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COEX 2015 
Chair: Mike Cannon Vice Chair: David Rizley
“Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice” 
IFMA Vision
“Enabling our Member Community to focus on critical issues affecting their businesses and the industry” 
IFMA Mission
IFMA 2020 Strategic Imperatives 
Enhance Value of Consumer Foodservice Choice 
Consumers 
Operators 
Members 
Focus 
Supporting Initiatives 
 
Create New Consumer-Driven View of Foodservice Landscape 
 
Create Actionable Insights & Best Practices 
Co-Create Value with Operators Through Demand-Creation and Supply-Chain Improvement Efforts 
Enable Members to Excel Given the New Basis of Competition 
 
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 
-Consumer Planning Program -Operator Collaboration Model -Foodservice Category management -Foodservice Navigator -Performance Benchmarking -GS-1 
-Foodservice Landscape -Foodservice Insights Library 
-Industry Adoption Plan 
 
Champion Industry-Wide Effort to Improve Consumer Choice
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 
Performance Benchmarking C – B. Shanley VC - TBD 
Small/Midsize Business C - M. Cannon VC - B. McClellan 
FSnavigator C - D. Davis VC - R. Kirkpatrick 
FS New View of Industry C - D. Allison VC - R. Hepponstall 
Category Management C – R. Ferranti VC – J. Byble 
GS1 C - B. Shanley VC - L. Oberkfell 
Center of Innovation Excellence C - TBD VC - TBD 
SCORE C - L. Kimura 
Educational Foundation C – K. Schartner VC - J. Flood 
Operator Collaboration Model C - K. Delahunt VC - D. Davis 
Gold & Silver Plate C - F. Graves VC – R. Hepponstall 
Presidents Conference C – J. Bybel VC – P. Miele 
COEX C - M. Cannon VC - D. Rizley 
Operator Forums C - K. Schartner VC – TBD 
Marketing & Sales Leaders Forum C - TBD VC – P. Gere 
Strategic Issues Series C - J. Green 
Foodservice Fundamentals 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 improvement of content that is both relevant and actionable…“By Operators for Operators” Drive operator attendance Positioning Statement: For chain operators, seeking business building insights and personal connections with leading manufacturers, COEX is the highest value forum in the industry 
(target) 
(need) 
(point of differentiation) 
COEX
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 
Operator Committee Members 
COEX
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 Pierce Kagome 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 
COEX 
IFMA Committee Members
Goals: 
• 
Attendance Revenue: $ +% 
• 
Sponsorship Revenue: $ +% 
• 
Distributor Attendance: +% 
• 
Operator Attendance: 100 
• 
Broker Attendance: +% 
• 
Total Paid Attendance: +% Strategies: 
• 
Establish committee to set direction and support execution 
• 
Build off 2014 program and “Foodservice 2020 Strategic Imperatives.” 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 
COEX
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 
IFMA 
w/o 6/30 
w/o 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 
IFMA Members 
w/o 6/30 
w/o 6/30 
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 
Committee 
w/o 7/28 
w/o 7/28 
Draft agenda 
Committee 
w/o 8/18 
w/o 9/15 
Identify speakers, panelists and moderators 
Committee 
w/o 8/25 
w/o 9/29 
Create agenda from base content 
Committee 
w/o 9/8 
w/o 9/29 
Develop flow document 
Committee 
w/o10/6 
w/o10/13 
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 
Tactics 
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 9/15 
Synchronize with content development 
IFMA 
Ongoing 
Ongoing 
Save the date email-Target All 
IFMA 
w/o 9/15 
w/o10/20 
Website update including call for nominations 
IFMA 
w/o 8/18 
w/o 8/18 
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 
Ongoing 
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 
COEX
Strategy: Build and execute integrated marketing plan-Sponsorships 
Who 
When 
Done 
Determine Sponsorship opportunities 
TD,JL 
w/o 9/15 
w/o 10/6 
Communicate opportunities for FROR for last year’s Sponsors 
TD, CL 
w/o 9/22 
w/o 11/3 
Sponsorship Sell Sheet sent out 
TD, FM 
w/o 9/22 
w/o 11/3 
Submit Final List to Marketing and Event Management 
TD 
w/o 12/8 
w/o 
Tactics 
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 
Complete post conference survey 
JL/TS 
w/o 1/13 
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 
COEX

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Committee deck for web 10.10.14

  • 1. COEX 2015 Chair: Mike Cannon Vice Chair: David Rizley
  • 2. “Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice” IFMA Vision
  • 3. “Enabling our Member Community to focus on critical issues affecting their businesses and the industry” IFMA Mission
  • 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  Create Actionable Insights & Best Practices Co-Create Value with Operators Through Demand-Creation and Supply-Chain Improvement Efforts Enable Members to Excel Given the New Basis of Competition  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 -Consumer Planning Program -Operator Collaboration Model -Foodservice Category management -Foodservice Navigator -Performance Benchmarking -GS-1 -Foodservice Landscape -Foodservice Insights Library -Industry Adoption Plan  Champion Industry-Wide Effort to Improve Consumer Choice
  • 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 Performance Benchmarking C – B. Shanley VC - TBD Small/Midsize Business C - M. Cannon VC - B. McClellan FSnavigator C - D. Davis VC - R. Kirkpatrick FS New View of Industry C - D. Allison VC - R. Hepponstall Category Management C – R. Ferranti VC – J. Byble GS1 C - B. Shanley VC - L. Oberkfell Center of Innovation Excellence C - TBD VC - TBD SCORE C - L. Kimura Educational Foundation C – K. Schartner VC - J. Flood Operator Collaboration Model C - K. Delahunt VC - D. Davis Gold & Silver Plate C - F. Graves VC – R. Hepponstall Presidents Conference C – J. Bybel VC – P. Miele COEX C - M. Cannon VC - D. Rizley Operator Forums C - K. Schartner VC – TBD Marketing & Sales Leaders Forum C - TBD VC – P. Gere Strategic Issues Series C - J. Green Foodservice Fundamentals 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 improvement of content that is both relevant and actionable…“By Operators for Operators” Drive operator attendance Positioning Statement: For chain operators, seeking business building insights and personal connections with leading manufacturers, COEX is the highest value forum in the industry (target) (need) (point of differentiation) COEX
  • 7. 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 Operator Committee Members COEX
  • 8. 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 Pierce Kagome 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 COEX IFMA Committee Members
  • 9. Goals: • Attendance Revenue: $ +% • Sponsorship Revenue: $ +% • Distributor Attendance: +% • Operator Attendance: 100 • Broker Attendance: +% • Total Paid Attendance: +% Strategies: • Establish committee to set direction and support execution • Build off 2014 program and “Foodservice 2020 Strategic Imperatives.” 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 COEX
  • 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 IFMA w/o 6/30 w/o 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 IFMA Members w/o 6/30 w/o 6/30 Tactics COEX
  • 11. Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry- wide initiatives Who When Done Ideation session-Key Issues & Opportunities Committee w/o 7/28 w/o 7/28 Draft agenda Committee w/o 8/18 w/o 9/15 Identify speakers, panelists and moderators Committee w/o 8/25 w/o 9/29 Create agenda from base content Committee w/o 9/8 w/o 9/29 Develop flow document Committee w/o10/6 w/o10/13 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 Tactics COEX
  • 12. 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 9/15 Synchronize with content development IFMA Ongoing Ongoing Save the date email-Target All IFMA w/o 9/15 w/o10/20 Website update including call for nominations IFMA w/o 8/18 w/o 8/18 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 Ongoing 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 COEX
  • 13. Strategy: Build and execute integrated marketing plan-Sponsorships Who When Done Determine Sponsorship opportunities TD,JL w/o 9/15 w/o 10/6 Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 9/22 w/o 11/3 Sponsorship Sell Sheet sent out TD, FM w/o 9/22 w/o 11/3 Submit Final List to Marketing and Event Management TD w/o 12/8 w/o Tactics 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 Complete post conference survey JL/TS w/o 1/13 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 COEX