With increasing demands to meet the needs of underserved local communities, CDFIs are responding by building a mission-driven sales culture. Friedman Associates will highlight the steps you need to take to develop a culture of sales.
Participate in a conversation about the challenges in running a top-performing CDFI loan fund. We will share our tips and experiences and learn how we can help you meet your performance goals.
Our task as CDFIs is to deploy our loan capital as effectively and quickly as possible to meet the needs of the community. "Sales" is not a bad word in nonprofits, because you are working to make capital access equal for all. Learn how you can implement this within your own organization.
Making the case for comms in your organisationCharityComms
Julie Kangisser, director, Think Communications
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
Participate in a conversation about the challenges in running a top-performing CDFI loan fund. We will share our tips and experiences and learn how we can help you meet your performance goals.
Our task as CDFIs is to deploy our loan capital as effectively and quickly as possible to meet the needs of the community. "Sales" is not a bad word in nonprofits, because you are working to make capital access equal for all. Learn how you can implement this within your own organization.
Making the case for comms in your organisationCharityComms
Julie Kangisser, director, Think Communications
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
Why Customer Advisory Boards are a Business Imperative TodayRob Jensen
Customer or partner advisory boards can significantly help organizations gather insights into its corporate strategies and product direction. Join this insightful and educational webinar to learn how such an advisory council can bring tremendous value to your company.
July 2017: NEW UPDATED CAB WEBSITE: www.cabstrategy.com. Here you'll find many more CAB best practices!
Customer advisory boards are rapidly becoming a standard part of a company's marketing program. CAB meetings allow your executives to meet with a dozen or more of your most important customer decision makers. But not all CAB meetings are successful. A few of the secrets to positioning your CAB for success are shared in this mini-deck.
You can also learn more in my 2-volume set of books: The Flipchart Guide to Customer Advisory Boards and on my CAB blog: http://customeradvisoryboards.wordpress.com.
Creating a 12-month Engagement Plan: How to Build Digital Relationships with ...Bloomerang
https://bloomerang.co/resources/webinars/
Brian Lauterbach will show you the steps you take in the next 10 days will determine how many of your donors and volunteers you retain, upgrade, or lose in 2020.
Engage Atlantic has been providing solutions to the most critical challenges in corporate responsibility and sustainable development. Our leading-edge engagement process and our strategic advisory services help organizations become more accountable, responsible, and sustainable.
Customer Advisory Board - Core Competencies of a World Class CABCustomer Advisory
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Change management is done through culture. Understanding the strengths of your human capital is imperative to fully implementing a plan and expecting successful execution. As you’re investing time, energy and budget into planning for 2018, you should be asking questions such as, “Do our current employees have the right skills? Do we have the right people in the right roles? If not, how do we remove these barriers?”
You’re checking the most important box – getting a plan in place that, when executed, will propel your organization to the next level. However, many organizations are failing to run the proper diagnostic before implementation to make sure all your assumptions are, in fact, true and in working order. Optimizing your plan is imperative, but execution in 2018 looks bleak without optimizing your workforce first.
In this webinar recording, Tanya Bakalov of BetterSkills, Inc. discusses how to achieve the most success with your plans for 2018 by giving three ways to fully assess the teams you’re trusting to execute.
You will learn how to:
>> Gauge the “do-ability” of your plan with your organization’s current skills
>> Delegate initiative assignments to use each employee in their best capacity
>> Motivate employees to be agents of change and dedicated to your organization’s success
What Is the Role of Brand in Management Consulting? Research Highlights from ...DeSantis Breindel
In partnership with the Association of Management Consulting Firms (AMCF), the Brand Influence Guide for Management Consulting (BIG:MC) examines how management consulting firms are leveraging brand as a business asset. See more at http://www.desantisbreindel.com/big/management-consulting/
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In this deck we cover:
- Why Are Lead Generation Campaigns Important?
- What is a Lead Exactly?
The Good, The Bad and The Ugly for:
- Candidate Recruitment Campaigns
- Sales Lead Gen Campaigns
- Internal Hiring Campaigns
ConnectIn São Paulo 2015: Conecte-se. Transforme-se. Inspire-se. The Power o...LinkedIn
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Why Customer Advisory Boards are a Business Imperative TodayRob Jensen
Customer or partner advisory boards can significantly help organizations gather insights into its corporate strategies and product direction. Join this insightful and educational webinar to learn how such an advisory council can bring tremendous value to your company.
July 2017: NEW UPDATED CAB WEBSITE: www.cabstrategy.com. Here you'll find many more CAB best practices!
Customer advisory boards are rapidly becoming a standard part of a company's marketing program. CAB meetings allow your executives to meet with a dozen or more of your most important customer decision makers. But not all CAB meetings are successful. A few of the secrets to positioning your CAB for success are shared in this mini-deck.
You can also learn more in my 2-volume set of books: The Flipchart Guide to Customer Advisory Boards and on my CAB blog: http://customeradvisoryboards.wordpress.com.
Creating a 12-month Engagement Plan: How to Build Digital Relationships with ...Bloomerang
https://bloomerang.co/resources/webinars/
Brian Lauterbach will show you the steps you take in the next 10 days will determine how many of your donors and volunteers you retain, upgrade, or lose in 2020.
Engage Atlantic has been providing solutions to the most critical challenges in corporate responsibility and sustainable development. Our leading-edge engagement process and our strategic advisory services help organizations become more accountable, responsible, and sustainable.
Customer Advisory Board - Core Competencies of a World Class CABCustomer Advisory
Understand the core competencies required to build a world-class Customer Advisory Board. Based on research conducted by the CustomerAdvisoryBoard.org industry association http://www.customeradvisoryboard.org/
3 Proven Methods to Optimize Your 2018 Strategy and Goals through Culture and...Paige Pulaski
Change management is done through culture. Understanding the strengths of your human capital is imperative to fully implementing a plan and expecting successful execution. As you’re investing time, energy and budget into planning for 2018, you should be asking questions such as, “Do our current employees have the right skills? Do we have the right people in the right roles? If not, how do we remove these barriers?”
You’re checking the most important box – getting a plan in place that, when executed, will propel your organization to the next level. However, many organizations are failing to run the proper diagnostic before implementation to make sure all your assumptions are, in fact, true and in working order. Optimizing your plan is imperative, but execution in 2018 looks bleak without optimizing your workforce first.
In this webinar recording, Tanya Bakalov of BetterSkills, Inc. discusses how to achieve the most success with your plans for 2018 by giving three ways to fully assess the teams you’re trusting to execute.
You will learn how to:
>> Gauge the “do-ability” of your plan with your organization’s current skills
>> Delegate initiative assignments to use each employee in their best capacity
>> Motivate employees to be agents of change and dedicated to your organization’s success
What Is the Role of Brand in Management Consulting? Research Highlights from ...DeSantis Breindel
In partnership with the Association of Management Consulting Firms (AMCF), the Brand Influence Guide for Management Consulting (BIG:MC) examines how management consulting firms are leveraging brand as a business asset. See more at http://www.desantisbreindel.com/big/management-consulting/
Lead Generation Campaigns:The Good, The Bad and The Ugly ClearEdge Marketing
In this deck we cover:
- Why Are Lead Generation Campaigns Important?
- What is a Lead Exactly?
The Good, The Bad and The Ugly for:
- Candidate Recruitment Campaigns
- Sales Lead Gen Campaigns
- Internal Hiring Campaigns
ConnectIn São Paulo 2015: Conecte-se. Transforme-se. Inspire-se. The Power o...LinkedIn
Apresentação de Jennifer Brannigan, Head de Soluções de Mídia América do Norte e América Latina do LinkedIn, no ConnectIn São Paulo, realizado no dia 23 de junho de 2015. O ConnectIn São Paulo reúne os maiores líderes do mercado para compartilhar os desafios de hoje e inspirar as soluções de amanhã.
Unleashing Potential: Talent Management and Career Development Strategies for...Vanessa Theoharis
This presentation was shared by Vanessa Theoharis and Julie Ried at the American Marketing Association Higher Education Symposium in November 2022.
The market has gone through a whirlwind of a year, as individuals contemplate the next stages of their career journeys, whether within the organization or elsewhere. As higher education leaders, you have the opportunity to create a workplace environment that will attract top talent, engage your team and motivate individuals to stay.
Bringing best practices from across the field, this presentation includes strategies around employee recruitment, retention, and engagement, specifically for marketing and communications teams.
Explore Valuable Opportunities You Don't Know You're Missing.
With the demand for talent holding strong and steady, many IT and engineering staffing firms are focused so much on recruiting, they are overlooking critical marketing steps they can and should be taking to compete even better and succeed even more. How do you know what you’ve never had or measure opportunities you don’t know you’re missing? It’s time to check your marketing blind spot and identify where holes in your branding, communication, messaging and retention strategies are weakening your competitive edge and limiting market opportunities.
Leslie Vickrey, CEO of ClearEdge Marketing, surprises staffing leaders and professionals with insider knowledge on the critical market processes and tools staffing businesses most often overlook or underfund. Find out which critical marketing efforts effectively boost long-term performance and why under spending leads to missed opportunities. The presentation examines:
- How internal communications and contests spark competition and increased performance
- Why developing compelling brand stories and company messaging fuels a stronger sales performance and brand recognition
- The power of a smart and engaging online presence that attracts candidates, potential managers, sales reps and recruiters
Corporate Social Responsibility (CSR) is the idea that a for-profit company should focus on more than just the bottom line by also investing in its people and the community. As there is no “one-size-fits all” model, it is critical for non-profit leaders to understand CSR fundamentals in order to successfully develop mutually beneficial relationships with for-profit partners.
In this 2-hour interactive session, CSR Consultants Cliff Yee and Carol Chin-Fatt from Raffa, P.C. will explore how businesses today develop and implement CSR strategies and how that impacts your partnership strategies. Topics and discussion will include: the broad scope of CSR, case studies to illustrate best practices, how to develop strong, mission-aligned partnerships, and how forward thinking companies are investing in CSR.
Part I: CSR Fundamentals
• What is CSR?
• Why do companies engage in CSR?
• Establish the context of CSR today
• Explore how companies partner with nonprofits
Part II: Effectively Partnering with Forward Leaning Companies
• A framework for creating strategic partnerships
• The rise of B Corps
• Inside the mindset of corporate funders
If you would like to participate in this event via web, please email registration@raffa.com for details.
Supercharging Business Retention and Expansion with Social MediaAtlas Integrated
With majority of businesses online, EDOs cannot afford not to connect through social media. A key tool to support local businesses, social media allows economic developers to connect with owners, stay up to date on news impacting the business and discover opportunities to help companies expand locally. Discover how to super charge your organization's BRE program using social media.
Atlas TIP Strategies Economic Development Marketing and the Future of Jobs Atlas Integrated
Atlas Advertising CEO and TIP Strategies Principal Jon Roberts discuss Economic Development Marketing and the Future of Jobs in this webinar. Topics include Job Creation, the Economy, Economic Development Marketing, and more.
Integrated Marketing Communication Proposal - Make-A-Wish Michigan Rebecca Sidles
Integrated marketing campaign built for my capstone class (IMC636) of West Virginia University's IMC Masters Program. Our class client was Make-A-Wish Michigan and our target audience was Millennials, 21 - 30.
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...beulahfernandes8
The financial landscape in India has witnessed a significant development with the recent collaboration between Poonawalla Fincorp and IndusInd Bank.
The launch of the co-branded credit card, the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card, marks a major milestone for both entities.
This strategic move aims to redefine and elevate the banking experience for customers.
The European Unemployment Puzzle: implications from population agingGRAPE
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
how can i use my minded pi coins I need some funds.DOT TECH
If you are interested in selling your pi coins, i have a verified pi merchant, who buys pi coins and resell them to exchanges looking forward to hold till mainnet launch.
Because the core team has announced that pi network will not be doing any pre-sale. The only way exchanges like huobi, bitmart and hotbit can get pi is by buying from miners.
Now a merchant stands in between these exchanges and the miners. As a link to make transactions smooth. Because right now in the enclosed mainnet you can't sell pi coins your self. You need the help of a merchant,
i will leave the telegram contact of my personal pi merchant below. 👇 I and my friends has traded more than 3000pi coins with him successfully.
@Pi_vendor_247
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Cardnickysharmasucks
The unveiling of the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card marks a notable milestone in the Indian financial landscape, showcasing a successful partnership between two leading institutions, Poonawalla Fincorp and IndusInd Bank. This co-branded credit card not only offers users a plethora of benefits but also reflects a commitment to innovation and adaptation. With a focus on providing value-driven and customer-centric solutions, this launch represents more than just a new product—it signifies a step towards redefining the banking experience for millions. Promising convenience, rewards, and a touch of luxury in everyday financial transactions, this collaboration aims to cater to the evolving needs of customers and set new standards in the industry.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
what is the future of Pi Network currency.DOT TECH
The future of the Pi cryptocurrency is uncertain, and its success will depend on several factors. Pi is a relatively new cryptocurrency that aims to be user-friendly and accessible to a wide audience. Here are a few key considerations for its future:
Message: @Pi_vendor_247 on telegram if u want to sell PI COINS.
1. Mainnet Launch: As of my last knowledge update in January 2022, Pi was still in the testnet phase. Its success will depend on a successful transition to a mainnet, where actual transactions can take place.
2. User Adoption: Pi's success will be closely tied to user adoption. The more users who join the network and actively participate, the stronger the ecosystem can become.
3. Utility and Use Cases: For a cryptocurrency to thrive, it must offer utility and practical use cases. The Pi team has talked about various applications, including peer-to-peer transactions, smart contracts, and more. The development and implementation of these features will be essential.
4. Regulatory Environment: The regulatory environment for cryptocurrencies is evolving globally. How Pi navigates and complies with regulations in various jurisdictions will significantly impact its future.
5. Technology Development: The Pi network must continue to develop and improve its technology, security, and scalability to compete with established cryptocurrencies.
6. Community Engagement: The Pi community plays a critical role in its future. Engaged users can help build trust and grow the network.
7. Monetization and Sustainability: The Pi team's monetization strategy, such as fees, partnerships, or other revenue sources, will affect its long-term sustainability.
It's essential to approach Pi or any new cryptocurrency with caution and conduct due diligence. Cryptocurrency investments involve risks, and potential rewards can be uncertain. The success and future of Pi will depend on the collective efforts of its team, community, and the broader cryptocurrency market dynamics. It's advisable to stay updated on Pi's development and follow any updates from the official Pi Network website or announcements from the team.
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
1. Creating a Sales Culture for
Your Mission-Driven CDFI
August 22, 2013
Jason Friedman * Leslie Hoffman
Catherine Meyrat * Barbara Eckblad
Sponsored by Little Dixie Community Action Agency
(LDCAA) and funded by the U.S. SBA Program for
Investments in Microentrepreneurs (PRIME) Program
2. Using Goto Webinar
• All participants will be on mute.
• You will see a panel on the right hand
side. Under the Audio tab (c) you will
see the dial in number and access code
you were e-mailed previously. To join
the call, then enter in the Audio
PIN number.
• Q&A: we’ll save 30 minutes for Q&A;
type your questions in the Questions
Tab (e).
• You may also use the “Raise Hand”
button to alert the presenters that you
have a question or comment.
2
3. The Friedman Associates Team Approach
We grow organizations
thoughtfully and
sustainably.
We help you maximize
your impact now for
long-term results.
3
4. Friedman Associates
• Mission: inspire nonprofit leaders to achieve their
vision for the entrepreneurs and communities they
serve - and demonstrate the results that lead to
increased funding and long-term success.
• Build Strong and Sustainable CDFIs:
Assess and Strengthen Loan Fund Operations
Improve Effectiveness and Impact of Development Services
Prepare CDFIs for CARS™ Assessment
Develop KPIs and systems to demonstrate impact
Strategic Planning
Board Development
Market Research
Preparation of CDFI applications
4
6. Today’s Agenda
Foundational Concepts of Mission-Driven Sales
What is mission-driven sales?
Why is it important?
Developing a mission-driven culture
Measuring and monitoring progress
Q&A
Next Steps
6
10. Who’s Using a Mission-Driven
Sales Approach?
Accion Texas, San Antonio TX
Accion New Mexico – Arizona – Colorado,
Albuquerque NM
Opportunity Fund, San Jose CA
10
11. A Snapshot of the CDFI Landscape
Demand
• Grew in the fourth quarter of 2012
Originations
• Remain strong
Outlook
• Strong demand is expected to continue
Source: OFN Q4 2012 Market Conditions Report
11
15. Have You Discussed Sales Culture?
Total: 43% No
Neutral Opinion:
47% No
Negative
Opinion:
52% No
15
16. Who Is Behind or Far From Goal?
39% of full group
43% of those with a neutral
sales view
37% of those with a positive
sales view
31% of those with a negative
sales view
16
18. Explore Your Values
New Mexico-Arizona-Colorado
PASSION
Leads with energy, humility, joy and
fun.
Tenaciously overcomes obstacles.
PIONEERING SPIRIT
Actively recognizes and rewards
innovation.
Embraces change with agility and
humor.
INTEGRITY
Exemplifies ACCION values.
Builds trust by continually exhibiting
honesty and respect.
EXCELLENCE
Consistently seeks opportunity for
improvement.
Enthusiastically strives to exceed
expectations.
ACCOUNTABILITY
Holds oneself and others accountable
for behavior, actions and results.
Seeks and embraces feedback.
Full list available at
www.accionnm.org.
18
22. Board of Directors
• Your Board of Directors
need to be integrated into
your work in building your
mission-driven sales
culture.
• They should participate in
the process of developing
your core organizational
values.
22
23. Senior Management
• Senior leadership may also have
varied attitudes toward moving
to mission-driven sales.
• Success = taking time for
dialogue, so senior leaders have
consensus and unanimity about
direction and the core values on
which you will base your CDFI’s
decisions.
• With consensus and unanimity,
senior managers will successfully
convey, first the WHY of what
you are working toward, and
then, the HOW and the WHO.
23
24. Staff
• Achieving organization-wide
integration includes helping
each staff member understand
that they are a member of the
team and that they have a
specific and important role to
play on the team.
• Educating staff on the WHY and
the HOW and the WHO allows
for staff to build their
understanding and better allow
them to embrace the success.
24
26. Job Skills
• Job skills is a broad concept which
goes beyond narrowly-construed
work skills that an employee has to
succeed at their job.
• It includes personality traits and
talents.
• We know that the personality traits
of your front-facing folks, the sales
people, tend to be different from
those of back-office operations
folks, even though both may have
strong job skills in accounting, for
instance.
26
27. Trust Is The Glue
Trust
Good
Communication
Shared
Values
27
28. Great communications strategies
• Make sure that folks whose job responsibilities depend
on each other have open channels of communication.
• This creates opportunities for growth in knowing the
truth of other's work, their ability to do that work and
the strength of their skills as well as the strength of
their co-commitment to the core values of the
organization.
• Expect and allow only direct conversation – direct
communication. About challenging issues or problems
that arise on any given day, and that need solutions.
28
30. Tips on Sales Team Motivation
Goals
• Clear & visible
• Team and individual
Celebration
• Victories, big and small
• Learning from mistakes
as well as from success
Leadership
• Provide perspective and
affirmation
• Speak the truth
30
31. Compensation Considerations
Integrating goals with compensation can be
effective and should be carefully considered.
Variable compensation can help staff align their
tactics with organizational goals.
Variable compensation can be a recruitment tool
but is not a retention tool.
31
33. Measure Actions and Outcomes
What outcomes does
your organization want?
Do you measure them?
Where are the gaps?
33
34. The Power of Key Performance
Indicators
Number of
leads are
needed to
generate
one closed
loan?
Best kinds
of leads
Loan
that
conversion
generate
rate?
closed
loans?
Clear
monthly
goal for
loan
originations
34
35. Driving Client Outcomes
Improve staff
response time
Improve portfolio
performance at the
loan officer level
Improve client
outreach
35
36. Tips on Communicating Sales Goals
Communicate clearly why
metrics are important and
how they will help the
organization
Include in job description
Have monthly discussions
to share best practices
36
39. Next Steps
Assess team
resources.
Take stock of
your values
and impact.
Mobilize with
clear goals, a
coordinated
team
approach, and
positive
leadership.
39
40. And Here’s How We Can Help
Assessment of current loan fund operations and
performance.
Analysis of current staff functions and corporate
performance goals.
Facilitate re-assessment of organizational values,
position descriptions and intra-office
communication and workflows.
Develop KPIs and design data collection systems.
On-site staff training and coaching.
40
42. Additional Resources
• FIELD forum Issue 23: The Organizational Foundations
of Sustainability (2009) on ACCION New Mexico-ArizonaColorado
http://fieldus.org/Publications/FieldForum23.pdf
• Dollars for Dreams: Scaling Microlending in the United
States (2010)
• http://fieldus.org/Publications/DollarsForDreams.pdf
• Good to Great: Why Some Companies Make the
Leap and Others Don’t, J. Collins (2001)
• Built on Values: Creating an Enviable Culture that
Outperforms the Competition, A. Rhoades (2012)
42
43. Additional Resources
1. Myers-Briggs Foundation: www.myersbriggs.org
2. StrengthFinder 2.0: (c) 2007 Gallup, Inc.
3. CISS (Campbell Interest and Skills Survey), (c)
1994 David Campbell, Ph.D.
4. BarOn Emotional Quotient Inventory: Rowen
Bar-On, Ph.D.
5. Career Anchors; Discover Your Real Values,
Edgar H. Schein, www.careeranchorsonline.com
6. Management Tasks, Responsibilities, Practices,
Peter Drucker
43