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P&G Alumni Network 9-11-18 Americas Chapter Leadership Summit - FINAL MASTER

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P&G Alumni Network 9-11-18 Americas Chapter Leadership Summit - FINAL MASTER

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P&G Alumni Network 9-11-18 Americas Chapter Leadership Summit - FINAL MASTER

  1. 1. Americas Chapter Leadership Summit Sept. 11, 2018 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Welcome Alums to the 1st Regional Summit! 21 Chapters 80% of North & Latin America Chapters Procter & Gamble and P&G are trade names of The Procter & Gamble Company and are used pursuant to an agreement with The Procter & Gamble Company. P&G Alumni Network is an independent organization apart from The Procter & Gamble Company. 1 Steve Cook - Atlanta Chapter President Emeritus, Atlanta Board, North America Ambassador Helena Wong - Global Board, Co-head Membership & Engagement Committee Betty Estrada - Global & Mexico Board, Co-head Membership & Engagement Committee, Latin America Ambassador New exciting content has been added since the Sept. 4 version we sent you. Please use this improved version for our Sept. 11 video conference. Pages are numbered to help you be part of the conversation. See you at 11:45a EDT Tuesday.
  2. 2. Develop an engaged Pan-Regional Network & productive relationships. Build stronger, healthier North & Latin America Chapters: strong, re-energizing, new. Share & scale best practices & Network’s collective intelligence to accelerate Chapter development. Discuss new Chapter Growth Toolkit to improve & use it. Share Global Board key initiatives designed to support Chapters. Learn & prioritize other support Chapters want from Global. How to activate the P&G Alumni Network Foundation at Chapter level. How to harness EY Partnership at Chapter level. Americas Chapter Leadership Summit Purpose 2
  3. 3. Americas Chapter Leadership Summit S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Ed Tazzia Global Board Chairman Welcome Video 3
  4. 4. 4Ed Tazzia Global Board Chairman Welcome Video https://vimeo.com/287112144
  5. 5. 2018-19 Atlanta Chapter Board Welcomes You! Larry McHugh Leslie Myrie Jared Simmons Co-President Joe DeLapp, Finance Harris Fogel Co-President David Grocer, Programming Ricardo Shelley Linda Wunderlich Darlene Tobin, President Emeritus Steve Cook, President Emeritus 5
  6. 6. Summit Agenda Segment 1 - Video Conference with 21 Chapters* Dial into EY video conf. @ 11:45a EDT sharp. Summit starts promptly @ 12:00p EDT. Concludes @ 2:00p EDT. 1. Summit Purpose 2. Welcome - Ed Tazzia, Global Board Chairman 3. Agenda review 4. Chapter intros - All video & in room participants – :30 seconds/person 5. Review Global Board, Committees & Key Initiatives Highlights 6. Discuss ‘Chapter Growth Toolkit’, Global Assets. Chapter Q&A with feedback. 7. What do Chapters want from Global? 8. Established Chapters Review 1 Best Practice & Q&A - 2 min/Chapter 9. Discussion: How can we collaborate to scale our Network’s Intelligence? 10. Executive overview & video *Will be taped Min 3 3 3 15 10 30 15 25 15 5 6
  7. 7. Summit Agenda Segment 2 - In Atlanta with 7 Chapters* 2:30p - 5:00p EDT *Will be taped Min 15 25 30 30 20 20 10 1. China P&G Alumni Network Summit – What Can We Learn From A Best Practice Alumni Community 2. Continue discussion of Segment 1 agenda items where needed. 3. Exercise: What does a Strong Chapter Look Like? 4. Exercise: Scaling Network - Strong Chapters as Centers of Excellence for new/re-energizing Chapters 5. Activating the Locally 6. EY Partners meet Chapters. How to harness EY Partnership at Chapters? 7. Action Steps 7
  8. 8. Americas Chapter Leadership Summit Agenda #4 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Chapter Intros :30 seconds each person: Name, Country, Role (15 minutes) 8
  9. 9. Global Global Board: Betty Estrada - Co-Chair & Mexico Board, Helena Wong Administration: Niki Siropoulou & Yannis Giovanos video conf. Foundation: Marianne Iyer. Hari Nari & Vince Spiziri video conf. Who is at the Summit? Latin America Region Brazil: Valéria Gerolamo, Marina Mattos video conf. Chile: María Camila Vargas video conf. Colombia: Juan Pablo Dávila video conf. Costa Rica: Jorge Hernández, Fernando Alvarado. Leda Garino & Cynthia Cañas video conf. Guatemala: Matilde Wheelock, Andy Asturias video conf. Mexico City: Yamil Abraham, Patricia Spisto & Carmen González video conf. Peru: Susana Elespuru video conf. Puerto Rico: Pepe Alonso Chapter coming soon: Argentina, Venezuela North America Region Region Ambassador: Steven Cook - Atlanta Board Atlanta: Harris Fogel, Larry McHugh Baltimore: Cheryl Williams video conf. Carolinas: Karen Anderson Chicago: Yogesh Chavda & Ann Hoeger video conf. New York City: Richard Cacciato & Ivy Cohen video conf. North Texas/Dallas-Fort Worth: Gary Orosy video conf. Phoenix/Scottsdale: Shantini Monthree. Karina Jones video conf. Princeton: Debra Bass & Pankaj Chopra video conf. So. Cal./LA: Valerie Sheppard & Madeleine Wiener video conf. South Florida/Miami: Samantha Avivi & Ramon Palmero & Beatriz Castillo video conf. Toronto: Esther Benzie video conf. Washington, D.C.: Jeff Adler & Svetlana Dimovski video conf. Not present: Cincinnati, Boston, Bay Area/San Francisco Potential Chapters: Anne Kelly Byerly - Santa Barbara, CA; Frank J. Simone - The Villages, FL; Kelley Styring - Portland, OR 9
  10. 10. Let’s THANK our Global Partner! 10
  11. 11. Americas Chapter Leadership Summit Agenda #5 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Review Global Board, Committees & Key Initiatives Highlights 10 minutes 11
  12. 12. Ed Tazzia Chairman Eric Vanderschueren Treasurer Betty Estrada Vice Chairman Raman Sehgal Secretary Jesper Wiegandt Revenue Paul Fox Communications Laura Tapia Enrichment Helena Wong Membership Global Board Ingrid ZambranoFuad Abdullah Ute Hagen Women’s Forum Deepak GuptaIda Abdalkhani Felipe Florez-Arango York Huang Niki Siropoulou Executive Director (not on Board) 12
  13. 13. Global Board Membership and Engagement Regional Ambassadors Chapter Leadership Teams Project teams Enrichment Communication Digital Manager Revenue Finance and Legal Foundation Foundation Executive Director Network Executive Director Voluntary Paid part-time resource Voluntary 13
  14. 14. Committee Key Leaders Global Initiative Est. Timing Communication Paul Fox New Digital Platform Database guidelines Nov.’18 Enrichment Ida Webinars On going Enrichment Laura /Mike Peer to Peer CMO Pilot Fall’18 Enrichment Laura/Mike Entrepreneur Catapult 2019 Global Conference Felipe Global Conference (Madrid) Oct.’19 Membership & Engagement Betty/Helena Chapter Tool Kit, Rules, Guidelines July’18 Membership & Engagement Betty/Helena/Steve/ Jesper/Fuad Regional Chapter Leadership Summits (Americas/EMEA) Sept -Oct’18 Revenue Jesper/Raman Global Sponsorships 2018-19 Global Board Committees & Key Initiatives Refer to Appendix slide 68 14
  15. 15. Helena Wong, Co-Chair Betty Estrada, Co-Chair, Latin America Region Ambassador & Mexico Board Steven Cook, North America Region Ambassador & Atlanta Board Jesper Wiegandt, Europe Region Ambassador & Geneva Chapter President Ingrid Zambrano, Europe Region Ambassador Fuad Abdullah, Africa & Middle East Region Ambassador York Huang, China Chapter President Deepak Gupta, India Chapter President Luca la Mesa, Italy Chapter President Paul Fox, Communications Committee Niki Siropoulou, Executive Director Global Membership & Engagement Committee 15
  16. 16. P&G Alumni Network Global Board Membership Committee Regional Ambassador Local Chapter Leaders Mission Networking Governance Chapter support Liaison Local networking and engagement Membership Former P&G employee Election every 2 years Board member or Chapter Rep Membership Committee Nominated or elected Overall Role Strategy, By-Laws, global Oversight; Keep Trademark agreement with P&G Increase Chapters and alumni membership Support new chapters; best practices Coordinate activities; local Oversight Decision Rights Relationship with P&G HQ Chapter recognition Leadership renewal, annual plan Responsibilities Not-for profit P&G trademark, NDA data base, Budget, Major sponsors Communication; cash advance process from new or restarting Chapters Directory of local Chapters Follow Guidelines and Requirements; relationship with local P&G; Resources Global Conference, P&G contribution Revenue initiatives Local sponsors, Activity fees, Membership fees, Local P&G support outside US Value Add Pgalums.com, data base, speakers, enrichment, global sponsors, Global Conference provide know-how; Coordination of Global Sponsorship with Chapters and Revenue Communication Local networking, enrichment, philanthropy Membership & Engagement Committee - Roles & Responsibilities Detailed descriptions in https://docs.google.com/document/d/1HIh80dh9dIQFHH26uIoq6XxXOdyXPAEx5iNMYOWeNZc/edit 16
  17. 17. Americas Chapter Leadership Summit Agenda #6 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Review Chapter Growth Toolkit & Global Assets. Chapter Q&A with feedback. 30 minutes 17
  18. 18. What is a P&G Alumni Chapter? • a community of ex P&G Employees that develops and organizes professional and social events or activities to connect, engage and enrich its members. How to Set Up a New Chapter ? a) Application to open or renew a Chapter • Need to fill out an a intention form. This helps coordinate across the network. • All current Chapters will be asked to update their Chapter “status” with the P&G Alumni Network (PAN) Board and update Chapter Leadership information every two years. • Engagement with the PAN Board is necessary due to global agreements with sponsors and commitments with P&G and requirements on the use of the logo, changes in communication content, updates to the technology platform, and the other global assets that Chapters will use. • Transition of Chapter Leadership: Chapter approvals and recognition are non-transferable. If you want to relinquish chapter leadership to another team, please notify the Global P&G Alumni Board. • Chapter renewal/relinquishment: If a chapter decides to dissolve or become dormant, we would ask you to transfer ownership of your domain names and other social properties to the Global Board (or to a successor designated by the Global Board). 18 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  19. 19. b) Chapter Name, logo and branding guidelines • The agreement between the PAN and the Procter & Gamble Company gives the PAN limited rights to use the P&G name and logo. Any use of the name and logo must be approved by the PAN (through its authorized officers). The use of the name and logo by the chapters has to remain under the control of the Global Board. • P&G Alumni Chapters are named after locations, such as your city or your country. • P&G Alumni Chapter logos and event names should adhere to logo style guidelines and can be created at a logo generating site that will be created in the Fall’18. • P&G Alumni Chapter naming reference: Please refer to your event as P&G Alumni Country/City Name Chapter, and not just P&G Alumni. Examples: P&G Alumni New York; P&G Alumni Italia. c) Chapter Leadership Team or Chapter Board. • P&G Alumni leadership is a volunteer endeavor. It is best to have a Leadership Team or Chapter Board of at least 3 alumni to lead the chapter: • To better ensure the proper governance of the chapter. • To ensure Chapter sustainability with continuity and a succession plan if one of the members leaves the Leadership Team. • To divide the work among several people, to plan, develop and execute activities. 19 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  20. 20. d) P&G Alumni Chapter financials • The P&G Alumni Network and its Chapters are non-profit organizations for tax purposes. Each chapter should comply with all local accounting and tax requirements for protecting this status. • Each chapter should be financially sound and independent. Its activities and events should be designed to deliver break-even or a marginal profit. • Key revenue streams of a Chapter: membership fees, attendance fees for events, local sponsorships, and donations from local P&G operation (outside the U.S.). • The Global Network is not financially liable for any Chapter expense. • The Network can offer a one-time cash advance for a Chapter to fund an initial activity. Cash advance to be reimbursed within 6 months. • No Chapter can enter a contract on behalf of the Global Network. e) Be aware of things P&G Alumni Chapters can NOT do: • Promote spiritual or religious beliefs, extremist views or any kind of political agenda. • Approach enterprises that go against our value system (e.g. guns/armament, pornography, gaming/gambling) • Affiliate the PAN or Chapter with other conferences, non-profits, NGOs, corporations or commercial endeavors unless there is written authorization from P&G Global Network. 20 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  21. 21. Chapter Set Up Suggestions: a) Build membership awareness and recruitment • We will share best practices with Chapters, including how to create awareness and attract members in your community through social media (Facebook, LinkedIn, etc.). • The Global Board gained P&G agreement for P&G to distribute a P&G Alumni awareness letter with the P&G HR termination package in all regions. This letter appears online for individuals leaving the Company. b) Use the global database and internet site • The Global Network will also guide you in the following areas: • Use the existing database. • Host your Chapter on our Global Network Site. • Manage membership and send e-mails to your community from the global database. c) Communicate with your Chapter members • In addition to reaching members affiliated with your Chapter through the Global PG Alums website and Constant Contact data base, you may consider creating your own Chapter profile/page/group in • LinkedIn • Facebook • WhatsApp, WeChat or other social media 21 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  22. 22. d) Know your Alumni community interests • Consider doing a simple Survey Monkey research to find out who is your audience, their needs and interests, types of activities, etc. Examples of survey can be provided at request. e) Develop and nurture a relationship with local P&G • A productive relationship with your local P&G operation has many benefits for a chapter. • A few simple guidelines when interacting with P&G: • 1) Contact with and requests to the P&G General Offices (GO) in Cincinnati are owned by Network Chairman, Ed Tazzia. He is the single point of contact. • 2) Chapters outside the USA are encouraged to form their own relationships with their local P&G operations. How to Do Events and Activities • Chapter events are organized by the Leadership Team or Chapter Board and chapter volunteers • Main goals are to spark conversation, keep abreast of trends, provide an opportunity for connection and business networking and create a sense of community. • Events present opportunities for Big ideas, rich storytelling and a multidisciplinary program are just a few qualities that make a great event. • Even can be hosted in sponsor offices, hotel, club, restaurant, co-working space, etc. and may be scheduled at breakfast, luncheon or evening. 22 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  23. 23. Types of events: a) Social Event • Organize social events for alumni to re-connect or meet new alumni and network. You may consider to “curate” the experience at a special venue with food/drinks. A unique location, theme, etc. help make the experience memorable. Note that depending on your local laws, you may need insurance if you are serving alcohol. US chapters are covered in this regard to an umbrella policy already in place. b) Speaker Event • Define a topic of interest to your audience and feature alumni and/or non-alumni speakers. To select great speakers: • Start with successful and well-known alumni who can attract an audience • Contact local role models that impact their field. • Organize a panel, with a moderator, to discuss various viewpoints and experiences. • If you would like to invite a senior level executive from the Company, please contact Ed Tazzia, Board Chair for his assistance. c) Cultural Event • Hosting a guided visit with a cultural focus (e.g. private tour with a curator of a museum exhibit, local winery visit, group attendance to a great art performance, etc.). 23 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  24. 24. d) Entrepreneurship Event • A forum to attract and connect entrepreneurs and startup alumni community, investors and mentors to present ideas and share startup experiences from your Chapter. e) Summit (suggested for bigger and more mature chapters). • Run a half-day or one-day summit with live speakers and feature ideas, start -ups, art and culture. Engage and enrich the community with meaningful content. Event funding and sponsorships • Define what is a great experience you want to deliver and how it can attract attendance and sponsorship support. Calculate attendance to define a fee to charge participants. • Enrich your events and activities with local sponsorships. Sponsors’ donations can be in money or in kind: venue, food and drinks, Art Performance. • Approach your local P&G organization for product and other donations to give as gifts. • Inquire with PAN whether global sponsors are interested in creating impact at your location. Celebrate and protect the P&G Alumni Values • By officially recognizing a P&G Alumni Chapter, we’re vesting in your Leadership Team or Chapter Board a little piece of the P&G Alumni Global Network vision. It is your job to make sure the vision and mission of PAN is protected and boldly celebrated. 24 Membership Committee P&G Alumni Network Chapter Growth Toolkit How to Start, to Re-start or to Strengthen a Local Chapter
  25. 25. 25 Communications Committee - Data-base Access Guidelines Executive Summary Refer to Appendix slide 71 1. At no time may the database be used for communications to members that results in personal business or personal gain. 2. Access to the database: a. Level I (Chapters) Two representatives (Chair and Co-Chair) of a chapter will be given access to alumni members registered with their chapter, alumni who expressed an interest in receiving information from that chapter or reside in the city where the chapter is located. They can use this section of the database to directly communicate with their members for events and other activities relevant to their chapter operation. b. Level II (Regional) Regional Ambassadors (North America, Latin America, Europe, Middle East & Africa, and Asia Pacific) will have access to members registered in their region. c. Level III – (Global) Four members of the P&G Alumni Network Board will have access to the entire database 3. Misuse of Membership Data Base Infringement is defined as any violation of the privacy guidelines and database usage guidelines (please see appendix for detailed list) If any individual is judged to have infringed these guidelines, that person will be: a. Advised on the nature of the infringement b. Their access to the database will be suspended for six months If an individual commits a second infringement: i. The individual will have his or her access to the database permanently removed. ii. The respective Board will be advised of the infringement.
  26. 26. 26 Guidelines and Requirements Executive Summary Created by The P&G Alumni Network, Inc., an Ohio non-profit corporation. Refer to Appendix slide 81 1. Officers and leaders of the Chapters agree to follow these Guidelines 2. Only Authorized Officers of Global Network Have Authority to Act on Behalf of the Global Network 3. Eligibility of P&G Alumni Network (PGAN) Members 4. No Agency Relationship 5. No Rights to Use the Name, Logo or Trademarks of the Procter & Gamble Company 6. Recognition as an Official Local Chapter 7. Use of Marketing Resources 8. Local Chapters are subject to Global Network’s Governing Documents, Policies & Procedures 9. Privacy & Security 10.Confidential Information 11.General & Miscellaneous
  27. 27. Americas Chapter Leadership Summit Agenda #7 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Group Discussion: What do Chapters want from Global? 15 minutes 27
  28. 28. CHAPTER / TYPE What help would you like from the Global P&G Alumni Network? Atlanta / strong & stable Take advantage of scale. Baltimore / new, being established We’ve been primarily social to date and are interested in options for moving beyond. Princeton / new, being established Provide a framework to drive engagement, content, speakers. Toronto / being re-energized Tips on how to start a successful chapter and any supporting tools (contact lists etc). Costa Rica / new, being established Advise on how to set up the chapter. Some funding for the start up. Mexico City / strong & stable Better IT Platform. Networking ideas, ways to safely share contact info among members. Puerto Rico / strong & stable Help to publish events. What You’ve Asked Global For 28
  29. 29. Americas Chapter Leadership Summit Agenda #8 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Established Chapters Review Best Practice 25 minutes 2 minutes each Chapter 29
  30. 30. Program overview Annual event with a networking focus as participants have clearly expressed the desire to meet each other and share their status. Executional details The annual event is planned ahead ( typically it happens on October to be far away from Christmas celebration and summer vacations in Brazil), requires close follow up from the organizers with weekly calls 2 weeks before to daily calls on the last 2 weeks prior to the event. Typically, participation is of 100 members Results & Key Learning Annual event requires close follow up and has proven to work if it is done only once a year as the busy business life of the participants coupled with the networking objective suits an annual event Chapter Best Practice - Brazil 30
  31. 31. Program overview Development of a Facebook community for EX-P&GERS BRAZIL which is the major communication tool for the group to share ideas, news and invite to events. Currently the community has 588 active members Executional details The Facebook page is very easy to configurate and allows fast communication with the group. Everybody is connected and it is easier to share news, business opportunities and events’ dates Results & Key Learning Facebook is very effective in uniting the group and allows fast communication as everybody checks it on a daily basis Chapter Best Practice - Brazil 31
  32. 32. Program overview To achieve our Mexico Chapter objective of providing P&G Alumni with practical / current learning, we decided to partner with Leo Burnett to conduct an event around the 2018 Cannes Lions International Festival of Creativity. The event consisted of two parts: 1) A conference on advertising and digital trends, and 2) Watching the Leo Burnett’s short list of potential contenders to the Cannes Lions Grand Prix, and conducting a contest among the attendees by predicting the Grand Prix and Gold, Silver and Bronze awards. Executional details • Leo Burnett creatives make a short list of 20 pieces of communication to compete at the Cannes Lions to share internally. Their historical prediction rate is +90% accurate. • Our P&G Alumni Events team convinced Leo Burnett to conduct a conference and share their Cannes Lions list. • The event took place at one of the trendiest cinema theatres in Mexico City, Cine Tonalá. • +70 P&G Alumni and friends showed up at the event and predicted the winning pieces of communication, which were shown at a huge cinema screen. • After the event, we shared food and beverages to promote networking amongst the attendees. Results & Key Learning • A survey was conducted to evaluate the event. On a 1 to 5 scale: • Value for money 4.8, Networking 4.8, Cannes predictions dynamic 4.7, Place 4.6, Food 4.5, Conference 3.8. • Overall 4.6. • Great event for alumni interested in marketing / advertising; worth repeating next year. • Watching ads in a big cinema screen was an impacting experience, according to informal comments. • The venue added glamour to the experience. • Need to ensure content of conference and quality of speakers is up to P&G standards. 32 Chapter Best Practice - México ‘Become a Marketing Lion’ Leo Burnett Cannes Predictions 2018
  33. 33. 33 Chapter Best Practice - México ‘Become a Marketing Lion’ Leo Burnett Cannes Predictions 2018
  34. 34. Program overview As part of the Philanthropy team action plan, during 8 months we supported the Ashoka Fellow social entrepreneurship TENOLI. TENOLI is a social project, with the vision of strengthening the small stores ¨tiendas de barrio¨. In México, 850,000 store owners and their families live in poverty, with no access to basic services and facing a strong competition by convenience stores and big retailers (Oxxo, 7eleven, Walmart), among others. TENOLI business objective is to develop a profitable distribution model in the traditional sales channel (mom & pop stores) while building micro-enterprises capabilities, through: a) business training (administration, accounting, operations), b) technology tools, and c) expanding their product portfolio and sales. Major business challenges and objectives for TENOLI were: double-digit sales growth, duplicating the number of tickets per month, increase average ticket amount in 7% and reaching a 20% net margin target. The role of P&G Alumni was to provide business counseling and coaching to TENOLI´s founders and their operational team, in order to help them achieve their growth objectives, thus enabling to maximize their social impact. Executional details Scope of the consultancy delivered by the multidisciplinary P&G Alumni team (expertise in General Management, Sales DTT channel/Distributors and Marketing), comprised the following: - Business immersion and field visit with TENOLI, in order to learn about the channel, operation and store owners’ perspective. - Design thinking session to identify opportunities and co-create strategies and plans. 20+ ideas were generated which converged into 3 key priorities: a) higher margin product mix, b) financial model based on: sales effectiveness, margin and average ticket, and c) sales organization skills improvement, respectively. - Monthly face-to-face meetings and conference calls. Close and continuous interaction with founders and team. - Support in the development of specific initiatives in the sales operations and organizational areas: new/more complete sales protocol, sales force recommended profile, selection criteria and recruiting process, incentive payment model. Results & Key Learning Major Results: During the support period the following business results were reported by TENOLI: customer call-center implemented, sales force profile improved, direct negotiations with 3 suppliers with higher margins, +28% sales increase, +56% transactions increase, flat gross margins (impact of specific interventions can not be isolated). Key opportunity ahead for TENOLI is to further improve their portfolio mix in order to increase margins, attract new investors and expand their scope and social impact (training/technology support to store owners). Key learnings: Social projects must be scalable and sustainable in order to succeed and maximize their social impact. P&G Alumni´s expertise and coaching is proven to help social entrepreneurs by guiding them in performing robust business analysis, learn to be choiceful and focused, and implement systematic approaches and KPI’s to measure, test new ideas and improve results. It is key to support Ashoka fellows with the highest social impact potential. 34 Chapter Best Practice - México Philanthropy
  35. 35. 35 Chapter Best Practice - México Philanthropy
  36. 36. Program overview We have about 300 members, 1/3 in Puerto Rico, balance in U.S. We do have 3-4 events per/year. Generally, a Christmas cocktail that would have up to 55+ participants. During the year we have 1-2 events related to technology/innovation/business and 1-2 events for help to community. Participation to non-December events is an average of 25-30 people. We generally collect a contribution of $10-to $35, it depends if we have to pay rent for venue and if no special donor. We are currently collaborating with the non-profit Echar Palante Puerto Rico( moving Puerto Rico forward) on training for entrepreneurship. We have about 15 participants. Plan is to get trained as mentor/coach and then lead training to about 1,000 high school and college teachers/professors. Sept 2, we are sponsoring a lunch for homeless in a public plaza. We generally get about 100-150 people attendance with help of 10-15 PG Alumni plus relatives. We pay for the food, bring clothing to donate and prepare small bag of different canned foods. (We are sponsoring 2-3 times a year). Executional details Generally finding a place for events is challenging, some places we get for free but then have to pay for electricity, cleaning. Attendance is predictable at 25 people per event. Results & Key Learning Lots of engagement depending the event. When having events with Venture capital/accelerators, we invite also young relatives of PG Alumni and it works very well, we get 5-10 college students. For the charity events we get excellent participation by entire families. The program does not have surplus funding so most generally have to collect for attendance and/or key organozers fund personally. Program was very active during hurracain Maria aftermath. Helped relatives of PG Alumni were very thankful. Chapter Best Practice - Puerto Rico Networking and Philanthropy 36
  37. 37. 37 Chapter Best Practice - Puerto Rico Networking and Philanthropy
  38. 38. Chapter Best Practice - Southern California/LA Program overview Trying to figure out how to best operate as a single chapter in a region that covers three very large and distinct markets – San Diego (SD), Orange County (OC) & Los Angeles (LA). Executional details Conducted an online survey to better understand by market: - the profile of our alumni - their interests - type of events they are interested in - day of week and time they would prefer for an event - and last but not least, how far they would be willing to travel for events Results & Key Learning • Chapter skews older: half of respondents are 51-65; one third are 36-50 • Top activities of interest (+70% of responses) are: social events & informal networking • SD alumni willing to travel as far as OC; prefer weekdays for local SD events. • OC open to travel to LA & SD; like weekday evening and weekend for events • LA not interested in traveling – want primarily local LA events, might do OC ; like weekend & weekday evening Conclusion: Do four quarterly events: 1 in SD on weekday, 1 in LA on weekday evening, 2 in OC – one on weekday evening/one on weekend. Focus on socializing & informal networking. Update: Have done four events based on learnings; participation is building as we go. Still learning …still lots to learn! 38
  39. 39. Chapter Best Practice - Washington D.C. Program overview International Business Development: Lessons & Learning’s from the “Front Lines” The presentation focused on key lessons learned, real life experiences, successes, and “learning moments” in managing and developing businesses in international markets. The presentation covered broad topics of total business development in new markets as well as transforming market strategies to meet the ever changing demands of the business environment in dynamic economies. The presenter, Zbigniew “Zbish” Pietrzak, graduated from Duke University and embarked on a successful 22 year career with Procter & Gamble. During his career he spent over 16 years “on the ground” in the developing markets of Central & Eastern Europe during the formative business years of 1991 – 2007. Executional details The event was held in the Executive Conference Room (ECR) in the InterCultural Center at Georgetown University. A member of the chapter was able to arrange a partnership with Georgetown by making the event accessible to their students. The event was publicized via LinkedIn. We created an event page on LinkedIn, and sent a P&G style memo to steering committee members with instructions on how to generate publicity. The memo included screen shots, and was circulated with a lot of lead time. Results & Key Learning The event was one of the best attended DC Chapter events. We learned that several factors contributed to boosting attendance: 1) Publicizing the event far in advance, 2) Involving steering committee members in the publicity process, 3) Effectively using LinkedIn, 4) Making the process of publicizing via LinkedIn easy for everyone. 39
  40. 40. Program overview Inaugural Relaunch Gathering – a social/networking gathering on a weekday evening. Executional details Was held Monday, July 31, 2017 from 5:30 PM to 7:30 PM EDT at Cure Bar & Bistro (in the Grand Hyatt Washington). The venue is steps from Metro Center, a central hub station in DC’s subway system. Several committee calls were held in advance of the event, which helped garner resources for word of mouth publicity. Both food and drink were “cash bar,” so we did not have to address our lack of any budget funds. The event was also publicized via email by the P&G Alumni Network. Two pictures attached. Results & Key Learning About 15 alumni attended – beginning the relaunch of our chapter, which had been effectively dormant for several years. We handed out a survey at the event, which most people completed. Findings included: 1) Most of those surveyed have not previously belonged to any P&G Alumni chapters, 2) The group is currently most interested in “general networking/socializing,” with “learning” and “mentoring” also high on the list of mentions, 3) In terms of interest in attending future events, “networking/social events” were most frequently mentioned but there was also a marked interest in “learning/speaking events”, 4) A few people were willing to commit to helping with the organization of future events, and interest in on- going volunteer opportunities is high, 5) Everyone was willing to share their email address. Chapter Best Practice - Washington D.C. 40
  41. 41. Americas Chapter Leadership Summit Agenda #9 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Group Discussion: How can we collaborate to scale our Network’s Intelligence? 15 minutes 41
  42. 42. Americas Chapter Leadership Summit Agenda #10 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Executive overview & video 5 minutes 42
  43. 43. pgalumnifoundation.org Hari Nair Chair harianair@gmail.com Vince Spiziri Board Member & Co-Chair, Fundraising vjsmail@mac.com Marianne Iyer Executive Director marianne.iyer@pgalums.com 43
  44. 44. Sharing Values: Network’s Charitable Giving Arm Mission: Economic Empowerment • Strategic grant-making creating real employment • P&G Alumni involvement • $1 million+ granted to 50+ organizations spanning 25+ countries Philanthropic Movement • Growing, underfunded global need • $1.2 million in gifts & multi-year commitments • 100% participation of Network & Foundation Boards 44
  45. 45. 45 https://www.youtube.com/watch?v=EqnOVOTea5I&feature=youtu.be
  46. 46. 46 Thank you everyone for contributing to Summit Segment 1. Curated videos & an executive summary of Segments 1 & 2 will be completed within 1 month & will be uploaded to the P&G Alumni Network site.
  47. 47. Summit Agenda Segment 2 - In Atlanta with 7 Chapters* 2:30p - 5:00p EDT *Will be taped Min 15 25 30 30 20 20 10 1. China P&G Alumni Network Summit – What Can We Learn From A Best Practice Alumni Community 2. Continue discussion of Segment 1 agenda items where needed. 3. Exercise: What does a Strong Chapter Look Like? 4. Exercise: Scaling Network - Strong Chapters as Centers of Excellence for new/re-energizing Chapters 5. Activating the Locally 6. EY Partners meet Chapters. How to harness EY Partnership at Chapters? 7. Action Steps 47
  48. 48. Americas Chapter Leadership Summit Agenda #1 China P&G Alumni Network August 2018 Summit What can we learn from a best practice Alumni community? Starting 2:30p EDT - 15 minutes 48
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  57. 57. 57 Overview video 2:19 minutes: https://vimeo.com/288457998
  58. 58. Americas Chapter Leadership Summit Agenda #2 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala 7 Chapters Continue Group Discussion of Segment 1* Starting 2:30p EDT - 25 minutes *Will be taped & uploaded on P&G Alumni Network site within 1 month. 58
  59. 59. Americas Chapter Leadership Summit Agenda #3 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala 7 Chapters Group Exercise: What does a Strong Chapter Look Like?* 30 minutes *Will be taped & uploaded on P&G Alumni Network site within 1 month. 59
  60. 60. What does a Strong Chapter Look Like? Atlanta Chapter - Board: Recruit 2-5 committed, energized Board members. Use distributed leadership. - Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want. - Funding: Utilize the Global repayable loan program. Get a sponsor to subsidize expenses. - Programming: content is king. Recruit compelling thought leaders. - Communication: Program announcements via Constant Contact – work with Global/Niki. Send ‘save the date & register’ email 6 weeks prior to event. Send weekly invites to non-responders. Send multiple reminders 1 week before. - Scaling: Encourage P&G Alums to invite work peers & family as guests - Engagement: For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter awareness, trial & adoption - Pricing: $20 in advance & $30 at door price points have worked in Atlanta market - Culture: Build philanthropy into your Chapter DNA 60
  61. 61. - Consistent Strong Leadership: Leader has built and led chapter for 18 years. - Board: energized 15 Board members (including 7 sub-chapter leaders). On-going organizing committee for the events. - Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want. - Funding: Get Sponsors to pay for some of the expenses – leverage the benefits of the P&G Alumni Network - Programming: Provide events that have interesting and relevant topics for your community. Examples of the 6 forums of China: a) Cross-border E-commerce b) The “She/Women” economy c) “Zero to One” – about succeeding as an entrepreneur d) Education e) A.I. technology f) IP – how to leverage traditional Chinese culture - Communication: On going communication via WeChat social platform. Every 2 weeks send out an interview of an Alum. What does a Strong Chapter Look Like? China Chapter 61
  62. 62. - Scaling: 3,000 alums (65% millennials) and growing - Engagement: 50% of active members. For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter awareness, trial & adoption - Value creation initiatives => PGA Fund ( 2 funds) – major source of networking for a core group - Funding and Sponsorship - Several major sponsors who wants to reach out to a large, prestige network - Pricing: Equivalent to $20-30 per forum, and $ 80 for annual Conference (incl. dinner) - Culture: “Never stop growing” - Why Alums want to join - They are proud of being a member. Sense of belonging and being part of a successful professional networking made of many successful people. What does a Strong Chapter Look Like? China Chapter continued 62
  63. 63. - Board: 17 Board members: Director, Secretary/Legal, Admin and 14 others participating in 3 Committees (Events, Philanthropy, Membership) - Well established: With 12+ years is the oldest in Latin America. Around 1,400 enrolled, 500 active members. Established as a non-profit organization with tax and accounting obligations. Bank checking account enables collections and payments. We issue tax-deductible invoices. Use Paypal and checking deposits for event fees. - Close relationship with P&G Mexico: Board Director owns relationship with P&G VP, Events Committee meets with HR and PR twice a year. Membership Committee is initiating a Project with HR and Purchases to define how to communicate and give priority for alumni entrepreneurs to become P&G suppliers. - Funding: P&G Mexico donation covers part-time Admin salary, external accountant fees and notary public fees. Event attendance fees are calculated to be cost-neutral. Seek sponsors for annual Re-Connect raffle (in kind). Use P&G Mexico facilities occasionally. - Programming: 4-5 events per year: enrichment/trends, museum exhibit private cultural visits, annual Re-Connect networking event, bi-annual Gala Dinner for Director-and-above networking. - Scaling: Allow P&G Alums to invite work peers & family as guests for enrichment/trends and cultural visits. - Pricing: US$30 average event cost, except for Gala Dinner which is US$125. No payments received at event. What does a Strong Chapter Look Like? México Chapter 63
  64. 64. - Communication: Program announcements via Constant Contact, PGAlums Mexico Facebook page invitations and LinkedIn profile. Send ‘save the date & register’ email 4-6 weeks prior to event. Board members send invitations via personal WhatsApp groups and personal e-mails. First country to implement automatic printing of “Alumni invitation letter” in exit process package for terminating employees (best practice reapplied in Latin America in 2017, globally in 2018) - Unique Philanthropy approach: • Use alum volunteers to create task forces o have a list of 100 volunteers o Task forces include 2-3 Board members and 3-4 alumni o Team formation depends on Project • Partner with Ashoka, a global organization www.ashoka.org, to identify for-profit social entrepreneurs with specific problems that can be solved via a 6-8 month intervention • Alumni task force and for-profit social entrepreneurs clarify and agree on scope of Project, success criteria, milestones. Meet at least once a month. • In addition to working to meet success criteria, Alumni task force builds capability so social entrepreneurs can be sustainable • Board has documented the intervention model • 2 projects at a time What does a Strong Chapter Look Like? México Chapter continued 64
  65. 65. Americas Chapter Leadership Summit Agenda #4 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala 7 Chapters Group Exercise: How to Scale Network – Strong Chapters as Centers of Excellence for new & re-energizing Chapters?* 30 minutes *Will be taped & uploaded on P&G Alumni Network site within 1 month. 65
  66. 66. Americas Chapter Leadership Summit Agenda #5 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala *Will be taped & uploaded on P&G Alumni Network site within 1 month. Activating at Chapter Level* Marianne, Executive Director 20 minutes 66
  67. 67. P&G Alumni Foundation 67 Philanthropy • Alumni are encouraged to engage in philanthropy. Charitable endeavors afford our Alums to “give back” and is encouraged at the global level, the chapter level and individually. Global Level • The P&G Alumni Foundation is the Network’s charitable arm with a mission of economic empowerment. The Foundation’s mission is to improve quality of life by economically empowering individuals in need to achieve greater financial independence and economic well-being for themselves, their families and their communities around the world. • The P&G Alumni Foundation has its own Board of Directors and various working committees. There are several ways Chapter members can get involved to create even more opportunities. • LEARN MORE about the P&G Alumni Foundation and how you can GET INVOLVED. • SUBMIT A GRANT PROPOSAL: Involved with a charity supporting economic empowerment? Present your project during our next grant cycle. Click here for an overview of the Grant Process. • DONATE to impact more lives and help create even more opportunities.
  68. 68. 68 P&G Alumni Foundation P&G Alumni Foundation: Chapter Engagement To raise awareness of its mission while collaborating with the Chapters, the P&G Alumni Foundation has developed a Chapter Engagement strategy. The Foundation will coordinate with the Membership Chairs and the Chapter leads to ensure efforts are collaborative, effective and efficient. • Tier 1: Foundation plans, hosts and is primarily responsible for a cultivation event inviting geographically located & VIP Alums and local Chapter representatives. • Tier 2: Foundation is part of the Chapter pre-set agenda / activity (Atlanta 2018, India 2017). • Tier 3: Foundation Board and committee members attend local chapter events as Alums, Chapter member. • Chapters interested in including the Foundation as part of its agenda or co-hosting an event, should reach out to Marianne Iyer, Foundation Executive Director (marianne.iyer@pgalums.com or +1- 443-540-7639). Local Chapter Level: Some chapters organize their philanthropy locally without any collaboration / input by the P&G Alumni Foundation. Individually: Chapters encourage individuals to support their own philanthropy and charitable efforts.
  69. 69. ALUMNI LEADERSHIP ALUMNI GRANT CHAMPIONS SUSTAINABLE INFRASTRUCTURE MULTIPLIER EFFECT • Cultural Alignment and Core Values • Philanthropic Expertise • P&G Legacy of Training, Discipline & Competencies • P&G Approach to Research, Metrics & Accountability • Each Project Supported and Endorsed by Alumni • Personal Support, Participation, Sponsorship • Scalable • P&G Alumni Foundation Fund at GCF • World Class Governance and Infrastructure • Stewardship and Consultation • Increased Awareness and Enhanced Marketing • Secure Additional Funding • Collaboration (to be developed) 69 P&G Alumni Foundation Best Practice Difference
  70. 70. Tier 1: San Francisco Chapter (April 2016) Tier 2: Atlanta Chapter (March 2018) Key Learnings & Opportunities • “Teaming Up” contributes toward membership engagement. • Aligns with Network’s higher order mission of “giving back”. • Foundation can help provide additional marketing & personal outreach to attract an engaged audience. • Foundation may be able to help Chapter – where appropriate & where makes sense - secure venue & speaker(s). • Provides additional opportunities for local members to “get involved” (e.g., join a committee, champion a grant, etc.). P&G Alumni Foundation Best Practice Example 70
  71. 71. Program overview Collaborating with the San Francisco Chapter, the P&G Alumni Foundation raised awareness of its mission & impact while cultivating relationships to get Alums involved (e.g., donor, volunteer, both, etc.). Foundation hosted a “VIP Reception” prior to a scheduled San Francisco Chapter event at the same venue & encouraged our attendees to attend the Chapter event. Referencing the Philanthropy Section in the Tool Kit, this is an example of a Tier 1 Chapter Engagement strategy. Executional details VIP Reception (5:00-6:30 p.m.) • Hosted By: Bracken Darrell, CEO - Logitech, and Chip Bergh, CEO - Levi Strauss (Foundation Board members Chris Hessler and Hari Nair personally know Bracken and Chip) • Invitations: sent to 40-50 C-Suite Alums in SF; by invitation only w/ personal outreach • Who Attended: Bracken, Chip, Chris (in SF on business) + ~15 Alums (working in SF) • When / Where: Tuesday, 10/4/16 from 5-6:30 p.m. at Bare Bottle Brewery • Event Flow: mingling + opening remarks / showed “Opportunity” video + brewery tour by Bare Bottle owner / founder (also a P&G Alum) + reminder to attend / stop by the Chapter event • Logistics: Foundation owned the VIP Reception; Chapter owned their event; we coordinated on logistics and made sure the “right and left hands knew what the other was doing”; held VIP Reception in a private section of the Brewery; offered appetizers from food trucks and beer from Bare Bottle • Chapter Event (6:30-8:30 p.m.): social in nature Results & Key Learning Results: For the Foundation, several new relationships were formed; several donor prospects were identified; more than $50,000 was raised following this cultivation event. Several of those attending stopped by or attended the Chapter event and became familiar with its activities. Key Learnings include: • Personal invitations, outreach & follow-up are critical to driving attendance. “Lean in” to invitation list (e.g., invite more to get a reasonable “show up” rate). • Future opportunity to help Chapters secure venue and speaker(s) given relationships with Foundation Board members (e.g., could we have asked Bracken or Chip to speak at the Chapter event and held the VIP Reception for 1 hour before?). • Foundation can provide additional marketing efforts to attract an engaged audience, leveraging our own personal contacts. 71 P&G Alumni Foundation Best Practice Example Tier 2: San Francisco Chapter - April 2016
  72. 72. Program overview Collaborating with the Atlanta Chapter, the P&G Alumni Foundation raised awareness of its mission & impact while cultivating relationships to get Alums involved (e.g., donor, volunteer, both, etc.). Foundation was allocated 15 minutes as part of the Chapter’s agenda. Referencing the Philanthropy Section in the Tool Kit, this is an example of a Tier 2 Chapter Engagement strategy. Executional details • Who Attended from Foundation: Vince Spiziri, Foundation Board Member (in ATL on business) • Chapter’s Main Contact: Steve Cook, former Chapter President • Audience: Atlanta Chapter members • When: March 21, 2018 from 6-8 p.m. • Event Flow: Foundation was part of the agenda established by the Atlanta Chapter (featured Jim Stengel). Shared our “Opportunity” video and addressed audience of Chapter members. • Invitations & Logistics: Atlanta Chapter owned all aspects & coordinated with the Foundation who developed slides and provided video (mp4 version). Results & Key Learning Results: For the Foundation, again several new relationships were formed and donor prospects identified. For the Chapters, research supports that organizations (Network, Chapters) offering corporate citizenship programs benefit from more engaged employees (Chapter members). The more committed the organization is to the breadth and depth of this program, the higher their engagement scores. (Source: Northwest School of Education & Social Policy). Key Learnings: • “Teaming up” with an active Chapter by leveraging their event schedule underscores this collaborative relationship. It also provides a “higher purpose” component to the Chapter’s agenda and enables alignment with larger Network mission of giving back. This model works more effectively for those geographies where we have Foundation representatives (e.g., Board members, knowledgeable volunteers, etc.) who can attend the events. We could “zoom in” but the in-person, relationship building is more powerful. That said, Chapter representatives could play that “philanthropic / Foundation role” (in the absence of or in addition to the Foundation representative). • Encourages local members to “Get Involved” in our mission: learn more, champion a grant, join a committee (more than donating) 72 P&G Alumni Foundation Best Practice Example Tier 2: Atlanta Chapter - March 2018
  73. 73. • Learn More • Get Involved • Incorporate Foundation / Philanthropy into Chapter Plans Hari Nair Chair harianair@gmail.com Vince Spiziri Board Member & Co-Chair, Fundraising vjsmail@mac.com Marianne Iyer Executive Director marianne.iyer@pgalums.com • Champion a Grant • Invest with Us: Donate Thank You for Your Consideration & Support! 73 Help Create More P&G Alumni Foundation Opportunities
  74. 74. Americas Chapter Leadership Summit Agenda #6 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Harnessing Partnership with Chapters* 20 minutes *Will be taped & uploaded on P&G Alumni Network site within 1 month. 74 Kristina Rogers, Global Consumer Industries Leader Rich Mitchell, Business Development
  75. 75. Let’s THANK our Global Partner! 75
  76. 76. Americas Chapter Leadership Summit Agenda #7 S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala 7 Chapters Group Exercise: Action Steps* 10 minutes *Will be taped & uploaded on P&G Alumni Network site within 1 month. 76
  77. 77. Americas Chapter Leadership Summit S. Florida Puerto Rico Atlanta Carolinas Washington D.C. Baltimore NYC Boston Toronto Princeton Chicago Cincinnati Phoenix/ Scottsdale N. Texas Bay Area/ Silicon Valley S. Cal/LA Mexico City Costa Rica Panama Peru Chile Argentina Brazil Colombia Venezuela Guatemala Appendix 77
  78. 78. Chairs: Paul Fox (US) & Gustavo González García (Panama City) Members: Niki Siropoulou (Greece) Maryanne Iyer (US) Yannis Giovanos (Greece) Sam Edalli (US) The Communications Committee is tasked with developing & executing the Network’s strategic communications plan, coordinating communications globally and providing support, counsel & guidance on communications topics for chapters, regional ambassadors & the Alumni Board. Communications Committee 78
  79. 79. Build Partner: Enterprise Alumni Launch Date: November 1, 2018 The current Network communications platforms – website, member databases, social sites – are out of date and lack coordination and integration. The communications committee was tasked with reinventing how we use these platforms. This will be a state of the art digital platform with extensive functionality, database management, mobile enabled & fully integrated with network properties. It will be a game changing initiative for the Network & Chapters. Communications Committee - Key Initiatives 79
  80. 80. Features: • Fully searchable • Calendar & Events • Services • Chapter pages • News and Features • Analytics • And more New Digital Platform 80
  81. 81. 1. At no time may the database be used for communications to members that results in personal business or personal gain. 2. 3 levels of access to the database: a. Level I (Chapters) Two representatives (Chair and Co-Chair) of a chapter would be given access to alumni members who have either registered with their chapter, expressed an interest in receiving information from that chapter or reside in the city where the chapter is located. They can use this section of the database to directly communicate with their members for events and other activities relevant to their chapter operation. b. Level II (Regional) Individuals appointed by the P&G Alumni Network Board or the Network’s Membership & Engagement Committee as Regional Ambassadors (North America, Latin America, Europe, Middle East & Africa, and Asia Pacific) will have access to members registered in their region. This will enable regional ambassadors to update and more effectively engage and help the chapters within their region. c. Level III – (Global) The P&G Alumni Network Board will grant access to the entire database to individuals performing the following executive roles: Chairman and President of P&G Alumni Network Executive Director of P&G Alumni Network Digital Manager of the P&G Alumni Network Communications Committee Chair Communications Committee - Data-base Access Guidelines 81
  82. 82. Misuse of Membership Database Infringement is defined as any violation of the privacy guidelines and database usage guidelines including: a. Use of database for personal business or gains b. Use of database to issue communications that are unlawful, defamatory, sexually explicit. obscene, abusive or that violates others privacy rights c. Use of the database to issue communications that degrade others on the basis of gender, race, class, ethnicity, national origin, religion, sexual preference, disability or political beliefs d. Use of the database to issue communications that involve a personal attack or designed to incite others to violate laws e. Use of the database to issue communications for any commercial purpose of solicitation of donations not already approved by the P&G Alumni Network Board. f. Use of the database for communications that breaches copyright or intellectual property laws g. Use of the database to disrupt the operations of the P&G Alumni Network h. Attempts to access sections of the database to which permissions have not been granted i. (e.g. having access of database beyond your area of influence; misusage of database mailing for personal business or gains) Communications Committee - Data-base Access Guidelines 82
  83. 83. Misuse of Membership Database If any individual is judged to have infringed these guidelines, that person will be: a. Advised on the nature of the infringement b. Their access to the database will be suspended for six months c. In the case of an infringement by a chapter representative, the Board of the Chapter will be advised of the infringement and subsequent penalty d. In the case of an infringement by a Regional Ambassador, the P&G Alumni Network Board will be advised of the infringement. If an individual commits a second infringement: i. The individual will have his or her access to the database permanently removed. ii. The respective Board will be advised of the infringement. 83 Communications Committee - Data-base Access Guidelines
  84. 84. Objectives: To create content and programming that enrich the experience of network members in a way that creates engagement on their part and invites them to get their other alumni peers into the network. Enrichment is defined as education, mentoring and experience sharing. Enrichment Committee 84
  85. 85. 1) Webinars -The Webinar program is a strong tool to reach the network, globally, in a consistent and frequent manner. They also present an opportunity for revenue via sponsorship agreements. Running since 2017, mostly at a monthly pace. Audience varies between 100 and 250 viewers. 2) Peer-to-Peer Establish and run peer-to-peer networks of C-Level executives, starting with CMOs, to: • Keep discussion groups consistent, appropriate for the topic being discussed. • Leverage Diversity. • Create a safe haven where members feel secure in exchanging issues and frustrations. 3) New Business Catapult - Develop a platform that allows the Alumni to connect and work together on new business opportunities. Also, to engage different generations and enable the interaction and exchange of advice, partnerships and funding support. Enrichment Committee - Key Initiatives 85
  86. 86. Key Objectives are to: 1) Secure annual revenue streams to the global alumni network to about $ 500K/year. 2) Create a model for sponsorship, asset activation and membership activation for financial purposes. 3) Create (and pilot) a working model for exchange on revenue topics between global and local/regional chapters Committee Members: Chair: Jesper Wiegandt (Geneva. Switzerland) Members: Fuad Abdullah ( Cincinnati and Sierra Leone, Africa) Ramal Sehgal (New York, USA) Eric Vanderscheuren (Cincinnati,USA) Revenue Committee 86
  87. 87. 1) Activate sponsorship model for Madrid conference including reactivating Cincinnati sponsors 2) Create global network asset inventory (pending new on-line platform and membership contact model) and value assets 3) Pilot potential revenue streams, such as, but not limited to: Sponsored webinars Paid email bursts Premium membership services and benefits Opt-in member contribution (eg a la Speakers’ Bureau, Syndicated crowd consulting etc) 4) Create model for clarified relationships between global sponsors and local chapters Revenue Committee - Key Initiatives 87
  88. 88. Global Sponsors for 2017’s Global Conference (Cincinnati, October 2017), more robust partner opportunities: • 2-Year Sponsorships (from April 2017 to April 2019) • 4 Sponsorship Tiers, with various Network engagements… • During the Global Conference (attendance and presenting) • Before/After the Global Conference (webinars, chapter sponsorships) Revenue Committee - Global Partner Sponsors 88
  89. 89. PRESENTING GOLD SILVER SPONSORS Please DON’T contact without Global Board Sponsor team! • EY (Mark Beichel) • Accenture (John Zealley, UK) • Publicis (Chris Foster) • HyperQuake (Colin Crotty) • Google (Julie Edelman) • SelectWorld (Bianca Wueppenhorst) • Aspiriant (Peter Schwartz) • Sanofi (Graeme Smith) • Ivy Mobility (Craig Beal) • LPK (Sara Tomes) • Brandemonium (Bill Donabedian) • Field Agent (Cory Nelson) • Synfiny (Jeff Wuest) SPONSORSHIP PROVIDED • Speaker/Panel Participation • Special Event Title Naming • 4 attendees (2 @ VIP events) • Pre-conference Intros • 2 Chapter Speaking • 1 Webinar • PGalums.com: 10x Op-eds, job- posting for 24 months • Special Event Title Naming • 2 attendees (1 @ VIP events) • Pre-conference Intros • 1 Chapter Speaking • 1 Webinar • PGalums.com: 4x Op-eds, job-posting for 12 months • Meal Event Title Naming • 1 attendee + discounted registrations, • 1 Chapter Speaking • 1 Webinar • PGalums.com: 2 Op-eds, job- posting for 6 months ALSO INCLUDED (optional): Sponsor concierge, Discounted registrations, Event Signage, Conference booth, Ad in program guide, Placement on event website & emails, Gift Bag / Silent Auction Participation Sponsors with global footprint (VS US/local) Offerings before/after conference Revenue Committee - Global Partner Sponsors 89
  90. 90. • Most sponsors participated only in the global conference, while a handful have engaged more broadly with webinars and chapter speaking. - EY, Aspiriant, Synfiny, Accenture, Brandemonium - In these cases, sponsors have “leaned in” with additional event support, venues, thought leadership speakers, etc. • Opportunity to deepen sponsor relationships - especially as we look towards next global conference (October 2019 in Spain) - Every sponsor relationship is unique (e.g. Google VS Publicis, etc), so please coordinate outreach to sponsors with Global Board member Revenue Committee - Global Partner Sponsors 90
  91. 91. 1. Agreement to Follow the Guidelines. Officers and leaders of the Chapters agree to follow these Guidelines. 2. Only Authorized Officers of the Global Network Have Authority to Act on Behalf of the Global Network 3. Eligibility of PGAN Members. Membership in the P&G Alumni Network is generally available to anyone who (i) is a former employee of the Procter & Gamble Company and (ii) pays the regular annual dues that are in effect at the time (if any such dues are in effect). 4. No Agency Relationship. Local chapters have no authority to contractually bind the P&G Alumni Network, Inc., or to create obligations on behalf of the P&G Alumni Network, Inc. 5. No Rights to Use the Name, Logo or Trademarks of the Procter & Gamble Company 6. Recognition as an Official Local Chapter. The only official “chapters” of the Global Network will be those that are officially recognized as such by the Board of the Global Network. The Global Network reserves the right to suspend or terminate the recognition of any organized group of P&G alumni as an Official Local Chapter. 7. Use of Marketing Resources. The P&G Alumni Network, Inc. may choose to allow the local chapter to utilize marketing tools, the membership database, and other resources of the corporation to grow and sustain the local chapter. 91 Chapter Guidelines & Requirements Created by The P&G Alumni Network, Inc., an Ohio non-profit corporation.
  92. 92. 8. Local Chapters are subject to the Global Network’s Governing Documents, Policies and Procedures. a. Local chapters of the P&G Alumni Network, Inc. are subject to (and required to act in accordance with) the Articles of Incorporation, Bylaws and other governing documents of the P&G Alumni Network, Inc. b. Local chapters are required to comply with the rules, regulations and policies of Global Network, including privacy and data security procedures, access and use of personal information, building security procedures, and general health and safety practices and procedures. c. Local chapters are expected to maintain records relating to their activities and leadership. Periodically the Global Network will request updates from the local chapter on its activities and leadership (e.g., current leadership roster, schedule of events, etc.). d. Local chapters shall ensure that all persons, whether employees, agents, contractors, or anyone acting for or on behalf of the Chapter, are properly licensed, certified or accredited as required by applicable law for any services they are performing or activities they are conducting. e. Local chapters are prohibited discriminating against members on the bases of race, color, religion, sex, sexual orientation, national origin, ancestry, handicap, age, or on any other basis which is illegal in the jurisdiction where the local chapter operates. f. The Chapter is required to reasonable security precautions to protect against unauthorized access to any Personal Data of PGAN Members or any other individual collected by or on the behalf of the Chapter. 92 Chapter Guidelines & Requirements Created by The P&G Alumni Network, Inc., an Ohio non-profit corporation.
  93. 93. 9. Privacy & Security. The Chapter is required to reasonable security precautions to protect against unauthorized access to any Personal Data of PGAN Members or any other individual collected by or on the behalf of the Chapter. The Chapter shall implement and maintain administrative, physical, and technical safeguards that prevent any unauthorized use of Personal Data. 10.Confidential Information All non-public, confidential or proprietary information of the Global Network is confidential, solely for the purpose of performing these Guidelines and may not be disclosed or copied or used for any other purpose unless authorized in advance by the Global Network in writing. 11.General; Miscellaneous These Guidelines will not be construed to create or imply any ownership, agency or joint venture. These Guidelines shall be governed by the laws of the state of Ohio, excluding its conflict of laws rules. 93 Chapter Guidelines & Requirements Created by The P&G Alumni Network, Inc., an Ohio non-profit corporation.
  94. 94. Sept. 11, 2018 Participants 21 Chapters 80% of North & Latin America Chapters 94
  95. 95. GLOBAL & REGIONAL LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Helena Wong NYC Global Board, Co-Chair Membership & Engagement hwong10023@gmail.com 201-851-1001 www.linkedin.com/in/hele nawong/ Betty Estrada Mexico City Global & Mexico City Board, Co-Chair Membership & Engagement betestlo@gmail.com +52-155-5107-7544 www.linkedin.com/in/beatr izestrada Steven Cook Atlanta President Emeritus Atlanta Chapter, Atlanta Board, N. America Ambassador Steven@StevenCook.me 404-606-8284 www.linkedin.com/in/Stev enCook1/ Niki Siropoulou Athens, Greece Executive Director P&G Alumni Network niki@pgalums.com +30-6945-70-69-70 www.linkedin.com/in/nikisi ropoulou/ Yannis Giovanos Athens, Greece Digital Manager P&G Alumni Network yannis@netgurus.gr +30-6974-36-17-65 https://www.linkedin.com/i n/yannisgiovanos/ Marianne Iyer Boston Executive Director, P&G Alumni Foundation marianne.iyer@pgalums. com 443-540-7639 www.linkedin.com/in/mari anne-v-iyer-0605951a/ 95
  96. 96. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Harris Fogel Atlanta Co-President Atlanta Chapter Board hfogel04@gmail.com 404-576-6534 www.linkedin.com/in/harris fogel/ Larry McHugh Atlanta Atlanta Chapter Board larrymchugh@yahoo.com 267-258-6351 www.linkedin.com/in/larry mchugh/ Cheryl Williams Baltimore Greater Baltimore Chapter Board cheryl@cghwilliams.com 443-813-2534 www.linkedin.com/in/cheryl -hudgins-william Karen Cornell Anderson Carolinas Potential North & South Carolina Chapter Board karen_c_anderson@ml.co m 704-607-7135 www.linkedin.com/in/karen -anderson-2bb8285/ Yogesh Chavda Chicago Co-Chair Chicago Chapter Board yogesh@y2sconsulting.co m 513-519-4935 www.linkedin.com/in/yoges hchavda1/ 96
  97. 97. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Ann Hoeger Chicago Co-Chair Chicago Chapter Board Ann.hoeger@thegoldenph oenixgroup.com 773-425-3800 www.linkedin.com/in/annh oeger Richard Cacciato NYC Chairman New York Chapter Board rcacciato@blue- iceberg.com 646-258-3360 www.linkedin.com/in/rcacci ato Gary Orosy Dallas-Fort Worth, TX President North Texas Chapter Board gary.orosy@gmail.com 940-391-3099 www.linkedin.com/in/garyo rosy/ Shantini Monthree Phoenix Potential Arizona Chapter Board shantini@brandkind.marketi ng 484-238-6585 www.linkedin/in/shantinimun three Karina Jones Phoenix Potential Arizona Chapter Board karinajones73@gmail.co m 480-364-2615 www.linkedin.com/in/klun go/ Debra Bass Princeton, NJ Co-Chair Princeton Chapter Board debra.bass@nuvo- group.com 908-492-0066 www.linkedin.com/in/debra -j-bass-3775372/ 97
  98. 98. NORTH AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Pankaj Chopra Princeton, NJ Co-Chair Princeton Chapter Board pchopra3@its.jnj.com 310-292-3194 linkedin.com/in/pankaj- chopra-1ab7365 Valerie Sheppard Trabuco Canyon, CA Co-Leader Southern California Chapter Board valerie@HappytoBeME.net 949-241-3730 https://www.linkedin.com/in/ valeriersheppard/ Madeleine Wiener de Torsiac Southern California Co-Leader Southern California Chapter Board mwiener33@gmail.com 858-361-1554 linkedin.com/in/madeleine wiener Samantha Avivi Boca Raton, FL Chair South Florida Chapter Board Samantha@avivimarketing .com 561-221-3814 https://www.linkedin.com/i n/samavivi/ Ramon Palmero Delray Beach, FL South Florida Chapter Board ramon.palmero@gmail.co m 203-482-35230 www.linkedin.com/in/ramo n-palmero-8831744/ 98
  99. 99. NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Beatriz Castillo Fort Lauderdale, FL South Florida Chapter Board castillobea@hotmail.com 786-626-2745 https://www.linkedin.com/i n/beatrizcastillolara Ester Benzie Toronto Co-Lead, P&G Alumni Chapter, Toronto estherbenzie@gmail.com 416-272-3836 www.linkedin.com/in/esthe rbenzie Jeff Adler Washington, D.C. Co-Chair Washington, D.C. Chapter Board Jadler@vaultconsulting.co m 301-806-3850 https://www.linkedin.com/i n/jeffreyadler/ Svetlana Dimovski Washington, DC Co-Chair Washington, D.C. Chapter Board Svetlana.Dimovski@gmail. com 484-410-7064 https://www.linkedin.com/i n/dimovskis/ Anne Byerly Central Coast of California Potential Santa Barbara Chapter Board kbyerly1@gmail.com 215-385-4278 www.linkedin.com/in/anne- k-byerly NORTH AMERICA CHAPTER LEADERS 99
  100. 100. NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Frank J. Simone The Villages, FL Potential Central Florida Chapter Board fjsimone@hotmail.com 631-949-1864 Kelley Styring Portland, OR Potential Portland Chapter Board Kelley.styring@insightfar m.com 503-554-5567 www.linkedin.com/in/kelle ystyring/ NORTH AMERICA CHAPTER LEADERS 100
  101. 101. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Valeria Gerolamo Brasil Leader Brasil Chapter Board valeriagerolamo@gmail.co m +55-11-99560-3162 linkedin.com/in/valéria- gerólamo-098144 Marina Mattos Brasil Leader Brasil Chapter Board marina_staub@uol.com.br +55-11-99222-0663 www.linkedin.com/in/marin amattos Juan Pablo Davila Colombia Colombia Chapter Board Juan.davila@inalde.edu.c o +573157971264 Jorge Hernandez Costa Rica Costa Rica Chapter Board jorge.hernandez@cr.ey.co m jorge_herbet@yahoo.com +506-8339-7373 linkedin.com/in/jorgeherna ndezb/ Fernando Alvarado San Jose, CR Costa Rica Chapter Board fernandoafischel@gmail.c om +506-8827-6751 www.linkedin.com/in/ferna ndo-alvarado-fischel 101
  102. 102. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Leda de Garino Costa Rica Costa Rica Chapter Board garino.lp@gmail.com +506-88789292 www.linkedin.com/in/leda- de-garino-3477404 Cynthia Cañas Escoto Costa Rica Costa Rica Chapter Board cycaes@gmail.com +506-83834386 www.linkedin.com/in/cynthi a-cañas-524a3324 Matilde Wheelock Guatemala Guatemala City Chapter Board mattywheelock14@gmail.c om 502-5402-9595 www.linkedin.com/in/matild ewheelock/ Andrée Marie Asturias Stein Guatemala Guatemala City Chapter Board amasturias@belca.com.gt 502-40056607 www.linkedin.com/in/andré e-marie-asturias-stein- 1bb38a12/ Yamil Abraham Mexico City México Ciy Chapter Board abrahamyamil@Gmail.co m 011-52-5519650832 www.linkedin.com/in/yamil- abraham-6393581 102
  103. 103. LATIN AMERICA CHAPTER LEADERS NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX Patricia Spisto Mexico City México City Chapter Board patricia.spisto@beyond- consulting.net 521-55-619-38749 www.linkedin.com/in/patrici aspisto Carmen Gonzalez Mexico City México City Chapter Board siacgonzalez@prodigy.ne t.mx +51-155-5451-2384 Susana Elespuru Peru Peru Chapter Board selespuru@gmail.com +51-1-4410749 (this fixed line preferred) +51-999459614 www.linkedin.com/in/susan aelespuru/ Jose ( Pepe) Alonso San Juan, Puerto Rico Leader Puerto Rico Chapter Board pepealonso77@yahoo.co m 787-424-0408 www.linkedin.com/in/alons oja/ Maria Camila Vargas Santiago, Chile Potential Chile Chapter Board camila@kitegroup.cl 569-57881016 www.linkedin.com/in/mari a-camila-vargas 103

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