NMTSS NMTSS
Why this meeting?
1. Review of NMTSS policies and procedures
2. Coaching on UBP Presentations
3. Coaching on Local Seminars
4. Answer questions
5. Set the standard for all Regions across the country
6. Region of the Year Criteria
Why this meeting?
1. Review of NMTSS policies and procedures
2. Coaching on UBP Presentations
3. Coaching on Local Seminars
4. Answer questions
5. Set the standard for all Regions across the country
6. Region of the Year Criteria
NMTSS POLICIES & PROCEDURES NMTSS POLICIES & PROCEDURES
GOALS & OBJECTIVES:
• Increase the number of attendees at NMTSS Events.
• UnFranchise Business Presentation Meetings(UPB) > 50
• Local Seminars > 150
• Regional Convention > 1,000
• Increase “Sponsoring”
• Increase “Sales” (BV and IBV)
GOALS & OBJECTIVES:
• Increase the number of attendees at NMTSS Events.
• UnFranchise Business Presentation Meetings(UPB) > 50
• Local Seminars > 150
• Regional Convention > 1,000
• Increase “Sponsoring”
• Increase “Sales” (BV and IBV)
NMTSS POLICIES & PROCEDURES NMTSS POLICIES & PROCEDURES
GOALS & OBJECTIVES: (cont’d)
• Raise the “standards and expectations” of all COMPONENTS of the NMTSS in order to facilitate a sense of pride and ownership in this product.
• Advisory Council Members• Certified Trainers• Speakers Bureau Members• UnFranchise Business Presentation Coordinators• Local Coordinators• Regional Directors• Attendees!!
GOALS & OBJECTIVES: (cont’d)
• Raise the “standards and expectations” of all COMPONENTS of the NMTSS in order to facilitate a sense of pride and ownership in this product.
• Advisory Council Members• Certified Trainers• Speakers Bureau Members• UnFranchise Business Presentation Coordinators• Local Coordinators• Regional Directors• Attendees!!
NMTSS Northern RegionNMTSS Northern Region
Northern Region Goals
1. Run the best and most professional NMTSS system in the world
2. Set records for attendance at all meeting levels (UBP’S, Locals and Regional)
3. Increase the number of UFO’s in our Region
4. Increase number of Professional Coordinators and above in Region (Pin Levels)
5. Increase number of Million Dollar Earners in the Region
6. Increase number of Preferred Customers
Northern Region Goals
1. Run the best and most professional NMTSS system in the world
2. Set records for attendance at all meeting levels (UBP’S, Locals and Regional)
3. Increase the number of UFO’s in our Region
4. Increase number of Professional Coordinators and above in Region (Pin Levels)
5. Increase number of Million Dollar Earners in the Region
6. Increase number of Preferred Customers
NMTSS Northern RegionNMTSS Northern Region
How do we reach our goals?
• Build in the home
• More 1 on 1’s/ 2 on 1’s/ HBP/ PS
• Leaders build teams to do HBP’s on weeks you do not have a UBP
• Follow up with what you do have set up
• Suggestions?
How do we reach our goals?
• Build in the home
• More 1 on 1’s/ 2 on 1’s/ HBP/ PS
• Leaders build teams to do HBP’s on weeks you do not have a UBP
• Follow up with what you do have set up
• Suggestions?
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
SPEAKERS BUREAU MEMBERSHIP:
• Two Categories
• Category 1:
• > $1,500/month in COMMISSIONS from one (1) or more BDCs in calendar quarter and Qualify as a UFO two (2) calendar quarters out of a calendar year.
• Speak/Train where attendance fee is charged for publically scheduled events:
• Compensation segment of UBP
• NDT, B5, Product Training
• All meetings/trainings MUST be approved by the respective Local Coordinator
SPEAKERS BUREAU MEMBERSHIP:
• Two Categories
• Category 1:
• > $1,500/month in COMMISSIONS from one (1) or more BDCs in calendar quarter and Qualify as a UFO two (2) calendar quarters out of a calendar year.
• Speak/Train where attendance fee is charged for publically scheduled events:
• Compensation segment of UBP
• NDT, B5, Product Training
• All meetings/trainings MUST be approved by the respective Local Coordinator
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
SPEAKERS BUREAU MEMBERSHIP: (cont’d)
• Category 2:
• > $3,000/month in COMMISSIONS from one (1) or more BDCs in calendar quarter and Qualify as a UFO two (2) calendar quarters out of a calendar year.
• Speak/Train where attendance fee is charged for publically scheduled events:
• Compensation segment of UBP
• NDT, B5, Product Training
• Local Seminar, District Conference
• All meetings/trainings MUST be approved by the respective Local Coordinator
SPEAKERS BUREAU MEMBERSHIP: (cont’d)
• Category 2:
• > $3,000/month in COMMISSIONS from one (1) or more BDCs in calendar quarter and Qualify as a UFO two (2) calendar quarters out of a calendar year.
• Speak/Train where attendance fee is charged for publically scheduled events:
• Compensation segment of UBP
• NDT, B5, Product Training
• Local Seminar, District Conference
• All meetings/trainings MUST be approved by the respective Local Coordinator
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
SPEAKERS BUREAU MEMBERSHIP: (cont’d)
• Speakers Bureau Members are required to be ACTIVE members in good standing in their respective Local Association• Pre Purchase Ticket Requirements (Association)• Attendance• Etc.
• Pre Purchase 5 World Conference and 5 International Convention Tickets from Company
• NDT, B5, Product Trainings by qualified individuals (CEC, Product Symposium, etc.) may still be conducted, BUT they may not charge an attendance fee!
SPEAKERS BUREAU MEMBERSHIP: (cont’d)
• Speakers Bureau Members are required to be ACTIVE members in good standing in their respective Local Association• Pre Purchase Ticket Requirements (Association)• Attendance• Etc.
• Pre Purchase 5 World Conference and 5 International Convention Tickets from Company
• NDT, B5, Product Trainings by qualified individuals (CEC, Product Symposium, etc.) may still be conducted, BUT they may not charge an attendance fee!
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
UNFRANCHISE BUSINESS PRESENTATION MEETING
• Must have > 50 in attendance at least 1 per month
• $5.00 Room Charge (Distributor and Guests)
• Meetings MUST be scheduled and submitted in NMTSS online 30 days prior to respective quarter
• Company Approved Power Point Presentations
UNFRANCHISE BUSINESS PRESENTATION MEETING
• Must have > 50 in attendance at least 1 per month
• $5.00 Room Charge (Distributor and Guests)
• Meetings MUST be scheduled and submitted in NMTSS online 30 days prior to respective quarter
• Company Approved Power Point Presentations
NMTSS POLICIES & PROCEDURES NMTSS POLICIES & PROCEDURES
UBP COORDINATOR REQUIREMENTS:
• UBP Financial Form (25% Coordinator; 25% Fund; 50% Guest Speaker “MPCP” within 5 days to Local, Regional, Lisa Winkler, May Pang
• CEC or higher PIN Level and Qualify as UFO two calendar quarters
• Maximum monthly balance $1,000 in UBP Fund Checking Account
UBP COORDINATOR REQUIREMENTS:
• UBP Financial Form (25% Coordinator; 25% Fund; 50% Guest Speaker “MPCP” within 5 days to Local, Regional, Lisa Winkler, May Pang
• CEC or higher PIN Level and Qualify as UFO two calendar quarters
• Maximum monthly balance $1,000 in UBP Fund Checking Account
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
UBP COORDINATOR REQUIREMENTS: (cont’d)
• Submit checking account statements including description of debits/credits monthly to Local, Regional, Lisa Winkler and May Pang.
• Excess funds should be submitted by check to Northern Regional NMTSS Fund
• Front end (short-term) expenses have been established for production of meeting
• Long-term expenses (equipment/materials) for enhancing meetings will be funded by Local Association
• Pre Purchase 3 World Conference and 3 International Convention Tickets from Company
UBP COORDINATOR REQUIREMENTS: (cont’d)
• Submit checking account statements including description of debits/credits monthly to Local, Regional, Lisa Winkler and May Pang.
• Excess funds should be submitted by check to Northern Regional NMTSS Fund
• Front end (short-term) expenses have been established for production of meeting
• Long-term expenses (equipment/materials) for enhancing meetings will be funded by Local Association
• Pre Purchase 3 World Conference and 3 International Convention Tickets from Company
How To Setupan EffectiveUnFranchise
BusinessPresentation
How To Setupan EffectiveUnFranchise
BusinessPresentation
The sole purpose of the UBP is to provide consistent and accurate information in an exciting and professional environment
set up to accomplish two major goals:
The sole purpose of the UBP is to provide consistent and accurate information in an exciting and professional environment
set up to accomplish two major goals:
1.Provide information for prospects/guests to make a positive decision to become distributors.
2.To create credibility and excitement.
Room Setup:
Contract Negotiation: Establish cost on a 6 or 12 month rental contract.
Define Room Setup: chairs, tables, etc
Have water in the back of the room for attendees.
Room Setup:
Contract Negotiation: Establish cost on a 6 or 12 month rental contract.
Define Room Setup: chairs, tables, etc
Have water in the back of the room for attendees.
Make sure room size is adequate for the amount of people in attendance.
Don’t setup for 100 people when only 25-50 people are expected
Make the meeting room look full
If you are expecting a full house, have extra chairs stacked in the
back of the room
Make sure room size is adequate for the amount of people in attendance.
Don’t setup for 100 people when only 25-50 people are expected
Make the meeting room look full
If you are expecting a full house, have extra chairs stacked in the
back of the room
Use most current Corporate PowerPoint presentation from:
www.unfranchisetraining.com
Sound/audio: When your UBP has more than 125 people in attendance, consider using
microphones
Use most current Corporate PowerPoint presentation from:
www.unfranchisetraining.com
Sound/audio: When your UBP has more than 125 people in attendance, consider using
microphones
Registration:
2 people min or 1/50 attendees
Ticket sales at the registration table
Blue name tags for guestsRed name tags for distributorsGold name tags for leadership
team/council members
Registration:
2 people min or 1/50 attendees
Ticket sales at the registration table
Blue name tags for guestsRed name tags for distributorsGold name tags for leadership
team/council members
Express check-in for leadership team/council members
Express check-in for leadership team/council members
Greeters – for larger UBP’s, it is nice to have a greeter(s) at the door to check for name badges and to greet guests.
Greeters – for larger UBP’s, it is nice to have a greeter(s) at the door to check for name badges and to greet guests.
Presentation:
Format: Have someone from your ASP Team manage the time for the speakers.
Let each presenter know how much time they have left for their segment:
20, 10, 5, 3, 1, 0, -1, -5 Use laminated time sheets
It is imperative and respectful to your attendees to be completed by 9:00pm.
Presentation:
Format: Have someone from your ASP Team manage the time for the speakers.
Let each presenter know how much time they have left for their segment:
20, 10, 5, 3, 1, 0, -1, -5 Use laminated time sheets
It is imperative and respectful to your attendees to be completed by 9:00pm.
Welcome:
(2 min) 7:28pm by the UBP Coordinator unless UBPC is
presenting.
The meeting MUST start on time!
Welcome:
(2 min) 7:28pm by the UBP Coordinator unless UBPC is
presenting.
The meeting MUST start on time!
Welcome all Guests and Distributors.
Meeting is for information only. Insert a slide into PPT to ask
everyone to silence cell phones, remain seated during the
presentation and to hold all questions until the end.
Welcome all Guests and Distributors.
Meeting is for information only. Insert a slide into PPT to ask
everyone to silence cell phones, remain seated during the
presentation and to hold all questions until the end.
Professional Introduction of Speaker #1
Initiate credibility and edify the speaker.
Insert Speaker Slide
Professional Introduction of Speaker #1
Initiate credibility and edify the speaker.
Insert Speaker Slide
Speaker Slide
Speaker’s NameHometown
When they startedAccomplishments
Pin Income
Speaker Slide
Speaker’s NameHometown
When they startedAccomplishments
Pin Income
Steve Rodriguez
Originally from CaliforniaBackground was in Health Insurance
Currently:Director $18,000-$25,000 in a 4 week pay cycle
Million $ Club
Resides in Green Bay WI with his wife Sandi
Introduction: (20 min max)
7:30pm - 7:50pmOverview of company
2-3 year plan vs. 45 year plan
Insert a Speaker Slide to introduce Speaker #2
Introduction: (20 min max)
7:30pm - 7:50pmOverview of company
2-3 year plan vs. 45 year plan
Insert a Speaker Slide to introduce Speaker #2
Which would you prefer?Which would you prefer?
The 45-Year PlanThe 45-Year Plan The 2- to 3-Year Plan
The 2- to 3-Year Plan
Chele Boe
Background was in Social WorkCurrently:
Supervising Coordinator $7500-$10,000 in a 4 week pay cycle
Resides in Kaukauna, WI with her husband Tony & 3 Children
marketamericaA Product Brokerage CompanyA Product Brokerage Company
• Identifies the latest market-driven products
• Eliminates the burden of manufacturing• Moves with the marketplace• Does not rely solely on the sales of any
one product or service
• More than 2,500 exclusive products and services
• Access to multibillion-dollar markets
Market America’s Mall Without Walls®
®
Products: (15 min)
7:50pm – 8:05pmProduct Brokerage ConceptOverview (not training) of
product lines and focus on only a few specific products
Insert a Speaker Slide to introduce
Speaker #3
Products: (15 min)
7:50pm – 8:05pmProduct Brokerage ConceptOverview (not training) of
product lines and focus on only a few specific products
Insert a Speaker Slide to introduce
Speaker #3
Jim WinklerFeatured Speaker
Background was Vice President of Sales & MarketingCurrently:
Field Vice President $36,000-45,000 in a 4 week pay cycle
Million $ ClubAdvisory Council
Regional Director-Northern Region
Resides in Okauchee WI with his wife Lisa & 6 Children
Approximately every 10-20 years, a new marketing system emerges as a better way of distributing products to the end consumer.
Approximately every 10-20 years, a new marketing system emerges as a better way of distributing products to the end consumer.
marketamerica
®
MPCP / Recognition / Close: (55 min)
8:05pm - 9:00pm
MPCP / Recognition / Close: (55 min)
8:05pm - 9:00pm
Recognition Format:
Plan presenter should recognize individuals
Recognition Format:
Plan presenter should recognize individuals
Anyone in the room that has earned retail profit or commission
checks from Market America please stand.
Anyone in the room that has earned retail profit or commission
checks from Market America please stand.
If you have earned a minimum of $300 in commission checks from Market America please remain
standing.
If you have earned a minimum of $300 in commission checks from Market America please remain
standing.
If you have earned a minimum of $1,500 in commission checks from
Market America please remain standing.
If you have earned a minimum of $1,500 in commission checks from
Market America please remain standing.
Have EC/MC stand on the right side of the room and PC and above
stand to the left of the room in order by Pin.
Have EC/MC stand on the right side of the room and PC and above
stand to the left of the room in order by Pin.
Executive Coordinators:
These individuals have earned a minimum of $1,500 with Market
America. Please state your name, where you are from and what you
do outside of Market America.
Executive Coordinators:
These individuals have earned a minimum of $1,500 with Market
America. Please state your name, where you are from and what you
do outside of Market America.
Master Coordinators:
Next I would like to introduce Master Coordinators. These individuals have earned a
minimum of $1,200 in one week with Market America. Please state
your name, where you are from and what you do outside of Market
America.
Master Coordinators:
Next I would like to introduce Master Coordinators. These individuals have earned a
minimum of $1,200 in one week with Market America. Please state
your name, where you are from and what you do outside of Market
America.
Professional Coordinators:
These individuals have earned between $4,500 and $7,500 in a
four week pay period. Please state your name, where you are from, what you do/did outside of
Market America and what you like best about Market America.
Professional Coordinators:
These individuals have earned between $4,500 and $7,500 in a
four week pay period. Please state your name, where you are from, what you do/did outside of
Market America and what you like best about Market America.
Repeat process for remaining pins.
Let the plan speaker close the meeting.
Too many people closing the meeting can be distracting.
Repeat process for remaining pins.
Let the plan speaker close the meeting.
Too many people closing the meeting can be distracting.
CLOSE FORMAT:
1-2-3 or 1-10 CloseSpeaker Choice
WHY DO IT THIS WAY?
CLOSE FORMAT:
1-2-3 or 1-10 CloseSpeaker Choice
WHY DO IT THIS WAY?
What is the next step?
Insert Slide (What/Where/When/Who) to PROMO next NMTSS Event…
UBP/Training and Local/ District/ Regional/ Convention
No more than two slides.
What is the next step?
Insert Slide (What/Where/When/Who) to PROMO next NMTSS Event…
UBP/Training and Local/ District/ Regional/ Convention
No more than two slides.
BrookfieldTuesday April 21st Panos Charhouse
Jim Winkler Field Vice President
Upcoming UnFranchise Business Presentation
Lynn Mitschke
Saturday, May 9th , 2009
Registration: 8:00am
Training: 8:30AM – 3:30PM
Tickets are required for this event!
$25
Southern Wisconsin SeminarSerb Hall
5101 W. Oklahoma Ave Milwaukee, WI
DIRECTORDIRECTORPhoenix, AZPhoenix, AZ
$18,000 - $25,000$18,000 - $25,000in a four week pay cycle.in a four week pay cycle.
Do your UBP’s end on time?
How many ‘stories’ are being told?
Do your UBP’s end on time?
How many ‘stories’ are being told?
Recognition and the close should begin at 8:50pm and the meeting
should end by 9:00pm at the latest
SPEAKERS: Respect the time!THE UBP ENDS AT 9:00PM!
Recognition and the close should begin at 8:50pm and the meeting
should end by 9:00pm at the latest
SPEAKERS: Respect the time!THE UBP ENDS AT 9:00PM!
Event Promotion:
Treat UBP as a businessAdvertisePromote
You can’t just expect people to come (Although you would think that they would want to!)
Create a sense of excitement and urgency! Be clear and direct then give more info
Event Promotion:
Treat UBP as a businessAdvertisePromote
You can’t just expect people to come (Although you would think that they would want to!)
Create a sense of excitement and urgency! Be clear and direct then give more info
PATLive / ATG!
Use your PATLive / ATG
Use a script Keep things consistent
What/Where/When/Who
PATLive / ATG!
Use your PATLive / ATG
Use a script Keep things consistent
What/Where/When/Who
“UnFranchise Business Presentation. Brookfield, WI, Tuesday April 21st 7:30pm. Field Vice President Jim Winkler will be presenting the business plan.
Hello everyone this is _NAME_ letting everyone know that this coming Tuesday April 21st Jim
Winkler will be presenting the business plan at _(venue)_ in Brookfield, WI. Jim Winkler was/is
_(list two or three accomplishments/descriptions)_ . Registration is begin at 7:00pm and the
meeting will begin promptly at 7:30pm. As a reminder, the meeting is business casual, so
please no jeans or shorts. For further information please contact the UBP Coordinator at ATG ext
10053. Have a great day and we’ll see you at the top!”
“UnFranchise Business Presentation. Brookfield, WI, Tuesday April 21st 7:30pm. Field Vice President Jim Winkler will be presenting the business plan.
Hello everyone this is _NAME_ letting everyone know that this coming Tuesday April 21st Jim
Winkler will be presenting the business plan at _(venue)_ in Brookfield, WI. Jim Winkler was/is
_(list two or three accomplishments/descriptions)_ . Registration is begin at 7:00pm and the
meeting will begin promptly at 7:30pm. As a reminder, the meeting is business casual, so
please no jeans or shorts. For further information please contact the UBP Coordinator at ATG ext
10053. Have a great day and we’ll see you at the top!”
When Advisory Council Members speak at a UBP, send
an ATG to x172
________________________
When Advisory Council Members speak at a UBP, send
an ATG to x172
________________________
Example:
UnFranchise Business Presentation
with FVP Jim WinklerPanos Charhouse – Brookfield
20290 W Bluemound Rd Brookfield, WI 53045-5958
Speaker Bio/Story
Example:
UnFranchise Business Presentation
with FVP Jim WinklerPanos Charhouse – Brookfield
20290 W Bluemound Rd Brookfield, WI 53045-5958
Speaker Bio/Story
Tuesday, March 31st, 2009 Jim Winkler
Regional DirectorCertified Trainer of the Year
2007Million Dollar Club
Field VP with Market America($36,000-$45,000 in a four
week period)To View Profile - Click on link:
Tuesday, March 31st, 2009 Jim Winkler
Regional DirectorCertified Trainer of the Year
2007Million Dollar Club
Field VP with Market America($36,000-$45,000 in a four
week period)To View Profile - Click on link:
Start Time: 7:30pm (in seats by 7:15pm)
End Time: 9:00pm$5.00 per person room charge
Business Casual Attire
For more information contact UBP Coordinator Thanh Dombroe ATG x10053
Start Time: 7:30pm (in seats by 7:15pm)
End Time: 9:00pm$5.00 per person room charge
Business Casual Attire
For more information contact UBP Coordinator Thanh Dombroe ATG x10053
NMTSS:
Submit UBP’s by the last month for each quarter for the following
quarter.
All NMTSS events should have been submitted and approved for Q2-2010 by the end of Q1-2010.
NMTSS:
Submit UBP’s by the last month for each quarter for the following
quarter.
All NMTSS events should have been submitted and approved for Q2-2010 by the end of Q1-2010.
Who should speak at a public UBP meeting?
How do you create the line-up of speakers?
Who should speak at a public UBP meeting?
How do you create the line-up of speakers?
Utilize the most powerful/energetic/highest pins
in your area.
Utilize the most powerful/energetic/highest pins
in your area.
This is about giving the BEST presentation for the GUESTS.
Use the Best Speakers
The UBP is not for training speakers. Utilize home
business presentations to practice.
This is about giving the BEST presentation for the GUESTS.
Use the Best Speakers
The UBP is not for training speakers. Utilize home
business presentations to practice.
Speakers must be on the Market America
Approved Speakers Bureau
Speakers must be on the Market America
Approved Speakers Bureau
Be descrete withthe Speaker’s Back-end
Make sure the speaker gets paid right after the
UBP ends
Use an Envelope/card
Be descrete withthe Speaker’s Back-end
Make sure the speaker gets paid right after the
UBP ends
Use an Envelope/card
Remember to submit the financial paperwork.
Prepare the majority of the financial statement prior to the
event.
Promote the next event via PATLive-ATG/Email
Remember to submit the financial paperwork.
Prepare the majority of the financial statement prior to the
event.
Promote the next event via PATLive-ATG/Email
UBP Meetings – RECAP
Work Smarter, NOT Harder
People succeed when they attend the public meeting system.
The public meeting system is the final step- believability.
UBP Meetings – RECAP
Work Smarter, NOT Harder
People succeed when they attend the public meeting system.
The public meeting system is the final step- believability.
Attendance with or w/o a guest is a must!
Tell your Sr. Partners you are bringing a guest.
Business Attire!! We have a million dollar opportunity!
Don’t get up for any reason during the presentation.
Attendance with or w/o a guest is a must!
Tell your Sr. Partners you are bringing a guest.
Business Attire!! We have a million dollar opportunity!
Don’t get up for any reason during the presentation.
Be Alert! Look INTERESTED! Be EXCITED!
Who do you work for at the UBP?
Who does the Speaker work for?
No talking, whispering, reading, sleeping, knitting, DROOLING, etc.!!!
Turn OFF cell phones and pagers!!!!!!!
Be Alert! Look INTERESTED! Be EXCITED!
Who do you work for at the UBP?
Who does the Speaker work for?
No talking, whispering, reading, sleeping, knitting, DROOLING, etc.!!!
Turn OFF cell phones and pagers!!!!!!!
Hold all questions until after the meeting and
don’t ever correct the speaker.
No Smoking- Not even in the hall outside the door.
Hold all questions until after the meeting and
don’t ever correct the speaker.
No Smoking- Not even in the hall outside the door.
ALL CHALLENGES STAY AT HOME!!
Stay seated when the speaker closes!
This starts the meeting AFTER the meeting.
ALL CHALLENGES STAY AT HOME!!
Stay seated when the speaker closes!
This starts the meeting AFTER the meeting.
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
LOCAL SEMINARS:
• To attain Local Seminar “status”
• Two (2) to three (3) publically scheduled UBPs in separate geographic locations occurring at least once per month.
• Be able to sell >150 tickets to the respective Local Seminar
• Must be able to conduct at least two (2) and no more than eight (8) Local Seminars/year.
• Local Seminars must be scheduled and submitted in NMTSS Online 30 days prior to respective quarter.
LOCAL SEMINARS:
• To attain Local Seminar “status”
• Two (2) to three (3) publically scheduled UBPs in separate geographic locations occurring at least once per month.
• Be able to sell >150 tickets to the respective Local Seminar
• Must be able to conduct at least two (2) and no more than eight (8) Local Seminars/year.
• Local Seminars must be scheduled and submitted in NMTSS Online 30 days prior to respective quarter.
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
LOCAL COORDINATOR REQUIREMENTS:
• Must be a Professional Coordinator or higher PIN Level, Speakers Bureau Member, and Qualify as UFO two calendar quarters
• NMTSS Financial Form within 20 days to Regional Coordinator and NMTSS Dept.
• Front End Expenses (Described and Amounts Set)
• Back End Expenses (Described and Amounts Set)
• Back End Distribution (20% Coordinator; 30% Association Fund; 30% Guest Speaker; 20% Regional)
• Maximum monthly Association Fund balance $3,000 (plus $1,000/UBP if using same account)
LOCAL COORDINATOR REQUIREMENTS:
• Must be a Professional Coordinator or higher PIN Level, Speakers Bureau Member, and Qualify as UFO two calendar quarters
• NMTSS Financial Form within 20 days to Regional Coordinator and NMTSS Dept.
• Front End Expenses (Described and Amounts Set)
• Back End Expenses (Described and Amounts Set)
• Back End Distribution (20% Coordinator; 30% Association Fund; 30% Guest Speaker; 20% Regional)
• Maximum monthly Association Fund balance $3,000 (plus $1,000/UBP if using same account)
NMTSS POLICIES & PROCEDURESNMTSS POLICIES & PROCEDURES
LOCAL COORDINATOR REQUIREMENTS: (cont’d)
• Submit checking account statements including description of debits/credits monthly to the Regional, Lisa Winkler, and May Pang.
• Excess funds (> $3,000) should be submitted by check to Northern Regional NMTSS Fund
• Front End Expenses have been established fro production of event
• Back End Expenses have been established for production of event and long-term expenses have been established.
• Pre Purchase 10 (5/5) World Conference and 10 (5/5) International Convention Tickets from Company
LOCAL COORDINATOR REQUIREMENTS: (cont’d)
• Submit checking account statements including description of debits/credits monthly to the Regional, Lisa Winkler, and May Pang.
• Excess funds (> $3,000) should be submitted by check to Northern Regional NMTSS Fund
• Front End Expenses have been established fro production of event
• Back End Expenses have been established for production of event and long-term expenses have been established.
• Pre Purchase 10 (5/5) World Conference and 10 (5/5) International Convention Tickets from Company
Where Do We Get Started?Where Do We Get Started?
• Working in the HomeWorking in the Home
Kitchen Table/ 2 on 1/ 1 on 1Kitchen Table/ 2 on 1/ 1 on 1
HBP’s/Home Product PresentationsHBP’s/Home Product Presentations
• Utilizing ATG, Email and Cross lineUtilizing ATG, Email and Cross line
• Using the System with ProspectsUsing the System with Prospects
UBP’sUBP’s
NDT, B5NDT, B5
Local SeminarsLocal Seminars
Local Coordinator
• Run the local as a business within the business.– Have a Goal (goals)– Have a business plan to achieve goal(s)– Assume a position of leadership (make decisions)– ALL business’ MUST be profitable or they are out of business.– The greater the profit in this area, the more we can help other areas (so
it’s not just about 1 areas profit)– Keep things professional– Don’t make personal decisions, make business decisions.– Establish an executive board to assist the local
Executive Board – Hand Picked By LocalExecutive Board – Hand Picked By Local
This should be a team of people that can’t wait to help out. People who This should be a team of people that can’t wait to help out. People who are excited to team up with the local to accomplish great things for the are excited to team up with the local to accomplish great things for the area.area.
Do not isolate and pick only from your organization. Pick the right Do not isolate and pick only from your organization. Pick the right people for the job(s).people for the job(s).
• Local CoordinatorLocal Coordinator
• Administrative ChairAdministrative Chair
• Physical ChairPhysical Chair
• Speaker ChairSpeaker Chair
• UBP Coordinator(s)UBP Coordinator(s)
Board meets once per month for 2 to 3 hoursBoard meets once per month for 2 to 3 hours
Set next meeting (start and end time)Set next meeting (start and end time)
Go over any area concerns \ questions \ needsGo over any area concerns \ questions \ needs
Review UBP’s (numbers, financials, etc)Review UBP’s (numbers, financials, etc)
- Financials- Financials - Attendance- Attendance - Kick Offs- Kick Offs
Review Last Local SeminarReview Last Local Seminar
- Financials - Financials - Attendance- Attendance - Tickets- Tickets
- Feedback from speaker and field. - Feedback from speaker and field.
Prepare for next Local SeminarPrepare for next Local Seminar
- Speaker Liaison- Speaker Liaison - Personal Assistant(s)- Personal Assistant(s)
Respect People’s Time (don’t make appointments)Respect People’s Time (don’t make appointments)
Local CoordinatorLocal Coordinator
• Choose and Contact/Contract SpeakersChoose and Contact/Contract Speakers
• Precise Timing AgendaPrecise Timing Agenda
• Prepare Next LS Challenge ( Challenge Coordinator )Prepare Next LS Challenge ( Challenge Coordinator )
• Promote Events through ATG and EmailPromote Events through ATG and Email
• Final Approvals – ExpensesFinal Approvals – Expenses / Flyers etc./ Flyers etc.
• Remember to control all costsRemember to control all costs
• Maximum allowance doesn’t mean spend it all.Maximum allowance doesn’t mean spend it all.
• Ask if things (like on time drawings) really help to make Ask if things (like on time drawings) really help to make the event better.the event better.
Local CoordinatorsLocal Coordinators• Create a great working environmentCreate a great working environment
• Make people feel appreciated Make people feel appreciated
• Record and Reimburse all ExpensesRecord and Reimburse all Expenses
• Prepare Financial Statements for RC, CorporatePrepare Financial Statements for RC, Corporate
• Send Speaker Honorarium Two Weeks in Advance (min)Send Speaker Honorarium Two Weeks in Advance (min)
• Get Honorarium Out as soon as tickets provide funds.Get Honorarium Out as soon as tickets provide funds.
• Send Speaker Back End Payment – Send Speaker Back End Payment – 20 days MAX.20 days MAX.
• Account for all Ticket Sales and Lunch SalesAccount for all Ticket Sales and Lunch Sales
• Balance Books with TreasurerBalance Books with Treasurer
Physical \ Technical Chair Physical \ Technical Chair
• Locating Event Sites, Hotels or Convention CentersLocating Event Sites, Hotels or Convention Centers
• Negotiating Event Contracts – Meeting Rooms, Food Negotiating Event Contracts – Meeting Rooms, Food Service, Guest Rooms, Set Up, Etc. Service, Guest Rooms, Set Up, Etc.
• Room Set Up for Locals and ReceptionsRoom Set Up for Locals and Receptions
• Organize Menus Organize Menus (Local must approve)(Local must approve)
• Challenge Winner SlidesChallenge Winner Slides
• Make sure speaker presentation is uploaded and running.Make sure speaker presentation is uploaded and running.
• Event Banners, Layout and Display Event Banners, Layout and Display
• Room Temperature \ Sound \ Seating NeedsRoom Temperature \ Sound \ Seating Needs
Speaker Team ChairpersonSpeaker Team Chairperson
• Book Flights for speakerBook Flights for speaker
• Brief Speaker on Agenda for Entire WeekendBrief Speaker on Agenda for Entire Weekend
• Train and brief Personal Assistant(s) (shadows)Train and brief Personal Assistant(s) (shadows)
• #1 Job – Work with Personal Assistant(s) to take care of the #1 Job – Work with Personal Assistant(s) to take care of the speaker all weekend. speaker all weekend.
• Needs Sheet and Communicate With SpeakerNeeds Sheet and Communicate With Speaker
• Promo Speaker – ATGPromo Speaker – ATG
• Arrange Saturday Night Entertainment* Arrange Saturday Night Entertainment* (Local Approval)(Local Approval)
Speaker Team – ChairpersonSpeaker Team – Chairperson• Make sure speaker specific needs are metMake sure speaker specific needs are met
• Index Cards, copies, props, etc.Index Cards, copies, props, etc.
• Keep all Conversations Around Speaker PositiveKeep all Conversations Around Speaker Positive
• Change subject if it gets negative.Change subject if it gets negative.
• Arrange Speaker Gift (clear with Local)Arrange Speaker Gift (clear with Local)
• Great gifts are gift cards Great gifts are gift cards
• Make Seminar an positive, upbeat, amazing experience.Make Seminar an positive, upbeat, amazing experience.
• Make the Speaker WANT to come back.Make the Speaker WANT to come back.
• Check to see if speaker has any guests in town they want to Check to see if speaker has any guests in town they want to see, meet up with, eat with or have at the event.see, meet up with, eat with or have at the event.
Seminar HighlightsSeminar Highlights• Start and Remain on TimeStart and Remain on Time
• Speaker Must Be Aware of Precise AgendaSpeaker Must Be Aware of Precise Agenda
• Have an IBV segment at each localHave an IBV segment at each local
• Do ticket promos from area leaders before breaksDo ticket promos from area leaders before breaks
• Room Must Be ColdRoom Must Be Cold
• Pre-test MicrophonesPre-test Microphones
• Music – Can Make or Break an EventMusic – Can Make or Break an Event
• Remember – The Crowd Has No Idea How Remember – The Crowd Has No Idea How Many Mistakes Have Been Made Many Mistakes Have Been Made
Seminar HighlightsSeminar Highlights• The Distributors and Guests are PriorityThe Distributors and Guests are Priority
• Remain HumbleRemain Humble
• Make the Speakers Want to Come Back Make the Speakers Want to Come Back
• Control Expenses So Speakers Receive Back EndControl Expenses So Speakers Receive Back End
• SEMINAR MUST BE PROFITABLE!SEMINAR MUST BE PROFITABLE!
• Recognize team at the endRecognize team at the end
• Leadership Team, Executive Board, DistrictLeadership Team, Executive Board, District
• Past Local Coordinators, Sound, Personal Assist.Past Local Coordinators, Sound, Personal Assist.
• Control Give Gifts \ GiveawaysControl Give Gifts \ Giveaways
• Contract Negotiations – Exhaust all possible locationsContract Negotiations – Exhaust all possible locations
• Have Team pay for part (all) of dinner if need be.Have Team pay for part (all) of dinner if need be.
• Make all members pay if not profitable (executive board).Make all members pay if not profitable (executive board).
• If not profitable, get rid of incentives until you are.If not profitable, get rid of incentives until you are.
• Get the seminars and areas profitable at all costGet the seminars and areas profitable at all cost
• Build in the homes so you have more people at events.Build in the homes so you have more people at events.
• Increase Ticket SalesIncrease Ticket Sales
Ticket SalesTicket Sales
• Create Sense of UrgencyCreate Sense of Urgency
Limit Number of Tickets AvailableLimit Number of Tickets Available
End of the Event – Event is Sold OutEnd of the Event – Event is Sold Out
Only Sell Tickets the Weekend of Event Only Sell Tickets the Weekend of Event
• Council Members Required to buy three ticketsCouncil Members Required to buy three tickets
• Use Event Challenges to Sell TicketsUse Event Challenges to Sell Tickets
• Promotions / Three for $65Promotions / Three for $65
Ticket SalesTicket Sales
• Promote Tickets At EverythingPromote Tickets At Everything
UBP’sUBP’s
HBP’sHBP’s
Two on OneTwo on One
Trainings – Job of the TrainersTrainings – Job of the Trainers
Use the System – Guests at EventsUse the System – Guests at Events
• Must Have Someone Selling Tickets All DayMust Have Someone Selling Tickets All Day
Administrative Chair Administrative Chair • Leadership Team – Set Up ATG’sLeadership Team – Set Up ATG’s
• Assign Workers to seminarsAssign Workers to seminars
• FlyersFlyers
• TicketsTickets
• Print Tickets, Bring to Event, Manage, Collect MoneyPrint Tickets, Bring to Event, Manage, Collect Money
• Photographers for events (no charge)Photographers for events (no charge)
• Challenge CoordinatorChallenge Coordinator
• Challenges should be challenging.Challenges should be challenging.
• Verify all finances in a treasurer capacity (full disclosure)Verify all finances in a treasurer capacity (full disclosure)
• Checks and BalancesChecks and Balances
Council Members – RequirementsCouncil Members – Requirements
• Purchase Three Tickets to Every Local SeminarPurchase Three Tickets to Every Local Seminar
• Attend World Conference or ConventionAttend World Conference or Convention
• Buy Two Tickets for Regional EventBuy Two Tickets for Regional Event
• Be Willing to Help at UBP’s and Local SeminarBe Willing to Help at UBP’s and Local Seminar
• Attend at least one UPB per monthAttend at least one UPB per month
• Pre Purchase of Local Tickets Pre Purchase of Local Tickets
• Preferred Seating at Local SeminarsPreferred Seating at Local Seminars
• Express Check In at UBP’s and Local Seminars Express Check In at UBP’s and Local Seminars
• Recognized as Area LeadersRecognized as Area Leaders
• May be invited to special events *May be invited to special events *
•Look for things that can be done for free or with very little Look for things that can be done for free or with very little cost involved. cost involved.
• May be invited to speaker reception \ pot luckMay be invited to speaker reception \ pot luck
•If they work they may attend but must pay their own way.If they work they may attend but must pay their own way.