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National Leadership Meeting Thursday, September 13, 2018

Join us for the National Leadership Meeting on Thursday, September 13, 2018. Follow table seating rules and learn about NAIFA's transformation, business plan, and upcoming programs. Discover the rebranding of NAIFA and its goals. Engage in brand assessment, development, and creation. Mobilize, recognize, and build great affiliates. Serve underserved markets and strengthen relationships with local chapters. Develop leaders and create bench strength.

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National Leadership Meeting Thursday, September 13, 2018

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  1. National Leadership MeetingThursday, September 13, 2018

  2. Table Seating Rules • Please sit with individuals who are not from your state. • Make new friends, sit with a diverse group of leaders. • Please do not sit at the reserved tables.

  3. Strategic Overview

  4. Kevin Mayeux, CAENAIFA CEO

  5. Driving NAIFA’s Transformation

  6. FY19 Business Plan • Available on Table • Quarterly Updates • High Level Goals

  7. Advisor Ambassador Program Inaugural YAT-Run Recruitment Program Oct. 3: Learn Exceptional Prospecting Practices—Jordan Millette Oct. 10: Build Your Professional Network of Mentors & Industry Colleagues—Blake Gillies Oct. 17: Be a Playmaker in the Financial Services Industry—Brenton Harrison Oct. 24: Optimize Your Time & Cash Flow—John D. Richardson

  8. Limited & Extended Care Planning Center

  9. Professional Pathway

  10. Rebrand NAIFA NAIFA 20/20 milestones create a new strategic weapon to rebrand and relaunch NAIFA

  11. Rebrand NAIFA • Members • Non-members & Prospects • Companies, Industry Leaders • Industry organizations

  12. A New Brand: Goals • High level of clarity • Emotional resonance • Result is a new spirit of unity, motivation for our audiences

  13. Brand Approach:To accomplish clarity, search for simplicitysimple yet powerful

  14. Phase 1: Brand Assessment & Discovery October-December • Executive interviews • Communications Audit of NAIFA materials • Competitive Analysis • Online stakeholder surveys • Analyze and present discovery research

  15. Phase 2: Brand Development & Creation January-March • Immersion Session (4-6 hour session to gain consensus on brand direction • Create platforms as potential creative directions • Brand promise, architecture for various audiences • Brand book & guidelines

  16. Brand launch NAIFA Staff/Chapter Executives • Presentations • New email & power point templates • New design guidelines: digital, print website • Brand book

  17. Brand launch Membership • Digital assets reflect brand • Social media templates • Digital banner ads • Messaging • Advocacy presentations

  18. Brand launch Corporate Partners • Messaging: Why Support NAIFA? • Digital campaign • Advocacy

  19. ITN Video • (need to embed once final)

  20. Suzanne CarawanDirector, Marketing

  21. Traditional User Experience Journey National State Local

  22. Digital-First User Experience Journey #NAIFAProud

  23. NATIONAL STATE LOCAL

  24. https://www.chiefmarketer.com/wp-content/uploads/2015/01/viralshare300x200.pnghttps://www.chiefmarketer.com/wp-content/uploads/2015/01/viralshare300x200.png

  25. 1 - 2 - 3 Organize Mobilize Recognize

  26. 1) Organize • Inventory • Get Connected • Aggregate Calendar, Channels & Contacts

  27. 2) Mobilize • Formal Roll Out Process • Formal Feedback Loops • Pick Up Kits • Take Action

  28. 3) Recognize • #NAIFAProud • Member of the Week • Advisor Ambassador • National Membership Day

  29. “Journey of a Thousand Miles Begins with a Single Step” Questions? Comments?

  30. Creativity in CommunicationLeveraging Technology

  31. You: As a Leader

  32. Successful Teams

  33. Building Great Affiliates • Recruit leaders who are passionate about their volunteer area • Create a plan, communicate it, and execute it. • Ensure membership is maintained by keeping affiliates engaged and involved

  34. Building Great Affiliates • Bring programming to areas that have been underserved or long ignored. • Greater volunteer engagement on state committees and board

  35. Table Discussion How do we build great affiliates, what does it look like?

  36. Serving Underserved or Abandoned Markets • Map out current associations in state • Zip code map your current state members • Look at where locals have merged or dissolved in the last 15 years, is there activity there, are they being served?

  37. Serving Underserved or Abandoned Markets • Contact members in underserved areas, ask them to host a program planned by the state. • Reach out to the agencies and past leaders in those areas to create program support.

  38. Strong Relationships with Local Chapter • ONE NAIFA • Local chapter member are state members too. • Volunteer engagement from chapters on state committees and board is critical.

  39. Swim Lanes

  40. Developing Local Activity Kris Alfheim NAIFA-Wisconsin

  41. Table Discussion What would the ideal be for your chapter? What are the first things you can do to start in that direction?

  42. Developing leaders and creating bench strength • Utilize regions for shared meetings and LILI classes • Utilize social media to reach potential leaders • Create Micro-volunteer opportunities • Directly engage new members and prospects in volunteer opportunities. • Be purposeful.

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