Latest Advisory Board Meeting - NAoMC

1. Advisory Board & Steering Committee Meeting February 5, 2010 National Association of Management Consultants 4860 Cox Road suite 200Glen Allen, Va. 23060

2. Agenda Organization Structure Mission Vision & Values Accomplishments To Date Team Collaboration Budget – Member Commitments Infrastructure/Website Business Plan Updates Marketing Strategy IP Agreements Financial Updates MC Domains New Business Domains Membership Drive Kickoff Google Apps Demo Advisory Board Expectations Commitment – Buy-in Collaborations - Meetings Meeting Schedule Marketing Strategy & Collateral Wrap Up

3. Organization Structure To date the advisory board & steering committee is comprised of the following roles & individuals Steering Committee Advisory Board Domain Expertise

4. Our Mission To provide leadership, standards, best practices, and governance for professionals serving as advisors and consultants to the leaders of business, governmental organizations, nonprofit organizations, and Fortune 500 corporations. We seek to promote industry excellence, education, mentorship, training, awareness, networking, teaming opportunities and to identify and recognize those who have achieved industry best practices.

5. Our Vision & Values Vision: The premier global professional association containing the major thought leaders in business; the first source for information regarding small business, business growth, and organizational excellence. Values:Standard for business and management consulting Tested and proven - nothing is released without a track record Financially smart - everyone involved will gain based on collevtive contribution Continuous improvement - we will never suffer "not invented here"

6. Accomplishments To Date Team Collaboration – Ben Meredith Google Apps To be utilized as document repository for all association “works in progress” Versioning policy and documentation standards to be published in coming weeks Domain specific pages to be setup in Google Apps Developing NAoMC Email Addresses for Advisory Board & Steering Committee NAoMC Calendar

7. Accomplishments To Date (cont.) Financial Update – Vickie Beach Three year budget developed and in final review stages by Board Bank account established Merchant account establishment in progress in preparation for 3/1/10 membership drive launch IP Agreement with AKLabs in final review and pending Board signature Business Plan Update – Vickie Beach Final iteration of plan is in review and expected to be finalized by 3/1/10 launch date Will continue to be living document and used as a benchmark for continuous measurement of our success Pre-launch & post-launch plans solidified as follows

8. Accomplishments To Date (cont.) Stage 1 Plan - Dream2Plan Stage 2 Plan - GoLive Licensing agreement with IP providers Creation of Marketing Collateral business cards membership packages sponsor packages Development of social networking based website eZine Financial accounting - bank account, software, creation of accounts CRM development for membership and sponsors zoho Define membership levels, features, and benefits by segment membership drive sponsorship drive Completion of business plan and CY10 strategy Development of NAOMC branded IP tool box Podcasts Videocasts generic contracts Website Live1 Convert LinkedIn/pre-start respondents Refine membership mailing lists for Richmond, Kansas City, Las Vegas Membership Campaign 1 Cold Calling for in depth conference call Send email invites and membership packages Sponsor Campaign 1 Cold calling for 1:1 meeting Face to Face meeting - bring membership package Monitor usage Segmentation - organically formed groups Product and service usage Service tickets - review defects and complaints Online customer enthusiasm survey Identify most profitable products and services Identify immediate upgrades Identify next stage upgrades Refine national mailing Solicit referrals from current members Continue Member campaigns

9. Accomplishments To Date (cont.) Management Consulting Domains

10. Accomplishments To Date (cont.) Advisory Board Member Commitments – Ben Meredith Advisory Board & Steering Committee members are expected to be active organization members and will be offered “charter membership rates” and associated benefits Charter membership rates and benefit packages are under development Time commitment is expected to be 2+ hours per month. Infrastructure/Website Web Portal is currently under development with first iteration complete in time for launch of membership drive on 3/1/10. Preliminary release schedule for Website functionality is as follows:

11. Accomplishments To Date (cont.) Tentative Release Schedule

12. Business Plan Highlights Business Plan - Core Components Dream:to raise the level of competence and overall performance of business and management consulting that produces real results for business owners and executives. Philosophy: based on free market principles, members and sponsors share intellectual property and financial returns from the use and construction of state of the art products Value Proposition: Product Leadership - best tool box in the industry Customer Intimate - we align all of our processes toward the needs of alliances, members, and research institutions

13. Business Plan Highlights (cont) Business Plan - Core Components Core Competencies: Product Development Membership Services Fund Raising Mentorship Education Research

14. Business Plan Highlights (cont) Business Model

15. Business Plan Highlights (cont)

16. New Business – Next Steps Creation of Charter Membership Plan – volunteer? Further identification domain granularity and supporting best practices Membership Drive Kickoff Kickoff scheduled for 3/1/10 Marketing release plan forthcoming by 2/22/10 “All Hands On Deck Effort” - This means Everyone! Finalization and kickoff of social media plan, currently under development – forthcoming by 2/22/10 Meeting Schedule – Advisory 2nd Friday Each Month

17. Wrap Up Google Apps Demo Member On-Boarding