master calendar 2014
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2014 Master Calendar - Tactics
2013 IASourceLink Recap
2013 objectives centered on developing and launching a comprehensive web portal to serve entrepreneurs and small businesses across Iowa by connecting them to the “best fit” of resource providers across Iowa. Guided by an independent Advisory Committee, the Kauffman model was adopted and IASourceLink platform established. IASourceLink strives to make it easier to start or expand a small business in Iowa by improving the visibility of available resources, ensuring access to these resources and easing navigation to these organizations.
Establishing a strong partnership with UNI has been key to IASourceLink success as it brings together IEDA and MyEntre.net human capital and services under one recognizable entity. At just one year, IASourceLink is ranked #4 out of twenty Kauffman affiliates for web traffic (19,535 visitors/1,627 a month). Governor Branstad highlighted the importance of IASourceLink’s to Iowa’s entrepreneurial efforts by noting its one year anniversary at his weekly press conference on November 18, 2013.
Looking over the past twelve months, we see IASourceLink services are now comprehensive, with the Resource Navigator hosting 320+ resource provider profiles, Statewide Calendar of Events seeing more 1,000 postings, Webinars experiencing almost 900 attendees, and the Business Concierge providing specialized assist to 48 clients. Integrating the Business Licensing component with this portfolio means over 800 clients have been assisted under IASourceLink.
Efforts to augment the website, reach out to resource providers and focus on outreach continue as 2013 comes to a close. The API bridge to Secretary of State is close to completion and will support the interface of SOS and Resource Nav information to more fully serve clients. Affinity partner logos for Secretary of State and Iowa Bar Association have been added and reciprocity provided. Evaluating our SEO efforts and using “Paid-to-Click” to increase web traffic are underway. Developing a monthly “Director Durham” column is the works to ignite client and resource provider interest. Concluding a touch base with the “Tier One” resource providers will be targeted. Last but not least, meeting with the IEDA Communications Team to initiate PR plan development and to develop a media friends network will be completed to ensure coordination between the IASourceLink team and the Authority.
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2014 IASourceLink Objectives
2014 objectives will centered on developing and launching a comprehensive web portal to serve entrepreneurs and small businesses across Iowa by connecting them to the “best fit” of resource providers across Iowa. Guided by an independent Advisory Committee, the Kauffman model was adopted and IASourceLink platform established. IASourceLink strives to make it easier to start or expand a small business in Iowa by improving the visibility of available resources, ensuring access to these resources and easing navigation to these organizations.
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Administration - IASourceLink
1. Craft and approve budget for IASourceLink
By - December 2013
Lead – Sherry
Status – UNI Budget Done
Next steps:
UNI share Google budget document with IEDA
IEDA insert dollar investment
Confirm marketing investment amount at Dec. 18 IEDA-UNI status meeting
Share and approve joint budget for ISL marketing and outreach
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Web Site Enhancement 1. API build out for Resource Navigator pull by Secretary of State
By - December 2013
Lead – Sherry
Status – coding in development
Next steps:
Weekly check in with IT team (USSL, IEDA, Aptera, SOS)
Follow up requested placement by SOS of ISL url as favored link and for “starting a business”
Reimburse Aptera for work
Joint media release formally announcing partnership /enhanced information
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Web Site Enhancement cont’d2. Place current affinity partners url on IASourceLink and ensure reciprocity for ISL on their sites
By - December 2013
Lead – Sherry
Status – SOS and Iowa Bar Association (IBA) urls are on ISL home page and placement for ISL requested
Next Steps:
Follow up on ISL placement
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Web Site Enhancement cont’d3. Assess current SEO and “Paid per Click” (PPC) By – February 2014 Lead – Rob & Sherry Status – to be completed Next steps:
Assess and report on current SEO status – Rob
Draft objectives for PPC – hold teleconf with Rob, Kevin, Sherry regarding options and Blue Chimp
Determine next step – secure provider
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Web Site Enhancement cont’d4. “From the Desk of Director Durham” monthly update
By - December 2013
Lead – Alana & Rob
Status – to be completed
Next steps:
Work with IEDA communication team to develop format for column and/or audio file. Determine how content will be developed (e.g. IEDA news in the queue / ISL ghostwriting)
Set timelines to coincide with monthly IASourceLink e-newsletter
First column, January 2014
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Web Site cont’d5. Webinar development and planning
By - January 2013
Lead – Rob
Status – to be completed
Next steps:
Identify 12 desired “themes” and “expert” for webinar for upcoming year
Webinar content “alert” to IEDA for proofing
IEDA return of any comments
Distribute electronically to “customers”
Enter webinar timelines into calendar: http://www.iasourcelink.com/s/content-calendar
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Outreach1. Highlight IASourceLink at Governor’s Press Conference
By - November 18, 2013
Lead – Sherry & Tina
Status – press conference held
Next steps:
Update front page image rotator with picture and text.
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Outreach cont’d2. Establish media “friends” network
By - December 2013
Lead – IEDA Communications Team
Status – to be completed
Next steps:
Identify press contacts to cultivate – Comm Team
Develop list of ISL/small business “tidbits” to share with “media friends” (12 ready to go content pieces) – Alana & Rob
Share “tidbits” w/ UNI for proofing and further distribution via UNI PR channels
Develop 2014 schedule for providing content (ex. every first Monday of the month) to “friends” network
Insert into Calendar http://www.iasourcelink.com/s/content-calendar
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Outreach cont’d3. Develop PR plan for promoting IASourceLink
By - December 2013
Lead – IEDA Communications Team w/support from ISL team
Status – to be completed
Next steps:
Identify resources (time vs. money) and developed finalized ISL budget
Goals, strategies, target audience, tactics
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Outreach cont’dMedia
4. Initiate PR Deployment
By - January 2013
Lead: IEDA Communications Team w/ support from ISL team
Status – to be completed
Next steps:
Implement outcomes from planning meeting (see slide 10)
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Outreach cont’dMedia
4. Implement Social Media Updates
By – March 2014
Lead – Rob & Alana with support from IEDA Communications Team
Status – to be completed
Next steps: Hold planning meeting with IEDA Comm Team to develop SM strategy, reviewing how this may
fit/support IEDA and IGOV ‘s ongoing efforts. From this establish schedule and allocate responsibility and frequency for supporting outlets.
During interim period:
Identify and list of “go to resources” for news – IEDA completed, send to UNI Facebook – 4 daily
Twitter – 3 daily
Specific media to review for inclusion includes:
IEDA’s “Business News Clips” for Twitter or FB - twice a week review
DSM Register Sunday Business/Tech/Entre. stories to FB
Monthly review of Hoot Suite and FB reports
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Outreach cont’dMedia
5. Entrepreneur “success story” article development and post
By - January 2014
Lead – Patrick & Alana with support from IEDA Communications Team
Status – to be completed
Next steps:
Develop 12 story ideas for featuring an entrepreneur article for a monthly feature that coincides with newsletter production timelines
Identify responsibility for contact, development and follow through
Identify “contingency” filler or back up – ex. a popular Kauffman or SCORE “success story” profile
Insert schedule into http://www.iasourcelink.com/s/content-calendar
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Resource Partners 1. Complete “Tier One” 2013 contact
By - December 2013
Lead – Alana with support from Chelsea, Patrick, and Rob
Status – to be completed
Next Steps:
Gather write-ups completed for summer 2013 Tier One provider visits
Develop script – purpose for telephone touch base with Tier One Partners
Summarize feedback and share with Team
Schedule visits for 2014 in May, June, July
Insert schedule into http://www.iasourcelink.com/s/content-calendar
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Resource Partners cont’d2. Solicit and schedule article “contributions” from resource partners
By - January 2014
Lead – Rob & Alana
Status – to be completed
Next Steps:
Identify list of service providers to request content for website /newsletter for the next 12 months
Lay out a “Jeremy template” for use - tell IASourceLink the 5 most important things about your organization and/or allow for articles of interest/timely pieces
Identify timeline and responsibilities
Insert production timelines into http://www.iasourcelink.com/s/content-calendar
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Resource Partners cont’d3. Electronic newsletter development and distribution timeline
By - January 2014
Lead – Rob
Status – to be completed
Next steps:
Establish schedule for newsletter development
Draft content developed by UNI
Draft content to IEDA for review/editing
IEDA return of any comments
Date to distribute electronically
Insert schedule into http://www.iasourcelink.com/s/content-calendar
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Resource Providers cont’d5. Annual Resource Navigator profile update
By – June 2014
Lead – Rob & Alana
Status – to be completed
Next steps:
Identify protocol and timeline for update of 320 provider profiles
Email blast – from Debi’s email - request provider review of profile information, include aggregate stats and offer to share individual if requested by provider
Allocate monitoring and follow up (for 320 profiles) among ISL team
Review and approve profile information
Close out – thank you from Debi
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Resource Providers cont’d6. Represent ISL at Quarterly Entrepreneurial Roundtable
By – February 2014
Lead – Alana w new Director or Rob
Status – to be completed
Next steps:
Coordinate representation at E roundtable with IEDA and UNI. Shared lead at the four scheduled quarterlies.
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Resource Providers cont’d7. Hold ISL sponsored “regional meetings” with resource providers
By – April to September 2014
Lead – Alana & Rob with support from EDA Communications Team
Status – to be completed
Next steps:
Identify resource providers associated with each region
Work with IEDA communications team to develop invite and promote event
Hold meetings and assign party (UNI & IEDA representatives) to attend
Solicit feedback/survey
Write up and report
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Resource Providers cont’d8. Annual electronic survey for provider feedback
By - November 2014
Lead – Alana & Rob
Status – to be completed
Develop list of key questions to solicit feedback for resource provider survey
Identify electronic mode for completing survey
Conduct survey
Review and report
Ensure ISL is included in the annual UNI Small Business Survey
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Affinity Partners9. Create “key prospects” list for affinity partnerships
By – January 2014 - ongoing
Lead – Alana & Rob
Status – to be completed
Identify key prospects for 1) state government Iowa state government, and 2) external organizations
Establish relationship guidelines
Develop program materials
Initiate recruitment
Governor’s Press Conference – November 2014
Annual Meeting of Affinity Partners – November 2014
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Operations 1. Coordination between Business Concierge and Business Licensing
By – January 2014 - ongoing
Lead – Patrick, Christine, Alana, Rob, Chelsea
Status – to be completed
Next steps:
Confirm information to be gathered when providing assistance to use “voice of customer interaction” (Question, Location, Results)
Establish protocol to input tracked data into BizTrakker
Identify frequency of reviewing information gathered
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Operations cont’d2. Implement tracking of customer interactions using IASourceLink BizTrakker
Platform
By - January 2014
Lead – Rob & Alana
Status – to be completed
Next steps:
Gain a shared understanding how customer interactions will be inputted into BizTrakker on an ongoing basis
Begin entering interactions effective January 3, 2014
Provide first quarterly report on BizTrakker numbers March 2014
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Operations cont’d3. Metrics - communicate and share IASourceLink accomplishments
By - February 2014
Lead – Alana and Rob
Status – to be completed
Next steps:
Select key metrics for reporting to customers, IEDA/UNI management and Advisory Committee and Resource Partners
Identify reporting formats
Establish reporting schedule
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Operations cont’d4. Complete training to ensure continuity of effort
By - February 2014
Lead – Alana and Rob
Status – to be completed
Next steps:
Review USSL instructional manuals and guidance for platforms
Attend two day tutorial with USSL on key “ins and outs” of using the platforms (Sitefinity, Resource Navigator, BizTrakker)
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Operations cont’d5. Annual IEDA – UNI Meeting
By - October 2014
Lead – Alana and Rob
Status – to be completed
Next steps:
Schedule meeting time with leadership
Prepare annual report of accomplishments, challenges and proposed goals for upcoming year
Provide report in advance of meeting
Hold meeting
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Operations cont’d6. IEDA – UNI Meetings
By – January 2014
Lead – Alana and Rob
Status – to be completed
Next steps:
Establish weekly touch base schedule
Establish a quarterly in-person meeting
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