Vision
Establish a sustainable Faciltator System that grows with the Community in alignment with the Business Brand Plan.
Big Picture
- Vision
- Mission
- Values
- Goals
- Projects
- Plans
- Governance
Enterprise Plans
Key Goals and Timelines – 1,5,10,15,20,50,100 Years for the following:
- Operation
- Strategic
- Financial
- Brand
- Marketing
- Management
- Development
Global Business Brand Strtategies
Eastablish a big picture offer to a potential Facilitator in each of the seven value areas.
- Brand Strategy
- Marketing Strategy
- Engagement Strategy
- Cause Alignment Strategy
- Community Strategy
- Event Strategy
- Referrals Strategy
Facilitator Management Offer
- Accreditation
- Licence – Renewal Policy
- Board
- Brand Policies
- Business Policies
- Facilitator Policies
- By Laws
- Certifcation
- Event Policies
- Community
- Council
- Facilitator Levels
- Global Affiliations
- Global Cause Alignment
- Governance
- Compliances
- Insurance – Brand/Facilitator
- Internships
- Compliance ISO
- Compliance ICF
- Membership
- Ongoing Education Requirement
- RPL
- Stewardship
- Sustainability
Metric Offer
- Brand
- Network
- Global Event Opportunities
- Brand Co Marketing
- Resource
- Research Projects
- Speaking Opportunities
Global Business Development Plan
- Enterprise Management
- Brand Management
- Event Agency
- Speaker Agency
- Event Management
Policy
Fair Work Information Statement
Management of Data
- International Data Management Compliance
- Website Forms
- Health Declaration
- Conflict of Interest Declaration
- Registration
- International Taxation Compliance
Facilitation Management System Overview
- CRM Database
- Sales Training
- Brand Management Training
- Marketing Training
- Event Management
- Account Management
- Supply Chain Management
- Back Office Management
- Website Management
CRM Database
- Client Registration
- Customer Service
- Communication Management Specifics
- Task Management
- Multi-Dimensional Relationship Management
- Data and Metrics Reporting
- Product Management
- CRM Specifics
Sales Management
- Lead and Prospect Management
- Proposals
- Contracts/Sales
- Change/Cancellation Management
- Schedule Calendar (Company and Client)
- Calendar Specifics per Event Type
Event Management
- Host Riders
- Guest Speaker Riders
- Worksheets
- Itineraries
- Money Sheets
- Transport Sheets
- Show Sheets – Support/Production
- Box Office Management
- Ticketing
- Guest Lists
- Invitations
- Registration
- Reconciliation
- Event Calendar
- Event Management
- Publicity Management (Client SM, EDM, TVRPM, In House, Community)
Account Management
- Taxation Administration and Reporting
- Receivable – Self Invoice Upload via Website
- Payable – Self Remittance Download via Website
- Accounts Company
- Accounts Client
- Auto Invoice/Credits
- Remittance
- Purchasing
- Export to External Accounting Software If Required
- Account Specifics
Supply Chain Management
- Customer Service Communications
- Reporting
- Relationship Management
- Resource Management
- Network Management
- Marketing Management Specifics
Back Office Management
- Customer Service Communications
- Reporting Specifics
- Team Specifics
- System Maintenance Specifics
Functionality
Document Management in:
- Word
Database linked to:
- Operating System
- Newsletter System
- Website System
- Activity Reports for all adds, edits, deletes
Documents Produced:
- Event Paperwork
- Quote Specific
- Contract
- Cancellation Notice (including possible Cancellation Charge)
- Work Sheet – per entity
- Event Running Sheet
- Total Event Money Sheet
- Event Reconciliation
- Event Publicity Plan
- Event Account Management
- Invoice
- Credit
- Statement
- Remittance
- Riders
- Plans
- Reports
Systems Integration
- G Business Suite
- Social Media Dashboard
- Zoom
- Loom
- Website
- Accounting Software
Website Management
- Website
- Landing Pages
- Database
- Customer/Supplier Log In
- Service Feature
- Facilitator Feature
- Event Calendar
- Forms – Autoresponders
- Analytics and Metrics
