1. Welcome to the Technology Specialist Track
This week will convene Technology Specialists from across the YBI network to
“Build community, build knowledge, and build the future of the
Salesforce OMS in the YBI network”
Technology Specialists attending the track:
o Ana Gessaghi, Fundación Impulsar, Argentina
o Helena Vieira, Aliança Empreendedora, Brazil
o Elhannah Alexis, Dominica Youth Business Trust, Dominica
o Stephanie Mestrallet, Entreprendre en Banlieue, France
o Ortal Goldfarb, The Keren Shemesh Foundation For Young
Entrepreneurs, Israel
o Olivia Agutu, Kenya Youth Business Trust, Kenya
o Segun Shomefun, Fate Foundation, Nigeria
o Lena Trakhtenberg, Youth Business Russia, Russia
o Hasitha Jayamaha, Youth Business Sri Lanka, Sri Lanka
o Shedron Collins, Youth Business Trinidad & Tobago, T&T
o George Oumo, Enterprise Uganda, Uganda
o Nina Yakovleva, Youth Business Ukraine, Ukraine
VENUES:
24 Greencoat Place, Victoria, SW1P 1RD
VCC, 11 Belgrave Road, Victoria, SW1V 1RB
Salesforce, Heron Tower, 110 Bishopsgate, Liverpool Street, EC2N 4AY
VSC, 63-79 Seymour Street, Marble Arch, W2 2HF
Technology Specialist Track

2. Monday 9th
September –Greencoat and VCC
08:15 Departure from The Strand Palace Hotel
09:00 – 10:00 Welcome and introduction to the week
Leads: Andrew Devenport, CEO
Maarten Rooney, COO
10:00 – 10:15 Walk to VCC
10:15 – 10:45 Technology Track Kick-Off Part 1
Session introduction. Ice breaker. Where we've been, where we are
now. The future and positioning the Technology track.
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
10:45 – 11:00 BREAK: Refreshments provided
11:00 – 11:30 Technology Track Kick-Off Part 2
Agenda for the week. The journey we want to go on. The
development plan document. Feedback.
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
11:30 – 13:00 Member Presentations Part 1
Every specialist brings to life their “OMS profile” with a short video and
presentation, followed by Q&A.
Lead: Matt Morris, YBI Project Manager, CRM
13:00 – 14:00 LUNCH: Buffet meal provided
13:45 – 15:45 Member Presentations Part 2
Every specialist brings to life their “OMS profile” with a short video and
presentation, followed by Q&A.
Lead: Matt Morris, YBI Project Manager, CRM
16:00 – 16:15 BREAK: Refreshments provided
16:15 – 17:05 OMS Evaluation & Theory Of Change
Introduction to YBI's Monitoring, Evaluation & Learning framework;
measuring the value of the OMS and long term outcomes. Theory of
Change example and an exercise to develop the OMS ToC.
Lead: Annie Barber, Network Monitoring, Evaluation and Learning Manager
17:05 – 17:15 Reflection on the day
17:15 Departure by foot to St James’ Palace
18:00 – 20:00 Drinks Reception, St James’ Palace
Objective:
 A shared understanding of
the history of the OMS and
the Global Summit within
that context
Objective:
 All delegates develop a
better understanding of
their peers, their
organisations and their OMS
implementations

Objective:
 All delegates develop a
better understanding of
their peers, their
organisations and their OMS
implementations
Objective:
 A shared understanding of
YBI’s approach to
evaluating the impact of
it’s services
Objective:
 A shared understanding of
the history of the OMS and
the Global Summit within
that context

3. Tuesday 10th
September - Salesforce
08:15 Departure from The Strand Palace Hotel
09:00 – 09:15 Daily Kick Off
09:15 – 10:45 Analytics Workshop Part 1
Key concepts and skills for designing and building Salesforce reports and
dashboards, practical exercises based on real world examples
Lead: Jo Young, Stimulus Consulting
10:45 – 11:00 BREAK: Refreshments provided
11:00 – 12:00 Analytics Workshop Part 1
Practical exercises based on real world examples continued… followed
by Q&A.
Lead: Jo Young, Stimulus Consulting
12:00 – 12:30 Chatter
Use case discussion, best practices and the Chatter roadmap
Lead: Jonathan Sol, Salesforce Customer Success Manager
12:30 – 13:30 LUNCH: Buffet meal provided
13:30 – 14:45 Adoption, Change
Following on from the Theory of Change session, this session focusses
on the more practical tasks needed to achieve identified OMS value
and long term outcomes; data gathering tools, monitoring, managing /
influencing change, leading the project, tools for evaluating success.
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
14:45 – 16:00 Training Your Staff
Relationship of training to achieving business outcomes. Training skills,
preparing for training sessions, types of learners, discussion regarding
challenges and best practice.
Lead: Jo Young, Stimulus Consulting
16:00 – 16:15 BREAK: Refreshments provided
16:15 – 17:15 Successes And Challenges Of Your OMS Project
Key learnings from OMS profiles. Discussion regarding practical
experiences, challenges, ideas for problem solving and prevention,
best practices
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
17:15 – 17:30 Reflection on the day
17:30 – Late Informal networking
Objective:
 Delegates feel more
confident creating reports
and dashboards that meet
their organisation’s needs
Objective:
 Delegates feel more
confident creating reports
and dashboards that meet
their organisation’s needs
Objective:
 Delegates feel more
confident about how they
will achieve the outcomes
they want in their
organisation
Objective:
 Delegates feel better
equipped to implement
and/or improve their OMS
projects
Objective:
 A shared understanding of
the features and future of
Chatter and how that may
help member organisations
Objective:
 Delegates feel more
confident in, and have a
wider range of techniques
for, training their
colleagues

4. Wednesday 11th
September – VCC and VSC
08:15 Departure from The Strand Palace Hotel
09:00 – 09:15 Daily Kick Off
09:15 – 10:15 Recent Feature Development and Winter ‘14
YBI team to demonstrate new features coming soon. Specialists to
provide feedback.
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
10:15 – 10:45 Matching Session From Specialists
Opportunity for specialists to sit together and discuss specific topics e.g.
features, approaches, ideas for roadmap.
Lead: Matt Morris, YBI Project Manager, CRM
10:45 – 11:00 BREAK: Refreshments provided
11:00 – 13:20 Matching and Surgery
As above.
12:30 – 13:20 WORKING LUNCH: Buffet meal provided
13:20 Departure for Victory Services Club
14:00 – 15:00 Building a Knowledge Community: Learning from what we do
See the Summit agenda for full details.
15:00 – 15:45 OMS Member Side Event
See the Summit agenda for full details.
15:00 – 15:45 Global Market Place
See the Summit agenda for full details.
Objective:
 A shared understanding of
the forthcoming features in
the OMS
Objective:
 Delegates share knowledge
and shares for peer support

5. Thursday 12th
September - VCC
08:15 Departure from The Strand Palace Hotel
09:00 – 09:15 Daily Kick Off
09:15 – 10:45 Future Of The OMS
What should the priorities of the YBI OMS Team be for the next 12
months +? What improvements to the programme?
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
10:45 – 11:00 BREAK: Refreshments provided
11:00 – 12:00 Future Of The Community
How should we work together as OMS specialists? What about with other
specialists?
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
12:00 – 13:00 Conclusion Of The Week
All to share reflections on the week, YBI OMS team to provide closing
remarks. Evaluation forms. Team photos.
Lead: Jonny Elliot, YBI IT Manager & Programme Manager, CRM
13:00 – 14:30 LUNCH: Full meal provided for all specialists off-site
Afternoon FREE TIME for sightseeing, shopping etc
Objective:
 A shared understanding of
the community’s purpose
and a set of goals for the
coming year
17:25 Meet in Foyer of Strand Palace Hotel
17:40 Bus departs Strand Palace Hotel
18:10 Arrival, Honourable Artillery Company, Young
Entrepreneur Awards
DRESS CODE: Black Tie/ Cocktail Dress (long or
short)/National Costume
Later: AFTER PARTY for all delegates at The Electricity Showrooms, Hoxton Square, London N1 6NN
Objective:
 The development of
priorities for new features
in the OMS product and
improvements to the OMS
programme