final wpc 2009 strategy and plan draft(3 4 09) ratekin edits

© 2007. CoreNet Global. All rights reserved.

Workplace Community 2009 Strategy

March 4, 2009


Vision of Communities- Prentice

1. Communities are central to CoreNet’s future

2. Communities reinforce a member centric culture and will be the source for Content

3. Communities are inclusive and interconnected.

4. Communities will help connect CoreNet to other professional organizations

5. Communities will inform a more robust value proposition to its members


CNG Communities- Monica

• 2009 Strategy– Not defined as of yet…next board meeting– Component Governance Committee will be formed to clarify strategy and structure

• Current Communities:– Workplace– Sustainability- working with outside organizations– Portfolio Management– Technology- on-hold– Healthcare?

• Key initiatives / Deliverables– Strengthen the connectivity between communities and value proposition to the membership– Component Governance Committee will be formed to clarify structure – Conversion of the interest of the Community members into CoreNet members– Increase communication on Communities– Increase engagement of membership

• Track virtual engagement and CNG will develop metrics and tracking process

2009 Strategy

Current Communities

Key Initiatives & Deliverables


Our Structure

KnowledgeChris Hood

OperationsKate North

Leadership Joel Ratekin


Our progress and focus….


WPC Growth Strategy - Joel


Knowledge Strategy- Chris

• Knowledge strategy– To leverage the passion of members– Identify areas of common interest– Charter the formation of teams around the areas of interest and “let them run”– Use the Advisory Board to test, critique and support the material as it advances

• Initiatives1. Building a SWAT team to advise Corporate end-users on Alternative Workplace

Strategies2. Identify opportunities for young people to enter CoreNet and benefit themselves and

the Workplace Community3. Advancing the integrated CRE, IT, HR proposition

• Deliverables– Content team output placed in the CNG Knowledge Center– Material to feed the webinar program– Content to support Summits, Chapter activity and Discovery Forums

Knowledge Strategy

Initiatives

Deliverables


Content Advisors

Content Advisors dispense expertise, perspective and wisdom to the members of active “content” teams


New 2009 Content Topics

New in 2009

Completed in 2007 & 2008


WPC Operations- Kate

– Expand Operational support to EU and AP

– Define an integrated process for Operations

– NA Operations • Empowered and focused leaders with expanded team• Successors program in place• Expand team to include Chapter Integration, Resource Management and

Content Management

•

– Execute deliverables stated in following slides

– Develop Process Maps for each Operational Area

– Named EU & AP Leaders

– Shadow a Successor

Operational initiatives

Operational Deliverables


Global Operations


WPC Operating Structure

New Operating Elements


Committee Lead CoreNet

Sponsors

Strategy

Membership Bryant Rice Lauren M Profile members and develop a strategy to connect to each otherDefine members needs, satisfaction and engagement levelsTrack and actively build our membershipAttract a diverse community (generations, background, nationalities, etc)

Communication Rich Jordan Karen M Complete full micro site deployment by year endDevelop PR CompetencyDeliver Quarterly Newsletters

Event- Summits

and Discovery

Forums

Len Pilon Linda D

Tim V

Build a stable process to support each repeated on-site eventEstablish an expert team to support experiential event activitiesDevelop post-event learning process

Learning Patrick Donnelly

Brenda W Deliver WPC Content into global webinars

Develop Workplace Curriculum and Process

Build a Workplace Strategies designation for 2010

Co-create a learning strategy for chapters

Research Jan-Peter Kastelein

Brenda W

Tim V

Develop a global Research Advisory Council

Increase scientific rigor utilizing PhD students

Launch initiatives with CNG and Content Leaders

Share and leverage findings

Recognition & Awards

Lynda Ward TBD Lead WP Communities involvement within the Global Innovator Award Program

Develop the process and criteria for the WPC Recognition Program

Identify ways to recognize members efforts based upon contribution

Workplace Community 2009


Committee Lead CoreNet

Sponsors

Strategy

Content Management

Jan Johnson Brenda W Formalize a deployment plan for content delivery to WPC membersCreate a process for assessing knowledge contentBuild organizational structure for content management

Chapter Integration

Bernice Boucher

Monica P Work with the regional Learning Chairs to develop a strategy to integrate

WP knowledge into the chapters

Identify WP Content Members primary chapter and recruit to support as appropriate

Build a Chapter team to support the strategy

Resource Management

Joel Ratekin Monica P Develop WPC Sponsorship initiativesWork with CNG to determine 2009 budget neededDevelop quarterly tracking on revenue generated by WPCAssess grant-seeking opportunities

EU Operational Lead

TBD=

ValorieHargett to provide Leadership

Monica P Build an Operational Team in EUDevelop 2009 goals and strategy for EUSupport an EU Summit

AP Operational Lead

Pam Keefe

Kate North to provide Leadership

Monica P Build an Operational Team in APDevelop 2009 goals and strategy for APSupport an AP Summit

Workplace Community 2009


Membership 2009 Strategy

I. Profile members and develop a strategy to connect to each other1. Analyze current membership

• Geographies• Membership type• Length of membership

2. Work with the website team to launch a compelling “facebook” profiles, helping members engage with members.

II. Define members needs, satisfaction and engagement levels1. Build a survey for membership

• Who are they?• Why do they want to be a member of the community?• What topics are of interest?• How do they want to engage?

2. Develop way to assess member engagement• Member satisfaction• Strength of participation

III. Track and actively build our membership1. Develop a process with CNG to build and manage an accurate member database

• Name, e-mail, etc.• Simple Profile: end user/consultant, generation x/y/millenial, preferred technologies• Newsletter, Linkedin, Summits, Website• Establish process map for updates and maintenance

IV.Attract a diverse community (generations, background, nationalities, etc)Membership

Bryant Rice

Successor: ?


Membership Deliverables

Deliverables/Programs1. Email a friend

• Email template for existing workplace members to introduce colleagues who may not be members to the group. Maybe give a point or a prize to whomever signs someone up (March-April) prior to Dallas Summit

2. Chapter Outreach• Create a PowerPoint presentation introducing the workplace community to regional chapters.

Presentation would be a 10 minute (maximum) introduction that can happen before chapter programs. It would be designed so it could be given by select current members in each region. (March-April ready) Rollout to select regions by November summit (6 minimum in ’09)

3. International Outreach• Similar to chapter outreach but with message crafted to international, June-July completion, roll

out at International summits and regional chapter meetings (3 minimum in ’09)

4. Emerging Leaders• Liaise with chapters that have recruiting for younger professionals and align with younger

members of community (workplace). Utilize social network and website to communicate membership advantages.


Initiative Timeframe WP Team Member

WP Community Connection

CNG Counterpart

Automate membership process, introduction

package, create directory with geographic

connections

Q1 Bryant Rice Rich Jordan Thomas Conroy

Analyze current membership and support development of survey (initial and on-going), implementation and

measurement

Q1 Christina Clark Rich Jordan Lauren Mountain

Develop North American outreach programs.

Establish “ambassador” directory for access at

regional level

Q2 Kirsten Weede & Margi Sullivan

Bernice Boucher Lauren Mountain

Adapt North American outreach programs to

international community

Q2 TBD Kate NorthValorie Hargett

Pam Keefe

Monica Parker

Membership Timing & Contacts


Communications 2009 Strategy

1. Complete full micro site deployment by year end

– Social Engagement

– Content Access

• Strategy Resource Library vs. Knowledge Center

• Threaded discussion process and implementation

• Integrate with Content Management process

– Contact information

• Link with Membership

2. Develop PR Competency

– Upcoming Events

– Member Awareness

– Develop and deploy process map of repeated activities

3. Deliver Quarterly Newsletters

– Move to Microsite environment

– Capture reader “opens”, track effectiveness

– Co-develop strategy for e-mail list management (opting out, etc)

Communications

Richard Jordan


Communication Deliverables

Deliverables

1. Full implementation of Microsite Management – facebook, knowledge library and threaded discussions

2. Deliver quarterly newsletter

3. Microsite Phase II (Interactive Capability)

4. Robust PR Campaign to support 4 Summits and 2 Discovery Forums


Initiatives Timeframe WP Team Member CNG Counterpart WP Community Connection

Microsite Management:Rollout of Phase II functionality.

On-going Rich Jordan Karen Murphy / Larry Bazrod

BryantThomas

Microsite Management: Collaborative Workspaces & Discussion Forums.

Q2 Name: Nancy Sanquist?TBCE-mail: [email protected]: (858) 699-0827Company: Manhattan SoftwareTitle: Vice President

: Karen Murphy / Larry Bazrod

Jan Johnson

Newsletter: Ownership. Quarterly Ellen Keable Karen Murphy ALL Op’sJoel, Chris and Kate- final review

Newsletter: Production & Publishing.

2 weeks from final content to production

Name: TBD Richard JordanE-mail:Phone:Company:Title:

Karen Murphy

Global Reporters Name:E-mail:Phone:Company:Title:

Name: E-mail:Phone: Cell:

Communication Timing & Contacts



European Communications Liaison (help build European Communications team)

On-going Name: Kimberlee Burt ? TBCE-mail: [email protected]: +31 (0) 20 379 2221Company: Original Creative Co-OpTitle:

Monica Valerie

Asia Communications Liaison (help build Asian Communications team)

On-going Name:E-mail:Phone:Company:Title:

Monica Kate

Public Relations: Events, Chapters and External

On-Going Name: Jennifer Scott ? TBCE-mail: [email protected]: (804) 227-9444Cell: (804) 994-1119Company: Touch Points Public RelationsTitle: President

Karen Murphy Len Bernice Joel

Communication Timing & Contacts


Events Strategy 2009

1. Build a lean and consistent process to support repeated on-site events– Global Summits

– Discovery Forums

2. Establish an expert team to support experiential event activities

3. Develop post-event process improvements and integrate into future events

Events

Len Pilon

Successor: Steve Johnson


Events Deliverables

Deliverables

Launch 2 NA Summits – Dallas/ Las Vegas

Support EU in 1 Summit

Launch 1 AP Event - Macau

Launch 2 Discovery Sessions – NY and Amsterdam


Initiatives Timeframe WP Team Member CNG Counterpart


Planning agenda WP Community Session – submit call for cases

On-going Name: Len PilonE-mail: [email protected]: 616 780 9077Company: The Granger GroupTitle: Vice President

Name: Amanda BrooksE-mail:Phone:

Kate

Interface coordination with CNG for Summit and Discoveries

On-going Name: Steve JohnsonE-mail: [email protected]: 303-989-9700 Company: ADI AcousticsTitle: President


Chris, Jan-Peter

On-site Summit Support•Welcome•Set-up•Audio/ Video- virtual opportunities•Record insights and codify materials•Clean-up•Thank you’s

On-going Name: Steve Johnson Name: Monica ParkerE-mail:Phone:

Captured Learning's & Process Improvement

On-going Name: Steve Johnson Name:E-mail:Phone:

Kate

Coordination of Workplace Community Social

On-going Name: Alan GeorgesonE-mail: [email protected]: 305 393 5230Company: Georgeson GroupTitle:Owner

Name: Monica ParkerE-mail:Phone:

Coordinate two Discovery Forums with Tim V and the Content teams

On-going Name: Dave BryantE-mail: [email protected]: 815 600 3123Company: AllsteelTitle:

Name: Tim VenableE-mail:Phone:

Events Timing & Contacts


Learning 2009

1. Deliver Webinars Globally

2. Develop Workplace Curriculum and Process

3. Build a Workplace Strategist Designation

4. Co-create a Learning Strategy for Chapters

Learning

Patrick Donnelly

Successor:


Learning Deliverables

3. Creation of the Workplace Strategist Designation – launch 2010Develop a core advisory committee

Define curriculum required for designation linked to MCR and SLCR where appropriate

2. Develop Workplace Curriculum Develop first WP community content class for July (Chicago Regional Learning)

Review and recommend future class offerings from WPC Content areas

1. Deliver webinars globally Launch 9 webinars globally (6 in North America; 2 in EU;1 in AP)

Develop 2009-2010 webinar schedule from current and new content teams


Membership Roles & Responsibilities

Timeframe WP Team Member CNG Counterpart


WebinarsWork with content lead to determine annual webinar schedule and advise on webinar best practices and training

Complete Current Schedule – JulyYear two content - MaySept. ‘09 – Sept. ‘10 Schedule – JulyAssessment of progress – Dec.

Name: Tanya Brownrigg , (Alex Redgrave, Mellissa Marsh)E-mail: [email protected], ([email protected])Phone: (513) 470-4368Company: Colliers (HOK Europe, DEGW)

Brenda Chris

Align first class content and

delivery with current curriculum.

Who’s the audience?What do they need to know?What’s already available?

Curriculum review -January Learning objectives - FebruaryLesson Blocks– March

Name: Jim Rice (Patrick Donnelly)E-mail: [email protected] , ([email protected])Phone: (678) 938-5490Company: HOK, (BHDP)

Brenda Chris, Jan-Peter

Develop Class for Content and

Delivery for JulyWho’s available to teach?What is the content ?How is it to be delivered?

Faculty Alignment - MarchFirst Draft-Content Review –AprilFinal Draft Content Review-MayAssessment Draft - MayAssessment Final - JuneDeliver Course-July

Name: Brady Mick (Antonia Cardona)E-mail: [email protected], ([email protected])Phone: (513 2)90-6760Company: BHDP, (HOK)

Brenda ChrisJan-Peter

Creation of the WorkplaceStrategist Designation

Develop Advisory Committee- FebDefine a process for integrating withMCR and SLCR – MarchIntegrate findings of Curriculumreview committee – MayTest with 1st course attendees–JulyContent from first year webinars – SeptemberLaunch - November Summit

Name: Dana Adamski (Brent Densford)E-mail: [email protected], ([email protected])Phone: (770)350-2260 Company: Humana (Humana)

Bev Taylor Joel

Learning Timing and Contacts



Timeframe WP Team Member CNG Counterpart


Review MCR and SLCRCurriculum for Designation

Participate in Advisory Committee - Feb.Gather and assess information on current courses from CoreNet (and others) - March Report on leveraging existingCurriculum to Advisory Committee - May

Name: Barbara Moore (Steve Dovala)E-mail: [email protected], ([email protected])Phone:(937) 859-2575 Company: MetLife, (JLL)

Bev Joel

Co-develop WP Chapter Learning

ProgramWork with WP Chapter Lead Develop a strategy, Determine local WP contributors

Develop a strategy - Feb.Define content delivery to chapters - AprilIntegrate content offerings withCoreNet Chapter learning - JuneAlign with Chapter coordinators - August

Name: Mellissa Morgan, (Jack Weber) E-mail: [email protected], ([email protected])Phone:Company: Cubellis , Gresham Smith

Monica Bernice

Learning Timing and Contacts


Research 2009

1. Launch the WP Research Advisory Council

2. Identify Academic Institutions and Partners

3. Establish process to engage the students and identify candidates

4. Integrate the research strategy with CNG Research, Content Lead and Content Management

5. Present Research Initiative to the Community


Research Deliverables

Deliverables

1. Process Map for Research Initiatives

2. Presentation Proposal for Las Vegas Summit

3. Launch Research Advisory Council

4. Launch Article in Leader and on Website

5. Research Article in Leader



Timeframe WP Team Member CNG Counterpar

t


Launch WP Advisory Council Q1 Brenda Chris

Identify Academic Institutions &Partners

Q1 Brenda Joel

Establish a process to engagethe students and identify callfor cases

Q1 Brenda

Integrate the research strategy with CNG Research, Content Leads and Content Mgmt

On-going Brenda and Tim

Present Research Initiatives atLaws Vegas Summit

Q4 Amanda/ Brenda Len

Research Committee Member US 2009 Name: Michael J. O’NeillE-mail: Michael_O'[email protected]:Company: Knoll

Brenda

Research Committee Member EU 2009 Name: Herman van ReeE-mail: [email protected]:Company: IPD

BrendaRon Adams

Research Committee Member Asia open Name: E-mail:Phone:Company:

BrendaAlex Lam

Research Timing and Contacts


Recognition 2009

1. Define an award program for a healthy, member-driven recognition – Global scale of peer, industry and leader dimensions

– Interactive, with appropriate checks and balances

2. Establish Peer Recognition Award system– Pat on the back for a job well done

– Self-managed through electronic systems

3. Continued engagement with H. Bruce Russell Innovator’s Award

4. Establish Community Award Structure– Co-develop with other community leaders

::Recognition: Lynda Ward Successor: Barbara Greenberg


Recognition and Award Deliverables

Deliverables

1. Ensure a WPC nomination for Bruce Russell Award

2. Designate WPC judge for the Bruce Russell Award

3. Implement a WPC recognition process and present at each Summit

4. Identify new ways to recognize outstanding performance within the WP



Awards & Recognition Award Guidelines Award Judges Solicit Submissions Award Criteria Restructure

12/083/09Now6/09

Name: Lynda WardE-mail:[email protected]: 415.676.8546Company: Jones Lang LaSalleTitle: VP Strategic Consulting

Jenny

Awards & Recognition program at SummitsCo-Lead

On-going Name: Tom HarrisE-mail: [email protected]: 19198157151Company: HPM Group, Inc.Title: Principal Architect

Barbara Greenberg

Monica Joel

Recognition and Award Timing and Contacts


Content Management 2009

1. Formalize a deployment plan for creating and “knowledge” papers

2. Liaise with the website team to develop a process for “threaded discussions”

3. Develop a process and strategy for workplace content on the WPC website

Content Management

Jan Johnson


Content Management Deliverables

3. Creating a Knowledge Library on the WPC website Determine types of knowledge appropriate, filtering process and tagging

2. Threaded Discussions on WPC website Develop a process for supporting threaded discussion

1. One-Page Knowledge papers Determine topics

Develop team to establish the process and generate



Formalize a deployment plan for creating and “knowledge” papers

Q1 Name:E-mail:Phone:Company:Title:

Brenda ChrisRich

Liaise with the website team to develop a process for “threaded discussions”


Brenda Nancy

Develop a process and strategy for workplace content on the WPC website


Brenda Nancy and Rich

Content Management Timing and Contacts


Chapter Integration - NEW

1. Co-develop WP Chapter Learning Program

2. Identify WPC Members support system

3. Communication strategy for Chapters

Chapter Integration

Bernice Boucher


Chapter Interface Deliverables

3. Communicate with Chapters Share potential content and schedule; gauge interest

Identify ‘pilot’ opportunities, i.e. New York

Integrate content offerings into Chapter Learning Plan

Create feedback loop to measure success of program

2. Identify Potential within Chapters Acquire complete list of Chapters and their Learning Coordinators

Identify WPC members & their chapters in order to leverage their relationships

Develop short survey for distribution to Chapters on WP content and webinars

1. Co-develop WP Chapter Learning Program Work with Patrick Donnelly to gain status of webinar schedule and content

Strategize with key contacts on Chapter Communication Plan


Initiatives Timeframe WP Team Member CNG Counterpar

t


Planning agenda WP Community Session – submit call for cases

On-going Name: Len PilonE-mail: [email protected]: 616 780 9077Company: The Granger GroupTitle: Vice President


Kate

Interface coordination with CNG for Summit and Discoveries

On-going Name: Steve Johnson Name: Amanda Brooks

Chris, Jan-Peter

On-site Summit Support•Welcome•Set-up•Audio/ Video- virtual opportunities•Record insights and codify materials•Clean-up•Thank you’s

On-going Name: Steve Johnson Name: Monica ParkerE-mail:Phone:

Captured Learning's & Process Improvement

On-going Name: Steve Johnson Name: Kate

Coordination of Workplace Community Social

On-going Name: Alan GeorgesonE-mail: [email protected]: 305 393 5230Company: Georgeson Group

Name: Monica Parker

Coordinate two Discovery Forums with Tim V and the Content teams

On-going Name: Dave BryantE-mail: [email protected]: 815 600 3123Company: Allsteel

Name: Tim VenableE-mail:Phone:

Chapter Interface Timing and Contacts


European Vision

• Build a local WP Operational Team• Develop a regional WP 2009 Strategy• Connect with NA Op’s team• Support one regional Summit• Share best practices and process map


European Community Launch

1. Build the Foundation

– Establish an Operations Team in UK / Europe

– Begin regular Operations Team Calls

– How do they want to engage?

2. Create a Bridge between the NA and European Communities

– Connections to NA Operations Team Leaders / Members

– Share information and experiences / form relationships

– Provide process maps and other tools

– Communications Team as strong link

3. Support the Community as it launches and grows

– Member satisfaction

– Strength of participation

– Enable balanced linkage / independence with NA Community

Operations Lead

Valorie Hargett


European Community Deliverables

Deliverables

Regular Column in Quarterly Newsletter

Contribution to Microsite (TBD)

Lead PR Campaign for (1) Global Summit (Europe)

PR Support for Discovery Forums (Amsterdam)

Global Workplace TV Programs


Asia Pacific

• Build a local WP Operational Team• Develop a regional WP 2009 Strategy• Connect with NA Op’s team• Support one regional Summit• Share best practices and process map


Vision for Workplace TV

1. Engage the millions around the world who are interested in Workplace

2. Increase viewing / flow of traffic to Workplace TV

3. Ensure a steady supply and flow of relevant clips for posting.

4. Increased sponsorship

5. Maintain a robust value proposition for all those involved (viewers, sponsors, participants).


Workplace TV Alliance Strategy

1. Build the Foundation

– Formalize the Alliance; build on what has been started in US and UK

– Outline a strategy for 2009

– Begin regular Team Calls

– Explore and identify ways to engage

– Confirm resources and support needed from CoreNet Global

– Create process maps and other tools

2. Create a Broader (Global) Reach

– Identify additional opportunities to engage at Summits

– Explore opportunities to engage with Chapters (US and Europe initially)

– Communications Team as strong link for promotion and awareness

3. Develop Strategies for Continued Growth and Engagement

– Summits

– Discovery Forums, Webinars, Chapter Events

– Strategies for increasing volume (You Tube video concept or similar)

WPC Lead

Valorie Hargett

Workplace TV lead

Andrew Mawson


WTV Deliverables

Deliverables

Regular Feature in Quarterly Newsletter

Link on Microsite

Filming Strategy for 2009 Summits


Resource Manager – Joel

Launch and implement resource development activity

1. Work with CNG to determine 2009 budget needed 1st Qtr

2. Develop WPC Sponsorship initiatives2nd Qtr

3. Develop quarterly tracking on revenue generated by WPC 2nd Qtr

4. Assess grant-seeking opportunities 3rd Qtr


2009 Expected Revenue

Item Description $ Amount

General Sponsorship Global community sponsorship, event sponsorship, and activity sponsorship (cash only - does not include “in-kind”)

$50,000

Web Sponsorship cash sponsorship from web advertising $5,000

Research Student Sponsorship

cash sponsorship - for local scholarship/intern program to cover the cost of one research student attending each global summit

$5,000

Academic Research Sponsorship

Research Conference – Sponsored by leading consulting and workplace firms and led by a recognized academic leader.

$5,000

New Member Income new memberships - 50 members at $500 each $25,000

Discovery Forum Sponsorship

Discovery Forum sponsorship (existing) Existing

Webinar Income Webinar content for 4 webinars ($7500 per webinar in revenue equals about 250 locations)

$30,000

TOTAL EXPECTED 2009 REVENUES $120,000

DRAFT 3-3-09


2009 Expense Request

Item Description Total

Marketing Paid search ads linked to the community $5,000

Research Sponsorship Research student sponsorship $10,000

Academic Conference Conference needed in support of research activities $10,000

Summit Expenses $5,000 For summit events, at each (5) summits $25,000

TOTAL 2009 EXPENSES $50,000

Suggested plan of disbursement:– 50% of the budget expense provided at first of the year $25,000– Remaining disbursement provided when $100K revenue is achieved* $25,000

TOTAL $50,000– Prioritization:

• 1st expense priority is summit support

• 2nd expense priority is marketing

• 3rd expense priority is research support

* - Requires methodology for tracking revenue streams

DRAFT 3-3-09