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Sept. 11, 2018
21 Chapters, 80% of North & Latin America Chapters
Procter & Gamble and P&G are trade names of The Procter ...
2
Summit Executive Summary
This summarizes key discussion topic insights and actionable learnings during the September 11, 2...
Summit Video Archive
The entire Summit agenda was videotaped: Segment 1 and Segment 2. All Segments are archived with thes...
Develop an engaged Pan-Regional Network & productive relationships.
Build stronger, healthier North & Latin America Chapte...
Summit Agenda Segment 1 - Video Conference with 21 Chapters
1. Summit Purpose
2. Welcome - Ed Tazzia, Global Board Chairma...
Summit Agenda Segment 2 - In Atlanta with 7 Chapters
Min
15
55
30
20
10
1. China P&G Alumni Network Summit – What Can We L...
1. Introduction and expectations
a. Twenty-one chapters, three potential chapters, Global Board members and Foundation lea...
2. Questions & requests to the Global Board from Segments 1 & 2
a. Q: What are the steps and requirements to set up a chec...
e. Q: Profiles are not up to date in the pgalums data base, yet they are current in LinkedIn. Will the new IT platform be ...
3. P&G Alumni Foundation
a. Most countries allow tax deductibility for donations at a local level. Marianne will work with...
4. Segment 2 group exercise:
What can we build that can be scaled to add value to
the P&G Alumni Network Chapters?
1.
2.
12
4. Segment 2 group exercise:
What can we build that can be scaled to add value to
the P&G Alumni Network Chapters?
3.
4.
13
b. Project leaders and team members will be staffed by volunteers from the complete North America and Latin
America Chapte...
5. Other ideas suggested by chapter leaders during Segment 1 session
a. Turnkey/Tour (by Jeff Adler of Washington DC): The...
How to harness the EY Partnership at Chapters
to create a 2 Way Value Exchange
This summarizes a 30 minute group discussio...
How to harness the EY Partnership at Chapters
to create a 2 Way Value Exchange
What EY asks
- Attend P&G Alumni events and...
Attachment 1 – Participant Expectations
- Global - Energize, reapply to Geneva
- Baltimore - go beyond social
- Carolinas ...
Attachment 1 – LOWER PRIORITY PROJECT PROPOSALS FROM
SEGMENT 2 GROUP EXERCISE THAT WEREN’T SELECTED
1. Support new alumni ...
What does a Strong Chapter Look Like?
Atlanta Chapter
- Board: Recruit 2-5 committed, energized Board members. Use distrib...
- Consistent Strong Leadership: Leader has built and led chapter for 18 years.
- Board: energized 15 Board members (includ...
- Scaling: 3,000 alums (65% millennials) and growing
- Engagement: 50% of active members. For new & re-energizing Chapters...
- Board: 17 Board members: Director, Secretary/Legal, Admin and 14 others participating in 3 Committees (Events,
Philanthr...
- Communication: Program announcements via Constant Contact, PGAlums Mexico Facebook page invitations and
LinkedIn profile...
GLOBAL & REGIONAL LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Helena Wong
NYC
Global Board, Co-Chair
Members...
NORTH AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Harris Fogel
Atlanta
Co-President Atlanta
...
NORTH AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Ann Hoeger
Chicago
Co-Chair Chicago Chapte...
NORTH AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Pankaj Chopra
Princeton, NJ
Co-Chair Princ...
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Beatriz Castillo
Fort Lauderdale, FL
South Florida Chapter
Board
castill...
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Frank J. Simone
The Villages, FL
Potential Central Florida
Chapter Board...
LATIN AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Valeria Gerolamo
Brasil
Leader Brasil Chap...
LATIN AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Leda de Garino
Costa Rica
Costa Rica Chapt...
LATIN AMERICA CHAPTER LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Patricia Spisto
Mexico City
México City Ch...
Survey Toplines
Key Take-aways
Overall, Summit participants really liked it and found it well planned and helpful. See rat...
Survey Toplines
Segment 1 video conf. overall ratings
SCALE RATING DISTRIBUTION
HIGHEST/BE
ST
5 8
4* 20
3** 5
2*** 2
LOWES...
Survey Toplines
36 respondents. 86% response.
- ‘I especially liked that we dedicated some time to know all the members of...
Survey Toplines
36 respondents. 86% response.
- ‘Thank you for all the hard work. It was a great "refresh" in the P&G cult...
Survey Toplines
36 respondents. 86% response.
- ‘I would encourage them to participate in person. The dynamics between the...
Survey Toplines
36 respondents. 86% response.
- ‘What a wonderful opportunity to strengthen relationships and have new ide...
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P&G Alumni Network Americas Chapter Leadership Summit - Executive Summary - Sept 11 2018

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P&G Alumni Network Americas Chapter Leadership Summit - Executive Summary - Sept 11 2018

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P&G Alumni Network Americas Chapter Leadership Summit - Executive Summary - Sept 11 2018

  1. 1. Sept. 11, 2018 21 Chapters, 80% of North & Latin America Chapters Procter & Gamble and P&G are trade names of The Procter & Gamble Company and are used pursuant to an agreement with The Procter & Gamble Company. P&G Alumni Network is an independent organization apart from The Procter & Gamble Company. Steve Cook - Atlanta Chapter President Emeritus, Atlanta Board, North America Ambassador Helena Wong - Global Board, Co-head Membership & Engagement Committee Betty Estrada - Global & Mexico Board, Co-head Membership & Engagement Committee, Latin America Ambassador Executive Summary Issued Sept. 18, 2018 1
  2. 2. 2
  3. 3. Summit Executive Summary This summarizes key discussion topic insights and actionable learnings during the September 11, 2018 Summit in Atlanta and via video conference with 21 Americas Chapters representing 80% of the current Chapters. We also had several leaders who are developing new Chapters. There was a mix of Chapters types: strong established … re-launching … new Chapters. If we have missed anything in this summary that you heard or think is important to include … please let us know. We believe that we will scale the Network by building strong relationships with each other and having Chapter-2-Chaper (C2C) conversations to share best practices. We included the Summit participant contact information. Connect. We also included a section on ‘What does a Strong Chapter Look Like?’ that we did not have time to do. There are good ‘search and re-apply’ insights from the very healthy Atlanta, China and Mexico Chapters. Go grow healthy! Thank you to everyone who took the Summit Survey. We’ve included the toplines and select verbatims at the end of this deck. Your feedback will help us make future Summits even better. EY apologies for the video conference tech issues. We promise this will not happen again. The presentation used at the Summit: https://www.slideshare.net/stevencook/pg-alumni-network-americas-chapter-leadership-summit-91118-final-master 3
  4. 4. Summit Video Archive The entire Summit agenda was videotaped: Segment 1 and Segment 2. All Segments are archived with these links. We encourage you to share this with your Board to help you grow your Chapter. If you were on the video conference and had connectivity issues, you can now see the entire Summit via these links. We and EY apologize for the tech issues. We got learning and this will not happen in future Summit video conferences. Segment 1: > All Segment 1 agenda topics https://vimeo.com/289597385 Segment 2: > China Summit Overview; Building Scaled Value That Give Chapters ROI group exercise: https://vimeo.com/289606876 > P&G Alumni Foundation - Part 1 https://vimeo.com/289940371 Part 2 https://vimeo.com/289940671 > EY - P&G Alumni Network Partnership Discussion https://vimeo.com/289942359 Videos in presentations: > Ed’s welcome: https://vimeo.com/287112144 > China Summit highlights: https://vimeo.com/288457998 > P&G Alumni Foundation: https://www.youtube.com/watch?v=EqnOVOTea5I&feature=youtu.be 4
  5. 5. Develop an engaged Pan-Regional Network & productive relationships. Build stronger, healthier North & Latin America Chapters: strong, re-energizing, new. Share & scale best practices & Network’s collective intelligence to accelerate Chapter development. Discuss new Chapter Growth Toolkit to improve & use it. Share Global Board key initiatives designed to support Chapters. Learn & prioritize other support Chapters want from Global. How to activate the P&G Alumni Network Foundation at Chapter level. How to harness EY Partnership at Chapter level. Americas Chapter Leadership Summit Purpose 5
  6. 6. Summit Agenda Segment 1 - Video Conference with 21 Chapters 1. Summit Purpose 2. Welcome - Ed Tazzia, Global Board Chairman 3. Agenda review 4. Chapter intros - All video & in room participants – :30 seconds/person 5. Review Global Board, Committees & Key Initiatives Highlights 6. Discuss ‘Chapter Growth Toolkit’, Global Assets. Chapter Q&A with feedback. 7. What do Chapters want from Global? 8. Established Chapters Review 1 Best Practice & Q&A - 2 min/Chapter 9. Discussion: How can we collaborate to scale our Network’s Intelligence? 10. Executive overview & video Min 3 3 3 15 10 30 15 25 15 5 6
  7. 7. Summit Agenda Segment 2 - In Atlanta with 7 Chapters Min 15 55 30 20 10 1. China P&G Alumni Network Summit – What Can We Learn From A Best Practice Alumni Community 2. Group Exercise: Creating Chapter Value That Scales 3. Activating the Locally 4. EY Partners meet Chapters. How to harness EY Partnership at Chapters? 5. Action Steps 7
  8. 8. 1. Introduction and expectations a. Twenty-one chapters, three potential chapters, Global Board members and Foundation leaders were present at the Summit: i. We had 12 participants come in person to the Atlanta EY offices: Marianne (Foundation), Steven (Summit Co-leader and North America Region Ambassador), Harris and Larry (Atlanta Chapter), Karen (Carolinas), Richard (New York City), Shantini (Phoenix/Arizona), Jorge and Fernando (Costa Rica), Pepe (Puerto Rico), Helena (Summit Co-leader and Global Board) and Betty (Summit Co-leader, Global Board and Latin America Region Ambassador). ii. There were 35 Global and Chapter participants through videoconference: Jesper, Fuad, Ingrid and Paul (Global Board), Niki and Yannis (Global Administration), Hari and Vince (Foundation), Cheryl (Baltimore), Yogesh (Chicago), Ivy (New York City), Gary (North Texas /DFW), Karina (Phoenix/Scottsdale), Debra and Pankaj (Princeton), Valerie and Madeleine (South California/Los Angeles), Samantha, Ramon and Beatriz (South Florida/Miami), Esther (Toronto), Jeff and Svetlana (Washington DC), Marina (Brazil), María Camila (Chile), Leda and Cynthia (Costa Rica), Matilde and Andy (Guatemala), Yamil, Patricia and Carmen (Mexico), José Luis and Irene (Panama), and Susana (Peru). iii. Anne (Santa Barbara CA), Frank (The Villages FL) and Kelley (Portland OR) are using this opportunity to assess whether they will create a chapter in their location. b. Participant expectations are listed in attachment 1. c. Helena, Betty and Steve sent out pre-reading material and the participant directory with contact information to ALL North America and Latin America Chapter Leadership Teams, including those individuals from Chapters not signed up to attend. 8
  9. 9. 2. Questions & requests to the Global Board from Segments 1 & 2 a. Q: What are the steps and requirements to set up a checking account and/or PayPal for U.S. Chapters? When does Global recommend a chapter to open a bank account, if at all? Is there a bank that Global already has a relationship with that the chapters could leverage? A: TBC (Helena will follow-up) b. Q: Who is the connection to get P&G speakers for Chapter events? A: Ed Tazzia for chapters in North America. For international chapters, the chapter could contact the local P&G offices. c. Q: Who is our contact to leverage Global Sponsors? A: Chapters should work with Steve and Betty (Regional Ambassadors for North and Latin America, respectively), who will liaison with Jesper and Raman (Global Revenue Committee). d. Q: What is the calendar of submission deadlines of Chapter activities for the quarterly Nexus newsletter? A: See table below. All content should be sent to Paul Fox: paulfox@derdaleconsulting.com 9
  10. 10. e. Q: Profiles are not up to date in the pgalums data base, yet they are current in LinkedIn. Will the new IT platform be able to refresh data from social networks? A: Yes, the new IT Platform will tap into public information found in social networks, including LinkedIn. f. Q: Will it be possible to identify specific location of alumni, e.g. South California as opposed to California? A: TBC (Yannis will investigate) g. Q: May we ask the IT platform supplier to share other alumni groups’ best practices? A: TBC (Paul will inquire) h. Q: What is the best livestreaming platform? A: TBC (Yannis will investigate) i. Q: For the upcoming Global Conference that will be held in Madrid October 25-27, 2019, will airlines be providing any preferential airfares? (e.g. Delta, Iberia) A: TBC (Betty will ask the Conference coordinators) 2. Questions & requests to the Global Board from Segments 1 & 2 10
  11. 11. 3. P&G Alumni Foundation a. Most countries allow tax deductibility for donations at a local level. Marianne will work with country Chapters to assess whether donations outside the US may be tax deductible locally. b. Marianne asked Chapters to include the Foundation in local events and coordinate with her. 11
  12. 12. 4. Segment 2 group exercise: What can we build that can be scaled to add value to the P&G Alumni Network Chapters? 1. 2. 12
  13. 13. 4. Segment 2 group exercise: What can we build that can be scaled to add value to the P&G Alumni Network Chapters? 3. 4. 13
  14. 14. b. Project leaders and team members will be staffed by volunteers from the complete North America and Latin America Chapter Leadership group, not only from the afternoon exercise participants. Target is to have one Leader and at least 3 team members for each project. c. Once each project team is set up, the first activity will be to develop an action plan and share it with Chapter Leaders. d. Other ideas with lower priority from the p.m. exercise are detailed in attachment 2 4. Segment 2 group exercise: What can we build that can be scaled to add value to the P&G Alumni Network Chapters? 14
  15. 15. 5. Other ideas suggested by chapter leaders during Segment 1 session a. Turnkey/Tour (by Jeff Adler of Washington DC): The idea would be that one chapter, or the global organization would develop an event that is designed to be turnkey and/or tour. A “turnkey” event is an event that is easily repeatable by multiple chapters – but each chapter technically puts on its own event. A “tour” event is an event where the speaker would travel from chapter to chapter. There are two key benefits from running these types of events: i. It results in higher quality events. This in turn is for at least two reasons. One is scalability – often the team planning an event can justify more resources if the event development will be for multiple events. The second is bandwidth – the individual chapters often struggle with the bandwidth to plan even simple events. ii. It results in higher attendance. Part of this is simply a function of the higher quality events, but part of it is because it is very effective to be able to publicize that the event was well attended and well received elsewhere. b. Vertical industry focus (by Debra of Princeton) – The idea of focusing in the predominant category in the region of the chapter (e.g. focus on pharmaceutical industry in Princeton). c. Livestreaming chapter events to share content (by Marina Matos of Brazil) d. Obtain content uniquely P&G. e. Get back to P&G with an external voice. f. Suggest to P&G that they use the Alumni Network as a recruiting tool g. Follow up with 40-under-40 h. Create pop-up events similar to those done by Sinfiny 15
  16. 16. How to harness the EY Partnership at Chapters to create a 2 Way Value Exchange This summarizes a 30 minute group discussion on ‘How to harness the EY Partnership at Chapters to create a 2 Way Value Exchange.’ This summarizes the two lists developed by EY and in-person P&G Alumni participants during our September 2018 Americas Chapter Leadership Summit. We would like to thank our EY partners once again for hosting us so graciously at the EY Atlanta office. The discussion was recorded. Participants EY: Kristina Rogers (Global Consumer Industries Leader), Richard D. Mitchell (Director Business Development) and Jorge Hernandez (Advisory Managing Partner, also P&G Alumni Costa Rica Chapter Leader). P&G Alumni: Marianne Iyer (Foundation), Steven Cook (Summit leader and North America Region Ambassador), Harris Fogel and Larry McHugh (Atlanta Chapter), Karen Anderson (Carolinas), Richard Cacciato (New York City), Jorge Hernandez (Costa Rica Chapter Leader, also EY Advisory Managing Partner), Pepe Alonso (Puerto Rico Chapter), Shantini Munthree (Arizona Chapter), Helena Wong (Global Board) and Betty Estrada (Global Board and Latin America Region Ambassador).  EY - P&G Alumni Network Partnership Discussion https://vimeo.com/289942359 16
  17. 17. How to harness the EY Partnership at Chapters to create a 2 Way Value Exchange What EY asks - Attend P&G Alumni events and get insight on which alums to approach as potential clients - Connect with EY Entrepreneur of the Year (EOY) representative in Chapter geographies - Invite one P&G Alumni Leader (Board or Chapter) to their respective EOY event (ie: Mexico City, Cincinnati, San Francisco, etc.) - Access to P&G Alumni speakers for internal EY learning and EY clients (e.g. panel/thought leaders for topics such as Future of Work, Future of Cities, Future of Consumer, etc.) - List of P&G Alumni Network Chapter Leaders - Share EY tax alerts as a way to have presence What P&G Alumni asks - Rich’s help to put together an event about the EOY program - EY sponsorship for a Chapter event - EY speakers and program content ideas (e.g. ‘Future of’) for Chapter events - EY speakers for webinars - Contacts for local markets in US/Global chapters - Venues for P&G Alumni Chapter events - Send Steve, Betty and Helena thought leadership pertaining to the Future Consumer Now - Content for Nexus P&G Alumni quarterly newsletter 17
  18. 18. Attachment 1 – Participant Expectations - Global - Energize, reapply to Geneva - Baltimore - go beyond social - Carolinas – action plan to re-start - Chicago – reapply best practices - New York City – synergies, get more alums signed in data base, speakers - North Texas/DFW – motivate interest - Phoenix/Scottsdale – find alumni, activate the chapter - Princeton – start a chapter - South California / Los Angeles – energized and connected, how to better run a regional chapter across a broad region - South Florida / Miami – share best practices, re-start - Toronto – re-launch - Washington DC – how to reboot, inspire - Chile – re-start, be inclusive - Brazil – learn successful cases, how to contribute - Costa Rica – set up chapter, network - Guatemala – set up chapter, boost - Mexico – strengthen global network, contribute - Puerto Rico – connect Puerto Rican alumni living in Continental US to US Chapters, connect Latin America members to US - Panama – start up the chapter 18
  19. 19. Attachment 1 – LOWER PRIORITY PROJECT PROPOSALS FROM SEGMENT 2 GROUP EXERCISE THAT WEREN’T SELECTED 1. Support new alumni programs with funding grants, not loans 2. Leverage the digital platform to generate new revenue streams a. Leverage new digital platform as a resource for business opportunities b. Preview/test the digital platform 3. Leverage the new digital platform to increase networking a. Platform to foster networking/collaboration b. Leverage new digital platform for recruiting and talent identification c. More/better use of LinkedIn to strengthen collaboration 4. Pop up events process (turnkey) 5. Share tools and resources a. Share financial plans / concepts for starting chapters b. Share chapter survey c. Share global research and segmentation 6. Do events in Innovation centers: e.g. in Atlanta: Delta, GP, HD, Microsoft 7. Increase access to names of high-profile speakers a. Think outside US b. Marketing/Advertising directors c. Sports execs, always big pull d. Directory of C-suite and/or speakers 19
  20. 20. What does a Strong Chapter Look Like? Atlanta Chapter - Board: Recruit 2-5 committed, energized Board members. Use distributed leadership. - Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want. - Funding: Utilize the Global repayable loan program. Get a sponsor to subsidize expenses. - Programming: content is king. Recruit compelling thought leaders. - Communication: Program announcements via Constant Contact – work with Global/Niki. Send ‘save the date & register’ email 6 weeks prior to event. Send weekly invites to non-responders. Send multiple reminders 1 week before. - Scaling: Encourage P&G Alums to invite work peers & family as guests - Engagement: For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter awareness, trial & adoption - Pricing: $20 in advance & $30 at door price points have worked in Atlanta market - Culture: Build philanthropy into your Chapter DNA 20
  21. 21. - Consistent Strong Leadership: Leader has built and led chapter for 18 years. - Board: energized 15 Board members (including 7 sub-chapter leaders). On-going organizing committee for the events. - Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want. - Funding: Get Sponsors to pay for some of the expenses – leverage the benefits of the P&G Alumni Network - Programming: Provide events that have interesting and relevant topics for your community. Examples of the 6 forums of China: a) Cross-border E-commerce b) The “She/Women” economy c) “Zero to One” – about succeeding as an entrepreneur d) Education e) A.I. technology f) IP – how to leverage traditional Chinese culture - Communication: On going communication via WeChat social platform. Every 2 weeks send out an interview of an Alum. What does a Strong Chapter Look Like? China Chapter 21
  22. 22. - Scaling: 3,000 alums (65% millennials) and growing - Engagement: 50% of active members. For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter awareness, trial & adoption - Value creation initiatives => PGA Fund ( 2 funds) – major source of networking for a core group - Funding and Sponsorship - Several major sponsors who wants to reach out to a large, prestige network - Pricing: Equivalent to $20-30 per forum, and $ 80 for annual Conference (incl. dinner) - Culture: “Never stop growing” - Why Alums want to join - They are proud of being a member. Sense of belonging and being part of a successful professional networking made of many successful people. What does a Strong Chapter Look Like? China Chapter continued 22
  23. 23. - Board: 17 Board members: Director, Secretary/Legal, Admin and 14 others participating in 3 Committees (Events, Philanthropy, Membership) - Well established: With 12+ years is the oldest in Latin America. Around 1,400 enrolled, 500 active members. Established as a non-profit organization with tax and accounting obligations. Bank checking account enables collections and payments. We issue tax-deductible invoices. Use Paypal and checking deposits for event fees. - Close relationship with P&G Mexico: Board Director owns relationship with P&G VP, Events Committee meets with HR and PR twice a year. Membership Committee is initiating a Project with HR and Purchases to define how to communicate and give priority for alumni entrepreneurs to become P&G suppliers. - Funding: P&G Mexico donation covers part-time Admin salary, external accountant fees and notary public fees. Event attendance fees are calculated to be cost-neutral. Seek sponsors for annual Re-Connect raffle (in kind). Use P&G Mexico facilities occasionally. - Programming: 4-5 events per year: enrichment/trends, museum exhibit private cultural visits, annual Re-Connect networking event, bi-annual Gala Dinner for Director-and-above networking. - Scaling: Allow P&G Alums to invite work peers & family as guests for enrichment/trends and cultural visits. - Pricing: US$30 average event cost, except for Gala Dinner which is US$125. No payments received at event. What does a Strong Chapter Look Like? México Chapter 23
  24. 24. - Communication: Program announcements via Constant Contact, PGAlums Mexico Facebook page invitations and LinkedIn profile. Send ‘save the date & register’ email 4-6 weeks prior to event. Board members send invitations via personal WhatsApp groups and personal e-mails. First country to implement automatic printing of “Alumni invitation letter” in exit process package for terminating employees (best practice reapplied in Latin America in 2017, globally in 2018) - Unique Philanthropy approach: • Use alum volunteers to create task forces o have a list of 100 volunteers o Task forces include 2-3 Board members and 3-4 alumni o Team formation depends on Project • Partner with Ashoka, a global organization www.ashoka.org, to identify for-profit social entrepreneurs with specific problems that can be solved via a 6-8 month intervention • Alumni task force and for-profit social entrepreneurs clarify and agree on scope of Project, success criteria, milestones. Meet at least once a month. • In addition to working to meet success criteria, Alumni task force builds capability so social entrepreneurs can be sustainable • Board has documented the intervention model • 2 projects at a time What does a Strong Chapter Look Like? México Chapter continued 24
  25. 25. GLOBAL & REGIONAL LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Helena Wong NYC Global Board, Co-Chair Membership & Engagement hwong10023@gmail.com 201-851-1001 www.linkedin.com/in/hele nawong/ Betty Estrada Mexico City Global & Mexico City Board, Co-Chair Membership & Engagement betestlo@gmail.com +52-155-5107-7544 www.linkedin.com/in/beat rizestrada Steven Cook Atlanta President Emeritus Atlanta Chapter, Atlanta Board, N. America Ambassador Steven@StevenCook.me 404-606-8284 www.linkedin.com/in/Stev enCook1/ Niki Siropoulou Athens, Greece Executive Director P&G Alumni Network niki@pgalums.com +30-6945-70-69-70 www.linkedin.com/in/nikisi ropoulou/ Yannis Giovanos Athens, Greece Digital Manager P&G Alumni Network yannis@netgurus.gr +30-6974-36-17-65 https://www.linkedin.com/i n/yannisgiovanos/ Marianne Iyer Boston Executive Director, P&G Alumni Foundation marianne.iyer@pgalums.com 443-540-7639 www.linkedin.com/in/mari anne-v-iyer-0605951a/ 25
  26. 26. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Harris Fogel Atlanta Co-President Atlanta Chapter Board hfogel04@gmail.com 404-576-6534 www.linkedin.com/in/harrisfo gel/ Larry McHugh Atlanta Atlanta Chapter Board larrymchugh@yahoo.com 267-258-6351 www.linkedin.com/in/larrymc hugh/ Cheryl Williams Baltimore Greater Baltimore Chapter Board cheryl@cghwilliams.com 443-813-2534 www.linkedin.com/in/cheryl- hudgins-william Karen Cornell Anderson Carolinas Potential North & South Carolina Chapter Board karen_c_anderson@ml.com 704-607-7135 www.linkedin.com/in/karen- anderson-2bb8285/ Yogesh Chavda Chicago Co-Chair Chicago Chapter Board yogesh@y2sconsulting.com 513-519-4935 www.linkedin.com/in/yogesh chavda1/ 26
  27. 27. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Ann Hoeger Chicago Co-Chair Chicago Chapter Board Ann.hoeger@thegoldenph oenixgroup.com 773-425-3800 www.linkedin.com/in/annh oeger Richard Cacciato NYC Chairman New York Chapter Board rcacciato@blue- iceberg.com 646-258-3360 www.linkedin.com/in/rcacci ato Gary Orosy Dallas-Fort Worth, TX President North Texas Chapter Board gary.orosy@gmail.com 940-391-3099 www.linkedin.com/in/garyo rosy/ Shantini Monthree Phoenix Potential Arizona Chapter Board shantini@brandkind.marketi ng 484-238-6585 www.linkedin/in/shantinimun three Karina Jones Phoenix Potential Arizona Chapter Board karinajones73@gmail.co m 480-364-2615 www.linkedin.com/in/klun go/ Debra Bass Princeton, NJ Co-Chair Princeton Chapter Board debra.bass@nuvo- group.com 908-492-0066 www.linkedin.com/in/debra -j-bass-3775372/ 27
  28. 28. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Pankaj Chopra Princeton, NJ Co-Chair Princeton Chapter Board pchopra3@its.jnj.com 310-292-3194 linkedin.com/in/pankaj- chopra-1ab7365 Valerie Sheppard Trabuco Canyon, CA Co-Leader Southern California Chapter Board valerie@HappytoBeME.net 949-241-3730 https://www.linkedin.com/in/ valeriersheppard/ Madeleine Wiener de Torsiac Southern California Co-Leader Southern California Chapter Board mwiener33@gmail.com 858-361-1554 linkedin.com/in/madeleine wiener Samantha Avivi Boca Raton, FL Chair South Florida Chapter Board Samantha@avivimarketing .com 561-221-3814 https://www.linkedin.com/i n/samavivi/ Ramon Palmero Delray Beach, FL South Florida Chapter Board ramon.palmero@gmail.co m 203-482-35230 www.linkedin.com/in/ramo n-palmero-8831744/ 28
  29. 29. NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Beatriz Castillo Fort Lauderdale, FL South Florida Chapter Board castillobea@hotmail.com 786-626-2745 https://www.linkedin.com/i n/beatrizcastillolara Ester Benzie Toronto Co-Lead, P&G Alumni Chapter, Toronto estherbenzie@gmail.com 416-272-3836 www.linkedin.com/in/esthe rbenzie Jeff Adler Washington, D.C. Co-Chair Washington, D.C. Chapter Board Jadler@vaultconsulting.co m 301-806-3850 https://www.linkedin.com/i n/jeffreyadler/ Svetlana Dimovski Washington, DC Co-Chair Washington, D.C. Chapter Board Svetlana.Dimovski@gmail. com 484-410-7064 https://www.linkedin.com/i n/dimovskis/ Anne Byerly Central Coast of California Potential Santa Barbara Chapter Board kbyerly1@gmail.com 215-385-4278 www.linkedin.com/in/anne- k-byerly NORTH AMERICA CHAPTER LEADERS 29
  30. 30. NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Frank J. Simone The Villages, FL Potential Central Florida Chapter Board fjsimone@hotmail.com 631-949-1864 Kelley Styring Portland, OR Potential Portland Chapter Board Kelley.styring@insightfar m.com 503-554-5567 www.linkedin.com/in/kelle ystyring/ NORTH AMERICA CHAPTER LEADERS 30
  31. 31. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Valeria Gerolamo Brasil Leader Brasil Chapter Board valeriagerolamo@gmail.co m +55-11-99560-3162 linkedin.com/in/valéria- gerólamo-098144 Marina Mattos Brasil Leader Brasil Chapter Board marina_staub@uol.com.br +55-11-99222-0663 www.linkedin.com/in/marin amattos Juan Pablo Davila Colombia Colombia Chapter Board Juan.davila@inalde.edu.c o +573157971264 Jorge Hernandez Costa Rica Costa Rica Chapter Board jorge.hernandez@cr.ey.co m jorge_herbet@yahoo.com +506-8339-7373 linkedin.com/in/jorgeherna ndezb/ Fernando Alvarado San Jose, CR Costa Rica Chapter Board fernandoafischel@gmail.c om +506-8827-6751 www.linkedin.com/in/ferna ndo-alvarado-fischel 31
  32. 32. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Leda de Garino Costa Rica Costa Rica Chapter Board garino.lp@gmail.com +506-88789292 www.linkedin.com/in/leda- de-garino-3477404 Cynthia Cañas Escoto Costa Rica Costa Rica Chapter Board cycaes@gmail.com +506-83834386 www.linkedin.com/in/cynthi a-cañas-524a3324 Matilde Wheelock Guatemala Guatemala City Chapter Board mattywheelock14@gmail.c om 502-5402-9595 www.linkedin.com/in/matild ewheelock/ Andrée Marie Asturias Stein Guatemala Guatemala City Chapter Board amasturias@belca.com.gt 502-40056607 www.linkedin.com/in/andré e-marie-asturias-stein- 1bb38a12/ Yamil Abraham Mexico City México Ciy Chapter Board abrahamyamil@Gmail.co m 011-52-5519650832 www.linkedin.com/in/yamil- abraham-6393581 32
  33. 33. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Patricia Spisto Mexico City México City Chapter Board patricia.spisto@beyond- consulting.net 521-55-619-38749 www.linkedin.com/in/patrici aspisto Carmen Gonzalez Mexico City México City Chapter Board siacgonzalez@prodigy.ne t.mx +51-155-5451-2384 Susana Elespuru Peru Peru Chapter Board selespuru@gmail.com +51-1-4410749 (this fixed line preferred) +51-999459614 www.linkedin.com/in/susan aelespuru/ Jose ( Pepe) Alonso San Juan, Puerto Rico Leader Puerto Rico Chapter Board pepealonso77@yahoo.co m 787-424-0408 www.linkedin.com/in/alons oja/ Maria Camila Vargas Santiago, Chile Potential Chile Chapter Board camila@kitegroup.cl 569-57881016 www.linkedin.com/in/mari a-camila-vargas 33
  34. 34. Survey Toplines Key Take-aways Overall, Summit participants really liked it and found it well planned and helpful. See ratings on next page. - Sending the pre-reading material and the contact list were seen as very helpful. - People liked the video intros so they could see and hear who was talking. - The executive review of the Chapter Growth Toolkit and having Q&A was seen as very helpful. - The review of Chapter program best practices was seen as very helpful. - For those who attended the afternoon in-person Segment 2, the China conference was inspirational and useful. - For those who attended the afternoon in-person Segment 2, the workshop brainstorming and voting on value adding priorities and projects was seen as very helpful. The people who came in-person felt the Summit was much better than those who only participated in the video conference and it was a very productive meeting. Their comments explained that this was because they got a lot more from the interaction and the networking with the other participants. The in-person attendees gave a .83 point higher rating … 4.80 rating average versus 3.97 rating average … to the meeting than those who just participated in the video conference. See Summit Survey ratings and representative verbatims on following pages. The only negative was the video conference tech problems where a lot of people keep being dropped off and the interruption that this created. 36 respondents. 86% response. 34
  35. 35. Survey Toplines Segment 1 video conf. overall ratings SCALE RATING DISTRIBUTION HIGHEST/BE ST 5 8 4* 20 3** 5 2*** 2 LOWEST/WO RST 1 - AVERAGE 3.97 35 response. 1 person skipped question. SCALE RATING DISTRIBUTION HIGHEST/B EST 5**** 8 4 2 3 - 2 - LOWEST/W ORST 1 - AVERAGE 4.80 10 responses. Segment 2 overall ratings (Only people attending Atlanta work-session.) 36 respondents. 86% response. * “I was impressed that we were able to engage across such a vast team as individuals. Voices heard, faces seen, commitment felt”. ** “Would be a 5 if technology would had work better”. “Only reason not a 5 was the audio and it would have been great to see the video conference attendees faces. Otherwise it was well done”. “Primarily because of tech issues”. *** “Not because of content, but the video kept dropping for me”. **** “More than the goal accomplished. Good pivot. Good process. Excited if we pull off the outcome”! Overall Ratings for Segment 1 & 2 35
  36. 36. Survey Toplines 36 respondents. 86% response. - ‘I especially liked that we dedicated some time to know all the members of the team’. - ‘The logistics were superb. Tecnical challenges were minimum considering the complexity’. - ‘Proving the posibility of connecting everyone even if we were not attending the meeting’. - ‘Everything! Great leadership. LOVED having the agenda and attendees ahead of time. Very helpful learning on the agenda including the China video, philanthropy tie-in, etc’. - ‘Sending the presentation before hand to make the conference more efficient’. - ‘Overall logistics were impecable. I like the preparation. The agenda was well designed and helped a lot to get to the end result. Having the session live brought tremendous value for content and networking’. - ’Engaging all of the chapters. Meeting and sharing of ideas. We learn from each other’. - ‘Excellent organization & agenda. Possibility for all chapters to intervene & share best practices. Good overview about what is being done Providing materials to help chapters share great ideas & not have to start from scratch. There is no reason why any chapter should feel that they are starting at "0" when there is a wealth of information readily available. At P&G, we learned "search & reapply". This is what I liked most. The other was making connections & having met people to connect with and call / email / video conference. The Network is about connecting & building relationships. This session underscored that & will help strengthen all relationships within the chapter & among the chapters & the Network & Foundation’. What was done right? Representative verbatims. 36
  37. 37. Survey Toplines 36 respondents. 86% response. - ‘Thank you for all the hard work. It was a great "refresh" in the P&G culture/processes I value’! - ‘A terrific beginning team. Bravo’! - ‘Continue doing meetings like this one’. - ‘To keep on working on this direction’. - ‘I believe it was very productive and useful for new Chapters’. - ‘Very helpful and inspiring to open our chapter’. - ‘I only wish I was there in person’. - ‘I thought it was very well done and helpful. I was resistant about attending but I'm grateful that Helena kept after me. Thanks for organizing it’. - ‘EY was an excellent host and the time they spent with us really has me think of this company in a very warm way. They won me over in half a day’. Is there anything else you want to tell us about the Summit? Representative verbatims. 37
  38. 38. Survey Toplines 36 respondents. 86% response. - ‘I would encourage them to participate in person. The dynamics between the participants were very good and helpful’. - ‘It is a great networking opportunity. Take advantage of it’. - ‘Precisely get connected with a mature Chapter in order to take advantage and increase capabilities’. - ‘Being able to listen to the other lederes and enjoy what they are doing is super valuable’. - ‘Nothing beats meeting face to face to spark ideas’. - ‘Be part of something bigger than yourself’. - ‘The face-the-face time is priceless. It’s a investment that will pay off in spades. I also think that the Americas level of Summit is appropriate to drive some big impact’. - ‘The quality of the content and the opportunity to connect with other chapter leaders is invaluable. The only other opportunity to get this quality of dialog is the global conference and that only happens every two years’. - ‘SO helpful to understand the resources AND meet others who you can call on to help/share best practices’. What would you tell another Chapter Leader to encourage them to participate in a future Chapter Leadership Summit? Representative verbatims. 38
  39. 39. Survey Toplines 36 respondents. 86% response. - ‘What a wonderful opportunity to strengthen relationships and have new ideas for your chapter’. - ‘Knowing what other chapters are doing, their experiences and successes, will help build or strenghthen their chapter. It is also important to build a strong internal network’. - ‘Great to learn how to leverage resources from Global and other chapters’. - ‘It can help accelerate your chapter and introduce you to other chapter leaders’. - ‘Can learn from others so as to not reinvent the wheel and get some creative ideas’. - ‘There is a lot more we can do that you can imagine, specially when you see chapters that have been in place for a long time’. - ‘You will have the opportunity to meet your peers and hopefully in the future, exchange idea, share success stories, etc’. - ‘Make the time & don't underestimate the benefit of participating in something like this. You will get something out of it - I promise’. - ‘You will lean more and network than you could ever imagine’. - ‘They missed a great summit!’ What would you tell another Chapter Leader to encourage them to participate in a future Chapter Leadership Summit? Representative verbatims. 39

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