as OMS specialists? What about with other specialists? Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 12:00 – 13:00 Conclusion Of The Week All to share reflections on the week, YBI OMS team to provide closing remarks. Evaluation forms. Team photos. Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM 13:00 – 14:30 LUNCH: Full meal provided for all specialists off-site Afternoon FREE TIME for sightseeing, shopping etc Objective:  A shared understanding of the community’s purpose and a set of goals for the coming year 17:25 Meet in Foyer of Strand Palace Hotel 17:40 Bus departs Strand Palace Hotel 18:10 Arrival, Honourable Artillery Company, Young Entrepreneur Awards DRESS CODE: Black Tie/ Cocktail Dress (long or short)/National Costume Later: AFTER PARTY for all delegates at The Electricity Showrooms, Hoxton Square, London N1 6NN Objective:  The development of priorities for new features in the OMS product and improvements to the OMS programme

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