cso sustainability national charter conference2010
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TRANSCRIPT
CSO SERVICES/PRODUCTS AND SUSTAINABILITY
Practical Strategies to Serve Members and Create Sustainability
Ideal set of conditions
Practices & strategies to consider
Pitfalls to Avoid
Observations& Strategies
Ted Fujimoto
Robert Benavidez - NM
Andrea Plucker - AZ
Marco Rafanelli – CO
Briana Swartz - CA
Panel
Inquiry/Share Out You
Services/Products & Sustainability
KnowNeed to
knowI wonder
if…
Observations
Leadership & Priorities
Relationship Building and Customer Needs
Measuring Success & True Sustainability
1
2
3
Strategies
Separate boards/sub committees
Dedicated S&P Teams
7 Touch Relationship Building1
2
3
Building around “sweet spots”
4
Financial Dashboard –Group/Product Level
w/ Full Expense Loading5
Strategies
Separate boards/sub committees
Dedicated S&P Teams
7 Touch Relationship Building1
2
3
Building around “sweet spots”
4
Financial Dashboard –Group/Product Level
w/ Full Expense Loading5
Strategies
Separate boards/sub committees
Dedicated S&P Teams
7 Touch Relationship Building1
2
3
Building around “sweet spots”
4
Financial Dashboard –Group/Product Level
w/ Full Expense Loading5
Strategies
Separate boards/sub committees
Dedicated S&P Teams
7 Touch Relationship Building1
2
3
Building around “sweet spots”
4
Financial Dashboard –Group/Product Level
w/ Full Expense Loading5
Strategies
Separate boards/sub committees
Dedicated S&P Teams
7 Touch Relationship Building1
2
3
Building around “sweet spots”
4
Financial Dashboard –Group/Product Level
w/ Full Expense Loading5
Robert Benavidez - NM Andrea Plucker - AZ
Marco Rafanelli – CO Briana Swartz - CA
Leadership & Priorities
Relationship Building and Customer Needs
Measuring Success & True Sustainability
1
2
3
Example of service or product and how these three issues helped you succeed or made things difficult
-Wish you…. -Did more of-Did less of-Did differently-Didn’t do
Robert Benavidez - NM Andrea Plucker - AZ
Marco Rafanelli – CO Briana Swartz - CA
What does it really take to build customer relationships and truly understand school needs?
Give us a sense of the magnitude of effort…
Relationship Building and Customer Needs
2
Robert Benavidez - NM Andrea Plucker - AZ
Marco Rafanelli – CO Briana Swartz - CA
How much due diligence does it take to launch a product or service?
Or in retrospect, how much due diligence do you wish you had done?
Relationship Building and Customer Needs
2
Share out…
KnowNeed to
knowI wonder
if…
