Independent Planner Primer Presented by: Laurel Coote CMP, CMM The Laureli Group, Inc.
Who am I? <ul><li>Business owner/independent planner since 1999 </li></ul><ul><ul><li>1999  </li></ul></ul><ul><ul><li>The...
Who am I? <ul><ul><li>1997 </li></ul></ul><ul><ul><li>CMP </li></ul></ul>1994-1999 Corporate Manager of Meeting and Market...
Overview <ul><li>Challenges and opportunities for independent planners </li></ul>
Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul>
Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul...
Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul...
Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul...
Group Poll Question #1 <ul><li>What kind of industry professional are you? </li></ul><ul><ul><li>Independent / 3 rd  Party...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul>Challenges and Op...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tight...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tight...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tight...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tight...
Challenges  <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tight...
Opportunities <ul><li>Changing marketplace </li></ul>Challenges and Opportunities Recreation Partnerships and Networking M...
Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul>Challenges and Opportunities...
Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corpo...
Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corpo...
Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corpo...
Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corpo...
Opportunities What’s your sizzle? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements o...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul>Challenges and Opportunities Recreation Partnerships an...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></...
Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></...
Being in the Business <ul><li>You + others = small business ownership </li></ul>Challenges and Opportunities Recreation Pa...
Being in the Business <ul><li>You + others = small business ownership </li></ul><ul><ul><li>Business structure – risks and...
Being in the Business <ul><li>You + others = small business ownership </li></ul><ul><ul><li>Business structure – risks and...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul>Challenges and Opportunities Recreation Partnersh...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources  </li...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources  </li...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources  </li...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources  </li...
Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources  </li...
So, what does this look like? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Su...
What CAN this look like? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth! </li></ul>Challenges and Opportunities Recre...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Effective & Affordable Marketing <ul><li>Most effective tool:  Word of mouth </li></ul><ul><li>Perception is reality </li>...
Group Poll Question #2 <ul><li>What social or business networking tool(s) do you use?  Choose all that apply. </li></ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul>Challenges and Opportunities Recreation Partnerships and Ne...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul>Challe...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><u...
Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further ...
Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further ...
Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further ...
Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further ...
Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul>Challenges and ...
Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>You...
Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>You...
Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>You...
Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>You...
Re-creation THINK OUTSIDE THE BOX Challenges and Opportunities Elements of Success Marketing Partnerships and Networking R...
Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul>Challenges and Oppor...
Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If y...
Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If y...
Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If y...
Re-creation <ul><li>Formulate your idea and test it out </li></ul>Challenges and Opportunities Elements of Success Marketi...
Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul>Challenges...
Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><l...
Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><l...
Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><l...
Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><l...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul>
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><...
Group Poll Question #3 <ul><li>What worries you most in your current position/job situation? </li></ul><ul><ul><li>Downsiz...
The Rewards? <ul><ul><li>Freedom  </li></ul></ul>
The Rewards? <ul><ul><li>Freedom  </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </l...
The Rewards? <ul><ul><li>Freedom  </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </l...
The Rewards? <ul><ul><li>Freedom  </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </l...
The Rewards? <ul><ul><li>Freedom  </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </l...
The Rewards? <ul><ul><li>Freedom  </li></ul></ul><ul><ul><ul><li>Professionally – you are in charge </li></ul></ul></ul><u...
In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul>
In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><l...
In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><l...
In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><l...
In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><l...
Questions? <ul><li>If you’d like to  Pick My Brain  or receive our Brain Food E-newsletter, email me at: </li></ul><ul><li...
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Independent Planner Primer Webinar

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Presented by Meetings Focus November 2008 by Laurel Coote, CMM. Live archives on www.meetingfocus.com

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  • Independent Planner Primer Webinar

    1. 1. Independent Planner Primer Presented by: Laurel Coote CMP, CMM The Laureli Group, Inc.
    2. 2. Who am I? <ul><li>Business owner/independent planner since 1999 </li></ul><ul><ul><li>1999 </li></ul></ul><ul><ul><li>The Laureli Group, Inc. </li></ul></ul><ul><ul><li>Full service meeting & event management/marketing </li></ul></ul><ul><ul><li>www.laureligroup.com </li></ul></ul><ul><ul><li>2007 </li></ul></ul><ul><ul><li>Meetings That Give Back </li></ul></ul><ul><ul><li>Specialty event company uniting companies and communities </li></ul></ul><ul><ul><li>www.meetingsthatgiveback.com </li></ul></ul><ul><ul><li>2008 </li></ul></ul><ul><ul><li>Pick My Brain </li></ul></ul><ul><ul><li>Consulting and Coaching </li></ul></ul><ul><ul><li>www.pick-my-brain.com (launching Nov 08) </li></ul></ul>
    3. 3. Who am I? <ul><ul><li>1997 </li></ul></ul><ul><ul><li>CMP </li></ul></ul>1994-1999 Corporate Manager of Meeting and Marketing Services 1991-1994 Corporate Meeting & Travel Planner Advertising, marketing, printing & tradeshow experience 1981 BS in Business, Marketing 2002 CMM 2008 Adjunct Professor, Glendale Community College
    4. 4. Overview <ul><li>Challenges and opportunities for independent planners </li></ul>
    5. 5. Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul>
    6. 6. Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul><ul><li>Effective and affordable ways to market </li></ul>
    7. 7. Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul><ul><li>Effective and affordable ways to market </li></ul><ul><li>Strategic partnerships and networking </li></ul>
    8. 8. Overview <ul><li>Challenges and opportunities for independent planners </li></ul><ul><li>Key elements of success </li></ul><ul><li>Effective and affordable ways to market </li></ul><ul><li>Strategic partnerships and networking </li></ul><ul><li>Re-creating when the well runs dry </li></ul>
    9. 9. Group Poll Question #1 <ul><li>What kind of industry professional are you? </li></ul><ul><ul><li>Independent / 3 rd Party Planner </li></ul></ul><ul><ul><li>Corporate Planner </li></ul></ul><ul><ul><li>Association Planner </li></ul></ul><ul><ul><li>Meetings Industry Supplier </li></ul></ul><ul><ul><li>Student </li></ul></ul><ul><ul><li>Not in the industry, but curious </li></ul></ul><ul><ul><li>Other </li></ul></ul>
    10. 10. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    11. 11. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tighter fiscal marketplace </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    12. 12. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tighter fiscal marketplace </li></ul></ul><ul><li>Competition – who are you up against? </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    13. 13. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tighter fiscal marketplace </li></ul></ul><ul><li>Competition – who are you up against? </li></ul><ul><li>Being the business owner, not the planner </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    14. 14. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tighter fiscal marketplace </li></ul></ul><ul><li>Competition – who are you up against? </li></ul><ul><li>Being the business owner, not the planner </li></ul><ul><li>Managing growth or reduction </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    15. 15. Challenges <ul><li>Unstable economic times </li></ul><ul><ul><li>Unemployment today – 7% </li></ul></ul><ul><ul><li>Tighter fiscal marketplace </li></ul></ul><ul><li>Competition – who are you up against? </li></ul><ul><li>Being the business owner, not the planner </li></ul><ul><li>Managing growth or reduction </li></ul><ul><li>Keeping up with technology </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    16. 16. Opportunities <ul><li>Changing marketplace </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    17. 17. Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    18. 18. Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corporate to association </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    19. 19. Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corporate to association </li></ul></ul><ul><ul><li>Greater negotiating power </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    20. 20. Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corporate to association </li></ul></ul><ul><ul><li>Greater negotiating power </li></ul></ul><ul><ul><li>New ways to communicate with prospects </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    21. 21. Opportunities <ul><li>Changing marketplace </li></ul><ul><ul><li>Election year </li></ul></ul><ul><ul><li>Shift from corporate to association </li></ul></ul><ul><ul><li>Greater negotiating power </li></ul></ul><ul><ul><li>New ways to communicate with prospects </li></ul></ul><ul><ul><li>Hiring constraints = opportunity for outsourcing </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    22. 22. Opportunities What’s your sizzle? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    23. 23. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    24. 24. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    25. 25. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></ul></ul><ul><ul><li>No need for human resources management </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    26. 26. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></ul></ul><ul><ul><li>No need for human resources management </li></ul></ul><ul><ul><li>Often limited overhead expense </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    27. 27. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></ul></ul><ul><ul><li>No need for human resources management </li></ul></ul><ul><ul><li>Often limited overhead expense </li></ul></ul><ul><ul><li>Smaller client base </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    28. 28. Being in the Business <ul><li>Freelancer/Sole Proprietor </li></ul><ul><ul><li>Selling yourself and your skill-set </li></ul></ul><ul><ul><li>No need for human resources management </li></ul></ul><ul><ul><li>Often limited overhead expense </li></ul></ul><ul><ul><li>Small client base </li></ul></ul><ul><ul><li>Cap on number of hours that can be worked, impacting your earning potential </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    29. 29. Being in the Business <ul><li>You + others = small business ownership </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    30. 30. Being in the Business <ul><li>You + others = small business ownership </li></ul><ul><ul><li>Business structure – risks and advantages </li></ul></ul><ul><ul><ul><li>Incorporation </li></ul></ul></ul><ul><ul><ul><li>Limited partnership </li></ul></ul></ul><ul><ul><ul><li>Sole proprietorship </li></ul></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    31. 31. Being in the Business <ul><li>You + others = small business ownership </li></ul><ul><ul><li>Business structure – risks and advantages </li></ul></ul><ul><ul><ul><li>Incorporation </li></ul></ul></ul><ul><ul><ul><li>Limited partnership </li></ul></ul></ul><ul><ul><ul><li>Sole proprietorship </li></ul></ul></ul><ul><ul><li>What’s Your Strategy? </li></ul></ul><ul><ul><ul><li>Business Plan </li></ul></ul></ul><ul><ul><ul><li>Marketing Plan </li></ul></ul></ul><ul><ul><ul><li>Operations Plan </li></ul></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    32. 32. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    33. 33. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    34. 34. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources </li></ul></ul><ul><ul><li>Processes and procedures </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    35. 35. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources </li></ul></ul><ul><ul><li>Processes and procedures </li></ul></ul><ul><ul><li>Human resources </li></ul></ul><ul><ul><ul><li>Employees or contractors? </li></ul></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    36. 36. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources </li></ul></ul><ul><ul><li>Processes and procedures </li></ul></ul><ul><ul><li>Human resources </li></ul></ul><ul><ul><ul><li>Employees or contractors? </li></ul></ul></ul><ul><ul><li>Revenue and spend </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    37. 37. Being in the Business <ul><li>Day-to-Day Operations Management </li></ul><ul><ul><li>Physical property and resources </li></ul></ul><ul><ul><li>Processes and procedures </li></ul></ul><ul><ul><li>Human resources </li></ul></ul><ul><ul><ul><li>Employees or contractors? </li></ul></ul></ul><ul><ul><li>Revenue and spend </li></ul></ul><ul><ul><li>Sales and marketing </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    38. 38. So, what does this look like? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    39. 39. What CAN this look like? Challenges and Opportunities Recreation Partnerships and Networking Marketing Elements of Success
    40. 40. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth! </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    41. 41. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    42. 42. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    43. 43. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul><ul><li>Share your knowledge & opinions </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    44. 44. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul><ul><li>Share your knowledge & opinions </li></ul><ul><ul><li>Write and submit articles </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    45. 45. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul><ul><li>Share your knowledge & opinions </li></ul><ul><ul><li>Write and submit articles </li></ul></ul><ul><ul><li>Blog, Facebook, My Space, Linked-In, Plaxo </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    46. 46. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul><ul><li>Share your knowledge & opinions </li></ul><ul><ul><li>Write and submit articles </li></ul></ul><ul><ul><li>Blog, Facebook, My Space, Linked-In, Plaxo </li></ul></ul><ul><ul><li>Public Speaking </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    47. 47. Effective & Affordable Marketing <ul><li>Most effective tool: Word of mouth </li></ul><ul><li>Perception is reality </li></ul><ul><ul><li>Request, offer and reward referrals </li></ul></ul><ul><ul><li>Nurture your reputation – it is yours </li></ul></ul><ul><li>Share your knowledge & opinions </li></ul><ul><ul><li>Write and submit articles </li></ul></ul><ul><ul><li>Blog, Facebook, My Space, Linked-In, Plaxo </li></ul></ul><ul><ul><li>Public Speaking </li></ul></ul><ul><ul><li>Volunteer so others can experience how you work </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    48. 48. Group Poll Question #2 <ul><li>What social or business networking tool(s) do you use? Choose all that apply. </li></ul><ul><ul><li>Linked-In </li></ul></ul><ul><ul><li>Facebook </li></ul></ul><ul><ul><li>My Space </li></ul></ul><ul><ul><li>Plaxo </li></ul></ul><ul><ul><li>Tagged </li></ul></ul><ul><ul><li>List-serves </li></ul></ul><ul><ul><li>Industry Networking Events </li></ul></ul><ul><ul><li>External Networking Events </li></ul></ul><ul><ul><li>Other </li></ul></ul>
    49. 49. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    50. 50. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    51. 51. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    52. 52. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based list </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    53. 53. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based lists </li></ul></ul><ul><li>Networking </li></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    54. 54. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based lists </li></ul></ul><ul><li>Networking </li></ul><ul><ul><li>Network with purpose – know your market </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    55. 55. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based lists </li></ul></ul><ul><li>Networking </li></ul><ul><ul><li>Network with purpose – know your market </li></ul></ul><ul><ul><li>People remember stories, not specifications </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    56. 56. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based lists </li></ul></ul><ul><li>Networking </li></ul><ul><ul><li>Network with purpose </li></ul></ul><ul><ul><li>People remember stories, not specifications </li></ul></ul><ul><ul><li>30-second “Wow” – share your news! </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    57. 57. Effective & Affordable Marketing <ul><li>E-Marketing </li></ul><ul><ul><li>E-newsletters and updates </li></ul></ul><ul><ul><li>Drive people to your website with “bait” </li></ul></ul><ul><ul><li>Legitimate, permission-based lists </li></ul></ul><ul><li>Networking </li></ul><ul><ul><li>Network with purpose – know your market </li></ul></ul><ul><ul><li>People remember stories, not specifications </li></ul></ul><ul><ul><li>30-second “Wow” </li></ul></ul><ul><ul><li>Printed leave-behinds are good, but what you say in 30-60 seconds makes the difference </li></ul></ul>Challenges and Opportunities Recreation Partnerships and Networking Elements of Success Marketing
    58. 58. Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further your goals and objectives </li></ul>Challenges and Opportunities Recreation Elements of Success Marketing Partnerships and Networking
    59. 59. Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further your goals and objectives </li></ul><ul><li>As a corporate planner, forming partnerships with vendors or 3 rd party planners to accomplish your goals and to provide mutual growth </li></ul>Challenges and Opportunities Recreation Elements of Success Marketing Partnerships and Networking
    60. 60. Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further your goals and objectives </li></ul><ul><li>As a corporate planner, forming partnerships with vendors or 3 rd party planners to accomplish your goals and to provide mutual growth </li></ul><ul><li>Identifying complimentary skill-sets that collectively have a positive impact on the project </li></ul>Challenges and Opportunities Recreation Elements of Success Marketing Partnerships and Networking
    61. 61. Strategic Partnerships <ul><li>As an independent, strategically joining forces with another company/individual to further your goals and objectives </li></ul><ul><li>As a corporate planner, forming partnerships with vendors or 3 rd party planners to accomplish your goals and to provide mutual growth </li></ul><ul><li>Identifying complimentary skill-sets that collectively have a positive impact on the project </li></ul><ul><li>Financially beneficial to all parties – reduced overhead expense, more profit </li></ul>Challenges and Opportunities Recreation Elements of Success Marketing Partnerships and Networking
    62. 62. Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    63. 63. Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>Yourself </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    64. 64. Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>Yourself </li></ul></ul><ul><ul><li>Your company </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    65. 65. Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>Yourself </li></ul></ul><ul><ul><li>Your company </li></ul></ul><ul><ul><li>Your product or services </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    66. 66. Re-creation <ul><li>When what’s worked in the past is no longer working, it’s time to re-create. </li></ul><ul><ul><li>Yourself </li></ul></ul><ul><ul><li>Your company </li></ul></ul><ul><ul><li>Your product or services </li></ul></ul><ul><li>Changing markets and economies demand that you be flexible and creative </li></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    67. 67. Re-creation THINK OUTSIDE THE BOX Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    68. 68. Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    69. 69. Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If you could do anything , what would it be? </li></ul></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    70. 70. Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If you could do anything , what would it be? </li></ul></ul></ul><ul><ul><li>Ask clients, colleagues and vendors what they want or need? </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    71. 71. Re-creation <ul><li>Investigate: </li></ul><ul><ul><li>Your passion—What inspires you? </li></ul></ul><ul><ul><ul><li>If you could do anything , what would it be? </li></ul></ul></ul><ul><ul><li>Ask clients, colleagues and vendors what they want or need? </li></ul></ul><ul><ul><li>What intellectual property do your employees bring to the table? </li></ul></ul><ul><ul><li>Think about your everyday challenges, and how the solution could be your next business. </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    72. 72. Re-creation <ul><li>Formulate your idea and test it out </li></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    73. 73. Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    74. 74. Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><li>Conduct a survey </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    75. 75. Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><li>Conduct a survey </li></ul></ul><ul><ul><li>Offer introductory incentives or free trial </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    76. 76. Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><li>Conduct surveys </li></ul></ul><ul><ul><li>Offer introductory incentives or free trial </li></ul></ul><ul><ul><li>Share your story, share your dream, share your passion! </li></ul></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    77. 77. Re-creation <ul><li>Formulate your idea and test it out </li></ul><ul><ul><li>Hold a focus group </li></ul></ul><ul><ul><li>Conduct surveys </li></ul></ul><ul><ul><li>Offer introductory incentives or free trial </li></ul></ul><ul><ul><li>Share your story, share your dream, share your passion! </li></ul></ul><ul><li>It may be time to consider a completely different line of work or taking a new path </li></ul>Challenges and Opportunities Elements of Success Marketing Partnerships and Networking Recreation
    78. 78. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul>
    79. 79. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul>
    80. 80. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul>
    81. 81. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul><ul><li>Fear </li></ul>
    82. 82. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul><ul><li>Fear </li></ul><ul><ul><li>Increased or too much responsibility </li></ul></ul>
    83. 83. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul><ul><li>Fear </li></ul><ul><ul><li>Increased or too much responsibility </li></ul></ul><ul><ul><li>Lack of knowledge or skills </li></ul></ul>
    84. 84. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul><ul><li>Fear </li></ul><ul><ul><li>Increased or too much responsibility </li></ul></ul><ul><ul><li>Lack of knowledge or skills </li></ul></ul><ul><ul><li>Security </li></ul></ul>
    85. 85. Roadblocks to your Success <ul><li>Risk </li></ul><ul><ul><li>Increased liability – personal/professional </li></ul></ul><ul><ul><li>Loss of reputation or business </li></ul></ul><ul><ul><li>Failure – no business, bad idea </li></ul></ul><ul><li>Fear </li></ul><ul><ul><li>Increased or too much responsibility </li></ul></ul><ul><ul><li>Lack of knowledge or skills </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><li>Time and Effort </li></ul>
    86. 86. Group Poll Question #3 <ul><li>What worries you most in your current position/job situation? </li></ul><ul><ul><li>Downsizing/cutbacks by clients or internally </li></ul></ul><ul><ul><li>The overall economy of our nation </li></ul></ul><ul><ul><li>There is too much competition/not enough business out there. </li></ul></ul><ul><ul><li>I don’t have a niche – something that sets me apart from others </li></ul></ul><ul><ul><li>No one knows I exist. (me or my company) </li></ul></ul><ul><ul><li>No opportunity for advancement </li></ul></ul><ul><ul><li>I’m not worried…life is pretty good right now </li></ul></ul>
    87. 87. The Rewards? <ul><ul><li>Freedom </li></ul></ul>
    88. 88. The Rewards? <ul><ul><li>Freedom </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </li></ul></ul></ul><ul><ul><ul><li>Personally – the sky is the limit! </li></ul></ul></ul>
    89. 89. The Rewards? <ul><ul><li>Freedom </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </li></ul></ul></ul><ul><ul><ul><li>Personally – the sky is the limit! </li></ul></ul></ul><ul><ul><ul><li>Opportunity to make more money </li></ul></ul></ul>
    90. 90. The Rewards? <ul><ul><li>Freedom </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </li></ul></ul></ul><ul><ul><ul><li>Personally – the sky is the limit! </li></ul></ul></ul><ul><ul><ul><li>Opportunity to make more money </li></ul></ul></ul><ul><ul><li>Being of service to others </li></ul></ul>
    91. 91. The Rewards? <ul><ul><li>Freedom </li></ul></ul><ul><ul><ul><li>Professionally – It’s your plane and you’re the pilot </li></ul></ul></ul><ul><ul><ul><li>Personally – the sky is the limit! </li></ul></ul></ul><ul><ul><ul><li>Opportunity to make more money </li></ul></ul></ul><ul><ul><li>Being of service to others </li></ul></ul><ul><ul><li>Flexibility </li></ul></ul>
    92. 92. The Rewards? <ul><ul><li>Freedom </li></ul></ul><ul><ul><ul><li>Professionally – you are in charge </li></ul></ul></ul><ul><ul><ul><li>Personally – the sky is the limit </li></ul></ul></ul><ul><ul><li>Opportunity to make more money </li></ul></ul><ul><ul><li>Being of service to others </li></ul></ul><ul><ul><li>Flexibility </li></ul></ul><ul><ul><li>Fun! </li></ul></ul>
    93. 93. In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul>
    94. 94. In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><li>Either option has inherent advantages and disadvantages </li></ul></ul>
    95. 95. In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><li>Either option has inherent advantages and disadvantages </li></ul></ul><ul><ul><li>Determine what is important to you about how and where you work </li></ul></ul>
    96. 96. In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><li>Either option has inherent advantages and disadvantages </li></ul></ul><ul><ul><li>Determine what is important to you about how and where you work </li></ul></ul><ul><ul><li>Which ever path you choose, give it everything you have </li></ul></ul>
    97. 97. In Summary <ul><ul><li>You have the choice to either work for yourself, or work for someone else </li></ul></ul><ul><ul><li>Either option has inherent advantages and disadvantages </li></ul></ul><ul><ul><li>Determine what is important to you about how and where you work </li></ul></ul><ul><ul><li>Which ever path you choose, give it everything you have </li></ul></ul><ul><ul><li>Change is constant, it’s how we adapt that makes the difference </li></ul></ul>
    98. 98. Questions? <ul><li>If you’d like to Pick My Brain or receive our Brain Food E-newsletter, email me at: </li></ul><ul><li>[email_address] </li></ul><ul><li>Or visit our blog at </li></ul><ul><li>www.pickmybrain.wordpress.com </li></ul>

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