This slide deck was used for the South Florida HDI Leadership meeting and transition to a new Board of Directors

1. Please Join our Social Media Sites
60 Fans
2800 Emails
181 Members
65 Members
240 Followers
https://www.facebook.com/soflahdi
@HDI_So_Florida
882 Contacts

2. South Florida HDI
Leadership Interest Meeting
October 30, 2013

3. Agenda
• 5:00 PM Networking & Registration
• 5:15 PM Introduction of Board and each
attendee
– Why are you here?
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5:30 PM What is South Florida HDI?
6:30 PM Appoint Officers
6:45 PM What’s next?
6:55 PM Closing
7:00 PM Dinner and Drinks
@HDI_So_Florida

4. Objective
South Florida HDI is a young and lively community of
IT Service and Technical Support professionals,
focusing on sharing knowledge, experiences and
relationships.
Our meetings are held quarterly in the South Florida
tri-county area. Currently we have in excess of 100
members representing greater than 50 top South
Florida companies across different industries.
Join us and be part of the fun, exchange ideas and
grow together in this young exhilarating community.
@HDI_So_Florida

5. CIO Value Prop: Creating Actionable Awareness
Empowering informed decisions by sharing knowledge, relationships and experiences
Expand your network of peers
and industry colleagues; take
advantage of others
perspectives and experience.
Access to a substantial repository
of information, best practices, the
latest industry trends (Yearly
Practices & Salary) and training.
KNOWLEDGE
RELATIONSHIPS
HDI Buyer’s Guide, aimed at
helping guide products and
services to the people who
need them.
EXPERIENCES
Case Studies and timely topical
discussions delivered through
regular newsletters, meetings,
webinars and conferences.
Strengthen internal team
collaboration through
membership and participation
in a common organization

6. Foundational Success
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Attitude
Collaboration
Teamwork
Processes
Business/Consulting
Mindset
= Success

7. SWOT Analysis
Strengths
• Foundation of Success (COE)
• Bank Account $$$
• Experienced Officers
• Speaker contacts
• Meeting location
• Sponsorship
• HDI National Recognition
Weaknesses
• Volunteers & Board
• Sustainability and Succession
Planning
• Membership numbers, Palm Beach
• Communication, Website, Social
Media
• Lack of growth
Opportunities
Threats
• Latin American growth
• Chapter shutting down
• Virtual/webinar meetings
• Lack of Interest
• Collaboration with other user groups
• Dynamic meetings

8. Starting your Diet
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Born: October 2008
Weight: 10 Officers on the Board of Directors
Height: Bi-weekly Conference Calls
Birth Certificate: Chapter Bylaws
@HDI_So_Florida

9. Goals for Starting your Diet
Financial
Customers
• Increase Memberships
• Increase
Partners/Sponsors
• Increase Revenue
• Increase Financial Surplus
• Share Experiences
• Share Knowledge
• Share Relationships
Results
• Achieve top 3 point total in National Circle of Excellence
• Recognized as the premier local IT user group in South Florida

10. HDI means what to you?
@HDI_So_Florida

11. Membership - Help
 PRE-EVENT
 Prepare meeting roster with RSVP’s
 Prepare nametags for those who RSVP’d
 Call campaigns when required
 EVENT
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Assist with registration table (Sign-in, nametags…)
Greet and welcome guests (Members/Non-members)
Membership drives (1/2 per year)
Promote / Market HDI Membership
 POST-EVENT
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Update HDI CRM with attendees info (Attended, Walk-in, No-Show)
Enter/update contacts information in CRM
Process new HDI member applications
Prepare 2 mailing lists for “Thank You For Attending” and “Sorry You Missed It”
@HDI_So_Florida

12. Membership
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Coordinate membership drives and related activities to promote HDI
membership
Maintain HDI Members and Non-Members contact information current in the
CRM DB
Create RSVP roster for events and keep track of attendance for the event and
update CRM post events
Create Membership and event metrics and publish on the web-site
Create and maintain Membership content on the South Florida web-site
Manage the registration table at events with sign in sheets, badges and
welcome participants
Send letters to new members, renewals and members that don’t renew their
HDI membership
Perform phone campaigns to HDI members 1-2 per year and as needed per
events
Provide Membership contents/articles for the Newsletters
Maintain the Members-Only Portal accounts current
Maintain member Google map
@HDI_So_Florida

13. Communications
• Quarterly Newsletter
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Defines Content Outline
Solicits content from officers, members, vendors
Oversees composition of online newsletter
Hosts regular development meetings
• Chapter Meeting Invitations
– Obtains program information (presentation title,
presenter bio) from VP Programs
– Schedules Invitations to go out weekly on each
Wednesday beginning six weeks prior to meeting
@HDI_So_Florida

14. Communications
• Chapter Meeting Press Releases
– Coordinates release of meeting information to
local publications, trade newsletters, etc., three
weeks prior to meeting
• Special Event/Meeting Announcements &
Invitations
– Invitations sent weekly beginning at least six
weeks prior to meeting
@HDI_So_Florida

15. Communications
• Social Media
– Oversees posting and updating of chapter
news, happenings and promotions on all
relevant Social Media websites
• Chapter Website
– Oversees content development and ensures the
chapter website is a living communications tool
@HDI_So_Florida

16. Communications
• Growth Strategies
– Utilizes the voice of the VP of Communications
office to grow chapter membership, event
attendance and recognition of the chapter
within the community and among peer
chapters and groups
@HDI_So_Florida

17. Communications - Officers
• Newsletter Editor
– Composes on line newsletter
– Assists VP in soliciting content from offices,
members, vendors
• Social Media Coordinator
– Responsible for management of all chapter
announcements, happenings and promotions
on Social Media Websites
@HDI_So_Florida

18. Communications - Officers
• Webmaster
– Webpage updates, content and document
management
– Web graphics design creation
– Assist the board members in content management
support
• Dynamic Content Editor
– Assists Webmaster with posting of dynamic
audio/video content
– Coordinates posting of Chapter videos and
multimedia to YouTube, etc.
@HDI_So_Florida

19. Communications - Officers
• Communications Coordinator
– Assists the VP of Communications with
development and release of meeting
invitations, special event announcements, and
distribution of chapter meeting information to
press, social media and websites.
@HDI_So_Florida

20. Programs Activities & Strategy
The Programs is responsible in setting
up the Events/Meetings
Some of the involvement are
composed of:
Topics
• Assist in acquiring ideas for Topics from
Member Surveys and Technology trends
Speakers
• Assist in obtaining industry leaders on specific
topics
Sponsors
• Leverage and enroll sponsors based on Topics
to obtain and produce a well rounded solution
to the event/meeting
@HDI_So_Florida

21. Programs
• Organize different meetings, AOY, CIO Panel, Vendor
fair, social events, meeting with other user groups
• Chair off line conference calls
• Logistics of meeting, location, meeting checklist
• Build and develop program content
• Maintaining of yearly calendar
• Create communication meeting invite with
presenter bio and title of meeting to provide to
Communications
• Speaker liaison
• HDI Sponsored Training
@HDI_So_Florida

22. Programs
• Audio/Visual
@HDI_So_Florida

23. Programs needs YOU!
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Let’s start with “What will you take away” -- visibility within the local
IT community, knowledge of trends and best practices from Leaders in
the Industry, recognition among peers, motivation that re-charges the
batteries for life
YOU are part of the Programs even if you are just being a spectator or
actually bringing the Topics to fruition
WE need you to helps US get better
Tasks take 5 Hours or less per week – Teamwork!
WE build new relationships with colleagues and Industry Leaders
Be Part of something BIG ---YOU ----Your own development
Share your experience and time with others just like you
You don’t need to be a Manager
You don’t need Experience
@HDI_So_Florida

24. Sponsorship/Partnerships
• Review current policy and update it
• Obtain additional sponsors
• Create partnering programs with existing or new
vendors to reach out to each other’s customers
• Find ways to introduce members to current sponsors
• Survey each sponsor after each meeting to obtain
feedback for improvement
• Ask sponsors for program
• Develop value proposition
@HDI_So_Florida

25. Finance
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VP of Finance
Balance account
Sign off on checks
Approve expenses
Enter info in Quicken

26. Thank you to our Sponsors!
@HDI_So_Florida

27. South Florida HDI
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President – Sony Fenelon
President Elect - ?
VP of Membership - Tony Di Perna
VP of Sponsorship - ?
VP of Finance - Eddy Fuente
VP of Programs - ?
VP of Communications - ?
Webmaster - ?
Social Media - ?
Strategic Advisor - Albert Noa & Eddie Vidal
@HDI_So_Florida

28. @HDI_So_Florida

29. Volunteer?
@HDI_So_Florida

30. Closing
• Additional Networking
Dinner Location
Carolina Ale House
8669 NW 36 Street, Doral, Florida 33166
@HDI_So_Florida