Presentation Transcript

1. Roadmap to Results Competition

   Developed by Alan Krieger, Robin Weintraub, and Bill Sorel (Coordinating Committee)
2. Project Objectives Lay the groundwork for future business opportunities for members Promotion for the Consulting Alliance Center piece of the 20th Anniversary Celebration
3. Benefits to CA Members Builds awareness and credibility for the Alliance and participating Members Low-cost way to identify organizations in need of consulting assistance (CA lead generation) Learn detailed information about company needs through the application process (Member lead generation) Potential follow-on work to assist with exploration or execution of ideas generated from the Consultation (Participating Member lead generation) Companies see us in action (Participating Member lead generation) Builds connections with other CA members through a work-based experience Continue to build a collaborative spirit among members Project has many roles enabling participation by many members
4. Four Phases Planning Promotion/PR Selecting Winners Consulting
5. Project Teams Coordinating Committee Planning Team Promotion Team Selection Team Consulting Teams
6. Coordinating Committee Build the foundation of the initiative Solicit for other teams and coordinate their work. Gatekeepers of the mission and core values. Liaison to the Anniversary Committee Participate on the other teams to ensure continuity
7. Planning Team Craft framework for competition Define legal requirements (including documents to be signed – NDAs, release of liability, publicity release, etc.) Develop application process Develop selection criteria
8. Promotion Team Work with Anniversary Chair Pauline Bartel to promote the competition and solicit applications Promote the celebration event/winner announcement Promote the consulting process and results/testimonials 
9. Selection Team Review incoming applications Create short-list of finalists for Consulting Team consideration Manage logistics and communications to applicants regarding in-person interviews for finalists
10. Consulting Teams Conduct interviews with the 3 finalists in their subject area and select the winner Provides free consulting to the winning organizations using a defined process
11. Consulting Team Selection Send notice to the membership requesting participants for 2-3 teams. Requires completion of a short application. Coordinating Committee reviews applications and selects 2-3 teams; submits to the Anniversary Committee for review/approval. Teams must have at least 3 seasoned consultants and may have up to 6 consultants total.
12. Anniversary Celebration All applicant companies, assisting Chambers, and business leaders invited with members. Event will be widely publicized as open house to meet the Consulting Alliance and the winning companies. Winning companies are announced at the celebration. A major networking and PR opportunity for the CA and all of its Members. Create tables of consulting specialties around the room for prospects to meet relevant members. Members who participated in the project will be given priority slots at the tables.
13. Consultation Process Consultants request and review specific background materials from the winning company. Hold a one-day briefing session at the client offices. Next day - consultant team maps out everything heard, identifies opportunities, clarifies issues and develops a proposal of idea/suggestions. Optional – ask for a little more data or follow-up questions and finalize the recommendations. Prepare a presentation describing the short and long-term opportunities and the rationale. Conduct three-hour meeting the following week to present key findings and opportunity hypotheses to the client team. Discuss feedback. Client completes an evaluation survey and provides testimonials which CA can use for promotional purposes. Project ends.
14. Proposed Timeline
15. Planning Team Time Commitment Set eligibility and selection criteria. (2-3 phone meetings) Develop on-line application and application submission/review process (2-3 phone meetings and offline development) Design the announcement of winner, event, promotion and any follow up (2-3 meetings and offline development) Can probably be done in 4 meetings : 4 - 6 hours, plus a few hours in between.
16. Promotion Team Time Commitment Work with Pauline to promote the competition and develop promotional materials (2-3 meetings plus time in between) Develop on-going media opportunities Document the process
17. Selection Team Time Commitment Develop selection matrix/scoring system. Review all applications and score. (3-6 hours) Select “short list” in each category. (1-2 meetings) Set up logistics for the interview (3-6 hours for the team overall, divided among the members) Can probably be done in 4 meetings – 4-6 hours, plus hours to review applications.
18. Consulting Team Time Commitment Conduct the interviews to select the finalist (1 day including a prep meeting) Meet to prepare an agenda and materials request (1-2 hours) Read the materials over a week (3-4 hours) Meet to finalize the agenda and roles; review with client and revise (1-3 hours) Meet on Friday with company for briefing; internal brainstorm on Saturday (2 full days) Come back the following week to present (1/2 day) This would be a 4 – 5 day commitment.
19. Measuring Success 20 CA members participate in the project Visibility to at least 25% of business leaders in the community Receive at least 25 applications for the competition At least two members get follow-on business CA gains at least 10 viable business leads Gain 10 new members within three months of project completion At least 125 people attend the Anniversary 2/3 of the winners write testimonials Winners gain a list of actionable items and implement 3 - 6 of them within 3 months of consultation Minimal negative fallout from members, applicants, winners, media 100% have fun working on this together