Naomc2 5 Advisory Board


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Latest Advisory Board Meeting - NAoMC

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Naomc2 5 Advisory Board

  1. 1. Advisory Board & Steering Committee<br /> Meeting<br />February 5, 2010<br />National Association of Management Consultants 4860 Cox Road suite 200Glen Allen, Va. 23060<br />
  2. 2. Agenda<br />Organization Structure<br />Mission<br />Vision & Values<br />Accomplishments To Date<br />Team Collaboration<br />Budget – Member Commitments<br />Infrastructure/Website<br />Business Plan Updates <br />Marketing Strategy<br />IP Agreements<br />Financial Updates<br />MC Domains<br />New Business<br />Domains<br />Membership Drive Kickoff<br />Google Apps Demo<br />Advisory Board<br />Expectations<br />Commitment – Buy-in<br />Collaborations - Meetings<br />Meeting Schedule<br />Marketing Strategy & Collateral<br />Wrap Up<br />
  3. 3. Organization Structure<br />To date the advisory board & steering committee is comprised of the following roles & individuals<br />Steering Committee<br />Advisory Board<br />Domain Expertise<br />
  4. 4. Our Mission <br />To provide leadership, standards, best practices, and governance for professionals serving as advisors and consultants to the leaders of business, governmental organizations, nonprofit organizations, and Fortune 500 corporations. <br />We seek to promote industry excellence, education, mentorship, training, awareness, networking, teaming opportunities and to identify and recognize those who have achieved industry best practices.<br />
  5. 5. Our Vision & Values<br />Vision: The premier global professional association containing the major thought leaders in business; the first source for information regarding small business, business growth, and organizational excellence.<br />Values:Standard for business and management consulting<br />Tested and proven - nothing is released without a track record<br />Financially smart - everyone involved will gain based on collevtive contribution<br />Continuous improvement - we will never suffer "not invented here"<br />
  6. 6. Accomplishments To Date<br />Team Collaboration – Ben Meredith<br />Google Apps<br />To be utilized as document repository for all association “works in progress”<br />Versioning policy and documentation standards to be published in coming weeks<br />Domain specific pages to be setup in Google Apps<br />Developing NAoMC<br />Email Addresses for Advisory Board & Steering Committee<br />NAoMC Calendar<br />
  7. 7. Accomplishments To Date (cont.)<br />Financial Update – Vickie Beach<br />Three year budget developed and in final review stages by Board <br />Bank account established<br />Merchant account establishment in progress in preparation for 3/1/10 membership drive launch<br />IP Agreement with AKLabs in final review and pending Board signature<br />Business Plan Update – Vickie Beach<br />Final iteration of plan is in review and expected to be finalized by 3/1/10 launch date<br />Will continue to be living document and used as a benchmark for continuous measurement of our success<br />Pre-launch & post-launch plans solidified as follows<br />
  8. 8. Accomplishments To Date (cont.)<br />Stage 1 Plan - Dream2Plan<br />Stage 2 Plan - GoLive<br />Licensing agreement with IP providers<br />Creation of Marketing Collateral<br />business cards<br />membership packages<br />sponsor packages<br />Development of social networking based website<br />eZine<br />Financial accounting - bank account, software, creation of accounts<br />CRM development for membership and sponsors<br />zoho<br />Define membership levels, features, and benefits by segment<br />membership drive<br />sponsorship drive<br />Completion of business plan and CY10 strategy<br />Development of NAOMC branded IP<br />tool box<br />Podcasts<br />Videocasts<br />generic contracts<br />Website Live1<br />Convert LinkedIn/pre-start respondents<br />Refine membership mailing lists for Richmond, Kansas City, Las Vegas<br />Membership Campaign 1<br />Cold Calling for in depth conference call<br />Send email invites and membership packages<br />Sponsor Campaign 1<br />Cold calling for 1:1 meeting<br />Face to Face meeting - bring membership package<br />Monitor usage<br />Segmentation - organically formed groups<br />Product and service usage<br />Service tickets - review defects and complaints<br />Online customer enthusiasm survey<br />Identify most profitable products and services<br />Identify immediate upgrades<br />Identify next stage upgrades<br />Refine national mailing <br />Solicit referrals from current members<br />Continue Member campaigns<br />
  9. 9. Accomplishments To Date (cont.)<br />Management Consulting Domains<br />
  10. 10. Accomplishments To Date (cont.)<br />Advisory Board Member Commitments – Ben Meredith<br />Advisory Board & Steering Committee members are expected to be active organization members and will be offered “charter membership rates” and associated benefits<br />Charter membership rates and benefit packages are under development<br />Time commitment is expected to be 2+ hours per month.<br />Infrastructure/Website<br />Web Portal is currently under development with first iteration complete in time for launch of membership drive on 3/1/10.<br />Preliminary release schedule for Website functionality is as follows:<br />
  11. 11. Accomplishments To Date (cont.)<br />Tentative Release Schedule<br />
  12. 12. Business Plan Highlights<br />Business Plan - Core Components<br />Dream:to raise the level of competence and overall performance of business and management consulting that produces real results for business owners and executives.<br />Philosophy: based on free market principles, members and sponsors share intellectual property and financial returns from the use and construction of state of the art products<br />Value Proposition:<br />Product Leadership - best tool box in the industry<br />Customer Intimate - we align all of our processes toward the needs of alliances, members, and research institutions<br />
  13. 13. Business Plan Highlights (cont)<br />Business Plan - Core Components<br />Core Competencies: <br />Product Development<br />Membership Services<br />Fund Raising<br />Mentorship<br />Education<br />Research<br />
  14. 14. Business Plan Highlights (cont)<br />Business Model<br />
  15. 15. Business Plan Highlights (cont)<br />
  16. 16. New Business – Next Steps<br />Creation of Charter Membership Plan – volunteer?<br />Further identification domain granularity and supporting best practices<br />Membership Drive Kickoff<br />Kickoff scheduled for 3/1/10<br />Marketing release plan forthcoming by 2/22/10<br />“All Hands On Deck Effort” - This means Everyone!<br />Finalization and kickoff of social media plan, currently under development – forthcoming by 2/22/10<br />Meeting Schedule – Advisory 2nd Friday Each Month<br />
  17. 17. Wrap Up<br />Google Apps Demo<br />Member On-Boarding<br />