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COEX 
2015 
Chair: Mike Cannon 
Vice Chair: David Rizley
IFMA Vision 
“Providing our Member Community 
and industry partners the 
opportunity to enhance the 
consumer’s enjoyment of the 
foodservice choice”
IFMA Mission 
“Enabling our Member Community to 
focus on critical issues affecting their 
businesses and the industry”
IFMA 2020 Strategic Imperatives 
Enhance 
Value 
of Consumer 
Foodservice Choice 
Consumers 
Operators 
Members 
Focus Supporting Initiatives 
 Create New Consumer-Driven View of Foodservice Landscape 
-Foodservice Landscape 
-Foodservice Insights Library 
 Champion Industry-Wide Effort to Improve Consumer Choice 
Co-Create Value  Create Actionable Insights & Best Practices 
with Operators Through 
Demand-Creation 
and Supply-Chain 
Improvement Efforts 
Enable Members to Excel 
Given the New Basis of Competition 
-Consumer Planning Program 
-Operator Collaboration Model 
-Foodservice Category management 
-Foodservice Navigator 
-Performance Benchmarking 
-GS-1 
 Drive Learnings through Connectivity Forums 
-Presidents Conference 
-COEX 
-Marketing & Sales 
Leaders Forum 
-Gold & Silver Plate 
- Fundamentals 
-Operator Forums 
-Strategic Issues Series 
-Small/Mid Size Business 
-Washington Insights 
-Website 
-Industry Adoption Plan
Center of Insights 
Insights that drive 
strategy & execution 
Center of Best Practices 
Proven foodservice 
best practices 
Center of Connectivity 
Connect to share, learn 
and execute 
Consumer Planning Program 
C - S. Marshall VC – P. Gere 
FSnavigator 
C - D. Davis VC - R. Kirkpatrick 
FS New View of Industry 
C - D. Allison VC - R. Hepponstall 
Performance Benchmarking 
C – B. Shanley VC - TBD 
Small/Midsize Business 
C - M. Cannon VC - B. McClellan 
Category Management 
C – R. Ferranti VC – J. Byble 
Center of Innovation Excellence 
C - TBD VC - TBD 
Educational Foundation 
C – K. Schartner VC - J. Flood 
GS1 
C - B. Shanley VC - L. Oberkfell 
Operator Collaboration Model 
C - K. Delahunt VC - D. Davis 
SCORE 
C - L. Kimura 
COEX 
C - M. Cannon VC - D. Rizley 
Foodservice Fundamentals 
C – J. Green 
Gold & Silver Plate 
C - F. Graves VC – R. Hepponstall 
Marketing & Sales Leaders Forum C - 
TBD VC – P. Gere 
Operator Forums 
C - K. Schartner VC – TBD 
Presidents Conference 
C – J. Bybel VC – P. Miele 
Strategic Issues Series 
C - J. Green 
Centers of Excellence 
2014 COMMITTEE LEADERSHIP 
Washington Insights 
C - B. McClellan VC – TBD 
Membership 
C – TBD 
VC – TBD 
BOARD 
LEADERSHIP 
Audit 
C – B. Shanley 
VC – K. Delahunt 
Compensation 
C – L. Kimura 
VC – R. Ferranti 
Awards 
C – R. Ferranti 
VC – TBD 
Strategic Plan 
C – L. Kimura 
Governance 
C – L. Kimura 
VC – R. Ferranti
Objective: 
Carry on the growth of the COEX brand through continued 
continued improvement of content that is both relevant and 
relevant and actionable…“By Operators for Operators” 
Operators” 
Drive operator attendance 
Positioning Statement: 
(target) (need) 
For chain operators, seeking business building insights and 
and 
personal connections with leading manufacturers, COEX is 
COEX is the 
(point of differentiation) 
highest value forum in the industry 
COEX
COEX 
Operator Committee Members 
Nelson Griffin Red Lobster Co-Chair 
Carl Howard Fazoli’s Co-Chair 
Lynne Wildman Logan's Roadhouse Co-Chair 
Charity Anderson Logan’s Roadhouse 
Mark Avery Applebee's 
Donette Beattie Culver’s 
Steve Brooks Tumbleweed Grill 
Keith Brunell Maggiano’s 
Lane Cardwell Cardwell Hospitality 
Kasey Christensen Arctic Circle Restaurants 
Rich Dillon Dillon’s KC BBQ Restaurants 
Glenn Douglas Noodles & Company 
Dan Drummond Bar Louie 
John Fitchett Zinga Frozen Yogurt 
Phil Friedman Salsarita 
Steven Grover The Steak 'n Shake 
Susan Harrison Capriotti’s Sandwich Shop 
Stephanie Hoppe Red Robin 
John Inwright WQSCC 
Jeffery Jablow Cheeburger Cheeburger 
Barbara Kaiwi Hard Rock International 
Brian Kolodziej Chic-fil-A 
Kerry Kramp Sizzler USA Inc. 
Don Laskey Which Wich 
Kyle Lindelof Brinker International 
Paul Mangiamele Bennigan’s 
Matt Riddleberger Firehouse of America 
Rachel Rushing Dave & Buster's 
Tom Scalese East Coast Wings & Grill 
Lon Southerland American Blue Ribbon H. 
Shawn Taher Taher Company 
Scott Taylor Walk-On’s Enterprises 
Patrick Walls Capriotti's Sandwich Shop 
John Lehmann IFMA Liaison
COEX 
IFMA Committee Members 
Mike Cannon Surlean Chair 
David Rizley SCA Tissue Vice Chair 
Laura Chute Custom Culinary Inc. 
Linda Digalbo Unilever Foodsolutions 
Diana Duddy Sweet Street Desserts 
Elisa Guisti Maple Leaf Frozen Bakery 
Mike Hamblin Advantage Waypoint 
Greg Hickey The Original Cakerie 
Jon Holt Neil Jones Food Company 
Karl Kaufman Jennie-O Turkey Stores 
Brad Kirk Lyons Magnus 
Kevin Kuhn Southeastern Mills, Inc. 
Stephanie Lind Kerry Ingredients and Flavours 
Jeff PierceKagome 
Michael Rosser Dole 
Mike Rutt North Dakota Pasta Growers 
Fran Schefer Georgia Pacific 
Mike Sokol Sargento 
Mark Taylor Fischer Paper Products 
John Lehmann IFMA Liaison
Goals: 
•Attendance Revenue: $ +% 
•Sponsorship Revenue: $ +% 
•Distributor Attendance: +% 
•Operator Attendance: 100 
• Broker Attendance: +% 
•Total Paid Attendance: +% 
Strategies: 
COEX 
•Establish committee to set direction and support execution 
•Build off 2014 program and “Foodservice 2020 Strategic Imperatives.” Evidence 
Evidence progress on industry-wide initiatives 
•Build and execute integrated marketing plan 
•Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums 
•Assess results. Provide recommendation for 2016 program
Strategy: Establish committee to set direction and support execution 
Who When Done 
Select Chair and Vice Chair IFMA w/o 4/2 w/o 4/2 
Internal review for strategic alignment IFMA w/o 7/1 w/o 7/1 
Identify prospective committee members IFMA w/o 
5/20 
w/o 
5/20 
Review prospective committee members and preliminary deck with Chair 
Chair 
IFMA w/o 
6/30 
w/o 7/1 
7/1 
Chair invites prospective committee members MS w/o 
6/16 
w/o 
6/16 
Finalize committee MS w/o 
6/23 
w/o 
6/23 
Coordinate first committee meeting and send out preliminary deck 
(preread) 
MS w/o 
6/23 
w/o 
6/23 
Hold first committee meeting Review deck, set subcommittees and calls 
calls 
IFMA 
Members 
w/o 
6/30 
w/o 
6/30 
Tactics 
COEX
Tactics 
COEX 
Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on 
industry-wide initiatives 
Who When Done 
Ideation session-Key Issues & Opportunities Committe 
e 
w/o 7/28 w/o 
7/28 
Draft agenda 
Committe 
e 
w/o 8/18 w/o 
Identify speakers, panelists and moderators Committee w/o 8/25 w/o 
Create agenda from base content Committee w/o 9/8 w/o 
Develop flow document Committee w/o10/6 w/o 
Specify room setup, F&B and AV requirements Committee w/o 10/6 w/o 
Finalize agenda IFMA w/o 10/27 
Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 1/12 
Secure PPT’s, videos, etc. IFMA w/o 2/9 
Finalize Scripts IFMA w/o 2/9 
Conduct rehearsals IFMA 3- 1&2
COEX 
Tactics 
Strategy: Build and execute integrated marketing plan 
Who When Done 
Develop Communication plan, including all electronic, printed , web and 
personal communications outlined 
IFMA w/o 7/7 w/o 7/7 
Draft creative brief for overall conference w/agency IFMA w/o 9/15 w/o 
Synchronize with content development IFMA Ongoing Ongoin 
g 
Save the date email-Target All IFMA w/o 9/15 w/o 
Website update including call for nominations IFMA w/o 8/18 w/o 
Define targets Committee w/o 11/17 w/o 
Email w/conference highlights/ Registration Opens IFMA w/o 11/10 w/o 
Monitor and report status of communications plan and registrations IFMA Ongoing Ongoin 
g 
Conference highlight Mailer IFMA w/o 11/10 w/o 
Follow-up calls by committee to operators that received invitations Committee w/o 11/17 w/o 
IFMA & Committee calls to members IFMA & 
Committee 
w/o 11/17 w/o 
Program mailer IFMA w/o 12/8 w/o
Tactics 
Strategy: Build and execute integrated marketing plan-Sponsorships 
Who When Done 
Determine Sponsorship opportunities TD,JL w/o 9/15 w/o 
Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 9/22 w/o 
Sponsorship Sell Sheet sent out TD, FM w/o 9/22 w/o 
Submit Final List to Marketing and Event Management TD w/o 12/8 w/o 
Tactics 
Strategy: Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums 
Have member of PC committee make mention of conference on other calls Who When Done 
Have member of other committees make mention on PC calls Ongoing w/o 
IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing w/o 
IFMA include connectivity materials with meeting agenda/reminder Ongoing w/o 
Ongoing w/o 
COEX
Tactics 
Strategy: Assess results 
Who When Done 
COEX 
Complete post conference survey JL/TS w/o 
10/13 
w/o 
Prepare conference survey results Committee w/o 
11/17 
w/o 
Committee evaluation (Post conference call) & 2015 recommendations Committee w/o 12/1 w/o 
IFMA internal review IFMA w/o 12/1

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2015 deck for web 9.8.14

  • 1. COEX 2015 Chair: Mike Cannon Vice Chair: David Rizley
  • 2. IFMA Vision “Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice”
  • 3. IFMA Mission “Enabling our Member Community to focus on critical issues affecting their businesses and the industry”
  • 4. IFMA 2020 Strategic Imperatives Enhance Value of Consumer Foodservice Choice Consumers Operators Members Focus Supporting Initiatives  Create New Consumer-Driven View of Foodservice Landscape -Foodservice Landscape -Foodservice Insights Library  Champion Industry-Wide Effort to Improve Consumer Choice Co-Create Value  Create Actionable Insights & Best Practices with Operators Through Demand-Creation and Supply-Chain Improvement Efforts Enable Members to Excel Given the New Basis of Competition -Consumer Planning Program -Operator Collaboration Model -Foodservice Category management -Foodservice Navigator -Performance Benchmarking -GS-1  Drive Learnings through Connectivity Forums -Presidents Conference -COEX -Marketing & Sales Leaders Forum -Gold & Silver Plate - Fundamentals -Operator Forums -Strategic Issues Series -Small/Mid Size Business -Washington Insights -Website -Industry Adoption Plan
  • 5. Center of Insights Insights that drive strategy & execution Center of Best Practices Proven foodservice best practices Center of Connectivity Connect to share, learn and execute Consumer Planning Program C - S. Marshall VC – P. Gere FSnavigator C - D. Davis VC - R. Kirkpatrick FS New View of Industry C - D. Allison VC - R. Hepponstall Performance Benchmarking C – B. Shanley VC - TBD Small/Midsize Business C - M. Cannon VC - B. McClellan Category Management C – R. Ferranti VC – J. Byble Center of Innovation Excellence C - TBD VC - TBD Educational Foundation C – K. Schartner VC - J. Flood GS1 C - B. Shanley VC - L. Oberkfell Operator Collaboration Model C - K. Delahunt VC - D. Davis SCORE C - L. Kimura COEX C - M. Cannon VC - D. Rizley Foodservice Fundamentals C – J. Green Gold & Silver Plate C - F. Graves VC – R. Hepponstall Marketing & Sales Leaders Forum C - TBD VC – P. Gere Operator Forums C - K. Schartner VC – TBD Presidents Conference C – J. Bybel VC – P. Miele Strategic Issues Series C - J. Green Centers of Excellence 2014 COMMITTEE LEADERSHIP Washington Insights C - B. McClellan VC – TBD Membership C – TBD VC – TBD BOARD LEADERSHIP Audit C – B. Shanley VC – K. Delahunt Compensation C – L. Kimura VC – R. Ferranti Awards C – R. Ferranti VC – TBD Strategic Plan C – L. Kimura Governance C – L. Kimura VC – R. Ferranti
  • 6. Objective: Carry on the growth of the COEX brand through continued continued improvement of content that is both relevant and relevant and actionable…“By Operators for Operators” Operators” Drive operator attendance Positioning Statement: (target) (need) For chain operators, seeking business building insights and and personal connections with leading manufacturers, COEX is COEX is the (point of differentiation) highest value forum in the industry COEX
  • 7. COEX Operator Committee Members Nelson Griffin Red Lobster Co-Chair Carl Howard Fazoli’s Co-Chair Lynne Wildman Logan's Roadhouse Co-Chair Charity Anderson Logan’s Roadhouse Mark Avery Applebee's Donette Beattie Culver’s Steve Brooks Tumbleweed Grill Keith Brunell Maggiano’s Lane Cardwell Cardwell Hospitality Kasey Christensen Arctic Circle Restaurants Rich Dillon Dillon’s KC BBQ Restaurants Glenn Douglas Noodles & Company Dan Drummond Bar Louie John Fitchett Zinga Frozen Yogurt Phil Friedman Salsarita Steven Grover The Steak 'n Shake Susan Harrison Capriotti’s Sandwich Shop Stephanie Hoppe Red Robin John Inwright WQSCC Jeffery Jablow Cheeburger Cheeburger Barbara Kaiwi Hard Rock International Brian Kolodziej Chic-fil-A Kerry Kramp Sizzler USA Inc. Don Laskey Which Wich Kyle Lindelof Brinker International Paul Mangiamele Bennigan’s Matt Riddleberger Firehouse of America Rachel Rushing Dave & Buster's Tom Scalese East Coast Wings & Grill Lon Southerland American Blue Ribbon H. Shawn Taher Taher Company Scott Taylor Walk-On’s Enterprises Patrick Walls Capriotti's Sandwich Shop John Lehmann IFMA Liaison
  • 8. COEX IFMA Committee Members Mike Cannon Surlean Chair David Rizley SCA Tissue Vice Chair Laura Chute Custom Culinary Inc. Linda Digalbo Unilever Foodsolutions Diana Duddy Sweet Street Desserts Elisa Guisti Maple Leaf Frozen Bakery Mike Hamblin Advantage Waypoint Greg Hickey The Original Cakerie Jon Holt Neil Jones Food Company Karl Kaufman Jennie-O Turkey Stores Brad Kirk Lyons Magnus Kevin Kuhn Southeastern Mills, Inc. Stephanie Lind Kerry Ingredients and Flavours Jeff PierceKagome Michael Rosser Dole Mike Rutt North Dakota Pasta Growers Fran Schefer Georgia Pacific Mike Sokol Sargento Mark Taylor Fischer Paper Products John Lehmann IFMA Liaison
  • 9. Goals: •Attendance Revenue: $ +% •Sponsorship Revenue: $ +% •Distributor Attendance: +% •Operator Attendance: 100 • Broker Attendance: +% •Total Paid Attendance: +% Strategies: COEX •Establish committee to set direction and support execution •Build off 2014 program and “Foodservice 2020 Strategic Imperatives.” Evidence Evidence progress on industry-wide initiatives •Build and execute integrated marketing plan •Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums •Assess results. Provide recommendation for 2016 program
  • 10. Strategy: Establish committee to set direction and support execution Who When Done Select Chair and Vice Chair IFMA w/o 4/2 w/o 4/2 Internal review for strategic alignment IFMA w/o 7/1 w/o 7/1 Identify prospective committee members IFMA w/o 5/20 w/o 5/20 Review prospective committee members and preliminary deck with Chair Chair IFMA w/o 6/30 w/o 7/1 7/1 Chair invites prospective committee members MS w/o 6/16 w/o 6/16 Finalize committee MS w/o 6/23 w/o 6/23 Coordinate first committee meeting and send out preliminary deck (preread) MS w/o 6/23 w/o 6/23 Hold first committee meeting Review deck, set subcommittees and calls calls IFMA Members w/o 6/30 w/o 6/30 Tactics COEX
  • 11. Tactics COEX Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry-wide initiatives Who When Done Ideation session-Key Issues & Opportunities Committe e w/o 7/28 w/o 7/28 Draft agenda Committe e w/o 8/18 w/o Identify speakers, panelists and moderators Committee w/o 8/25 w/o Create agenda from base content Committee w/o 9/8 w/o Develop flow document Committee w/o10/6 w/o Specify room setup, F&B and AV requirements Committee w/o 10/6 w/o Finalize agenda IFMA w/o 10/27 Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 1/12 Secure PPT’s, videos, etc. IFMA w/o 2/9 Finalize Scripts IFMA w/o 2/9 Conduct rehearsals IFMA 3- 1&2
  • 12. COEX Tactics Strategy: Build and execute integrated marketing plan Who When Done Develop Communication plan, including all electronic, printed , web and personal communications outlined IFMA w/o 7/7 w/o 7/7 Draft creative brief for overall conference w/agency IFMA w/o 9/15 w/o Synchronize with content development IFMA Ongoing Ongoin g Save the date email-Target All IFMA w/o 9/15 w/o Website update including call for nominations IFMA w/o 8/18 w/o Define targets Committee w/o 11/17 w/o Email w/conference highlights/ Registration Opens IFMA w/o 11/10 w/o Monitor and report status of communications plan and registrations IFMA Ongoing Ongoin g Conference highlight Mailer IFMA w/o 11/10 w/o Follow-up calls by committee to operators that received invitations Committee w/o 11/17 w/o IFMA & Committee calls to members IFMA & Committee w/o 11/17 w/o Program mailer IFMA w/o 12/8 w/o
  • 13. Tactics Strategy: Build and execute integrated marketing plan-Sponsorships Who When Done Determine Sponsorship opportunities TD,JL w/o 9/15 w/o Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 9/22 w/o Sponsorship Sell Sheet sent out TD, FM w/o 9/22 w/o Submit Final List to Marketing and Event Management TD w/o 12/8 w/o Tactics Strategy: Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums Have member of PC committee make mention of conference on other calls Who When Done Have member of other committees make mention on PC calls Ongoing w/o IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing w/o IFMA include connectivity materials with meeting agenda/reminder Ongoing w/o Ongoing w/o COEX
  • 14. Tactics Strategy: Assess results Who When Done COEX Complete post conference survey JL/TS w/o 10/13 w/o Prepare conference survey results Committee w/o 11/17 w/o Committee evaluation (Post conference call) & 2015 recommendations Committee w/o 12/1 w/o IFMA internal review IFMA w/o 12/1