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Practical Strategies to Serve Members and Create Sustainability

CSO SERVICES/PRODUCTS AND
SUSTAINABILITY
Ideal set of conditions


Practices & strategies to consider


         Pitfalls to Avoid
Observations            Ted Fujimoto
   & Strategies


                       Robert Benavidez - NM

                        Andrea Plucker - AZ
               Panel
                        Marco Rafanelli – CO
                         Briana Swartz - CA



Inquiry/Share Out               You
Services/Products & Sustainability




              Need to   I wonder
       Know
               know        if…
Observations


      1         Leadership & Priorities


          Relationship Building and Customer
      2
                        Needs


              Measuring Success & True
      3
                   Sustainability
Strategies
      1    7 Touch Relationship Building



      2    Building around “sweet spots”



      3        Dedicated S&P Teams



      4   Separate boards/sub committees


               Financial Dashboard –
      5         Group/Product Level
              w/ Full Expense Loading
Strategies
      1    7 Touch Relationship Building



      2    Building around “sweet spots”



      3        Dedicated S&P Teams



      4   Separate boards/sub committees


               Financial Dashboard –
      5         Group/Product Level
              w/ Full Expense Loading
Cso Sustainability National Charter Conference2010
Strategies
      1    7 Touch Relationship Building



      2    Building around “sweet spots”



      3        Dedicated S&P Teams



      4   Separate boards/sub committees


               Financial Dashboard –
      5         Group/Product Level
              w/ Full Expense Loading
Strategies
      1    7 Touch Relationship Building



      2    Building around “sweet spots”



      3        Dedicated S&P Teams



      4   Separate boards/sub committees


               Financial Dashboard –
      5         Group/Product Level
              w/ Full Expense Loading
Strategies
      1    7 Touch Relationship Building



      2    Building around “sweet spots”



      3        Dedicated S&P Teams



      4   Separate boards/sub committees


               Financial Dashboard –
      5         Group/Product Level
              w/ Full Expense Loading
Robert Benavidez - NM           Andrea Plucker - AZ

 Marco Rafanelli – CO           Briana Swartz - CA



                                                     Example of service or
                                                     product and how these
 1         Leadership & Priorities                   three issues helped you
                                                     succeed or made things
                                                     difficult
     Relationship Building and Customer
 2
                   Needs                             -Wish you….
                                                         -Did more of
          Measuring Success & True                       -Did less of
 3
               Sustainability                            -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
     Relationship Building and Customer             understand school needs?
 2
                   Needs
                                                    Give us a sense of the
                                                    magnitude of effort…
Robert Benavidez - NM          Andrea Plucker - AZ

 Marco Rafanelli – CO          Briana Swartz - CA




                                                    How much due diligence
                                                    does it take to launch a
     Relationship Building and Customer             product or service?
 2
                   Needs
                                                    Or in retrospect, how much
                                                    due diligence do you wish
                                                    you had done?
Share out…




              Need to   I wonder
       Know
               know        if…
Contact Information
  Ted Fujimoto, President
tedf@consultlandmark.org
       415-963-4406
www.consultlandmark.org

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Cso Sustainability National Charter Conference2010

  • 1. Practical Strategies to Serve Members and Create Sustainability CSO SERVICES/PRODUCTS AND SUSTAINABILITY
  • 2. Ideal set of conditions Practices & strategies to consider Pitfalls to Avoid
  • 3. Observations Ted Fujimoto & Strategies Robert Benavidez - NM Andrea Plucker - AZ Panel Marco Rafanelli – CO Briana Swartz - CA Inquiry/Share Out You
  • 4. Services/Products & Sustainability Need to I wonder Know know if…
  • 5. Observations 1 Leadership & Priorities Relationship Building and Customer 2 Needs Measuring Success & True 3 Sustainability
  • 6. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  • 7. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  • 9. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  • 10. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  • 11. Strategies 1 7 Touch Relationship Building 2 Building around “sweet spots” 3 Dedicated S&P Teams 4 Separate boards/sub committees Financial Dashboard – 5 Group/Product Level w/ Full Expense Loading
  • 12. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA Example of service or product and how these 1 Leadership & Priorities three issues helped you succeed or made things difficult Relationship Building and Customer 2 Needs -Wish you…. -Did more of Measuring Success & True -Did less of 3 Sustainability -Did differently -Didn’t do
  • 13. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA What does it really take to build customer relationships and truly Relationship Building and Customer understand school needs? 2 Needs Give us a sense of the magnitude of effort…
  • 14. Robert Benavidez - NM Andrea Plucker - AZ Marco Rafanelli – CO Briana Swartz - CA How much due diligence does it take to launch a Relationship Building and Customer product or service? 2 Needs Or in retrospect, how much due diligence do you wish you had done?
  • 15. Share out… Need to I wonder Know know if…
  • 16. Contact Information Ted Fujimoto, President tedf@consultlandmark.org 415-963-4406 www.consultlandmark.org