presidents assembly monthly webinar september 16, 2010
TRANSCRIPT
Presidents Assembly
Monthly Webinar
September 16, 2010
During the Webinar – Just Ask!
Please use this question area to communicate with us throughout the webinar. Have a question…type it!!
What Chapter do you represent?
Please use your GoToWebinar Question box to type in the name of your Chapter…
Update Your Chapter Leadership Roster!
Log into nawbo.org to update your chapter leadership roster – we need to know your current officers and board members•Receive appropriate communications•Receive rebate reports•Receive membership reports
Contact [email protected] to get your password or be authorized administrator to update roster
Molly Gimmel Rachael BenderGreater DC Chapter Fort Lauderdale Chapter
Chair Chair-Elect
Molly Gimmel Rachael BenderGreater DC Chapter Fort Lauderdale Chapter
Chair Chair-Elect
Presidents Assembly Leadership
2010-2011 Presidents Assembly Steering
Committee
Anne Freedman NAWBO Miami
PASC Northeast & Mid-Atlantic Region
Lola KakesNAWBO Tucson
PASC Western Region
Linda CooperNAWBO Central
Oklahoma
PASC Southern Region
Angelika CoghlanNAWBO Chicago
PASC Midwest Region
NAWBO REGIONAL BREAKDOWNS
Northeast & Atlantic Region Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia
Midwest Region Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri
Southern Region North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana
Western Region Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii
Steering Committee Roles & Responsibilities
Presidents Assembly Steering Committee is responsible for: •Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters
•Facilitating chapter collaboration/information sharing via webinars & meetings at national conferences
•Creating a community of chapter leaders
•Helping chapter leaders with strategic planning, problem resolution, etc.
The Presidents Assembly is responsible for filling four positions on the National Nominating Committee – the group that chooses the members of the National Board of Directors
If you are interested in serving on this Committee, please email [email protected] and we will send you an application
If you would like to nominate someone to serve on this Committee, please send their name and email address to [email protected] and we will contact them
NATIONAL NOMINATING COMMITTEE
Webinar Schedule
Mark Your Calendar NOW!Webinars will be held on the third Thursday of every
month at noon Eastern time.
Upcoming Webinars:•Oct 21 – Communications (within board, board to members) •Nov 18 – Member Retention •Dec 16 – Fundraising (other than corporate partnerships)•Jan 20 – Public Policy (state & local)•Feb 17 – Programming & events•Mar 17 – New Member Recruitment•Apr 21 – Public Policy (national)•May 19 – Strategic Alliances
PA Facebook Page
Use to share news and information; exchange best practices; ask for help; etc.
All chapter leaders are welcome to join.
Please do not use to market your business.
News from National
Molly GimmelPASC Chair
OBJECTIVES To increase and expand chapter support by providing tools to support
our local chapters with improvements and updates on ongoing basis The all-new Online Chapter Resource Center provides chapters:
Visual Resources and Instructional Presentations Bylaws and Policies Forms and Templates Chapter Best Practices Library Chapter Operations Manual National Strategic Plan Overview and Strategic Plan Templates
All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Please update your Chapter Board Roster.
CHAPTER RESOURCE CENTER
The NAWBO PAC has been re-launched to provide NAWBO with a voice at the national level regarding issues affecting WBOs
The all-new Online Legislative Action Center provides: Contact information for elected officials at the national, state, and
local level Information about candidates running for election for national,
state, and local offices The ability to subscribe to policy briefs & email alerts Advocacy toolkit Policy briefs on WBO & SB issues
Legislative Action Center is open for all members and non-members
PUBLIC POLICY
CHAPTER ADMINISTRATION ISSUES
New Board Roster Forms are in Chapter Resource Center under “Forms and Templates” Designate chapter administrator for web access Designate recipient of chapter rebate reports Complete and send to [email protected]
D&O Insurance Renewal Forms were sent out in August. Certificates will be sent out in the next couple of weeks.
All chapter board members must be current with membership dues!!!!
REGIONAL LEADERSHIP SUMMITS
OBJECTIVES To provide chapters with an overview of the long-term
strategic plan and priority objectives for NAWBO To provide access to chapter resources and capacity
building opportunities To open and leverage direct line of communication and
engagement between NAWBO and local chapters To offer networking opportunity between chapters at the
regional level; and to share best practices amongst peers to support each other’s growth and success
To collect pertinent data and information about local chapters
REGIONAL LEADERSHIP SUMMIT
Southern Regional Leadership Summit (Go for the Greens Conference)
Thursday, September 23, 2010
Disney Resort, Orlando, FL
NEXT YEAR’S SUMMITS (planned, dates/locations subject to change)
Western Regional Leadership Summit
February in Tucson, AZ
Midwest Regional Leadership Summit
May in Kansas City, MO
Northeast/Mid-Atlantic Regional Summit
November in Washington, DC
FUTURALLIA 2011
NAWBO is a Network Partner for this annual international conference for small & medium sized business enterprises
Will be held in Kansas City on May 18-20, 2011 Expecting over 1,000 attendees Each registrant selects other attendees from catalog that
they are interested in meeting, forum sets up 16 30-minute one-on-one sessions
Exhibit hall plus plenty of networking time Ideal for companies interested in doing business
internationally or looking for partnerships
Fiscal Management
Angelika Coghlan
Immediate Past President
Chicago Chapter
Polling Question #1
Efficiency
• Three Basic Elements– Experienced Staff– Accounting Software– Policies and Procedures
Efficiency
• Outsourcing
• Translating Financial Information
• Take the time to understand the numbers
Polling Question #2
Policies and Procedures
• Documented Roles and Responsibilities
• Control and Compliance
• Identify potential weaknesses regarding internal control
• Manual vs. automated
Cash Flow and Management
• Have and follow an approved budget
Cash Flow and Management
• Cash Projections – at least 6 months
Cash Flow and Management
• Cash Reserves – at Least 6 months
Polling Question #3
Corporate Partnerships
• NAWBO’s Value Proposition– Women Mean Business– Organization of Decision Makers– Building Relationships
Polling Question #4
Sales Process
Inqui r y
N e xt Ye ar
In tr odu c tor y M tg -E.D ., L iai s on , 1 s t
s ale s c on tac t
Liai s on A s s ig n e dS ale s , E.D .,
P r e s ./P r e . E.
C on tr ac t s ig n e dby E.D ./P r e s .
S p e c i a l C i r c u m s t a n c e s( o u t s i d e m a t r i x )B o a r d A p p r o va l
N e g o t i at i o nss al e s , E .D .,
P r e s i de nt andP r e s i de nt E l e c t
N e g otiation s an dC on tr ac tIn i tiation
AC TP kt . s e nt
S ale s F o rc eC o n tac t toP o te n tial
C o rp o rate P artn e r
D e ad/R IP
F /U m tg /TC
M e e t i ng s e t /F /U(Sal e s , E .D .,
P r e s /P r e s . E )
C P Sal e s F o r c eD e b T # 1J an Aa # 2
o the r s TB D
C .P . s al e s fo r c ei n i t i ate d F /U
TC al l and appt .m ade
E .D .no t i fi e d/i n i t i al
TC al l
Te l e pho ne c al l too ffi c e fr o m
po te nt i al C P Greater Tuscan’sCorporate PartnerSales Process
Where do you start?
• What is your process for identifying, soliciting and contracting with CP's?
• Who participates in the sales process and are there different levels of sponsorship that you offer?
• Do you have any leave behind marketing materials regarding the opportunity you utilize? Is there a matrix of sponsorship levels you use in the process?
• How much does your Chapter receive in cash and in-kind CP's and who are your biggest contributors?
• How do you maintain the relationship? Do you have Liaisons from your Chapter assigned to the CP's?
• Do you have people that can sell NAWBO?
Mentor Level $10,000
Leader Level $7,500
Champion Level $5,000
Colleague Level $2,500
Platinum Level $20,000
• Best Practice……NAWBO Chicago’s
CP Prospecting Breakfast
Prospecting• Poll Chapter Members• Previous CPs• Who gives? Why do they give?• Chapter Connections• Past Presidents and board members• Women Owned Businesses
Ask Questions
• What is the goal of partnering with NAWBO?
• What do they hope to achieve?
• What’s important to them?
Increase Probability of Success
• Be prepared, know the corporations culture and what their position is on small business/minority business.
• Have a 1 pager with your ASK• Follow up - ask if there anything else they need
from you or when you can expect an answer.• Post mortem - if you don't get the partnership -
ask for a meeting so they can tell you why - learn from it - change your pitch and your messaging
Measuring Success
• Formal Contract
• Implementation Calendar
Polling Question #5
Questions?
Thank you for participating in
NAWBO Presidents Assembly Webinar!
•We look forward to talking to you next month. The webinar will be on October 21st at noon Eastern.
•To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community
CONTACT NAWBO
Member Services: [email protected]
Chapter Services: [email protected]
Presidents Assembly: [email protected]
News/Article Submissions: [email protected]
Website/Technical Support: [email protected]
