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BOARDROOM	
  METRICS	
  SUCCESS	
  STORY	
  
Dean	
  Lukehart	
  –	
  Advertising	
  Executive	
  
	
  
Dean	
  Lukehart	
  found	
  Boardroom	
  Metrics	
  through	
  a	
  
posting	
  we	
  placed	
  on	
  a	
  LinkedIn	
  group.	
  We	
  were	
  looking	
  
for	
  an	
  RFP	
  writer.	
  	
  
	
  
At	
  the	
  time,	
  Dean	
  was	
  the	
  Director	
  of	
  Marketing	
  and	
  
Business	
  Development	
  for	
  Frederick	
  Swanston,	
  an	
  Atlanta-­‐
based	
  ad	
  agency	
  serving	
  clients	
  in	
  banking	
  and	
  financial	
  
services,	
  energy	
  and	
  utilities,	
  healthcare,	
  retail	
  and	
  
technology.	
  In	
  his	
  10+	
  years	
  at	
  Frederick	
  Swanston,	
  Dean	
  
had	
  become	
  an	
  accomplished	
  proposal	
  writer.	
  
Contemplating	
  retirement	
  in	
  a	
  couple	
  of	
  years,	
  Dean	
  felt	
  it	
  
made	
  sense	
  to	
  respond	
  to	
  the	
  posting	
  and	
  see	
  what	
  the	
  fit	
  
might	
  be.	
  
	
  
The	
  fit	
  turned	
  out	
  to	
  be	
  perfect.	
  	
  
	
  
Boardroom	
  Metrics	
  needed	
  an	
  accomplished	
  writer.	
  Dean’s	
  goal	
  wasn’t	
  just	
  to	
  find	
  
something	
  to	
  sink	
  his	
  teeth	
  into	
  post-­‐retiring,	
  he	
  was	
  also	
  seeking	
  a	
  source	
  that	
  
would	
  help	
  him	
  find	
  a	
  steady	
  stream	
  of	
  new	
  business.	
  Boardroom	
  Metrics	
  provided	
  
him	
  with	
  both.	
  
	
  
Interestingly,	
  Dean	
  didn’t	
  begin	
  writing	
  for	
  Boardroom	
  Metrics	
  immediately.	
  Still	
  
engaged	
  at	
  Frederick	
  Swanston,	
  Dean	
  had	
  lots	
  on	
  his	
  plate	
  that	
  kept	
  him	
  busy	
  for	
  his	
  
final	
  two	
  years	
  there.	
  However,	
  he	
  stayed	
  in	
  touch	
  with	
  Boardroom	
  Metrics	
  and	
  
Boardroom	
  Metrics	
  stayed	
  in	
  touch	
  with	
  him	
  -­‐	
  providing	
  coaching	
  and	
  direction	
  
around	
  becoming	
  an	
  independent	
  proposal	
  writer	
  once	
  he	
  retired.	
  
	
  
Finally	
  in	
  late	
  2014,	
  Dean	
  took	
  the	
  big	
  leap.	
  He	
  retired.	
  And	
  without	
  missing	
  a	
  beat	
  
he	
  launched	
  his	
  independent	
  proposal	
  writing	
  service,	
  writing	
  proposal	
  responses	
  
for	
  Boardroom	
  Metrics’	
  clients.	
  It’s	
  now	
  April	
  2015	
  and	
  in	
  the	
  past	
  7	
  months	
  Dean	
  
has	
  been	
  involved	
  in	
  5	
  client	
  projects	
  including	
  the	
  SPCA	
  for	
  a	
  large	
  Canadian	
  City	
  
and	
  large	
  corporate	
  clients	
  in	
  energy,	
  market	
  research	
  and	
  health	
  care.	
  	
  Dean’s	
  most	
  
recent	
  project	
  landed	
  yesterday.	
  
	
  
Dean’s	
  success	
  with	
  Boardroom	
  Metrics	
  is	
  based	
  on	
  several	
  key	
  factors:	
  
	
  
1. Dean’s	
  expertise	
  –	
  proposal	
  writing	
  -­‐	
  is	
  well	
  defined	
  and	
  he	
  is	
  very	
  good	
  at	
  it.	
  
2. His	
  communication	
  skills.	
  As	
  you	
  might	
  expect	
  from	
  someone	
  who’s	
  a	
  great	
  
writer	
  with	
  years	
  of	
  senior	
  management	
  experience,	
  Dean	
  easily	
  understands	
  
client	
  goals	
  and	
  how	
  to	
  communicate	
  his	
  thoughts	
  and	
  solutions	
  to	
  them.	
  
 
3. How	
  Dean	
  works	
  with	
  us.	
  Dean	
  is	
  easy	
  to	
  work	
  with.	
  When	
  there’s	
  a	
  new	
  
project	
  Dean	
  is	
  accessible	
  and	
  flexible.	
  He	
  is	
  available	
  when	
  needed.	
  With	
  
Dean,	
  meeting	
  client	
  timing	
  goals	
  is	
  never	
  an	
  issue.	
  
	
  
About	
  Boardroom	
  Metrics	
  
	
  
The	
  workforce	
  is	
  rapidly	
  evolving.	
  	
  	
  A	
  growing	
  wave	
  of	
  work	
  is	
  now	
  being	
  handed	
  to	
  
independent	
  experts	
  including	
  consultants,	
  contractors,	
  freelancers,	
  and	
  others.	
  	
  In	
  
the	
  future,	
  almost	
  everyone	
  will	
  work	
  for	
  themselves	
  at	
  some,	
  likely	
  substantial	
  
point	
  in	
  their	
  careers.	
  
	
  
Boardroom	
  Metrics	
  provides	
  programs	
  and	
  services	
  to	
  support	
  the	
  success	
  of	
  
independent	
  experts.	
  Our	
  goal	
  is	
  to	
  reduce	
  the	
  stress	
  and	
  hassle	
  of	
  independent	
  
contracting,	
  enabling	
  our	
  members	
  to	
  focus	
  on	
  what	
  they	
  do	
  best.	
  Our	
  core	
  services	
  
include:	
  
	
  
• Marketing	
  
• Social	
  Media	
  Awareness	
  and	
  Visibility	
  
• Client	
  Leads	
  
• Client	
  projects	
  
• Training	
  
• Team	
  members	
  with	
  additional	
  skills	
  
• Networking	
  
• Administrative	
  support	
  including	
  invoicing	
  and	
  collection	
  
	
  
Contact	
  and	
  More	
  Information	
  
If	
  you	
  are	
  an	
  independent	
  expert,	
  contractor	
  or	
  freelancer	
  and	
  would	
  like	
  to	
  better	
  
understand	
  how	
  Boardroom	
  Metrics	
  might	
  enable	
  you	
  to	
  more	
  successful	
  give	
  us	
  a	
  
call	
  at	
  416-­‐573-­‐9396	
  or	
  write	
  Karen	
  McElroy	
  at	
  kmcelroy@boardroommetrics.com	
  
	
  
	
  
	
  
	
  

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Boardroom Metrics Success Story - Advertising Executive

  • 1.   BOARDROOM  METRICS  SUCCESS  STORY   Dean  Lukehart  –  Advertising  Executive     Dean  Lukehart  found  Boardroom  Metrics  through  a   posting  we  placed  on  a  LinkedIn  group.  We  were  looking   for  an  RFP  writer.       At  the  time,  Dean  was  the  Director  of  Marketing  and   Business  Development  for  Frederick  Swanston,  an  Atlanta-­‐ based  ad  agency  serving  clients  in  banking  and  financial   services,  energy  and  utilities,  healthcare,  retail  and   technology.  In  his  10+  years  at  Frederick  Swanston,  Dean   had  become  an  accomplished  proposal  writer.   Contemplating  retirement  in  a  couple  of  years,  Dean  felt  it   made  sense  to  respond  to  the  posting  and  see  what  the  fit   might  be.     The  fit  turned  out  to  be  perfect.       Boardroom  Metrics  needed  an  accomplished  writer.  Dean’s  goal  wasn’t  just  to  find   something  to  sink  his  teeth  into  post-­‐retiring,  he  was  also  seeking  a  source  that   would  help  him  find  a  steady  stream  of  new  business.  Boardroom  Metrics  provided   him  with  both.     Interestingly,  Dean  didn’t  begin  writing  for  Boardroom  Metrics  immediately.  Still   engaged  at  Frederick  Swanston,  Dean  had  lots  on  his  plate  that  kept  him  busy  for  his   final  two  years  there.  However,  he  stayed  in  touch  with  Boardroom  Metrics  and   Boardroom  Metrics  stayed  in  touch  with  him  -­‐  providing  coaching  and  direction   around  becoming  an  independent  proposal  writer  once  he  retired.     Finally  in  late  2014,  Dean  took  the  big  leap.  He  retired.  And  without  missing  a  beat   he  launched  his  independent  proposal  writing  service,  writing  proposal  responses   for  Boardroom  Metrics’  clients.  It’s  now  April  2015  and  in  the  past  7  months  Dean   has  been  involved  in  5  client  projects  including  the  SPCA  for  a  large  Canadian  City   and  large  corporate  clients  in  energy,  market  research  and  health  care.    Dean’s  most   recent  project  landed  yesterday.     Dean’s  success  with  Boardroom  Metrics  is  based  on  several  key  factors:     1. Dean’s  expertise  –  proposal  writing  -­‐  is  well  defined  and  he  is  very  good  at  it.   2. His  communication  skills.  As  you  might  expect  from  someone  who’s  a  great   writer  with  years  of  senior  management  experience,  Dean  easily  understands   client  goals  and  how  to  communicate  his  thoughts  and  solutions  to  them.  
  • 2.   3. How  Dean  works  with  us.  Dean  is  easy  to  work  with.  When  there’s  a  new   project  Dean  is  accessible  and  flexible.  He  is  available  when  needed.  With   Dean,  meeting  client  timing  goals  is  never  an  issue.     About  Boardroom  Metrics     The  workforce  is  rapidly  evolving.      A  growing  wave  of  work  is  now  being  handed  to   independent  experts  including  consultants,  contractors,  freelancers,  and  others.    In   the  future,  almost  everyone  will  work  for  themselves  at  some,  likely  substantial   point  in  their  careers.     Boardroom  Metrics  provides  programs  and  services  to  support  the  success  of   independent  experts.  Our  goal  is  to  reduce  the  stress  and  hassle  of  independent   contracting,  enabling  our  members  to  focus  on  what  they  do  best.  Our  core  services   include:     • Marketing   • Social  Media  Awareness  and  Visibility   • Client  Leads   • Client  projects   • Training   • Team  members  with  additional  skills   • Networking   • Administrative  support  including  invoicing  and  collection     Contact  and  More  Information   If  you  are  an  independent  expert,  contractor  or  freelancer  and  would  like  to  better   understand  how  Boardroom  Metrics  might  enable  you  to  more  successful  give  us  a   call  at  416-­‐573-­‐9396  or  write  Karen  McElroy  at  kmcelroy@boardroommetrics.com