CSO SERVICES/PRODUCTS AND SUSTAINABILITY

Practical Strategies to Serve Members and Create Sustainability

Ideal set of conditions

Practices & strategies to consider

Pitfalls to Avoid

Observations& Strategies

Ted Fujimoto

Robert Benavidez - NM

Andrea Plucker - AZ

Marco Rafanelli – CO

Briana Swartz - CA

Panel

Inquiry/Share Out You

Services/Products & Sustainability

KnowNeed to

knowI wonder

if…

Observations

Leadership & Priorities

Relationship Building and Customer Needs

Measuring Success & True Sustainability

1

2

3

Strategies

Separate boards/sub committees

Dedicated S&P Teams

7 Touch Relationship Building1

2

3

Building around “sweet spots”

4

Financial Dashboard –Group/Product Level

w/ Full Expense Loading5

Strategies

Separate boards/sub committees

Dedicated S&P Teams

7 Touch Relationship Building1

2

3

Building around “sweet spots”

4

Financial Dashboard –Group/Product Level

w/ Full Expense Loading5

Strategies

Separate boards/sub committees

Dedicated S&P Teams

7 Touch Relationship Building1

2

3

Building around “sweet spots”

4

Financial Dashboard –Group/Product Level

w/ Full Expense Loading5

Strategies

Separate boards/sub committees

Dedicated S&P Teams

7 Touch Relationship Building1

2

3

Building around “sweet spots”

4

Financial Dashboard –Group/Product Level

w/ Full Expense Loading5

Strategies

Separate boards/sub committees

Dedicated S&P Teams

7 Touch Relationship Building1

2

3

Building around “sweet spots”

4

Financial Dashboard –Group/Product Level

w/ Full Expense Loading5

Robert Benavidez - NM Andrea Plucker - AZ

Marco Rafanelli – CO Briana Swartz - CA

Leadership & Priorities

Relationship Building and Customer Needs

Measuring Success & True Sustainability

1

2

3

Example of service or product and how these three issues helped you succeed or made things difficult

-Wish you…. -Did more of-Did less of-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 understand school needs?

Give us a sense of the magnitude of effort…

Relationship Building and Customer Needs

2

Robert Benavidez - NM Andrea Plucker - AZ

Marco Rafanelli – CO Briana Swartz - CA

How much due diligence does it take to launch a product or service?

Or in retrospect, how much due diligence do you wish you had done?

Relationship Building and Customer Needs

2

Share out…

KnowNeed to

knowI wonder

if…

Contact Information

Ted Fujimoto, Presidenttedf@consultlandmark.org

415-963-4406www.consultlandmark.org