marketamerica northern region nmtss meeting march 26, 2010 ®

marketamericamarketamerica

Northern Region NMTSS MeetingMarch 26, 2010

®

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)


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:







SPEAKERS BUREAU MEMBERSHIP: (cont’d)

• Category 2:





• Local Seminar, District Conference



• Category 2:





• Local Seminar, District Conference




• 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 Members are required to be ACTIVE members in good standing in their respective Local Association• Pre Purchase Ticket Requirements (Association)• Attendance• Etc.


• NDT, B5, Product Trainings by qualified individuals (CEC, Product Symposium, etc.) may still be conducted, BUT they may not charge an attendance fee!


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


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


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


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


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

Where does theIntroduction

end?

Where does theIntroduction

end?

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®

®

Product displays are no longer needed

Product displays are no longer needed

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

Where does the “Products”

segment end?

Where does the “Products”

segment end?

Partner StoresPartner Stores

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

________________________

E-mail

When Advisory Council Members speak at a UBP, send

an ATG to x172

________________________

E-mail

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:

http://thepowerprofiles.marketamerica.com/index.cfm?action=leaders.psProfileDetail&psId=5F4F5378554A5B4652&_nmn

http://thepowerprofiles.marketamerica.com/index.cfm?action=leaders.psProfileDetail&psId=5F4F5378554A5B4652&_nmn

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.


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.


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)


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

NMTSS TRAININGNMTSS TRAINING

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.

NMTSS TRAININGNMTSS TRAINING

marketamerica northern region nmtss meeting march 26, 2010 ®

Documents

nmtss events

nmtss attendees

nmtss components

nmtss value

nmtss culture

review of nmtss policies

professional nmtss system

nmtss chain of command